Title: Formal methodologies for business process analysis?


Anthony,
 
In general terms, what you've listed are ways to "document" various aspects of a business process, rather than "how to" analyze a given business process. In order to effectively use UML, for example, one must first understand the process to be documented. When I work with my clients to help them formally analyze a given business process, I try to keep it very simple and use every-day terms rather than technical jargon relating any one notational system. For example, with one client we needed to analyze the new product development process. This is how I worked with the "subject matter experts", the folks actually performing the various activities/tasks. Once we had gathered the information (acquired the knowledge) then we took that knowledge off-site and used IDEF to document the process. This was then validated with the same subject matter experts and appropriately modifed to reflect accurately what was taking place. We found this approach to be extremely effective, the client staff was very comfortable and did not at all feel intimidated by a new jargon. And, as a matter of fact, was able to go on to use this framework to analyze other processes. The goal is not so much to use a specific metholodogy or notation, but rather to acquire the necessary knowledge so that effective decisions can be made regarding any needed changes to existing processes.
 
Effectively facilitating and capturing the knowledge expressed during such process analysis sessions is key and critial.
 
Hope this helps.
 
Rachel
 
RFA Business Process Analysis Framework:
 
  1. What we’re going to do
  2. Why we’re doing it
  3. What the results will be
  4. What we’ll do with the results
  5. The groundrules for our activities

What we’re going to be doing:
            List the various scenarios of managing product and product data
                        new product introduction
                        change a product package (labeling, configuration, pack factors, etc)
                        change a product price
                        discontinue a product
                        other
Choose a scenario to begin analyzing first
Identify all of the activities that need to be done in that scenario
(the To-Do Checklist we all have)
            Determine what activities need to be done first, second, third, etc.
            Who does them?
            What kicks each activity off?
            What is the goal for each activity – the expected outcome?
            What information and data is required for each activity?
            Where does that information and data come from?
            What are the controls or rules in play
            What activities must be done and what activities are optional
            What makes an activity required versus optional

Repeat for each scenario

Why we’re doing this

            We need to know what’s being done today
            Will use as a roadmap to plan the future
 
 What the results will be
            A propess model (map), narratives, information requirements, sequencing and timing of activities, the controls governing each activity and the end result
 
What we’ll do with the results
            Will be modified into a “future state” process model showing any needed modifications 
            We’ll end up with two sets of models: “current state” and “future state”
            Will be useful beyond this project for subsequent customer’s new/changing processes and requirements
What’s my role?
            Facilitate your analysis
            Capture (record) what’s discussed
            Review/verify with you that I captured the information (your knowledge) accurately
            Working with my colleagues convert the information (knowledge) acquired today and Monday into Process Models
            Review Process Models with the team, modify as needed
            Work with the Project Team to design “future state” model
What are the groundrules for our efforts?
-----Original Message-----
From: Anthony Beecher [mailto:[EMAIL PROTECTED]]
Sent: Friday, February 02, 2001 4:53 PM
To: [EMAIL PROTECTED]; [EMAIL PROTECTED]
Subject: Formal methodologies for business process analysis?




I would like to know if anyone can give me any suggestions on the latest formal methodologies for business process analysis.  I am interested in techniques for:

 - Project life cycle (RAD?)
 - Discovery of relevant facts (JAD?)
 - Documentation of business processes (UML?)
 - Use case methodologies
 - Data analysis (IDEF?)
 - Anything else relevant...

The basic intention is to improve the quality of my work at design time and improve the success of integration projects.  The more I am able to think of and account for ahead of time, the less pains I suffer after implementation. 

Any tips, thoughts or pointers to resources will be appreciated!

Thanks,
Anthony Beecher



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