To harness the work done in organizations, and to increase productivity, it is essential to understand how to model business processes. This course explores the need for modeling business processes, how process modeling is one part of a larger framework for achieving higher quality through Business Process Management, the essential steps to process modeling, and the critical success factors for making the effort successful. It provides a practical framework for understanding and modeling business processes and describes how to develop a variety of process model types.
The most common process modeling standards are taught, assuring you the maximum applicability to your environment. In addition, the course provides valuable tips and techniques to help ensure that your modeling sessions stay focused, and are viewed as successful by all involved.
- Describe the purpose and benefits Business Process Modeling.
- Describe the components of an industry-standard Business Process Management framework and how Business Process Modeling fits into it.
- Describe at a high level the Business Process Management (BPM) framework and match where the process models from this course are used in each.
- Discuss the essential business process modeling components, steps and ingredients that are necessary for success.
- Discover appropriate elements of processes that need to be documented.
- Understand the different views a business processes can depict, including as-is and to-be process maps.
- Use process maps to discover, document, and communicate about processes.
- Describe the importance of setting process boundaries and how that can make your modeling more productive.
- Develop a variety of clear and consistent process models, understanding when to use each. These include:
- Scope diagram
- SIPOC: Input/Process/Output chart
- Process map using ISO standard notation
- Introduction to equivalent the BPMN and Activity diagram (UML) standard symbols
- Swim lane diagram
- Hierarchy (function-process) model
- Value Chain Diagram
- Value Chain Matrix
- Create primary and alternate paths in models, and use a technique to help focus on each when appropriate for maximum productivity.
- Work effectively with the key stakeholders involved in each process modeling session.
- Understand the relationship between business process modeling and automating business processes.
- Identify the parts of a process that give rise to functional requirements for projects that automate processes.
- Develop models used to check for completeness and consistency of balanced data and process.
The process modeling symbols students learn are compatible with ISO 5807 1985, BPMN ver. 2.0, and UML ver. 2.0.
Process analysts, business analysts, project managers, business process owners, general business staff, and anyone who needs the skills to understand, model, and manage business processes.
Some basic understanding or exposure to process concepts.
To help assimilate the tools and techniques learned, there is a mixture of individual and group exercises throughout the course. A lively role play and case study help reinforce concepts learned. Students need to be prepared for a high level of participation. Each participant receives a comprehensive student guide complete with examples and workshop solutions.
Business Process Modeling (BPM) Concepts
- Business Process Management Framework
- Benefits of Process Modeling
- How process models are used
- Supporting Business Objectives
- Process terminology
- Types of Process Models
- Steps of Process Modeling
- Introduction to case study and workshop
Enterprise Process Context Modeling
- The value of Enterprise Context for process management
- Identifying and organizing processes
- Architecture/Hierarchy/Decomposition model (function/process)
- Decomposition techniques, rules, and levels
- Value Chain Diagram and Value Chain Matrix
Framing the Process
Staying focused during process mapping
Preparation for modeling/elicitation sessions
Roles and responsibilities of key stakeholders
Process mapping roles
Importance of process scope and techniques to prevent process scope creep
Pre- and post-conditions
The Scope Diagram
The Supplier/Input/Process/Output/ Customer (SIPOC) Chart
Using Variations Lists to help frame processes
- Definition of a process map
- Swim lanes; a different view of a process map
- Process mapping notation (ISO standard)
- Developing scenarios
- Primary and alternate paths
- Three-part workshop
Refining Process Maps
- Frequently found mapping problems and how to correct them
- Inputs and outputs: to show or not to show
- Level of detail: How much is enough
- Supporting process details in text
UML and BPMN notation
- Activity diagrams, a different type of process model
- Purpose of UML Activity Diagrams
- UML Notation Equivalents to ISO
- Purpose of BPMN notation
- BPMN Equivalents to ISO
- Some additional BPMN symbols and their uses (BPMN Lite)
- Tips for working with multiple standards
- Workshop (optional)
Process Maps in Requirements
- Concurrent business modeling for complete requirements
- Balancing data and process to find missing process requirements
- State transition model
- Interaction model
- Documenting Processes
- Facilitation Basics for Process Modeling Sessions
- Process Modeling Symbols Booklet
- Exercise Example Solutions
- Quick Reference Card