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BPM/SOA TRAINING SERVICES:
The traditional process automation and system development paradigm of “build to last” must now give way to the business
imperative of “build to change,” and that means EA-compliant solutions using BPM systems and SOA-based web services!
SOA technologies have caught up with the technical solutions for BPM systems and the governance disciplines for EA.
This intersection of technologies, solutions, and disciplines is now challenging many organizations on
multiple fronts regarding how to effectively model, analyze, design, develop, and deploy BPM systems
and web services in support of reengineered business processes. Surmounting these challenges is making
it difficult to successfully implement those technologies as optimally reusable and extensible services
that are business-focused and architecturally compliant within the enterprise.
While necessary for achieving success in such projects, training in specific process and service
modeling/design tools and techniques - both those that are based on industry standards, such as
Business Process Modeling Notation (BPMN), and those that are based on vendor-specific platforms
- too often overlook also providing a sound grounding in core principles and concepts that transcend
specific approaches. For example, BPMN training can show what the modeling constructs are and
what to do with them in diagrams. This can give the necessary guidance on creating a well-ordered model,
but may not provide sufficient guidance on how to effectively apply those constructs and diagrams
to break down a problem domain into modeled/designed components that best match business requirements
and the capabilities of supporting information technologies.
This is akin to a building architect being trained in what the geometry of building design is and what AutoCAD
can do in support of it without also being shown how to use the underlying principles and concepts of design,
such as functionality and aestheticism, that apply across different building types. The result may be a well-ordered
blueprint, but the design may also be sub-optimal with respect to the operational purposes of the building.
The two-part workshop described below fills the void by providing the missing pedagogical content on the necessary
core principles and concepts, along with real-life experiences showcasing these in action, that give
sufficient grounding in those areas so as to make the application of specific modeling/design tools and techniques
more effective. Attendees will be able to use the provided material as a means of integrating the requisite SOA
technologies, BPM solutions, and EA disciplines for successfully implementing BPM systems and web services to support
reengineered business processes.
Workshop Title:
How To Model and Design BPM and Web Services for SOA-based and EA-compliant Implementation – Part I: BPM Modeling for a SOA
Workshop Description:
Key concepts for how to model processes and services for SOA-based BPM implementation are often overlooked in the rush to learn and deploy related technologies. Using a mixture of lecture, group exercises, sharing of attendees’ experiences, and a case study review, this workshop explores those concepts and relates them to a broader and richer set of disciplines than those of specific tool-related techniques. (Part I can be taken without having to take Part II.)
Workshop Creator and Instructor:
Lloyd Dugan
Workshop Attendees:
- Business Analysts working or about to work on BPM/SOA modeling projects
- Enterprise Architects working or about to work on process, system, and technical architectures
- System Architects working or about to work on BPM/SOA implementation projects
- BPM/SOA Practitioners seeking insights to supplement specific tools and technologies training
Workshop Objectives:
- To locate and relate the disciplines of process and service modeling across the disciplines for EA, SOA, and BPM
- To provide a solid grounding in the core and tool-agnostic approaches for modeling processes and services
- To show how candidate services can be identified and explicitly incorporated into process models
- To illustrate how BPM and SOA technologies implementing modeled processes and web services can help migrate to an EA
Workshop Outline:
- Gathering BPM/SOA Modeling Stories (All) – Listing and characterizing 2 to 3 stories from the attendees
- Services vs. Systems Problem (Groups) – Revealing exercise with proxies for services and systems
- Section 1: Architecture and Modeling
- Enterprise Architecture (EA) and Modeling – Impact of EA on modeling projects
- Service-Oriented Architecture (SOA) and Modeling – Impact of SOA on modeling projects
- Business Process Management (BPM) and Modeling – Impact of BPM on modeling projects
- EA-Driven SOA and BPM Governance Overview – Impact of governance on modeling projects
- Tools and Technologies Market Assessment – Assessment of tools and technologies for modeling projects
{BREAK}
- Section 2: Process and Service Modeling Concepts
- Process and Service Modeling Approach – Principled hybrid top-down/bottom-up approach for modeling processes and services that can be applied within an EA context
- Core Top-Down Modeling Concepts – Principled breakdown of a function/sub-function based on inter-process states, state transitions, functional purity, actors/roles, workflow patterns, and business factors
{BREAK}
- Core Bottom-Up Modeling Concepts – Principled characterization and incorporation of legacy system assets supporting processes as root, node, and leaf constructs that can be exposed as services
- Service Candidate Identification – Principled identification of candidate services based on process and service model rationalization that explicitly isolates service components
- Modeling Problem (Groups) – Problem set to be solved and discussed by groups, with possible answers provided
- Section 3: BPM+SOA=EA Migration {Case Study I – Focus on modeling-related issues}
- EA Migration Path – Impact of path followed on process and service modeling
- EA Migration Approach – Impact on implementation based on the EA migration path
- BPM Modeling Stories Revisited (All) – Evaluating previous stories in light of learned material
- References – Sourced material, informational links, and practitioner forums
Workshop Duration and Costs:
Duration: 3.5 hours (including breaks and exercises)
Regular Rates: $200/attendee with a minimum order of $1,000 {Note: assumes training facilities will be provided by customer(s).}
In-conference Rates: Discounts available, subject to negotiation {Note: assumes training facilities will be provided by conference.}
Workshop Title:
How To Model and Design BPM and Web Services for SOA-based and EA-compliant Implementation – Part II: BPM Design for a SOA
Workshop Description:
Key concepts for how to design processes and services for SOA-based BPM implementation are often overlooked in the rush to learn and deploy related technologies. Using a mixture of lecture, group exercises, sharing of attendees’ experiences, and a case study review, this workshop explores those concepts and relates them to a broader and richer set of disciplines than those of specific tool-related techniques. (Part I can be taken without having to take Part II.)
Workshop Creator and Instructor:
Lloyd Dugan
Workshop Attendees:
- Business Analysts working or about to work on BPM/SOA design projects
- Enterprise Architects working or about to work on process, system, and technical architectures
- System Architects working or about to work on BPM/SOA implementation projects
- BPM/SOA practitioners seeking insights to supplement specific tools and technologies training
Workshop Objectives:
- To locate and relate the disciplines of process and service design across the disciplines for EA, SOA, and BPM
- To characterize the transition from a process and service model to a process and service design and specifications
- To provide a solid grounding in the essential characteristics of web services and how they should be designed
- To illustrate how BPM and SOA technologies implementing designed processes and web services can help migrate to an EA
Workshop Outline:
- Gathering BPM/SOA Design Stories (All) – Listing and characterizing 2 to 3 stories from the attendees
- Service Granularity Problem (Groups) – Revealing exercise with proxies for services with different granularities
- Section 1: Architecture and Design
- Enterprise Architecture (EA) and Design – Impact of EA on design projects
- Service-Oriented Architecture (SOA) and Design – Impact of SOA on design projects
- Business Process Management (BPM) and Design – Impact of BPM on design projects
- EA-Driven SOA and BPM Governance Overview – Impact of governance on design projects
- Tools and Technologies Market Assessment – Assessment of tools and technologies for design projects
{BREAK}
- Section 2: Process and Service Design Concepts
- Process and Service Design Approach – Principled approach for transitioning from a process and service model to a design of BPM/SOA components for automating processes and services
- Process and Service Specification Concepts – Principled specification of processes and services with system use case constructs that describe use of services adapted and/or extended from reverse-engineered legacy assets
{BREAK}
- Web Service Classification Concepts – Principled classification of web services by functional type (e.g., orchestration vs. application) and technology type (e.g., BPEL vs. ESB)
- Web Service Design Concepts – Principled design of web service classes and supporting XML schemas in support of a BPM-centric web services design pattern
- Design Problem (Groups) – Problem set to be solved and discussed by groups, with possible answers provided
- Section 3: BPM+SOA=EA Migration {Case Study II – Focus on design-related issues}
- EA Migration Path – Impact of path followed on process and service design
- EA Migration Approach – Impact on implementation based on the EA migration path
- BPM Design Stories Revisited (All) – Evaluating previous stories in light of learned material
- References – Sourced material, informational links, and practitioner forums
Workshop Duration and Costs:
Duration: 3.5 hours (including breaks and exercises)
Regular Rates: $200/attendee with a minimum order of $1,000 {Note: assumes training facilities will be provided by customer(s).}
In-conference Rates: Discounts available, subject to negotiation {Note: assumes training facilities will be provided by conference.} |
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