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Design Principles for Process-driven Architectures Using Oracle BPM and SOA Suite 12c
Design Principles for Process-driven Architectures Using Oracle BPM and SOA Suite 12c

Design Principles for Process-driven Architectures Using Oracle BPM and SOA Suite 12c: A design handbook to orchestrate and manage flexible process-driven systems with Oracle BPM and SOA Suite 12c

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Design Principles for Process-driven Architectures Using Oracle BPM and SOA Suite 12c

Chapter 2. Modeling Business Processes for SOA – Methodology

This chapter describes the strategies and a methodology that can help us realize the benefits of BPM as a successful enterprise modernization strategy.

In this chapter, we will do the following:

  • Provide the reader with a set of actions in the course of a complete methodology that they can incorporate in order to create the desired attractiveness towards broader application throughout the enterprise
  • Describe organizational and cultural barriers to applying enterprise BPM and discuss ways to overcome them

The postmature birth of enterprise BPM

When enterprise architects discuss the future of the software landscape of their organization, they map the functional capabilities, such as customer relationship management and order management, to existing or new applications—some packaged and some custom. Then, they connect these applications by means of middleware. They typically use the notion of an integration middleware, such as an enterprise service bus (ESB), to depict the technical integration between these applications, exposing functionality as services, APIs, or, more trendy, "micro services".

These services are used by modern, more and more mobile frontends and B2B partners. For several years now, it has been hard to find a PowerPoint slide that discusses future enterprise middleware without the notion of a BPM layer that sits on top of the frontend and the SOA service layer. So, in most organizations, we find a slide deck that contains this visual box named BPM, signifying...

Oracle BPM Suite 12c – new business architecture features

New tools in Oracle BPM Suite 12c put BPM in the mold of business architecture (BA). This new version contains new BA model types and features that help companies to move out of the IT-based, rather technical view of business processes automation and into strategic process improvement. Thus, these new model types help us to embark on the journey towards enterprise BPM.

This is an interesting step in evolution of enterprise middleware—Oracle is the first vendor of a business process automation engine that moved up from concrete automated processes to strategic views on end-to-end processes, thus crossing the automation/strategic barrier.

BPM Suite 12c introduces cross-departmental business process views. Thereby, it allows us to approach an enterprise modeling exercise through top-down modeling. It has become an end-to-end value chain model that sits on top of processes. It chains separated business processes together...

Football games – same basic rules, different methodology

Any game, be it a physical sport, such as football, or a mental sport, such as chess, is defined through a set of common rules. How the game is played will look very different depending on the level of the league it is played in. A Champions League football game is so much more refined than your local team playing at the nearby stadium, not to mention the neighboring kids kicking the ball in the dirt ground.

These kids will show creativity and pleasure in the game, yet the level of sophistication is a completely different ball game in the big stadium. You can marvel at the effort made to ensure that everybody plays their role in a well-trained symbiosis with their peers, all sharing a common set of collaboration rules and patterns. The team spent so many hours training the right combinations, establishing a deep trust. There is no time to discuss the meaning of an order shouted out by the trainer. They have worked on this common...

Which BPM game do we play?

Game Silo BPM is the workflow or business process automation in organizational departments. It resembles the kids playing soccer on the neighborhood playground. After a few years of experience with automated processes, the maturity rises to resemble your local football team—yes, they play in a stadium, and it is often not elegant.

Game Silo BPM is a tactical game in which work gets done while management deals with reaching departmental goals. New feature requests lead to changed or new applications and the people involved know each other very well over many years under established leadership. Workflows are automated to optimize performance.

Game Enterprise BPM thrives for process excellence at Champions League. It is a strategic game in which higher management and business departments outline the future capability maps and cross-departmental business process models. In this game, players tend to regard the overall organization as a set of more or less efficient...

Oracle BPM Suite 11g is made for playing Game Silo BPM

Oracle BPM Suite 11g provides all the tools and functionalities necessary to automate a departmental workflow. It is not sufficient to model business processes that span departmental barriers and require top-down process hierarchies.

The key components are the following:

  • The BPMN process modeling tool and the respective execution engine
  • The means to organize logical roles and depict them as swimlanes in BPMN process models
  • The human-task component that involves human input in decision making
  • The business rule for supporting automated decision making
  • The technical means to call backend SOA services
  • The wizards to create data mappings
  • The process performance can be measured by means of business activity monitoring (BAM)

The postmature birth of enterprise BPM


When enterprise architects discuss the future of the software landscape of their organization, they map the functional capabilities, such as customer relationship management and order management, to existing or new applications—some packaged and some custom. Then, they connect these applications by means of middleware. They typically use the notion of an integration middleware, such as an enterprise service bus (ESB), to depict the technical integration between these applications, exposing functionality as services, APIs, or, more trendy, "micro services".

These services are used by modern, more and more mobile frontends and B2B partners. For several years now, it has been hard to find a PowerPoint slide that discusses future enterprise middleware without the notion of a BPM layer that sits on top of the frontend and the SOA service layer. So, in most organizations, we find a slide deck that contains this visual box named BPM, signifying the aim to improve...

Oracle BPM Suite 12c – new business architecture features


New tools in Oracle BPM Suite 12c put BPM in the mold of business architecture (BA). This new version contains new BA model types and features that help companies to move out of the IT-based, rather technical view of business processes automation and into strategic process improvement. Thus, these new model types help us to embark on the journey towards enterprise BPM.

This is an interesting step in evolution of enterprise middleware—Oracle is the first vendor of a business process automation engine that moved up from concrete automated processes to strategic views on end-to-end processes, thus crossing the automation/strategic barrier.

BPM Suite 12c introduces cross-departmental business process views. Thereby, it allows us to approach an enterprise modeling exercise through top-down modeling. It has become an end-to-end value chain model that sits on top of processes. It chains separated business processes together into one coherent...

Football games – same basic rules, different methodology


Any game, be it a physical sport, such as football, or a mental sport, such as chess, is defined through a set of common rules. How the game is played will look very different depending on the level of the league it is played in. A Champions League football game is so much more refined than your local team playing at the nearby stadium, not to mention the neighboring kids kicking the ball in the dirt ground.

These kids will show creativity and pleasure in the game, yet the level of sophistication is a completely different ball game in the big stadium. You can marvel at the effort made to ensure that everybody plays their role in a well-trained symbiosis with their peers, all sharing a common set of collaboration rules and patterns. The team spent so many hours training the right combinations, establishing a deep trust. There is no time to discuss the meaning of an order shouted out by the trainer. They have worked on this common understanding...

Which BPM game do we play?


Game Silo BPM is the workflow or business process automation in organizational departments. It resembles the kids playing soccer on the neighborhood playground. After a few years of experience with automated processes, the maturity rises to resemble your local football team—yes, they play in a stadium, and it is often not elegant.

Game Silo BPM is a tactical game in which work gets done while management deals with reaching departmental goals. New feature requests lead to changed or new applications and the people involved know each other very well over many years under established leadership. Workflows are automated to optimize performance.

Game Enterprise BPM thrives for process excellence at Champions League. It is a strategic game in which higher management and business departments outline the future capability maps and cross-departmental business process models. In this game, players tend to regard the overall organization as a set of more or less efficient...

Oracle BPM Suite 11g is made for playing Game Silo BPM


Oracle BPM Suite 11g provides all the tools and functionalities necessary to automate a departmental workflow. It is not sufficient to model business processes that span departmental barriers and require top-down process hierarchies.

The key components are the following:

  • The BPMN process modeling tool and the respective execution engine

  • The means to organize logical roles and depict them as swimlanes in BPMN process models

  • The human-task component that involves human input in decision making

  • The business rule for supporting automated decision making

  • The technical means to call backend SOA services

  • The wizards to create data mappings

  • The process performance can be measured by means of business activity monitoring (BAM)

Oracle BPM Suite models processes in BPMN


Workflows are modeled on a pretty fine level of granularity using the standard BPMN 2.0 version (and later versions). BPMN is both business ready and technically detailed enough to allow model processes to be executed in a process engine. Oracle fittingly expresses the mechanism as what you see is what you execute.

Those workflows typically orchestrate human interaction through human tasks and functionality through SOA services. The next chapter discusses BPMN in greater detail.

In the next sections of this chapter, we will move our head out of the cocoon of the silo, looking higher and higher along the hierarchy of the enterprise until we reach the world of workshops and polished PowerPoint slides in which the strategy of the organization is defined.

Game Enterprise BPM


Enterprise BPM is a management discipline with a methodology typically found in business architecture (BA) and the respective enterprise architecture (EA) teams. Representatives of higher management and of business departments and EA teams meet management consultants in order to understand the current situation and the desired state of the overall organization.

Therefore, enterprise architects define process maps—a high-level view of the organization's business processes, both for the AS-IS and various TO-BE states. In the next step, they define the desired future state and depict strategies and means to reach it.

Business processes that generate value for the organization typically span several departments. The steps in these end-to-end processes can be mapped to the functional building blocks—the departments.

Figure 2: Cross-departmental business process needs an owner

The goal of Game Enterprise BPM is to manage enterprise business processes, making sure they realize the...

Still wide open – the business/IT divide


Organizational change in the management structure is a prerequisite for the success of Game Enterprise BPM but is not a sufficient condition. Several business process management books describe the main challenge in enterprise BPM as the still-wide-open business/IT divide. There is still a gap between process understanding and ownership in Game Enterprise BPM and how automated process are modeled and perceived in departmental workflows of Game Silo BPM. Principles, goals, standards, and best practices defined in Game Enterprise BPM do not trickle down into everyday work in Game Silo BPM.

One of the biggest reasons for this divide is the fact that there is no direct link between the models and tools used in top management to depict the business strategy, IT strategy, and business architecture and the high-level value chain and between the process models and the models and artifacts used in enterprise architecture and from there, even software architecture...

Oracle BPM Suite 12c tackles Game Enterprise BPM


With BPM Suite 12c, Oracle is starting to engage in this domain. The approach Oracle took can be summarized as applying the Pareto principle: 80 percent of the needed features for strategic enterprise modeling can be found in just 20 percent of the functionality of those high-end, enterprise-level modeling tools. So, Oracle implemented these 20 percent of business architecture models:

  • Enterprise maps to define the organizational and application context

  • Value chains to establish a root for process hierarchies

  • The strategy model to depict focus areas and assign technical capabilities and optimization strategies

The following figure represents the new features in Oracle BPM Suite 12c in the context of the Game Enterprise BPM methodology:

Figure 4: Oracle BPM Suite 12c new features in the context of the Game Enterprise BPM methodology

Note

The preceding figure is based on the BPTrends Process Change Methodology introduced in the Business Process Change...

Using business architect features


The process composer is a business user-friendly web application. From the login page, it guides the user in the spirit of a business architecture methodology.

All the models that we create are part of a "space". On its entry page, the main structure is divided into business architecture models in BA projects, which are described in this chapter, and the BPMN type of business process models in "BPM projects", which are described in the following chapter.

It is a good practice to start with an enterprise map that depicts the business capabilities of our organization. The rationale is that the functions the organization is made of tend to be more stable and less a matter of interpretation and perspective than any business process view.

Enterprise maps can be used to put those value chains and process models into the organizational and application landscape context.

Oracle suggests organizing the business capabilities into three segments. Thus, the default enterprise...

Properties of BA models


Each element (goal, objective, strategy) within the model can be enriched with business properties, such as actual cost, actual time, proposed cost and proposed time. These properties are part of the impact analysis report that can be generated to analyze the BA project.

Figure 8: Use properties to specify SLAs and other BA characteristics

Depicting organizational units


Within RYLC as an organization, we now depict its departments as organizational units. We can adorn goals to each of the units, which depict its function and the role it plays in the concert of the overall ecosystem. This association of a unit to a goal is expressed via links to goals defined in the strategy model.

These goals will be used for the impact analysis reports that show the impact of changes on the organizational or procedural changes. It is possible to create several organization units as shown in the following screenshot:

Figure 9: Define a set of organization units

Value chains


A value chain model forms the root of a process hierarchy. A value chain consists of one direct line of steps, no gateways, and no exceptions. The modeler in Oracle BPM Suite allows each step in the chain to depict associated business goals and key performance indicators (KPIs) that can be used to measure the organization's performance rather than the details of departmental performance.

The value chain model is a very simple one depicting the flow of the most basic business process steps. Each step is a business process in its own right. On the level of the chain, there is no decision making expressed. This resembles a business process expressed in BPMN that has only direct lines and no gateways.

Figure 10: Creation of a new value chain model called "Rental Request-to-Delivery"

The value chain model type allows the structuring of your business processes into a hierarchy with a value chain forming the topmost level.

Strategy models


Strategy models that can be used to further motivate their KPIs are depicted at the value chain level.

Figure 11: Building the strategy model for the strategy "Become a market leader"

These visual maps leverage existing process documentation and match it with current business trends and existing reference models. These models depict processes and associated organizational aspects encompassing cross-departmental views on higher levels and concrete processes down to level 3. From there, they prioritize distinct processes and decide on one of several modernization strategies—process automation being just one of several!

So, in the proposed methodology in the following diagram, in the Define strategy and performance measures (KPIs), the team down-selects for each business process or even subprocess one or several means to improve process efficiency or transparency.

Typically, these means are defined as "supporting capabilities". These are a technique, a tool, or an approach that...

Key performance indicators


Within a BA project (strategy and value chain models), there are three different types of KPIs that can be defined:

  • Manual KPI: This allows us to enter a known value

  • Rollup KPI: This evaluates an aggregate of the child KPIs

  • External KPI: This provides a way to include KPI data from applications other than BPM Suite, such as SAP, E-Business Suite, PeopleSoft, and so on.

Additionally, KPIs can be defined on a BPMN process level, which is not covered in this chapter.

KPIs in the value chain step level

The following are the steps to configure the KPIs in the value chain step level:

  1. Open the value chain model Rental Request-to-Delivery.

  2. Right-click on the Vehicle Reservation & Allocation chain step, and select KPI.

  3. Click on the + (plus) sign to create a manual KPI, as illustrated in the next screenshot.

The following image shows the configuration of the KPIs:

Figure 13: Configuring a KPI

Why we need a new methodology for Game Enterprise BPM


Now, Game Enterprise BPM needs to be played everywhere. This implies that Game Silo BPM needs to diminish, meaning it needs to be replaced, gradually, through managed evolution, league by league, aiming for excellence at Champions League.

We can't play Game Enterprise BPM with the same culture of ad hoc, joyful creativity, which we find in Game Silo BPM. We can't just approach our colleague; let's call him Ingo Maier, who we know has drawn the process model for a process we are interested in. We can't just walk over to the other desk to him, asking him about the meaning of an unclear section in the process. That is because in Game Enterprise BPM, Ingo Maier, as a person whom we know as part of our team Silo, does not exist anymore.

We deal with process models, with SOA services, with a language defined somewhere else, in another department. This is what makes it so hard to move up in BPM leagues.

Hiding behind the buzz term "agile" does...

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Description

This book is intended for BPM and SOA architects, analysts, developers, and project managers who are responsible for, or involved in, business process development, modelling, monitoring, or the implementation of composite, process-oriented applications. The principles are relevant for the design of on-premise and cloud solutions.

Who is this book for?

This book is intended for BPM and SOA architects, analysts, developers, and project managers who are responsible for, or involved in, business process development, modelling, monitoring, or the implementation of composite, process-oriented applications. The principles are relevant for the design of on-premise and cloud solutions.

What you will learn

  • Design principles to model business processes and business architectures
  • Best practices to produce executable business processes in BPMN
  • Principles when designing reusable services and composite applications
  • Advanced approaches to human interactions in business processes, including patterns and Adaptive Case Management
  • Business rules management and principles for rule design and implementation, including using rules in BPMN and BPEL processes
  • Prepare process applications for mobile and multichannel/omnichannel
  • Explore the best practices and principles of Business Activity Monitoring to define and monitor Key Performance Indicators
  • Extend the processes to Internet of Things devices and processing complex events
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Oracle
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Table of Contents

13 Chapters
1. Business Process Management, Service-oriented Architecture, and Enterprise Architecture Chevron down icon Chevron up icon
2. Modeling Business Processes for SOA – Methodology Chevron down icon Chevron up icon
3. BPMN for Business Process Modeling Chevron down icon Chevron up icon
4. Process-driven Service Design Chevron down icon Chevron up icon
5. Composite Applications Chevron down icon Chevron up icon
6. Process Execution with BPMN and BPEL Chevron down icon Chevron up icon
7. Human Interaction with Business Processes Chevron down icon Chevron up icon
8. Business Rules Chevron down icon Chevron up icon
9. Adaptive Case Management Chevron down icon Chevron up icon
10. Mobile and Multichannel Chevron down icon Chevron up icon
11. Event Processing and BPM Chevron down icon Chevron up icon
12. Business Activity Monitoring Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(3 Ratings)
5 star 33.3%
4 star 33.3%
3 star 33.3%
2 star 0%
1 star 0%
Rild Aug 19, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I've already read most Thomas Erl SOA books and I like the theoretical SOA world. Now, as I'm going into the Oracle SOA technology, I've been surprised by how stuff works in real life and this book is playing a great role helping me to see some theory in action.The way you model your business/systems and the requirements of your environment is, as expected, more important than the first class technology you can afford. Considering the costs involved, I don't see the entire Oracle SOA platform playing an essential role in some environments. However, if you are/will using/use the Oracle BPM and SOA Suite 12c, I suggest you give this book a try.The book provides a good background on modeling and design principles, which makes it greatly valuable. The technology is not presented as a panacea for all different problem classes. It really offers a great balance between theory and practice.Unfortunately, there is not much on OWSM (Oracle Web Services Manager) and WS-Security. Recently, I implemented some security for orchestrated processes (SAML, encryption and digital signature) using the SOA Suite 12c. So, I know it supports security and other policy types, but it is not clear in the book how one could leverage it in the context of process-driven architectures. In my opinion, that is an important matter to talk about, despite of the simplicity of such an implementation using SOA Suite and WebLogic.Anyway... I don't regret the time I've been spending reading this book. It has been very helpful.
Amazon Verified review Amazon
Remigiusz Sep 08, 2015
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I was very excited buying the book; I must say it has satisfied my expectations.It is a good source of knowledge about practical approach to BPM architecture.Especially I like the chapters describing the enterprise BPM.However there are some issues that make book not a perfect one.Some chapters are written without proper text review. Looks like authors do not have enough time to finish them. The illustrations/diagrams might be better design and more carefully named.Instead of describing BPMN basics I would prefer to read about the modelling used by authors for their BPM projects.I cannot find connections to Oracle Reference Architecture [ORA] for BPM. I think the authors should to rather extend ORA then re-invent something by their own.I am waiting for second revised edition.I should contain the Oracle new approach to cloud especially PCS and ICS.
Amazon Verified review Amazon
M McLean Jun 26, 2016
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
This is why I became a business analyst, peoples lives are too short to learn and maintain these types of systems. Obsolescence is built into the workforce. It's not technological advancement, more human regression. Get your lives back people.
Amazon Verified review Amazon
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Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela