case management & cmmn - talk at jax 2015
TRANSCRIPT
Hallo!
Bernd Rücker
Co-Founder of camunda> 10+ years experience
with workflow and Java EE
Camunda
Open Source BPM PlatformBased in Berlin + San
FranciscoNo Venture Capital
~ 30 people - growing
Operatives Prozessmodell im POC**POC = Proof of Concept
Prozessmodell vereinfacht
+ + +
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Prozessautomatisierung
Ergebnis trif f t auf Realität
“Ich weiß noch gar nicht ob wir ein Gutachten brauchen – das entscheidet Herr Müller später wenn wir das Rating haben
“Oh – Boni-Unterlagen müssen wir übrigens erneut anfordern wenn sich während der Prüfung neue Informationen ergeben –z.B. über die Presse.
“Ab und zu merken wir beim Erstellen des Ratings dass dies doch nicht notwendig ist.
“Die Reihenfolge wird übrigens sowieso nicht immer eingehalten…
Jetzt gibt es zwei Möglichkeiten
1.Hier arbeiten „Knowledge
Worker“
2.Hier fehlt es an Disziplin
Published by OMG in May 2014 as the BPMN-equivalent for „Cases“
„Activities that are not so predefined and repeatable, but instead depend on evolving circumstances and ad hoc decisions by knowledge workers regarding a particular situation”
Typical Use Cases:
−application and claim processing in insurance
−patient care and medical diagnosis in healthcare
−exception handling, e.g. problem resolution in call centers, invoice discrepancy handling, data validation errors, …
See http://www.omg.org/spec/CMMN/1.0/
Camunda shipped CMMN 1.0 implementation with 7.2
CMMN
Der „Fall“ Kreditüberwachung in CMMN*
Case (Fall)
Stage (Phase)
Milestone(Meilenstein)
Sentry(Wächter)
Task(Aufgabe)
* Case Management Model and NotationVersion 1.0 – Mai 2014
Example: Underwriting
* Not (yet) defined by BPMN standard – vendor extension
Do it in BPMN?
There are workarounds – but this is hard to model in BPMN. You need more flexibility for
the „Knowledge Worker“
It is hard to give a stable ordering of the tasks! Flexibility needed.
100 % standardized –no flexibility needed
Underwriting as CMMN
CMMN explained
Human Task –automatically
activated
Process Task –manuallyactivated
Milestone
Sentry – controls ifthe Milestone is
reached
Sentry – controls ifthe User Task is
enabled
Connector – tovisualize
dependencies(no sequence flow!)
CMMN can call BPMN
* Defined by CMMN standard
CMMN can be best explained via UI
Example UI for Case Instance
Task Form – to workon Human Task and
see context from case
Case Context (couldshow or link more
information)
Case Activities –provided by engine,
correspond to lifecycle
Task Lifecycle
Lifecycle Mapped on UI
not shown!
Demo
Source code available:
https://github.com/camunda/camunda-consulting/tree/master/showcases/underwriting
CMMN might be more complex (and powerful)
Sentry might takedata (variables)
into account.A stage is one„phase“ in the
case.
Exit Criterias canmark results of a
case.
By the way…
We are currentlyworking on DMN
(Decision Model andNotation).
Can be used in BPMN or CMMN (orstandalone).
Rot & Blau
Quelle: Gerhard Wohland - Denkwerkzeuge der Höchstleister, Murmann 2007
Structured vs. Unstructured work
Unstructured ProcessesNonroutine Work
Structured ProcessesRoutine Work
Typical patterns
Preparation ProcessingEvaluation or
Decision(by expert)
e.g. scanning, validating, storingmaster data, loadingadditional data orquerying services, …
e.g. creatingpolicy/order/..., provisioning, sendingletters, billing, ...
Automated Processing
ExecptionHandling
e.g. manual processing, correcting data and continueautomated processing, callingcustomer to discuss, ...
Existant…
Nonroutine Creative Work
Interessting topics to look at in future: Adaptive Case Management, Process Mining, …
But does itscale?
Also: Dunkelverarbeitung
Question of maturity
End-to-End Process
End-to-End Process
somereamining
manual work
GOAL(in 10 years)
NOW
AutomatedSnippet
AutomatedSnippet
Use the right tool for the job!
Unstructured ProcessesNonroutine Work
Structured ProcessesRoutine Work
BPMN (+ Extensions)
CMMN
Aufgaben-Management (flexibel)
BPM & camunda BPM Vision
Workflows Cases Decisions
DMN
Adaptive
Case
Management
(ACM)
damn it – BPM getsboring – let‘s coin
another term!
Type (level ofadaptivity)
Systems / languages / means
Example
Adaptive Ontologies, Semantic models, ObACM (‘ontology based ACM’)
Learning knowledge, inference of results rather than static queries, changes on the fly to activities, addition of new activities, changes to data structures, one (NON IT centric) vocabulary
Guiding Analytics in ACM decision dashboard, integration of statistical means (e.g. R), Collaborative Decision Making (CDM), Social BPM
Others have done ABC in your current context, rules bases reasoning, sharing of knowledge across contexts. ACM engine suggest best next steps; user picks one, rules / statistic framework integration. Still finite set of a priori defined activities (known already at design time).
Dynamic BPMN / workflow engine / ACM
More dynamic workflows. Typically using features like events in BPMN or like business rules for gateway logic. Often list of possible steps is dynamically read from external places, like Excel sheet. First ACM engines address this. Finite set of a priori defined activities (known already at design time),
Predefined BPMN / workflow engine Static workflows – a priori defined activities (all known during process design), static, changeable through IT only.
Grad der Adaptivität
Quelle: Hajo Normann, Clemens Utschig-Utschig, Jürgen Kress, Torsten Winterberg in „Thriving on Adaptability: Best Practices for Knowledge Workers”
Das ist eigentl. ACM
und das funktioniertschon heute
CMMN
Vielen Dank – Fragen? Sprecht uns an – am camunda Stand!