Business Process Modelling with ARIS: A Practical Guide

ISBN-13: 9781852334345 / Angielski / Miękka / 2001 / 531 str.

Rob Davis

Opis

1994 marks the year that the international version of ARlS Toolset - a software system capable of analysing, modelling and navigating business processes - was developed and released by the software and consulting company IDS Prof. Scheer GmbH in Saarbriicken, Germany (from 1999 known as IDS Scheer AG). By the end of 2000 an estimated 24,000 copies of this product will have been sold and installed worldwide, with many additional copies supplied to universities for teaching and research projects. The system's connectivity to existing integrated standard software products, such as System Rl3 and mysap.com by SAP AG, is another factor that is expected to contribute to its fast disseminahon worldwide. The development of ARlS Toolset evolved from results which were obtained at the research institute "Institut ftir Wirtschaftsinformatik" (German for "Institute for Business Process Engineering"). The Institute has a staff of about 50 people and is based at the University of the Saarland. The history of ARlS Toolset is interesting because it demonstrates the benefits provided by a closely-knit mesh of research and product development. Creating such a mesh was only possible by founding IDS Scheer AG in parallel with acting as head of the research institute. Today, this software and consulting firm has a staff of more than 1600 people.

Spis treści

1 Introduction to Business Modelling.- 1.1 What is Business Modelling?.- 1.2 Why Model Your Business?.- 1.3 So What Actually is a Model?.- 1.4 Why Use a Business Modelling Method?.- 1.5 Why Use a Business Modelling Tool?.- 1.6 Why use ARIS Toolset?.- 1.7 What’s in this Book.- 1.8 Disclaimer.- 1.9 What this Boolisn’t.- 1.10 ARIS 5.- 1.11 How to Use this Book.- 1.11.1 For New Users of ARIS.- 1.11.2 For Experienced Users of ARIS.- 2 Introducing ARIS.- 2.1 Architecture of Integrated Information Systems.- 2.2 The ARIS House.- 2.3 A Method for Business Modelling.- 2.4 But Where Do You Start?.- 2.5 Generally Accepted Modelling Principles.- 2.6 The ARIS Method.- 2.6.1 Servers, Databases and Models.- 2.6.2 Objects, Occurences and Relationships.- 2.6.3 Attributes and Properties.- 2.6.4 Method and Filters & Templates.- 2.7 A Model is Not Just a Picture.- 2.8 The ARIS Toolset Product Range.- 2.8.1 ARIS Easy Design.- 2.8.2 ARIS Toolset.- 2.9 ARIS Command Convention Used in This Book.- 3 Getting Started.- 3.1 Installation.- 3.2 Starting & Stopping ARIS.- 3.3 The ARIS Interface.- 3.3.1 ARIS Main Menu.- 3.3.2 ARIS Toolbars.- 3.3.3 ARIS Wizards.- 3.3.4 ARIS Properties and Attributes.- 3.3.5 ARIS Windows.- 3.3.6 ARIS Status Bar.- 3.3.7 ARIS Options.- 3.3.8 ARIS Administration.- 3.3.9 ARIS Help.- 4 Introducing ARIS Explorer.- 4.1 Introduction.- 4.2 Windows, Panes & Views.- 4.3 The ARIS Explorer Hierarchy.- 4.4 Navigating the Hierarchy.- 4.5 Names, Identifiers and the GUID.- 4.6 Objects & Occurences.- 4.7 Explorer Editing Commands.- 4.8 Attributes and Properties.- 4.9 Method Filters.- 4.10 The ARIS House and Creating New Models.- 5 Introducing ARIS Designer.- 5.1 Creating and Opening Models.- 5.2 Viewing Models.- 5.2.1 Windows & Toolbars.- 5.2.2 The ARIS Status Bar.- 5.2.3 Scaling the Model View.- 5.3 Editing Models.- 5.3.1 Selecting, Moving, Sizing & Deleting Objects.- 5.3.2 Adding and Naming Objects.- 5.3.3 Adding Multiple Objects.- 5.3.4 Connecting Objects.- 5.3.5 Displaying Connection Types.- 5.3.6 Undo, Redo and Layout.- 5.3.7 Saving and Closing.- 5.4 An Example Model.- 5.5 Printing Models.- 5.6 Evaluating Models.- 6 ARIS Attributes and ARIS Properties.- 6.1 Introduction.- 6.2 ARIS Attributes.- 6.2.1 The Attributes Window.- 6.2.2 Attribute Column Display.- 6.2.3 Editing Attributes.- 6.2.4 Inheriting Attributes.- 6.2.5 Attribute Appearance.- 6.2.6 Displaying Attributes.- 6.2.7 System Attributes & Links.- 6.2.8 User-Defined Attributes.- 6.2.9 Attributes, Standards & Method Filters.- 6.2.10 Attributes — Finished at Last.- 6.3 ARIS Properties.- 6.3.1 Properties Dialog Box.- 6.3.2 Properties Dialog Box Tabs.- 7 The Event-Driven Process Chain.- 7.1 Introduction.- 7.2 Events.- 7.3 Functions.- 7.4 The Event-Driven Process Chain.- 7.5 Naming Events.- 7.6 Why Use Events?.- 7.7 Rules and Process Flow.- 7.8 Rules.- 7.9 Decisions.- 7.9.1 Modelling Decisions.- 7.9.2 Decision Rules.- 7.9.3 Joining Decision Paths.- 7.9.4 Do Nothing Decision Paths.- 7.9.5 Complex Rules and Decisions.- 7.10 Branches.- 7.11 Triggers.- 7.11.1 Basic Triggers.- 7.12 Multiple Triggers.- 7.12.1 Dependencies.- 7.12.2 Data State Changes as Triggers.- 7.12.3 Trigerring Other Processes.- 7.13 Loops.- 7.14 Putting it All together.- 7.15 Horizontal or Vertical?.- 8 Function Allocations and Relationships.- 8.1 Introduction.- 8.2 Types and Instances.- 8.3 Making Function Allocation.- 8.4 Resource Objects.- 8.4.1 Organisation.- 8.4.2 Application Systems.- 8.4.3 Data.- 8.4.4 Information Carriers.- 8.4.5 Knowledge.- 8.4.6 Resource.- 8.4.7 Products, Objectives and Authorisation.- 8.5 Putting it All Together.- 8.5.1 The Function as a Transformation.- 8.5.2 Secondary Relationships.- 8.5.3 Using Libraries of Resource Objects.- 8.6 Viewing Function Allocations and Relationships.- 8.7 Deleting Relationships and Reorganisation.- 9 Model Assignments and the Function Allocation Diagram.- 9.1 Model Assignments.- 9.1.1 The Relationship Between an Object and a Model.- 9.2 Creating Model Assignments.- 9.2.1 Create and Assign a Model.- 9.2.2 Assigning an Existing Model.- 9.2.3 Drag and Drop Assignments.- 9.2.4 Hide Assignments.- 9.3 Viewing and Opening Model Assignments.- 9.3.1 The Assignment Icon in ARIS Designer.- 9.3.2 The Assignment Tab in the Properties Dialog Box.- 9.3.3 The Assignment Tab in the Object Window.- 9.3.4 The Assignment Spider Diagram in ARIS Explorer.- 9.4 Model Structure Using Assignments.- 9.5 The Lean eEPC.- 9.6 Function Allocation Diagrams.- 9.6.1 Create and Assign a New FAD.- 9.6.2 Assigning an Existing FAD Model.- 9.6.3 Show/Hide Assignments in the eEPC.- 9.7 Show/Hide Assignments.- 9.7.1 Making Changes to Assigned FADs.- 10 Process Capture and Design with ARIS.- 10.1 How to Go About Modelling.- 10.2 Objectives for Modelling.- 10.2.1 Why Are You Modelling?.- 10.2.2 What Are You Modelling?.- 10.2.3 Who Are You Modelling?.- 10.2.4 When Are You Modelling?.- 10.3 Capture of Modelling Requirements.- 10.4 Conceptual Design.- 10.4.1 What Models to Use.- 10.4.2 The Model Structure.- 10.4.3 Modelling Standards.- 10.4.4 A Standard ARIS Set-up (Grid, Colours, etc.).- 10.4.5 Basic Principles.- 10.5 Detailed Design.- 10.5.1 What to do First, Libraries or Processes?.- 10.5.2 Modelling in Teams.- 10.5.3 Process Capture Using ARIS.- 10.5.4 To FAD or Not to FAD?.- 10.5.5 A Process Capture Approach.- 10.6 Implementation.- 10.7 Verify and Validate.- 10.8 Roles and Responsibilities.- 10.8.1 Information Gatherer.- 10.8.2 Process Designer.- 10.8.3 Process Modeller.- 10.8.4 Model Librarian.- 10.8.5 Model Verifier.- 10.8.6 Model Validator.- 10.8.7 Project Process Architect.- 10.8.8 Corporate Process Architect.- 10.8.9 ARIS Technical Consultant.- 10.8.10 Database Administrator.- 10.8.11 Server Administrator.- 10.8.12 Configuration Administrator.- 10.8.13 System Administrator.- 10.8.14 Model Publisher.- 10.8.15 Trainers.- 11 Modelling Structure.- 11.1 The Need for Structure.- 11.2 Horizontal and Vertical Structure.- 11.3 Horizontal Structure.- 11.3.1 Segmentation.- 11.3.2 Linking Models Using Events.- 11.3.3 Segmenting Existing Models.- 11.3.4 Combining Segmented Models.- 11.4 Vertical Structure.- 11.4.1 Hierarchical Decomposition.- 11.4.2 Creating Hierarchy Through Model Assignments.- 11.4.3 Decomposing Functions with eEPCs.- 11.5 Issues and Complexitiers in Hierarchical Modelling.- 11.5.1 Decomposing Events with the Event Diagram.- 11.5.2 Model Linking with Decomposed Events.- 11.5.3 Modelling Organisational Interactions with Event Diagrams.- 11.5.4 Sychronising Event and Funstion Hierarchies.- 11.5.5 Sub-process with Complex Triggers and Outcomes.- 11.5.6 Theoretical Issues wiht Hierarchical Modelling.- 11.5.7 Interpreting Event Occurences in Hierarchical Models.- 11.5.8 An Alternative for Handling Events in Hierarchical Models.- 12 Model Hierarchy and Model Generation.- 12.1 Modelling at the Conceptual Layer.- 12.2 The Value Added Chain Diagram.- 12.2.1 THe eEPC as a High-level Model.- 12.3 Introducing Model Generation.- 12.3.1 Model Generation Option.- 12.3.2 Using Model Generation.- 12.3.3 Model Generation from Shortcuts.- 12.3.4 Model Generation from the Assignments Spider Diagram.- 12.4 Vertical Views of the Hierarchy.- 12.4.1 The Function Hierarchy and the Function Tree.- 12.4.2 Generating a Function Hirarchy.- 12.4.3 The Event Hierarchy.- 12.4.4 The Rule Diagram and Rule Hierarchies.- 12.5 Horizontal Views of the Hierarchy.- 12.5.1 Model Generation of the End-to-End Process.- 12.5.2 Handling Process Variants with Model Generation.- 12.5.3 Generating Models that Span Levels of the Hierarchy.- 12.5.4 Model Linking Method and Model Generation.- 13 Occurences, Copies and Variants.- 13.1 Occurences and Definitions.- 13.2 Copying Objects.- 13.2.1 Object Occurence Copies.- 13.2.2 Object Definition Copies.- 13.2.3 Object Variant Copies.- 13.2.4 Object Master Copy.- 13.2.5 Objecy Shortcuts.- 13.3 Coopying Models.- 13.3.1 Model Copy.- 13.3.2 Model Definition Copies.- 13.3.3 Model Variant Copy.- 13.3.4 Model Shortcuts.- 13.4 ARIS Variants.- 13.4.1 Using Variants.- 13.4.2 Crating Variants.- 13.4.3 Viewing Variant Relationships.- 13.4.4 The Variant Spider Diagram.- 13.5 Comparing Variants.- 13.5.1 Comparing Objecy Variants.- 13.5.2 Comparing Model Variants.- 14 Modelling Variety: Variants in Hierarchical Modelling.- 14.1 Avoiding Stovepipes.- 14.2 Modelling Variety.- 14.3 Creating Multiple eEPC Assignments.- 14.4 A Model Hierarchy with Variant Sub-Processes.- 14.4.1 Creating Variant Relationships Betweeb Sub Processes.- 14.4.2 Creating Sub Processes as Variant Copies.- 14.4.3 Viewing Variant Relationships.- 14.4.4 Creating Variants of Variants.- 14.4.5 The Variant Spider Diagram.- 14.5 Generating a Product-Specific End-to-End Process.- 14.5.1 Model Generation from Shortcut Groups.- 14.5.2 Model Generatiob from a Spider Diagram.- 14.3 Benefits of Modelling with a Variant Hierarchy.- 15 Modelling in Rows and Columns.- 15.1 Row and Column Models.- 15.1.1 Modelling in Swim-lanes.- 15.1.2 When to Use a Swim-lane Model.- 15.1.3 Horizontal or Vertical?.- 15.1.4 Row/Column eEPCs in a Model Hierarchy.- 15.2 The Row and Column eEPC.- 15.2.1 The Layout of a Roq/Column eEPC.- 15.2.2 The Implicit Relationship.- 15.2.3 Multiple Relationships in Row/Column eEPCs.- 15.2.4 Modelling Multiple Systems.- 15.2.5 Modelling Datam Knowledege and Resources in Row/Column eEPCs.- 15.2.6 Changing Implicit Realtionships.- 15.2.7 Row and Column Attributes and Properties.- 15.2.8 Automatic Layout of Row and Column eEPCs.- 15.2.9 Show and Hide Assignments in a Column eEPCs.- 15.2.10 Model Generation and Row/Column eEPCs.- 15.3 Specialised Row/Column Models.- 15.3.1 The Process Chain Diagram.- 15.3.2 eBusiness Scenario Diagram.- 15.3.3 Column eEPC for Modelling Systems Interfaces.- 16 ARIS Explorer Revisited.- 16.1 The ARIS Network of Servers.- 16.1.1 Using the LOCAL Server.- 16.1.2 Making a Network Connection.- 16.1.3 Using a Networked Server.- 16.1.4 Database Usernames and Passwords.- 16.1.5 Method Filters.- 16.1.6 Logging Out of a Database.- 16.1.7 Folders and Groups.- 16.2 Useful Commands in ARIS Explorer.- 16.2.1 Explorer Toolbars.- 16.2.2 File Commands.- 16.2.3 Edit Commands.- 16.2.4 Layout Commands.- 16.2.5 Move Commands.- 16.2.6 The ‘New’ Commands.- 16.2.7 Use Template Command.- 16.2.8 View Commands.- 16.3 Find Models and Objects.- 16.3.1 Searching by Name and Location.- 16.3.2 Displaying and Using Search Results.- 16.3.3 Refinign Search Criteria to Look for Attribute Values.- 17 ARIS Designer Revisited.- 17.1 Model Windows and Toolbars.- 17.1.1 Windows.- 17.1.2 Toolbars.- 17.1.3 Tooltips.- 17.2 Object Manipulation.- 17.2.1 Find in Active Model.- 17.2.2 Object Selection.- 17.2.3 Replace.- 17.2.4 Place and Connect.- 17.2.5 Re-Connect to Another Object.- 17.3 Model Appearance.- 17.3.1 Model Properties.- 17.3.2 Model Appearance Options.- 17.3.3 Object Appearance.- 17.3.4 Connection Appearance.- 17.3.5 Attribute Placement.- 17.3.6 Templates.- 17.4 Model Layout.- 17.4.1 The Model Grid.- 17.4.2 Aligning Objects.- 17.4.3 Grouping.- 17.4.4 Model Layout.- 17.5 Inserting Objects.- 17.5.1 Inserting Drawing Objects.- 17.5.2 Inserting Text.- 17.5.3 Insert OLE Objects.- 18 Model Verification.- 18.1 Why Verify?.- 18.2 What should be Verified?.- 18.2.1 Checks on Individual Models.- 18.2.2 Checks on the Database.- 18.2.3 Checks on Multiple Models.- 18.2.4 Checks on Model Structure and Linking.- 18.3 Tools for Verification.- 18.3.1 Animation.- 18.3.2 Consolidate.- 18.3.3 Compare.- 18.3.4 Find Objects with Identical Names.- 18.3.5 Identifiers.- 18.3.6 Object Occurences.- 18.3.7 ARIS Semantic Checks.- 18.3.8 ARIS Reports.- 18.4 ARIS Macros.- 18.5 Verification Checks.- 18.5.1 Checks on Individual Models.- 18.5.2 Checks Across the Database.- 18.5.3 Checks on Multiple Models.- 18.5.4 Checks on Model Structure and Linking.- 19 ARIS Administration.- 19.1 The Need for Administration.- 19.2 Administrative Roles and Privileges.- 19.3 Database Administration.- 19.3.1 Acces Privileges.- 19.3.2 Font Formats.- 19.3.3 Import and Export.- 19.3.4 User Management.- 19.4 Server Administration.- 19.4.1 Change Server Administrator Password.- 19.4.2 Change Configuration Administrator Password.- 19.4.3 Deregister, Register and Synchronize.- 19.5 Configuration Management.- 19.5.1 Method Filters abd Evaluation Filters.- 19.5.2 Templates and Font Formats.- 19.6 The ARIS Admintool.- 19.7 Model Merging.- 19.7.1 Introduction to Merge.- 19.7.2 Making a Merge.- 20 ARIS Modelling Standards.- 20.1 The Need For Standards.- 20.2 What to Standardise.- 20.2.1 Modelling and Administration Roles.- 20.2.2 Basic Rules for Process Capture and Modelling.- 20.2.3 A Core Set of Models and Objects.- 20.2.4 Modelling of Who?, What?, When?, Where?, Why?, and How?.- 20.2.5 Relationships and What They Mean.- 20.2.6 How to Represent Common Scenarios.- 20.2.7 Use of Attributes.- 20.2.8 Model Appearnce.- 20.2.9 Web Publishing.- 20.2.10 Approaches to Model Linking and Structure.- 20.2.11 Libraries and Reuse.- 20.2.12 Database and Server Administration.- 20.3 Matching the Approach to Tour Corporate Culture.- 20.3.1 Central Command and Control Organisation.- 20.3.2 Technically Innovative Culture.- 20.4 How to Implement Standards.- 20.4.1 Formal Standards Documents.- 20.4.2 Guidelines.- 20.4.3 Intranet Help and Support Site.- 20.4.4 Sample Databases and Models.- 20.4.5 Method Filters.- 20.4.6 Using an ARIS Server.- 20.4.7 Using an ARIS Web Server.- 20.4.8 Object and Model Libraries.- 20.4.9 Templates.- 20.4.10 Training.- 20.4.11 Report Scripts.- 20.4.12 Semantics Checks.- 20.4.13 Audits, Reviews and Quality Gates.- 20.5 The Measure of Success.- Appendix A ARIS Option.- General.- Components.- Log In.- Explorer.- Default Procedure.- Configuration.- Layout Procedure.- Model Appearance.- Graphic Export.- Attributes.- Evaluations.- Analysis/Animation.- Semantic Check.- Export/Import.- Model Generation.- Merge.- Appendix B Function Keys and Shortcuts.- Function Keys.- ARIS Designer Navigation and Selection Keys.- Table Navigation and Selection Keys.- Shortcut Keys.- References.

O autorze

Rob Davis begann 1989 damit, Comics zu veröffentlichen. Außerdem arbeitete er als Illustrator und Cartoonist für Zeitungen und Kinderbuchverlage.