Introduction to business

process management

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Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
Unit objectives
After completing this unit, you should be able to:
• Define business process management (BPM)
• List and describe the phases in the BPM lifecycle procedure
• Define process modeling
• Describe playback 0 and the achievements that are reached during this
stage of project development

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Topics
• Business process management (BPM)
• About process modeling
• BPM project development
• About playbacks, specifically playback 0
• The Hiring Requisition process

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 Business process
management (BPM)

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Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
What is BPM?

Comprehensive change management of business processes

that results in continuous process improvement.

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Three themes

Goal System Results

The BPM goal is The BPM system is The BPM expected

efficient and the management of result is process
effective business people-to-people improvement that
processes with work steps, brings about
visibility. system-to-system financial benefits
communications, or and customer and
person-to-system employee
interactions. satisfaction.

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A BPM vision

BPM is the means by which companies

and governments improve their
operations by using internal business
expertise in new, scalable ways.

Improvement is achieved by directly

engaging business people in the design,
definition, and creation of enterprise-
class process applications.

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BPM lifecycle

Multiple
iterations
2

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The modeling phase

• Process discovery and documentation

• Process analysis
• Simulation and adjustment

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 About process modeling

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Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
What is a business process?

Activities

Inputs Outputs

• A set of activities that takes specific inputs and converts them into
specific outputs in a defined, predictable fashion

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What is process modeling?

Activities

Inputs Outputs

Captured in process modeling

• Captures the ordered sequence of the business process tasks or

activities

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Three-phase approach

Process modeling

Business Descriptive Analytical Executable

modeling modeling modeling Deployment
process

Describe the Analyze and Implement

process improve the the process
process

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What is a process model?

A graphical representation, or diagram, of the business process

that is universally understood and easily communicated.

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The right process model development strategy

Developer Business analyst Manager

Administrator Process
participant

Shared model

Systems Events
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 BPM project development

© Copyright IBM Corporation 2014

Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
BPM project components

Process
modeling
Vision
Goals
Descriptive
KPIs and metrics
modeling
Business requirements
Process requirements
Analytical
modeling
Functional requirements
Development requirements Executable
Solution implementation modeling

KPI = Key Performance Indicator

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Project development phases

Project development phases

Development
Definition Test
Three or more
Analysis Validation
business playbacks (iterations)

Deploy

• Definition:
– Discover and define the process
– Analyze the process for improvements, model the process, and set the
process performance measurement criteria
• Development:
– Prepare the process application for deployment by using an iterative
development with three or more playbacks
• Test:
– Validate the process application performance in achieving expected business
process goals in a production user environment
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BPM project teams
• Process sponsor
• Process owner
• BPM project manager or program
manager
• Subject matter experts
– Core process activities
• Core team members
– Analyst
– Developer
– Solution architect
• Administrators
• Facilitators
– Ad hoc member (optional)

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 About playbacks,
specifically playback 0

© Copyright IBM Corporation 2014

Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
Playback iterations

Playback
0

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Playback cycles (themes)

1-3 weeks 6-8 weeks

Definition Development

Descriptive and
analytical Executable modeling
modeling

0 1 2 3 4 5

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Playback 0
• Descriptive modeling
• Analytical modeling
Process
modeling
Vision
Goals
Descriptive
KPIs and metrics
modeling
Business requirements
Playback 0 Process requirements
Analytical
modeling
Functional requirements
Development requirements Executable
Solution implementation modeling

KPI = Key Performance Indicator

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Playback 0: Process discovery (1 of 2)
Discovery map

Process milestones

Process
steps
Contribute

Contribute
Collaborate

Analyst Process owner

• Document the current state of the business process

• BPM analyst, process owner, and BPM project manager
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Playback 0: Process discovery (2 of 2)

Definition
1 - 3 weeks

Descriptive modeling Analytical modeling Validate

Discovery As Is
is model
Model Analysis To be model Final playback

• Process goals • Current state • Refine the • Business data

• Critical success model in current state • KPI and metrics
factors various process model • Business case
• Scoping formats • Added value with estimated
• Process • Captured analysis potential value
capture and information: • Root cause and impact
documentation RACI, SIPOC, analysis • Scope and
and pain • Opportunity effort
points prioritization assessment
• Process • Process model
simulation diagram (BPMN)

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Playback 0: Process analysis

Definition
1 - 3 weeks

Descriptive modeling Analytical modeling Validate

Discovery As Is
is model
Model Analysis To be model Final playback

• Process goals • Current state • Refine the • Business data

• Critical success model in current state • KPI and metrics
factors various process model • Business case
• Scoping formats • Added value with estimated
• Process • Captured analysis potential value
capture and information: • Root cause and impact
documentation RACI, SIPOC, analysis • Scope and
and pain • Opportunity effort
points prioritization assessment
• Process • Process model
simulation diagram (BPMN)

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Playback 0: Iteration

Playback

0
0

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Business data
Process: Business process

Activities

Inputs Outputs

Business data
Task 1

Business data
Task 2

Business data
Task 3

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 The Hiring Requisition
process

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Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.1
Unit summary
Having completed this unit, you should be able to:
• Define business process management (BPM)
• List and describe the phases in the BPM lifecycle procedure
• Define process modeling
• Describe playback 0 and the achievements that are reached during this
stage of project development

© Copyright IBM Corporation 2014

Checkpoint questions
1. True or False?
Playbacks are based on a waterfall methodology.
2. True or False?
When defining the business data model for a process model, BPM
teams look at the process as a whole.
3. What are the four phases of the IBM Business Process Manager
lifecycle?
A. Design, Test, Action, and Deploy
B. Design, Modeling, Execution, and Optimization
C. Design, Modeling, Execution, and Monitor
4. What are the four stages of playback 0?
A. Requirements, Document, Build, and Refine
B. Requirements, Design, Build, and Test
C. Capture, Design, Map, and Test
D. Capture, Document, Map, and Refine
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Checkpoint answers
1. False. Playbacks are based on an agile methodology.
2. True.
3. B: Design, Modeling, Execution, and Optimization
4. D: Capture, Document, Map, and Refine

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