Process & Workflow Management Organization and Projects

Reiner Siebert, FT3/EK Process & Workflow Management

Research and Technology

Contents
1. Introduction Workflow Management - Our Point of View Organization Department and Team Workflow Research Overview Motivation and Project Areas Project Area WEP Flexible Workflow Management for Engineering Processes Project Area COW Cross-Organizational Workflow Management
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Reiner Siebert, FT3/EK - 12.07.01

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Research and Technology

Workflow Management for Engineers

Traditional
Process Data

With Workflow

Workflow Management System

Processes Workflows

Actors

Applications

First Release RFO CAD prototypemodels (E) (F)

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Research and Technology

Workflow - Terms and Definitions

Workflow is the automation of a business process, in whole or part, during which documents, information, or tasks are passed from one participant to another for action, according to a set of procedural rules. (WfMC) Workflow Management System is a software system that manages the execution of workflows by interpreting process definitions. The system supports the definition and administration of workflow schemes as well as the execution and monitoring of workflow instances. (WfMC, GI, DIN)
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Research and Technology

Goals and Benefits

Operational Aspects Operational Aspects r Reliable and secure process r Reliable and secure process execution execution r Base technology for e-business r Base technology for e-business applications applications r Reduced implementation effort of process applications * Graphical designers * Routing capabilities * Data/application management * Organizational modeling * Inter-process dependencies * Reuse of process parts r Transparency and flexibility
Process & Workflow Management - Organization and Projects 5

Strategical Aspects Strategical Aspects r Improved process and product r Improved process and product quality quality r Simultaneous Engineering r Simultaneous Engineering -> reduced time to market -> reduced time to market -> reduced costs -> reduced costs r Process monitoring and controlling r Flexibility to adapt processes fast, easily, and with low costs r Integration of supplier processes r Flexibility to adapt supplier relationships competitively
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Reiner Siebert, FT3/EK - 12.07.01

Research and Technology

Contents
1. Introduction Workflow Management - Our Point of View Organization Department and Team Workflow Research Overview Motivation and Project Areas Project Area WEP Flexible Workflow Management for Engineering Processes Project Area COW Cross-Organizational Workflow Management
Confidential
Reiner Siebert, FT3/EK - 12.07.01

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Research and Technology

Organization and Management Structure

IT for Engineering Alfred Katzenbach

Virtual Reality Klaus Grebner

Knowledge Management Ute John

Process Chain Development Robert Winterstein

Process Chain Production Sigi Haasis

Agent Technologies Kurt Sundermeier

Data & Information Management Jrgen Sellentin

Process & Workflow Management Reiner Siebert

Distributed EDM / PDM Michael Feltes

Engineering Applications Bernd Ehrenberg

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Research and Technology

Research Cooperations
University of Ulm, Prof. Peter Dadam
4 Workflow management for engineering processes, PhD thesis

University of Stuttgart, Prof. Kurt Rothermel University of Kaiserslautern, Prof. Theo Hrder
4 Cross-Organizational workflow management , PhD thesis

University of Erlangen, Prof. Stefan Jablonski

4 Integrated process, product, and project monitoring 4 Flexible and extensible process models

University of Stanford, Prof. Charles Petri

4 Workflow and Agent Technology

University of Twente

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Research and Technology

External Partners
Industrial Cooperations and Contacts
4 IBM and Lotus Development Applications and enhancements of Domino.Workflow, MQ Series 4 SAP R3 Workflow 4 Engineering + Design AG (EDAG) Cooperation in Digital Engineering work package supplier integration 4 BMBF-Project iViP

Standards and Boards

4 4 4 4 4 Workflow Management Coalition (WfMC) OMG, Workflow Facility Society for Computer Science (GI), working group workflow management Engineering Workflow (EWF) eBusiness Standards

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Reiner Siebert, FT3/EK - 12.07.01

Research and Technology

Contents
1. Introduction Workflow Management - Our Point of View Organization Department and Team Workflow Research Overview Motivation and Project Areas Project Area WEP Flexible Workflow Management for Engineering Processes Project Area COW Cross-Organizational Workflow Management
Confidential
Reiner Siebert, FT3/EK - 12.07.01

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Research and Technology

Application and Requirements Scenario

Process support by workflow management technology
Select Components

Request

First Proof

Details

Agree- Deciment sion

ConProstruction duction

Engineering Change Management

Supplier process integration by crossorganizational workflow management by integrated process, product, and project monitoring
Supplier Processes

Design Component

Catia GIS DMU

Engineering Design Changes

Digital MockUp

Research on process management technology to define, manage, control, carry out and monitor flexible engineering processes with a special focus on supplier integration in heterogeneous cross-organizational b2b applications.
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Research and Technology

Workflow Management for Engineering Processes

TOP Level Process - MDS
strategy
FAST (I)

technology

engineering /development

Manuf. startup

mass production quality gate

Flexible

selection Work model schedul Specifi(F.1) cations e (G) (H) concepts modeling

Improving process coordination

first ConforPPR start of first release RFO mation (C) produc- production proto- CAD shell contion (B) car Validation of workflow type(F) modelsstruction (job no. 1) (E) (D) (A)

correctness

milestone

Reliable workflow execution

design component select component s design component CATIA DMU Eval goal
GIS SRMDMU GIS Catia

design component release CATIA DMU check goal component DMU SRM GIS + s

+ date

date

Goal-oriented design activities Focusing on the creative part of work

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Advanced data release Simultaneous engineering phase Confidential

Reiner Siebert, FT3/EK - 12.07.01

Research and Technology

Cross-Organizational Workflow Integration

WfMS 1 Mapping of ,,po,po, send different workflow models pkjp, event Seamless integration of supplier processes
output data input data current Coupling of external actor different Workflow Systems activity

Integration of supplier systems

Workflow Integration Architecture

Events Events Trigger Trigger InforInformation mation OrganiOrganization zation Privacy Privacy Security Security

External Event

Various levels of detail

,,po,po, get data

responsible

Modeling concepts for security and privacy Reliable supplier relationship WfMS 2

Business process pkjp, event flexibility in - out

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Research and Technology

eBusiness Process Management

Research on process management technology to define, manage, control, carry out and monitor flexible engineering processes with a special focus on supplier integration in heterogeneous cross-organizational b2b applications.

Research Priorities
Coupling of workflow systems and applications Transparency, privacy and security concepts in crossorganizational processes Standardized monitoring of process nets Process portal - concepts and architecture

Process and Workflow Integration

e-Biz Relevant Topics

Supplier process integration Flexibility to adapt processes and supplier relationships competitively Base technology for e-business applications
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Research and Technology

Global e-Marketplaces require b2b - Process Integration

DaimlerChrysler First-tier Supplier - DCA

Integrated Global Global Marketplace Integrated Process Marketplace

DaimlerChrysler - DCS DaimlerChrysler-Intranet

Dynamic connection of new processes via a workflow portal

Flexible selection of associated partner processes Other OEMs

other OEM s

N-Tier Supplier n-tier Supplier

Explicit process requirements for trading and procurement of process services Other OEMs
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Research and Technology

eBusiness Process Management Framework

User Interface

Global Process Marketplace

Process Integration Services cross-organizational Process Monitoring in Anlehnung an Workflow Integration COVISINTArchitectur

Systems Interface

Customers Buyers Suppliers

Portal Services Role based access

Integration Services Application Integration Information Management

Basic Process Services web-based Organization Manager Workflow Management

Security Services Platform Services

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Research and Technology

Contents
1. Introduction Workflow Management - Our Point of View Organization Department and Team Workflow Research Overview Motivation and Project Areas Project Area WEP Flexible Workflow Management for Engineering Processes Project Area COW Cross-Organizational Workflow Management
Confidential
Reiner Siebert, FT3/EK - 12.07.01

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Research and Technology

Research Project WEP Workflow for Engineering Processes

Contact: Reiner Siebert, FT3/EK Thomas Beuter, FT3/EK

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Research and Technology

The Problem with Respect to Engineering Processes

WfMS Coordination of flow of : control and flow of data among activities

Design Comps Select Comp s Design Comps Check DMU Releas e Comps

structured PASS AEMA CATIA

unstructure d SRM
smaragd

structured 4DNav
virtual workshop

DIALOG

GIS

PFMS

Application systems: provide functionality for each task

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Research and Technology

Unstructured Subprocesses in WEP

WfMS Coordination of flow of : control and flow of data among activities

Select Comp s

Desig n Comp s Design Comp CATIADMU

Catia Eval goal GIS SRM DMU + GIS date

Check DMU

Releas e Comps

Executive with related role

structured PASS AEMA CATIA

unstructure d SRM
smaragd

structured The WEP approach: 4DNav virtual DIALOG workshop unstructured sub process goal-oriented activity describe the goal and not the way PFMS set dates to goals milestones multiple milestones enable advanced data release F Simultaneous Engineering

Application systems

GIS

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Research and Technology

Advanced Data Release in WEP

WfMS Coordination of flow of : control and flow of data among activities

Select Comp s

Desig n Comp s Design Comp CATIADMU

Executive with related role

ced goal van ad SRM GIS + a date dat se a rele

Check DMU Check 4D nav DMU DMU goal GIS +

Releas e Comps

date

mismatches are detected earlier -> reduces process time allows synchronous interactions like video conferences / shared applications -> less time consuming iteration loops

Coordinated Simultaneous Engineering

less obsolete information by automatic notifications when new data is arrived

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Research and Technology

Flexible Control Structures in WEP

WfMS

Select Comp s

Design Comps

Check DMU

Releas e Comps

trav ers e fe atu re

The WEP approach: variable parallelism defining rules on product model: traverse feature traverse feature describes properties (= features) current product structure must fulfil at runtime
product model
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Research and Technology

Flexible Control Structures in WEP

WfMS Design Comps

Select Comp s

Design Comps

Check DMU

Releas e Comps

trav ers e fe atu re

Design Comps

The WEP approach: variable parallelism at runtime current product structure is automatically traversed for each traverse hit a new parallel workflow block is automatically initiated by the WEP WfMS
product instance
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Research and Technology

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Reiner Siebert, FT3/EK - 12.07.01

Research and Technology

Contents
1. Introduction Workflow Management - Our Point of View Organization Department and Team Workflow Research Overview Motivation and Project Areas Project Area WEP Flexible Workflow Management for Engineering Processes Project Area COW Cross-Organizational Workflow Management
Confidential
Reiner Siebert, FT3/EK - 12.07.01

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4.

5.

Process & Workflow Management - Organization and Projects 25

Research and Technology

Research Project COW Cross-Organizational Workflow Management

Contact: Reiner Siebert, DaimlerChrysler Ottokar Kulendik, University of Stuttgart Michael Storch, Engineering & Design AG
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Research and Technology

Supplier Process Integration

Current Situation More or less defined processes Various levels of IT-support Loosely coupled process parts Informal collaboration Internal Process (Application/Workflow?)
Process Planning Design Proof

Problems ( L Integration reduced to informa-tional aspects (data exchange) External Process (Application/Workflow?) Unsufficient process coordination Low communication support Process Design Proof Lack of common process tracking Planning No security/privacy mechanisms

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Research and Technology

Supplier Workflow Integration

Goal Integration of manufacturer and supplier processes by workflow management applications Benefits Reliable execution support Cooperation support Workflow status monitoring Security and privacy of process information Reuse of proprietary workflows Efficient supplier integration Flexible process changes
WfMS 1
,,po,po send ,pkjp, event input data current actor externa lactivity

output data

Workflow Integration Architecture

Events Events Trigger Trigger
Externa l Event

InforInformation mation

OrganiOrganization zation

Privacy Privacy Security Security

,,po,po get ,pkjp, event

respon -sible data in - out

WfMS 2
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Research and Technology

EDAG Research Cooperation

Project Organization Duration: 2000-2003 FT3/EK Effort: ~ 8 MY Work Package: Ottokar Kulendik Management: Reiner Siebert EDAG Effort: ~ 2 MY Work Package: Michael Storch Management: Ullrich Kleinhans Development Program: S203 Responsibility by EDAG DC: Rainer Gnchwitz EDAG: Mr. Arau Transfer Program: MST
Process & Workflow Management - Organization and Projects 29

Scope: Process Integration Engineering workflow Data management: EDM/PDM Project management Cooperative development Current Results and Project Plan Scenario evaluation and modeling Process and workflow integration requirements analysis State of the art in research, products and standards 2001: Concepts and Architecture 2002: Implementation 2003 Transfer and Validation

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Research and Technology

Departments and Responibilities

Verantwortung Gesamtfahrzeug -Entwicklung
PL Entwicklung PL Gesamtfz. / DMU

DaimlerChrysler AG

PL Konstruktion (FGS Tren)

Szenario Konstruktion/ Berechnung

PL Berechn./ Simulation

PL Prototypenbau
Szenario Versuch

PL Versuch

PLPlanung /Produktion

Szenario Planung

PL Konstruktion Tr

PL Berechn./ Simulation

PL Prototypenbau

PL Versuch

PL Planung /Produktion

Verantwortung Tr-Entwicklung

PL Gesamtprojekt Confidential

EDAG

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Research and Technology

Process Scenario Simulation

Rolle

DaimlerChrysler

GesamtfahrzeugVernetzung durchfhren (4)

GesamtfahrzeugBerechnungen durchfhren (7)

Berechn. Nein i.O.?

Optimierungen erarbeiten (8)

Ja
Berechnung Gesamtfahrzeug Informationsstand prfen (2) Konstruktion Gesamtfahrzeug Anforderungen an Fachabt. DC formulieren (5) Liefertermine abstimmen (1) Rckmeldungen aus Fachabt. DC sammeln (9) Info ber Termin neuer Berechnungsstand (13) Freigabestand prfen (15)

1.
Informations stand erstellen (1)

2.
Liefertermine abstimmen ()

3.
Rckmeldungen der FA prfen (11)

4.
Informations Rckm. Nein stand i.O.? optimieren (12) weiter (1)

5.
Freigabestand erstellen (14)

Konstruktion Modul Tr

Ja

Ja

Berechnung Modul Tr

Informations stand vernetzen (3)

ModulBerechnungen durchfhren(6)

Berechn. i.O.?

Nein

Optimierungen erarbeiten (10)

EDAG

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Research and Technology

Requirements and Concepts

o Coupling & monitoring of integrated processes o Complex dependencies between data and events of processes o Autonomy concerning workflow management o Integration of existing heterogeneous WfMS o Privacy of internal information o Flexibility & reuse of Workflows o Common view on crossorganizational workflow o Top-down & Bottom-up Modelling * One extensible, refineable external workflow meta schema * Indirect coupling and indirect workflow dependencies
Cross-organizational High-Level Workflow External Workflow Internal Workflow WfMS 1 DaimlerChrysler
Process & Workflow Management - Organization and Projects 32

External Workflow Internal Workflow WfMS 2 Supplier

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Reiner Siebert, FT3/EK - 12.07.01

Research and Technology

eBusiness Standards for Workflow-Integration

eCo .NET, BizTalk
Message, Service, Process? Trading, Coupling

OAGIS

RosettaNet

ebXML

Interaction paradigm

Service

Message- / Process

Process

Process

Lifecycle support

Trading

Coupling

Coupling

Trading, Coupling

Application domain

Horizontal

Horizontal

Horizontal (?)

Vertical (?)

Horizontal

Subject

Framework

Framework (Product)

Content

Content, Framework, Methodology

Content, Framework, Methodology

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