ARIS Design Platform

ARIS Design Platform

-

English

Description

At the end of the 1980s, Professor August-Wilhelm Scheer developed ARIS as a meta-model for organisational modelling and to provide a procedural model for recording, analysis and optimisation of business processes and their implemen- tion in software systems. In 1993, IDS Scheer released ARIS Toolset; the first version of the ARIS modelling software based upon the ARIS methodology. Today, the ARIS Platform is confirmed by the Gartner Group (2001) and Forrester Research (2006) as the worldwide market leader in business process modelling and BPM software. The Platform consists of more than 20 different products covering the whole BPM lifecycle from business process strategy, to process design and through process implementation to process controlling. The ARIS products and the ARIS method are also delivered through strong partn- ships with companies such as SAP or Oracle. This success shows that IDS Scheer is always aligned to the wishes and requirements of our customers and partners.

Subjects

Informations

Published by
Published 15 May 2007
Reads 5
EAN13 9781846286131
License: All rights reserved
Language English
Report a problem
Contents
Acknowledgements ............................................................................................. xvii
Foreword .............................................................................................................. xix
Chapter 1An Introduction to BPM ............................................................. 11.11Brief History of Business Process Management .................................... 1.1.11The Need for Business Value ........................................................ 1.1.21The Production Line ...................................................................... 1.1.3........................................................ 2The Process is Your Business 1.1.4Business Process Re-engineering .................................................. 21.1.5The Growth of IT ........................................................................... 41.1.64Today’s Process Challenges .......................................................... 1.26Realising Business Process Management............................................... 1.2.17Business Process Strategy Phase ................................................... 1.2.2Business Process Design Phase ..................................................... 91.2.39Business Process Implementation Phase ....................................... 1.2.4Business Process Controlling Phase ............................................ 11
Chapter 2.......................................... 13Introduction to the ARIS Platform 2.113Business Process Management with ARIS........................................... 2.2The Strategy Platform........................................................................... 152.2.1ARIS Balanced Scorecard (BSC) ................................................ 152.2.2............................................................ 15ARIS Business Optimizer 2.3The Design Platform............................................................................. 162.3.116ARIS Toolset ............................................................................... 2.3.216ARIS Easy Design ....................................................................... 2.3.3ARIS Web Publisher.................................................................... 172.3.417ARIS Business Designer.............................................................. 2.3.5ARIS Business Architect ............................................................. 182.3.6............................................................. 18ARIS Business Publisher 2.3.7ARIS Simulation.......................................................................... 192.4The Implementation Platform............................................................... 192.4.120ARIS for SAP NetWeaver ........................................................... 2.4.2.................................................................... 20ARIS SOA Designer 2.4.3................................................................... 20ARIS UML Designer 2.5The Controlling Platform...................................................................... 212.5.1ARIS Process Performance Manager .......................................... 212.5.2ARIS Audit Manager ................................................................... 212.622What’s in this Book .............................................................................. 2.7How to Use this Book........................................................................... 23
viii
2.82.9
Contents
For New Users of ARIS Business Designer......................................... 24For ARIS Toolset and ARIS Easy Design Users ................................. 25
Chapter 3The Basics of Process Modelling with the ARIS Design Platform ...................................................................................... 273.1The ARIS Concept................................................................................ 273.1.1Why Use a Framework? .............................................................. 273.1.2What is a Model? ......................................................................... 293.1.3The ARIS House.......................................................................... 293.1.4ARIS as a Method for Business Modelling ................................. 333.2Business Process Modelling with the ARIS Design Platform ............. 363.2.1Typical Scenarios for Using the ARIS Design Platform............. 363.2.2Servers, Databases and Models ................................................... 373.2.3Objects, Occurrences and Relationships ..................................... 393.2.4Attributes and Properties ............................................................. 403.2.5Modelling Conventions with Method Filters and Templates ...... 423.2.6A Model is Not Just a Picture ...................................................... 443.2.7Major Features of the ARIS Design Platform ............................. 443.3Conventions Used in this Book ............................................................ 47
Chapter 4Business Process Architecture with ARIS............................... 494.1The Need for a Business Process Architecture .................................... 494.2Definition of a Business Process Architecture ..................................... 504.3Architecture as a Necessary Implementation Infrastructure ................ 514.4Typical Models in a Business Process Hierarchy ................................ 514.4.1The Process View ........................................................................ 534.4.2The Organisation View................................................................ 564.4.3The Data View ............................................................................. 574.4.4The Function View ...................................................................... 594.4.5........................................................... 60The Product/Service View
Chapter 5Getting Started with Your First Model ................................... 615.1................................................................................... 61Let’s Get Started 5.1.1................................................................ 61ARIS Business Servers 5.1.2Opening ARIS Business Designer............................................... 625.1.3Opening ARIS Business Architect .............................................. 665.1.4Menus and Toolbars .................................................................... 675.2Starting Modelling ................................................................................ 685.2.1........................................................ 68The ARIS Designer Module 5.2.2Adding Objects ............................................................................ 695.2.3Saving Your Model...................................................................... 705.2.4Placing and Connecting Objects .................................................. 715.2.5Process Flows and Decisions....................................................... 725.2.6Other Object Types...................................................................... 745.3....................................................... 75Viewing and Printing Your Model 5.3.1Model Layout............................................................................... 75
Contents
ix
5.3.276Zoom and Scaling ........................................................................ 5.3.3.................................................................... 77Printing Your Model 5.478Finishing Off......................................................................................... 5.4.1Closing Your Model .................................................................... 785.4.2Closing ARIS ............................................................................... 79
Chapter 6More About the ARIS Interface ............................................... 816.1The ARIS Modules ............................................................................... 816.282ARIS Home Page.................................................................................. 6.3Explorer Module ................................................................................... 836.3.1Navigation Bar ............................................................................. 846.3.2Information Tabs.......................................................................... 866.3.3Using Explorer ............................................................................. 866.4Designer Module .................................................................................. 876.4.1Designer Window ........................................................................ 886.4.289Symbols Bar................................................................................. 6.4.3Navigation and Properties............................................................ 896.4.491The Matrix Editor ........................................................................ 6.4.592Administration Module................................................................ 6.4.693The Script Editor.......................................................................... 6.5Menus and Toolbars ............................................................................. 946.5.194Main Menu................................................................................... 6.5.2Toolbars ....................................................................................... 956.5.3Filters and Checkboxes ................................................................ 966.5.497Right-Click Menus....................................................................... 6.5.597Menu Icons................................................................................... 6.6Properties and Attributes ...................................................................... 986.6.1ARIS Properties ........................................................................... 986.6.299ARIS Attributes ........................................................................... 6.7102ARIS Options...................................................................................... 6.8................................................................................. 103How to Get Help 6.8.1103ARIS Topics............................................................................... 6.8.2............................................................................. 104ARIS Method 6.8.3Context-sensitive Help............................................................... 104
Chapter 7............................................ 105The Event-driven Process Chain 7.1Introduction......................................................................................... 1057.2The EPC Objects................................................................................. 1057.2.1Events......................................................................................... 1057.2.2Functions.................................................................................... 1077.3The Event-driven Process Chain ........................................................ 1077.3.1Naming Events in the EPC ........................................................ 1087.3.2....................................................................... 110Why Use Events? 7.4...................................................................... 112Rules and Process Flow 7.4.1Rules .......................................................................................... 112
x
Contents
7.5Decisions ............................................................................................ 1137.5.1Modelling Decisions .................................................................. 1137.5.2Decision Rules ........................................................................... 1147.5.3Joining Decision Paths............................................................... 1157.5.4........................................................ 117Do-nothing Decision Paths 7.6Parallel Paths ...................................................................................... 1187.7Triggers............................................................................................... 1197.7.1Basic Triggers ............................................................................ 1197.7.2....................................................................... 120Multiple Triggers 7.8Loops .................................................................................................. 1217.9Horizontal or Vertical Layout?........................................................... 1227.10Putting it All Together ........................................................................ 1247.10.1The Rules for Modelling in an EPC .......................................... 124
Chapter 8ARIS Explorer Module ........................................................... 1278.1Introduction ........................................................................................ 1278.2Explorer Window ............................................................................... 1278.2.1Navigation Bar ........................................................................... 1288.2.2Information Tabs ....................................................................... 1288.2.3Explorer Toolbar........................................................................ 1288.2.4Explorer Filters .......................................................................... 1298.2.5Left-Click Operations ................................................................ 1298.2.6.............................................................. 129Right-Click Operations 8.3The Navigation Bar ............................................................................ 1308.4The ARIS Network of Servers ........................................................... 1328.4.1...................................................... 132Connecting to a New Server 8.4.2Using a Networked Server......................................................... 1328.4.3The LOCAL Server ................................................................... 1338.4.4Databases ................................................................................... 1338.4.5Database Usernames and Passwords ......................................... 1348.4.6Logging Off a Database............................................................. 1378.4.7Method Filters............................................................................ 1378.5The Information Tabs ......................................................................... 1398.5.1Groups........................................................................................ 1408.5.2Models, Objects and Occurrences ............................................. 1418.5.3Attributes and Properties ........................................................... 1428.5.4.............................................. 143Names, Identifiers and the GUID 8.6ARIS Explorer Commands................................................................. 1448.6.1New Item Commands ................................................................ 1448.6.2Open Model ............................................................................... 1468.6.3Find ............................................................................................ 1478.6.4............................................................................ 147Model History 8.6.5Copy, Cut and Paste Commands ............................................... 1478.6.6Move Commands....................................................................... 1508.6.7Rename ...................................................................................... 1518.6.8Refresh ....................................................................................... 151
Contents
8.6.98.6.10
 xi
Change Password ....................................................................... 151Backup and Restore ................................................................... 152
Chapter 9ARIS Designer Module............................................................ 1539.1Introduction......................................................................................... 1539.2Creating and Opening Models ............................................................ 1539.2.1153Creating New Models ................................................................ 9.2.2153Opening Existing Models .......................................................... 9.2.3Saving and Closing .................................................................... 1549.3........................................................................ 155The Designer Window 9.3.1Modelling Window .................................................................... 1559.3.2Designer Toolbar ....................................................................... 1569.3.3156Left-Click Operations ................................................................ 9.3.4Right-Click Operations .............................................................. 1569.3.5Tooltips ...................................................................................... 1579.3.6157Designer Checkboxes ................................................................ 9.3.7157Symbols Bar............................................................................... 9.3.8Navigation Bar ........................................................................... 1589.3.9158Properties Bar............................................................................. 9.4159Adding and Naming Objects .............................................................. 9.4.1160Using the Symbols Bar .............................................................. 9.4.2Selecting and Placing an Object ................................................ 1629.4.3162Renaming an Object................................................................... 9.4.4Adding Multiple Objects ........................................................... 1629.5Re-using Objects................................................................................. 1629.5.1163Using an Existing Object by Name............................................ 9.5.2Copy and Paste an Existing Object............................................ 1649.5.3Drag and Drop from the Explorer Tree ..................................... 1649.6164Connecting Objects............................................................................. 9.6.1165Connection Mode....................................................................... 9.6.2Connection Types and Direction ............................................... 1669.6.3Quick Drawing of Connections ................................................. 1689.6.4Place and Connect...................................................................... 1689.6.5Place and Connect of Multiple Objects ..................................... 1699.6.6170Nested Objects ........................................................................... 9.6.7171Displaying Connection Types.................................................... 9.7................................... 172Selecting, Moving, Sizing and Deleting Items 9.7.1Selecting Multiple Items ............................................................ 1729.7.2Right-Click Item Selection ........................................................ 1729.7.3Moving Objects.......................................................................... 1739.7.4Resizing Objects ........................................................................ 1739.7.5Moving Connections.................................................................. 1749.7.6174Aligning Connections ................................................................ 9.7.7175Deleting Objects......................................................................... 9.7.8Undo and Redo .......................................................................... 175
xii
Contents
Chapter 10Model Appearance................................................................... 17710.1Changing the Model Appearance ....................................................... 17710.2Zooming and Scaling.......................................................................... 17710.2.1Model Overview Window ......................................................... 17710.2.2View and Zoom Commands ...................................................... 17810.3Model Appearance Properties ............................................................ 17910.3.1Representation ........................................................................... 18010.3.2Connections ............................................................................... 18210.3.3Print............................................................................................ 18310.3.4Grid ............................................................................................ 18410.4Object Appearance ............................................................................. 18510.5Connection Appearance...................................................................... 18610.6Model Layout ..................................................................................... 18810.6.1The Model Grid ......................................................................... 18810.6.2Aligning Objects ........................................................................ 19010.6.3Arrange Object Order ................................................................ 19110.6.4Grouping .................................................................................... 19110.6.5Automatic Model Layout........................................................... 19110.6.6Part Layout................................................................................. 19510.6.7Insert and Remove Space........................................................... 19510.7Templates............................................................................................ 19610.7.1Introduction................................................................................ 19610.7.2Creating a Template................................................................... 19610.7.3............................................... 197Applying a Template to a Model 10.7.4Setting the Current Model Template ......................................... 197
Chapter 11Objects and Relationships....................................................... 19911.1Introduction ........................................................................................ 19911.2Types and Instances............................................................................ 19911.3Making Resource Allocations ............................................................ 20011.3.1Connecting Objects.................................................................... 20011.4Resource Objects ................................................................................ 20311.4.1Organisation............................................................................... 20311.4.2Application Systems .................................................................. 20611.4.3Data ............................................................................................ 20811.4.4Information Carriers .................................................................. 21311.4.5Knowledge ................................................................................. 21611.4.6Resource..................................................................................... 21911.4.7Relationships.............................................................................. 21911.4.8Business Environment ............................................................... 22011.5Putting it All Together ........................................................................ 22211.5.1The Function as a Transformation............................................. 22311.5.2Using Libraries of Resource Objects......................................... 22411.6Viewing Relationships........................................................................ 22511.6.1Graphical Representation........................................................... 22511.6.2The Type Attribute .................................................................... 225
Contents
xiii
11.6.3226Attribute Placement ................................................................... 11.6.4226Relationships Display ................................................................ 11.6.5ARIS Reports ............................................................................. 22711.7227Function Allocation Diagrams............................................................
Chapter 12Model Assignments and the Function Allocation Diagram . 22912.1Model Assignments ............................................................................ 22912.1.1The Relationship Between an Object and a Model ................... 22912.2Creating Model Assignments ............................................................. 23012.2.1Create and Assign a Model ........................................................ 23012.2.2232Assigning an Existing Model..................................................... 12.2.3232Drag and Drop Assignments...................................................... 12.2.4Hide Assignments ...................................................................... 23312.3Viewing and Opening Model Assignments........................................ 23312.3.1.................................................... 234The Assignments Dialog Box 12.3.2The Assignment Icon ................................................................. 23412.3.3The Assignments Tab ................................................................ 23512.4......................................................................... 236Deleting Assignments 12.5.................................................. 236Model Structure Using Assignments 12.6The Lean EPC..................................................................................... 23812.7239Function Allocation Diagrams............................................................ 12.7.1240Create and Assign a New FAD.................................................. 12.7.2Assigning an Existing FAD Model............................................ 24112.8242Show/Hide Assignments..................................................................... 12.8.1...................................................................... 242Hide Assignments 12.8.2Show Assignments..................................................................... 244
Chapter 13Modelling your Business Structure ........................................ 24513.1The Need for Structure ....................................................................... 24513.2245Horizontal and Vertical Structures ..................................................... 13.3249Horizontal Structure............................................................................ 13.3.1Segmentation.............................................................................. 24913.3.2249Linking Models Using Events ................................................... 13.3.3............................................ 250Using the Process Interface Object 13.3.4252Rules for Horizontally Segmenting Models .............................. 13.3.5Segmenting Existing Models ..................................................... 25213.3.6Combining Segmented Models.................................................. 25613.4Vertical Structure................................................................................ 25613.4.1Hierarchical Decomposition ...................................................... 25613.4.2258Creating Hierarchy Through Model Assignments..................... 13.4.3Decomposing Functions with EPCs .......................................... 25913.4.4263Sub-process with Complex Triggers and Outcomes ................. 13.4.5266Assignment Relationships.......................................................... 13.5267Benefits and Drawbacks to Hierarchical Modelling .......................... 13.5.1267Theoretical Issues with Hierarchical Modelling........................
xiv
Contents
13.6.................................................... 269Modelling at the Conceptual Layer 13.6.1The Value Added Chain Diagram ............................................. 26913.6.2................................................ 270The EPC as a High-level Model 13.7Vertical Views of the Hierarchy......................................................... 27213.7.1The Function Hierarchy and the Function Tree......................... 27213.7.2Decomposing Events with the Event Diagram.......................... 27313.7.3Model Linking with Decomposed Events ................................. 275
Chapter 14ARIS Properties and Attributes ............................................. 27714.1Introduction ........................................................................................ 27714.2ARIS Properties .................................................................................. 27714.2.1Properties Dialog Box................................................................ 27814.2.2Properties Sub-Dialog Boxes..................................................... 28014.2.3Properties Bar ............................................................................ 28414.3ARIS Attributes .................................................................................. 28514.3.1The Attributes Window ............................................................. 28614.3.2........................................................ 287Attributes Column Display 14.3.3Editing Attributes....................................................................... 28914.3.4.......................................................... 290Saving Attribute Changes 14.3.5..................................................................... 290The Attributes Tab 14.3.6Attributes Dialog Box................................................................ 29214.4............................................................................ 293Attribute Placement 14.4.1Object Attribute Placement........................................................ 29314.4.2Connection Attribute Placement................................................ 29614.4.3Moving Attribute Placements .................................................... 29714.4.4Inserting Model Attributes......................................................... 29814.4.5Inserting Free-form Text............................................................ 29914.5Special Attributes ............................................................................... 30014.5.1System Attributes and Links...................................................... 30014.5.2........................................................................... 302User Attributes
Chapter 15Definitions, Occurrences and Copies ..................................... 30515.1Occurrences and Definitions .............................................................. 30515.2Copying Objects ................................................................................. 30615.2.1......................................................... 306Object Occurrence Copies 15.2.2Object Definition Copies ........................................................... 30915.2.3Object Variant Copies................................................................ 31015.2.4................................................................... 310Object Master Copy 15.2.5Object Shortcuts......................................................................... 31115.3Copying Models ................................................................................. 31215.3.1Model Copy ............................................................................... 31215.3.2Model Definition Copies ........................................................... 31315.3.3Model Variant Copy .................................................................. 31415.3.4Model Shortcuts......................................................................... 31815.4................................ 318Viewing Occurrences, Definitions and Variants 15.4.1..................................................... 318Viewing Object Occurrences
Contents
15.4.215.4.315.4.4
 xv
Viewing Object Definitions ....................................................... 321Viewing Object Variants ........................................................... 321Viewing Model Variants............................................................ 323
Chapter 16Standardised Modelling with ARIS ....................................... 32516.1............................................................. 325The Need for Standardisation 16.1.1........................................................ 325Benefits of Standardisation 16.1.2Driving Reuse Through Standardisation ................................... 32616.1.3................................................. 326A Common Process Repository 16.1.4Using ARIS to Drive Standardisation........................................ 32616.2............................................................................ 327What to Standardise 16.2.1327Basic Rules for Process Capture and Modelling ....................... 16.2.2A Core Set of Models, Objects and Symbols ............................ 32816.2.3Modelling of Who?, What?, When?, Where?, Why? and How?......................................................................... 32816.2.4Relationships and What They Mean .......................................... 32916.2.5How to Represent Common Scenarios ...................................... 32916.2.6Use of Attributes ........................................................................ 32916.2.7Model Appearance ..................................................................... 33016.2.8330Approaches to Model Linking and Structure............................. 16.2.9Libraries and Reuse ................................................................... 33116.3331Conventions Handbooks and other Standardisation Approaches....... 16.3.1.................................................... 332Formal Standards Documents 16.3.2Guidelines .................................................................................. 33316.3.3334Intranet Help and Support Site................................................... 16.3.4334Sample Databases and Models .................................................. 16.3.5............................................................................ 334Method Filters 16.3.6335Using an ARIS Server................................................................ 16.3.7....................................................... 335Using an ARIS Web Server 16.3.8Object and Model Libraries ....................................................... 33616.3.9Templates ................................................................................... 33616.3.10Training...................................................................................... 33616.3.11336Report Scripts............................................................................. 16.3.12Semantics Checks ...................................................................... 33716.3.13........................................... 337Audits, Reviews and Quality Gates
Chapter 17....................................... 339Roles and Responsibilities for BPM 17.1The Roles and Responsibilities for BPM ........................................... 33917.1.1339Managing Business Process Management................................. 17.1.2The BPM Sponsor...................................................................... 34017.1.3The Head of Business Process Management ............................. 34017.1.4The BPM Steering Committee................................................... 34017.1.5340Business Process Experts........................................................... 17.1.6The BPM Competence Centre ................................................... 34117.1.7The Process Owner .................................................................... 34117.1.8The Process Coordinator............................................................ 342
xvi
Contents
17.1.9The Process Modeller ................................................................ 34217.2Modelling Principles........................................................................... 342
Appendix AFunction Keys and Shortcuts.................................................. 345Function Keys................................................................................................. 345ARIS Designer Navigation and Selection Keys............................................. 346Attributes Table Navigation and Selection Keys ........................................... 348
Glossary............................................................................................................... 349
Subject Index ...................................................................................................... 353