Business Process Modeling for EPLC Facilitated By Angela Thomas Ryan Kahn

1. Business Process Modeling for EPLC Facilitated By Angela Thomas Ryan Kahn

2. Agenda • The Role of Enterprise Architecture • Significance to EPLC • Review Criteria • Introduction to Business Process Modeling • Methodology and Models • Benefits and Cases of BPM NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

3. Enterprise Architecture (EA) • Enterprise architecture is a comprehensive framework used to manage and align an organization's • Systems (IT) • People • Operations • Projects with its operational characteristics (Office of the Chief IT Architect, NIH, 2009) NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

4. Significance of BPM to the EPLC EPLC BPM Deliverables • Business Case • Requirements NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

5. Review Criteria for EPLCWhat We Expect To See • Initiation Phase (Business Needs Statement) • Strategic Alignment • Considered Reuse of Processes and/or Systems • Concept Phase (Business Case) • As-Is Business Process Model(s) • To-Be Business Process Model(s) • Performance Metrics Identified • Adherence to NIHRFC0027 • Requirements Analysis Phase (Requirements Document) • Traceability to Business Process Models • Traceability to Performance Metrics NIH Enterprise Information Technology Architecture Contact: enterprisearchitecture@mail.nih.gov

6. Business Process Modeling What is a Business Process? A collection of activities that takes one or more kinds of inputs and creates an output that is of value to the customer. (Hammer & Champy, 1993) What is Business Process Modeling The consistent, repeatable and reusable approach to capture, organize, validate, analyze and depict the explicit business information to support all corporate initiatives. (Baker & Tyler, The Discipline of Business Modeling) NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

7. BPM MethodologyDecomposition Method • Technique used to break down a process into component parts • Methodology: Business Co-Formulation* Document Co-Formulation (DCF)* Facilitated Co-Formulation (FCF)* * Source: BusinessGenetics NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

8. Elements of a Business Process Model • Whatactivities must the business perform to achieve its purpose? • Whoperforms each activity (role, organization, system)? • Which information is used to perform each activity and which information is produced by each activity? • Where are the activities performed? • When are they performed? How do all the above interrelate to yield a business processes? NIH Enterprise Information Technology Architecture Contact: enterprisearchitecture@mail.nih.gov

9. WHAT Model Hierarchical representation of a complete set of business activities that support the achievement of a specific business purpose. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

10. WHAT ModelUse • To obtain a complete set of business activities necessary to support a specific business purpose (super set of activities) • To create a foundational framework from which all of the other Decomposition models are based • To depict business activities in a manner that is simple and easy to understand • Enables activity structure • Enables activity leveling NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

11. WHAT ModelRules and Dimensions In order to… What do you need to do? Have you? If you…

12. WHICH Model Representation of the business information needed to perform the activities, or that is produced by performing the activities. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

13. WHO Model Hierarchical representation of organizational units, roles, people and systems involved in performing business activities. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

14. WHERE Model A visual representation of spatial / geographic locations where business activities occur NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

15. WHEN Model Representation of time in which business activities can occur, that facilitates an understanding of business time considerations. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

16. HOW ModelSample NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

17. HOW Model Defined… Modeling Use… Who does What activities with Which information Where the activities are performed in the process flow When do the activities take place along process flow Different business scenarios Dimensions Activities Role Entities Locate Time Frame • Model that ties everything together • Used to display workflow on a single or multiple levels • Incorporates all other models and dimensions • Provides a single comprehensive view of the business operation NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

18. Benefits of BPM • Clarifies processes, roles and definitions • Clearly depicts the contribution of every activity to the overall business purpose • Allows holistic view of the entire process • Bridges the gap between “IT” and the business • Enables informed and quantitative decisions • Provides a single source of information • Promotes continuous collaborative improvement • Provides framework for use cases and system requirements NIH Enterprise Information Technology Architecture Contact: enterprisearchitecture@mail.nih.gov

19. Success StoriesMTA: Defining Processes Issue: Determine business needs for new system to support the management of materials. BPM Value: Identified system support similarities between the inbound and outbound transfers enabling the possibility of re-use during in house system development. Derived requirements for potential COTS systems. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

20. Success StoriesHSPD-12: Proving Compliance Issue: Prove HSPD-12 compliance, eliminate data quality errors, and improve manual processes. BPM Value: Proved HSPD-12 compliance. Reduced data errors. NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

21. Ongoing InitiativesEnroll Non-local Organization Issue: Manual intervention, duplicating processes, multiple data checks. BPM Value: Suggested an automated QC check and eliminating duplicative, manual checks. Demonstrated similarity in business processes between enrolling vendors & organizations. Similar Validation X 2 (Could be automated) Similar Data X 3 NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov

22. BPM for EPLC Support Contact Information • We’re here to help you! We can provide guidance and assistance to projects in meeting the requirements of EPLC. • Class http://training.cit.nih.gov/ Course IT800 - Business Process Modeling • Website http://EnterpriseArchitecture.nih.gov • Email EnterpriseArchitecture@mail.nih.gov • Rules for submitting BPM: NIHRFC0027 http://enterprisearchitecture.nih.gov/NR/rdonlyres/1886FFBF-72D8-4BE6- AEEC-37D81915072D/0/NIHRFC0027BusinessProcessModeling.pdf • Subscribe to the EA LISTSERV:http://list.nih.gov/archives/enterprise_architecture.html • BPM Contacts Angela Thomas Ryan Kahn (301) 451-3766 (301) 435-8190 angela.thomas@nih.govryan.kahn@nih.gov NIH Enterprise Architecture Contact: enterprisearchitecture@mail.nih.gov