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WebSphere Business Modeler for Business Process Management Print E-mail
Course Length - 5 Days
 
Course Description

This course introduces the participants to Business Modeling. The course also introduces the fundamentals of Service Oriented Analysis and Design (SOAD). The course uses IBM WebSphere Business Modeler Advanced edition as the modeling tool. A well-constructed business process model can help modelers identify inefficiencies and problems with business models earlier in the cycle and eliminate those hidden inefficiencies leading to savings in costs and improving performance.

 

You Will Learn How To:

After completing this course, the student should be able to:

  • Understand the need for Business Process Modeling
  • Learn to use WebSphere Business Modeler to create Business Models
  • Understand the basics of Service Oriented Analysis and Design and relate it to
  • Business Process Models
  • Model business processes
  • Analyze Business Models
  • Perform various activities such as querying and reporting associated with business process models
  • Add Key Performance Indicators to a Business Model 
 

Course Prerequisites

No technical prerequisites are required for this course. However, it is expected that the audience has some experience with working on IT or other projects.

 

Who Should Attend?

This course is designed for managers, architects and business analysts, who need to model, design, analyze and generate reports for business process at their organizations. 

 

Course Outline

1. Introduction to Business Process Management

  • Objectives
  • Business Process Management (BPM)
  • What is a Business Process?
  • Further Qualifying BPM
  • When and Why Conduct BPM?
  • Key Roles and Responsibilities
  • BPM Framework
  • Framework Foundation
  • Framework Phases
  • Relationship Between SOA and BPM
  • Summary

2. Introduction to Process Modeling

  • Objectives
  • What is a Business Process?
  • Components of a Business Process
  • Business Process Management (BPM)
  • Business Process Modeling
  • SOA and Business Process
  • What s a Service?
  • Becoming Process Oriented
  • Why Become Process Oriented?
  • Process Maturity
  • Key Tasks in Process Modeling
  • Roles and Responsibilities
  • Standards Used in Process Modeling
  • Summary

3. IBM Tools for BPM

  • Tools Coverage
  • WebSphere Business Modeler v6
  • Views, Editors and Perspective
  • Basic Operations with Views and Perspectives
  • Key Features
  • WebSphere Process Server v6
  • WebSphere Integration Developer (WID) v6
  • SCA Basics
  • Wiring Example
  • Key Features of WID
  • Finding Support and Documentation

4. Using WebSphere Business Modeler

  • Installation Techniques
  • The Workspace
  • Launching WBM
  • The Business Modeling Perspective
  • Business Modeling Project
  • Catalog
  • Creating a Project
  • The Project Tree View
  • The File System Structure
  • Business Group
  • Creating a Business Group
  • Grouping Elements in a Business Group
  • Exporting Projects
  • Importing Projects
  • Creating a Business Process
  • The Process Editor
  • Common Elements
  • Designing Data Structure
  • Using Data From a Process
  • Locate Errors in the Process
  • Running Simulations
  • Viewing Results
  • Samples and Tutorials

5. Service-Oriented Analysis & Design (SOAD) Introduction

  • Introduction to SOAD
  • Applying OOAD Principles
  • Abstraction
  • Abstraction in SOAD
  • Encapsulation
  • Encapsulation in SOAD
  • Modularity
  • Modularity in SOAD
  • Hierarchy
  • Hierarchy in SOAD
  • Why OOAD is not Enough
  • Granularity
  • The Need for Loose Coupling
  • The SOAD Methodology
  • The SOAD Methodology Steps
  • Stage 1 - Process Modeling
  • Process Modeling, (con d)
  • Business Process Document - for the User Placing an Order
  • Example: The Business Process Diagram
  • Example: The Resulting BPEL Document
  • BPEL Document, (Con d)
  • Stage 2 Service Identification
  • Service Identification, (Con d)
  • Service Identification, (Con d)
  • Example: Service Identification
  • Stage 3 Service Design & Implementation
  • Stage 4 - Process Implementation

6. SOA Case Study

  • Objectives
  • What is a Case Study?
  • Case Study Background
  • Additional Background
  • The Problem Statement
  • Status Quo Issues
  • Status Quo Issues (continued)
  • Opportunities
  • How Can SOA Help?
  • Example Solution Snippet
  • Summary

7. The Preparation Phase

  • Objectives
  • Understand the Organization
  • Organization Model
  • Key Business Processes
  • Preparing for a Project
  • Identify the Stakeholders
  • Identify the Processes to Model
  • Identify the Needs and Motivation Behind the Project
  • Define Project Goals
  • Define Process Scope
  • Create a Project Plan
  • Selecting a Modeling Tool
  • Summary

8. Modeling the As-is Process

  • Objectives
  • Introduction
  • Conduct Understanding Workshop
  • How Much Details?
  • Gather the Process Metrics
  • What Metrics to Gather?
  • Business Process Use Cases
  • Return Handling Use Case
  • Information Modeling
  • Business Item
  • Identify Quick Wins
  • Deliverable Check List
  • Risks of this Phase
  • Where to Go From Here?
  • Summary

9. Model Element - Basic

  • Introduction
  • Business Item
  • Business Item Instance
  • Business Item Templates
  • Internal Representation of Business Items
  • Data Catalog
  • Creating Business Item Template
  • Creating Business Item
  • Creating Business Item Instance
  • Advanced Editing
  • Notification
  • Example
  • Creating a Notification

10. Process Modeling - Basic

  • Process
  • Task
  • Service
  • Repository
  • Creating a Global Process
  • Creating a Local Process
  • Re-using a Global Process
  • Creating Tasks
  • Converting Local to Global
  • Creating Services
  • The Start Node
  • The Stop and End Nodes
  • Connections
  • Working With Data
  • Process Data Input and Output
  • Working With Repository
  • Decision Elements
  • Adding a Simple Decision Node
  • Adding a Multiple Choice Decision Node
  • Fork
  • Merge
  • Join
  • Merge and Join Input Data
  • Loop Elements
  • For Loop
  • While Loop/Do While Loop
  • Adding Sequence to a Loop
  • Providing Input to a Loop Element

11. Advanced Model Elements

  • Resources
  • Resource Definition Template
  • Predefined Templates
  • Resource Catalog
  • Create a Resource Definition Template
  • Resource Definition
  • Create a Resource
  • Roles
  • Creating a Role
  • Specify Role for a Resource
  • Timetable
  • Exemption
  • Creating a Timetable
  • Setting Exemptions
  • Specify Availability
  • Cost
  • Enter Cost
  • Special Time Based Cost
  • Expressions
  • Expression Builder
  • Term Types
  • Operators
  • Creating Modeling Artifact Term
  • Creating a Literal Term
  • Creating a Function Term
  • Creating an Expression With Function Term
  • Creating Sub-expression Term
  • Rules
  • Organization and Location
  • Organization Catalog
  • Organization Definition Template and Definition
  • Organization Unit
  • Location Definition Template and Location Definition
  • Organization Structure
  • Creating a Structure
  • Category
  • Creating Structure Definition

12. Advanced Process Modeling

  • Element Input Details
  • Input Criteria
  • Input Constraints
  • Correlation
  • Modeling Correlation
  • Precondition
  • Output Details
  • Output Criteria
  • Post Condition
  • Specify Required Roles for a Task
  • Specify Resources
  • Color Code by Role or Resource
  • Specify Duration
  • Specify Cost and Revenue
  • Specify Organization and Location
  • Color Coding Based on Organization or Location
  • Classifier
  • Predefined Classifiers
  • Creating Custom Classifiers
  • Using Classifiers
  • Color Coding Using Classifier
  • Map Element
  • Adding a Map
  • Observer Element
  • Timer
  • Specify Timeout
  • Swimlane Layout
  • Business Modeling Modes
  • WebSphere Process Server Mode
  • WebSphere Process Server Mode Guidelines
  • Technical Attributes View

13. Modeling the Optimized Processes

  • Objectives
  • Process Optimization Basics
  • Role of Modeling in Optimization
  • Common Optimization Goals
  • Common Solutions
  • Model the New Processes
  • Simulation
  • Process Token
  • Modeling Resource Constraints
  • Open and Close Ended Analysis
  • Preparing for Simulation
  • Running Simulation
  • Analyze Simulation Results
  • Communicate with BPM Managers
  • Deliverables of this Phase
  • Risks of this Phase
  • Summary

14. Process Simulation

  • What is Simulation?
  • Key Components
  • Tokens
  • Basic Simulation Methodology
  • Creating a Simulation Snapshot and Profile
  • Things to Remember
  • Profile Attributes
  • Profile Attributes for a Process
  • Specify Input Data to the Process
  • Profile Attributes for an Element
  • The Problem With Business Item Instance Output
  • Configuring Profile Attribute Defaults
  • Running Simulation
  • Simulation End Message
  • Configure Simulation Control
  • Viewing Statistics
  • Viewing Process Statistics
  • Viewing Task Statistics
  • Viewing Connection Statistics
  • Configure Statistics Display

15. Analyzing Process Models and Simulations

  • Introduction
  • Static Analysis of a Process Model
  • Activities by Classifier Analysis
  • Activities by Location Analysis
  • Activities by Organization Unit
  • Activity Cost and Duration Analysis
  • Activities Unable to Start Analysis
  • Activity Resource and Role Leveling Analysis
  • Throughput Analysis
  • Path Cycles Analysis
  • Paths Unable to be Followed Analysis
  • Static Analysis of the Model Elements
  • Role Cost Analysis
  • Role Cost Summary
  • Role Availability
  • Resource Analyses
  • Type Instance Matching
  • Matrix Analysis
  • Qualified Resources for Role
  • Simulation Profile Analysis
  • Profile Specification Analysis
  • Static Process Cases Summary Analysis
  • Dynamic Analysis
  • Activity Cost
  • Activity Statistics
  • Activity Resource Allocation
  • Resource Usage
  • Process Case Analysis
  • Process Instance Summary
  • Comparative Analysis

16. Querying, Reporting and Printing

  • Objectives
  • Querying
  • Using Predefined Queries
  • Running Queries
  • Creating Queries - Manually
  • Creating Queries Manually Cont d
  • Running Queries Manually Cont d
  • Carrying out Analysis
  • Reporting
  • Data Sources
  • Formatting Reports
  • Report Templates
  • Documentation Reports
  • Dynamic Analysis Reports
  • Static Analysis Reports
  • Creating Report Templates
  • Specifying Page Attributes
  • Summary

17. Exporting Models

  • Objectives
  • The Need for Exporting Models
  • Export Formats
  • Exporting to WebSphere Business Modeler Project Format
  • Exporting to UML Business Modeling Profile Format
  • Exporting to WebSphere MQ Workflow v3.5
  • Exporting to WebSphere Business Integration Server Foundation
  • Exporting Business Items to Delimited Text Files
  • Exporting to WebSphere Business Modeler XML Format
  • Exporting to WebSphere Process Server
  • Summary

18. Publishing a Project

  • Objectives
  • The need for Publishing
  • WebSphere Business Modeler Publishing Server
  • WebSphere Business Modeler Publishing Server - Architecture
  • WebSphere Family
  • Draft Portal
  • Working with Comments on Draft Portal
  • Released Portal
  • WebSphere Business Modeler Publishing Server
  • Publishing from WBM Model Publishing
  • Connecting to a Publishing Server
  • Publishing Projects
  • Summary

19. Versioning Projects

  • Objectives
  • The Need for Versioning
  • Software Configuration Management (SCM) Tools
  • Versioning WBM Projects
  • Adding CVS Repository Location
  • Adding Rational ClearCase Repository
  • Working with Repositories - Sharing Projects
  • Working with Repositories - Viewing Repository Projects
  • Working with Repositories - Checking Out Projects
  • Working with Repositories - Synchronizing Data
  • Working with Repositories - Disconnecting From Repository
  • Working with Repositories - Viewing Versions
  • Summary

20. Managing and Measuring a Process

  • Objectives
  • Managing a Process
  • The Manager's Role
  • Planning for the Process
  • Control the Process
  • Process Measures
  • Measures Based on Organizational Hierarchy
  • Measures Based on Process Hierarchy
  • The Balanced Score Card Approach
  • KPI Design
  • Modeling KPI
  • Alerts
  • Summary

21. Business Metric Measurement

  • Objectives
  • Interaction with Other Tools
  • WebSphere Business Monitor
  • Business Measure Model
  • Key Performance Indicators (KPIs)
  • Creating Business Measures Models
  • Creating Business Measures Models - Cont'd
  • Adding KPIs
  • Adding KPIs - Situation Events
  • Adding Metrics
  • Synchronizing with Process Model
  • Exporting Business Measures Models
  • Summary

22. Advanced Process Modeling

  • Objectives
  • Introduction
  • Asynchronous SOA
  • SOA Callbacks ...
  • Callback Example
  • Additional Uses of Callbacks
  • Non-Blocking Calls in SOA
  • Parallel Activity
  • One-Way Non-Blocking Calls
  • Assured Delivery
  • BPEL Events Handling
  • Event Handler Details
  • Introduction
  • Error Handling in a Service
  • Designing Faults
  • Error Handling in a Business Process
  • Fault Handler
  • Fault Handler Example
  • Raising Faults in a Process
  • Compensation
  • Example Compensation
  • Compensation Handler
  • Compensation Guidelines
  • Summary