]project-open[ Workflow Developer Tutorial Part 4

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]project-open[ Workflow Training This slides are part of a training course on the ]po[ workflow.

description

Bonus slides for the Workflow Developer Tutorial

Transcript of ]project-open[ Workflow Developer Tutorial Part 4

Page 1: ]project-open[ Workflow Developer Tutorial Part 4

]project-open[ Workflow Training

This slides are part of a training course on the ]po[ workflow.

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]po[ Workflow Building Blocks

Activity – Transition Decision Loop Parallel fork And-Join Outgoing communication Incoming communication

DemoPetri-Nets

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]po[ Workflow User Interaction

Inbox Action panel Journal Past (finished) workflows(?)

Demo

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]po[ Workflow Developer Interaction

Create a new workflow Update an existing workflow Re-assign workflow tasks Restart a workflow

Demo

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]po[ Workflow GUI

GUI for workflow users:– Workflow Inbox– Workflow Status Portlet– Workflow Journal Portlet– Workflow Action Panel

GUI for workflow developers:– Workflow Editor– Workflow Debugger

Demo

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Simple WF Tutorial

Design a simple WF using the WF editor

Link the workflow to a business object

Define who should perform the tasks Start, stop and reassign the WF Control the execution of the WF

InteractiveTutorial

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]po[ “Simple Process” Designer

Design a linear workflow including loops– Define workflow activities (transitions)– Define decisions and loops– Define static and manual assignments

Testing your workflow Deploying your workflow

Demo

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]po[ Workflow Assignments

Static Assignments Manual Assignments Calculated Assignments Missing Assignments

Demo

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Workflow Reporting

Operational reporting ]po[ Reporting Engine External reporting engine Data-Warehouse cubes Performance indicators and

scorecards

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Contents Overview

Explore how the ]po[ workflow works within your system

Learn about successful Workflow implementation from other customers

Discover the workflows provided to you by ]po[

Learn how to integrate your workflow with email, mobile and external systems

Learn how your workflows can operate in real-time

See how to administer and monitor your workflow

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Contents

The fundamental building blocks of ]po[ workflow Best practices to plan your workflow When to use ]po[ workflow and when not to use it Maintain and update a workflow during its years of

operation Advanced functions of the ]po[ workflow Notifications and reminders:

– Sending out emails: Workflow Notifications– Integration with mobile devices– Reminding people of their tasks

Integrating the ]po[ workflow with external systems Workflow audit Workflow metrics and measures The business case for a workflow

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Workflow Benefits

Standardize business processes Accelerate processes and avoid

delays Transparency and reporting Build the base for process

improvement Improve user productivity

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The Workflow Development Team

Process analyst Workflow designer Workflow developer Application administrator Key user Executive sponsor Report developer

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Controlling Object’s Lifecyle

Workflows frequently are used to control the states and the lifecycle of a business object (project, task, customer, …)

Learn how workflow transition can modify the status of the underlying business object

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]po[ Workflow Environment

Workflows are usually attached to a business object (project, customer, task)

The workflow can update the business object’s status as a result of workflow actions

The workflow can display the objects information and accept updates to the object’s fields

In theory, more then one workflow can be attached to a single object

Project TaskTask

TaskTask

CustomerUser

UserUser

WF

WF

WF

Gantt Diagram!

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User Substitution and Vacation Logic Best Practices

Assignment to groups Global replacement of one user by

another user (or a group of them) Supervised re-assignment of users

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Workflow and Related Concepts

Similarities and differences between a Gantt Chart and a Workflow

Project tasks vs. Workflow tasks Difference between “hard”

sequential steps vs. “soft” parallel WF steps

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Practical Tips

Keep your WF as simple as possible Unify tasks executed by the same user Split tasks that are executed by different

departments of companies Avoid parallelism, unless it is absolutely

necessary. Eliminated “soft” sequential steps from

the WF and replace WF tasks by “tracking”.

Define how the WF should update the states of the underlying business object

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Workflow Development Organization

Define the business process Define activities and their roles

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Quotes

Learn how to track your critical processes and to measure their performance