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All about BPM

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White Paper
Authors: Raphael Bortolini (rafael@cryo.com.br) and Mauricio Steinbruch (maurici
o.steinbruch @ cryo.com.br) Version: 1.0 Date: Monday, May 26, 2008 Indexing: BP
M, BPMN, XPDL, BPEL , processes, business process, control, tutorial, guide, BPM
S, SOA, Web Services
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An attempt
This document consists of an initial attempt to cluster, succinctly, the main as
pects and definitions related to Business Process Management - BPM. The target a
udience are professionals who are beginning the study of this matter. We are ope
n to suggestions for improvements and possible corrections, as well as links to
further references.
Contribute! E-mail us with your suggestion / completion.
1. Step One: Understand processes
1.1 What is a process?
A process is a group of activities performed in a particular sequence that produ
ces a good or a service. It can be seen also as any activity or set of activitie
s where there is an entry, processing, and an output. Not necessarily the entry
that we are referring to is material, information may be, for example.
Learn More http://www.fgvsp.br/rae/artigos/006-019.pdf http://www.fgvsp.br/rae/a
rtigos/008-019.pdf http://pt.wikipedia.org/ Wiki / Processes

1.2 Why so important?


The processes are so important because it is through them that companies perform
their functions. All work done in companies is part of some process.
Learn More http://www.fgvsp.br/rae/artigos/006-019.pdf http://www.fgvsp.br/rae/a
rtigos/008-019.pdf
1.3 How to see and identify processes?
To see and identify business processes requires an analysis to check what are th
e essential processes (related to the company's focus), and what are auxiliary p
rocesses, identifying how the company performs its function from the first custo
mer contact to delivery and evaluation of product / service.
Learn More http://www.fgvsp.br/rae/artigos/008-019.pdf
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1.4 How to manage processes?
In the process management is important to have a broad view of what is being pro
duced (either goods or services), avoiding restricted to a single item or activi
ty. Should be evaluated the synergy between the activities for a better end resu
lt.
Learn More http://www.fgvsp.br/rae/artigos/008-019.pdf http://www.lgti.ufsc.br/p
osgraduacao/legenda/gpa/GP_basico_cochabamba.pdf

1.5 How to evaluate processes?


There are a number of indicators to the assessment process. This assessment can
be made through a bottleneck analysis, productivity analysis, cost, etc.., Varyi
ng according to the wishes of the company. The company can define its own indica
tors on the workings of the properties or processes.
Learn More http://www.hammerandco.com/pemm.asp http://blog.cryo.com.br/2008/04/1
8/melhorias-e-avaliacao-de-processos/
2. Step Two: Understand the concepts of BPM
2.1 What is BPM?
Business process management (BPM) consists of a management methodology for proce
ss management, which can be aided by technological tools.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management http://www.i
ntranetportal.com.br/e-gov/eg_4 http://www.softwareag.com/ch/res/books/default.
asp https: / / www.bpminstitute.org / articles / article / article / what-is-bpm
-anyway.html

2.2 To what serves the BPM?


BPM helps companies identify the strategic importance of their processes and to
take competitive advantage of that. It also serves to give the manager greater e
ase of finding opportunities for improving customer service through performance
indicators.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management http://blog.
cryo.com.br /
2.3 How BPM controls processes?
BPM controls processes through a series of indices for evaluating processes. For
example, can be measured the runtime of the process, performance improvements,
and monitoring the current process. These indices should be directed to the need
s of the company, referring to processes specifically. Cryo Technologies | 55 51
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Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
2.4 What types of improvement can be achieved through BPM?
The BPM can generate improvements in terms of speed at which the process is carr
ied out, efficiency, quality and cost.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
2.5 Where and how BPM can be used?
The BPM can be used in a wide variety of sectors. For example, in the retail sec
tor, the industrial sector, the government sector, etc.. It can also be used in
various departments of companies, such as the finance department, human resource
s, business, etc.. They all have processes. BPM methodology allows, through impl
ementation and control more efficient processes can be improved in any of these
areas.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
3. Step Three - which is mapping and process modeling
3.1 What is Process Mapping?
The mapping process is the understanding of existing processes through its descr
iption and its design, as well as identifying their interrelationship. It is ext
remely useful to businesses, since with it can have a broader vision and clear o
rganization.
Learn More http://www.lgti.ufsc.br/posgraduacao/legenda/gpa/MapeamentoCochabamba
.pdf
3.2 What is and what good is a flowchart?
A flowchart is a diagram, with specific symbols, which represent the sequencing
of the activities of a process. They can also submit who are responsible for the
se activities. There are specific software for drawing flowcharts, BPMS and some
already have this tool in system itself.
Learn More http://en.wikipedia.org/wiki/Flowchart
3.3 What is process modeling?
The process modeling, despite being a concept commonly cited along with "mapping
" is a more specific and thorough process, creating a model of its operation in
order to achieve some goal, such as automation or monitoring long-term, example.
Learn More
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http://en.wikipedia.org/wiki/Business_process_modeling
3.4 What is a modeling tool?
A modeling tool is a specific tool for the design, documentation and detailing b
usiness processes, can not, however, run the process. Some BPMS modeling tools h
ave incorporated into your system.
Learn More http://office.microsoft.com/pt-br/visio/FX100487861046.aspx http://ww
w.bizagi.com/esp/noticias/noticias/2008/modeladorbizagi.html
3.5 What is a tool for BPA (Business Process Analysis)?
Business Process Analysis, or BPA, is a tool (software) that involves business p
rocess modeling and simulation of its performance. It helps the company achieve
its goals through the modification of rules, processes and information. It is be
ing widely used, also in acquisitions and mergers, which helps to document and a
nalyze the business processes involved.
Learn More http://www.casewise.com/Solutions/BusinessProcessAnalysis/ http://www
.ids-scheer.com.cn/evaluation/Magic% 20Quadrant% 20for% 20Business% 20Process 20
Analysis%,% 202004.htm
3.6 What are the modeling tools available in the market?
Some of the tools available in the market are: ARIS, Microsoft Visio, BizAgi Mod
eler, Process Modeler Harpoons, tools of Proforma Corporation, ProVision, Synthi
s Process Modeler, etc.
Learn More http://office.microsoft.com/pt-br/visio/FX100487861046.aspx http://ww
w.bizagi.com/esp/noticias/noticias/2008/modeladorbizagi.html
4. Step Four - what they are and what the implementation of BPMS
4.1 What is a BPMS?
A BPMS (Business Process Management Suite) is a system (software) responsible fo
r the automation of BPM methodology. Through the BPMS can be performed quickly a
nd with tight control. Usually present tools and reports extremely useful to the
manager.
Learn More http://thebpmexperience.wordpress.com/bpms-directory/ http://bpmsbras
il.blogspot.com/ http://www.baguete.com.br/artigosDetalhes.php?id=117

4.2 What can a BPMS?


A BPMS generally allows the simulation, implementation, control and process opti
mization. Furthermore, it allows all employees to know better the processes that
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participate. Often, provides customized reports according to business needs, pro
viding information so important for the search for better results.
Learn More http://www.cryo.com.br/Solucoes/Business-Process-Management.aspx http
://bpmsbrasil.blogspot.com/2007/08/quer-desenvolver-uma-aplicao-de-negcio_17.htm
l
4.3 What is and what serves as a form?
A form represents a set of information that is necessary for the conduct of the
proceedings. In BPMS, service of process can be given along with filling out an
electronic form, where each person participating in the process must fulfill cer
tain information. This information contained in forms may affect the way that th
e process takes.
Learn More http://en.wikipedia.org/wiki/Flowchart

4.4 What are business rules? E BRE (Business Rules Engine)?


Business Rules are operations, definitions and restrictions that are necessary f
or the company to achieve its goals. Often, business rules determine which way t
he process will take. A business rule could be, for example, which requires in a
company X, over 100,000 actual purchases must have authorization from the direc
tor. The Business Rules Engines are systems (software) responsible for managemen
t and automation of business rules.
Learn More http://en.wikipedia.org/wiki/Business_rules http://en.wikipedia.org/w
iki/Business_rules_engine
4.5 How is the interface of a BPMS?
The interface of a BPMS varies with the system we are dealing with. When these a
re suites with a focus on people, are very intuitive and with a very friendly in
terface. Even when it's Suites of integration, we found the interface less frien
dly and more technical.
Learn More http://www.cryo.com.br/Solucoes/Business-Process-Management.aspx http
://bpmsbrasil.blogspot.com/2007/08/quer-desenvolver-uma-aplicao-de-negcio_17.htm
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4.6 How the simulation is done?
The simulation is done through the sequencing of activities proposed in the flow
chart above. Enables a single user to "execute" all tasks aimed at testing wheth
er there is some technical error or if the system being carried out following th
e reality.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
4.7 How is done running?
Upon execution, each task is sent to their respective responsible in due order e
stablished in the modeling. When a user completes its task, the next task is imm
ediately sent to their respective charge. For this, you must complete the requir
ed fields on the form or other predetermined data.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
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4.8 As the control is done?


There are several forms of control, one of which is through reports. The reports
are attached and provided indicators of the process during and following their
progress.Allows the manager to take swift action to correct errors or to improve
the process.
Learn More http://pt.wikipedia.org/wiki/Business_Process_Management
4.9 I need to have a BPMS BPM?
No. Deploy BPM is a level of abstraction than software. Deploy BPM means underst
anding the business customer oriented and see the organization's processes. Ofte
n means cultural change as well. The BPMS, however, helps deploy BPM in a way mo
re practical, safe and controlled, being an important ally to the process manage
r. However, it is imperative that the company can see its processes first and th
en get to select the most appropriate BPMS to support the deployment.
Learn More http://webinsider.uol.com.br/index.php/2007/08/11/bpm-nao-e-tecnologi
a-e-orientacao-para-a-gestao/ http://www.baguete. com.br / artigosDetalhes.php?
id = 117
4:10 What is the best BPMS for my business?
The deployment of a BPMS is an intermediate step in the deployment schedule of B
PM. Before thinking about BPMS, we must understand business processes, their cha
racteristics, and characteristics and culture of the people involved. It is esse
ntial that the BPMS is consistent with the goals of BPM defined. There are many
solutions on the market that will adapt to different realities of business. Eval
uate the greatest number.
Learn More http://thebpmexperience.wordpress.com/bpms-directory/
5. Step Five - process standards
5.1 What is BPMN?
The BPMN, Business Process Modeling Notation, it is a standard notation for draw
ing business processes in flowcharts. In practice it is a set of rules and conve
ntions that determine how the flow charts should be drawn. It is the notation mo
re recognized in the field of BPM today. Below is an example.
Learn More http://www.bpmn.org/Documents/Introduction% 20to% 20BPMN.pdf http://w
ww.bpmn.org/Documents/OMG 20Adopted 20final%%%% 201-0% 20BPMN 20Spec% 2006-02 -0
1.pdf http://en.wikipedia.org/wiki/BPMN http://www.bptrends.com/publicationfiles
/05-08-ART-BPMN% 20Survey-Recker-JR% 20final.pdf
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5.2 In serving the BPMN?


The BPMN serves to facilitate understanding between people of flowcharts. There
are many ways and logical to draw a flowchart, so that understanding is faster a
nd easier, it is extremely important to follow a pattern and conventions.
Learn More http://www.bpmn.org/Documents/6AD5D16960.BPMN_and_BPM.pdf http://en.w
ikipedia.org/wiki/BPMN # Uses_of_BPMN
5.3 What is BPEL?
BPEL (Business Process Execution Language) is a language based on Web services t
o perform specific business processes involving systems integration. This is a s
tandard for exclusive use by professional technicians.
Learn More http://en.wikipedia.org/wiki/BPEL http://docs.oasis-open.org/wsbpel/2
.0/wsbpel-v2.0.html
5.4 What are Web Services?
It's a technological solution used in systems integration and communication betw
een different applications.
Learn More http://pt.wikipedia.org/wiki/Web_service
5.5 What is XPDL?
XPDL is a format standardized by the Workflow Management Coalition (WfMC) that a
llows a flow chart drawn in a modeling tool can be transferred to a BPMS or othe
r modeling tool, for example. In practice it is extremely useful and saves a lot
of time.
Learn More http://www.wfmc.org/standards/xpdl.htm http://en.wikipedia.org/wiki/X
PDL http://xml.coverpages.org/XPDL20010522.pdf
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6. Step Six - SOA
6.1 What is SOA?
SOA (Service Orienthed Architecture) is not a technology or software. It is a ph
ilosophy of software development in seeking a greater ease of integration betwee
n enterprise systems.
Learn More http://br.groups.yahoo.com/group/BPM-Forum/files/BPM 20Day/01% 20Foru
m%%% 20Primeira 20Edicao/Apresentacoes / http://en.wikipedia.org / wiki / Servic
e-oriented_architecture http://pt.wikipedia.org/wiki/Service-oriented_architectu
re http://www.javaworld.com/javaworld/jw-06-2005/jw-0613-soa.html

6.2 What are the premises of SOA?


SOA sees the various enterprise system and its functions as providers of "servic
es." Each "service" is a function that a system can perform. Using patterns of c
ommunication systems, you can expose those services to each other and so create
new systems (software) from a combination of services.
Learn More http://cio.uol.com.br/tecnologia/2006/07/17/idgnoticia.2006-07-17.373
2358054/ http://f1.grp.yahoofs.com/v1/4IcxSMVqt7mJPmsh1ywBgQ02dh9EdKiMlefxR70p6w
sTNuRy2bE5kjiDa5cK83jSlKmMyFNHJ326wgzAvJU- 5L7KrVXMXVa7Vu5vnp2-q- cT / BPM 20Day
/01% 20Forum%%% 20Primeira 20Edicao/Apresentacoes/BPM% 20Forum% 2C% 20Day%% 20Pr
imeira 20Edicao 20Palestra% 2C% 202% 20% - 25%
To be precise 06.03 BPM for SOA?
No. As we have seen, BPM is a management practice and not a technology architect
ure. However, SOA can be a great ally on the side of IT (Information Technology)
to make BPM projects more consistent with corporate goals, often integrating sy
stems and automating activities that previously would be carried manually.
Learn More http://br.groups.yahoo.com/group/BPM-Forum/files/BPM 20Day/01% 20Foru
m%%% 20Primeira 20Edicao/Apresentacoes / http://www.igpinformatica.com.br/docs/
BPMSOA.pdf
6.4 If I have SOA BPM?
No. SOA can be considered the main instrument in the field of computing to the e
nterprise deployment of BPM, but not all. Several other areas of the company mus
t contribute specific knowledge and capabilities.
Learn More http://thebpmexperience.wordpress.com/2006/03/17/bpm-e-soa/ http://ww
w.igpinformatica.com.br/docs/BPMSOA.pdf
6.5 What is an ESB and for what purpose it serves?
An ESB (Enterprise Service Bus) is a tool (software) that helps in the integrati
on of enterprise systems using services market.
Learn More http://br.groups.yahoo.com/group/BPM-Forum/files/BPM 20Day/01% 20Foru
m%%% 20Primeira 20Edicao/Apresentacoes / http://en.wikipedia.org/wiki/Enterprise
_service_bus
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6.6 To SOA need an ESB?
No. But an ESB will make the task of deploying SOA much easier.
Learn More http://br.groups.yahoo.com/group/BPM-Forum/files/BPM 20Day/01% 20Foru
m%%% 20Primeira 20Edicao/Apresentacoes / http://softwarecommunity.intel.com/arti
cles/eng/ 3773.htm
6.7 What is the difference between SOA and Web Services?
SOA aims to create applications within an enterprise, creating all programs with
a software development methodology specifically. Now Web services are a set of
standard mechanisms of communication that are created on the World Wide Web
Learn More http://cio.uol.com.br/tecnologia/2006/07/17/idgnoticia.2006-07-17.373
2358054/
About Cryo Cryo Technologies, founded in 2003, is an innovator in building manag
ement solutions through technology for processes of BPM (Business Process Manage
ment), supporting organizations to deploy a definitive model of automation workf
lows. Learn more at www . cryo.com.br BPM About the Orchestra The orchestra, dev
eloped by Cryo Technologies, is a pioneering solution in Brazil in the segment o
f Business Process Management (BPM), helping organizations to successfully deplo
y a definitive model of Business Process Management in large scale . Learn more
at www.cryo.com.br / orchestra

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