WebSphere Business Modeler for Business Process Management Training

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

Introduction Course Outline

Topics
	The primary objective of this course is to provide information on these areas: Introduction to Business Process Modeling IBM Tools for BPM Using WebSphere Business Modeler Advanced edition Introduction to Service Oriented Analysis and Design Business Process Modeling Methodology Business Process Execution Language (BPEL) and Flow Definition Language (FDL) Model Elements Process Modeling Process Simulation Analyzing Process Models and Simulations Creating queries and reports Exporting Models Publishing Projects Versioning Projects Business Metric Measurement

What you will learn
	After completing this course, the student should be able to: Understand the need for Business Process Modeling Learn to use WebSphere Business Modeler to create Business Models Understand the basics of Service Oriented Analysis and Design and relate it to Business Process Models Model business processes Analyze Business Models Perform various activities such as querying and reporting associated with business process models Add Key Performance Indicators to a Business Model

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

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

Duration
	Five days.

Lab Setup Guide

Outline for WebSphere Business Modeler for Business Process Management Training

1. Introduction to Business Process Management
	Objectives What is BPM? Business Process Management Process Maturity 1/2 Process Maturity 2/2 What is a Business Process? Further Qualifying BPM The Process-centric Organization When and Why Conduct BPM? BPM Business Cases Key Roles and Responsibilities People and Process BPM Framework Framework Foundation Framework Phases 1/4 Framework Phases 2/4 Framework Phases 3/4 Framework Phases 4/4 Service Oriented Architecture BPM + SOA Tightly Coupled Enterprise Breaking the Silos Summary 1/2 Summary 2/2

2. Introduction to Process Modeling
	Objectives What Is A Business Process? Business Process Management Business Process Modeling Process Modeling Advantages Process Components 1/2 Process Components 2/2 What s a Service? SOA and Business Process Process Modeling and SOA From Ad-hoc to Formalization Process-centric Organizations The Value of Process-Centricity Process Maturity CMMI Levels 0-2 CMMI Levels 3-5 Key Tasks in Process Modeling Roles and Responsibilities 1/2 Roles and Responsibilities 2/2 Process Modeling Standards Summary

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

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

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

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

7. The Preparation Phase
	Objectives Understand the Organization Organization Model Key Business Processes Preparing for a Project Step 1: Identify the Stakeholders Getting Stakeholder Buy-in Step 2: Identify the Processes to Model Process Identification Guidelines Step 3: Identify the Needs and Motivations Behind the Project Project Motivations Define Project Goals Modeling with Goals Step 4: Define Process Scope Define the Scope of Visibility Step 5: Create a Project Plan Summary

8. Modeling the As-is Process
	Objectives Introduction Conduct Discovery Workshops Interview Questions How Much Detail? Gather the Process Metrics What Metrics to Gather? 1/2 What Metrics to Gather? 2/2 Business Process Use Cases Return Handling Use Case Information Modeling Business Items Identify Quick Wins Deliverable Check List Risks of this Phase 1/2 Risks of this Phase 2/2 Where to Go From Here? Summary

9. Model Element - Basic
	Introduction Business Item Business Item Instance Business Item Templates Internal Representation of Business Items Data Catalog Creating Business Item Template Creating Business Item Creating Business Item Instance Advanced Editing Notification Example Creating a Notification

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

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

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

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

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

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

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

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

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

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

20. Managing and Measuring a Process
	Objectives Managing a Process The Manager's Role Planning for the Process Control the Process Process Measures Organizational Hierarchy Measures Process Hierarchy Measures Balanced Scorecard KPI Design Modeling KPI More KPI Types Alerts Summary

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

22. Advanced Process Modeling
	Objectives Introduction Asynchronous SOA SOA Callbacks ... Callback Example Additional Uses of Callbacks Non-Blocking Calls in SOA Parallel Activity One-Way Non-Blocking Calls Assured Delivery BPEL Events Handling Event Handler Details 1/2 Event Handler Details 2/2 Introduction Error Handling in a Service Designing Faults Error Handling in a Process Fault Handler Fault Handler Example Raising Faults in a Process Compensation Example Compensation Compensation Handler Compensation Guidelines Summary

Outline for WebSphere Business Modeler for Business Process Management Training

1. Introduction to Business Process Management

2. Introduction to Process Modeling

3. IBM Tools for BPM

4. Using WebSphere Business Modeler

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

6. SOA Case Study

7. The Preparation Phase

8. Modeling the As-is Process

9. Model Element - Basic

10. Process Modeling - Basic

11. Advanced Model Elements

12. Advanced Process Modeling

13. Modeling the Optimized Processes

14. Process Simulation

15. Analyzing Process Models and Simulations

16. Querying, Reporting and Printing

17. Exporting Models

18. Publishing a Project

19. Versioning Projects

20. Managing and Measuring a Process

21. Business Metric Measurement

22. Advanced Process Modeling