Process Management in Practice

Transcription

1 Process Management in Practice Karl Czerny - Gasse 2/2/32 A Vienna office@walter-abel.at 1

2 Process Management in Practice ProcessGuide The Solution for process oriented Business Management Dipl.-Ing. Walter Abel Managing Director 2

3 Basics of Systemic Process Management u All business activities are performed as processes (either knowingly or not) u The pearls of the process chain are the acting people u The rope of the pearls is the information flow u The value of the pearl necklace has to be recognized (the acting people have to understand the processes) u Each process requires a defined (named) responsible person u Each relevant process has to be measured 3

4 Requirements to Tools for Process Management u Process analysis, -design and -validation u Process flow oriented, grafic design u Mapping of resources to process steps (people, infrastructure, documents, material) u Simulation of possible scenarios with real processing parameters u Process documentation and -publication u User access via inter- / intranet 4

5 The Solution for Process Management ProcessGuide Flexible process management from design and simulation to publication u Process analysis and -design u Intuitive modeling u Dynamic simulation and optimization u Web enabled documentation and publication u Multiuser process database u Integration with ScoreCard 5

6 Who is Software Plc.? Helsinki - Headquarter Partner Customer is the leading supplier of interactive software - solutions for performance- and process management We are solution partner for Austria and CEE 6

7 Who is Software Plc.? u Software sold to more than 1500 customers, user in 45 countries and 20 languages since 1991 u Exemplary references: 7

8 Functionality u Modeling u Analysis and dynamic simulation u Documentation and publishing Available language versions: german (DE, CH), english (US, UK), french, italian, portugese, spanish, finnish, swedish, icelandic, and many more Multilingual process modeling! 8

9 User Groups Process Modeler Process Owner Interest Group / Stakeholder u Modeling of processes u Organization structure u Simulation u Analysis u Users permissions u View and analysis u Definition best practices u Feedback u Definition action plans u Upload of documents u Review performance u Analysis of processes u Definition action plans u Evaluation of best practices ProcessGuide D-Client Collaboration Portal Collaboration Portal 9

10 Modeling - Look & Feel At the first glance ProcessGuide looks like an advanced drawing tool for process diagrams. This is intentional as modelling normally starts with graphical visualization of process flows. ProcessGuide contains a hierarchical process model, which consists of detail layers where each detail layer (sub process) is represented by a according symbol in its superior layer. 10

11 Modeling - Elements u Available Modeling Elements: u Process steps and -flows u Unlimited number and combinations u Freely definable notation u Stores (for information, material) u Information u Links to external documents u Embedded information within the process model u Freely definable types of flows u External (remote) function calling to start applications from the process model u Resources u Personnel u Material u Organization u Groups and pools 11

12 Modeling - Objects Grafical Objects: u Checkpoints u Standard flow symbols u Imported graphics u Text u No restrictions in notation, freely definable (e.g. BPMN, IDEF, Dataflow) 12

13 Modeling - Flow Charts An example how ProcessGuide shows processes and prozess / subprocess - relations as flow charts. In the shown model we are in second level subprocess. The actual model (working area) Tools area can be faded in and out Process hierarchy of the model Flowchart - Browser shows overall view 13

14 Modeling - External Links Each process step may reference another (even external) model or document: u ProcessGuide - Model u File of any external application u Remote Function Call (starting an application from the process model) 14

15 Modeling - Notation Modeling in ProcessGuide is done in consistent, definable notation Modeling direction Model elements dialog Notation (per element) 15

16 Modeling - Customizing u Freely definable colors u Selection from symbols menu or import of own symbols u Freely configurable pictures and text 16

17 Modeling - Navigator Navigator: u Shows the hierarchies of the process model: u Process hierarchy u Organization hierarchy u Documents hierarchy u Resource groups- Resource poolhierarchy u Information hierarchy 17

18 Multilingual Modeling 18

19 Simultaneous Multiuser - Modeling Online - Modeling Collaboration Server Offline - Modeling 19

20 Analysis u For permanent process optimization the analysis of u Quality u Process costs u Cycle times is important u ProcessGuide allows to use this performance indicators by default and the free definition of additional ones as well u Performance data can be displayed, analyzed and maintained in spreadsheet view 20

21 Analysis - Procedure Planning Data Import Analysis and Storage Presentation u Performance data u Scope u Data sources u Scenarios u Graphics u Reporting u Storage u Graphics u Reports 21

22 Analysis - Planning Analysis planning: u Definition of performance indicators u Definition of data sources u Definition of data import u Selection of simulation cases 22

23 Analysis - Data Data for the analysis: u from dynamic simulation (see later) u from external data (import from Excel, aso.) 23

24 Analysis - Calculation Possible ways of calculation: u Cumulated values u Critical path u Lowest values u Average values u Highest values u Accumulation of simulations of one process step u Accumulation per simulation along the process chain 24

25 Analysis - Evaluation ProcessGuide analysis offers seven views: u Spreadsheet u Bar graph u Line graph u Pie chart u Gantt u Distribution diagram u Trend diagram 25

26 Dynamic Simulation The dynamic simulation shows the process beahvior graphically It consists of three steps: u preparation u Visualized execution u Analysis 26

27 Dynamic Simulation - Setup Previous to starting the dynamic simulation the simulation parameters for the process steps, flows and stores have to be defined 27

28 Dynamic Simulation - Presentation u The speed of animation can be customized to the users needs u Thus the process flow can be validated visually 28

29 Dynamic Simulation - Results The results of the dynamic simulation are displayed graphically and can be saved or exported for further usage 29

30 Documentation u ProcessGuide offers multiple possibilities for communication of processes u HTML export u Dynamic web - publishing u Print u Report u Web Application Server allows permanent actual processes in intranet u Portal View allows customized views to the process model u Customizing allows complete integration in corporate intranets (inclusiv adaption to the corporate identity) 30

31 Documentation - Personalization Personalization: Free definition of required process views, linked to the permissions of the respective user Bookmarking: Bookmark Process views My responsibilities: Role spezific view related to affiliation to Resource group Organizational unit 31

32 Documentation - Full Text Search Full text search allows fast revealing of needed information 32

33 Documentation - Notification Permanent information about processes and performance via personalized notification 33

34 Performance Measurement 34

35 System Requirements Operating System u Windows 7, 2003 u Windows XP u Windows 2000 u Mac OS 10.2 or higher (Web Client only) Web Server u Microsoft IIS from 5.0 on u Apache 1.3.x or 2.x u Lotus Domino Server from 6.5 on u IBM HTTP Server and from 6.0 on Database u Microsoft SQL Server from 2000 on u MSDE 2000 u Oracle from 9i on u IBM DB2 from 8.1 on u MS Access from 2000 (standalone only) (MDAC 2.7 or 2.8 necessary) Web Browser u Microsoft Internet Explorer from 6.0 on (Windows) u Mozilla Firefox from on (Windows, Linux and Mac OS) 35

36 Hardware Requirements Server u 3 GHz Prozessor (x 2) (z.b. Win 2003 oder 2007, Windows 7) u 1 Gb RAM (2 GB recommended) u 5 GB Disk Space Development (Windows) Client u 1 GHz Pentium III u 512 Mb RAM u 128 kbps network connection (>512 kbps recommended) Hint Server components can be distributed over multiple (existing) servers! Web Client u 1 GHz Pentium III, u 512 MB RAM u 128 kbps network connection (>512 kbps recommended) 36

37 Architecture Client ProcessGuide Designer Collaboration Portal User Management (UMS) Client HTTP Web Server (e.g. MS IIS, Apache ) CGI Server Web Application Server (WAS) ProcessGuide Application Server User Management (UMS) Server Data ODBC File Models ODBC Database (MS SQL, Oracle, IBM DB2) 37

38 Architecture - Application Server Client ProcessGuide Designer Collaboration Portal User Management (UMS) Client HTTP Web Server (e.g. MS IIS, Apache ) CGI Application Server Server Web Application Server (WAS) u Administrates process models Data ProcessGuide Application Server User Management (UMS) Server ODBC u Caching u Updates the Designer and the Web Application Server File Models ODBC Database (MS SQL, Oracle, IBM DB2) u Manages data base access 38

39 Architecture - Web Application Server Client ProcessGuide Designer Collaboration Portal User Management (UMS) Client HTTP Web Server (e.g. MS IIS, Apache ) Server Data File Models ProcessGuide Application Server ODBC CGI Web Application Server (WAS) User Management (UMS) Server ODBC Database (MS SQL, Oracle, IBM DB2) Web Application Server u Manages dynamic web access to the Process Models u Provides personalized access via Portal u Compatible with all common web servers that support CGI - Binaries 39

40 Architecture - User Management Server Client ProcessGuide Designer Collaboration Portal User Management (UMS) Client HTTP Web Server (e.g. MS IIS, Apache ) CGI Server Web Application Server (WAS) User Management Server Data File Models ProcessGuide Application Server ODBC User Management (UMS) Server ODBC Database (MS SQL, Oracle, IBM DB2) u Manages user authentication and user rights u Integrates with u Windows networks u all LDAP compatible systems 40

41 System Configuration 1 (One Server) ProcessGuide Designer Collaboration Portal HTTP User Management (UMS) Client Web Server (e.g. MS IIS, Apache ) CGI Web Application Server (WAS) ProcessGuide Application Server User Management (UMS) Server ODBC File Models ODBC Database (MS SQL, Oracle, IBM DB2) " Server 41

42 System Configuration 2 (Two Servers) ProcessGuide Designer Collaboration Portal HTTP User Management (UMS) Client Web Server (e.g. MS IIS, Apache ) CGI Web Application Server (WAS) ProcessGuide Application Server User Management (UMS) Server Application & Web Server ODBC File Models ODBC Database (MS SQL, Oracle, IBM DB2) Database Server 42

43 System Configuration 3 (Three Servers) ProcessGuide Designer Collaboration Portal HTTP User Management (UMS) Client Web Server (e.g. MS IIS, Apache ) CGI Web Application Server (WAS) Web Server ProcessGuide Application Server User Management (UMS) Server Application Server ODBC File Models ODBC Database (MS SQL, Oracle, IBM DB2) Database Server 43

44 System Configuration 4 (Three Servers) ProcessGuide Designer Collaboration Portal HTTP User Management (UMS) Client Web Server (e.g. MS IIS, Apache ) CGI Web Server Web Application Server (WAS) ProcessGuide Application Server User Management (UMS) Server Application Server ODBC File Models ODBC Database (MS SQL, Oracle, IBM DB2) Database Server 44

45 User Authentication and Single Sign-on User Authentication User Identification (& Authentication) Access Control u Integrated Windows Authentication (IWA) u Active Directory u NT Domain Users u Lotus Notes User Directory (LDAP Protocol Version 2 and 3.) Web Application Server (WAS) LDAP / NT Auth. User Management (UMS) Server ProcessGuide/ ScoreCard Application Server User Directory ODBC Database (MS SQL, Oracle, IBM DB2) Access levels: No, View, Modify, Administrate Access control on element level e. g. sub process, activity 45

46 Security Client ProcessGuide Designer Collaboration Portal User Management (UMS) Client HTTP Web Server (e.g. MS IIS, Apache ) CGI Server Web Application Server (WAS) ProcessGuide Application Server User Management (UMS) Server Data ODBC ODBC - ODBC Security File Models ODBC Database (MS SQL, Oracle, IBM DB2) bit Encryption (MS Cypto API) HTTP - SSL 46

47 Information Import and Export with XML 47

48 Automatization & Integration - API u COM based VB Script Application Programming Interface ( API) u scripting for running scripts directly from products u Tool for: u Automated model generation u Integration u Task automation u XML export & import Sub ExecuteXMLOnFileModel() Sub ExecuteXMLOnFileModel() Dim iresult Dim iresult Dim omodel Dim omodel iresult = PGApplication.OpenFileModel("C:\Program Files\ iresult = PGApplication.OpenFileModel("C:\Program Files\ 7\ProcessGuide\Models\Basic 7\ProcessGuide\Models\Basic Process Example2.pmf", "", omodel) Process Example2.pmf", "", omodel) If (iresult <> 0) Then If (iresult <> 0) Then MsgBox "Open XML file model failed: " + MsgBox "Open XML file model failed: " + PGApplication.GetErrorMessage(iResult) PGApplication.GetErrorMessage(iResult) End If End If iresult = omodel.executexmltask("export All.PGT", iresult = omodel.executexmltask("export All.PGT", "C:\Temp\Scripting\PGExport.xml", "", "") "C:\Temp\Scripting\PGExport.xml", "", "") If (iresult <> 0) Then If (iresult <> 0) Then MsgBox "Execute XML export failed: " + MsgBox "Execute XML export failed: " + PGApplication.GetErrorMessage(iResult) PGApplication.GetErrorMessage(iResult) End If End If iresult = omodel.closemodel(1) iresult = omodel.closemodel(1) If (iresult <> 0) Then If (iresult <> 0) Then MsgBox "Close XML file model failed: " + MsgBox "Close XML file model failed: " + PGApplication.GetErrorMessage(iResult) PGApplication.GetErrorMessage(iResult) End If End If Set omodel = Nothing Set omodel = Nothing End Sub End Sub 48

49 Schlussbild Together on the road to success.. let us create the future together. Dipl.-Ing. Walter Abel Management Consulting Karl Czerny - Gasse 2/2/32 A Vienna Tel: Fax: office@walter-abel.at Internet: 49