Collaborative process maturing support by mining activity streams. iknow 2015 Prof. Dr. René Peinl Graz, 21.10.2015



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Collaborative process maturing support by mining activity streams iknow 2015 Prof. Dr. René Peinl Graz, 21.10.2015

Agenda 1 Use case / context 2 Background: established research streams 3 Process mining the SCHub way 4 Live demonstration of parts of the solution 5 Conclusion and outlook 2

Project: Social Collaboration Hub (SCHub) Goal: Establishing an integrated infrastructure for effective support of team collaboration, esp. for knowledge intensive tasks and regionally distributed employees direct support for knowledge and business processes From a user s perspective, a unified intranet with continuous support for working tasks without breaches in the workflow should arise. Solution: Integration of Open Source Software from the areas portal, document management (DMS), groupware and business process management (BPM) 10/2014-09/2017

SCHub System Architecture nginx End-user Applications Liferay Nuxeo OX App Suite Middleware / Supporting Services Camunda BPM ElasticSearch Shindig CAS Backend Dovecot Postfix MySQL Galera / XtraDB Cluster CEPH neo4j Open LDAP Infrastructure Docker OpenStack + KVM Mesos + Marathon Univention Corporate Server

Knowledge and process maturing Based on Maier, R., Schmidt, A (2007): Characterizing knowledge maturing: A conceptual process model for integrating e-learning and knowledge management. 4th Conference Professional Knowledge Management-Experiences and Visions (WM 07), Potsdam. 6

Goal for SCHub process maturing support Allows for collaboratively enhancing document-centric processes Use Web 2.0 feature like commenting, rating, tagging in BPM Use information available in activity streams to learn about workflows Support weakly structured processes with software Use open standards and available open source software as much as possible 7

Focus of the solution communication artefacts Schmidt, A., Hinkelmann, K., Ley, T., Lindstaedt, S., Maier, R., Riss, U.: Conceptual foundations for a service-oriented knowledge and learning architecture: Supporting content, process and ontology maturing. In: Networked Knowledge-Networked Media. pp. 79 94. Springer (2009). 8

Background: Adaptive Case Management (ACM) ACM does not force strict workflows Suggests situation-specific actions that might be required Users can adopt suggested tasks, but can also adapt them No strict separation between design-time and runtime Complements Business Process Management (BPM) Object Management Group (OMG) Standards: Case Management Model and Notation (CMMN, May 2014) Business Process Model and Notation (BPMN v.2.0, January 2011) Camunda supports CMMN since version 7.2 (November 2014) 9

Example: Oracle Adaptive Case Management Activity flow for selected task

Background: BPM research streams Subject-oriented BPM Communication-oriented Very easy for end-users Maybe too simple for knowledge workers Social BPM Bring Web 2.0 participative approaches to BPM Potential benefits: increased transparency and knowledge sharing Drawbacks: possibly lower quality process models, difficult to evaluate 11

Example: Signavio Collaboration Portal https://editor.signavio.com/help/en/adding_comments.htm 12

Background: process mining and maturing Process Mining Discovery type: event logs to process models Conformance checking type: compare process model with log Enhancement type: extend existing models with data from logs Process Maturing Weakly structured process might result from missing knowledge recording of the users activities => creation & maturing of processes IT support for weakly structured processes is key to link organizational and personal knowledge work 13

Example: KISSmir research prototype (Witschel et al. 2010) Witschel, H.F., Hu, B., Riss, U.V., Thönssen, B., Brun, R., Martin, A., Hinkelmann, K.: A collaborative approach to maturing process-related knowledge. In: Business Process Management. pp. 343 358. Springer (2010).

Own approach User activities from all systems are collected in Apache Shindig (OpenSocial) and stored in neo4j (graph database) Document creation and publishing timestamp as a frame for the context Document type, title and headlines are used as semantic context Initial case creation Suggest tasks and milestones Case enhancements Suggest task patterns / sequences 15

Task recommendation algorithm explained t 0 t 1 document created document edited document annotated meta data edited document reviewed document v 1.0 published t simi larity pages user group activitites per user referenced content per activity aggregated task candidates 16

Content similarity One German and one English corpus for testing Two news sites each: heise.de, golem.de, cnn.com, bbc.co.uk Document consists of selected articles from one source Text files with news contents from both sources of the language as reference Text similarity is calculated for the whole document and for single chapters Term frequency * inverse document frequency For each content, calculate the vector of all tf*idf values Calculate cosine similarity of the vectors 17

Live demonstration 18

Abstracting activities into task descriptions Result Activities with content that is associated to a chapter of the document Activity consists of verb, object (content), target (person or system) List of people that contributed to the document (in-)directly If enough activities of a type are found, they have to be aggregated Results are generic task descriptions + content-specific parts based on headlines of the document or titles / keywords of the referenced content + role descriptions of the people (contributors) in relation to the document author (e.g. department head) or in general (e.g. KM expert) 19

From people to roles Possible relations on organizational level Same department, same level Same department, Superior/subordinate Specific department (e.g. marketing) Specific role / job description (e.g., project manager) Possible relations on the skill level Same skill Different skill Specific skill set 20

People similarity / role abstraction Information from LDAP user directory are synchronized to neo4j Result: graph with roles/job descriptions and org hierarchy derived from manager relationships and department field Information from skill management system (Apache Shindig / neo4j) Result: people skill tag relationships Typical graph operations like shortest path between two people show relation in the organization hierarchy. Drawback: user directory and skill mgmt system have to be filled properly 21

Components and their roles BPMN.io visualize & edit cases Liferay Nuxeo report doc events associate case with doctype find relevant emails Camunda BPM Shindig + Mining ElasticSearch Open LDAP create case sync org neo4j find activities Dovecot indexing

Conclusion Combination of manual maturing steps (Web 2.0) and semi-automatic maturing (activity mining) seems promising Major challenges Abstraction of concrete activities to general tasks Abstraction of concrete users to formal roles (German) data protection laws have to be considered Our solution does not present person-related data Evaluation with real life data is hard to perform CMMN editing capabilities for BPMN.io are on Camunda s roadmap 23

BPM + ACM + Web 2.0 + Data Analytics! Hof University Alfons-Goppel-Platz 1 95028 Hof, Germany Prof. Dr. René Peinl Head of research group systems integration Teaching area: Web architecture Phone +49 9281 409-3000 Fax +49 9281 409-4000 rene.peinl@hof-university.de www.hof-university.de