BPA ProVision Course Handout Revision May 2008

101 Business Process Modelling using ProVision 6.
Powering Enterprise Process Advantage
Metastorm
Business Process Analysis

Using ProVision 6.0
1999 - 2007 Metastorm, Inc.
Business Process Analysis Course Objectives

You will learn to
using ProVision
Create, maintain, and
Articulate the concepts used to
publish business process
model business processes in the
&
supporting models
context of their business
environment
Organization Model
Put into practice a set of modeling
Business Interaction
techniques for capturing,
Model
communicating and verifying
Communication Model
current (as-is) and redesigned (to Process Model
be) business processes
Workflow Model
Identify the purpose, strengths and
Opportunity Model
weaknesses of each type of model
Problem Model
Develop a Next Steps Plan for
Use functions and features
ensuring success on your job
that ensure the quality of
your modeling effort
Copyright 1999-2008 Metastorm, Inc. All Rights Reserved
Page 1 of 355
101 Business Process Modelling using ProVision 6.0
Class Logistics
Table of Contents - Day One

Introduction........1 10
ProVision Basics............11 23
Day
1
Case Study Exercise & Summary..24

Summary
24 36
ProVision Organization Modeler..............37 41
Case Study Exercise & Summary..42 54
ProVision Editing & Key Associations.........55 65
ProVision Appearance & Adornments.....77 89
ProVision Business Interaction Modeler...97 113
Page 2 of 355
Table of Contents - Day Two

Process Identification.....129 146
ProVision Communication Modeler..147 151
Day
2
ProVision Process Modeler...159 163

ProVision Workflow Modeler (Level 1)....169 181
ProVision Workflow Modeler (Level 2)...........197 211
Table of Contents - Day Three
ProVision Dimensions.239 244

Day
3

Process Redesign.253 263
Practice Workshop.264 264
ProVision Checking, Publishing & Reporting...265 284
Case Study Exercise & Summary....285 300
Working Together in ProVision..301 315
Case Study Exercise & Summary....316 334
Course Summary & Next Steps............335 344
Additional Support...........345 355
Page 3 of 355
Table of Contents - Additional Support

Additional Training.345 - 350
102 Enterprise Architecture Modeling
103 Enterprise Architecture Modeling w/DoDAF
201 ProVision Advanced Features
202 Business Data Analysis
205 Process Simulation using DES
301 Process Modeling Workshop
401 Advanced DES with Toolkit
501 Facilitation Skills and ProVision
Consulting Support
Support..351
351 - 352
Next Steps Plan353 - 353
Additional Reading...354 - 355
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
Page 4 of 355
Introductions
Name
Organization
Position
Background
Modeling
g Experience
p
Current / Planned Projects
Specific Objectives / Expectations
Organization
Model
Inventory of
business actors
(i.e. who)
involved in/with
the business
domain with
parent/child
relationships
Markets
Organizations
Roles
People
10
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Business Interaction Model
Profiles the Business Domains relationships in the context of

its Suppliers, Customers and Competitors
11
Process Model
Inventories Business Domains, Business Processes and Activities

(i.e. what you do) with parent/child relationships
12
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Communication Model
Frames Business
Processes in the
context of their
initiating Events,
involved Actors
and produced
Deliverables
13
Workflow Model
Visually depicts Business Processs

Process s initiating Events,
responsible Actors, sequence of Activities, hand-offs,
key Decisions & produced Deliverables
14
Page 7 of 355
Opportunity Model
Inventories
Opportunities (i.e.
why)
why ) for the business
domain with
parent/child
relationships
Opportunity
Categories
Opportunities
15
Problem Model
Inventories
Problems (i.e.
why) for the
business domain
with parent/child
relationships
Problem
Categories
Problems
16
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Model Interpretation
Textually renders all
models remaining
consistent with
ith all visually
is all
depicted information
Objects
Object Properties
Object Associations
17
Association Grid
Associates who, what, when, where, why & how

objects together
18
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Set Your Objectives

Rank (important, not important) your objectives
Business Process Analysis Objectives
Articulate the concepts used to model business processes in the
context of their business environment

Put into practice a set of modeling techniques for capturing,
communicating and verifying current (as-is) and redesigned (to-be)
business processes
Identify the purpose, strengths and weaknesses of each type of
model
Develop a Next Steps Plan for utilizing appropriate techniques &
ProVision features on your job
Other (please specify)__________________________________
___________________________________________________
19
Setting Your Objectives

Rank (important, not important) your objectives
ProVision Objectives
Create,
Create maintain
maintain, and publish business process & supporting models
Organization Model
Communication Model
Process Model
Workflow Model
Opportunity
pp
y Model
Problem Model
Use functions and features that ensure the quality of your modeling
effort
Other (please specify)__________________________________
20
Page 10 of 355
ProVision Basics
Metastorm
Structure, Navigation,
Desktop
p
& Preferences
ProVision Basics Section Objectives

You will learn to
Describe how ProVision objects reflect business concepts
Utilize ProVision
ProVisionss internal structure
Repository
Object
Model
1
belongs to contains
Notebook / File
*
Repository
Notebook
1
1
Navigate through ProVision
Repository Control
belongs tocontains
belongs tocontains
Inventory
In entor Control
*
*
Modeler Menu
Object
Model
appears in
*
*
includes
Object Context Menu
Explorer
1
*
is the subject of
Set ProVision Preferences
describes
22
Page 11 of 355
Metastorm
ProVision Structure
ProVision Object Types (partial list for BPA)
Who
(Actors)
Market Set of similar organizations or people

Organization Formalized group of people
Role Job function
Person An individual
System Automated capability
Where
Location Geographic site or area

Facility Building, room, or work area
Equipment Tool, utensil, or apparatus
Why
Goal Objective to be attained

Problem Factor inhibiting performance
Opportunity Chance for improvement
When
Event Occurrence to which the business responds
What
Deliverable Product or service

Business Class Category of Data
How
Business Domain Cohesive portion of the business

Business Process Cross-functional work steps
Activity Step in a business process
24
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Objects & Models
1
Complete Order
Expedite
Order?
Model
Completed
Order
Objects are placed in models to describe the models subject. Each model
contains multiple objects. Each model visually presents the relationships
between the objects in the model. Objects can be shared across models.
25
Notebooks
Notebook
Model
Models and objects are housed in a notebook. A model is a sheet of paper in

a notebook. A notebook is a book of models and objects.
26
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Repositories
Notebook
Repository
A repository can be thought of as a book case containing notebooks.

27
Repositories
Repository
A repository can be stored on any computer medium such as a file server.

28
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Objects
An object is a business concept
that can appear in a model as a
shape, a line, or a label on a line
Repository
1
belongs to
contains
Objects can appear in multiple

models
Notebook
belongs to
contains
belongs to
contains
All objects are maintained in a

notebook
Object
appears
pp
in
includes
Model
Object names are unique by type

within a notebook
Objects can be copied between
notebooks (via drag & drop)
*
is the subject of
describes
29
Models
A model is a graphical
representation of a selected object
Repository
1
belongs to
Each model depicts the interrelationships of the objects in the

model and, as a whole, is a
depiction of its subject object
contains
*
Notebook
belongs to
contains
belongs to
contains
Object
*
appears in
includes
All models are maintained in a

notebook
Model
A model is a sheet of paper in a

notebook
Models can be copied between
notebooks (via drag & drop)
*
is the subject of
describes
30
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Notebooks
A notebook contains objects and
models that describe a business at
some point in time
Repository
1
belongs to
contains
A notebook is a book of models
Notebook
belongs to
contains
belongs to
Multiple notebooks are allowed in

a repository
contains
Object
appears in
includes
Model
*
is the subject of
describes
Different projects
Different business domains
Different project phases
Different implementation phases
Objects and models are unique to

a notebook
Notebooks are not visible outside
of ProVision
31
Repositories
A repository can be thought of as a
book case containing notebooks
Repository
Common appearance & terms

(modeling language) is applied
across notebooks
1
belongs to
contains
*
Notebook
belongs to
contains
belongs to
Each repository is kept in a

Windows sub-directory
contains
Object
*
appears in
includes
PVData<version> is the default

parent directory
Can use security outside of
ProVision (operating system level)
May be placed on any accessible
drive
Model
*
i th
is
the subject
bj t off
describes
Options available within ProVision

for connectivity and backup
32
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Files
Object
*
appears in
includes
is the subject of
describes
Model
*
containsbelongs to
1
Files are alternatives to repository

notebooks
*
containsbelongs to
File
1
alternative
for
Logically equivalent
Smaller size
Excellent for backups / emailing
Save options not as robust
Only notebooks support automatic
(instant) save
Each file is kept in a Windows subdirectory with a .pvw extension

Modeling language templates
preserve common appearance &
terms for files
Notebook
*
contains belongs to
1
Repository
33
Metastorm
ProVision Navigation,
Desktop & Preferences
Page 17 of 355
Inventory & Repository Controls

Repository Control
1
belongs to
contains
*
Notebook
belongs to
contains
belongs to
contains
Object
j
appears in
includes
*
1
Model
*
is the subject of
describes
}
}
Shows repositories available to

ProVision Workbench
Shows component notebooks
within each repository
Provides access to repositories
and notebooks
Repository
Inventory Control
Non
Non-graphical
graphical means of access to
contents of a notebook
Shows models and objects within
the open notebook
Shows usage of objects across
models (where used)
35
Typical Desktop Layout
Workarea (Explorer or Active Model)
Index Bar
Repository
Bar
Other Bars
Workarea tabs
36
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Typical Desktop Layout
Active Model
Index Bar
Inventory
Control
(8 views)
(tabs)
37
Model Navigation Inventory View

Inventory Control
Open Model by
Double-clicking model name
Select Launch from models
context menu
Preferences control
which of 8 inventory
views are displayed
38
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Model Navigation Modelers Menu
ProVisionEA
Navigator
Create a model by navigating
object associations
Methodology Modelers
model object associations
ProVision BPA
Parent/Child Modelers
model object structure
39
Model Navigation Object Context Menu
Right mouse click on

object displays context
menu for the selected
object
Component Models
describe the object
(object is/can be the
subject)
Where Used shows

models containing
selected object as a
component
Menu includes
additional operations
for the object (delete,
exclude, style, etc.)
40
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Model Navigation Explorer
Alternate navigation capability

More visual than inventory tree structure
Utilizes model thumbnails
Web Portal metaphor (single click)
Back / Forward Capability within
Explorer Window
41
Directory Structure
Program Files\Proforma\
ProVision999
Documentation
Export
Licenses
Li
Program
Doc. Gen. Templates
Gallery
Portal
Thumbnail
PVData
v999
Sample
your repository
pvw00001.~db
pvw00001.!db
Documentation - Stores reference

documentation for ProVision
Export - Stores data generated from ProVision
(DDL, C++, XMI, etc.)
Li
Licenses
- Stores
St
P
ProVision
Vi i lilicense
Program - Stores executable program
components for running ProVision
Document Generation Templates - Stores MS
Word .dot files that can control published
output
Gallery - Stores pictures available for
depicting ProVision Objects
Portal - Stores definition of Portal
Thumbnail - Stores model thumbnails
PVData - Stores modeling data developed
within ProVision
One sub-directory per repository
Backup sub-directories within each repository
directory, both automatic (~db) & manual (!db)
42
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ProVision Online Documentation

Accessed via Help > Online Documents,
or Metastorms Web site:
http://www.proformacorp.com/
support/tutorials.asp
Must be connected to
the Internet for access
Most documents also
placed in installation
directory, accessed via
the Start menu
43
ProVision Preferences
Controls Individual
Preferences
Launched with the Tools |
Preferences menu option
Settings on tabs have
specific scope
Open Notebook
Application
Use Help to understand

options
Scope of Settings:
Model Management......Notebook
I
Inventory
t
Control
C t lT
Tabs.....Notebook
b
N t b k
Save Options..Application
Tool Tips and Status Bar. Notebook
Visible Indicators....Notebook
Interface Tool Defaults. Application
Font Selection.Application
LDAP Authentication.Application
Dimensions.....Notebook
44
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Metastorm
Please perform the

Case Study Exercise
on pages 24 - 35
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
46
Page 23 of 355
Exercises
Each exercise is designed to reinforce key concepts in the corresponding section of the
course. Your exercise answers may vary from those offered here. This is to be
expected since most of the exercises require inference and judgment calls. The
importance of these exercises is not to match the sample answers exactly, but rather to
clarify understanding of the concepts and to raise questions on misunderstandings.
ProVision Repository Set Up

In this first exercise, you will browse through and become more familiar with the Guided
Tour notebook within the Sample Repository. This notebook contains at least one of
every model which can be created by ProVision, and it can be used as a reference
notebook with best practice examples.
You will first connect to the Sample Repository and then work with four popular model
types. This exercise provides experience connecting to a pre-existing repository, setting
Preferences, opening a notebook and navigating among ProVision deliverables.
Subsequent class exercises will build the following models describing the Conference
Administration business domain for Professional Retreats Corporation (PRC):
Organization Model
Communication Model
Process Model
Workflow Model
Page 24 of 355
To quickly review, a typical ProVision window configuration follows.

Repository Bar
Inventory Bar
Active Model
(title reflects selected tab)
or Explorer
Selected Tab - Model Inventory (title reflects selected tab)
Page 25 of 355
Connect to Sample Repository

First, connect to the Sample repository
which is included with ProVisions
install.
Ensure that ProVision is open
and that the Index Bar is visible.
Click on Repository Explorer to
open it in the Explorer Home
window.
If the Sample repository is not listed
use the following steps to connect to
that repository.
Using the Repository | Connect
menu
option,
invoke
the
Repository Connection Wizard
dialog.
In Step 1 of the wizard, click

, specify the \PVDATA/v6x directory.
The x specifies the version 6 release number such as v612. Then click
.
Page 26 of 355
In Step 2 of the wizard, select the Sample repository and click

Repository View window.
to add the Sample repository to the
Page 27 of 355
The Sample repository and all of its notebooks are now available for use. The Guided
Tour notebook will be utilized for this exercise, so it should be opened.
In the Explorer window, click the plus sign in front
of the Sample repository and then double-click the
Notebook icon
in front of the Guided Tour
notebook to open it. When the notebook is open,
its icon will change from
to
. Only one notebook may be open at a time.

First, adjust ProVisions Preferences for use in the class exercises as detailed below.
Launch the Preferences dialog by clicking on the Tools | Preferences menu
option.
On the Model tab in the Model Management group box, click the radio button
for Automatically delete empty models when closed.
On the Model tab in the Links group box, click the check boxes for Render link
intersections with speed bumps and Automatically position objects when
they are linked in parent/child models.
Page 28 of 355
On the Inventory tab, click the check boxes to enable ONLY the Model
Inventory, Object Inventory, Project Inventory and Table Inventory.
No changes are needed, but examine the Save / File tab. Notice that the Save
mode is set to Automatic (lazy commit).
This causes ProVision to
automatically save your modeling and object changes as soon as computer
resources are available, which is usually extremely fast. Therefore, when editing
Notebooks, there is no need to explicitly Save work.
When working with Files rather than Notebooks, use either the Timed or
Manual options for saving work.
Page 29 of 355
On the Indicators tab, check ALL the indicators so that you will maximize the
displayed information. At the model level, you can turn off Indicators for objects
in that model.
Feel free to examine the other tabs in the Preferences dialog and use Help if
there are any questions.
Page 30 of 355
Tour ProVision Models

The Inventory Explorer can be used to identify and navigate to the various ProVision
deliverables found in the open notebook,
Guided Tour. Select All Inventories to
display the eight (8) standard views
Use the Model Inventory (upper left) to
launch the Organization Modeler for the
Quality Widgets Organization.
Click the plus sign beside the
Organization Modeler folder to reveal
the existing organization
models.
Double-click
the
organization
model
whose subject is Quality
Widgets(Organization:)
to launch this model.
Notice that this model
depicts the organizations
(e.g. departments) that
compose
Quality
Widgets
and
some
sample roles associated
with those organizations.
In
this
Organization
Model, right-click on the
Field
Operations
organization to display its
context menu, select
Where Used and then
select
Business
Interaction
Model:
Order Management to
launch that model.
Page 31 of 355
This Business Interaction Model depicts the actors who act as Suppliers,
Customers, Competitors or are Internal to Order Management and their key
responsibilities (i.e. business interactions) with each other.
Notice the drop down list box in the upper left corner of this model. This list can
be used to associate Business Processes to the Business Domain that is the
subject of this model. Use this drop down to select the Fill Order (Business
Process Fill Order) item. This means that the Fill Order Business Process is
a child of the Order Management Business Domain.
After selecting the Fill Order Business Process in this drop down list, notice
that Sub-Assembly Suppliers and its business interactions are ghosted in the
Page 32 of 355
Competitors Region. This means that this actor is not involved with the
Business Process: Fill Order.
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Right-click on the Fill Order name in the drop down list (upper left of the
Modeling Window) to display that objects context menu and then select Process
Modeler to launch that model for the Fill Order business process.
Notice that this model depicts the child activities and sub-activities of the Fill
Order Business Process.
Right-click on Fill Order to display that objects context menu and then select
Component Models: Workflow Model (existing model) to launch that nested
workflow model for the Fill Order business process.
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Notice that this model depicts for the Fill Order Business Process the child
activities, the responsible actors (as swimlanes), decision points, hand-offs,
workflows, deliverables (inputs/outputs), etc.
Right-click on the 6 Build Product activity to display its context menu and select
Component Models: Workflow Model (existing model).
The Models
describe this object
launch existing models.
indicator on 6 Build Product can also be used to
Notice that this model depicts for the Build Product Activity the child activities,
the responsible actors (as swimlanes), decision points, hand-offs, workflows,
deliverables (inputs/outputs), etc. The small model in the middle of this model
is a thumbnail view of the 6.3 Assemble Order activity. The 6.3 Assemble
Order activity also has a nested workflow model.
Close each of the 5 models that were opened in this exercise by using the lower
in the upper right corner.
close button
Window/Close All from the main menu bar.
Alternatively, you may use
This completes this exercise.
Page 35 of 355
ProVision Basics Section Objectives

You have learned to
Describe how ProVision objects reflect business concepts
Utilize ProVision
ProVisionss internal structure
Repository
Object
Model
1
belongs to contains
Notebook / File
*
Repository
Notebook
1
1
Navigate through ProVision
Repository Control
belongs tocontains
belongs tocontains
Inventory
In entor Control
*
*
Modeler Menu
Object
Model
appears in
*
*
includes
Object Context Menu
Explorer
1
*
is
the
subject
of
describes
47
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
48
Page 36 of 355
Metastorm
Organization Modeler
In ProVision
ProVision Organization Modeler Section Objectives

You will learn to
g
the 18 p
parent/child models in ProVision
Recognize
Build any parent/child model
Select a subject
Add objects into the model
Create parent/child links
Understand the Organization
Model in detail
Component objects
Properties behind the objects
50
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Parent/Child Models
Parent/child representation of object structure
Shows all levels of

parent/child
associations
Multiple parentage
supported
Model interpretation
includes object
details
Doesnt support
custom objects or
custom links
More than 1 Object Type

Goal Model
Goal
Measurement
Location Model
Location
Facility
Equipment
Organization Model
Market
Organization
g
Role
Person
Process Model
Business Domain
Business Process
Activity
51
Organization Model
Parent/child representation of the

business actors (i.e. who objects)
involved in/with the business domain
Markets
Organizations
Roles
People
Critical, but simple model usually

developed first
Visually shows reporting structure, but
no other details (e.g. business
interactions, workflows, handoffs)
T t interpretation
Text
i t
t ti ititemizes
i
other
th
details (e.g. workflow activity
responsibility, communications)
Multiple parentage allowed
Each model instance represents
specific timeframe (As-Is or To-Be)
52
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Text rendering for all models
Consistent with model (change the

model, interpretation changes)
Objects are live in the

interpretation
More robust than model

Includes all information visually
depicted in model
Includes object properties and
associations not depicted in
model
Organized by major object in model
Typically published with models as

supporting documentation
Interpretation options control level

of detail, sequence, headers/
footers, fonts, and page layout
53
Organization Model Components

Market
A logical categorization of
organizations or roles that
interacts with the business
domain by supplying resources or
by consuming products and
services.
Widget
Manufacturers
Widget
Central
Widget City
Quality
Widgets
Organization
Field
Operations
Product
Development
Assembly
Operations
Production
Production
Control
Marketing
Inventory
Management
Finance
A formalized group of people or

component business unit (e.g.,
part of an enterprise) that is
involved in performing part of a
business process.
Packaging
Role
Assembly
Worker
Supervisor
A job description that is

performed by one or more people
within an organization or a
category of individuals.
Quality
Inspector
54
Page 39 of 355
Organization Model Demo
55
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
56
Page 40 of 355
Metastorm
Please perform the

Case Study Exercise
on pages 42 53
Answer quiz on 54
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
58
Page 41 of 355
Case Study
Professional Retreats Corporation (PRC) is a luxury hotel chain that specializes in
business conferences coupled with a resort atmosphere. An area within PRC,
Conference Administration, provides first-class services and handles all of the logistics
required to prepare for the conferences. This provides customers with one-stop
shopping convenience.
The key offerings for Conference Administration are conferences. A conference involves
numerous sessions conducted over one or more days where speakers present ideas,
opinions and products to attendees. The conference sessions range from grand hall
keynote speeches to small workshops. A conference may involve several hundred to
several thousand attendees.
Although all conferences include sessions, some will support vendor demonstrations of
new product offerings.
The primary revenue stream comes from conference services. Conferences typically
involve a host of peripheral activities such as meetings and banquets. Most importantly
for PRCs revenue stream, a conference books hotel rooms.
Lodging (hotel) management is a major underlying mechanism of Conference
Administration. Although many of the room bookings come from business people
participating in conferences and other activities, the hotels also cater to non-business
guests on vacation. Most PRC sites are located on ocean-front property.
PRCs one-stop-shopping style is very visible to conference attendees. A conference
attendee can register for a PRC-managed conference and have all related logistics
handled by Conference Administration. This includes coordinating flight reservations
with travel agencies, renting vehicles from car rental agencies, and coordinating
entertainment activities such as local tours, plays, etc.
Conference Administration has several types of customers. The Lodging Managements
customer is the guest. Guests are customers who lodge with PRC. The customers on
the conference side of the business are sponsors that book conferences and
participants in those conferences (i.e. speakers, exhibitors and attendees). Sponsors
request and fund conferences. They define the requirements of the conferences and
Conference Administration handles the details. Conference Administration will provide
the sponsor with status information to keep abreast of the conference progress.
Participants simply enroll in a conference. Conference Administration will handle the
transportation, lodging, etc. details and provide the participant with conference
enrollment that includes travel itinerary information.
In summary, Conference Administration provides a headache-free answer for business
and leisure activities. It will coordinate flight and vehicle reservations, coordinate
entertainment activities, administer conferences, allocate space in facilities, reserve the
appropriate equipment, reserve blocks of hotel rooms for the conference and manage
numerous other supporting activities.
Page 42 of 355
ProVision Repository Set Up

The class exercises will build the following models describing the Conference
Administration business domain for Professional Retreats Corporation (PRC):
Organization Model
Communication Model
Workflow Model
A typical ProVision window configuration follows.
Repository View
Inventory View
(title reflects selected tab)
Explorer or
Active Model
Selected Tab - Model Inventory (title reflects selected tab)
Page 43 of 355
For this exercise, first create a repository containing a notebook to house the
who/what/when/where/why/how objects and the models that visually describe them.
The repository will be named Professional Retreats, and the notebook will be named
Conference Administration. Do the following:
Ensure that ProVision is open and that the Repository View window is visible.
The Repository View window may be opened by clicking on the Repository Bar
in the Index Bar on the left. (If the Index Bar is not displayed, depress the Index
button
on the Main toolbar and then click the Repository Bar.)
Using the Repository | New | Repository menu option (at the top of your
screen), invoke the Repository Creation Wizard dialog.
In Step 1 of the wizard, accept the default radio button to create a single-user
repository. [Multi-user repositories will be covered later in the course.]
In Step 2 of the wizard, specify the path: C:\PVDATA\v60\PRC (note that v60 is
assumed here, but use the version number that is installed). This is the MS
Windows directory where the new repository will be stored.
In Step 3 of the wizard, name the repository Professional Retreats. This is the
name that will appear in the Repository View. You may optionally include a
description, if you wish.
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In Step 4 of the wizard, create a new notebook named Conference

Administration. This is the notebook that will house all the models and objects
associated with Professional Retreats Conference Administration business
domain.
In Step 5 of the wizard, click the
and its notebook.
button to create the new repository
In the Repository Bar, click the plus sign

in front of the Professional Retreats
repository to reveal the Conference
Administration notebook, and then
double click the notebook to open it.
Now, open the Inventory Bar window by
clicking on it in the Index Bar.
Click
on
the
Model
Inventory
tab
to display an alphabetical
listing of the models by type in the new notebook. Notice that all counts are zero
because you have not yet created any models in the notebook.
Some Preferences are set per Repository. For the new repository, use the
Tools | Preferences menu option, open the Preferences dialog and on the
Model tab, set the Links options as in the following example.
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As the exercises progress, models will be created, manipulated and published and
toolbars (or menus) will be utilized to invoke the appropriate functionality. An example
of a typical ProVision window configuration supporting these activities follows.
Menu
Status Bar
Toolbars
Active Model
Object Creation Toolbar
Active Model Tab
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ProVision Organization Modeler Exercise

In this exercise, you will build a hierarchy of organizations and roles to reflect the
organizational structure of Professional Retreats Corporation. The completed
Organization Model will look similar to the following:
Ensure the Repository is displayed in the Index Bar. If the Index Bar is not
displayed, depress the Index button
then click the Repository Bar.
on the Navigation Tools toolbar and
Click the plus sign in front of the Professional Retreats repository to reveal
the Conference Administration notebook. Double click the notebook to
open it.
Now, click on the Inventory Bar in the Index Bar, and click on the Model
Inventory tab
at the bottom to display the models.
Launch the Select Subject for Organization Modeler dialog by either:

Double-clicking on the Organization Modeler folder in the Model Inventory,
or
Selecting
from the Parent/Child Modelers section in the
drop-down main menu.
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In the Select
Organization.
Subject
for
Organization
Modeler
dialog,
select
In the Enter the name for a new Organization edit box, enter Professional
Retreats Corporation, and then click
. This accomplishes two
tasks: (1) the organization is created in the notebooks inventory, and (2) the
Organization Modeler is launched with that subject.
Next, add the first layer of organizations below Professional Retreats Corporation.
Adding main objects to a model can be accomplished by invoking the Add or
Select Object dialog. This dialog is launched in either of three ways. Two
are presented here; the 3rd alternative is discussed a bit later.
1) The easiest technique is to position the mouse in an open area of the
model where the object(s) should be added and then draw a small box with
the left mouse.
2) An alternative is to utilize the Object Creation toolbars main object button
. For the Organization Modeler, the tool tip for the main object button will
say Organization. Click the button and position the mouse in an empty area
of the model where you want to add the object, and then click once again.
In the Add or Select Object
dialog, select Organization,
then click
.
In the Power Add dialog, enter
the following 6 Organizations
(separate entries by pressing
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ENTER):
Finance
Facilities Management
Marketing
Conference Management
Lodging Management
Sales
Press ENTER again or click

all the entries.
when you have finished entering
Adding link objects to a ProVision model can be accomplished by utilizing the

link button on Object Creation toolbar. For the Organization Model, click the
Link (selector) button
to add Parent/Child links. While in link-mode,
notice that the cursor changes when positioned over an organization in the
model.
Place the mouse over the middle of an unattached organization, hold down
the mouse button, move the cursor to the middle of the Professional
Retreats Corporation organization and release to establish a parent-child
link. If Preferences for Links are set to automatically position objects, then
the child organization is repositioned automatically as the parent-child link is
established.
Repeat this step for all unattached organizations.
3) Another alternative is to open the Model
Palette in the Index Bar and select the
appropriate object type to add to the
model.
As each individual object is added, doubleclick on it to name it.
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To maintain the appearance of the model, click on the Auto Layout button
on the main toolbar.
dialog.
This will launch the Auto Layout Instructions
The Auto Layout Instructions dialog offers 3 options and 4 layout formats
for hierarchy models like the Organization model. For now, keep the default
selections for options and format.
checkbox is checked, uncheck it
However, if the
since you want to auto layout the entire model.
Click OK to close the dialog and auto layout the model. If Auto Layout does
not work, click the Object (selector)
button on the Object Creation
toolbar first before trying Auto Layout again.
Once the initial organizations are defined, include the roles in the model.
Position the mouse in an open area of the model below the child
organizations and draw a small box with the left mouse or, if preferred, utilize
the Object (selector)button
on the Object Creation toolbar, or the Model
Palette per the previous instructions. Either technique will launch the Add or
Select Object dialog.
In the Add or Select Object dialog select Role, and then click
.
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In the Power Add dialog, enter the following 7 Roles (separate entries by
pressing ENTER):
Conference Manager
Reservation Specialist
Sales Rep
VP Sales
Customer Contact Rep

Credit Analyst
Sales Manager
Click OK or press ENTER again when you have finished entering all the roles.
Click the Link Mode
from the Model Palette. Alternatively, you may
click the Link (selector) button
on the Object Creation toolbar.
Place the mouse over an unattached role, hold down the mouse button, and
drag to its immediate parent to establish a parent-child link. The role-toorganization parentage is shown in the following example. Attach all roles to
their appropriate parent organization as below.
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To maintain the appearance of the model, right click in an open area of the
model and select Auto Layout from the context menu. This will launch the
Auto Layout Instructions dialog.
This time, experiment with all 4 layout formats
offered by the Auto Layout Instructions
dialog for hierarchy models like the
Organization model.
checkbox is checked,
Remember, if the
uncheck it since you want to auto layout the entire model. If Auto Layout does
not work, click the Object (selector)
first before trying Auto Layout again.
button on the Object Creation toolbar
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Experiment with the hierarchy indicator.

To illustrate the functionality of the hierarchy indicator found at the
bottom center of any actor with children, toggle the hierarchy
indicator
to show and then hide their children.
Toggle the hierarchy indicator

for Professional Retreats Corporation to
hide all its children. Then right-click in an empty area of the model to display
the models context menu. Select Expand All from the context menu to show
all children.
Experiment with different link styles.
Ensure the Orientation toolbar is
displayed (it is usually positioned at
the bottom of the ProVision
window).
If not, click on
View/Toolbars on the Main Menu
bar and select if from the list.
The Link Style button
is the first
button on the Orientation toolbar.
Clicking this button repeatedly will
toggle between the 3 link styles,
Squared, Rounded, and Direct.
Try each of these styles.
Direct style works often best when a hierarchy model contains children with
multiple parentages. For example, some roles may belong to more than one
organization.
Experiment with the model interpretation.
To interpret your model, click the interpret button
select Interpret from the Tools menu.
on the Main Toolbar or
Review the interpretation and notice that the model graphics and the
interpretation are synchronized. The items listed in the interpretation are
live, meaning you can double-click on them and invoke their detail dialogs,
just as you can in the model itself.
Close the interpretation and maximize the organization model.
This completes the Organization Model exercise.
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Organization Modeler Quiz

Please answer the following questions:
1. What 4 types of actors are related in an Organization Model?
2 How many children can an actor have?
2.
3. How many parents can an actor have?
4. Can 2 actors have the same name?
5. How many times can a given actor appear in an Organization
Model?
6 What is the association between a role and a person?
6.
7. Can this association be depicted in an Organization Model?
8. What does a push pin or thumb tack on an object mean?
59
Organization Modeler Summary

You have learned to
Recognize the 18 parent/child models in
ProVision
Build any parent/child model
Select a subject
Launch the model
Add objects into the model
Understand the Organization Model in

detail
Component objects
Properties behind the objects
60
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Metastorm
Model Editing & Key

Associations
in ProVision
Model Editing & Key Associations Section Objectives

You will learn to
Manipulate objects in a model
Delete
Exclude
Hide
Clone
Locate objects via Search
Identify Key Associations (Artifacts, Rules & Issues)
Define Notes
Invoke functions using toolbars
Navigation, Main & Model Toolbars
Toolbar Customization
62
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Delete
Delete
Permanently removes object /
model / grid
Confirmation dialog
Can not Undo
Dialog displays delete (destroy)
implications
Delete object
Deletes object from object

inventory and all models
Deletes dependent models
Deletes all associations to
object
Delete model
Deletes model including custom
layout and drawing objects
Does not delete component objects
or associations
63
Exclude
Exclude
Removes object from a model

Confirmation dialog
Can not Undo
Dialog displays exclude
implications
Deletes associations to other
objects on model
Excludes dependent objects
objects, if
any
64
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Hide
Hide
Visually removes object from
model
Can undo
(via Edit > Show Hidden)
Temporary (else delete /
exclude)
No effect on interpretation
No delete / exclude implications
Used for presentation purposes
65
Clone
Clone
Immediately
after cloning
Sales Rep
Copies an object and creates a

new object, no longer related to the
original
Appends * to the name to make it
unique
Also copies association to parent
object, if any
Does not copy dependent objects
Used to quickly create object with
d li
duplicate
properties
i
Typically renamed and a few
properties altered
Sales
Sales
Rep*
After changes
applied
Inside
Sales
Rep
Sales
Rep
Sales
Manager
Sales
Sales
Rep
Sales
Manager
66
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Edit Menu Options

Delete - Permanently destroys an object
and all its associations
Exclude - Removes an object from model
and deletes its associations on that model
Hide - Suppresses visual display
Clone - Copies an object and its
properties and creates a new object
Alias Creates an additional instance of
an Activity so it can be assigned to a
different actor/workflow lane (only for
Activity Usages in Workflow Models)
67
Search Tool
Set Limits
Object Types
Dimensions
68
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Replace All Tool
Located under
Tools menu
Perform Search
first to understand
impact of Replace
69
Association Grid
Relates who, what, when,
where, why, and how objects
together
Hundreds of associations
available
Example shows where
business processes are
performed
Filtering options (rows or
columns eliminated)
Model interpretation includes
associations
Publishable
Various export options (e.g. MS
Excel, MS Access)
70
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Key Associations
Artifacts Links to files created by other applications, links
to web pages or links to generate e-mail messages. May
b associated
be
i t d with
ith multiple
lti l objects.
bj t
Rules - Policies, conditions or triggers. May be associated
with multiple objects.
Issues - Issues for resolution. May be associated with
multiple objects.
Artifacts, Rules and Issues are associated the same as other objects
via the Associations tab on the details dialog for each object
71
Assigning Artifacts, Issues & Rules

Use Associations tab
Check box to assign an
existing Artifact
Artifact, Issue or
Rule
Double-click category to
add new Artifact, Issue or
Rule (works for any object)
Selected Artifact, Issue or
Rule will appear on right
g
side of dialog
72
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Artifact Details
Name artifact
Describe artifact (optional)
Specify the object location (path and file name or URL address)
(press the ... button to browse for a file)
(press the UNC format button to convert the location to the
universal naming convention format to replace device names)
Specify the type (EMail will launch your email subsystem)
Designate whether to launch files internally in ProVision
(only OLE compliant files can be launched internally).
73
Rule Detail
Add new
Delete existing
Modify existing
Select existingg
74
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Issue Detail
Add new
Delete existing
Modify existing
Select existing
75
Defining Notes
Notes
Applies to a single
object or model
Labeled remarks
and/or reminders
Add new
Delete existing
Modify existing
Name
Text
Notification Time
Search only
occurs during
notebook open
Generates an
Alert
76
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Navigation & Main Toolbar
Prior
Next
Home (in Explorer)
Index (toggles Index Bar)
New PVW File

Open PVW File
Save
Search for Objects

Spell Check
Completeness Check
Compare Notebooks / Models
Context Help
77
Model Toolbar
Print
Print Preview
Cut Selected to Clipboard

Copy Selected to Clipboard
Paste from Clipboard
Undo
Redo
Zoom Closer
Zoom Away
Zoom Area
Fit to View
Pan
Auto Layout
Link Style
Default
Number
Interpret
Layers
78
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Controlling Toolbars
Style Tab
Check box to display
toolbar
Controls tooltips
Controls Flat Look
Can create Custom
Toolbars
Can delete Custom

Toolbars (if selected)
If modified, can
Reset standard
toolbars
79
Toolbar Configuration
Configuration Tab
Provides Description of
selected toolbar button
Allows drag-and-drop of
buttons to custom (or
standard) toolbars
Suggestion: Add, from

Object Tools, the Auto
Resize
button to
Model Tools toolbar
80
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Metastorm
Please perform the

Case Study Exercise
on pages 66 75
Answer quiz on 76
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
82
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ProVision Editing & Key Associations Exercise

This exercise is designed to be performed in the Sample repository, Guided Tour
notebook that was included with ProVisions install.
Start this exercise by opening the Guided Tour
notebook in the Sample repository. Detailed
instructions follow, if they are needed.
In the Repository View of the Index Bar,
in
double-click the Notebook icon
front of the Guided Tour notebook to open
it. When the notebook is open, its icon will
change from
to
. Only one
notebook may be open at a time.
Next, open the Workflow model for the Business Process Fill Order. Detailed
instructions follow, if they are needed.
Open the Inventory in the Index Bar, and
press the Model Inventory tab
to see
an alphabetical listing of the modelers
within this notebook.
Click the plus sign beside the Workflow
Modeler folder to reveal the existing
workflow models.
Double-click the workflow model whose
subject is Fill Order(Business Process:)
to open this model.
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In this exercise, use the edit capabilities within ProVision to extend the Fill Order
workflow model. First, ILLUSTRATE the Delete operation by simply examining the
Confirm Destroy dialog, but CANCEL to leave this component in the model.
Place the mouse over the 1 Complete Order activity and click the right mouse
button once to reveal its context-sensitive menu.
Select Delete from the pop-up menu to invoke the Confirm Destroy dialog.
Read the Confirm Destroy dialog information. This dialog provides a listing of
all of the activitys related components that would be permanently deleted and
provides information regarding the components usage in other models (examine
the Detach and Where Used tabs). To leave these components in the notebook,
click
Back in the workflow model, click once on the 1 Complete Order activity to
select it.
Select the Edit | Hide menu option to visually remove the 1 Complete Order
activity and its workflows from view. The Hide operation, being temporary, does
not alter the models interpretation.
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Select the Edit | Show Hidden menu option to restore the activity and its
workflow.
In the Hidden Objects dialog, click
and then
. The activity and its workflows are restored.

Rules can be added as Associations to any modeling object or to a model itself. A rule
is a restriction that defines limitations imposed on the objects, links, or models within the
business domain and usually specifies business constraints that cannot be expressed
graphically in the model. Once added, a rule will interpret for the object and/or the
model.
In the Fill Order Workflow Model, double click on 2 Submit Order activity to
bring up the Activity: Submit Order dialog box and select the Associations tab.
In the All Objects section, expand the plus sign in front of Rules (Adherence) to
view the current rules available to associate with the objects in this notebook.
Right click on Rules (Adherence), select Create, and in the Power Add dialog
box, enter Preferred Customers, hit Enter, and click OK.
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Under Rules, double click on the Preferred Customers rule and enter the
description, Preferred Customers will receive priority handling of their order
through shipment in the Rule dialog box. Click OK.
In the All Objects section, click in the box for Preferred Customers to associate
this new rule to the Submit Order activity. In the Selected Objects section,
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expand the plus sign in front of Rules to see that this rule is associated to this
activity.
Click OK to close the dialog and return to the workflow model.
When an object is interpreted, rules associated with it will interpret. This will now be
illustrated for 2 Submit Order.
on the Main toolbar to display the interpretation for the Fill
Click interpret
Order workflow model.
Click on the 2 Submit Order activity in the model to position the interpretation to
that object.
Notice that the rule interprets for that activity (see example below).
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Close the Interpretation dialog by clicking on the close button

in the upper
right corner of the Interpretation (the top-most close button in ProVision closes
ProVision itself) and maximize the Fill Order workflow model with its maximize
button
Artifacts embed links to other application objects and these links can be assigned to
either model objects or models themselves. This is useful if there are other applications
containing information pertinent to an object or a model that you want to reference
rather than duplicate.
In the Fill Order Workflow Model, double click on the 2 Submit Order activity to
bring up the Activity: Submit Order dialog box and select the Associations tab.
In the All Objects section, expand the plus sign in front of Artifacts
(Attachment) to view the current artifacts available for association to the objects
in this notebook.
Right click on Artifacts, select Create, and in the Power Add dialog box, enter
Getting Started with ProVision, hit Enter, and click OK.
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In the All Objects section, click in the box for Getting Started with ProVision to
associate this new artifact to the Submit Order activity. In the Selected Objects
section, expand the plus sign in front of Artifact to see that this artifact is
associated to this activity.
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To complete the link to the artifact, under Artifacts in the Selected Objects
section, double click on Getting Started with ProVision to bring up the Artifact
dialog box.
Click the browse button

dialog.
that follows the Object: edit box to display the Open
Navigate to the C:\Program Files\Proforma\ProVision60\Documentation

directory and select the Adobe Acrobat document, Getting Started with
ProVision.pdf, then select Open. This file will be the target for the Artifact.
Accept the default Launch internally option at the bottom of the dialog.
Close the Artifact and Attachments dialogs by clicking OK twice.
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In the Fill Order workflow model, click the Models describe this object
indicator at the bottom of the 2 Submit Order activity and click on the document
name to launch the Getting Started with ProVision document.
After browsing through this document, close it by clicking on the LOWER close
in the upper right corner.
button
ProVision itself.
The top-most close button will close
This completes the work on the Fill Order workflow model.

ProVision provides search capability to find objects whose names match given search
criteria. This is very useful in models or notebooks with a large number of objects.
In the Model Inventory, click the plus sign in front of the Location Modeler.
Double-click on the Sales Regions (Location:) model to launch it.
Click the Search button
locations within the model.
from the Main toolbar to begin a search for certain
In the Search dialog, enter america in the Find What edit box.
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Ensure the Name check box is selected in the Look At: area, and the Match
Any Part radio button is selected in the Criteria area.
Click the Only search active model and Mark Matches check boxes in the
Special area.
Click the Search button to begin the search. ProVision reports that two objects
matching the search criteria were found. It also places a checkmark indicator
on each matching object.
Click the check mark indicators
on the two identified locations to remove
them. (Select Edit | Unmark All to remove all check marks).
This completes the ProVision Editing & Key Associations exercise.
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Model Editing & Key Associations Quiz

1. Do you get a confirmation before ProVision commits to a delete
or an exclude?
2. Can you undo a delete?
3. Can you undo an exclude?
4. Should you read the delete & exclude message carefully before
you commit?
5. Since hide is temporary, what would you do to permanently
eliminate
li i t an object
bj t ffrom a model?
d l?
6. Does hiding an object from a model effect the interpretation?
83
Model Editing & Key Associations Section Objectives

You have learned to
Manipulate objects in a model
Delete
Exclude
Hide
Clone
Locate objects via Search
Identify Key Associations (Artifacts, Rules & Issues)
Define Notes
Invoke functions using toolbars
Navigation, Main & Model Toolbars
Toolbar Customization
84
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Metastorm
Appearance & Adornments

in ProVision
Appearance and Adornments Section

Objectives
You will learn to
Model Settings
Object Appearance
Size models using the Zoom

capabilities
Set model properties similar
to object properties
Set model appearance via
the Model Settings dialog
Set object styles

Style toolbar
Style dialog
Use the object color dialog
Employ the gallery to reuse
pictures and stencils
Manipulate objects using the
orientation toolbar
Add adornments using the
Drawing toolbar
86
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Metastorm
Object Appearance
Object Styles Toolbar

Select menu View | Toolbars
Set Display/Printer Style
Set Font
Set Font Size
Allow Angled Text

Justify Text Horizontally
Justify Text Vertically
Set Line Style
Bold Text
It li i T
Italicize
Textt
Underline Text
Set Font Color
Set Rounding
Set Shadow
Set Object Color
88
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Style Detail (Text)
89
Style Detail (Shape)
Gradient Color Fill

New with v6.0
Not for Gallery
Pictures
Build Product
90
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Style Detail (Line)
91
Setting Object Color
92
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Gallery Bar
You can view or modify the
graphics stored Gallery.
If the Gallery is not visible in the

Index Bar, go to View > Index Bar
> Gallery Bar from the ProVision
menu bar.
93
Orientation Tools
Select Link Style

Auto Layout Model
Snap to Grid
Bring to Front
Send to Back
Bring Forward
Send Backward
Rotate Shape 90 Degrees
Flip Horizontally
Flip Vertically
Align Left
Align Right
Align Top
Align Bottom
Align Horizontal Centers
Align Vertical Centers
Space Horizontally
Space Vertically
Make Same Width
Make Same Height
Make Same Size
94
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Format Menu
95
Drawing Toolbar
Add Rectangle
Add Ellipse
Add Polygon
Add Triangle
Add Diamond
Add Hexagon
Add Line
Add Link
Add Text
Reshape Drawing Object

Ungroup Drawing Objects
Group Drawing Objects
Anchor
Graphic Selector
96
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Metastorm
Model Settings
Zoom & Scale (Main Toolbar)
Continuous Zoom Closer

Continuous Zoom Away
Zoom Area
Show Model Overview (Pan)
Fit to View
98
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View Menu Options
99
Model Settings (Description)
100
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Model Settings (Workflow Lanes)

Workflow
models only
101
Model Settings (Header/Footer)

Additional
options
documented
in Help
102
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Model Settings (Page)
103
Model Settings (Margins)
104
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Model Settings (Grid)
105
Model Settings (Work Area)
106
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Model Settings (Associations)
Model Associations
Artifacts
Capabilities
Issues
Rules
Standards
107
Model Settings (Notes)
108
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Metastorm
Please perform the

Case Study Exercise
on pages 90 94
Answer quiz on 95
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
110
Page 89 of 355
ProVision Appearance & Adornments Exercise

notebook.
Open the Guided Tour notebook and launch the Fill Order workflow model. If needed,
follow the detailed steps below.
Ensure the Repository is displayed in the Index Bar. If the Index Bar is not
Repository Bar.
on the Main toolbar and then click the
Click the plus sign in front of the

Sample repository to reveal the
Guided Tour notebook. Double click
the notebook to open it.
Click on the Inventory Bar in the
Index Bar and click on the Model
Inventory tab
at the bottom to
display the models.
Click the plus sign beside the Workflow Modeler folder to reveal the existing
workflow models.
Double-click the workflow model whose subject is Fill Order (Business
Process:) to open this model.
ProVision allows you to change the visual attributes of any modeling object, and the
arrangement of the objects in the model.
from the menu bar to hide the
Select View -- Show Indicators
indicators (e.g.
) that appear on the lower center portion of the objects.
Again, select View -- Show Indicators from the menu bar to now show the
indicators (e.g.
) that appear on the objects. This option toggles the setting.
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ProVision allows you to change the appearance of the lines in your model.
Select View -- Toolbars and then check the
Orientation Tools. This will open the Orientation
toolbar. Its default position is below the model
tabs.
Press the Link Style button

from the Orientation toolbar. Notice the workflows are
drawn differently from one activity to the next.
from the Orientation toolbar repeatedly to cycle
Press the Link Style button
through the 3 link style options (i.e. direct, squared, and rounded).
[To hide this toolbar, Select View -- Toolbars and then uncheck the Orientation
Tools.]
ProVision allows you to change the appearance of any modeling object, drawing or line
in your models.
Select View -- Toolbars and then check the Object Styles. This will open the
Style toolbar. The Style toolbar appears at the top of the modeling work area.
Page 91 of 355
Select the Complete Order activity by clicking it once.

Click the down arrow
in the Font Size drop-down box. Select a smaller
font size for the Complete Order activity.
three times to cycle through the horizontal
Click the Horz Justify button
placement of the name within the Complete Order activity.
Click the Vert Justify button
activity vertically.
once to lower the name of the Complete Order
Select Edit -- Undo Style to place the name in the center of the Complete
Order activity again.
Click in an open area of the modeler to deselect the Complete Order activity.
[To hide this toolbar, Select View -- Toolbars and then uncheck the Object
Styles.]
You will now add a graphical adornment to the Fill Order workflow model and modify its
style settings.
Ensure that the Gallery Bar appears in the Index Bar. If it does not appear,
select View/Index Bar and check the Gallery Bar to enable it.
Click on the Gallery Bar to open it.

Ensure the Stencils tab is selected at the
bottom of the Gallery.
Drag the Octagon shape from the Gallery to an
open area at the bottom of the model. When
you release the cursor, the shape is displayed
on the model. Notice that the octagon assumes
the models default dimensions for new objects.
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Select the octagon by clicking on it once. Grab the bottom handle and stretch
the octagon until it is as deep as it is wide.
&
p
o
t
S
Double-click the mouse on the shape to open its Drawing Description dialog.
!
w
e
i
v
e
R
In the dialog, enter the name Stop and Review! to display this
within the shape. Click OK to close the dialog.
Click the right mouse button on the shape to display its shortcut
menu, and then select Style from the menu. The Style dialog for
the shape is displayed.
The Style dialog contains all of the visual properties for a selected object, link, or
adornment. Notice that the example object in the dialog displays the default style
settings for the new shape. Changes will be made to these default settings.
The Text tab is displayed first by default. On this tab, use the Color
dropdown to change the font color to black. Note how the change
is immediately reflected in the example area.
Check the Underlined checkbox to underline the name.
Click the Centered radio button within the Vertical Justification
area.
Select the Shape tab in the dialog.
In the Shape area of the dialog, use the Color dropdown to change the shape
color to red.
Click the Gradient Color
Fill button to launch the
Gradient Selection dialog.
Select the Angled Styles
radio button or make a different gradient selection, if desired.
Click OK twice to close the dialogs and save your changes.
Verify the style changes in the model.
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Use the Drawing Toolbar to link the adornment object to an activity.
Select View -- Toolbars and then check the Drawing Tools. This will open the
Drawing toolbar. Its default position is below the Index Bar.
Click the Link button

toolbar.
from the Drawing
Place the cursor on the octagon drawing,

then click and drag to the 5 Ship
Components activity.
This places a
flexible line between the drawing and the
activity.
To return the cursor to default mode, select
the Default button
toolbar.
from the Model Tools
Grab each end of the link and place it at different points along the border of
each object to arrange as desired.
Drag the drawing and/or the Ship Components activity around the model.
Notice that the link adjusts to keep the line attached.
To hide the Drawing Tools toolbar, click the View -- Toolbars menu option to
launch the Toolbar Customization dialog and then uncheck Drawing Tools.
Close the Fill Order Workflow Model by clicking the lower close button
upper right corner. The upper button will close ProVision.
in the
This completes the ProVision Appearance and Adornments exercise.
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Appearance and Adornments Quiz

1. Does an adornment (e.g. a drawn shape containing a comment)
appear on the interpretation?
2. When a series of objects are selected,
What keyboard key must be held down to multi-select them?
Which object in a selected series determines the size of all the
others?
3. Why should you not use the rubber band link to draw a line
between objects?
4. Can models have associations?
111
Appearance and Adornments Section

Objectives
You have learned to
Model
M d l Settings
S tti
Object
Obj t Appearance
A
Size models using the Zoom

capabilities
Set model properties similar
to object properties
Set model appearance via
the Model Settings dialog
Set object styles

Style toolbar
Style dialog
Use the object color dialog
Employ the gallery to reuse
pictures and stencils
Manipulate objects using the
orientation toolbar
Add adornments using the
Drawing toolbar
112
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Notes
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113
Notes
_______________________________________________
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114
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Metastorm Business Interaction Modeler

in ProVision
Business Interaction Modeler Section Objectives

You will learn to
Define the Business Interaction
Model (BIM) and how it is typically
used during project scope
Identify the model components
Actors
Regions
Business Interactions
Deliverables
Utilize a straightforward approach

for developing a BIM
116
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Profiles the business domain
Shows business as a system
Shows organizational
boundaries
Interactions between internal
and/or external actors
Reveals actors and their

roles
Consumes resources
Produces products/services
Feedback (optionally)
Concentrates on interactions
and responsibilities of actors
Internal players
Customers
Suppliers
Competitors / Regulators
Support Organizations /
Other Parties
117
Notes
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_______________________________________________
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118
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Metastorm

Components
Example
120
Page 99 of 355
Actors
Major Players
Research
Community
Product
Development
Capital
Markets
Inside business domain perform business

processes; within the
scope
Outside business domain
- participate in
interactions; outside the
scope
Sources and recipients of
business interactions
Types of actors
Finance
Component
Vendors
Markets
Organizations
Roles
People (possible)
Systems (possible)
121
Actor
A set of people (business actor) who comprise the business or

interact with the business
Market
Organization
Role
Person
(Set of organizations usually external to the enterprise)

(Formalized set of people usually internal to the enterprise)
(internal or external)
(possible, but unlikely in a BIM)
122
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Markets
A set of people or organizations which are
managed in a similar manner
Category of people or organizations
usually external to the enterprise
Same interactions with the business
domain
Managed in the same way
Market Segments
Similar wants and needs
Common p
purchasing
gp
patterns
Industries
Productive or profit-making enterprises
Concentrate on a business or discipline
(e.g., automotive, aerospace)
123
Organizations
A formalized set of people
usually internal to the enterprise
(e.g. company, division,
department) having a common
mission
mission
Organization structure (vertical)
view of the business
Inside the business domain Identifies organizational units
responsible for performing work
within the scope
Outside the business domain id tifi iinternal
identifies
t
l customers,
t
suppliers, and support
organizations
Identifies the stakeholders for
BPA project
(organizations inside the business
domain)
Structure
High-level for Business
Interaction Model
Can be decomposed (partitioned)
Arranged hierarchically
Multiple parentage supported
(matrix / dotted line relationships)
BIM includes organization units at
the appropriate level
Qualit y
W idget s
F inance
Market ing
Production
Product
Developm ent
F ield
Operations
124
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Roles
Category of people performing a
defined set of business
responsibilities
Type of employee
Type of individual customer / supplier
Type of contract person
Roles typically employed in

detailed analysis
Smallest actor
Responsibilities performed by a
single person
125
Business Domain
Actors within the scope

Perform domains processes
Responsible for meeting

customer needs and wants
126
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Customers
Receive products and services from the
business domain or competitors
Have needs and wants concerning the
products and services
May consume or resell products
Typically includes external customers
(markets and roles),
internal customers (organizations and
roles)
127
Suppliers
Provide resources to the business domain
or to competitors
View
Vi
th
the b
business
i
d
domain
i as a customer
t
Should try to meet the needs and wants of
the business domain
May produce or resell supplied products
Typically includes external customers
(markets and roles),
internal customers (organizations and roles)
128
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Competitors
Market Competitor
Resource Competitor
Competes with the business

domain
Competes with business domain

for resources (e.g. capital,
material, labor))
Especially important when
resources are scarce
May also be a market competitor
comparable products and

services
overlapping customer base
May also be a resource

competitor
Competitors Region is often renamed to one or more of the following:

Competitors / Regulators / Support Organizations / External Parties
129
130
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A relationship
p between two actors
where specific goods, services,
and/or information is exchanged
May involve internal and/or external
actors
Concerned with relationship not discrete
flows
Major focus for improving efficiency and
effectiveness
131
Involves two actors

Source (supplier)
Recipient (customer)
Passes a deliverable (work product)

Goods / Services
Information
Measured in volume (quantity / time period)

High volume likely to benefit most from redesign
132
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Sources Perspective
Priority
Importance in competing for this customer
Higher priority indicates more resources invested in capturing and
satisfying customer
Competitive advantage
Factors such as price, quality or timeliness which are meaningful
to the recipient (customer)
Producer/Reseller
133
Recipients Perspective
Satisfaction Rating
Evaluates the performance of the source (supplier)
Evaluates the performance of the deliverable
Needs/Wants
Performance requirements of the source or deliverable
Consumer/Reseller
134
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Develop Detail Interactions Later

Business Interaction Model High-level interactions
Communication / Workflow Model Detail-level interactions
135
Environmental Influence
A factor that affects enterprise strategy
Which markets to pursue
Which goals to prioritize
How processes function
Limit ed Oil
Supply
Outside the control of the business

Free Trade
Initiativ es
Inclusion in BIM signifies importance of

factor to business
Examples
Global
W arm ing
Government regulations
Economic / Demographic factors
Cultural factors
Political factors
136
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Metastorm

Development Approach
1. Identify actors within the business
domain
2. Identify customers
3. Identify customer interactions
4. Identify suppliers
5. Identify supplier interactions
6. Develop internal interactions
7. Identify competitors / regulators /
support organizations / external
parties
138
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Identify Actors Within the Business Domain

Determine organizational
participants
Internal organizations (e.g.
staff, department)
Functional units
Identify actors
Sponsors and stakeholders
Islands of authority
Highest level organizations
fully within scope
Optionally identify
organizations
i ti
ffor multiple
lti l
locations
Functional organization or
role operating at multiple
sites
139
Identify Customers
Customers
Receive products and services from business domain
May be within company, but outside domain
Type
Markets Defined market segments, categories of customers
Organizations external to the enterprise
Organizations
Organizations internal to the enterprise
Roles Categories of internal or external individuals
Optionally identify customers for multiple locations

Business interactions occur at multiple sites
140
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Identify Customer Interactions

Customer Interactions
Business relationship, not discrete flow
per Customer
Paired with appropriate internal actor
Products and Services

Justify existence of business domain
Describes nature of business domain
Feedback
Directs effort of business domain
141
Identify Suppliers
Suppliers
Provide resources to the business domain
May be within company, but outside domain
Type
Markets
Defined supplier segments, categories of suppliers
Organizations external to the enterprise
Organizations internal to the enterprise
Roles Categories of internal or external individuals
acting
ti as suppliers
li
Optionally identify suppliers for multiple locations

Business interactions occur at multiple sites
142
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Identify Supplier Interactions

Supplier Interactions
Business relationship, not discrete
flow
Per Supplier
Paired with appropriate internal
actor
Resources
Required to produce products and
services
Many types (e.g.
(e g material,
material
information, financing, personnel,
facilities)
Feedback
Help supplier meet requirements
143
Develop Internal Interactions

Internal Interactions
Business relationships
between pairs of internal
organizations
Internal actors assume
supplier/ customer roles
Shows business as a
system of interactions
Shows responsibilities for
internal relationships
Deliverables
IIntermediate
t
di t workk
products between
resources and
products/services
144
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Identify Competitors
Market Competitor
Identify competing actor
Identifyy competing
p
g
product/service
Pair with targeted
customer(s)
Resource Competitor
Identify competing actor
Identify resource competition
Pair with affected supplier(s)
Competitors Region is often renamed to one or more of the following:

Competitors / Regulators / Support Organizations / External Parties
145
Business Interaction Modeler Demo

Time for a Business Interaction Modeler demonstration
Building a BIM in ProVision
Select a subject
Launch the model
Add actors into the model
Create business interactions
Identify the properties describing

the objects in the model
Region
Actor
Deliverable
146
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Metastorm
Please perform the

Case Study Exercise
on pages 114 127
Answer quiz on 128
Notes
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_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
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148
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Business Interaction Model Exercise

Objective
This exercise has two major components. The first component is conceptual and the
second component involves creating a BIM in ProVision.
The purpose of the conceptual component of this exercise is to understand the interactions (responsibilities) of the major actors within and surrounding the Conference Administration business domain. The Business Interaction Model (BIM) is used as an
organizational and communication tool for developing business strategy, establishing
strategic goals, and clarifying boundaries. It is not good for showing query/response,
flow detail, or sequence and therefore is not used for those purposes.
DESCRIPTION
1. Read the following textual business scenarios describing Conference Administrations environment and business interactions.
2. Identify the two actors involved in each scenario and find them on the provided partially completed BIM.
3. Identify the direction of the interaction (responsibility) between the actors.
4. Label the interaction, by specifying a deliverable, which captures the relationship
semantics between the actors.
Two examples have been provided below.
Example Scenario 1 details: Conference Management coordinates flight reservations
(the airline, the dates and times of arrivals and departures, seat assignments, etc.) by
interfacing with Travel Agencies for their customers. This type of reservation may be
handled through PRCs one-stop-shopping concept. However, Conference Administration will not get involved past the reservation stage.
Example Scenario 2 details: Within Conference Administration, Conference Management requests facilities with specific characteristics from Facilities Management. Initially,
the availability of facilities is provided to help with conference planning, and ultimately the
facilities themselves are provided per the committed conference schedule.
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Business Interaction Model Example Scenarios 1 2 Sample Solution
Example 1
Example 2
Using the BIM example above as the exercise worksheet, read each of the following six
textual scenarios (3 8) and fill in the appropriate business interaction link details.
Scenario 3 details: Conference Management coordinates car rental reservations by
interfacing with Car Rental Agencies for their customers. This type of reservation may
be handled through PRCs one-stop-shopping concept. However, Conference Administration will not get involved past the reservation stage.
Scenario 4 details: Conference Management coordinates contracted entertainment
(outings, tours, concerts, etc.) provided by Entertainment Vendors in support of each
conference.
Scenario 5 details: Sponsors are organizations that define and fund a conference.
Conference sponsors interact with Sales to understand and submit requests for conferences. After conferences are scheduled, sponsors will receive confirmations containing
session, equipment, lodging, facility, and entertainment schedules and pricing from
Sales.
Scenario 6 details: Within Conference Administration, Sales formalizes Sponsor requests, producing conference orders for Conference Management to schedule. Conference Management, in response to this request from Sales, will schedule the conference and provide the scheduled conference to Sales.
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Scenario 7 details: Conference sponsors advertise through various channels in order

to acquire conference participants. Participants are people who are involved in the conference, such as speakers, exhibitors, and attendees.
Scenario 8 details: Participants (i.e. speakers, exhibitors, and attendees) submit requests for conference enrollments to Conference Management. Conference Management will handle enrollment in specific events (e.g. sessions, meals, entertainment) for the
conference. Conference Management will provide enrollment verifications back to the
participant.
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Business Interaction Model Scenarios 1 8 Sample Solution
Scenario 6
Scenario 5
Scenario 8
Scenario 7
Scenario 3
Scenario 4
Page 117 of 355
Supplemental Exercise: As a supplemental exercise when time permits, continue

working scenarios 9 14. Add the additional scenario details to the previous worksheet.
To skip this supplemental exercise, skip this page and the next.
Scenario 9 details: Guests are people who had or have reservations to stay in a hotel
room at a PRC resort, whether they are conference participants or not. Guests receive
lodging from Lodging Management, irrespective of conference participation.
Scenario 10 details: Lodging Management provides itemized guest charges to Finance
for bookkeeping and billing. (Bookkeeping and billing are out of the scope of this project). Finance, while a department within PRC, is not considered part of Conference
Administration.
Scenario 11 details: Finance handles the financial tasks of billing and collections for
PRC, including those associated with Conference Administration. Finance receives
sponsor charges from Conference Management for billing in accordance with the negotiated conference rate schedule. (Billing and collections is out of the scope of this project). Finance, while a department within PRC, is not considered part of Conference
Administration.
Scenario 12 details: Within Conference Administration, Conference Management
sends unit reservations to Lodging Management in response to Sponsors need for
block reservations of hotel rooms in support of their conference. Lodging Management
acknowledges the reserved units. These block reservations will be provided by Lodging
Management when the conference occurs.
Scenario 13 details: Also within Conference Administration, Lodging Management requests facilities with specific characteristics from Facilities Management. Initially, the
availability of facilities is provided to help with conference planning, and ultimately the facilities themselves are provided per the committed conference schedule.
Scenario 14 details: On a regular basis, the Sales organization within Conference Administration provides sales forecasts of their expected sales. Marketing uses sales
forecast information to develop marketing campaigns for PRC. Marketing is within PRC
but is not considered a part of Conference Administration.
Page 118 of 355
Business Interaction Model Sample Solution All Scenarios

Below is an example of how all the interactions look together in an overall Business Interaction Model.
Page 119 of 355
ProVision Business Interaction Modeler Exercise

In the ProVision portion of this exercise, you will build the previously defined business
interaction model to illustrate the significant actors (both internal and external) that interact within the scope of Conference Administration. This serves as a strategic-level
model of the business domain. The completed model will look like the sample exercise
solution on the previous page.
Ensure the Conference Administration notebook is open . If not, double-click the Notebook button
in
front of the notebook in the Professional Retreats repository to open it.
In the Inventory View, select the
Model Inventory tab
to display an
alphabetical listing of the types of models within ProVision.
Double-click the Business Interaction Modeler folder on the Model Inventory
tab to invoke the dialog that will allow you to specify the subject for the model
and then launch the modeler.
Select Business Domain.

In the Enter the name for a new Business Domain: edit box, enter the business domain Conference Administration and then click
Page 120 of 355
This creates the subject business domain and opens the Business Interaction Modeler at the same time. Before you add actors to the model, correctly name the center
region of the model.
Double-click in the Business Domain region to invoke the Region Detail dialog.
Replace the regions name with the name, Conference Administration.
You will now include organizations in the model. You can move them to the appropriate
region afterwards.
Place your mouse in the center of the region labeled Conference Administration. Click and drag diagonally to draw a small box. The Add or Select Object
dialog appears when you release the mouse button.
Alternately, this dialog can also be invoked by first clicking the Organization button
on the Object Creation toolbar and then clicking on the area of the
model where you want to add an actor.
In the Add or Select Object dialog, select Organization to add or select objects
of this type.
If you performed the earlier exercise that defined PRCs organizational structure, you
will select some of those organizations for inclusion in this model. If these organizations
do not exist, you will need to add these organizations. If you are in doubt, try selecting
them first.
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Click either
or
whether the organizations already exist or not.
on the dialog based upon
In the Power Select or Power Add list box, select or add the following organizations. For multiple selections, hold down the CTRL key.
Sales
Lodging Management
Marketing
Finance
Click OK when you have finished selecting/adding the organizations. The organizations will appear overlaid in the model. Click and drag each organization
to position them, which includes moving them to the appropriate region.
Page 122 of 355
You will now include in the model the other actors that are external to the Conference
Administration business domain.
Click and drag the mouse in the Suppliers region of
the model to invoke the Add or Select Object dialog
that allows you to add or select additional actors.
In the Add or Select Object dialog, select Market to
add objects of this type to the model.
Select
to the model.
to add multiple markets
In the Power Add combo box, enter the following markets:

Travel Agency
Car Rental Agency
Entertainment Vendor
Sponsor
Click OK or press ENTER again when you have finished typing all the markets.
The added markets will appear overlaid in the model. Move Sponsor to the
Customers region and separate the other 3 markets in the Suppliers region
(see the following example).
Next, click and drag the mouse in the Customers
region of the model.
In the Add or Select Object dialog, select Role and
then click
Power add the following roles:

Participant
Guest
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Arrange the actors in the model as follows.
Now that you have identified the major internal and external actors for Conference
Administration, you can add the business interactions that exist between them.
on the Object Creation toolbar to add Business In Select the link button
teractions. Notice that the cursor changes when positioned over an actor in the
model.
Place the mouse over Sales within the Conference Administration region, hold
down the mouse button, and drag to Sponsor in the Customers region to establish a business interaction.
Double-click the new business interaction to open its dialog.
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Click the Add button
to open the Deliverable Detail dialog.
In the Name edit field, enter Conference Confirmation, then click OK.
Click OK to close the Business Interaction dialog.
As above, you will now add the other business interactions. When you have completed
adding all of the business interactions listed below, your model should look similar to the
following example.
Notice that Facilities Management provides Facilities to both Conference Management
and Lodging Management. Once the deliverable, Facilities, has been added, you
should select it from the Deliverable drop-down list rather than trying to add it a second
time.
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Add the other Business Interactions listed in the table below.

From
To
Deliverable
Sales
Marketing
Sales Forecast
Sales
Sponsor
Conference Confirmation
Sales
Scheduled Conference
Participant
Conference Enrollment
Finance
Sponsor Charges
Facilities
Lodging Management
Facilities
Lodging Management
Block Reservation
Lodging Management
Finance
Guest Charges
Lodging Management
Guest
Lodging
Travel Agency
Flight Reservation
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From
To
Deliverable
Car Rental Agency
Rental Car Reservation
Contracted Entertainment
Sponsor
Participant
Conference Advertising

lect Interpret from the Tools menu.
on the Main Toolbar or se-
Click on any object in the model to position the interpretation to that object, including the business interactions.
Review the interpretation and notice that the model graphics and the interpretation are synchronized. The items listed in the interpretation are live, meaning
you can double-click on them and invoke their detail dialogs, just as you can in
the model itself.
Close the interpretation and maximize the business interaction model.
This completes the ProVision Business Interaction Modeler exercise.
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Business Interaction Modeler Quiz

1. What is so important about understanding the value chain from
supplier to customer before defining detailed processing
requirements?
2. Should low-level communication/feedback details be depicted in
a BIM? Why not?
3. Can an actor be both a supplier and a customer?
p roles,, what are the options
p
for
4. If an actor assumes multiple
depicting the actor in a BIM?
149
Business Interaction Modeler Section Objectives

You will learn to
Define the Business Interaction
Model (BIM) and how it is typically
used during scoping
Identify the model components
Actors
Regions
Deliverables
Utilize a straightforward approach

for developing a BIM
150
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Metastorm
Process Identification
Business Process Scope
& Context
using Communication Model
Process Identification Section Objectives

You will learn to
Define the concept of a business process
Identify the components of a process within your
business
Identify your business processes using these
components
Develop models reflecting the context of each
business process
Verify that the boundaries of an as-is business
process are appropriate for to-be
152
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Process Characteristics
Supplier
Input
Initiating
I
iti ti Event/
E
t/
Input Deliverable
Process
Business
Process
Output
Customer
Terminating
T
i ti Event/
E
t/
Output Deliverable
Supplier
Types
Customer
Types
Market
Market
Organization
Organization
Role
Role
Person
Person
System
Business Process:
Process
A set of sequentially related activities that
produce a product, service or deliverable.
System
Process
153
Layers of Granularity - Processes and Actors

Enterprise
Functional Areas
R&D
Product
Management
Operations
Marketing
Sales
Actor types
High-level
Organizations
Customer
Support
...
Top-level Value Chains

6-12
Mid-level
Organizations
Mid-level processes
100-500
Roles
Detail-level processes
(1000s)
User-system interfaces
System-system interfaces
Systems
Automated processes
(1000s)
154
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Key Characteristics of a Process

Consume
Business inputs (one or more)
Resources
Convert
Sequence (series) of activities
Goal-directed
Produce
Value to the customer

Product or service
Business outputs (one or more)
Resources
155
Scoping a Process
Process Context Model created with Communication
Modeler
Frames (scopes) business process

Identifies initiating events
Shows process actors
Communicates produced deliverables
Based on event-partitioned view of the business domain

Establishes context for defining business process details
156
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Process Context Model (Communication Modeler)

Describes process, related actors and communications
Actor
Input Deliverable
Event
Event
Output Deliverable
Actor
Address Change
g Received/
Output Deliverable
Model combines key functionality

of Business Interaction Model &
Use Case Model
Communication Links
Bi-directional, if desired
Read clockwise
Support Events
Support Deliverables
Business Process
Components can include

Business Domain, Business
Process Activity
Process,
Market, Organization, Role,
Person
Location, Facility, Equipment
System, Store
157
Discover Process Components

Examine business interactions / brainstorm
with Subject Matter Experts to discover:
Initiating Events
Signal events
Time events
Change events
Make use of
what is
already
known
Deliverables Produced and Received

Products and services
Significant interim deliverables
158
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Product
Business
Domain
Customer
Business Interactions show relationships between actors

Do not show discrete flows
Not passage of workflow-level deliverables / information
Not query / response
Are not control flows
Do not show events
Do not pass control
Do not show sequence
159
Examine Business Interactions

Change of Abstraction Level
From Relationship:
Product
Business
Domain
Customer
To Communication:
"Order Received"/Order
Order Acknowledgement
Order Rejection
Business Domain
Product Shipment
Customer
"Returned Product"/Product Return

Invoice
"Payment Received"/Payment
160
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Event
A significant occurrence which
obligates the business domain to take
action
Purpose of Event Identification
Identifies starting point for business
processes
Partitions business domain into meaningful
and manageable chunks of work
Types of events
Signal (most common)
Time
Change
161
Signal Event
"Request Submitted"/Request
"Funds Submitted"/Funds
Business
Domain
"Transaction Cancelled"/Transaction ID
Customer
Indicates the arrival of an input deliverable

Initiated by a source actor in the environment
of the business domain
Often most common type of event
162
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Time Event
Product Shipment
Customer
Business
Domain
Initiated by the passage of time

Trigger Result
Internally detected
Examples
Scheduled
Time to Ship Product
Absolute
Month Ends
Relative
Payment Overdue
163
Change Event
Order Rejection
Customer
Business
Domain
Initiated by business conditions which satisfy

or violate pre-established business rules Trigger Result
(business object state change)
Internally detected
Examples
Credit Limit Exceeded
Customer Bankrupt
Low Inventory Point Reached
164
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Process Output (Deliverable)

A work product produced by an activity for use in a
subsequent
q
activity
y
External
provided to external customers
received from external suppliers
Internal (interim)
produced for internal consumption
has value added as it proceeds through a process
facilitates the production of external deliverables
165
Deliverable Production
Request Acknowledgement
Advice
Account Statement
Business
Domain
Customer
External Deliverables
to Customer
Internal Deliverables
External Deliverables
Products which stay within the

business domain
(e.g. Approved Order, Scheduled
Request)
Consumed by subsequent activity
Defines the purpose of

business
How business satisfies the
customers needs and wants
166
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Process Input (Deliverable)

A deliverable (work product) consumed by the
business process, produced previously by another
process.
Transformed or consumed by the business process to
create additional deliverable(s)
Mayy be consumed by
y multiple
p business p
processes
167
Business Interaction Inputs

Material
Supplier
Business
Domain
Business interaction inputs similar to customer

service/product business interactions
Represent business relationships
Business domain changes role from source to recipient
Examined to discover
Signal events
Time events
Change events
Resource inputs
168
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Example Communications with Suppliers
Business
Interaction
Communications
Material
Supplier
Business
Domain
Order
"Order Acknowledged"/Order Acknowledgement
"Order Rejected"/Order Rejection
Supplier
"Material Received"/Material Shipment
Business Domain
Material Return
"Invoice Received"/Invoice
Payment
169
Process Identification Overview
Identify events by type

Identify deliverables by type
Match events with deliverables
Identify business processes (or activities)
Develop process context model (using Communication Modeler)
Create communication model for subject business process (or activity)
Include related actors
Source / receive events and deliverables
Participate in performing the process (critical for defining workflow details)
Create communication links showing

g initiating
g event(s)
( ) and major
j
deliverables (inputs and outputs)
Resolve unmatched events & deliverables
Account for minor events & deliverables
Review and refine process context models
170
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Identify Events by Type

Event type helps ensure more complete list of events
Event type aids in design of event automation
Some Examples
Eventt Type
E
T
Signal
Signal
Eventt Name
E
N
Order Submitted
Payment Submitted
Signal
Order Canceled
Time (Scheduled)
Time to Ship
Ti
Time
(Relative)
(R l ti )
P
Payment
tO
Overdue
d
Change
Order Invalid
Change
Change
Inventory Reorder Point

Reached
171
Identify Deliverables by Type

Focus on outputs to customers & suppliers
Include significant internal deliverables of business domain
p
Some Examples
Type
Deliverable Name
External
External
Order Rejection
External
Product Shipment
External
Invoice
Internal
Approved Order
Internal
Scheduled Order
172
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Match Events with Deliverables

Some Examples:
Events
Deliverables
Order Submitted
Payment Submitted
Invoice

Reached
Approved Order
First Cut Matches
173
Matched Events and Deliverables

To this point:
Events
Processes
Order
Order Submitted
Submitted
???
Payment Submitted
???
???
???

Reached
???
Deliverables
Approved Order
???
Invoice
???
174
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Develop Business Process Context Model

Example: Order Submitted Event
Order
Order Submitted
Submitted
Approved Order
Identify Process
External
Deliverable
Order Submitted
Accept
Order
Event
Internal
Deliverable
Process
Approved Order
175
Determine Actors Sourcing Events

Sources of Events
For Signal Events, include input deliverable
For Time Events, add actor that watches the clock
For Change Events, add actor that detects the state change
Accept
Order
Submitted/Order
Order Submitted
Source of
Event
Signal Events
Input Deliverable
Approved Order
176
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Determine Actors Receiving Deliverables

Recipients of Deliverables
Bi-directional communications supported
Internal
Deliverable
Deliverable
Recipient
Approved Order
Accept
Order
Order
Submitted/OrderOrder
"Order
Received"/Received
Deliverable
Recipient
Production
Manufacturing
Company
Bi-Directional
Communication
(read clock-wise)
External
Deliverable
177
Determine Internal Participating Actors

Internal Process Participants
Add deliverables if known, otherwise defer to workflow
If no deliverable,, eliminate directional arrow for communication
Accept
Order
Order
Submitted/OrderOrder
"Order
Received"/Received
Approved Order
Production
Manufacturing
Company
Denotes participation - details unknown

Further details developed in workflow model
Participating Actors
Internal to Process
178
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Minor Events & Deliverables

Approved Order
Accept
Order
Submitted/Order Order
"OrderOrder
Received"/Received
Production
Manufacturing
Company
Order Submitted
Minor
Events
Approved Order
Minor
Deliverable
Order Invalid
Minor Events
Events that occur inside a process

(at a lower level of detail)
Related to decisions for conditions /
exception handling
Control workflow branching
Order Rejection
(a type of Order
Acknowledgement)
Minor Deliverables
Produced inside a process
(at a lower level of detail)
Produced as a by-product
of a process
Part of another deliverable
179
Resolve Unmatched Event

Example: Payment Submitted Event
Determine Deliverable
Payment Submitted
Customer Account Credit
Name Process
"Payment Submitted"/Payment
Accept
Paymentt
P
Event
Process
Internal
Deliverable
180
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Example: Payment Submitted Event
Determine Involved Actors
"Payment Submitted"/Payment
Accept
Payment
Manufacturing
Company
Accounts
Receivable
Internal
Deliverable
Source of
Event
System
Recipient
Systems may be used as recipient of internal deliverables

Systems may also be used as source for input deliverables, if
desired
Stores work conceptually for internal deliverables but are not actors
and can not become workflow lanes
181
Resolve Unmatched Deliverable

Example: Invoice Deliverable
Determine Event
Invoice
Product Ships
"Product Ships"
Shipping &
Receiving
Invoice
Shipment
Event
Invoice
Deliverable
Manufacturing
Company
Accounting
Denotes participation details TBD
182
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Example: Inventory Reorder Point Reached
Reorder Notification
Approved Order

Reached
Order
"Order Submitted/Order
Received"/Order
"Inventory Reorder Point"

Accept
Order
Approved Order
Manufacturing
Customer
Production
Field
Operations
Finance
Accept Order process modified: Additional Event and Deliverable added

(If process steps or actors are sufficiently different, create a new process)
183
Final Mapping
Events
Order Submitted
Deliverables
Processes
Accept Order
Approved Order
Payment Submitted
Accept Payment
Product Ships
Invoice Shipment Invoice
Inventory Reorder
Point Reached
Accept Order
(modified)
Approved Order
184
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Process Identification Summary

1. Discover Process
Components
3. Develop process context model

using communication model
Initiating Events
Name process/activity
Determine involved actors
Signal events
Time events
Change events
Deliverables Produced

Significant interim deliverables
Sources events/deliverables
Receives events/deliverables
Participates internally in process
Account for minor events

& deliverables internal to process
Resolve unmatched components
p
2. Match events to deliverables
185
Process Identification Section Objectives

You have learned to
Define the concept of a business process
Identify the components of a process within your
business
Identify your business processes using these
components
Develop models reflecting the context of each
business process
Verify that the boundaries of an as-is business
process are appropriate for to-be
186
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Metastorm
Communication Modeler
in ProVision
ProVision Communication Modeler Section Objectives

You will learn to
Build a business process context model
using the Communication Modeler
Select a subject
Add objects involved in the
communication
Process, Activity
Market, Organization, Role, Person
System, Store
Create communications
Identify the properties describing the
various component objects in the model
188
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Business Process Context Model

Represents
objects and their
communications
May depict
communicated
i t d
deliverables
May depict initiated
events
Each model instance
represents a specific
timeframe
(A I or To-Be)
(As-Is
T B )
A process context model is similar to a Use Case
Model for a Business Process / Activity
Depicts Related Actors, Initiating Events,
Inputs and Outputs (Deliverables)
189
Selecting the Subject

Possible Subjects for
Communication
Models:
For Business Process Context Models

Subjects:
Business Process
Activity
Topic
A ti it
Activity
Business Domain
Business Process
Equipment
Facility
Location
Market
Organization
Person
Role
System
Topic
190
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Adding Objects
Possible Components for
Communication Models For Business Process Context
Models
What Is Done
Components
Activity
Business Domain
Business Process
Who Does It
Market
Organization
Person
Role
Store
System
Where Its Done
Equipment
Facility
Location
What
Wh t is
i done
d
Who does it
191
Communication Links
Deliverable to Right
Event to Right
Accept
Product
Return
"Product Returned"/Returned Product

Product Return Disposition
Manufacturing
Company
Deliverable to Left
Double-click communication link to launch the Communication

Description dialog
Bi-directional, if desired
Either direction may have a deliverable and/or an event
Remove arrowhead on unused end(s)
Associations to
Communication Links
Artifacts
Issues
Rules
Standards
System Interactions
192
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Communication Model Demonstration

Many Uses for a
Communication Model
Scoping
Business
Processes
Depicting Systemto-System
Communications
193
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
194
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Metastorm
Please perform the

Case Study Exercise
on pages 152 157
A
Answer
quiz
i on 158
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
196
Page 151 of 355
ProVision Communication Modeler Exercise

In this exercise, build a communication model to illustrate the initiating event,
deliverable, and participating actors (both internal and external) that are involved with
the Arrange Conference business process. This serves as an event-partitioned scope
for this business process. This business process will be further detailed using a
workflow model in a later exercise. The completed model should look similar to the one
below.
Click on the Repository Bar, and

click the plus sign in front of the
Professional Retreats repository to
reveal
the
Conference
Administration notebook. Double
click the notebook to open it.
Now, click on the Inventory Bar in
the Index Bar, and click on the Model Inventory tab
display the models.
at the bottom to
Double-click the Communication Modeler folder in the Model Inventory to

invoke the Select Subject for Communication Modeler dialog to specify the
subject for the model.
Page 152 of 355
Select Business Process.
In the Enter the name for a new Business Process edit box, enter Arrange
Conference and click
to launch the model.
This creates the subject business process and opens the Communication Modeler at
the same time. Include the business process, Arrange Conference, in the model.
Place the mouse in the center of the model and click and drag diagonally. The
Add or Select Object dialog appears when the mouse button is released.
In the Add or Select Object dialog, select Business Process to add or select
objects of this type.
When Arrange Conference was identified as the subject for the communication
model, ProVision automatically added Arrange Conference as a business
process object in the notebook. Select that object from the drop down list in the
dialog and click OK.
Center the Arrange Conference business process in the model.
Now include actors in the model. The actors are of two types, Markets and
Organizations, so include them in two steps. If the earlier Organization and Business
Interaction exercises were completed, select the actors for inclusion in this model. If
these actors do not exist because they were not previously created, add them. If in
doubt, try selecting them first.
Place the mouse in an open area of the model and click and drag diagonally.
The Add or Select Object dialog appears when the mouse button is released.
Page 153 of 355
In the Add or Select Object dialog, select Market to add or select objects of this
type.
Click either
or
on the dialog based upon
whether the markets already exist (if the Power Select button is not enabled, then
no Markets currently exist in the notebook).
In the Power Select or Power Add list box, select or add the following markets.
For multiple selections, hold down the CTRL key.
Sponsor
Click OK when finished selecting/adding the markets. Click and drag each
market to an appropriate position surrounding the business process, Arrange
Conference. See the following example.
Repeat these steps (selecting Organization) to include the following
organizations.
Sales
Lodging Management
Page 154 of 355
Click and drag each organization to an appropriate position surrounding the

business process, Arrange Conference, as shown in the following example.
Now that the participating actors for Arrange Conference have been identified, add the
communications that exist between them and any applicable events and deliverables.
Select the Link Selector button
which is the last button on the Object
Creation toolbar. Notice that the cursor changes when positioned over an object
in the modeler.
Place the mouse over Sponsor, hold down the mouse button, and drag to
Arrange Conference to establish a communication.
Double-click the new communication to open its Communication Description
dialog. See the following example.
Page 155 of 355
For the Deliverable(to left object) field, click the Add button
Deliverable Detail dialog.
to open the
In the Name edit field, enter Conference Schedule, then select OK.
For the Event(to right object) field, click the Add button
Detail dialog.
to open the Event
In the Name edit field, enter Conference Request Received, then select OK.
For the Deliverable(to right object) field, click the Add button
Deliverable Detail dialog.
to open the
In the Name edit field, enter Conference Request, then select OK.
Click OK to close the Communication Description dialog.
Page 156 of 355
The initiating event and external deliverable for Arrange Conference have now been
included in the model. There are five other participating actors who contribute internally
to Arrange Conference. Their participation can be denoted with communications
without events, deliverables, or directional arrows. Now add the communications that
simply denote participation.
Select the Link Selector button
Place the mouse, in turn, over each of the participating actors, Sales,
Conference Management, Facility Management, Lodging Management, and
Entertainment Vendor, hold down the mouse button, and drag to Arrange
Conference to establish the communications.
Double-click each new communication to open its Communication
Description dialog. For these communications, since they are representing
participation only, events and deliverables do not need to be defined.
However, immediately under the preview area at the top
option for each side
of the dialog, click the no arrow
of the communication to eliminate the arrowheads and
close the Communication Description dialog.
Format the communications as desired. The link style for
each communication (direct, squared, or rounded) can be
changed with the Link Style
toolbar button found in
the Orientation Toolbar. See the example model at the beginning of this
exercise for an example layout.
To interpret the model, click the interpret button
Toolbar or select Interpret from the Tools menu.
on the Model Tools
interpretation are synchronized. The items listed in the interpretation are live,
meaning double-clicking on them invokes their detail dialogs, just as within the
model itself.
Close the interpretation and maximize the communication model. This can be
done easily by clicking the interpret button
twice. The first click will position
the interpretation below the model and the second click will close the
interpretation and maximize the model.
This completes the ProVision Communication Modeler exercise.
Page 157 of 355
Communication Modeler Quiz

1. What objects can be used in a Communication Model which
are not available in a Business Interaction Model?
2. What is a good notation for a communication link if you want to
show that an actor simply participates in a business process?
3. Can a 2-way communication link support initiating events and
deliverables for both parties?
4. Are 1-way communication links allowed?
5 Are the events and deliverables on a communication link
5.
interpreted?
6. Do you prefer the structure of a Business Interaction Model or
the flexibility of a Communication Model? Why?
197
ProVision Communication Modeler Section Objectives

You have learned to
Build a process context model using the
Communication Modeler
Select a subject
Add objects involved in the
communication
Process, Activity
Market, Organization, Role, Person
System, Store
Create communications
Identify the properties describing the
various component objects in the model
198
Page 158 of 355
Metastorm
Process Modeler
in ProVision
Process Modeler Section Objectives

You will learn to
Build a decomposition of What
You Do using the Process
Modeler
Select a subject
Add parent & child objects
Business Domain
Business Process
Activity

the various component objects in
the model
200
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Process Modeler
Represents parent/child object
structure for work.
Business Domain
A cohesive portion of the business.
Business Process
A set of sequentially related activities that

produce a product, service or deliverable.
Activity
A subdivision of a process that can be

assigned to a particular actor or place for
responsibility.
201
General Structure
Legend
Business Domain
Business Process
Activity
202
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Meta Model Structure

Meta Model Structure in ProVision
Business Domain
1
1
*
*
Workflow Model
subject
Business Process
or
*
*
*
Workflow Model
component
Activity
only
*
203
Identify Activities
Maintain a consistent level of
abstraction
Activity heuristics
Decomposition Approach
Traverse business process
start with process event
identify activities (process
steps )
identify customer and
supplier activities or use
source/sink
end with deliverables
Receive Order
Check Order
Correctness
Authorize
Order
Time bounded
Produce business-visible
deliverable
May be further partitioned
(later)
Approve Order
Schedule Order
Correct Order
Check
Customer Credit
Acknowledge
Order
204
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Object Type Usage

Some Practitioners prefer to model what you do exclusively with Activity objects
Pros
Cons
Flexibility
Need extra object for BIM
Workflow available at every level
Blurs hierarchy distinctions
Ease of integration with other projects
205
Process Modeler Demo
206
Page 162 of 355
Metastorm
Please perform the

Case Study Exercise
on pages 164 167
Answer quiz on 168

Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
208
Page 163 of 355
ProVision Process Modeler Exercise

In this exercise, build an example process model for the Conference Administration
business domain consisting of child business processes. One of those business
processes, Arrange Conference, will have child activities defined. The completed
model should look similar to the one below.
This process model should be built in the Conference Administration notebook in the
Professional Retreats repository.
If this
notebook is not open, open it now. If needed,
detailed steps follow.
Click on the Repository Bar, and then
reveal the Conference Administration
notebook. Double click the notebook to open it.
Page 164 of 355
Click on the Inventory Bar in the Index Bar, and click on the Model Inventory
tab
Double-click the Process Modeler folder in the Model Inventory to invoke the
dialog to specify the subject for the model and launch the modeler.
Select Business Domain for the type of object the model is describing and
select Conference Administration and then click
Now that the Process Model for the Conference Administration business domain
exists, add some example child Business Processes, those being:
Arrange Conference
Begin Conference
Enroll Attendee
Cancel Enrollment
Utilize Facility
Clean Facility
End Conference
Link them to their parent, the Conference Administration business domain. Note that
the business process, Arrange Conference, already exists. If needed, detailed steps
follow the example Process Model below.
Page 165 of 355
Place the mouse in the center of the model and click and drag diagonally. The
Add or Select Object dialog appears when the mouse button is released.
In the Add or Select Object dialog, select Business Process to add or select
objects of this type.
If the Communication Model exercise was performed, the Arrange Conference
business process will already exist in the notebook. If so, select it from the drop
down list in the dialog and click OK to add it to the Process Model.
Link the Arrange Conference business process as a child of the Conference
Administration business domain by using a parent/child link
connection from child to parent).
(draw the
The other business processes do not exist yet so they should be Power Added
(see the list above).
After inclusion in the Process Model, also link these business processes to their
parent, the Conference Administration business domain.
Use Auto Layout
if desired to arrange the model similar to the example
above. If Auto Layout does not work, click the Object (selector)
the Object Creation toolbar first before trying Auto Layout again.
button on
Now add child Activities for the Arrange Conference business process. This will
illustrate how business processes can be composed of lower-level activities and will
later be used to illustrate how ProVision synchronizes Process Models and Workflow
Models.
The child activities for the Arrange Conference business process are:
Develop Conference Order
Develop Conference Requirements
Provide Lodging Availability
Provide Facility Availability
Provide Entertainment Availability
Page 166 of 355
Schedule Conference
Present Conference Schedule
After linking the child Activities to their parent Business Process, the complete model
from Business Domain to Business Processes to Activities should have the same
contents as the example below. To match the layout, use the Fork Top Down Auto
Layout option.
This completes the ProVision Process Modeler exercise.

Notes
Page 167 of 355
Process Modeler Quiz

Please answer the following
gq
questions:
1. What 3 types of objects represent what you do in ProVision?
2. At what level of this hierarchy do you expect to identify
initiating events?
3. Is a process model built before or after workflow modeling?
4. Can you model your entire business with only activity objects
and
d nott use b
business
i
d
domains
i or b
business
i
processes?
?
209
Process Modeler Section Objectives

You have learned to
Build a decomposition of What
You Do using the Process
Modeler
Select a subject
Add parent & child objects
Business Domain
Business Process
Activity

the various component objects in
the model
210
Page 168 of 355
Metastorm
Workflow Modeler
in ProVision
(Basic)
Workflow Model Basics Section Objectives

You will learn to
Itemize the usages of workflow models
Construct workflow models
Utilize basic model components
Activity
Workflow lane (Actor)
Workflow
Source / Sink
Deliverable
Event
Decision Point
Junction
Build workflow models in ProVision utilizing these

basic model components
212
Page 169 of 355
Typical BPA Deliverable: Workflow Model

Visual view of a
business process
identifying
Responsible
actors (who)
Component
activities (how)
Sequence rules
for activities
(when)
Hand-offs
Deliverables
produced by each
activity (what)
Used to analyze, simulate and improve business processes

Each model instance represents specific timeframe (As-Is or To-Be)
213
Workflow Model - Basics

Visual view of a business process
Responsible actors
Customers
Internal actors
Suppliers
Component activities
Flow of work between activities
Events (initiate process)
Work sequence (control flow)
Deliverables (activity value-add)
Concentrates on organizational handhand

offs rather than activity algorithms & data
usage
214
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Workflow Model Usage

Understand current processes
Process disconnects
Inefficiencies
Bottlenecks
Redundancies
Operational Problems / Opportunities
Gateway to the future
Process redesign
O
Organizational
i ti
l restructuring
t t i
Job redefinition
Application system redevelopment
215
Workflow Model Analysis

What can it reveal?
Where are the hand-offs?

What are the activity sequences?
What are the process indirect costs?
What are the process direct costs?
What resource(s) can perform each activity
(substitutions/crews)?
What are the process resource costs?
What are the process in-queue times?
What are the process work delay times?
What are the process work times?
What are the p
process out-queue
q
times?
Where are the process bottlenecks?
What impact do decision point branching
percentages have?
How do enhancements (what-ifs?) affect these
variables?
216
Page 171 of 355
Workflow Model A Simple Example
217
Source / Sink
Source
A starting point in a workflow model
Used to identify boundary of model with input
d li
deliverable
bl and/or
d/ initiating
i iti ti eventt
Workflow lane denotes initiator
Sink
An ending point in a workflow model
Used to identifyy boundary
y of model with final
deliverable production
Workflow lane denotes recipient of
deliverable
218
Page 172 of 355
Activity
A step in a process assigned
to a particular actor for
performance
performance
Receive Order
Triggered by an event (explicit or

implied)
Transforms inputs to outputs
Should add value
Responsibility assigned to an
actor (org, role or system)
Approve Order
Schedule Order
Internal
External (if of interest)
Acknowledge
Order
May be further partitioned into

lower-level activities
219
Activity Properties
Additional Properties
Name
Logic
Inputs/outputs (CRUD C t Read,
Create,
R d U
Update,
d t D
Delete)
l t )
Goals targeted
Deliverables produced
Locations where performed
Measured with
Opportunities for
Problems with
Qualifications required
Systems implemented by
Components implemented by
Verb + Noun Format

Verb - Nature of the service
performed
Noun - Central object acted
upon
Business Terminology
Description
Statement of purpose or
responsibility
p
y (g
(goal attained))
Description of
transformation/value add
220
Page 173 of 355
Activity Timing
Timing Attributes for Activities
In-queue Time
Before work begins
No resource costs
Work Delay Time

Delays incurred while working without
direct contribution to deliverable
Resource costs accumulated
Work Time
Time doing useful work
Resource costs accumulated
Out-queue Time
After work is completed but before
deliverable is passed on
No resource costs
221
Activity Costing
Cost Types
Di
Directt costs
t - Incurred
I
d each
h ti
time th
the activity
ti it iis
performed
Indirect costs - Incurred over an interval of time
without regard to frequency of activity
Resource costs - Incurred by a role,
organization, system, equipment, or facility
during work & work delay time
Multiple Cost Elements per Activity per Cost

Type
Material
Overhead
Labor
222
Page 174 of 355
Responsible Actors
Workflow Lanes
Horizontal bands show responsible actor
Internal
Responsible actor within the business
domain
External
Responsible actor outside of the business
domain
Types of responsible actors

Markets, organizations, roles, people, systems
Also can use locations, facilities, equipment
223
Workflow As Control Flow

The passing of control from one
activity to another
Control flow
Large opportunity for

improvement/redesign
Signals the completion of

the source activity
Initiates the destination
activity (if all other
requirements are met)
May also be data flow
Most activities are

designed and managed
Hand-offs (workflow) a
less-managed by-product
of separate activities
224
Page 175 of 355
Workflow Properties
Approve Order
"Order Approved"/Approved Order
Schedule Order
Involves two objects

Originating Completed responsibility (produced deliverable)
Destination Notified of completion (will begin if all initiation requirements
are met)
Transfers work responsibility (control flow)

Event Order Approved
Deliverable - Approved Order
Measured in transit time duration

Long duration likely to benefit most from redesign
225
Deliverable
A produced, value-add work product
Produced by a business process/activity
May be external or internal
External
provided to/from customers
(workflows for customer interactions)
provided by/to suppliers
(workflows for supplier interactions)
Interim (Internal-only)
produced
p
for internal consumption
p
has value added as it proceeds through a
process
facilitates the production of external
deliverables
226
Page 176 of 355
Event
Initiates a business process or activity
Types of events
Signal
Incoming request from external actor
(e.g. order received)
Change
Threshold transition for internal deliverable
(e.g. low inventory)
Time
Time-based trigger
gg of significance
g
to business
(e.g. year-end, 90-days after sale)
227
Decision Point
A branching decision made by an

activity that determines the subsequent
control flow
Graphically exposes branching
decision made by preceding activity
Alters flow of control
Path chosen based upon
evaluation of a condition
May have any number of branches
Yes/No most common
May be connected with each other
228
Page 177 of 355
Junction
Divergent Junction
Splits a workflow deliverable
and passes control to several
subsequent activities
simultaneously
i l
l ((assuming
i
equal workflow transit times)
Convergent Junction
Can synchronize and combine
workflow
kfl
deliverables
d li
bl before
b f
control is passed to the
subsequent activity
229
Major Component Summary
Business
Process
Activity
Event
Source
Workflow
Sink
Deliverable
Workflow Lane
(Responsible Actor)
230
Page 178 of 355
Major Component Summary
Loop
Back
Decision
Points
Junction
(Divergent)
231
Workflow Modeler Demo

Time for a Workflow Modeler demonstration
232
Page 179 of 355
Metastorm
Please perform the

Case Study Exercise
on pages 182 195
Answer quiz on 196
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
234
Page 180 of 355
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
235
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
236
Page 181 of 355
ProVision Workflow Modeler Exercise

In this exercise, you will utilize ProVision to build a workflow model for the Arrange
Conference business process. The model will trace the flow of responsibility between
the actors, depict the activities performed, and depict the activity sequence. When you
have completed this exercise, the workflow model will look similar to the example below.
Conference
Schedule
Presentation
Spon sor
"Conference Request
Received"/Conference Request
Be gi n
Sal es
Develop
Conference
Order
Conference Managem ent
Present
Conference
Schedule
Conference Order
Conference Schedule
Develop
Conference
Requ irem ents
Schedule
Conference
Equipment Requirem ents
Sessions Requirements
Lodgi ng Managem ent

Lodging Requirem ents
Provi de Lodging
Avai l abi li ty
Lodging Availability
Facility Requirem ents
Provi de Faci li ty
Avai l abi li ty
Facility Availability
Provi de
Entertai nm ent
Avai l abi li ty
Entertainm ent
Availability
Facil ities Man agem ent
Entertai nm ent Vendor

Entertainm ent Requirements
Page 182 of 355
The workflow model should be built in the Conference Administration notebook in the
Professional Retreats repository. If this notebook is not open, open it now. If needed,
detailed steps follow.
Click on the Repository Bar, and then
reveal the Conference Administration
notebook. Double click the notebook to
open it.
Now, click on the Inventory Bar in the
Index Bar, and click on the Model Inventory tab
display the models.
at the bottom to
If the previous Communication Model exercise has been completed, then it can be
utilized to launch the workflow model and pre-populate it with workflow lanes. If the
previous Communication Model exercise was not completed, proceed to the next page.
If the Communication Model exercise was completed, use it as the starting point for
the workflow model.
If the Arrange Conference communication model
is not already open, then click the plus sign in front
of the Communication Modeler folder in the
Model Inventory to show the existing
communication models. Double-click on Arrange
Conference(Business Process:) to launch the
communication model previously built.
The
business
process,
Arrange
Conference, displayed in the middle of the communication model, is the desired
subject for the workflow model. Right-click on this business process in the
communication model to display its context menu and then select Workflow
Modeler to launch a workflow model with this business process as the subject.
Notice that the actors, depicted as workflow lanes, have been supplied
automatically. If the Process Model exercise was completed, the child activities
will also be present below the workflow lanes.
Arrange the sequence of the workflow lanes (actors) into the following sequence:
Sponsor, Sales, Conference Management, Lodging Management, Facilities
Management, and then Entertainment Vendor. The workflow lane order is
changed by selecting a workflow lanes icon (i.e. picture on the left in the
workflow lane) and dragging vertically. To move a lane to the top, the topmost
lane must be moved down.
The next two (2) pages of the exercise cover adding the workflow lanes (actors) if
the Communication Modeler Exercise was NOT completed. Therefore, these two
pages can be skipped.
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Skip the next 2 pages of this exercise if you are using the Arrange Conference
communication model to launch the workflow model with pre-defined workflow lanes,
per the above instructions.
If you DID NOT perform the previous Communication Model exercise, perform the
following steps on this page and the next:
Double-click on the Workflow Modeler folder in the Model Inventory to display
the Select Subject for Workflow Modeler dialog that will allow you to specify the
subject and launch the workflow model.
Click Business Process, enter Arrange Conference as the name, and click
to launch the model.
button once
Using the Object Creation toolbar, click the Workflow Lane
and then click inside the model to invoke the Add or Select Object dialog.
Depending on which, if any, of the previous exercises were completed, the actors
(workflow lanes) utilized for the workflow model may or may not exist. If the actors
exist, you will Power Select them; otherwise, you will Power Add them. If in doubt,
try selecting them first. Since there are two (2) types of actors, markets and
organizations, you will have to perform the operation twice.
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In the Add or Select Object dialog, select

Market to add or select objects of this type.
Click
either
or
on the Add or Select

Object dialog based upon whether the
markets already exist or not. If the Power
Select button is active, then there are markets to select.
In the Power Select or Power Add list box, select or add the following markets.
For multiple selections, hold down the CTRL key.
Sponsor
Click OK when you have finished selecting/adding the markets.
button
Again, using the Object Creation toolbar, click the Workflow Lane
once and then click inside the model to invoke the Add or Select Object dialog.
In the Add or Select Object dialog, select Organization to add or select objects
of this type.
Click either
or
on the Add or Select Object
dialog based upon whether the organizations already exist or not. If the Power
Select button is active, then there are organizations to select.
In the Power Select or Power Add list box, select or add the following
organizations. For multiple selections, hold down the CTRL key.
Sales
Lodging Management
Click OK when you have finished selecting/adding the organizations.

Arrange the sequence of the workflow lanes (actors) into the following sequence.
The workflow lane order is changed by selecting a workflow lanes icon (i.e.
picture on the left in the workflow lane) and dragging vertically. To move a lane to
the top, the topmost lane must be moved down.
Sponsor
Sales
Lodging Management
Page 185 of 355
The workflow model for Arrange Conference should now contain 6 workflow lanes,
either by having them provided via the Communication Model or adding them directly.
These represent the actors that have responsibilities in the Arrange Conference
business process. Also, if the Process Model exercise was completed, the 7 child
activities will also be present below the workflow lanes.
The Arrange Conference business process begins with the receipt of a Conference
Request from a Sponsor. Represent this starting point by adding a Source to the
model in the Sponsor workflow lane (in the upper left corner).
Select the Source/Sink button
from the Object Creation toolbar.
Click the mouse button once in the Sponsor workflow lane of the modeler.
In the Add Object dialog, select Source to first add the starting point to the
model.
The Arrange Conference business process ends with the receipt of a Conference
Schedule Presentation by the Sponsor. Represent this ending point by adding a Sink
to the model in the Sponsor workflow lane (in the upper right corner).
Select the Source/Sink button
from the Object Creation toolbar.
Click the mouse button once in the Sponsor workflow lane of the modeler.
In the Add Object dialog, select Sink to add the ending point to the model.
With the definition of the starting and ending points for the Arrange Conference
business process the upper-most workflow lane, Sponsor, should look similar to the
example below.
Spon sor
Sales receives the Conference Request from the Sponsor. Sales transforms the
rough Conference Request into a Conference Order that can be provided to
Conference Management for further development. This value-add transformation is
known as the Develop Conference Order activity.
As previously noted, if the Process Model exercise was completed, the seven child
activities will already be present in the workflow model positioned below the workflow
lanes since ProVision doesnt know which activity belongs to which workflow lane (i.e.
ProVision doesnt yet know who is responsible for each activity). If the Process Model
was not completed, then each child activity must be added and positioned in the correct
workflow lane.
The next steps assume that the Process Model exercise was performed but, if it was
not, simply add and position the child activities rather than simply moving them to the
correct workflow lane.
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Reposition the Develop Conference Order activity from the bottom of the model to the
Sales workflow lane, on the left-hand side, and connect it with the Source in the
Sponsor workflow lane by drawing a workflow. If needed, details follow.
Locate the Develop Conference Order activity below the bottom workflow lane
and drag and drop it into the Sales workflow lane as in the example below.
Notice that the Action Pending
indicator disappears from the bottom of the
activity as it is assigned to a workflow lane. This corresponds to a change in the
workflow models interpretation whereby Sales has been assigned responsibility
of the activity. The top two workflow lanes should now look similar to the
example below.
Spon sor
Sal es
Develop
Conference
Order
To add the workflow between the Sponsor and Sales, click the Link (selector)
button
Place the mouse over the Source in the Sponsor region, hold down the mouse
button, drag to Develop Conference Order within the Sales region and release
the mouse button to create a workflow.
Page 187 of 355
Double-click the newly created workflow to open its Workflow Description dialog
(see example).
If the Communication Model exercise was completed, the necessary event and
deliverable that should be selected for this workflow has previously been created.
However, if the Communication Model exercise was not performed, the event and
deliverable needs to be added.
If you completed the Communication Model exercise, do the following three (3) steps.
next to the Deliverable name and select the
Click the Drop-down button
deliverable, Conference Request.
Click the Drop-down button
next to the Event name and select the event,
Conference Request Received.
Click OK to close the open dialog to return to the workflow model and skip the
next three (3) steps.
If the Communication Model exercise was not performed, do the following three (3)
steps.
Page 188 of 355

next to the Deliverable drop-down to launch the
Deliverable Detail dialog, type the deliverable name, Conference Request and
click OK.
next to the Event drop-down to launch the Event
Detail dialog, type the event name, Conference Request Received and click
OK.
Click OK to close the open dialog to return to the workflow model.
The top two workflow lanes should now look similar to the example below. Use the
and Horizontal Justify
Style toolbars Angled Text
workflow text horizontally and justified as below.
buttons to display the
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
After Sales receives the Conference Request from the Sponsor, they transform the
rough Conference Request into a Conference Order that can be provided to
Conference Management for further refinements. These refinements by Conference
Management, known as the activity Develop Conference Requirements, involve
defining the Equipment, Session, Lodging, Facility, and Entertainment
Requirements for the conference.
However, Conference Management must seek help in fulfilling the Lodging, Facility,
and Entertainment Requirements by asking for support from Lodging Management,
Facilities Management, and Entertainment Vendors, respectively. If the Process
Model exercise was completed, these activities already exist and are located at the
bottom of the model.
Again, the next steps assume that the Process Model exercise was performed but, if it
was not, simply add and position the child activities rather than simply moving them to
the correct workflow lane.
Drag and drop the Develop Conference Requirements, Provide Lodging
Availability, Provide Facility Availability, and Provide Entertainment
Availability activities into the workflow lanes as shown in the following model.
You will need to stretch the Conference Management workflow lane to provide
additional space, as both a convergent junction and another activity will be added
to that workflow lane later.
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Again notice that as an activity is moved to a workflow lane, its Action Pending
indicator disappears from the bottom of the activity. This corresponds to a
change in the workflow models interpretation whereby the workflow lane (actor)
has been assigned responsibility of the activity.
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
Develop
Conference
Requ irem ents

Provi de Lodging
Avai l abi li ty

Provi de Faci li ty
Avai l abi li ty

Provi de
Entertai nm ent
Avai l abi li ty
Page 190 of 355
Next add a (convergent) junction to the Conference Management workflow lane so that
the workflow can be attached correctly.
Select the Junction button
from the Object Creation toolbar. Notice that
the cursor changes when positioned over an open area of the model.
Place the mouse to the lower right in the Conference Management workflow
lane and click to add a junction. The Conference Management workflow lane
should look similar to the example below.
Develop
Conference
Requ irem ents
As stated previously, Conference Management, with help, deals with the equipment,
session, lodging, facility, and entertainment needs for the conference. Depict this by
adding the workflows between the activities in the Conference Management, Lodging
Management, Facilities Management, and Entertainment Vendors workflow lanes.
Page 191 of 355
The workflow model should be similar to the following example upon completion of
these steps. Detailed steps follow the example.
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
Develop
Conference
Requ irem ents

Provi de Lodging
Avai l abi li ty
Provi de Faci li ty
Avai l abi li ty
Provi de
Entertai nm ent
Avai l abi li ty
Entertainment
Availability

Page 192 of 355
Click the Link button
Add the following workflows and their associated deliverables:

From
To
Deliverable
Develop Conference
Order
Develop Conference
Requirements
Conference Order
Develop Conference
Requirements
Junction
Equipment
Requirements
Develop Conference
Requirements
Junction
Session Requirements
Develop Conference
Requirements
Provide Lodging
Availability
Lodging Requirements
Develop Conference
Requirements
Provide Facility
Availability
Facility Requirements
Develop Conference
Requirements
Provide Entertainment
Availability
Entertainment
Requirements
Provide Lodging
Availability
Junction
Provide Facility
Availability
Junction
Provide Entertainment
Availability
Junction
Entertainment
Availability
Return the mouse to default mode by clicking in an open area of the model, or by
selecting the Default button
on the Model Tools toolbar.
With the help of Lodging Management, Facilities Management, and Entertainment

Vendors, Conference Management can next schedule the conference and Sales can
present the conference schedule results to the Sponsor. This completes the Arrange
Conference business process.
If anything goes wrong, the Sponsor can react with an appropriate follow-up
Conference Request (and the business process is executed again).
Complete the workflow model by completing the following steps. The completed model
should be similar to the following example. Detailed steps follow the example.
Page 193 of 355
Conference
Schedule
Presentation
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
Present
Conference
Schedule
Conference Order
Conference Schedule
Develop
Conference
Requ irem ents
Schedule
Conference
Equipment Requirements

Provi de Lodging
Avai l abi li ty
Provi de Faci li ty
Avai l abi li ty
Provi de
Entertai nm ent
Avai l abi li ty
Entertainm ent
Availability

Entertainment Requirements
Drag and drop the Schedule Conference and Present Conference Schedule
activities into the workflow lanes as shown in the previous model, assuming the
Process Model exercise was performed. If it was not, simply add and then
position these child activities.
Click the Link (selector)
button on the Object Creation toolbar.
Page 194 of 355
Add the following workflows and their associated deliverables:

From
To
Deliverable
Junction
Schedule Conference
{none}
Schedule Conference
Present Conference
Schedule
Conference Schedule
Present Conference
Schedule
Sink
Conference Schedule
Presentation
Return the mouse to default mode by clicking in an open area of the model, or by
selecting the Default button
on the Model Tools toolbar.
Arrange the activities and workflows in the model as necessary.

previous page for an example layout.
See the
The final deliverable supplied to the Sponsor in the workflow model is the Conference
Schedule Presentation. Yet, earlier, for the same Business Process, the final
deliverable supplied to the Sponsor in the communication model is the Conference
Schedule. This discrepancy was the result of understanding the process more fully
during the detailed workflow discussions, which can be rather typical.
Synchronize these 2 models by updating the Communication Model with the correct
output deliverable, as depicted below.
Right-click on the Sponsor swimlanes icon, select Where Used from the context
menu, can then click Communication Modeler: Arrange Conference to launch
this model.
Double click on the communication link between Sponsor and Arrange
Conference to launch the details dialog.
Using the drop down list for the Conference Schedule deliverable, select
Conference Schedule Presentation and click OK to close the dialog. Your
Communication Model is now consistent with the Workflow Model.
"Conference Request
Conference Schedule Presentation
Arrange
Conference
Sponsor
Another option is to take the position that the Communication Models, which were built
to frame Business Processes in order to set up the Workflow Models, are no longer
needed once the Workflows are complete. These Communication Models can then be
deleted and only the Workflow Models can be maintained. This option is a good
example of an interim deliverable used to facilitate a final deliverable.
This completes the Basic Workflow Model exercise.
Page 195 of 355
Workflow Modeler Quiz

1.
Why are Workflow models the most popular/powerful model?
2.
What object should you use to begin a Workflow Model?
3.
How many different types of workflow lanes are supported?
4.
Can a workflow model end with an event?
5.
What other object, besides an event, can be associated with a

workflow?
6.
How is a control flow different from a data flow?
7.
What is the difference between a Convergent and a Divergent

junction?
237
Workflow Model Basics Section Objectives

You have learned to
Itemize the usages of workflow models
Construct workflow models
Utilize basic model components
Activity
Workflow lane (Actor)
Workflow
Source / Sink
Deliverable
Event
Decision Point
Junction
Build workflow models in ProVision utilizing these

basic model components
238
Page 196 of 355
Metastorm
Workflow Modeler
in ProVision
(Intermediate)
Workflow Model Intermediate Section Objectives

You will learn to
Define full-featured workflow models
Utilize
Utili additional
dditi
l model
d l components
t
Activity Alias
Store
Bridge
Bar (BPMN Pool Separator)
Context Object
Nest workflow models

Model activity collaboration
Utilize workflow model scenarios to depict views
of the model
Articulate a straight forward approach to building
workflow models
240
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Activity Alias
An alias activity is created to allow an activity to appear more than

once in a given workflow model
The basic definition and properties of all aliases of the activity are
common
However, each alias carries different cost, timing, and Discrete
Event Simulation (DES) recipes
An activity can also appear in multiple workflow models (activity
reuse) but this does not require an alias, although each instance of the
activity carries different cost, timing, and DES recipes, like an alias
241
Activity Collaboration
Collaboration
Multiple actors often
collaborate together during
performance of an activity
Multiple choices for
representation
Use aliases and align
vertically
Use aliases with junctions to
synchronize inputs and
outputs
Define collaborators as
resources and display as
activity properties
242
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Interpretation
Collaboration as Alias Option 1

Place activity in workflow lane of
primary responsible actor
Connect workflows to this activity
only
Create aliases and vertically

position in all other participating
actor workflow lanes
243
Collaboration as Alias
Option 2
Interpretation
Place activity and aliases

vertically in all participating
actor workflow lanes
Connect all with workflows
using junctions
244
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Collaboration as Properties
Interpretation
Place activity in workflow lane

of primary responsible actor
Specify all participants as
activity resources
If desired, display resources as
activity properties
245
Store
Consolidate
Conference
Requirements
Conference
Requirements
Conference
Store
An aggregation of deliverables maintained by, and
provided to, activities in a business process
Can hold deliverables for later use
Can serve the purpose of a queue
Supported in workflow simulations to define pull versus
push situations
246
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Bridge
Bridge
Approve Credit
Credit Approval
to Orde r
Da taba se
Credit Approval
fro m
Ap prove
Credit
Links (jumps) a workflow from one

place (Bridge Start) in a workflow
model to another place (Bridge End)
Link may be within the same workflow
model (on-page connector) or to a
different workflow model
(off-page connector)
Workflow simulation supports on-page
jumps only
Bridge name can automatically
identify source/destination or bridge
can be numbered
Order
Database
247
Nesting Workflow Models (Before)
Nest Approve Order

Input from Receive Order
Output to Acknowledge Order
Output to Schedule Order
248
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Nested Workflow - Initial

Approve Order
Context Objects
Receive Order (In)
Acknowledge Order (Out)
Schedule Order (Out)
Touch points from parent workflow model

Objects (activity, source, sink, store, decision point, junction, bridge)
from parent (context) objects to child objects
Workflow lane placement consistent with parent placement
Note: Color added to workflow lanes for example clarity
Deliverables will appear when workflows connect to context objects

249
Context Object
Touch Points
Parent Object
Child Context
Object
Found in a child
workflow model
Depicted with a dashed
outline
Represents the
connection point in the
parents model
Workflow lane position
owned by the parent
Workflow synchronized
between child and
parent
Workflow changes
allowed in the child or
parent
250
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Nested Workflow - Complete

Approve Order
Connected to 3
Context Objects
251
Nested Workflow Model (depicted with Thumbnail)
252
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Workflow Model Scenarios

Types of scenarios (partial views of the workflow model)
Products / deliverables (ABC cost objects)

Customers or markets
Sequence of activities through the process
Activities involving
certain actors
Test plans
Scenarios also support:

Monte Carlo Simulation
Discrete Event Simulation
253
Scenario Recruitment
254
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Workflow Model Development Approach
Approach
1. ~~~~~~~
2. ~~~~~~~
3. ~~~~~~~
4. ~~~~~~~
5. ~~~~~~~
1.Define the business process

2.Identify
y responsible actors
3.Identify activities performed
by each actor
Actor approach
Context approach
Decomposition approach
4.Determine
4
Determine activity sequence
5.Develop child workflow
models
255
1. Define Business Process

Determine Business Process Context
Identify events by type

Identifyy deliverables
Match events to deliverables
Develop communication model
(event-partitioned process framework)
Name process
Determine involved actors
Sources of events
Recipients
p
of deliverables
Internal process participants
Resolve unmatched components

Account for minor events
& deliverables
256
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2. Identify Actors
Workflow lanes from Process Context

Customers - top
Internal Actors - middle
Suppliers - bottom
257
Workflow Model - Intermediate
3. Identify Activities
Actor Approach
Examine each actor
Identify its responsibility(ies)
within the process
Partition responsibilities into
activities
Time bounded
Initiated by significant businessvisible event
deliverable
Pass/receive work to/from other
actors
(later)
258
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Context Approach
Identify activities within actor which:
Examine each actor in

process context
Examine existing
deliverables in and out of
each actor
respond to input
produce outgoing deliverable
perform intermediate
transformations from input to output
259
Decomposition Approach
Traverse business process
start with process event
identify
id tif activities
ti iti
(process steps )
identify customer and
supplier activities or use
source/sink
end with deliverables
Acknowledge
A
k
l d
Orde r
Authorize
Order
Schedule
S
h d l
Order
Check Order
Correctness
Maintain a consistent level of

abstraction
Activity heuristics
Time bounded
deliverable
App rove
A
Order
Receive
R
i
Orde r
Correct Order
Che ck
Customer
Cred it
260
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4. Determine Activity Sequence

Workflows are Control Flows!
Initiating Workflows
Identify initiating event
Identify source of event
Out-going Workflows
Show conditional deliverables /
branching with a decision point
Deliverables
Identify deliverable for signal
events
Deliverable identifies value-add
(purpose) of source activity
Usually do not try to graphically
depict all inputs (data flow) and
resources
261
5. Develop Child Models
Develop detailed activities

Attach workflows from
context activities
Attach workflows between
sibling activities
Select activities having

segments performed by various
actors
Identify lower-level actors
262
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Additional Components
Store
Bridge End
Bridge Start
263
Workflow Model Summary

Components
Responsible Actor
Market
Organization
Role
Person (possible)
System
Activity
Define the business process

Identify responsible actors
Identify activities performed by
each actor
Internal
External (or use
Source / Sink)
Workflow
Event
Deliverable
Decision Point Discriminator
Actor approach
Context approach
Decomposition approach
Decision Point
Source / Sink
Junction
Activity Alias
Store
Bridge
B
Bar
Context Object
Determine workflows
Develop child workflow models
264
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Workflow Modeler Demo
265
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
266
Page 210 of 355
Metastorm
Please perform the

Case Study Exercise
on pages 212 225
Supplemental Exercises
Pages 226 237
Answer quiz on 238
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
268
Page 211 of 355
ProVision Workflow Modeler Exercise

This exercise will build additional workflow model detail for the Arrange Conference
business process by examining the Develop Conference Order activity. Besides
workflow model nesting, additional capabilities will be illustrated.
As stated before, the Develop Conference Order activity is primarily the responsibility
of Sales (see previously defined details below).
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
Conference Order
Develop
Conference
Requ irem ents
The activity begins with the initiating event Conference Request Received and the
receipt of the deliverable Conference Request. The activitys value-added contribution
to the Arrange Conference business process is that it converts the Conference
Request into a Conference Order, which is in a form usable by Conference
Management for defining equipment, session, lodging, facility, and entertainment
requirements.
Beginning with the starting and ending points for the Develop Conference Order
activity, identify the sub-activities, their responsible actors, and decision points that
graphically describe this activity based upon the following detailed description. A work
area is provided below for pen-or-pencil development of these details.
Page 212 of 355
Develop Conference Order activity details:

First, the assigned Sales Rep for the Sponsor (assignments take place in another
business process) works with the Sponsor to define conference objectives. These
objectives are then associated with specific executive tasks for the conference. After
executive conference tasks have been defined, the costs associated with them are
known. A Credit Analyst can then validate the sponsors credit to ensure a properly
financed conference. If the sponsors credit is okay, the Sales Rep can generate the
Conference Order needed by Conference Management. However, if the sponsors
credit is not okay, the Sales Rep has the responsibility of determining various financial
options for the sponsor (a smaller conference is better than no conference at all).
These financial options are then presented to the Sponsor for consideration. Changes
made to the Conference Request based upon financial or other considerations results
in another execution of the Develop Conference Order business process.
Use the following work area to diagram the Develop Conference Order details.
Sponsor
"Conference Request
Sales Rep
Credit Analyst
Conference Order
Develop
Conference
Requirements
Page 213 of 355
Notes
Page 214 of 355
A possible solution for the Develop Conference Order workflow model follows. Utilize
this example to build a nested workflow model for this activity in ProVision. Detailed
instructions begin on the next page.
Sponsor
"Conference Request
Financial Options
Sales Rep
Define
Conference
Objectives
Determine
Financial
Options
Conference Objectives
Sponsor Credit Status
Determine
Executive Tasks
Credit Analyst
Executive Conference Tasks
Validate
Sponsor Credit
Generate
Conference
Order
No
Credit Ok?
Yes
Conference Order
Develop
Conference
Requirements
Page 215 of 355
As this exercise first illustrates nesting a workflow model for the Develop Conference
Order activity, you must have completed the prior workflow model exercise as a starting
point for this one.
Ensure the Repository is displayed in
the Index Bar. If the Index Bar is not
on the Navigation Tools toolbar
and then click the Repository button.
Click on the Repository Bar, and then click the plus sign in front of the
Professional Retreats repository to reveal the Conference Administration
notebook. Double click the notebook to open it.
Now, click on the Inventory button in the Index Bar, and click on the Model
Inventory tab
Expand the Workflow Modeler folder on the Model Inventory tab by clicking
on its plus sign.
Double-click on the Arrange Conference(Business Process:) model in the
Workflow Modeler folder.
Page 216 of 355
An example of this workflow model, which was created in the prior workflow model
exercise, is included below.
Conference
Schedule
Presentation
Spon sor
"Conference Request
Sal es
Develop
Conference
Order
Present
Conference
Schedule
Conference Order
Conference Schedule
Develop
Conference
Requ irem ents
Schedule
Conference

Provi de Lodging
Avai l abi li ty
Provi de Faci li ty
Avai l abi li ty
Provi de
Entertai nm ent
Avai l abi li ty
Entertainm ent
Availability

Right-mouse click on the Develop Conference Order activity in the Sales

workflow lane to display its context menu.
Select Workflow Modeler to launch the nested workflow model for this activity.
Page 217 of 355
Notice that ProVision provides you with context information from the parent
model. Initially this includes the input Source object, in the Sponsor workflow
lane, and the output Develop Conference Requirements activity, in the
Conference Management workflow lane. See the example is below.
You will now add additional workflow lanes (actors) to the model. If you performed the
earlier exercise that defined PRCs organizational structure, you will select two roles for
inclusion in this model. If these roles do not exist, you will add the roles. If you are in
doubt, try selecting them first.
Click on the Workflow Lane
button
in the Object
Creation Toolbar and click
in the model to invoke the
Add or Select Object dialog.
In the Add or Select Object
dialog, select Role as the
Type
and
click
either
or
on the dialog based upon whether the roles already exist or not.
In the Power Select or Power Add list box, select or add the following roles. For
multiple selections, hold down the CTRL key.
Sales Rep
Credit Analyst
After including these actors in the model, drag and drop them, if necessary, to
place them in the following order:
Page 218 of 355
Sponsor
Sales Rep
Credit Analyst
Stretch the Sales Rep workflow lane to provide additional room for its four (4)
sub-activities (see example below).
Add the additional activities to the model.

Hold down the left mouse button and drag diagonally to draw a small box in the
Sales Rep workflow lane. This is an alternate way to invoke the Add or Select
Object dialog when you want to add or select Activity, Decision Point, or Store
objects in a workflow model.
Select Activity as the object type, and click the
the following five sub-activities to the workflow model:
Define Conference Objectives
Determine Executive Tasks
Validate Sponsor Credit
Determine Financial Options
button to add
Page 219 of 355
Generate Conference Order
Position the activities as in the example below. The example also contains the
decision point and sink that will be added next.
Sponsor
Sales Rep
Define
Conference
Objectives
Determine
Financial
Options
Generate
Conference
Order
Determine
Executive Tasks
Credit Analyst
Validate
Sponsor Credit
Credit Ok?
Develop
Conference
Requirements
Page 220 of 355
Add the decision point to the model.

Hold down the left mouse button and drag diagonally to draw a small box in the
Credit Analyst workflow lane to invoke the Add or Select Object dialog. Select
Decision Point and enter Credit OK? in the Objects field. Click OK to close the
dialog.
Double-click the newly created decision point to open its Decision Point dialog.
You are free to enter a description for the decision point, but it is not required for
this exercise.
For this exercise, assume that 90% of the time the sponsors credit is okay.
Therefore, enter the following percentages in the Discriminators section at the
bottom of the dialog:
Click OK to close the decision point dialog and save your changes.
Add a sink to the model.
on the Object Creation toolbar. Notice that
Click the Source/Sink button
the cursor changes when positioned over an open area of the model.
Place the mouse to the right of the Source in the Sponsor workflow lane, click to
invoke the Add Object dialog, and add a Sink.
Page 221 of 355
You are now ready to add the workflows to the model. An example of the final layout for
the nested Develop Conference Order workflow is provided below.
Sponsor
"Conference Request
Financial Options
Sales Rep
Define
Conference
Objectives
Determine
Financial
Options
Determine
Executive Tasks
Credit Analyst
Validate
Sponsor Credit
Generate
Conference
Order
No
Credit Ok?
Yes
Conference Order
Develop
Conference
Requirements
Connect the context objects, the activities, the decision point, and the sink with
button on the Object Creation
workflows by first clicking on the Workflow
toolbar and then dragging from the start object to the end object as listed in the
table below (or, if you prefer, simply use the model example above).
Note: ProVision will automatically add decision point discriminators to output
workflows as they are drawn using the same order the discriminators are listed
for the Decision Point. It
is therefore easiest to add
the workflows in that
order. If you forget to do
this, you can change the
discriminator assignment
on a workflow by doubleclicking on the workflow
(the link) to launch the
Workflow
Description
Page 222 of 355
dialog and selecting the correct discriminator from the drop down list under the
decision point graphic.
Workflows
From
Source:
Sponsor
To
Activity:
Define Conference
Objectives
Event/
Deliverable/
Discriminator
Event:
Conference Request
Received
Deliverable:
Conference Request
Activity:
Define Conference
Objectives
Activity:
Determine Executive
Tasks
Deliverable:
Activity:
Determine Executive
Tasks
Activity:
Validate Sponsor Credit
Deliverable:
Executive Conference
Tasks
Decision Point:
Credit OK?
Activity:
Generate Conference
Order
Discriminator: Yes
Decision Point:
Credit OK?
Activity:
Determine Financial
Options
Discriminator: No
Activity:
Determine Financial
Options
Sink:
Sponsor
Deliverable:
Financial Options
Activity:
Generate Conference
Order
Activity:
Develop Conference
Requirements
Deliverable:
Conference Order
Deliverable:
Deliverable:
Notice that ProVision automatically provides the event and/or deliverable

between each context object and its connected activity (or other object) as you
make the workflow connections.
Arrange the model as you see fit (see the previous illustration for an example).
or select Interpret from the Tools menu.
on the Model Tools Toolbar
interpretation are synchronized. The items listed in the interpretation are live,
Page 223 of 355
meaning you can double-click on them and invoke their detail dialogs, just as you
can in the model itself.
Close the interpretation and maximize the workflow model.
Click the Fit to View
button on the Model Tools toolbar.
Close this workflow model using the lower of the two Close
upper right of the ProVision window.
buttons in the
You should be back to the Arrange Conference workflow model. If not, just click
on its tab to activate it.
While the workflow model was being built, a hierarchy of activities was also constructed.
You will now see this hierarchy using the Process Modeler.
Double-click the Process Modeler folder on the Model Inventory tab
in the
Inventory View to launch the Select Subject for Process Modeler dialog (or
use the Modeler menu). See the dialog example below.
In this Select Subject for Process Modeler dialog, select Business Process
and select the existing business process Arrange Conference.
Click
Conference.
Arranged.
to launch the Process Model for the business process Arrange

See the example below that has been Expanded and Auto
Page 224 of 355
Arrange
Conference
Develop
Conference
Requirements
Develop
Conference
Order
Present
Conference
Schedule
Provide
Entertainment
Availability
Provide
Facility
Availability
Provide
Lodging
Availability
Schedule
Conference
Define
Conference
Objectives
Determine
Executive
Tasks
Determine
Financial
Options
Generate
Conference
Order
Validate
Sponsor
Credit
Right-click in an open area of the model and select Expand All from the context
menu.
Right-click in an empty area of the model to display the models context menu,
button on the
and select View | Auto Layout, or click the Auto Layout
Orientation toolbar. Choose Fork Top Down and Sort by Name and Number to
automatically arrange the model as above. Note, Reposition Objects must be
checked to enable the layout options, such as Fork Top Down.
This completes the standard portion of the Workflow Model exercise. The
supplemental exercises provided below can be performed after class or as time
permits during class.
Page 225 of 355
Supplemental Exercise 1: As a supplemental exercise, replace the Develop

Conference Order activity with its thumbnail view in the workflow model. When you
have completed this, the model will look similar to the one below.
Conference
Schedule
Presentation
Spon sor
"Conference Request
Sal es
Sponsor
"Conference Request
Received"/Conference
Request
Present
Conference
Schedule
Financial Options
Sales Rep
Define
Conference
Objectives
Determine
Financial Options
Determine
Executive Tasks
Credit Analyst
Generate
Conference
Order
No
Validate Sponsor
Credit
Credit Ok?
Conference Order
Yes
Develop
Conference
Requirements
Develop Conference Order

Conference Schedule
Conference Order
Develop
Conference
Requ irem ents
Schedule
Conference

Provi de Lodging
Avai l abi li ty
Provi de Faci li ty
Avai l abi li ty
Provi de
Entertai nm ent
Avai l abi li ty
Entertainm ent
Availability

Page 226 of 355
Ensure the Arrange

Conference workflow
model is displayed. If
the Arrange Conference
Process Model is the
active model, navigate
to the Workflow Model
by right-clicking on the Arrange Conference business process object and select
Workflow Modeler (existing model) from the context menu.
In the Arrange Conference workflow model, right-mouse click on Develop
Conference Order to display its context menu and select the
display the Style dialog.
Click the Shape tab and then the
Selector dialog.
option to
button to display the Thumbnail
In the Select Model or Model Scenario list, click the plus sign in front of
Workflow Modeler to display all available workflow model thumbnails.
Select
the
Develop
Conference
Order(Activity)
thumbnail
and
click
and then OK to return to the Arrange Conference workflow

model.
You should now see the thumbnail representing Develop Conference Order.
The thumbnail is initially displayed with the same size as the original shape. You
will want to stretch it to make it more readable. After stretching, you will probably
need to align the input and output workflows in the model to fit the new
dimensions of the object. See the example layout on the previous page. The
final version will nicely show both the Arrange Conference workflow and
preview the nested Develop Conference Order workflow.
If you wish to remove the thumbnail and revert back to the original view of the
Develop Conference Order activity, simply click on Edit in the Main Menu and
select Undo Style, or right click on Develop Conference Order, select Style,
and in the Style dialog box Shape Tab, select the Use Defaults command
button.
This completes supplemental exercise 1.
Page 227 of 355
Supplemental Exercise 2: As a supplemental exercise, utilize the

Number tool to number the activities in the workflow model. When you have
completed this, the activities in the two workflow models and the process
model will have an identification number shown in front of their name.
If the Arrange Conference workflow model is not the active model, activate it
(i.e. click on its tab or, if it isnt open, open it).
Invoke the Number tool by clicking the Number button
on the Model Tools
toolbar or by selecting the Renumber option in the Tools menu. The following
Numbering dialog appears and remains visible until closed, even if you move to
another model.
Accept the defaults (i.e. Renumber in order clicked, Numeric Style, and Auto
Increment), but set the Next number to 1.
Click on each of the activities in the Arrange Conference workflow model in
sequence to number them. Start with the Develop Conference Order activity,
which is represented with its thumbnail view if you completed the previous
thumbnail exercise. Present Conference Schedule should be the seventh (7th)
activity.
Navigate to the nested workflow model for Develop Conference Order by
clicking on its Models describe this object
the thumbnail) and selecting
indicator (found at the bottom of

or by right-clicking on its
from the context

thumbnail and selecting
menu. After the nested workflow model is displayed, the Numbering tool should
still be visible.
Set the Next number to 1 and click on the five (5) subactivities in this workflow model. Notice that each activity
automatically has its number prefixed with its parents number
(i.e. 1.1, 1.2, 1.3, 1.4, and 1.5).
1.1
Define
Conference
Objectives
the Numbering tool window.
Page 228 of 355
The numbers added can be used to control the order of the interpretation. As two
workflow models are affected, both models need to be set to utilize the number for
ordering.
Using the Tools menu, select Interpretation Options to invoke the Workflow
Modeler Interpretation Settings dialog for the active model (do this twice, once
for each workflow model).
In the Ordering group box on the Detail
Level tab, select by Number,Name.
Interpret
each model to verify that
the activities are listed in their numerical order.
The numbers added to the activities are also visible in the Process Model view for
those activities.
Activate the Arrange Conference process model. If this model is already open,
simply click on its tab. Otherwise, launch this model.
The model should appear similar to the example below if the Hierarchy Top
Down layout option is selected using Auto Layout.
Again, note that
layout options, such as Hierarchy Top Down.
must be checked to enable the
If the activities are not visually displayed in numeric order as below, drag-anddrop them roughly into the desired order and repeat Auto Layout.
Arrange
Conference
1.1
Define
Conference
Objectives
1.2
Determine
Executive
Tasks
1
Develop
Conference
Order
2
Develop
Conference
Requirements
3
Provide
Lodging
Availability
1.3
Validate
Sponsor
Credit
1.4
Determine
Financial
Options
1.5
Generate
Conference
Order
4
Provide
Facility
Availability
5
Provide
Entertainment
Availability
6
Schedule
Conference
7
Present
Conference
Schedule
This completes supplemental exercise 2.
Page 229 of 355
Supplemental Exercise 3: As a supplemental exercise, imagine going through a

Subject Matter Expert (SME) review for the Arrange Conference workflow model and
its interpretation and modifying the model based upon SME-provided details. The
additional details will first be modeled on paper and later updates will be made in
ProVision. The model as presented in the review (before changes) is below.
Conference
Schedule
Presentation
Spon sor
"Conference Request
Be gi n
Sal es
Develop
Conference
Order
Present
Conference
Schedule
Conference Order
Conference Schedule
Develop
Conference
Requ irem ents
Schedule
Conference

Provi de Lodging
Avai l abi li ty
Provi de Faci li ty
Avai l abi li ty
Provi de
Entertai nm ent
Avai l abi li ty
Entertainm ent
Availability

Page 230 of 355
Notes
Page 231 of 355
Modification 1: The SMEs noted that a step seems to be missing. Before the
conference can be scheduled, the availability of all requirements must be confirmed by
Conference Management, since availability is coming from multiple sources. After this
step, there are 3 possible dispositions: (1) the requirements can be met and scheduling
can proceed, (2) the requirements are not all available and another attempt should be
made to develop conference requirements by meeting the objectives defined in the
conference order utilizing a different set of requirements, or (3) the requirements can not
be met and no further effort should be expended (i.e. scheduling of the conference is
not attempted).
Sketch out these refinements in the model below:
Conference
Schedule
Presentation
Sponsor
"Conference Request
Sal es
Develop
Conference
Order
Conference Schedule
Present
Conference
Schedul e
Conference Order
Schedul e
Conference
Develop
Conference
Requirements
Lodging Management
Provi de Lodgi ng
Avail abi lity
Provi de Facil ity

Avail abi lity
Provi de
Entertainment
Avail abi lity
Entertainm ent
Availability
Faci lities Management
Page 232 of 355
Modification 1 Sample Solution:

Conference
Schedule
Presentation
Sponsor
"Conference Request
Sal es
Develop
Conference
Order
Conference Schedule
Present
Conference
Schedul e
Conference Order
Develop
Conference
Requirements
Schedul e
Conference
"Requirem ents Unm et"
"Requirem ents Unm et"
Yes
No - Try Again
"Requirem ents Met"
Requirements Met?
No - Give Up
Confi rm
Requirement
Avail abi lity
Lodging Management
Provi de Lodgi ng
Avail abi lity
Provi de Facil ity

Avail abi lity
Provi de
Entertainment
Avail abi lity
Entertainm ent
Availability
Faci lities Management
Page 233 of 355
Modification 2: The SMEs noted that the last step in the model, Present Conference
Schedule, is more of a collaboration between Sales and the Sponsor wherein the
conference requirements and schedule are reviewed together. After this review, two
major dispositions can occur: (1) the conference schedule is accepted by the Sponsor,
or (2) modifications are made to the conference request and the process steps are
repeated.
Sketch out these refinements in the model below:
Sponsor
"Conference Request
Rec eived"/Conference Request
Sales
Develop
Conference Order
Conference Order
Conference Schedule
Schedule
Conference
Develop
Conference
Requirements
Ses sions Requirements
Lodging Management
Provide Lodging
Availability
Provide Facility
Availability
Provide
Entertainment
Availability
Lodging
Availability
Facility
Availability
Entertainment
Availability
Page 234 of 355
Modification 2 Sample Solution:

Sponsor
Review
Conference
Requirements &
Schedule
"Conference Request
Rec eived"/Conference Request
Sales
Develop
Conference Order
"Conference Request Changed"/Conference Request

Change
No
Ok?
Yes
Acc epted Sc hedule
Review
Conference
Requirements &
Schedule
Conference Order
Conference Schedule
Schedule
Conference
Develop
Conference
Requirements
Ses sions Requirements
Lodging Management
Provide Lodging
Availability
Provide Facility
Availability
Provide
Entertainment
Availability
Lodging
Availability
Facility
Availability
Entertainment
Availability
Page 235 of 355
To complete this supplemental exercise, modify the existing Workflow Model for the
Business Process: Arrange Conference using the combined changes illustrated
below. Update notes are provided.
The examples below do not assume the completion of the two previous
Supplemental Exercises. Therefore, the examples do not include the thumbnail
that may have been inserted in Supplemental Exercise 1 and do not include
numbering which may have been added in Supplemental Exercise 2.
Sponsor
Review
Conference
Requirements &
Schedule
"Conference Request
"Conference Request Changed"/Conference Request Change

No
"Requirements Unmet"
No - Try Again
Accepted Schedule
Requirements Met?
No - Give Up
Yes
Develop
Conference
Requirements
Met"
Schedule
Conference
Conference Order
Yes
"Requirements Unmet"
Ok?
Review
Conference
Requirements &
Schedule
Conference Schedule
Develop
Conference
Order
"Requirements
Sales
Confirm
Requirement
Availability
Lodging Management
Lodging Requirements Provide Lodging
Availability
Provide Facility
Availability
Provide
Entertainment
Availability
Lodging
Availability
Facility
Availability
Entertainment
Availability
Page 236 of 355
Modify the Arrange Conference

Administration notebook.
workflow
model
in
the
Conference
Collaboration can be depicted by aliasing the Review

Conference Requirements & Schedule activity.
Optionally, alias collaboration can also use the box annotation
around the two (or more) aliases to visually emphasize which
activities and actors are involved in the collaboration (other
collaboration notations were also discussed).
Use the
Drawing toolbar (or drag-and-drop from the Gallery |
Stencils) to position a rectangle on top of the activities and
then change the rectangles Style | Shape property to
Transparent.
Because of the addition of the workflow input into the Develop Conference
Order activity, its child workflow must also be updated. That is, the OK? decision
point context object should be connected to the Define Conference Objectives
child activity in the nested model (see below).
Spons or
"Conference Request
Sales
Ok?
"Conference Request
Changed"/Conference
No Request Change
Sales Rep
Financial Options
1
Define
Conferenc e
Objectives
4
Determine
Financial
Options
2
Determine
Executive Tasks
Credit Analyst
3
Validate Sponsor
Credit
5
Generate
Conferenc e
Order
No
Credit Ok?
Yes
Conference Order
Conferenc e Management
Develop
Conferenc e
Requirements
This completes supplemental Exercise 3.
Page 237 of 355
Workflow Modeler Quiz

1.What is the difference between an activity and an activity usage?
2.What properties are common to all usages of a particular activity?
3.What properties may be kept specific to each usage of an activity?
4.Can collaboration be depicted in a workflow model?
5.Can Stores be used to depict databases? Do they always depict
databases?
6.Do workflow model scenarios have any use other than for setting
up simulations?
269
Workflow Model Intermediate Section Objectives

You have learned to
Define full-featured workflow models
Utilize
Utili additional
dditi
l model
d l components
t
Activity Alias
Store
Bridge
Context Object
Nest workflow models

Model activity collaboration
Utilize workflow model scenarios to depict views
of the model
Articulate a straight forward approach to building
workflow models
270
Page 238 of 355
Dimensions
Metastorm
in ProVision
Section Objectives
You will learn to
Articulate the advantages of using Dimensions

Recognize the need to use Dimensions
Construct appropriate Dimension Types
Utilize the appropriate functions when assigning
dimensions
Create Projection
Substitute Projection
Configure
Control Dimension Styles via Preferences
272
Page 239 of 355
What are Dimensions?

Dimensions
Dimension Types
Instances of a Dimension Type

Defined after Dimension Type
Used to create Projections of
an object
Dimension examples for
Region
Aspects of an enterprise that

cause it to view or manage itself
differently resulting in differences
i objects
in
bj
or their
h i properties
i ((e.g.
the models change)
Dimension type examples
United States
EMEA
Asia Pacific
Time / Phase
Location / Region / Country
Version / Release
Market / Channel / Brand
Projections share the object

name
Projections may involve
multiple dimensions
Behind-the-scene objects
j
only
y
found in Navigator
Defined in Object Inventory
Com plete Order
[v1,US]
v1, US
v2, US
v1, EMEA
Com plete Order

[v1,EMEA]
273
Why Dimensions?
Before Dimensions in ProVision
After Dimensions in ProVision

A given name can be shared
across multiple projections
Each projection has independent
properties and linkage and only
share the name
Create Projection is like Clone but
objects remain connected via their
shared name
Where Projections Used is a new
navigational feature
Dimensioned objects (i.e.
Projections) can appear together in
the same model
Substitute Projection is a quick way
of updating models with changes
without altering other models (e.g.
quickly create a To-Be from an AsIs model) in the same notebook
All objects of a given type had a

unique name
A named object could not appear
in a model more than once (except
for aliased activities which are
actually different activity usage
objects)
Property or linkage changes to an
object were propagated to all
models in the notebook
To separate changes or
differences multiple notebooks
differences,
were often utilized
Termination
Policy
[FY07]
Termination
Policy
[FY09]
274
Page 240 of 355
Create Dimension Types & Dimensions

Create
Add Dimension Types
before Dimensions
Launch Power Add
dialog with double-click
from Object Inventory
Double-click a Dimension
Type to launch detail
dialog
Add Dimensions for
Dimension Type
275
Detail Dimensions
Dimension Details
Launch dialog from
Object Inventory or
click Modify from
Dimension Type dialog
Add abbreviation
and description
Abbreviations display
instead of Name
(controlled by
Preferences)
f
)
276
Page 241 of 355
Configure Dimensions
Com plete Order
[EMEA,US,P2]
Configure Dimensions
to create a Projection
Launch dialog from
Object Inventory or
objects context menu
Only affects selected
object
Multiple dimensions
for same dimension
type allowed
Base object name,
combined with
Dimensions, is unique
in notebook
277
Create Projection
When creating projections
Launch dialog from Object
Inventory or objects context
menu
Creates new projection with
same properties & doesnt
alter other projection
Multiple dimensions for same
dimension type allowed
Can not have 2 projections
with same dimensions
Projections are automatically
added to appropriate
Parent/Child modelers
278
Page 242 of 355
Launch dialog in model from objects context menu
Inserts replacement projection directly in place of selected object
Adopts
p ((creates)) any
y links
previously connected to
replaced object (no other
changes made)
If replacement in a Parent/Child
model, replaced object loses
parentage
g
Remember that activityy usages
in workflow models are
synchronized with process
models (which are parent/child
models)
279
Control Dimension Styles
Preferences Dimensions
Name format
Delimiter / Grouping
symbols
Where-used
280
Page 243 of 355
Word to the Wise

Using Dimensions
Dimension Types should be defined with the same rigor used
to define a new notebook
Involve team lead(s)
Anticipate extensibility / future needs
To-Be a bad choice because it will become As-Is soon enough
Could use Version 1, Version 2, etc. for extensibility
Gain team consensus on decisions

Establish standards for creating new Dimensions per
Dimension Type
Keep Dimension names & abbreviations unique
ProVision only enforces Dimension names are unique
within a Dimension Type
281
Metastorm
Please perform the

Case Study Exercise
on pages 245 251
Answer quiz on 252
Page 244 of 355
ProVision Dimensions Exercise

___________________________________________________________________
notebook.
1. Ensure the Guided Tour notebook is open.
steps below.
Ensure the Repository is

displayed in the Index
Bar. If the Index Bar is not
displayed,
depress
the
on the
Index button
Main toolbar and then click the Repository Bar.
Click the plus sign in front of the Sample repository to reveal the
Guided Tour notebook. Double click the notebook to open it.
2. Create a Dimension Type of Region.

below.
If needed, follow the detailed
If needed, follow the detailed steps
Click on the Inventory Bar in the Index Bar and click on the Object
at the bottom to display the 3 folders for Links,
Inventory tab
Objects & Supplemental Objects.
Click the plus sign beside the Objects folder to reveal the existing object
types in alphabetical order.
Double-click the Dimension Types folder to launch the Power Add
dialog for Dimension Types.
Using the Power Add dialog, add
a Dimension Type of Region.
3. Create the following 3 Dimensions
Asia Pacific
Europe, Middle East & Africa
United States of America
If needed, follow the detailed steps below.
Double-click the Dimension Type Region to launch the Dimension Type

dialog for this object.
In the Add Dimensions group box, enter the 3 Dimensions in the Name
field followed by pressing Enter (or click the Add Button).
Once the 3 Dimensions have been added in the dialog group box, click the
OK button to finish adding them.
4. Add the following abbreviations to the 3 new Dimensions:
AP for Asia Pacific.
Page 245 of 355
EMEA for Europe, Middle East & Africa

US for United States of America
If needed, follow the detailed steps below.
Expand the Dimensions folder to display the 3 Dimension.

Double-click each Dimension
to launch the Dimension:
detail dialog for each object.
Enter each Abbreviation and
click the OK button to close
the dialog.
The currently defined Fill Order business process depicts the process applicable in the
US. There is a need to have the Fill Order business process mapped for both EMEA
and AP.
5. Assign the US Dimension to the current Fill Order business process.
needed, follow the detailed steps below.
If
Expand the Business Processes folder

in the Object Inventory.
Right-click on Fill Order to display its
context menu and select Configure
Dimensions to launch the Configure
Dimensions : Fill Order Projection
dialog.
In the Dimensions list, check the box for United States of America and
notice that this Dimension appears in the Selected Dimensions list.
Click OK to close the dialog and return to the Object Inventory.
6. Create another Projection for the Fill Order business process for the EMEA
Dimension. If needed, follow the detailed steps below.
Right-click on Fill Order to display

its context menu and select Create
Projection to launch the Create
Projection : Fill Order dialog.
In the Dimensions list, check the
box for Europe, Middle East &
Africa and notice
that this Dimension appears in the Selected Dimensions list.
Page 246 of 355
Click OK to close the dialog, return to the Object Inventory and notice
that there are now 2 Fill Orders, one for EMEA and one for US.
7. Examine the workflow model for Fill Order (US) and then create an identical
workflow model for Fill Order (EMEA). If needed, follow the detailed steps
below.
at the
On the Inventory Bar, click on the Model Inventory tab
bottom to display the modeller folders listed alphabetically.
Click the plus sign beside the Workflow Modeler folder to reveal the
existing workflow models.
Double-click the workflow model whose subject is Fill Order (US)
(Business Process:) to open this model. This is the model that will be
used as the starting point for the Fill Order (EMEA) model.
Double-click the Workflow Modeler folder to launch the Select Subject
for Workflow Modeler dialog.
At the top, for What type of object is the model describing?, click
on Business Process.
Under Select an existing Business Process, double-click Fill Order
(EMEA) to launch this (for now empty) model. Notice the title of the
model is: Workflow Modeler (Business Process: Fill Order (EMEA). Also
notice that the Workflow Modeler folder in the Model inventory now lists
the new model.
Under the Workflow Modeler folder in the model Inventory, drag the Fill
Order (US) workflow model and drop it in an open area of the empty Fill
Order (EMEA) workflow model. This will launch the Add Objects dialog.
In the Add Objects dialog, click OK to include all the objects in the US
version.
Click the Fit to View
button to see the entire model.
Page 247 of 355
Initially, of course, the workflow models look the same since one was copied from
the other. However, only some of the objects are actually shared between versions
of the models because of the way the workflow objects are defined.
For example, the Activities in both models are actually different Activity Usage
objects. This means the base information is shared, such as the information is
shared, such as the information on the Definition, Properties, Logic Editor, Function,
Associations and Notes tabs. But the other information, such as that on the Timing,
Resources, Cost Elements, and Recipe tabs, are not shared. This last group of
information varies by instance Activity Usage irrespective of Dimensions.
The workflow links, like all link, are defined with a start and end object. Since
workflow links connect different objects, they, too, are different in the two models.
That is, changes to a workflow link in one model will not change the seemingly
corresponding workflow link in the other model because the workflow link is not
actually shared between the two models. Note that this is in contrast to other links,
like the communication link, that can appear in multiple communication models (or
Navigators) because the same start and end objects can appear in multiple models.
An Activity Usage appears in a single Workflow Model because the parent is different
in each workflow model.
Some objects are shared across the two models. For example, the workflow lane
objects (e.g. Markets and Organizations) are shared. Changes to one of these
objects will directly impact the other model.
For completeness, Stores can be shared among workflow models but Sources, Sinks,
Decision Points, Junctions and Bars are not shared.
8. To illustrate the use of Dimensions, make the following changes to the Fill
Order (EMEA) workflow model.
a) Assume EMEA doesnt expedite orders so eliminate the Expedite Order?
Decision point.
b) In EMEA, assume Schedule Order is manually performed by the
Scheduling organization.
c) In EMEA, assume both the Approve Credit and Schedule Order
activities are substantially different so they need a different set of base
properties (i.e. they need an EMEA projection). Correspondingly, the
Approve Credit and Schedule Order activities for the US should be
changed to be US projections.
Page 248 of 355
The completed model should look similar to the following example.
If needed, detailed steps are provided below. For item a):
Reconnect the workflow that begins with the Expedited Order? Decision
point to the Complete Order activity usage.
Delete the Expedited Order? Decision point. This will also delete the
workflow between Complete Order and the decision point.
For item b):
on the Object Creation toolbar and

Click the Workflow Lane button
then click in the model near the Order Entry System icon to launch the Add
or Select Objects dialog.
Select Organization for the Type and enter Scheduling in the Objects text
field to add this organization. If this organization already existed, it could be
selected. If necessary, position this workflow lane next to the Order Entry
System workflow lane using drag and drop.
Drag and drop the Schedule Order activity usage from the Order Entry
System to the Scheduling workflow lane.
Exclude the Order Entry System workflow lane.
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For item c):
In the Object Inventory, expand the Activities folder, right-click on the

Approve Credit activity usage, and select Configure Dimensions to launch
the Configure Dimensions: Approve Credit Projection dialog.
Check the box in front of United States of America to assign that Region
to the Projection. Click OK to close the dialog.
In the Activities folder, right-click on the Approve Credit (US) activity

usage and select Create Projection to launch the Create Projection:
Approve Credit dialog.
Check the box in front of Europe, Middle East and Africa to assign that
Region to the Projection. Click OK to close the dialog. There are now two
projections for Approve Credit, one for the US and the other for EMEA.
Repeat these steps for the Schedule Order activity usage so that there are
two projections for Schedule Order, one for the US and the other for EMEA.
In the Fill Order (EMEA) workflow model, right-click on the Approve Credit
(US) activity usage and select Dimensions | Substitute Projection to
launch the Projection Selector dialog.
Select Approve Credit (EMEA) for the substitution.
Repeat these steps to substitute the EMEA projection for Schedule Order
(US).
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The Build Product activity has a nested workflow model and it is found in Fill Order
in both the US and EMEA versions. The context objects are literally different
instance objects, so the connection points in the EMEA context have never been
specified. Remember that workflow links are defined by their start and end objects.
9.
Connect the context objects appropriately in the workflow model for Build
Product launched from the Fill Order (EMEA) workflow model after using
the US context to understand the sequences. If needed, follow the detailed
steps below.
Launch the Fill Order (US) workflow model.
Launch the Build Product workflow model from the Fill Order (US)
workflow model.
Notice that the context junction has a workflow to 6.1 Schedule

Production and that 6.4 Package Project has a workflow to the 7 Ship
Product context activity.
Close the Build Product workflow model.
Launch the Fill Order (EMEA) workflow model.
Launch the Build Product workflow model from the Fill Order (EMEA)
workflow model.
Connect the context junction to 6.1 Schedule Production and also

connect 6.4 Package Product to the 7 Ship Product context activity
using workflows.
Close the three workflow models, Build Product, Fill Order (EMEA), and
Fill Order (US).
If more substantial changes are needed for Build Product, creating Projections for
US and EMEA can be done first just like Approve Credit and Schedule Order.
However, allowing Build Product to exist in several contexts is supported in
ProVision without needing Dimensions as long as its insides (e.g. children and
their internal linkage) remain identical.
Note: when Projections are utilized in models, it is sometimes necessary to enlarge
the projection so that its full name is visible. The Auto Resize button
end of the Model Tools toolbar is ideal for this task.
at the
This completes the ProVision Dimensions Exercise.
Page 251 of 355
Dimensions Quiz
1.
List three advantages of Dimensions
2.
Why can two different perspectives of an object not have the same
assigned dimensions?
3.
When you substitute a projection in a parent/child model, what happens

to the object selected for substitution?
4.
Can a projection involve more than projection of a single dimension

type?
5.
p y of dimensions for a p
projection?
j
How do yyou control the display
6.
When you create a projection of an activity usage in a workflow model,

what happens to the new projection in the corresponding process
model?
283
Section Objectives
You have learned to
Articulate the advantages of using Dimensions

Recognize the need to use Dimensions
Construct appropriate Dimension Types
Utilize the appropriate functions when assigning
dimensions
Create Projection
Configure
Control Dimension Styles via Preferences
284
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Process Redesign Principles
Metastorm
Process Redesign
Principles
Process Redesign Principles Section Objectives

You will learn to
Understand and utilize critical process
redesign principles
Improve business processes
Problem identification
Opportunity identification
Opportunity analysis
286
Page 253 of 355
Simpler is Better
Avoid Over-engineering
Work
W kh
hard
d tto simplify
i lif
Eliminate multiple points of contact with the customer

Eliminates errors resulting from multiple contacts
Eliminates need to reconcile differing information
Reduces delays resulting from reconciliation
Simple Processes
Less Costly
More Flexible
287
Enable Workers to Make Decisions

Vertical Compression
Process decision-making
g not strictly
y a management
g
task
Workers are empowered
Decision-making becomes part of work
Advantages
Fewer Communication Delays
Lower Management Overhead
Better Customer Response
288
Page 254 of 355
Perform Steps in Natural Order

Parallel tasks rather than sequential
procedure
Precedence set only by need
Speeds process by:
Accomplishing tasks simultaneously
Reducing time lag between early and late
steps
Less chance of changing requirements
Less need for rework
289
Multiple Version Processes

Single solution process
One-size-fits-all
Too complex
p
for standard/simple
p cases
Processes require flexibility for:
Different markets
Different situations
Resource variations
Special customer requests
Reengineered process contains

Simple, standard path (80% - 90%)
Exception handling path (8% - 18%)
Large complex path (2%)
290
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Perform Work Where It Makes Sense
Work off
off-loaded
loaded from / to customers and suppliers
Specialized capabilities
More cost-efficient
Administrative tasks performed by process team

Small purchases
Tasks not requiring a specialist
291
Reduce Audits
Reviews and Inspections
Design quality into the process
Identify
Id if problems
bl
when
h they
h
occur
Downstream inspection
breaks down team spirit
does little to improve quality
adds higher rework costs
Checks and Controls

Controls cost more than purchases
Use only when it makes economic sense
Implement aggregate or deferred controls
Checks, controls and inspections add no value for the customer

292
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Combine Several Jobs into One

Assign multiple process activities to one
person
Avoid the Industrial Revolution
Division of tasks
Specialization of labor
Unskilled work force
No need for communication
Task Inter-relationships
n(n-1)/2
293
Organize Around Processes

Formation of teams to perform entire process
Work split by customer, not function (organization)

Teams co-located
Each person understands another's responsibility
Compensation aligned with process performance
Eliminates/minimizes hand-offs
Reduces delays, errors and rework
Reduces management overhead
294
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Adopt Customer Perspective

Accessibility
Be available to the customer when they want to interact
Information
Require only the data which cannot be captured elsewhere
Wants and Needs

What
Wh t are the
th customers
t
wants
t and
d needs?
d ?
Are we meeting these?
Are there unknown wants?
295
Provide Single Point of Contact
Case manager role

Single point of contact for the customer
Process ombudsman
Has access to all people and information
systems involved in the process
Empowered to change the process
296
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Automate Appropriately
Avoid Costly Automating for
Automations Sake
Weigh
g automation benefits against
g
costs
Technology acquisition
System development and maintenance
Work force training
Obsolescence
Avoid automating current processes

Do wrong things faster
Slows changes to effect improved processes
Automate Repetitive Tasks

Automation strong point
Leave interesting jobs for people
297
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
298
Page 259 of 355
Metastorm
Process Improvement
Process Improvement
Opportunity Driven
Begins with current process workflow

Focuses on p
process components
p
Identifies current process problems
Develops opportunities for incremental
improvement
Evaluates opportunity feasibility
Incremental

Resources
Activities
Organizations
Interim deliverables
300
Page 260 of 355
Parent/child representation of
opportunities for the business
domain
Opportunity Model
p
Keyy driver for process
improvement
Organizes opportunities by
category/sub-category
Visually depicts all levels of
parents/children but no other
p
associations
other associations (e.g.
processes, actors, deliverables)
301
Opportunity
A chance for improvement in a business process that allows goals to
be attained (fully or partially)
Opportunity Analysis
Goal
G l Att
Attainment
i
t
Goals met (supported) by the opportunity
Priority of these goals
Cost (Impact)
Implementation (one time) costs
On-going costs
Benefit (Impact)
Immediate (one time) benefits
On-going benefits
Risk (Impact)
Cost
Probability
302
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Problem
A factor which negatively affects the businesss ability to
attain its goals
goals
Result from
Poorly designed (not designed) process
Invalid assumptions
Environmental influences
Serve as a source for process improvement or reengineering
opportunities
303
Problem Model
Parent/child representation of
business problems
Problem resolution improves
processes
p
Organizes problems by
category/sub-category/root
cause
Visually depicts all levels of
parents/children but no other
p
associations
other associations (e.g.
processes, actors, deliverables)
304
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Practice Workshop
Metastorm
Practice Workshop
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
306
Page 263 of 355
Practice Workshop
This workshop will allow each participant to reinforce the modeling concepts presented
in the class, gain additional expertise in selected model types, and aid in the definition of
his/her Next Steps Plan.
Generally, there are three ways to be organized for this Practice Workshop: (1) as an
individual, (2) as a member of a small team, or (3) with the entire class working
together. The instructor will cover the trade-offs with these approaches and the best
one will be selected. The instructor will also establish the amount of time to allocate to
this Practice Workshop.
The following model types have been presented and each participant should
theoretically be comfortable creating any one of them for their area of expertise:
Organization
Communication
Process
Workflow
Opportunity
Problem
There probably isnt enough time to create examples of all those model types during the
Practice Workshop, so the participant should work with the instructor to determine how
best to spend the allocated time. This includes identifying the models that will be
(partially) developed and the sequence of development.
By all means, real-life scenarios should be addressed so that the participant jump
starts work similar to what he/she will address on their job.
In this Practice Workshop, ProVision is typically used live to capture the models as they
are developed. However, if it is more convenient, a white board or something similar
can be utilized instead. The emphasis of this Practice Workshop should be on the
concepts of business modeling, not necessarily the details of ProVisions support for
those models.
Finally, if time permits, participants will present their work to the rest of the class at the
end of the workshop.
Page 264 of 355
Metastorm
Model Checking,
Publishing & Reporting
in ProVision
Model Checking, Publishing & Reporting Section Objectives

You will learn to
Ensure the quality of your models using
Completeness checker
Spell checker
Develop a textual rendering of your models

Use the Interpreter
Manipulate the Interpreter settings
Learn the basic printing functions

Publish documents using the Publisher in any of 3
technologies
Default Printer
HTML
MS Word
308
Page 265 of 355
Completeness Quality Check

Several ways to Launch
Completeness
Checker
Select model(s) to check or

launch from specific
models context menu
in ProVision
309
Completeness Quality Check

8 Checks to Perform
310
Page 266 of 355
Completeness View
Index Bar contents

can be ported to
Excel
311
Completeness View
Double-click to launch
details dialog &
make corrections
Check boxes to keep

track of your changes
312
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Spell Checker
Spell Checker
Select model(s) to check or

launch from specific
models context menu
in ProVision
313
Spelling Correction
Functions
Supports several languages &

subjects via available dictionaries
www. wintertree-software. com/
dev/dict/spelling-engines.html
314
Page 268 of 355
Interpretation
Displays Left & Right or
Interpreter
in ProVision
315
Interpretation
Displays Top & Bottom
316
Page 269 of 355
Interpretation
Model info at top
Objects follow
Click on object in model to

position interpretation
Interpreted objects are live

live
Different object types per

model type
317
Interpreter Setting (Detail Level)

Launch from Tools menu or
Interpret button with
Interpretation Active
Interpretation Options
in ProVision
318
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Interpreter Setting (Fonts)
5 Text Types:
Name
Label
Description
Detail
Minor Detail
319
Interpreter Setting (Header/Footer)
Many Options (see Help)
320
Page 271 of 355
Interpreter Setting (Page)
Page
g
Margins
Header/Footer
Positions
Page Numbering
Orientation
321
Printing Options
Page Setup Specify page
appearance options
Print Setup Choose printer
options
Print Preview View page(s) before
printing
Printing Options
Print Send output to printer
in ProVision
Publish Print publisher-defined

document
Print to RTF file

Save Model Image Create
external graphics file
Mail Model To Create email
containing model .pvw file
322
Page 272 of 355
Page Setup (Header/Footer)
Many Options (see Help)
323
Page Setup (Page)

Page
Orientation
Monochrome
Printing
Scaling
Page
Numbering
Show Page
Boundaries
Show
Swimlane
Name
Default - Swimlane name (not icon) appears at left after first page
324
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Page Setup (Margins)

Margins
Margin Size
Center on
Page
Header/Footer
Positions
Draw Page
Border
325
RTF Output File
Option only available when Interpreter window is active

Allows interpretation content to be ported to a word
processor
326
Page 274 of 355
Publisher
Creates publication of modeling results
Publication can include:
Models
M
d l
Interpretations
Grids
Charts
Artifacts
Publisher
in
ProVision
Destinations
for publication
Default printer
HTML (compile option)
MS Word
327
Launching the Publisher

Two Options: Project Inventory & File Menu
Project Inventory publish

utilizes
tili
folders/sub-folders
f ld / b f ld
Create Folder
Define Content
Publish
p
with
Invoke options
Right-Click Context
Menu
328
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Launching the Publisher

Two Options: Project Inventory & File Menu
File Menu publish utilizes

separately named Publish
Lists similar to, but
distinct from, Project
Inventory Folders
329
Publish List using File Menu

Select Publish from File Menu
Create, Delete & Modify allows
for multiple Publish Lists
Check lower selection box
items to add
Models
Interpretations
Grids / Association Matrices
Charts
Artifacts (special rules apply)
Publish sequence can be

modified by drag and drop
Select Publish button to
continue
330
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Publish Dialog
Same dialog for both
Project Inventory Folder
Publish and File Menu
Publish
Target:
Default Printer
MS Word
Options depend upon

selected Target
g
Can uncheck items to
publish in dialog, if desired
331
Publish Settings
All Targets have Settings

Cover Page
Common Settings
Override
Header/Footer
Page
Margins
332
Page 277 of 355
Publisher Common Settings - Header/Footer Overrides
Overrides to:
Header/Footer
Must select light

button to enable
override
333
Publisher Common Settings - Page Overrides
Overrides to:
Header/Footer
Page
334
Page 278 of 355
Publisher Common Settings - Margins Overrides
Overrides to:
Header/Footer
Page
Margins
335
Publish Dialog (HTML)

Additional Controls
Compiled HTML
HTML Path
Use Object Templates
(provides finer
control of
interpretations)
336
Page 279 of 355
Publish Dialog (HTML)

Additional
Controls
Styles & Options
Zoom
Z
Control
C t l
Fit to View
Style Sheets
337
HTML Publication (Compiled)

Model
/Table
Association,
Interpretation
Property,
(click
object
Simulation
in
model
Gridto
position)
Simulation Chart
Overall
Navigation
similar
to
ProVision
(e.g.
launch
for object)
of Contents
(also
Index,
Search
&/model/artifact
Favorites)
338
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Publish Dialog (MS Word)
Additional Controls
Document Path
Template Path
Use Template Header
Use Template Footer
Use Object Templates
Include Objects
j
in TOC
Publish Subfolder Intros
Generate Glossary
For Glossary, select
Object Types to include
339
Glossary (if requested)

Models)
ModelInterpretation
/ Grid / Chart(for
/ Artifact
TOC
Cover Page
340
Page 281 of 355
Crystal Reports
BusinessObjects
Crystal Reports
Easy-to-use reporting
& analysis tool
Built-in execution
Crystal Reports
separately licensed to
build additional
custom reports
ProPacks available
Specialized Topics
Six Sigma
Portfolio Mgmt
Extra License Fee

341
Crystal Reports
Select Report
then
342
Page 282 of 355
Crystal Reports
Controls for Export, Print, First, Previous, Next, Last, Find Text, Zoom
343
Metastorm
Please perform the

Case Study Exercise
on pages 285 - 300
Page 283 of 355
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
345
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
346
Page 284 of 355
ProVision Model Checking & Publishing Exercise

This exercise is performed in the Sample / Guided Tour notebook rather than the
Professional Retreats / Conference Administration exercise notebook. Perform the
following steps to begin the exercise:
Ensure the Repository View is
displayed in the Index Bar. If the Index
View is not displayed, depress the Index
button
on the Main toolbar and then
click the Repository bar.
If the Guided Tour notebook is not open,
then double-click the Notebook button
in front of the Guided Tour notebook
in the Sample repository to open it.
Press the Model Inventory tab
in the Inventory View to see an alphabetical
listing of the modelers within ProVision.
Click the plus sign beside the Organization Modeler folder to reveal the existing
organization models.
Double-click the organization model whose subject is Quality Widgets
(Organization:) to open this model.
ProVision provides quality-checking features that allow you to ensure the quality of
your models before publishing and distribution. The first quality check to perform in this
exercise is the Completeness Check.
Right-click on an open area of
the
Quality
Widgets
Organization Model to invoke
its context menu. All of the
options
available
for
this
particular model can be invoked
from one of the four sub menus.
Best-practice methodology often
includes completing one model
at a time, including the paperwork. Note: the Completeness
Check can be invoked for the
entire notebook by using the Completeness toolbar button
Completeness Check menu option.
or the Tools |
Page 285 of 355
Click the Completeness Check option to invoke the Completeness Checker

dialog.
Click
to execute the Completeness Checker for the Quality Widgets
Organization Model.
Click OK to close the dialog, and click

Checker dialog.
to close the Completeness
Examine the Completeness Inventory tab

in the
Inventory View to display the messages posted (not all messages are
necessarily errors).
Page 286 of 355
The Organization: Assembly Operations is identified as not having a Usage or

Premium Usage Cost. To fix this problem / message, double-click on the
Organization: Assembly Operations. The Organization dialog is displayed
allowing you to make corrections.
Page 287 of 355
Click the Properties tab and then enter a Premium Usage Cost of $75/hour
and a Usage Cost of $50/hour for Assembly Operations, as below.
To facilitate exercising the Spell Checker (coming up next), click the Definition
tab and include a couple of misspelled words in the Description of Assembly
Operations, by adding:
This sentnce contains 3 erors.
Verify changes by, as before, right-clicking in an open area of the Quality

Widgets Organization Model to invoke its context menu and re-doing the
Completeness Checker to confirm the updates. Use the same options as
before. Notice that the message count is two (2) less because of the resolution
of the 2 missing rates for Assembly Operations.
Page 288 of 355
Perform a spelling check on the model.

Right-click on an open area of the
Quality
Widgets
Organization
Model to invoke its context menu.
Click the Tool | Spell Check option to
invoke the Spell Checker dialog.
Note: the Spell Check can be
invoked for the entire notebook by
using the Spelling toolbar button
or the Tools | Spell Check menu
option.
When a spelling error is detected, the Check Spelling dialog is presented. A list
of suggested spellings is presented from which you may choose. If the correct
spelling is not presented, you may enter an override in the Not in Dictionary edit
box. You have the choice of ignoring or changing the misspelled item, or adding
your spelling to a user dictionary. Correct any spelling errors with your choice of
corrections. See example below.
Page 289 of 355
To control spell-checking options, click

dialog.
to invoke the Options
When the Spell Checker has finished, an informational dialog is displayed

showing the results. Click OK to end the spell checker.
Preview a model as it would appear on a printer.
Click the Print Preview button
on the Main toolbar.
If your model does not fit on a single page, press the Two Page button to see a
side-by-side presentation of how the model will look when printed.
Click
Click
twice to see a close-up presentation of the model.

to return to the Organization Modeler.
Select File | Page Setup to display the Page Setup dialog. The
Header/Footer tab is displayed first by default, with the Header
being the default option.
Page 290 of 355
Click the Footer radio button at the lower right corner of the dialog. Note that the
page number is displayed by default at the bottom right of the model. Make any
changes you desire.
Click anywhere in the Center Text area.
button to insert the current time in the Center Text area.
Click the
This time will be displayed at the bottom center of a printed model, and will
indicate the time the model is printed (it is synchronized with your computers
clock). Click OK to save your changes.
Select File -- Print Preview to view the model as it will be printed. Click the
button if necessary to verify the addition of the date,
Zoom In
and click
to exit the Print Preview window.
ProVision provides a textual interpretation for each of its models. The model interpreter
takes the modeling constructs and their supporting descriptions/properties and presents
this information in a narrative format, with complete consistency between the two views.
If the paper-work has been completed, the details presented by the interpreter exceed
the information in the model. Preview this capability.
Ensure the Quality Widgets organization model is the active model.
Click the Interpreter button
on the Main toolbar. ProVision opens a new
window, which displays a narrative description of the organization model, and
positions the interpretation to the right of the model.
Click the Interpreter button
again and notice that the interpretation is now
positioned below the model. A third click toggles the interpretation side-by-side
with the model, as before.
Click once on the Assembly Operations organization.
Notice that the
interpretation is repositioned on this organization. When published to HTML, the
same functionality is provided.
Illustrate Status Bar functionality.
Ensure that ProVision is displaying the Status Bar. If not, use the View | Status
Bar menu option to display it.
Slowly drag your mouse over the components in the interpretation. Notice that
the status bar shows the name of each component as the mouse passes over
that object (assuming you set your Preferences to display the object names on
the Status Bar).
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In the organization model, select the Assembly Operations organization by

clicking on it once. Again, notice that the interpretation is positioned on this
organization.
In the model interpretation, double-click on the Assembly Operations definition
to invoke the Organization: Assembly Operations detail dialog. In the
Description, eliminate the words, This sentnce contains 3 erors. and click
OK to commit this change. Notice that the interpretation immediately reflects the
change to the description.
With the interpretation as the active window (i.e. its title bar is highlighted), click
the Interpreter button
on the Main toolbar again to display the
Interpretation Settings dialog. (Previously when you clicked the Interpreter
button, the organization model was the active window.) An alternative method to
invoke the Interpretation Settings dialog is to select the Tools Interpretation
Options
menu option.
Modify the settings in the Interpretation Settings dialog as you wish:
Page 292 of 355
The Detail Level tab allows you to modify the objects and/or object properties
that will be interpreted as well as control the sequence in which the objects
are interpreted.
The Fonts tab allows you to modify the look of the text.
The Header/Footer tab allows you to modify header and footer information.
The Page tab allows you to modify page properties such as margins, page
numbering and orientation.
Save the changes by clicking

the models interpretation.
. Notice the changes to the content of
Close the Organization Interpreter window.

ProVision contains a Publisher that generates HTML (or hardcopy, or MS Word) for a
selected list of models and interpretations. The table of contents for the publication can
be defined as a folder in the Inventory Views Project Inventory. In this part of the
exercise, generate an HTML publication.
Note: The Project Inventory is useful for both publishing and navigating to models, but
must be DEFINED first. Its display, like all Inventory Views, is controlled via the Tools |
Preference | Inventory tab. If not currently displayed, activate it.
Click the Project Inventory tab
in the Inventory View to see pre-defined
folders containing selected models in the open notebook.
Right-click on the Notebook: Guided Tour folder at the top of the Inventory
View and select Create Folder from the pop-up menu.
In the Power Add dialog enter
the folder name Executive
Summary and press the ENTER
key twice. This creates a new
folder in the Project Inventory.
Right-click the Executive Summary folder in the Project Inventory and select
Define Content from the pop-up menu. This brings up the Define Folder
Content dialog.
Click the Models button
in the middle of the dialog to narrow
the selection list at the bottom to just the ProVision modelers.
In the Available Models scroll box, expand and check the following models AND
interpretations in the sequence given:
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Page 294 of 355
Click
to open the Publish Executive Summary dialog.
Select HTML from the Target drop-down list at the top of the dialog. Check the
Use compiled Html check box on the upper right-hand portion of the dialog.
This compiles your HTML into a single (large) file and provides an additional
Search capability (courtesy of Microsoft).
Page 295 of 355
(the Browse button) to specify an output

Next to the HTML Path: click
directory for the generated HTML. The Browse for Folder dialog appears.
Find and select the C:\Program Files\Proforma\ProVision50\Export directory.
Select
to return to the Publish Executive Summary dialog.
Add \Html as a sub-directory extension (or simply type in C:\Program

Files\Proforma\ProVision50\Export\Html for the Path). ProVision will create
this subdirectory.
in the upper right corner of the Publish Executive
Click
Summary dialog to open the Modify Publish List dialog. See the example
below.
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Enter information of your choice in the Author Information area of the dialog (or
see example above).
to close the Modify Publish List dialog and return to the
Click
Publish Executive Summary dialog.
Click
to open the Setup Scaling Options / Style Sheets dialog.
Page 297 of 355
.
Use 40, 25, and 3, respectively, in the Initial Scale (percent), Zoom Increment
(percent), and Zoom Max Level fields and check the Include Fit to View Image
box. These settings are just suggestions and you are free to choose other
parameters. Once you examine the HTML, you will see the impact of these
settings.
to close the Setup Scaling Options / Style Sheets dialog and
Click
return to the Publish Executive Summary dialog.
Click
to generate the HTML output.
Once the generation is complete, ProVision launches the compiled HTML file so
you can view the document (see example below).
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Expand the Business Interaction Modeler menu and select Quality Widgets to
display the Business Interaction Model.
Click on the Finance actor to position the interpretation to that object (see above
example).
Browse through the models in the publication and experiment with the built-in
model-to-model navigation (for example, nested workflow models navigate like in
ProVision).
After review, close the compiled HTML file and return to ProVision.
This completes the ProVision Model Checking & Publishing exercise.
Page 299 of 355
Model Checking, Publishing & Reporting Section Objectives

You have learned to
Ensure the quality of your models using
Completeness checker
Spell checker
Develop a textual rendering of your models

Use the Interpreter
Manipulate the Interpreter settings
Learn the basic printing functions

Publish documents using the Publisher in any of 3
technologies
Default Printer
MS Word
347
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
348
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Metastorm
Working Together
in ProVision
g Objects
j
&
Sharing
Models
Working Together in ProVision Section Objectives

You will learn to
Identify 3 Ways to Share
Merge
Knowledge Exchange (was ProServer)
Teamwork
Check-Out / Check-In Models & Objects
View models using Knowledge Exchange
Vi
Viewer
When changes occur:
Synchronize Modeling Language
Synchronize Gallery
350
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Repositories
Repository
A repository can be thought of

as a book case containing
notebooks
1
belongs to
contains
*
Notebook
belongs to
contains
belongs to
contains
Common appearance & terms

(modeling language) is applied
for all notebooks
Object
*
appears in
includes
Model
*
is the subject of
describes
351
Repositories
3 types of Repositories
Single
g User
Teamwork
Knowledge Exchange
Single User for day-to-day modeling

After check-out
Knowledge Exchange or Teamwork for
sharing models/objects
After check-in
352
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Notebooks
Repository
1
belongs to
contains
*
Notebook
belongs to
contains
belongs to
contains
Multiple notebooks are allowed in

a repository though no sharing
takes place across notebooks
Object
appears in
includes
*
1
A notebook is a book of models

A notebook shares objects
between models
Sharing only occurs at the
notebook level
Model
Different projects
Different
Diff
b
business
i
d
domains
i
Different project phases
j
of
is the subject
describes
Notebooks are not visible outside

of ProVision
353
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
354
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Metastorm
Merging Objects & Models

in ProVision
A Merge Scenario
Independent Users
Models built in ProVision without regard to other work (i.e. no prior
sharing of notebook contents)
Discover need to combine models and objects so sharing can begin
Merge brings models & objects together
Merge invoked with
Drag & drop notebook onto another notebook
Drag & drop models or objects from inventory onto notebook
Import from file
Export can be
used to create
.PVW file with any
subset of models
356
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Merge
Merge can ONLY match on EXACT object names
After Merge, notebook contents can be Shared
Merge
Experts must reconcile
Supports 3 methods
Synonyms (2 words meaning

the same thing)
Replace
Homonyms (same word

meaning different things)
Combine
Rename
357
Merge - Replace
Imported
After Merge - Replace
Original
Activity: Prioritize
Request
Request
Request
Stereotype:
<automated>
Stereotype:
<automated>
Stereotype: (null)
Work Time: 1 minute
Work Time: 1 minute
Work Time: 2
minutes
Delay Time: (null)
Delay Time: (null)
Delay Time: 1 minute
Associated to Goal:
Do Better
Associated to Goal:
Do Better
Associated to Goal:
Do Better
Goal: Do Better
Goal: Do Better
Goal: Do Better
Priority: (null)
Priority: (null)
Priority: Low
Category: Supplier
Category: Supplier
Category: Customer
Perception: Internal
Perception: Internal
Perception: External
358
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Merge - Combine
Merge Combine Behaviour with Priority on Imported
Imported
Original
After Merge - Combine
Request
Request
Request
Stereotype:
<automated>
Stereotype:
<automated>
Stereotype: (null)
Work Time: 1 minute
Work Time: 1 minute
Work Time: 2 minutes
Type: (null)
Type: (null)
Type: Value Added
Associated to Goals:
Do Better & Simplify
Do Better, Simplify
& Faster
Associated to Goal:
Faster
Goal: Do Better
Goal: Do Better
Goal: Simplify
Goal: Simplify
Goal: Faster
Goal: Faster
359
Merge - Rename
Merge Rename Behaviour with * Suffix & Priority to Imported

Imported
After Merge - Combine
Original
Request
Request
Request
Do Better &
Simplify
Do Better & Simplify
Associated to
Goals: Simplify &
Faster
Request*
Goal: Do Better
Simplify* & Faster
Goal: Simplify
Goal: Simplify
Goal: Do Better
Goal: Faster
Goal: Simplify
Goal: Simplify*
Goal: Faster
360
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Metastorm
Sharing Objects & Models

using Knowledge Exchange
or Teamwork
Typical Sharing Scenario

Team members
Using Knowledge
g or
Exchange
Teamwork
Repositories
Agree upon model and object ownership at

ap
point in time to reduce confusion within
the team
Check out owned models & objects
Locked for update
Read only for reference
Create, read, update &/or delete models &

objects
bj t locally
l
ll
Coordinate deletes & renames with team
to maintain team communication & unity
Check in locked models / objects to update
shared notebook
362
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Log On
Shared repositories require users to log on
as security permissions will be applied
Log On to Knowledge
Exchange Repository
Enter user ID & password
ProVision can remember
your user ID & password, if
desired
Can change password
363
Check-Out
Check-out Models and Objects from Notebook
for Update or Read-Only
Knowledge Exchange Repository
Individual Repositories
(or TeamWork)
(Local Single-User)
Single User)
Only one user can lock an object or model at a time

Multiple users can get read-only copies
Read-only objects can be used to create new object associations
364
Page 308 of 355
Check-out Wizard - Step 1

Invoke Check-out Wizard
Main Menu: Interface |
ProVision Objects | Check out
Context Menu for Model in
Inventory
Specify source
365
Check-out Wizard - Step 2

Specify models & objects
to check-out
Specify Lock or Read-only
Read only
Specify Options
Can specify Version for
KE
366
Page 309 of 355
Check-out Wizard - Step 3 & 4

Step 3
Optional Description
Step 4
Specify destination
Usually a local notebook
367
Check-Out Demo & Quiz

After check-out demonstration, answer the following questions:
Who creates multi-user repositories?
1.
How does Knowledge Exchange know which access rights to apply?
2.
When you lock a model during check-out, what happens to the objects
in that model?
3.
Does Knowledge Exchange allow multiple check-outs to the same

notebook?
4.
Can 2 users check-out at the same time?
5.
Why would you want read-only objects in a check-out?
368
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Team Member Updates
Team members
Use local copy of notebook
Access
A
notebook
t b k with
ith allll locked
l k d and
d
reference (read-only) models and objects
Make changes, deletions and additions to
agreed upon models and objects
Coordinate all object deletes and renames
with other team members
Check in changes
369
Check-In
After Updates, Check-In Models and Objects to Notebook
Multi-User Repository
(Knowledge Exchange or TeamWork)
Locks are released upon check-in
Individual Repositories
(Local Single-User)
Locked models, objects & object associations are replaced

New models, objects & object associations are added
Deletes & renames are applied by object ID
Read-only models, objects & object associations are ignored
370
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Check-In Demo & Quiz

After check-in demonstration, answer the following questions :
1. Can you make additional changes to a checked-out notebook after
check in to ProServer and then check-in
check-in
check in a second time?
2. Do you know for sure that your locked objects have not been altered
since your check-out?
3. What happens upon check-in to all the models that werent checked
out after you rename an object that is in those models?
4. What happens to all the models that werent checked out if you delete
an object that is in those models?
371
Knowledge Exchange Repositories

Simple Configuration
Viewed Models
Approved
Notebook
Copy
Viewed Models
Development Repository
Production Repository
Developers update Development Notebook

QA approves updates
Development Notebook moved to Production for viewing
All access to Knowledge Exchange Repositories use Internet
Protocols and are available worldwide
Metastorm can provide Implementation Support to determine

ProServer configuration, standards & best practices
372
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Knowledge Exchange Viewer
Inventory
Model
View only
Interpretation
373
Knowledge Exchange
Properly authorized users can view & update object properties

Uses thin client
Can not modify models only object properties
Changes can be rolled-back by administrator
374
Page 313 of 355
Manage Backups
Administrator-only Functions
Manage Notebook Backup Versions
Wh
When necessary, recover previous
i
notebook
t b k version
i
Updates subsequent to notebook version will be lost
Subsequent updates may be recovered with Export/Import (Merge)
from backup notebook versions
Manage Repository Backups

Repository backups include all notebooks
Storage not as efficient as with notebook backups
Automatic backups (up to 10) created upon TeamWork repository
close
375
Maintain Gallery
Each User can update their gallery locally

Team
Member's
Local
p
y
Repository
Team
(Shared)
Repository
Synchronize galleries
After changes applied to
the shared repository
Changes can originate from
a team members
repository
Team Gallery
Launch Import Utility:
Choose source repository

Select shared repository
376
Page 314 of 355
Metastorm
Please perform the

Case Study Exercise
on pages 316 - 334
Page 315 of 355
ProVision Shared Repository Exercise using TeamWork

In this exercise, create a shared repository, check-out a model, update the model, and
then check-in the updated model. Step-wise:
1. Create a shared (Teamwork) repository utilizing the copy repository capability.
2. As an administrator, define a developer with check-out/check-in rights.
3. Logoff as the administrator and log back on as a developer with check-out/checkin rights.
4. As a developer, check-out a model from a notebook within the shared repository.
5. Update the checked-out model.
6. Check-in the model updates to the shared repositorys notebook.
7. Verify the changes in the shared repositorys notebook.
First, create a shared repository. While shared repositories are often positioned on a
server for availability to multiple team members, this will not be necessary as part of this
class exercise, since access to a server may not be provided in the classroom
environment.
Ensure the Repository View is
displayed in the Index Bar. If the Index
View is not displayed, depress the Index
button
on the Main toolbar and then
click the Repository bar. Once the new
TeamWork repository is created, it will
appear in the Repository View.
If the Guided Tour notebook is not open,
in front of the Guided Tour notebook
then double-click the Notebook button
in the Sample repository to open it.
Open the Fill Order workflow model and ensure,
using the View menu, that the models indicators are
showing. If indicators are not showing, this setting
will be propagated inappropriately to the copied repository.
Select the Repository | Copy menu option from the main menu.
Repository Copy Wizard is invoked.
The
In Step 1 of the wizard, ensure the radio button for One of the following
connected repositories: is selected (it is the default selection), select the Sample
repository, and click
In Step 2 of the wizard, check the Convert the copy to a multi-user repository
checkbox, and click
Page 316 of 355
In Step 3 of the wizard, use the following path, C:\PVData\v60\TeamWork, and

click
(note that v60 is assumed here but use the version number
that has been installed).
In Step 4 of the wizard, enter TeamWork Exercise for the repository name and
This repository will be used as an exercise on Teamwork functionality. in the
description, and click
In Step 5 of the wizard, enter and confirm a Password that you can remember.
The administrators User ID will be Administrator (unless you change it), and
click
to create the TeamWork Exercise

repository for this exercise. This repository will be a shared version of the
Page 317 of 355
Sample repository. Click OK to acknowledge the repository-successfully-created

message. The TeamWork Exercise repository should now appear in the
Repository View. Notice that the icon in front of this repository is
indicating that it is a shared repository.
Next, log on as the repository administrator to perform a couple of administration tasks

necessary for this exercise.
Click the plus sign in front of the TeamWork
Exercise repository to show its notebook list. Your
new repository should contain a Guided Tour
notebook, since you copied it from the Sample
repository.
Right click the TeamWork Exercise repository and
select Administration.
This will invoke the
Teamwork Exercise Log On dialog, since you must
log on to all shared repositories. Among other things,
your User ID will allow ProVision to track all activities
by User ID in the repositorys history log.
Enter your administrator Password in the TeamWork Exercise Log On dialog
and click OK. Both checkboxes on this dialog should be checked, which is the
default. This will establish exclusive control of the repository while performing
administrative functions.
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After the notebook opens, select the Repository | Administration menu option
from the main menu. The Repository Administration dialog is invoked.
Select the TeamWork Exercise repository and click

to invoke the
Repository Administration: TeamWork Exercise dialog. This dialog contains
six (6) tabs that allow administrative control for a TeamWork repository.
Your first administration task is to create a User who will have check-out/check-in
authority but not administrative authority. It is this user who will check-out, update, and
check-in a workflow model in this exercise.
On the Users tab, click
to launch the Create User Account
dialog. Enter your first name in the User ID field, your full name in the Full
Name field, and an easy-to-remember password in the Password and Confirm
Password fields.
Drag
and
drop
the
Developers entry from the
Available groups: list to
the Member of these
groups: list.
This will
provide check-out/check-in
authority
but
not
administrative
authority
while logged on under this
new User ID.
Click OK to create the User
Account. You should see
this new user account listed
on the Users tab.
The
example below is for a User
named Analyst.
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Click on the Options tab. IMPORTANT: In the Check-in/Check-out area, check

the Automatically create notebook version before check-in checkbox. This
will automatically version the notebook upon check-in.
These are all the Administrator steps that are necessary for this exercise. Only if
interested, browse the other tabs in the Repository Administration dialog. Use
Help to answer any questions. When finished, close the dialog by clicking OK.
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Its now time to check-out a model and make modifications using the Developer ID.
Double-click on the Guided Tour notebook in the TeamWork Exercise
repository to invoke the TeamWork Exercise Log On dialog.
Enter the Developer User ID and Password, uncheck the Modify the
repository directly or perform administrative functions checkbox, and click
OK.
Browsing the notebook for models and objects to check-out does not require
exclusive rights to the repository. If this logon option is left checked, access to
the notebook will be denied since the Developer rights do not permit direct
updates or administrative functions to be performed.
Once logged on under the Developer User ID, notice that all objects in an open
model have an Access restrictions for this object indicator
. This means
that the objects and models may not be changed directly; rather, they must first
be checked out. Upon check-out, update, and check-in, an automatic version will
be created so that changes can be rolled back, if necessary.
For this exercise, check-out the Fill Order workflow model and make changes to the
Ship Product activity.
Ensure the Inventory View is displayed in the Index Bar. If the Index View is not
on the Main toolbar and then click the
Inventory button Press the Model Inventory tab
in the Inventory View to
see an alphabetical listing of the modelers within ProVision.
Click the plus sign beside the Workflow Modeler folder to reveal the existing
workflow models.
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Right-click the Fill Order (Business Process:) workflow model and select
Check out from the context menu to invoke the Check-out Wizard dialog.
In Step 1, scroll down the list of models and notice that the Workflow Model, Fill
Order is selected and is set for Lock. Locked is the default, unless it is currently
locked by another user.
Another way to invoke this dialog is by right clicking on a notebook and selecting
Checkout or through the Interface | ProVision Objects | Check out menu
option.
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Still in Step 1, click the Objects tab, scroll down the list of object types, click the
plus sign in front of Goals and then check the box in front of Goals. Notice that
all goals are selected for Lock. This will include all goals in the check-out as well
as the Fill Order workflow model.
Notice the 2 options at the bottom of the dialog. They specify that:
Any nested workflow (or statechart) models will be included in the checkout
Actors that are the swimlanes (workflow lanes) will be checked out as readonly
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Proceed to Step 2 of the Check-out Wizard where you can review the models
and objects that have been selected for check-out.
Click on the Objects tab and then expand the list for Goals, Markets,
Organizations, and Roles. Notice that the Goals will be locked but that the
swimlane actors will be read-only.
Proceed to Step 3 of the Check-out Wizard and add the comment, Fill Order
will be modified for the TeamWork exercise.
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Proceed to Step 4 of the Check-out Wizard and then click the radio button in
front of the To a connected ProVision repository option.
Select Sample as the target repository and enter Fill Order Update as the
name of the notebook.
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Proceed to Step 5 of the Check-out Wizard. IMPORTANT: Before leaving Step

5 of the Check-out Wizard, in order to see the locks that have been created by
the check-out, remain in the Guided Tour notebook by unchecking the
Automatically open the target notebook after completing the checkout
option.
Click
and then OK to acknowledge the success of the check-out.
Page 326 of 355
Re-launch the Fill Order workflow model and click on the lock indicator
on
the Submit Order activity to display its check-out information. After reading this
information, close the dialog.
Page 327 of 355
Modify the checked out model.

Open the Fill Order Update notebook in the Sample repository and notice that
the notebook icon for this notebook in the Repository and Inventory Views
contains a red check
to indicate that it was created with a check-out.
Look at the Model Inventory and expand the list under Workflow Modeler.
Notice that there are 3 workflow models, Fill Order and its children.
Launch the Fill Order workflow model and notice that the objects in the model
contain a red check
repository.
to indicate they have been checked out of the shared
Right-click on the activity, 7 Ship Product, and select Workflow Modeler from
its context menu to open its workflow model.
Build the model below for 7 Ship Product by adding the junction, the 2 new
activities, the 2 new swimlanes (include Field Operations but create Carrier),
and the workflows with their deliverables.
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In addition to building the Ship Product workflow model, also associate some goals
checked out with the new activities.
Double-click on the Determine Method of Shipment activity to invoke its detail
dialog, select the Associations tab and then in the All Objects section, click on
the plus sign in front of Goals.
Notice that the Goals you checked out are available for associations.
For the Determine Method of Shipment activity, check the P.2.1.1 Decrease
Material Handling goal to associate it with this activity. It will appear in the
Selected Objects list under Goals.
Using the same technique, associate the Pick Up & Deliver Shipment activity
with both the L.2 Integrate Systems and P.2.1.3 Reduce In-Transit Time goals.
This completes the changes you will make to your checked out model.
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After the changes are complete, it is time to check-in the modifications to the
TeamWork Exercise repository.
In the Repository View, right-click on the Fill Order Update notebook in the
Sample repository and select Check in from its context menu. This will invoke
the Check-in Wizard.
In Step 1 of the Check-in Wizard, accept the default radio button that will check
the objects into the location they were originally checked out from.
In Step 2 of the Check-in Wizard, enter the comment, The Ship Product
workflow has been added. And accept the default radio button that will release
the locks (will not keep the objects checked out).
In Step 3 of the Check-in Wizard, commit the check in.
You will be required to log on to the TeamWork Exercise repository. Enter your
Password (the User ID is supplied by ProVision) and complete the check in.
Notice that Modify the repository directly or perform administrative
functions is checked as a default to prevent other users from accessing the
repository and modifying objects during Check-In. Leave this box checked.
Next, examine the state of the TeamWork Exercise repository after the check in.
Click the plus sign in front of the Guided Tour notebook in the TeamWork
Exercise repository. You will see a Version 1, which is the automatic backup
made by ProVision before check-in.
Double-click the Guided Tour notebook in the TeamWork Exercise repository to
open it.
Log on with your Developer User ID and uncheck the Modify the repository
directly or perform administrative functions check box, since developers do
not have administrative access rights.
Verify that your workflow model changes to the 7 Ship Product activity have
been applied and that the locks on the objects have been released (the lock
indicators
should have been removed).
Also verify the goal assignments to the activities you added. This can be done
easily by using the Table Inventory within the Inventory View. Select the Table
Inventory tab, click the plus sign in front of the Association Grids folder and
also the Activities folder, and then double-click the Goal (Pursuit) option to
launch the Object Association from Activity to Goal grid.
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Examine this grid to verify the goal associations you made to the two new
activities. An example of the grid follows. (Interpreting the workflow model will
list the associated goals under each activity interpretation. Interpreting a goal
model will list the associated activities under each goal interpretation).
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Notice that the grid is protected, that is, you cannot make changes directly.
This is because you are logged on under the Developer ID and would have to
check out the objects before making modifications.
Page 332 of 355
Right-mouse click in the upper left corner of the

grid to invoke a context menu of options for the
grid. Try the Hide un-associated Objects
option.
Use the Window | Close All menu option to
close all open tabs, except the Explorer.
This completes the ProVision Shared Repository
Exercise using TeamWork.
Page 333 of 355
Working Together in ProVision Section Objectives

You have learned to
Identify 3 Ways to Share
Merge
Knowledge Exchange (was ProServer)
Teamwork
Check-Out / Check-In Models & Objects
View models using Knowledge Exchange
Vi
Viewer
When changes occur:
Synchronize Modeling Language
Synchronize Gallery
378
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
379
Page 334 of 355
Notes
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
380
Metastorm

Course Summary
p
& Next Steps
Page 335 of 355
Business & System Concepts

Who
(Actors)
Market Set of similar organizations or people

Organization Formalized group of people
Role Job function
Person An individual
System Automated capability
Where
Location Geographic site or area

Facility Building, room, or work area
Equipment Tool, utensil, or apparatus
Why
Goal Objective to be attained

Problem Factor inhibiting performance
Opportunity Chance for improvement
When
Event Occurrence to which the business responds
What
Deliverable Product or service

Business Class Category of Data
How
Business Domain Cohesive portion of the business

Business Process Cross-functional work steps
Activity Step in a business process
382
ProVision Structure
Repository
Bookcase of notebooks
Visible to operating system
Notebook
Repository
Book of models & objects

1
belongs to
File
contains
*
equivalent
form
Notebook
belongs to
contains
belongs to
contains
*
appears in
includes
*
1
Object
Who, what, when, where, why, or
how concept of business or
systems
Object
Alternate storage mechanism for a

notebook
Model
Model
*
Visualization of a selected object

Describes the subject object in
terms of other objects
is the subject of
describes
383
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Modeler Support
Specific
modelers
covered
in course
material
384
Organization
Model
Inventory of
business actors
(i.e. who)
involved in/with
the business
domain with
parent/child
relationships
Markets
Organizations
Roles
People
385
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Profiles the Business Domains relationships in the context of

its Suppliers, Customers and Competitors
386
Process Model
Inventories Business Domains, Business Processes and Activities

(i.e. what you do) with parent/child relationships
387
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Communication Model
Frames Business
Processes in the
context of their
initiating Events,
involved Actors
and produced
Deliverables
388
Workflow Model
Visually depicts Business Processs

Process s initiating Events,
responsible Actors, sequence of Activities, hand-offs,
key Decisions & produced Deliverables
389
Page 339 of 355
Opportunity Model
Inventories
Opportunities (i.e.
why)
why ) for the business
domain with
parent/child
relationships
Opportunity
Categories
Opportunities
390
Problem Model
Inventories
Problems (i.e.
why) for the
business domain
with parent/child
relationships
Problem
Categories
Problems
391
Page 340 of 355
Textually renders all
models remaining
consistent with
ith all visually
is all
depicted information
Objects
Object Properties
Object Associations
392
Association Grid
Associates who, what, when, where, why & how

objects together
393
Page 341 of 355
Model Strength & Weakness

Model
Who
Organization
YES
YES
Why
Where
What
Done
When
What
Produced
How
YES
Process
YES
Communication
YES
Workflow
YES
Possible
Opportunity
YES
Problem
YES
YES
YES
YES
YES
YES
YES
YES
Model Strength & Weakness Comparison

Models are designed to present specific aspects of the business and/or system
No model does it all, though the interpretation can include additional
information
Above models do not visually present data usage or structure, although some
interpretations reference data usage
394
Typical Business Process Improvement Deliverables

Four Major Phases
Scope Project
Determine Project Participants

Determine
D
t
i Project
P j t Size/Duration
Si /D ti
Determine Business Goals
Determine Business Boundary
Define As-Is Processes

Determine As-Is Business Process Steps, Value-Add, Sequences,
Hand-offs, Supporting Organizational Structure
Establish Strategy
gy
Business Relationships, Opportunities, Problems
Define To-Be Processes

Determine To-Be Business Process Steps, Value-Add, Sequences,
Hand-offs, Supporting Organizational Structure, Operational Goals
395
Page 342 of 355
Scope Phase Deliverables

Typical Scope Phase Deliverables
As-Is Organization Model
(Who) Impacted Organizations & Roles
As-Is Location Model

(Where) Impacted Locations/Facilities
As-Is Business Interaction Model

(What) Current Suppliers, Internal Actors, Customers & their Business
Interactions/Responsibilities
As-Is/To-Be Operational Goal Model

(Why) Performance Targets
As-Is Process-to-Org/Role Associations

(What-to-Who) Process Responsibilities
As-Is Process-to-Location Associations

(What-to-Where) Where Processes Are Performed
396
As-Is Process Phase Deliverables

Typical As-Is Process Phase Deliverables
As-Is Communication Model
Current Participating Actors,
Actors Initiating Events
Events, Produced Deliverables
As-Is Process Model

Current Process Decomposition
As-Is Workflow Model

Current Steps, Value-Add, Hand-offs, Sequences, Conditional Branching
As-Is Opportunity &/or Problem Model

Improvement Options
As-Is Activity-to-System Associations

Current System Impacts
397
Page 343 of 355
Strategy Phase Deliverables

Typical Strategy Phase Deliverables
To-Be Goal, Opportunity, Problem &/or Strategy Models
Understand business influences
To-Be Business Interaction Model

Future Suppliers, Internal Actors, Customers & their Business
Interactions/Responsibilities
To-Be Prioritized Initiatives

Important things first
398
To-Be Process Phase Deliverables

Typical To-Be Process Phase Deliverables
To-Be Communication Model
Future Participating Actors,
Actors Initiating Events
Events, Produced Deliverables
To-Be Workflow Model

Future Steps, Value-Add, Hand-offs, Sequences, Conditional Branching
To-Be Organization Model

Streamlined for Process Alignment
To-Be Activity-to-System Associations

System Impacts
399
Page 344 of 355
Course Objectives
You have learned to
Business Process Modeling
g
Articulate the concepts used to
model business processes in the
context of their business
environment
Put into practice a set of modeling
techniques for capturing,
communicating and verifying current
(as-is) and redesigned (to-be)
b i
business
processes
Identify the purpose, strengths and
weaknesses of each type of model
Develop a Next Steps Plan for
utilizing appropriate techniques &
ProVision features on your job
using
g ProVision
Create, maintain, and
publish business process &
supporting models
Organization Model
Communication Model
Process Model
Workflow Model
Opportunity Model
Problem Model
Use functions and features

that ensure the quality of
your modeling effort
400
Metastorm
Additional Support
Page 345 of 355
Table of Contents - Additional Support

Additional Training.345 - 350
103 Enterprise Architecture Modeling w/DoDAF
Consulting Support..351 - 352

Next Steps Plan353 - 353
Additional Reading.. 354 - 355
402

Making Enterprise Architecture Actionable
Enterprise-wide understanding & governance
Create,
C t maintain,
i t i and
d publish
bli h
Goal Model
Platform Model
Systems Interaction Model
Data Model
Translator
Navigator
Enterprise Framework
Covers all standard functions,

features and architecture
of ProVision
No Pre-requisite
3
Days
403
Page 346 of 355
103 Enterprise Architecture Modeling using DoDAF

Enterprise Architecture using DoDAF
Create, maintain, and publish model-based DoDAF v1.0
Framework products
Covers all DoDAF v1.0 Deliverables
A-1, 2
OV-1, 2, 3, 4, 5, 6a, 6b, 6c, 7
SV-1, 2, 3, 4, 5, 6, 7, 8, 9, 10a, 10b, 10c, 11
TV-1, 2
Covers all standard functions, features

and architect
architecture
re of ProVision
No Pre-requisite
5
Days
404

Advanced functions & features for power users
Dimensions
Modeling Language Customization
Modeling Language
Custom Objects & Links
Frameworks
Layers
Service Oriented Architecture Support
Navigator
Navigator Model
Navigation Report
Navigation Grid
Publication
Interpretation Templates
Translator
1
Day
405
Page 347 of 355

Detailed Data Requirements
Create and maintain typical models & object associations
used
dd
during
i Business
B i
D
Data
t Analysis
A l i Projects:
P j t
Business Classes
Business Subtypes
Business Class Model (Data)
Attributes
Associations
Aggregations
Statechart Model
Data to Process Mapping (CRUD)
Transition to System Design
2
Days
406
204 Process Simulation using MCS

Monte Carlo Simulation of Workflows
Decision Points
Process Timing
In-queue,
In queue Work,
Work Delay
Delay, Out
Out-queue
queue
Process Costs
Resource, Direct, Indirect
Simulation Setup
Analyze Simulation Results
1
Day
407
Page 348 of 355

Discrete Event Simulation of Workflows
Utilize the functionality of
Agents
Resources
R
Entities
Commodities
Process Timing
In-queue, Work, Delay,
Out-queue
Process Costs
Resource, Direct, Indirect
Simulation Setup
Analyze Simulation Results
1
Day
408

Collaborate with Metastorm experts & your
peers to
Master the intricacies and best practices for workflow
modeling
Work in a collaborative environment
Work with your own business situation (bring your own
models)
Gain insights as other collaborators reveal their own
issues and techniques
Study and discuss best practice standards and
techniques
1
Day
409
Page 349 of 355

Extend introductory DES course concepts
Leverage
g knowledge
g g
gained through
g on-the-job
j DES
experience
Provide functionality extensions to enhance accuracy of
simulation
Simulation Patterns Library
Empirical Stream Generator
Create
C t models
d l that
th t more accurately
t l mimic
i i specific
ifi
business behaviours
Utilize enhanced reporting with simulation log files
1
Day
410

Preparing for a facilitated conversation
The Learning Integration Model
The power of conversations
Establishing
E bli hi the
h scope off discussion
di
i
The facilitator in action
Rat holes & other disruptions

Learning to slow down and debug a conversation
Recognizing mixed messages
Putting all your skills to work in a session
H
How
d
do we know
k
good
d enough
h when
h we see iit?
?
ProVision workshop techniques

Taking what fits for you
2
Days
411
Page 350 of 355
Metastorm Consulting Services

Metastorm Getting Started
Enterprise
E
i M
Modeling
d li Implementation
I l
i
A manageable and successful roll-out of ProVision and enterprise
modeling, leveraging Metastorms experience to save time, money,
and other resources
A customized roadmap to speed your organizations adoption of
enterprise modeling
Refined from Hundreds of Successful ProVision Implementation
p
engagements
412

Expert Assistance to Ensure Project Success
Modeling Expertise
Enterprise
E
t
i A
Architecture
hit t
Business Architecture
Business Transformation
System Requirements Analysis
Metastorm Advantages
Accelerated project structures documented in ProGuide
Metastorms
Metastorm
s Best Practices for Business & System Modeling
Repeatable proven approach
Model-based deliverables
Team consensus via facilitated workshops
Guaranteed results, delivered quickly in ProVision
413
Page 351 of 355

Transferring Metastorms Expertise to your Staff
Objectives
Execute proven modeling approach on a real project
Train a core group of internal consultants
Project Plan
Teach, Do, Teach you to do
Identify candidate projects and participants
Onsite education and training
Management
M
tO
Overview
i
Concept and tool training
Business Modeling Projects
Completed high-quality business models
Mentoring of project team
414

Reference models - to incorporate industry standards
and accelerate results
ProPath Reference Models
ITIM ((based on ITIL))

Supply Chain (SCOR)
Design Chain (DCOR)
Customer Chain (CCOR)
Value Chain (VCOR)
Telecommunication (eTOM)
Finance (Sarbanes-Oxley)
Insurance
ProGuide Methodology
Process Taxonomyy
ProPath Advantages
Enable a quick start to modeling and analyzing your business processes
Use industry Best Practices to improve your current processes
Provide for continuous improvement using industry standard metrics
415
Page 352 of 355
Next Steps Plan

1. _______________________________________________
2. _______________________________________________
3. _______________________________________________
4. _______________________________________________
5. _______________________________________________
6. _______________________________________________
416
Next Steps Plan

7. _______________________________________________
8. _______________________________________________
9. _______________________________________________
10. _______________________________________________
11. _______________________________________________
12. _______________________________________________
417
Page 353 of 355
Suggested Reading on Business Process Modeling

Harmon, Paul, Business Process Change A Managers Guide to Improving,
Redesigning, and Automating Processes, Morgan Kaufmann Publishers, 2003
(method) ****
Welborn, Ralph & Kasten, Vince, Get It Done! A Blueprint for Business
(method) ****
Execution, John Wiley & Sons, Inc. 2006
Sharp, Alec and McDermott, Patrick, Workflow Modeling Tools for Process
Improvement and Application Development,
Artech House, Inc., 2001
(method) ***
Burlton, Roger T., Business Process Management Profiting from Process,
(concept) **
Sams Publishing, 2001
Hammer, Michael and Champy, James, Reengineering the Corporation Revised
Edition: A Manifesto for Business Revolution, Harper Business, 2001 (Original
1993)
(concept) **
Hammer, Michael, Beyond Reengineering: How the Process-Centered
Organization is Changing Our Work and Our Lives,
Harper-Collins, 1996
(concept) ***
Rummler, Geary and Brache, Alan, Improving Performance How to Manage
the White Space on the Organization Chart, Jossey Bass, (Second Edition)
1995, ISBN 0-7879-0090-7
(concept, method) ****
Rummler, Geary, Serious Performance Consulting According to Rummler,
International Society for Performance Improvement, 2004
(concept, method) ****
Manganelli, Raymond L. and Klein, Mark M., The REengineering Handbook - A
Step-by-Step Guide to Business Transformation, Amacom, 1996
(method) **
Champy, James, X-Engineering the Corporation, Warner Business Books, 2002,
ISBN 0-446-52800-5
(concept) **
Page 354 of 355
Suggested Reading on Use Case Modeling and

Unified Modeling Language (UML)
Pender, Tom, UML Bible, Wiley Publishing, Inc., 2003, ISBN 0-7645-2604-9
(examples, standards) ***
Fowler, Martin, UML Distilled (Third Edition), 2004, ISBN 0-201-32563-2
(examples, overview) **
Bittner, Kurt, Use Case Modeling, Addison-Wesley, 2002 (concept, method) ***
Jacobson, Ivar, Object-Oriented Software Engineering: A Use Case driven
Approach, Addison-Wesley, 1992
(concept, method) ***
Jacobson, Ivar, The Object Advantage: Business Process Reengineering With
Object Technology, Addison-Wesley, 1994
(concept, method) **
Setty, Rajesh, Beyond Code (ISBN: 1-59079-102-9) www.selectbooks.com or
www.lifebeyondcode.com. Its a small book, easy read, life is a series of
projectstailored for IT folks who need to see the big picture, be more inclusive,
etc.
Page 355 of 355

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101 Business Process Modelling using ProVision 6.

Powering Enterprise Process Advantage

Business Process Analysis

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

Business Process Analysis Course Objectives

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

Table of Contents - Day One

Case Study Exercise & Summary..24

1999 - 2007 Metastorm, Inc.

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

Table of Contents - Day Two

ProVision Process Modeler...159 163

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

Table of Contents - Day Three

ProVision Dimensions.239 244

Case Study Exercise & Summary..245 252

1999 - 2007 Metastorm, Inc.

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

Table of Contents - Additional Support

102 Enterprise Architecture Modeling

103 Enterprise Architecture Modeling w/DoDAF

201 ProVision Advanced Features

202 Business Data Analysis

205 Process Simulation using DES

301 Process Modeling Workshop

401 Advanced DES with Toolkit

501 Facilitation Skills and ProVision

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

1999 - 2007 Metastorm, Inc.

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

Powering Enterprise Process Advantage

1999 - 2007 Metastorm, Inc.

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

Business Interaction Model

Profiles the Business Domains relationships in the context of

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

Inventories Business Domains, Business Processes and Activities

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

1999 - 2007 Metastorm, Inc.

Powering Enterprise Process Advantage

Visually depicts Business Processs

1999 - 2007 Metastorm, Inc.

Copyright 1999-2008 Metastorm, Inc. All Rights Reserved

101 Business Process Modelling using ProVision 6.0

Powering Enterprise Process Advantage

1999 - 2007 Metastorm, Inc.