‫مهندس ی مجدد فرآیندهای تجاری‬
:‫بخش سوم‬
‫مدیریت منابع فرآیند‬
Workflow Resource Management
/faculteit technologie management
PN-1
Workflow management concepts
A workflow definition is composed out of three parts:
• process definition:
a description of the process itself
• resource classification:
a classification of the resources to be used
• resource management rules:
how to map work onto resources
2
Why?
• Avoid hard coding or resources
(otherwise the process needs to be
changes in case of personel
changes).
• Organizations have structure (cf.
organigram).
• Work distribution needs to be
described: Who is doing what?
• Ordering of work items: In what
order do we need to do things?
Wil
Pete
3
4
5
6
7
8
9
Example: 8 resource classes
Eindhoven
Purchase
Kees
Pim
Sales
groups
Office_worker
roles
Koos
Mies
Truus
Amsterdam
Sjaak
Ivone
Ad
Kevin
Secretary
Jan
Manager
Anita
Frank
Sales_clerk
10
Example: 8 resource classes
Eindhoven
Purchase
Kees
Pim
Sales
groups
Office_worker
roles
Koos
Mies
Truus
Amsterdam
Sjaak
Ivone
Ad
Kevin
Secretary
Jan
Manager
Anita
Frank
Sales_clerk
11
Resource classes
• Resource
(participant, actor, user, agent)
A resource can execute certain tasks for certain cases.
Human and/or non-human (printer, modem): limited capacity.
• Resource class
A set of resources with similar characteristic(s).
A resource class is typically based on:
• Role
(skill, competence, qualification)
Classification based on what a resource can do.
• Group
(department, team, office, organizational unit)
Classification based on the organization.
12
Organigram TU/e
groups
Possible roles: student, professor, programmer
13
UFO: Roles TU/e
14
15
Convention
used in this
course
R,G
• Each task
executed by a
resource
(worker) is
labelled with one
role and one
goup.
R
G
16
Insurance company
• Insurance company X processes claims which result from
traffic accidents with cars where customers of X are
involved in. Therefore, it uses the following procedure for
the processing of the insurance claims.
• Every claim, reported by a customer, is registered by an
employee of department CD (CD = Car Damages). After
the registration of the claim, the insurance claim is
classified by a claim handler of rank A or B within CD.
There are two categories: simple and complex claims.
• For simple claims two tasks need to be executed: check
insurance and phone garage. These tasks are independent of
each other.
17
Insurance company (2)
• The complex claims require three tasks to be executed:
check insurance, check damage history and phone garage.
These tasks need to be executed sequentially in the order
specified.
• Both for the simple and complex claims, the tasks are done
by employees of department CD. After executing the two
respectively three tasks a decision is made. This decision is
made by a claim handler of rank A and has two possible
outcomes: OK (positive) or NOK (negative).
• If the decision is positive, then insurance company X will
pay. An employee of the finance department handles the
payment. In any event, the insurance company sends a
letter to the customer who sent the claim. An employee of
the department CD writes this letter.
18
Solution (only control flow)
begin
AND_split
register
c2 phone_garage
c5
AND_join
c8
simple
c1
classify
complex
check_insurance
OK
pay
c3 check_insurance
c6
c4 check_history
c7 phone_garage
c9
decide
end
not_OK
send_letter
19
Roles and groups
The following roles are identified:
• Employee
(E)
• Claim handler
(CH)
• Claim handler A
(CHA)
• Claim handler B
(CHB)
The following groups are identified:
• Car Damages Department (CD)
• Finance Department
(FN)
CD
CHA
CH
CHB
FN
E
20
CD
CH
FN
Resulting model
begin
E, CD
CHA
CHB
E
E, CD
AND_split
register
CH, CD
c1
c2 phone_garage
c5
AND_join
E, CD
c8
simple
classify
E, CD
complex
check_insurance
c3 check_insurance
E, CD
c4 check_history
c6
E, CD
c7 phone_garage
E, FN
OK
decide
pay
c9
E, CD
end
CHA, CD
not_OK
send_letter
21
Complaints handling
• Each year travel agency Y has to process a lot of
complaints (about 10.000). There is a special
department for the processing of complaints
(department C). There is also an internal department
called logistics (department L) which takes care of the
registration of incoming complaints and the archiving
of processed complaints. The following procedure is
used to handle these complaints.
22
Complaints handling (2)
• An employee of department L first registers every
incoming complaint. After registration a form is sent to
the customer with questions about the nature of the
complaint. This is done by an employee of department
C. There are two possibilities: the customer returns the
form within two weeks or not. If the form is returned,
it is processed automatically resulting in a report which
can be used for the actual processing of the complaint.
If the form is not returned on time, a time-out occurs
resulting in an empty report. Note that this does not
necessarily mean that the complaint is discarded. After
registration, i.e., in parallel with the form handling, the
preparation for the actual processing is started.
23
Complaints handling (3)
• First, the complaint is evaluated by a complaint manager of
department C. Evaluation shows that either further processing is
needed or not. Note that this decision does not depend on the form
handling. If no further processing is required and the form is
handled, the complaint is archived. If further processing is
required, an employee of the complaints department executes the
task ‘process complaint’ (this is the actual processing where
certain actions are proposed if needed). For the actual processing
of the complaint, the report resulting from the form handling is
used. Note that the report can be empty. The result of task
´process complaint´ is checked by a complaint manager. If the
result is not OK, task ´process complaint´ is executed again. This
is repeated until the result is acceptable. If the result is accepted,
an employee of the department C executes the proposed actions.
After this the processed complaint is archived by an employee of
department L.
24
Solution (only control flow)
time_out
send_form
c3
end
complaint
c9
c1
archive
process_form
register
c2
c7
evaluate
execute
c8
c4
process
c6
check
25
Roles and groups
The following roles are identified:
DC
• Employee
(E)
• Complaint manager (CM)
The following groups are identified:
• Department C
(DC)
• Logistics department (LD)
CM LD
E
26
DC
CM LD
Resulting model
E
E,DC
send_form
time_out
c3
E,LD
E,LD
end
complaint
c1
c9
CM,DC
archive
E,DC
process_form
register
c7
CM,DC
evaluate E,DC
c2
execute
c8
c4
process
c6
check
27
Assumptions so far ...
• Eventually every work-item is executed by a single
resource.
• Every resource is working on one activity at the same time.
Some observations:
• There may be a need to further limit the set of resources
(e.g., the 4 eyes principle), i.e., we need to be able to specify
further constraints.
• There may be many resources that have the right role/group
combination, i.e., work distribution is needed.
• There may be many work items that can be executed by the
same resource at a given point in time, i.e., work items need
to be ordered.
28
Further constraints
E,DC
send_form
time_out
c3
if compensation > 1000
euro
then role := manager
else role := employee
E,LD
E,LD
end
complaint
c1
c9
CM,DC
archive
E,DC
process_form
register
c7
CM,DC
evaluate E,DC
c2
execute
c8
c4
=
process
c6
=
check
29