Front Cover

Process Modeling Style

Copyright Page

Dedication and Thanks

Author’s Information

Contents

Abstract

Introduction

I.1 Why a Style Book on Process Modeling?

I.2 A Lot of People Just Are Not “Process People”

I.3 The Need for Style

I.4 The Need for Accuracy and Detail

I.5 Toward a Process Architecture

I.6 What This Book Is Not

I.7 In Summary

1 Eight of the Biggest Process Modeling Problems

1.1 Not Focusing on the Diagrams

1.2 Only Focusing on the Workflow Diagrams

1.3 Ignoring the Process Architecture

1.4 Ignoring Process Interfaces

1.5 Inconsistent or Nonstandard Notation

1.6 Making Overly Complicated Workflows

1.7 Focusing on Jobs, Not Roles

1.8 Fuzzy Work Products

2 Selecting a Notation

2.1 The Right Notation for You

2.2 Flowcharts

2.3 Business Process Modeling Notation

2.4 Line of Visibility Enterprise Modeling

2.5 Use Cases

2.6 UML

2.7 IDEF0

3 Process Modeling Goals

3.1 Purpose

3.2 Scope

3.3 Depth

3.4 Degree of Automation

4 Defining Processes and Process Elements

4.1 Process

4.2 Activity

4.3 Task

4.4 Procedure

4.5 Role

4.6 Work Product

5 Process Structure

5.1 Workflow Decomposition

5.2 The Components of a Workflow Diagram

5.3 The Value of Swim Lanes

5.4 Horizontal Versus Vertical Workflows

5.5 Grouping Processes

5.6 Elemental Processes

5.7 Scenarios

5.8 Workflow Patterns

6 How to Fix a Bad Workflow

6.1 Uncoil Snaky Workflows

6.2 Unravel Confusing Logic

6.3 Use Consistent Notation

6.4 Use Consistent Naming

7 Naming Conventions

7.1 Use a Consistent Naming Style

7.2 All Names Should Be Unique

7.3 Use Verbs and Nouns in a Consistent Way

7.4 Naming Processes

7.5 Naming Activities and Tasks

7.6 Naming Work Products

7.7 Naming Roles

8 Identifier Conventions

8.1 What Is an Identifier (ID)?

8.2 Why Identifiers Are Important

8.3 Work Product Identifiers

8.4 Role Identifiers

9 Workflow Connections and Relationships

9.1 Workflow Connections

9.2 Connections to or from Other Workflows

9.3 Connections Within the Same Workflow

9.4 Connections to or from Start and Stop Nodes

9.5 Process Relationships

9.6 Work Products

9.7 Artifacts

9.8 Deliverables

9.9 Inputs, Outputs, and Controls

9.10 Container Work Products

10 Roles

10.1 What Roles Are

10.2 What Roles Are Not

10.3 Role Relationships with Work Products

10.4 Role Involvement with Processes

11 Useful Process Documents

11.1 Process Catalog

11.2 Role Catalog

11.3 Work Product Catalog

11.4 Process Interface Matrix

11.5 Work Product Participation Matrix

12 Tools

12.1 Drawing Tools

12.2 Modeling Tools

12.3 Simulation Tools

12.4 Publishing Tools

12.5 Reviewing Tools

12.6 Execution Tools

13 Conclusion: Which Style Elements Are Right for Your Team?

Appendix: Using Process Standards

A.1 ISO 9001

A.2 ISO 33000 and ISO IEC 15504

A.2.1 Process Context

A.2.2 Base Practices

A.2.3 Interfaces