Agil Business Process Management - i Finans

Transcription

1 Agil Business Process Management - i Finans Thomas Hildebrandt Lektor, PhD Leder af gruppen for Proces- & Systemmodeller ved IT Universitetet i København og Interessegruppen for processer og IT ved Infinit

2 IT- stø3et sagsbehandling 2

3 IT- stø3et sagsbehandling 1. Processen skal skride frem så effektivt som muligt 2

4 IT- stø3et sagsbehandling 1. Processen skal skride frem så effektivt som muligt 2. Alle regler/love skal overholdes 2

5 IT- stø3et sagsbehandling 1. Processen skal skride frem så effektivt som muligt 2. Alle regler/love skal overholdes 3. Skal kunne forstås af sagsbehandleren 2

6 IT- stø3et sagsbehandling 1. Processen skal skride frem så effektivt som muligt 2. Alle regler/love skal overholdes 3. Skal kunne forstås af sagsbehandleren 4. Skal støtte samarbejde mellem flere aktører 2

7 Agil BPM i Finans Hvordan sikres at processerne passer til virkelighedens skiftende regler og produkter? og arbejdsgange? 3

8 BPM Metoden However, the focus is not on data but on process-related information ordering of activities). Process mining is also related to monitoring and intelligence [41]. Beskriv as-is og to-be processer som flow-diagrammer Adskil flow-diagram fra beslutningssregler 8 Conclusion Sæt strøm til processen med et standard BPM (Business Process Process-aware information systems (PAISs) follow a characteristic life-c ure 13 shows the four phases of such a life-cycle [7]. In the design p processes are (re)designed. In the configuration phase, designs are imp by configuring a PAIS (e.g., a WFMS). After configuration, the enactm starts where the operational business processes are executed using the sy figured. In the diagnosis phase, the operational processes are analyzed t problems and to find things that can be improved. The focus of traditio flow management (systems) is on the lower half of the life-cycle. As a re is little support for the diagnosis phase. Moreover, support in the desig limited to providing an editor while analysis and real design support are analyse & diagnose Management) System procesudførsel procesdesign Overvåg og tilpas processer systemkonfiguration 4 Figure IT 13: UNIVERSITETET PAIS life-cycle. I KØBENHAVN In this article, we showed that PAISs support operational business

9 BPM Metoden However, the focus is not on data but on process-related information ordering of activities). Process mining is also related to monitoring and intelligence [41]. Beskriv as-is og to-be processer som flow-diagrammer Adskil flow-diagram fra beslutningssregler 8 Conclusion Sæt strøm til processen med et standard BPM (Business Process Process-aware information systems (PAISs) follow a characteristic life-c ure 13 shows the four phases of such a life-cycle [7]. In the design p processes are (re)designed. In the configuration phase, designs are imp by configuring a PAIS (e.g., a WFMS). After configuration, the enactm starts where the operational business processes are executed using the sy figured. In the diagnosis phase, the operational processes are analyzed t problems and to find things that can be improved. The focus of traditio flow management (systems) is on the lower half of the life-cycle. As a re is little support for the diagnosis phase. Moreover, support in the desig limited to providing an editor while analysis and real design support are analyse & diagnose Management) System procesudførsel procesdesign Overvåg og tilpas processer systemkonfiguration 4 Figure IT 13: UNIVERSITETET PAIS life-cycle. I KØBENHAVN In this article, we showed that PAISs support operational business

10 BPM Metoden Beskriv as-is og to-be processer som flow-diagrammer Adskil flow-diagram fra beslutningssregler Sæt strøm til processen med et standard BPM (Business Process? However, the focus is not on data but on process-related information ordering of activities). Process mining is also related to monitoring and intelligence [41]. 8 Conclusion Process-aware information systems (PAISs) follow a characteristic life-c ure 13 shows the four phases of such a life-cycle [7]. In the design p processes are (re)designed. In the configuration phase, designs are imp by configuring a PAIS (e.g., a WFMS). After configuration, the enactm starts where the operational business processes are executed using the sy figured. In the diagnosis phase, the operational processes are analyzed t problems and to find things that can be improved. The focus of traditio flow management (systems) is on the lower half of the life-cycle. As a re is little support for the diagnosis phase. Moreover, support in the desig limited to providing an editor while analysis and real design support are analyse & diagnose Management) System procesudførsel procesdesign Overvåg og tilpas processer systemkonfiguration 4 Figure IT 13: UNIVERSITETET PAIS life-cycle. I KØBENHAVN In this article, we showed that PAISs support operational business

11 En Business Process- GPS? En GPS baseret på flow-diagrammer ville kunne vise ruter 5

12 En Business Process- GPS? En GPS baseret på flow-diagrammer ville kunne vise ruter - for destinationer og veje der fandtes da den blev lavet! 5

13 En Business Process- GPS? En GPS baseret på flow-diagrammer ville kunne vise ruter - for destinationer og veje der fandtes da den blev lavet! og ikke dokumentere reglerne 5

14 En typisk låneproces? 6

15 En typisk låneproces? Flow diagrammet er rigidt 6

16 En typisk låneproces? Flow diagrammet er rigidt - og beskriver ikke forretningsreglen der skal overholdes 6

17 En Business Process- GPS - vi forventer, at kunne vælge et vilkårligt mål, afvige fra ruten og få foreslået en ny - og at kortet holdes up-to-date 7

18 En Business Process- GPS - vi forventer, at kunne vælge et vilkårligt mål, afvige fra ruten og få foreslået en ny - og at kortet holdes up-to-date men også sikre at vi når effektivt i mål 7

19 En Business Process- GPS Skal vi da designe en proces, der beskriver alle mulige veje?? 8

20 Låneproces med flere veje 9

21 Låneproces med flere veje ja nej 9

22 Låneproces med flere veje ja nej Sværere at overskue! 9

23 Låneproces med flere veje ja nej Sværere at overskue! og reglen er stadig implicit 9

24 Processer vs Regler Moderne BPMS tillader at adskille beslutningsregler fra flow: Option 1 Option 2 Option 3 Conditions Conclusion Rule Pattern Person Debt Person Employment History Person Credit Rating 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram 10

25 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Option 3 Rule Pattern The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Conditions Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram

26 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Rule Pattern The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Conditions Option 3 Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler?

27 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Rule Pattern The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Conditions Option 3 Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler? Kreditvurdering med rating A skal forelægge før lån kan gives

28 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Rule Pattern The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Conditions Option 3 Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler? Kreditvurdering med rating A skal forelægge før lån kan gives Dokumentation skal modtages før lån kan gives

29 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Rule Pattern The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Conditions Option 3 Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler? Kreditvurdering med rating A skal forelægge før lån kan gives Dokumentation skal modtages før lån kan gives Rådgivning skal udføres før lån kan gives

30 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Option 3 The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Hvis lån gives skal kreditvurdering Conditions gentages efter et år Rule Pattern Person Debt 1 is Low is Good = "A" 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler? Kreditvurdering med rating A skal forelægge før lån kan gives Dokumentation skal modtages før lån kan gives Rådgivning skal udføres før lån kan gives

31 Processer vs Option Regler 2 Moderne BPMS tillader at adskille beslutningsregler Option 3 fra flow: Option 1 Option 2 Option 3 Option 3 The Rule Family, by definition, implies no p Figure 3 Procedural vs. Declarative Solutions Rule Family in Figure 3 also indicates via th Source: The Decision Model (von Halle & to Goldberg) consider. The 2009 Rule Auerbach Family Publications/Tay can contain as with the permission of the Publisher.) For that matter, it can contain additional c person s credit rating. The Rule Family tabl The Rule Family, Conclusion by definition, implies no particular sequence among the cond Person Employment Person Credit History Rating business process models of option 1 and o Rule Family in Figure 3 also indicates via the? that there are other possible c all values of person s debt and employmen to consider. The Rule Family can contain as many rows as are needed to reach into the business process model rather tha For that matter, it can contain additional columns if other conditions are neede 10 unnecessary IT UNIVERSITETET complexity and I KØBENHAVN unnecessary s person s credit rating. The Rule Family table also contains business logic for the conditions in such a business process mode business process models of option 1 and option 2. These include the adjudicat Hvis lån gives skal kreditvurdering Conditions gentages efter et år Rule Pattern Person Debt 1 is Low is Good = "A" og lade it-systemet 1 is Low beregne is Bad = vejen? baseret på reglerne? 1 is High is Good =? 1 is High is Bad =? Process Model Rule Family Table Decision Model Diagram Rule Pattern Process Model Person Debt Conditions Person Employment History Conclusion Person Credit Rating 1 is Low is Good = "A" Figure 3 Procedural vs. Declarative Solutions 1 is Low is Bad =? 1 is High is Good =? 1 is High is Bad =? Source: The Decision Model (von Halle & Goldb Process Model Rule Family Table D with the permission of the Publisher.) Men hvad med at erstatte flowet helt med regler? Kreditvurdering med rating A skal forelægge før lån kan gives Dokumentation skal modtages før lån kan gives Rådgivning skal udføres før lån kan gives

32 Regelbaseret hændelsesflow Beskriv hændelser, afhængigheder og krav (iflg. lovgivning) i stedet for proceduren Start med målet (godkend lån) - identificer forudsætninger og opfølgende handlinger IT-værktøj kan på vilkårligt tidspunkt beregne en procedure for den bedste vej Med det rigtige valg af modelsprog kan vi tillade ændringer i model på vilkårligt tidspunkt og tage systemet i brug meget tidligere 11