Acknowledgements...xvii. Foreword...xix

Transcription

1 Contents Acknowledgements...xvii Foreword...xix Chapter 1 An Introduction to BPM Brief History of Business Process Management The Need for Business Value The Production Line The Process is Your Business Business Process Re-engineering The Growth of IT Today s Process Challenges Realising Business Process Management Business Process Strategy Phase Business Process Design Phase Business Process Implementation Phase Business Process Controlling Phase Chapter 2 Introduction to the ARIS Platform Business Process Management with ARIS The Strategy Platform ARIS Balanced Scorecard (BSC) ARIS Business Optimizer The Design Platform ARIS Toolset ARIS Easy Design ARIS Web Publisher ARIS Business Designer ARIS Business Architect ARIS Business Publisher ARIS Simulation The Implementation Platform ARIS for SAP NetWeaver ARIS SOA Designer ARIS UML Designer The Controlling Platform ARIS Process Performance Manager ARIS Audit Manager What s in this Book How to Use this Book... 23

2 viii Contents 2.8 For New Users of ARIS Business Designer For ARIS Toolset and ARIS Easy Design Users Chapter 3 The Basics of Process Modelling with the ARIS Design Platform The ARIS Concept Why Use a Framework? What is a Model? The ARIS House ARIS as a Method for Business Modelling Business Process Modelling with the ARIS Design Platform Typical Scenarios for Using the ARIS Design Platform Servers, Databases and Models Objects, Occurrences and Relationships Attributes and Properties Modelling Conventions with Method Filters and Templates A Model is Not Just a Picture Major Features of the ARIS Design Platform Conventions Used in this Book Chapter 4 Business Process Architecture with ARIS The Need for a Business Process Architecture Definition of a Business Process Architecture Architecture as a Necessary Implementation Infrastructure Typical Models in a Business Process Hierarchy The Process View The Organisation View The Data View The Function View The Product/Service View Chapter 5 Getting Started with Your First Model Let s Get Started ARIS Business Servers Opening ARIS Business Designer Opening ARIS Business Architect Menus and Toolbars Starting Modelling The ARIS Designer Module Adding Objects Saving Your Model Placing and Connecting Objects Process Flows and Decisions Other Object Types Viewing and Printing Your Model Model Layout... 75

3 Contents ix Zoom and Scaling Printing Your Model Finishing Off Closing Your Model Closing ARIS Chapter 6 More About the ARIS Interface The ARIS Modules ARIS Home Page Explorer Module Navigation Bar Information Tabs Using Explorer Designer Module Designer Window Symbols Bar Navigation and Properties The Matrix Editor Administration Module The Script Editor Menus and Toolbars Main Menu Toolbars Filters and Checkboxes Right-Click Menus Menu Icons Properties and Attributes ARIS Properties ARIS Attributes ARIS Options How to Get Help ARIS Topics ARIS Method Context-sensitive Help Chapter 7 The Event-driven Process Chain Introduction The EPC Objects Events Functions The Event-driven Process Chain Naming Events in the EPC Why Use Events? Rules and Process Flow Rules

4 x Contents 7.5 Decisions Modelling Decisions Decision Rules Joining Decision Paths Do-nothing Decision Paths Parallel Paths Triggers Basic Triggers Multiple Triggers Loops Horizontal or Vertical Layout? Putting it All Together The Rules for Modelling in an EPC Chapter 8 ARIS Explorer Module Introduction Explorer Window Navigation Bar Information Tabs Explorer Toolbar Explorer Filters Left-Click Operations Right-Click Operations The Navigation Bar The ARIS Network of Servers Connecting to a New Server Using a Networked Server The LOCAL Server Databases Database Usernames and Passwords Logging Off a Database Method Filters The Information Tabs Groups Models, Objects and Occurrences Attributes and Properties Names, Identifiers and the GUID ARIS Explorer Commands New Item Commands Open Model Find Model History Copy, Cut and Paste Commands Move Commands Rename Refresh

5 Contents xi Change Password Backup and Restore Chapter 9 ARIS Designer Module Introduction Creating and Opening Models Creating New Models Opening Existing Models Saving and Closing The Designer Window Modelling Window Designer Toolbar Left-Click Operations Right-Click Operations Tooltips Designer Checkboxes Symbols Bar Navigation Bar Properties Bar Adding and Naming Objects Using the Symbols Bar Selecting and Placing an Object Renaming an Object Adding Multiple Objects Re-using Objects Using an Existing Object by Name Copy and Paste an Existing Object Drag and Drop from the Explorer Tree Connecting Objects Connection Mode Connection Types and Direction Quick Drawing of Connections Place and Connect Place and Connect of Multiple Objects Nested Objects Displaying Connection Types Selecting, Moving, Sizing and Deleting Items Selecting Multiple Items Right-Click Item Selection Moving Objects Resizing Objects Moving Connections Aligning Connections Deleting Objects Undo and Redo

6 xii Contents Chapter 10 Model Appearance Changing the Model Appearance Zooming and Scaling Model Overview Window View and Zoom Commands Model Appearance Properties Representation Connections Print Grid Object Appearance Connection Appearance Model Layout The Model Grid Aligning Objects Arrange Object Order Grouping Automatic Model Layout Part Layout Insert and Remove Space Templates Introduction Creating a Template Applying a Template to a Model Setting the Current Model Template Chapter 11 Objects and Relationships Introduction Types and Instances Making Resource Allocations Connecting Objects Resource Objects Organisation Application Systems Data Information Carriers Knowledge Resource Relationships Business Environment Putting it All Together The Function as a Transformation Using Libraries of Resource Objects Viewing Relationships Graphical Representation The Type Attribute

7 Contents xiii Attribute Placement Relationships Display ARIS Reports Function Allocation Diagrams Chapter 12 Model Assignments and the Function Allocation Diagram Model Assignments The Relationship Between an Object and a Model Creating Model Assignments Create and Assign a Model Assigning an Existing Model Drag and Drop Assignments Hide Assignments Viewing and Opening Model Assignments The Assignments Dialog Box The Assignment Icon The Assignments Tab Deleting Assignments Model Structure Using Assignments The Lean EPC Function Allocation Diagrams Create and Assign a New FAD Assigning an Existing FAD Model Show/Hide Assignments Hide Assignments Show Assignments Chapter 13 Modelling your Business Structure The Need for Structure Horizontal and Vertical Structures Horizontal Structure Segmentation Linking Models Using Events Using the Process Interface Object Rules for Horizontally Segmenting Models Segmenting Existing Models Combining Segmented Models Vertical Structure Hierarchical Decomposition Creating Hierarchy Through Model Assignments Decomposing Functions with EPCs Sub-process with Complex Triggers and Outcomes Assignment Relationships Benefits and Drawbacks to Hierarchical Modelling Theoretical Issues with Hierarchical Modelling

8 xiv Contents 13.6 Modelling at the Conceptual Layer The Value Added Chain Diagram The EPC as a High-level Model Vertical Views of the Hierarchy The Function Hierarchy and the Function Tree Decomposing Events with the Event Diagram Model Linking with Decomposed Events Chapter 14 ARIS Properties and Attributes Introduction ARIS Properties Properties Dialog Box Properties Sub-Dialog Boxes Properties Bar ARIS Attributes The Attributes Window Attributes Column Display Editing Attributes Saving Attribute Changes The Attributes Tab Attributes Dialog Box Attribute Placement Object Attribute Placement Connection Attribute Placement Moving Attribute Placements Inserting Model Attributes Inserting Free-form Text Special Attributes System Attributes and Links User Attributes Chapter 15 Definitions, Occurrences and Copies Occurrences and Definitions Copying Objects Object Occurrence Copies Object Definition Copies Object Variant Copies Object Master Copy Object Shortcuts Copying Models Model Copy Model Definition Copies Model Variant Copy Model Shortcuts Viewing Occurrences, Definitions and Variants Viewing Object Occurrences

9 Contents xv Viewing Object Definitions Viewing Object Variants Viewing Model Variants Chapter 16 Standardised Modelling with ARIS The Need for Standardisation Benefits of Standardisation Driving Reuse Through Standardisation A Common Process Repository Using ARIS to Drive Standardisation What to Standardise Basic Rules for Process Capture and Modelling A Core Set of Models, Objects and Symbols Modelling of Who?, What?, When?, Where?, Why? and How? Relationships and What They Mean How to Represent Common Scenarios Use of Attributes Model Appearance Approaches to Model Linking and Structure Libraries and Reuse Conventions Handbooks and other Standardisation Approaches Formal Standards Documents Guidelines Intranet Help and Support Site Sample Databases and Models Method Filters Using an ARIS Server Using an ARIS Web Server Object and Model Libraries Templates Training Report Scripts Semantics Checks Audits, Reviews and Quality Gates Chapter 17 Roles and Responsibilities for BPM The Roles and Responsibilities for BPM Managing Business Process Management The BPM Sponsor The Head of Business Process Management The BPM Steering Committee Business Process Experts The BPM Competence Centre The Process Owner The Process Coordinator

10 xvi Contents The Process Modeller Modelling Principles Appendix A Function Keys and Shortcuts Function Keys ARIS Designer Navigation and Selection Keys Attributes Table Navigation and Selection Keys Glossary Subject Index

11