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Some Best Practices for Savvion Development

Submitted by ParvezShaikh on Sat, 2012-01-07 20:07
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 Life is always about finding the best ways of achieving your goals. These guidelines have been formulated from experience and knowledge of the tool to help anybody to design better mature workflows as well as for easier migration to a structured workflow paradigm.
 
The provided workflow patterns and programming suggestions should not be taken as the only way to implement the corresponding concepts. They are intentionally simplified to readily convey the general design principles as well as to clearly point out models or workflow. Your business may require different implementations or design variations for some of these concepts and your workflow designs will probably be more complex than the patterns presented as examples in this article.
 
Best Practices in Process Modeling
 
Process modeling can be used to define, document, analyze and improve valuable corporate processes and achieve the so called Business Process Management maturity. Effective process modeling makes use of a common naming conventions and methodology, shows the integration of processes with systems, organizations and data, and supports process walkthroughs for validation.

  •  A process represents a prescribed, directed path and each instance follows a predictable, repeatable and measurable process. Action or Paths that are not defined cannot be taken.
  •  The processes should not include extra and/or redundant worksteps that reflect logic. Instead, this logic should go into an external performer.
  • The process template should not have redundant worksteps or we should try to complete process with least number for worksteps for better performance.
  •  If you have 2 manual activities adjacent to each other with the same performer, do not make the user go to the task list for the next activity. You should model it as one activity. Products like Savvion have BizSolo Applications which can help you with this.
  •  Prepared model should be validated against requirement.
  • At times process model may not look the same as Business Process since processes could have subprocesses, merged worksteps etc.

 
Process Template Names
 

  • The name of the process template should be such which describe the main purpose of designing or having a workflow. It should not be space separated eg:- CapitalExpense.  Remember your first template’s name will be used as app name going forward. Name it wisely.
  • Designing the new version of the process should be done by using the functionality of  “Use an existing file from file system as template”.  Versioning happens as V1, V2 etc.
  • While creating a new application, use proper name for Label, Version, Group, Duration, Category and Sub-category.
  • Always provide a nice label as that is what your users will see in their application list.
  •  Process should contain Swim lanes and Phases. Swim lanes help to distinguish different performer involved in process, whereas Phases define the stages to which process is liable to pass in course of reaching to completion.
  •  Savvion uses an underlying database. Corresponding to each template that you install there will be a table created. Some databases like Sybase have a limitation that table names cannot be more than 28 characters. Make sure you name your templates with less that the prescribed limit.

 
Naming Conventions
 
Human/Adapter Work step

  • The name should be Short & meaningful, alpha-numeric, and with spaces.
  • The label should be any meaningful string value which describes what the entity does.
  • Make sure that your names describe what you are doing in the step. It makes understanding the model much easier.
  •  Remember it is a work step. The name should reflect what it does rather than who does it. For example the work step name should be “Review Loan Application” rather than “Branch Manager review”. As your model matures your actual performers might change and changing workflow model then could be very difficult.

 
 Decisions
 


Parvez Shaikh
Business Process Management Professional with experience in developing workflow solutions in Manufacturing domain
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