BPM Course Curriculum Outline

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BPM Course Topics Outline
[draft, Nov 30, 2004 © Widener University]
OVERVIEW OF BPM: (Proposed course topics outline – BPM: Modeling to
Monitoring – will be offered Fall 05)
 COURSE OVERVIEW AND AN INTRODUCTION TO BUSINESSS PROCESS
MANAGEMENT (BPM)
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What is BPM?
 Concepts: BPM, Business Process
Drivers of Business Change and Improvement
 New-Age Business Drivers
 E-Business technology drivers
Why use Business Process Management?
The next source of Competitive Advantage: The Real Time
Enterprise
Business Process Automation
Who are the BPM Software Vendors?
 BUSINESS PROCESS STRATEGY:
 PROCESS MANAGEMENT PRINCIPLES
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Principles of Process Management
BPM vs. Workflow
The Process Management Framework
Project Management Essentials
Understanding Process Management Value
 Benefits of BPM
 PROCESS ORGANIZATION STRATEGY
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Process Ownership and Stewardship
Partnerships and Business Process Outsourcing
Process Improvement
Six Sigma and other techniques
The Business Process Maturity Model
Lessons from GE
 BUSINESS PROCESS DESIGN:
 DEVELOPING A PROCESS-CENTRIC ORGANIZATION
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Architecting Your Processes and Aligning them
Designing Processes
Managing and Monitoring of Business Processes
Deploying BPM
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Formulating a Process Vision
Critical Success Factors
 UNDERSTANDING AND DESIGNING PROCESS; MEASURING PROCESS
PERFORMANCE
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Process and Project Scoping
Mapping Existing Process Understanding
Benchmarking processes
Designing and Modeling the Renewed Process
Understanding BPM Key Performance Indicators (KPI)
The Event Driven Company
 BUSINESS PROCESS IMPLEMENTATION:
 BPM Implementation
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Understanding the Implementation phase
Preparing for Business Testing
Developing Rollout Plans
Implementing Changes
Managing Business Process Change
 BUSINESS PROCESS CONTROLLING:
 RISK FACTORS IN BUSINESS PROCESS MANAGEMENT; HUMAN CHANGE
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What is risk?
The process Management Framework’s Contributions to Risk
Mitigation
The Risk-Management Process
Process Monitoring and Controlling
Managing Change in Business Process Management
 BPM Initiatives and Developing Standards
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Business Process Modeling Notation (BPMN)
The Business Process Modeling Language (BPEL)
BPM Framework
Business Activity Monitoring (BAM)
BPM Tools and trends
BUSINESS PROCESS ANAYLSIS AND PROCESS AUTOMATION (existing course,
taught every Fall)
TEXT USED:
Sharp, Alec and Patrick McDermott. Workflow Modeling: Tools for Process
Improvement and Application Development, Artech House, Inc., 2001.
 INTRODUCTION
o Introduction and review of Competitive Information Systems
 What is the competitive advantage of IT?
 IT's role in achieving competitive advantage
o Introduction to Enterprise Systems and workflow management systems
o Introduction to Process-oriented Business Systems
o Introduction to BPM: The Business Process Transformation
 BUSINESS PROCESSES AND PROCESS ANALYSIS
o What is a Business Process?
o Business Process Redesign and IT
 Basic Building Blocks of a process
 Introduction to process analysis and modeling
o What is Workflow?
 Workflow Management Systems
o What are inter-organizational processes?
o Beginning Process/Workflow Modeling
o Introduction to Process Automation using SAP R/3- demo and lab
 PROCESS AUTOMATION AND ENABLING TECHNOLOGIES
o The Collaborative Organization
o The Network Infrastructure; Client/Server Technologies
o Intranet vs. Internet: Business - to - Business
 The growing importance of electronic collaboration: the
internet/intranet age
 Web-based workflow and groupware
 Business Repositories
 XML, BPEL
 E- Business
o Object-Oriented Technologies
o The Technology in SAP R/3
 SAP R/3 Business Workflow - lab
 BUSINESS PROCESS ANALYSIS AND PROCESS MODELING TECHNIQUES
o Process Thinking and Reengineering
o Business Process vs. Information Processes
o Relationship between Technology and Work Design
o Work Processes and Job Redesign; Harmonizing People, Information, and
Technology
o The process life cycle
o Enterprise modeling; Data Modeling; and Process Modeling: What are
they?
 The differences between Process flow and Data Flow
o Process (WorkFlow) Modeling (Process Modeling - How to)
 EPC modeling
 Using ARIS Toolset for Process Modeling
 e-Business Scenarios and EPC diagramming
 SAP and EPC
 WORKFLOW BASICS AND PROCESS AUTOMATION
o WFMS Market
o Workflow Basics, Types
o WorkFlow Analysis and Design
o Process Life Cycle
o Business Process Automation
o WorkFlow Management Technologies
o Group-Enabled Applications
o SAP Business Workflow (WebFlow)
o Introduction to Process Interoperability
 Standards
 Contracts
o Monitoring, Controlling, and Reporting
 Deadlines, testing, reporting, process logs
 PROCESS AUTOMATION IN REVIEW – MOVING TO THE ePROCESS
o Process Automation in the e-World
o Security and Integration issues
o Portals and e-Processes -> M-Processes
 MANAGING TECHNOLOGY AROUND BUSINESS STRATEGY
o Surviving Business Process Redesign: Impacts on Information Systems
o Business Process Outsourcing
o Business Process Intelligence
o Enterprise Application Integration and Process Automation
o BPM: the next wave
o Trends
ENTERPRISE SYSTEMS, PROCESS INTEGRATION, AND ARCHITECTURES
(existing course, taught every other Spring)
TEXT USED:
Linthicum, David. Next Generation Application Integration: From Simple information
to Web Services, Addison-Wesley Information Technology Series, 2004.
 INTRODUCTION TO ENTERPRISE SYSTEMS
o What are Enterprise Systems?
o How does ERP create value?
o Who are the major ERP vendors?
o Overview of ERP Systems
o Overview of Enterprise Integration
o Choosing an ERP system
o Introduction to ERP Architecture
 ENTERPRISE SYSTEMS ARCHITECTURES
o Overview of Business Processes and Enterprise Systems functionality
o ERP Architecture
o ERP technical requirements.
o Object-Oriented Technologies
o Intranet vs. Internet
o Common Central Database; Data Warehouse
o SAP Architecture
o SAP R/3 system Overview and Basic Concepts
 EXTENDED ENTERPRISE SYSTEMS; ENTERPRISE APPLICATION
INTEGRATION
o Business Information Warehouse
o CRM
o Supply Chain Integration
o Business - to – Business: EAI
o Building blocks for e-commerce
o E-commerce and Enterprise systems
o Web based Enterprise systems
o Introduction to Enterprise Application Integration
o Integrating Inter-organizational Enterprise systems.
o EAI levels
o Types of Application Integration
 Information-Oriented
 Business Process-Oriented
 Service-Oriented
 Portal-Oriented
 ENTERPRISE SYSTEMS IMPLEMENTATION AND ISSUES
o Implementing Enterprise Systems
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Management Issues and Challenges
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Enterprise Systems Risk - Success and Failure Factors
o Enterprise systems Life Cycle
o Choosing an ERP System
o Designing ERP Systems
o Market differences for SMEs
 ENABLING TECHNOLOGIES OF ENTERPRISE INTEGRATION
o Enterprise Integration vs. B2B
o Enterprise Integration vs. Interoperability
o Middleware
o RPCs and Messaging
 INTEGRATION STANDARDS, APPROACHES, AND FUTURE
o Integration standards; XML; CORBA…..
o Supply Chain Integration Standards
o Web Services
o Steps to Application Integration
o Future moving forward
o ERP to BAM
TRANSFORMATION INTO AND MANAGEMENT OF E-BUSINESS (existing course)
COURSE DESCRIPTION: This course is prepared to introduce graduate students such
important current knowledge dealing with implementation, management, and
performance measurement issues in transforming a traditional business to an ebusiness. In addition to exploring recent theoretical developments, students will be
introduced to several state-of-the-art e-business software and will study and make
presentations on a number of actual e-business implementation cases.
CUSTOMER ORIENTED PROCESS ORGANIZATIONS – CRM (existing course,
offered every Spring)
COURSE DESCRIPTION:
Customer Relationship Management (CRM) is a business strategy that enables
companies to understand and connect with their customers more effectively. Emerging
technologies permit firms to become more customer-centric – a new strategic
imperative. Defining and implementing an effective CRM strategy is currently a key
topic for marketers. In this course, students will learn about how a company crafts and
implements a strategy to coordinate and integrate all of the various touchpoints
available to a customer, including web pages, call centers and the field sales force.
Various CRM software packages will be examined and discussed.
COURSE OBJECTIVES:
This course should prepare the student to be able to:
1. Understand multiple methods of using technology to interact with customers.
2. Discuss Customer Centric Strategy and Customer Loyalty.
3. Understand the concepts of operational and analytical CRM.
4. Understand customer profiling and how to use software to identify and target new
and priority customers.
5. Understand the purpose of enterprise resource planning software, the range of its
functions, its use in the sales and distribution transactions, and its impact on
marketing strategy.
6. Understand how the marketing of high technology products occurs and where and
why it is similar to and different from the marketing of other products.
OTHER COURSE TOPIC AREAS UNDER DEVELOPMENT OR REVISION:
 Business Process Management and Change Management
 Business Process Innovation and Strategy
 Process Monitoring and Control
 Process Simulation and Intelligence: Developing an Agile Organization
REFERENCES AND POSSIBLE SOURCES
Aalst, Will Van Der (Editor), Jorg Desel (Editor), Andreas Oberweis (Editor), Jhorg
Desel (Editor), “Business Process Management: Models, Techniques, and Empirical
Studies”, Springer Verlag, May 2000.
Becker, S.; Rosemann, M.; Schutte, R. "Business-to-Business Process Integration:
Functions and Methods", Proceedings of the 5th European Conference on Information
Systems (DCIS '97), vol II. Ed. R. Galliers et al. Cork 1997, pp. 816-827.
BPMInstitute White Paper, “State of Business Process Management”, BPMInstitute –
research services by Beagle Research Group, April 2004.
Coleman, K., C. Johnson, J. Ettwein, D. Pigman, and D. Pulak. Reengineering MIS:
Aligning Information Technology with Business Operations, Idea Group Publishing,
1996.
Curran, Thomas; and Andrew Ladd. SAP R/3 Business Blueprint: understanding the
business process reference model. Prentice Hall PTR. 2nd Edition 2000. pp. 10-16
Curtice, Robert M. "Fundamentals of Process Management: Best Practices in
Optimizing Cross-Functional Business Processes", White Paper Performance
Improvement Associates, October 2003.
Davenport, Thomas. Mission Critical: Realizing the Promise of Enterprise Systems.
Harvard Business School Press. 2000. pp. 299-311.
Davenport, Thomas and James Short. "The New Industrial Engineering: Information
Technology and Business Process Redesign," Sloan Management Review, Summer
1990. [A classic article: Can be found in the Wolfgram Library - HD28.I5 Location M
Serials]
Fingar, Peter; and Joseph Bellini. The Real-Time Enterprise, Meghan-Kiffer Press, 2004
Fui-Hoon Nah, Fiona; Janet Lee-Shang Lau; Jinghua Kuang. "Critical Factors for
Successful Implementation of Enterprise Systems", Business Process Management
Journal, Vol 7, Issue 3, 2001, pp. 285-296.
Grover, Varun; and William Kettinger. Business Process Change: Reengineering
Concepts, Methods and Technologies. Idea Group Publishing. 1995.
Grudén, Anders and Peter Strannegard. (2003) “Business Process Integration: the Next
Wave”, EAI Journal, January 2003, pp 8-12.
Hall, Curt. "Business Process Intelligence", Business Process Trends, Vol. 2, No. 6,
June 2004.
Hammer, Michael. Beyond Reengineering: How the Process-centered Organization Is
Changing Our Work and Our Lives, New York: Harper Collins, 1996.
Harmon, Paul, “Business Process Change: A Manager's Guide to Improving,
Redesigning, and Automating Processes”, Morgan Kaufmann Publishing, December
2002.
Hayes, Hamilton. “The Value of Business Process Modeling and Analysis”, White
Paper, Computer Associates, January 2004.
Hollingsworth, Dave."From Workflow to e-Process Automation", in Workflow Handbook
2001, Editor Layna Fischer.
Hollingsworth, David. "The Workflow Reference Model 10 Years On", in Workflow
Handbook 2004, Editor Layna Fischer, Future Strategies Inc., Lighthouse Point, Florida.
IDS Scheer, Inc. “Business Process Management”, White Paper, IDS Scheer, Inc., May
2004.
Kahn, Rashid. Business Process Management: A Practical Guide, Meghan-Kiffer
Press, 2004
Kawalek, p. and P. Kueng. "Process Models"
http://www.cs.man.ac.uk/ipg/Docs/pkpk97.html
Kirchmer, Mathias. Business Process Oriented Implementation of Standard Software,
2nd Edition, Springer, 1999.
Laguna, Manuel and Johan Marklund. “Business Process Modeling, Simulation, and
Design”, Pearson Prentice Hall Publishing, 2005.
Lee, Jinyoul; Keng Siau; and Soongoo Hong. "Enterprise Integration with ERP and
EAI", Communications of the ACM, Vol. 46, No. 2, February 2003, pp. 54-60.
Light, Ben. "ERP and Best of Breed: A Comparative Analysis", Business Process
Management Journal, Volume 7 Number 3, 2001, pp. 216-224.
Lithicum, David. B2B Application Integration: e-Business Enable Your Enterprise.
Addison-Wesley, 2001.
Malhotra, V. "Business Process Redesign: An Overview", IEEE Engineering
Management Review, Vol 26, no 3, Fall 1998.
McKie, Stewart. "The Big BAM", Intelligent Enterprise, July 18, 2003. Link:
http://www.intelligententerprise.com/030718/612feat3_1.shtml
Miers, Derek. "The Split Personality of BPM", in 2004 Workflow Handbook, Editor Layna
Fischer, Future Strategies Inc., Lighthouse Point, Florida.
Morgan, Tony. “Business Rules and Information Systems: Aligning IT with Business
Goals”, Addison Wesley Publishing Company, March, 2002.
O’Leary, Daniel. Enterprise Resource Planning Systems, Cambridge Press, 2000.
Ould, Martyn. “Business Process Management: A Rigorous Approach”, The British
Computer Society, December 2004.
Patil, Venkatesh and Avinash Chaudhari. "Cross Organizational Workflow Management
Systems", Product Data Technology Europe 2002 Proceedings, Turin, Italy, May 2002.
Plesums, Charles. "Introduction to Workflow", In Workflow Handbook 2003, Editor:
Layna Fischer.
Prior, Carol. "Workflow and Process Management", In Workflow Handbook 2003, Editor:
Layna Fischer.
Reynolds, Hadley; and Tom Koulopoulos. "Enterprise Knowledge Has a Face",
Intelligent Enterprise, Vol. 2 No. 5, March 30, 1999.
(http://www.intelligententerprise.com/993003/feat1.shtml)
Rickayzen, Alan. "Create Custom Workflows with SAP's Workflow Builder", SAPinsider,
2002.
Rickayzen, Alan; Dart; Brenneckej; and Schnieder. Practical Workflow for SAP, SAP
Press, 2002.
Rickayzen, Alan. "Create Custom Workflows with SAP's Workflow Builder", SAPinsider,
2002. link: http://www.sappublications.com/insider/article.htm?key=21000
Scheer, A.W. ARIS-Business Process Modeling. Springer, 3rd Edition, 2000.
Scheer, A.W; Ferri Abolhassan, Wolfram Jost, Mathias Kirchmer (Editors). “Business
Process Automation”, Springer-Verlag, 2004.
Scheer, August-Wilhelm; Ferri Abolhassan; Wolfram Jost; and Mathias Kirchmer.
Business Process Excellence: ARIS in Practice, Springer, 2002.
Scheer, A.W; Ferri Abolhassan, Wolfram Jost, Mathias Kirchmer (Editors). “Business
Process Change Management”, Springer-Verlag, 2003.
Scheer, AW. And Markus Nuttgens. “ARIS Architecture and Reference Models for
Business Process Management”, in Business Process Management edited by Wil van
der Aalst, Desel, and Oberweis, Springer-Verlag, 2000, pp. 376-389.
Selander, J.P. and K. Cross. "Process Redesign: Is it worth it?", Management
Accounting, Jan 1999, pp 40-44.
Smith, Howard and Peter Fingar. “Business Process Management (BPM): The Third
Wave”, Meghan-Kiffer Press; 1st edition, January 2003.
Smith, Howard and Peter Fingar. "A Chasm Must Be Crossed", Intelligent Enterprise,
June 17, 2003. (URL: http://www.intelligententerprise.com/030617/610feat2_1.shtml)
Strassmann, Paul A. "What is Alignment?: Alignment is the Delivery of the Required
Results", Cutter IT Journal, August 1998.
(http://www.strassmann.com/pubs/alignment/).
Spanyi, Andrew, “Business Process Management (BPM) is a Team Sport: Play it to
Win!”, Meghan Kiffer Press, June 2003.
Teng, James; Seung Ryul Jeong; and Varun Grover. "Profiling Successful
Reengineering Projects". Communications of the ACM, Vol. 41, No. 6, June 1998, pp.
96-102.
Venkatraman, N. "IT-Enabled Business Transformation: From Automation to Business
Scope Redefinition", Sloan Management Review, Winter 1994.
Virdell, Margie. (2003) “Business Processes and Workflow in the Web Services World”,
DeveloperWorks, January 2003.
White, Stephen A. "Introduction to BPMN", IBM White Paper, 2004.
INTERNET SOURCES
BUSINESS PROCESS MANAGEMENT LINKS:
ABPMP.ORG - ABPMP – The Association of Business Process Management
Professionals is a non-profit, vendor independent professional organization dedicated to
the advancement of business process management concepts and its practices. ABPMP
is practitioner-oriented and practitioner-led. Our vision is to become the premier
organization for business process management professionals.
BPMG.ORG - The Business Process Management Group (founded in 1992) is a global
business club exchanging ideas and best practice in business process and change
management. We have over 7,000+ members across all business sectors. Through
case studies, seminars and research we support our members in improving their
organizations work across business processes, information technology and people.
BPMI.ORG - (the Business Process Management Initiative) embraces existing
standards where appropriate, working with complementary standards bodies such as
the OMG.
BPMInstitute.org – a peer to peer exchange for business process management
professionals
Business Process Management Journal - the premium channel for researchers and
practitioners to disseminate and acquire leading-edge knowledge relating to latest
development in BPM concepts, practices, tools and technologies. It is a refereed and
international journal that focuses on quality and relevance.
http://miranda.emeraldinsight.com/vl=3635764/cl=81/nw=1/rpsv/bpmj.htm
BPTrends.com – Primary source for Business Process Information and news
Intelligent CRM on-line journal - Customer Relationship Management for Competitive
Advantage - http://www.intelligentCRM.com
Intelligent EAI on-line journal - E-Business Integration for Competitive Advantage
– http://www.intelligenteai.com
Intelligent KM on-line journal - Knowledge Management for Competitive Advantage
– http://www.intelligentkm.com
EAI Journal - The Resource for e-Business and Application Integration http://www.eaijournal.com
EAI Quadrant - An EAI, CRM, ERP... Portal Page – http://www.eaiquadrant.com
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