ARIS Design Platform Rob Davis and Eric Brabänder ARIS Design Platform Getting Started with BPM Rob Davis Eric Brabänder BT OneIT, IDS Scheer AG, Germany British Telecommunications plc, UK British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library Library of Congress Control Number: 2007923594 ISBN-10: 1-84628-612-3 e-ISBN-10: 1-84628-613-1 ISBN-13: 978-1-84628-612-4 e-ISBN-13: 978-1-84628-613-1 Printed on acid-free paper © Springer-Verlag London Limited 2007 Apart from any fair dealing for the purposes of research or private study, or criticism or review, as permitted under the Copyright, Designs and Patents Act 1988, this publication may only be reproduced, stored or transmitted, in any form or by any means, with the prior permission in writing of the publishers, or in the case of reprographic reproduction in accordance with the terms of licences issued by the Copyright Licensing Agency. Enquiries concerning reproduction outside those terms should be sent to the publishers. The use of registered names, trademarks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant laws and regulations and therefore free for general use. The publisher makes no representation, express or implied, with regard to the accuracy of the information contained in this book and cannot accept any legal responsibility or liability for any errors or omissions that may be made. 9 8 7 6 5 4 3 2 1 Springer Science+Business Media springer.com DEDICATION For Sally and Serena Contents Acknowledgements.............................................................................................xvii Foreword..............................................................................................................xix Chapter 1 An Introduction to BPM.............................................................1 1.1 Brief History of Business Process Management....................................1 1.1.1 The Need for Business Value........................................................1 1.1.2 The Production Line......................................................................1 1.1.3 The Process is Your Business........................................................2 1.1.4 Business Process Re-engineering..................................................2 1.1.5 The Growth of IT...........................................................................4 1.1.6 Today’s Process Challenges..........................................................4 1.2 Realising Business Process Management...............................................6 1.2.1 Business Process Strategy Phase...................................................7 1.2.2 Business Process Design Phase.....................................................9 1.2.3 Business Process Implementation Phase.......................................9 1.2.4 Business Process Controlling Phase............................................11 Chapter 2 Introduction to the ARIS Platform..........................................13 2.1 Business Process Management with ARIS...........................................13 2.2 The Strategy Platform...........................................................................15 2.2.1 ARIS Balanced Scorecard (BSC)................................................15 2.2.2 ARIS Business Optimizer............................................................15 2.3 The Design Platform.............................................................................16 2.3.1 ARIS Toolset...............................................................................16 2.3.2 ARIS Easy Design.......................................................................16 2.3.3 ARIS Web Publisher....................................................................17 2.3.4 ARIS Business Designer..............................................................17 2.3.5 ARIS Business Architect.............................................................18 2.3.6 ARIS Business Publisher.............................................................18 2.3.7 ARIS Simulation..........................................................................19 2.4 The Implementation Platform...............................................................19 2.4.1 ARIS for SAP NetWeaver...........................................................20 2.4.2 ARIS SOA Designer....................................................................20 2.4.3 ARIS UML Designer...................................................................20 2.5 The Controlling Platform......................................................................21 2.5.1 ARIS Process Performance Manager..........................................21 2.5.2 ARIS Audit Manager...................................................................21 2.6 What’s in this Book..............................................................................22 2.7 How to Use this Book...........................................................................23 viii Contents 2.8 For New Users of ARIS Business Designer.........................................24 2.9 For ARIS Toolset and ARIS Easy Design Users.................................25 Chapter 3 The Basics of Process Modelling with the ARIS Design Platform......................................................................................27 3.1 The ARIS Concept................................................................................27 3.1.1 Why Use a Framework?..............................................................27 3.1.2 What is a Model?.........................................................................29 3.1.3 The ARIS House..........................................................................29 3.1.4 ARIS as a Method for Business Modelling.................................33 3.2 Business Process Modelling with the ARIS Design Platform.............36 3.2.1 Typical Scenarios for Using the ARIS Design Platform.............36 3.2.2 Servers, Databases and Models...................................................37 3.2.3 Objects, Occurrences and Relationships.....................................39 3.2.4 Attributes and Properties.............................................................40 3.2.5 Modelling Conventions with Method Filters and Templates......42 3.2.6 A Model is Not Just a Picture......................................................44 3.2.7 Major Features of the ARIS Design Platform.............................44 3.3 Conventions Used in this Book............................................................47 Chapter 4 Business Process Architecture with ARIS...............................49 4.1 The Need for a Business Process Architecture....................................49 4.2 Definition of a Business Process Architecture.....................................50 4.3 Architecture as a Necessary Implementation Infrastructure................51 4.4 Typical Models in a Business Process Hierarchy................................51 4.4.1 The Process View........................................................................53 4.4.2 The Organisation View................................................................56 4.4.3 The Data View.............................................................................57 4.4.4 The Function View......................................................................59 4.4.5 The Product/Service View...........................................................60 Chapter 5 Getting Started with Your First Model...................................61 5.1 Let’s Get Started...................................................................................61 5.1.1 ARIS Business Servers................................................................61 5.1.2 Opening ARIS Business Designer...............................................62 5.1.3 Opening ARIS Business Architect..............................................66 5.1.4 Menus and Toolbars....................................................................67 5.2 Starting Modelling................................................................................68 5.2.1 The ARIS Designer Module........................................................68 5.2.2 Adding Objects............................................................................69 5.2.3 Saving Your Model......................................................................70 5.2.4 Placing and Connecting Objects..................................................71 5.2.5 Process Flows and Decisions.......................................................72 5.2.6 Other Object Types......................................................................74 5.3 Viewing and Printing Your Model.......................................................75 5.3.1 Model Layout...............................................................................75 Contents ix 5.3.2 Zoom and Scaling........................................................................76 5.3.3 Printing Your Model....................................................................77 5.4 Finishing Off.........................................................................................78 5.4.1 Closing Your Model....................................................................78 5.4.2 Closing ARIS...............................................................................79 Chapter 6 More About the ARIS Interface...............................................81 6.1 The ARIS Modules...............................................................................81 6.2 ARIS Home Page..................................................................................82 6.3 Explorer Module...................................................................................83 6.3.1 Navigation Bar.............................................................................84 6.3.2 Information Tabs..........................................................................86 6.3.3 Using Explorer.............................................................................86 6.4 Designer Module..................................................................................87 6.4.1 Designer Window........................................................................88 6.4.2 Symbols Bar.................................................................................89 6.4.3 Navigation and Properties............................................................89 6.4.4 The Matrix Editor........................................................................91 6.4.5 Administration Module................................................................92 6.4.6 The Script Editor..........................................................................93 6.5 Menus and Toolbars.............................................................................94 6.5.1 Main Menu...................................................................................94 6.5.2 Toolbars.......................................................................................95 6.5.3 Filters and Checkboxes................................................................96 6.5.4 Right-Click Menus.......................................................................97 6.5.5 Menu Icons...................................................................................97 6.6 Properties and Attributes......................................................................98 6.6.1 ARIS Properties...........................................................................98 6.6.2 ARIS Attributes...........................................................................99 6.7 ARIS Options......................................................................................102 6.8 How to Get Help.................................................................................103 6.8.1 ARIS Topics...............................................................................103 6.8.2 ARIS Method.............................................................................104 6.8.3 Context-sensitive Help...............................................................104 Chapter 7 The Event-driven Process Chain............................................105 7.1 Introduction.........................................................................................105 7.2 The EPC Objects.................................................................................105 7.2.1 Events.........................................................................................105 7.2.2 Functions....................................................................................107 7.3 The Event-driven Process Chain........................................................107 7.3.1 Naming Events in the EPC........................................................108 7.3.2 Why Use Events?.......................................................................110 7.4 Rules and Process Flow......................................................................112 7.4.1 Rules..........................................................................................112 x Contents 7.5 Decisions............................................................................................113 7.5.1 Modelling Decisions..................................................................113 7.5.2 Decision Rules...........................................................................114 7.5.3 Joining Decision Paths...............................................................115 7.5.4 Do-nothing Decision Paths........................................................117 7.6 Parallel Paths......................................................................................118 7.7 Triggers...............................................................................................119 7.7.1 Basic Triggers............................................................................119 7.7.2 Multiple Triggers.......................................................................120 7.8 Loops..................................................................................................121 7.9 Horizontal or Vertical Layout?...........................................................122 7.10 Putting it All Together........................................................................124 7.10.1 The Rules for Modelling in an EPC..........................................124 Chapter 8 ARIS Explorer Module...........................................................127 8.1 Introduction........................................................................................127 8.2 Explorer Window...............................................................................127 8.2.1 Navigation Bar...........................................................................128 8.2.2 Information Tabs.......................................................................128 8.2.3 Explorer Toolbar........................................................................128 8.2.4 Explorer Filters..........................................................................129 8.2.5 Left-Click Operations................................................................129 8.2.6 Right-Click Operations..............................................................129 8.3 The Navigation Bar............................................................................130 8.4 The ARIS Network of Servers...........................................................132 8.4.1 Connecting to a New Server......................................................132 8.4.2 Using a Networked Server.........................................................132 8.4.3 The LOCAL Server...................................................................133 8.4.4 Databases...................................................................................133 8.4.5 Database Usernames and Passwords.........................................134 8.4.6 Logging Off a Database.............................................................137 8.4.7 Method Filters............................................................................137 8.5 The Information Tabs.........................................................................139 8.5.1 Groups........................................................................................140 8.5.2 Models, Objects and Occurrences.............................................141 8.5.3 Attributes and Properties...........................................................142 8.5.4 Names, Identifiers and the GUID..............................................143 8.6 ARIS Explorer Commands.................................................................144 8.6.1 New Item Commands................................................................144 8.6.2 Open Model...............................................................................146 8.6.3 Find............................................................................................147 8.6.4 Model History............................................................................147 8.6.5 Copy, Cut and Paste Commands...............................................147 8.6.6 Move Commands.......................................................................150 8.6.7 Rename......................................................................................151 8.6.8 Refresh.......................................................................................151 Contents xi 8.6.9 Change Password.......................................................................151 8.6.10 Backup and Restore...................................................................152 Chapter 9 ARIS Designer Module............................................................153 9.1 Introduction.........................................................................................153 9.2 Creating and Opening Models............................................................153 9.2.1 Creating New Models................................................................153 9.2.2 Opening Existing Models..........................................................153 9.2.3 Saving and Closing....................................................................154 9.3 The Designer Window........................................................................155 9.3.1 Modelling Window....................................................................155 9.3.2 Designer Toolbar.......................................................................156 9.3.3 Left-Click Operations................................................................156 9.3.4 Right-Click Operations..............................................................156 9.3.5 Tooltips......................................................................................157 9.3.6 Designer Checkboxes................................................................157 9.3.7 Symbols Bar...............................................................................157 9.3.8 Navigation Bar...........................................................................158 9.3.9 Properties Bar.............................................................................158 9.4 Adding and Naming Objects..............................................................159 9.4.1 Using the Symbols Bar..............................................................160 9.4.2 Selecting and Placing an Object................................................162 9.4.3 Renaming an Object...................................................................162 9.4.4 Adding Multiple Objects...........................................................162 9.5 Re-using Objects.................................................................................162 9.5.1 Using an Existing Object by Name............................................163 9.5.2 Copy and Paste an Existing Object............................................164 9.5.3 Drag and Drop from the Explorer Tree.....................................164 9.6 Connecting Objects.............................................................................164 9.6.1 Connection Mode.......................................................................165 9.6.2 Connection Types and Direction...............................................166 9.6.3 Quick Drawing of Connections.................................................168 9.6.4 Place and Connect......................................................................168 9.6.5 Place and Connect of Multiple Objects.....................................169 9.6.6 Nested Objects...........................................................................170 9.6.7 Displaying Connection Types....................................................171 9.7 Selecting, Moving, Sizing and Deleting Items...................................172 9.7.1 Selecting Multiple Items............................................................172 9.7.2 Right-Click Item Selection........................................................172 9.7.3 Moving Objects..........................................................................173 9.7.4 Resizing Objects........................................................................173 9.7.5 Moving Connections..................................................................174 9.7.6 Aligning Connections................................................................174 9.7.7 Deleting Objects.........................................................................175 9.7.8 Undo and Redo..........................................................................175