1. 1 Process-Aware Information Systems Dumas, van der Aalst, ter Hofstede UC San Diego CSE 294 December 3, 2009 Barry Demchak

2. 2 Agenda What is a PAIS? … and why are they important What is in this book? Process Modeling using UML Actions and control flow Data and object flow Organizational structure Interaction-centric views on business process System-specific models Looking aside at ORC

3. 3 PAIS Definition A software system that manages and executes operational processes involving people, applications, and/or information sources on the basis of process models Advantages of models over tasks Models invite input from multiple stakeholders Changing a system may not involve recoding Workflow verification and simulation Management support at control level Process element reuse P2P, P2A, A2A, A2P Organization of work and resources to accomplish an aim – a workflow is an operating instance of a process

4. 4 History and status of PAIS Early work in ’70s and ’80s use Petri Nets Poor technology support Organizations focused on tasks, not processes Lack of unified modeling Business Process Reengineering (BPR) in ’90s Factoring overspecialized tasks into coherent and globally visible processes Maturation of tools: modeling & workflow management Enterprise process architecture in ’00s Missing standards for BPM Constrained tools emphasize serial processing Still about people, processes, and systems

5. 5 Tool Support for PAIS Process-aware collaboration (P2P) Project management Incident tracking Enterprise resource planning (ERP) Customer relationship management (CRM) Case handling Business process design/engineering Enterprise Application Integration (EAI) suites Web integration servers

6. 6 PAIS Types vs Development Tools

7. 7 Book Contents – Essays & Cites Concepts Modeling Languages Techniques Standards and Tools P2A: Workflow Management P2P: Collaborative Work A2A: Enterprise Application Integration Process Modeling (UML) Process Modeling (EPC) Process Modeling (Petri) Process Modeling Patterns Process Redesign Process Mining Transactional Processes Standards: Workflow Definition & Execution BPL4WS Workflow Management (Staffware) FLOWer Case-handling

8. 8 Workflow Modeling Perspectives (ch2) Resources and resource management Organizational units Tasks and task management Data and data flow Temporal aspects Applications Business rules Exception handling Interorganizational cooperation

9. 9 Focus: UML Workflow Expression Chapter 5: Process Modeling Using UML Engels, Förster, Heckel, Thöne (Paderborn) Observation: UML metamodel contributes to consistency between UML diagram types Actions and control flow Data and object flow Organizational structure Interaction-centric views on business process System-specific models Focus

10. 10 Actions and Control Flow Action Node Sequence Control Node (Decision) Focus on sequencing an abstract token along control edges ORC: o > CO > o > (let(o,r) p > (GP > p > ((if(p=C) > p > TC) | (if(p=M) > p > TM) > r > let(r)))) > (o,p,r) > AB > b Control (Merge) Guard (OCL…) Control Node (Fork) Initial Final

11. 11 > and > Edge weights {weight=10} Hierarchical process composition Connectors Process interaction/signaling Exception handling Actions and Control Flow Addons AA send signal A await signal A […]

12. 12 Data and Object Flows Models Data structures, object types, & relationships Individual objects & concrete properties Dependencies between objects & actions

13. 13 Data and Object Flows – Class Association Name Aggregation Name

14. 14 Data and Object Flows - Object Composite Object Name Object Type Attributes

15. 15 Data and Object Flows - Object Object-enriched Activity Diagrams Object node w/attribute Object node w/constraints Object pins Object node in sequence

16. 16 Data and Object Flows - Enriched Activity parameter node Exception Order duplicated Stream pin Single pin Buffer weighting

17. 17 Organizational Structure Individuals – Object diagram Structure – Class diagram Connect organizational and activity models – activity partitions & swim lanes Annotated Nodes Partitions & Swim Lanes Hierachical Partitioning Matrix Partitioning

18. 18 Organizational Structure - Object

19. 19 Organizational Structure - Class Matrix organization: change Department and CompanyMember multiplicities

20. 20 Organizational Structure - Activity Instance Class

21. 21 Modeling Business Partner Interactions Sequence diagram focuses on role interactions Roles need not be bound to instances Intra-role interactions need not be represented Must be consistent with (but not identical to) other models

22. 22 Modeling Business Partner Interactions Parameter Class Action Interaction operator Guard expression

23. 23 System-specific Models Focus on fine grained implementation Structure diagram Interface specifications System-specific Activity diagram Service Interface

24. 24 System-specific Models - Services Function signatures

25. 25 System-specific Models - Activity API calls Activity parameter node API parameters Interruptable

26. 26 Summary But … There are gaps How to verify completeness and correctness? Activity diagrams ↔ ORC is unclear o > CO > o > (let(o,r) p > (GP > p > ((if(p=C) > p > TC) | (if(p=M) > p > TM) > r > let(r)))) > (o,p,r) > AB > b

27. 27 Future Topics Compare WebLogic, WebSphere, BizTalk, Office Integration regarding system integration support for EAI & B2B p77 Present DAML-S, WSMO, WSML, and WSMX (semantic service execution) p77 Patterns of process modeling vs ORC p181 Process mining p237 Transactional business processes p257 Standard workflow definition and execution vs ORC p281 Workflow Management Coalition standards p30

28. 28 References Orc: Orchestrating services. http://orc.csres.utexas.edu/userguide/html/ch 01s03.html