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BPMN in Pegasystems
  PRPC Flow Rules
    by Declan Chellar
      @AnalysisFu
Pega BPMN: the perception




There is a perception that Pegasystems
PRPC can be used to create BPMN-
compliant process models.*




 * This slide deck is relevant up to PRPC version 6.2.
What the Pega Developers Network says

 “BPMN stencil — By selecting a BPMN Visio stencil,
 you can create flow diagrams that closely match the
 appearance and notation used in Business Process
 Management Notation (BPMN) diagrams.”*




* http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
What the Pega Developers Network says

 “BPMN stencil — By selecting a BPMN Visio
 stencil, you can create flow diagrams that closely
 match the appearance and notation used in Business
 Process Management Notation (BPMN) diagrams.”*


       Notice the words “closely match”.
       This is not the same as saying that Pega’s
       BPMN stencil is BPMN-compliant.


* http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
What the Pega Developers Network says

 “BPMN stencil — By selecting a BPMN Visio stencil,
 you can create flow diagrams that closely match the
 appearance and notation used in Business Process
 Management NotationCAVEAT: diagrams.”*
                       (BPMN)
       Pega does not claim that “Pega BPMN”
          Flow Rules are BPMN-complaint.
       Notice the words “closely match”.
       This is not the same as saying that Pega’s
       BPMN stencil is BPMN-compliant.


* http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
A sub-process expressed using BPMN
• The next slide contains an example of a sub-process
  modelled using BPMN.
• This sub-process “Review Leave Request” is part of a higher-
  level workflow for handling leave requests.
• That workflow consists of three sub-processes:
    • Request Leave
    • Review Leave Request
    • Review Rejected Leave Request.
• The level of modelling on this diagram calls out all the
  logical steps that need to take place in order to review a
  leave request.
• Details such as data requirements and business rules do not
  appear on the diagram, although steps where business rules
  get invoked are indicated.
A sub-process expressed using BPMN
The sub-process as implemented by a Flow Rule

                                    Here we see
                                    how an initial
                                    draft of the
                                    PRPC Flow Rule
                                    for “Review
                                    Leave Request”
                                    might look.

                                    This diagram
                                    shows Pega
                                    Standard
                                    shapes.
The same Flow Rule in Pega’s version of BPMN




                                   And here we
                                   see how the
                                   initial draft of
                                   the PRPC Flow
                                   Rule might look
                                   using Pega’s
                                   version of
                                   BPMN shapes.
Compare the levels of visible detail
Compare the levels of visible detail




Both are supposed to be BPMN models of the sub-process
Compare the levels of visible detail




Pega Developers Network says: “BPMN stencil — By selecting
a BPMN Visio stencil, you can create flow diagrams that closely
match the appearance and notation used in Business Process
Management Notation (BPMN) diagrams.”
Compare the levels of visible detail




BPMN is a standard modelling notation maintained by
          the Object Management Group.
Compare the levels of visible detail




A BPMN modelling tool is either BPMN-compliant or it
  is not. Closely matching is not compliance.
Compare the levels of visible detail




Moreover, the diagram on the right does not closely
             match the one on the left.
Compare the levels of visible detail




BPMN-trained business stakeholders would understand the
  diagram on the left, but would be confused by the lack of
  BPMN-compliance in the Flow Rule on the right.
Compare the levels of visible detail




It would be better to show business stakeholders a
 Pega Standard Flow Rule and get them used to the
              Pega Standard notation.
Pega BPMN is just a way of “re-decorating” Flow Rules




 The Pega Standard notation is on the left and Pega
               BPMN on the right.
Pega BPMN is just a way of “re-decorating” Flow Rules




All Pega does is “re-paint” its Flow Rule shapes to look
                   like BPMN shapes.
Pega BPMN is just a way of “re-decorating” Flow Rules




     This is not the same as BPMN-compliance.
Pega BPMN is just a way of “re-decorating” Flow Rules




PRPC Flow Rules implement the business process and
as design/implementation devices, they do not make
 all the necessary business steps explicit on the Flow.
Much of the logical detail is not explicit in the Flow Rule




 This slide highlights business process steps which are
 unlikely to be explicit on the Flow Rule, even though
     they are handled by Rules “behind” the Flow.
Compare the levels of visible detail




  From a business stakeholder perspective , the Flow
diagram does not fully represent the business process.
Compare the levels of visible detail




However, a Flow Rule is not meant to illustrate the
  business process, rather its implementation.
Compare the levels of visible detail




But you should not try to use your Flow Rule to
      express something which it cannot.
Pega BPMN is not BPMN compliant
Pega BPMN is not BPMN compliant




The Integration shape that Pega uses on the “BPMN”
  view of the Flow is not part of the BPMN palette.
Pega BPMN is not BPMN compliant




In BPMN “diamond” shapes are known as “Gateways”
and serve only as visual aids in navigating the diagram.
     No processing takes place inside a Gateway.
Pega BPMN is not BPMN compliant




Instead, in BPMN, business rules are invoked and
           executed inside a task shape.
Pega BPMN is not BPMN compliant




In PRPC’s version of BPMN, there is behaviour going on
  inside “diamond” shapes, which breaks the rules of
                        BPMN.
Pega BPMN is not BPMN compliant




Although it is correct from a PRPC perspective to hide
process details behind Flow Rule shapes, from a BPMN
           perspective, this is not correct.
Further limitations to Pega BPMN
• Pega BPMN cannot and should not include manual
  steps. BPMN can and should.
• Pega BPMN cannot and should not include steps and
  sub-processes executed in non PRPC systems. BPMN
  can and should.
• Pega BPMN cannot and should not include steps and
  sub-processes which are out of scope for the current
  software implementation. BPMN can and should.
• BPMN is technology-agnostic; Pega BPMN is
  technology-specific.
Conclusion
• The Pega BPMN stencil is not a tool for creating
  BPMN models within PRPC.
• It is a way of viewing PRPC Flow Rules using
  shapes reminiscent of BPMN.
• Pega BPMN is not BPMN-compliant.
• This non-compliance is likely to confuse
  stakeholders who are BPMN-trained.
• Better to get stakeholders used to Pega Standard
  Flow Rules.
Conclusion
In golf, no matter how good your 3-iron is, you can’t
turn it into an 8-iron by scratching on the number.
www.chellar.com/AnalysisFu

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BPMN in Pegasystems' PRPC Flow Rules

  • 1. BPMN in Pegasystems PRPC Flow Rules by Declan Chellar @AnalysisFu
  • 2. Pega BPMN: the perception There is a perception that Pegasystems PRPC can be used to create BPMN- compliant process models.* * This slide deck is relevant up to PRPC version 6.2.
  • 3. What the Pega Developers Network says “BPMN stencil — By selecting a BPMN Visio stencil, you can create flow diagrams that closely match the appearance and notation used in Business Process Management Notation (BPMN) diagrams.”* * http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
  • 4. What the Pega Developers Network says “BPMN stencil — By selecting a BPMN Visio stencil, you can create flow diagrams that closely match the appearance and notation used in Business Process Management Notation (BPMN) diagrams.”* Notice the words “closely match”. This is not the same as saying that Pega’s BPMN stencil is BPMN-compliant. * http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
  • 5. What the Pega Developers Network says “BPMN stencil — By selecting a BPMN Visio stencil, you can create flow diagrams that closely match the appearance and notation used in Business Process Management NotationCAVEAT: diagrams.”* (BPMN) Pega does not claim that “Pega BPMN” Flow Rules are BPMN-complaint. Notice the words “closely match”. This is not the same as saying that Pega’s BPMN stencil is BPMN-compliant. * http://pdn.pega.com/Devnet/Announcements/Announce61/process.asp
  • 6. A sub-process expressed using BPMN • The next slide contains an example of a sub-process modelled using BPMN. • This sub-process “Review Leave Request” is part of a higher- level workflow for handling leave requests. • That workflow consists of three sub-processes: • Request Leave • Review Leave Request • Review Rejected Leave Request. • The level of modelling on this diagram calls out all the logical steps that need to take place in order to review a leave request. • Details such as data requirements and business rules do not appear on the diagram, although steps where business rules get invoked are indicated.
  • 8. The sub-process as implemented by a Flow Rule Here we see how an initial draft of the PRPC Flow Rule for “Review Leave Request” might look. This diagram shows Pega Standard shapes.
  • 9. The same Flow Rule in Pega’s version of BPMN And here we see how the initial draft of the PRPC Flow Rule might look using Pega’s version of BPMN shapes.
  • 10. Compare the levels of visible detail
  • 11. Compare the levels of visible detail Both are supposed to be BPMN models of the sub-process
  • 12. Compare the levels of visible detail Pega Developers Network says: “BPMN stencil — By selecting a BPMN Visio stencil, you can create flow diagrams that closely match the appearance and notation used in Business Process Management Notation (BPMN) diagrams.”
  • 13. Compare the levels of visible detail BPMN is a standard modelling notation maintained by the Object Management Group.
  • 14. Compare the levels of visible detail A BPMN modelling tool is either BPMN-compliant or it is not. Closely matching is not compliance.
  • 15. Compare the levels of visible detail Moreover, the diagram on the right does not closely match the one on the left.
  • 16. Compare the levels of visible detail BPMN-trained business stakeholders would understand the diagram on the left, but would be confused by the lack of BPMN-compliance in the Flow Rule on the right.
  • 17. Compare the levels of visible detail It would be better to show business stakeholders a Pega Standard Flow Rule and get them used to the Pega Standard notation.
  • 18. Pega BPMN is just a way of “re-decorating” Flow Rules The Pega Standard notation is on the left and Pega BPMN on the right.
  • 19. Pega BPMN is just a way of “re-decorating” Flow Rules All Pega does is “re-paint” its Flow Rule shapes to look like BPMN shapes.
  • 20. Pega BPMN is just a way of “re-decorating” Flow Rules This is not the same as BPMN-compliance.
  • 21. Pega BPMN is just a way of “re-decorating” Flow Rules PRPC Flow Rules implement the business process and as design/implementation devices, they do not make all the necessary business steps explicit on the Flow.
  • 22. Much of the logical detail is not explicit in the Flow Rule This slide highlights business process steps which are unlikely to be explicit on the Flow Rule, even though they are handled by Rules “behind” the Flow.
  • 23. Compare the levels of visible detail From a business stakeholder perspective , the Flow diagram does not fully represent the business process.
  • 24. Compare the levels of visible detail However, a Flow Rule is not meant to illustrate the business process, rather its implementation.
  • 25. Compare the levels of visible detail But you should not try to use your Flow Rule to express something which it cannot.
  • 26. Pega BPMN is not BPMN compliant
  • 27. Pega BPMN is not BPMN compliant The Integration shape that Pega uses on the “BPMN” view of the Flow is not part of the BPMN palette.
  • 28. Pega BPMN is not BPMN compliant In BPMN “diamond” shapes are known as “Gateways” and serve only as visual aids in navigating the diagram. No processing takes place inside a Gateway.
  • 29. Pega BPMN is not BPMN compliant Instead, in BPMN, business rules are invoked and executed inside a task shape.
  • 30. Pega BPMN is not BPMN compliant In PRPC’s version of BPMN, there is behaviour going on inside “diamond” shapes, which breaks the rules of BPMN.
  • 31. Pega BPMN is not BPMN compliant Although it is correct from a PRPC perspective to hide process details behind Flow Rule shapes, from a BPMN perspective, this is not correct.
  • 32. Further limitations to Pega BPMN • Pega BPMN cannot and should not include manual steps. BPMN can and should. • Pega BPMN cannot and should not include steps and sub-processes executed in non PRPC systems. BPMN can and should. • Pega BPMN cannot and should not include steps and sub-processes which are out of scope for the current software implementation. BPMN can and should. • BPMN is technology-agnostic; Pega BPMN is technology-specific.
  • 33. Conclusion • The Pega BPMN stencil is not a tool for creating BPMN models within PRPC. • It is a way of viewing PRPC Flow Rules using shapes reminiscent of BPMN. • Pega BPMN is not BPMN-compliant. • This non-compliance is likely to confuse stakeholders who are BPMN-trained. • Better to get stakeholders used to Pega Standard Flow Rules.
  • 34. Conclusion In golf, no matter how good your 3-iron is, you can’t turn it into an 8-iron by scratching on the number.

Notas del editor

  1. Thisisanexample of a sub-processmodelledusing BPMN.This sub-process “ReviewLeaveRequest” ispart of a higher-levelworkflowforhandlingleaverequests.Thatworkflowconsists of three sub-processes: RequestLeave, ReviewLeaveRequest and ReviewRejectedLeaveRequest.Thelevel of modellingonthisdiagramcallsoutallthelogicalstepsthatneedtotake place in ordertoreview a leaverequest.Detailssuch as data requirements and business rules do notappearonthediagram, althoughstepswherebusiness rules are invoked are indicated.
  2. Thisslide shows howtheinitialdraft of the PRPC Flow Rule might look usingPega’sversion of BPMN shapes.
  3. All Pega doesis re-paintitsFlow Rule shapesto look like BPMN shapes.Thisisnotthesame as BPMN-compliance.
  4. Thisisnotthesame as BPMN-compliance.
  5. Thisslide introducestheargumentthatPega´sversion of BPMN isactuallynot BPMN at all.
  6. Thisslidelistslimitationsto Pega BPMN which are allowed in BPMN.
  7. Thisslidelistslimitationsto Pega BPMN which are allowed in BPMN.
  8. Thisslidelistslimitationsto Pega BPMN which are allowed in BPMN.