bpmn in pegasystems prpc flow rules

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BPMN in Pegasystems PRPC Flow Rules by Declan Chellar @AnalysisFu

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There is a perception that Pegasystems PRPC can be used to create BPMN-compliant process models. However, I consider this perception to be incorrect. This slide show takes you through my reasoning

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Page 1: BPMN in Pegasystems PRPC Flow Rules

BPMN in PegasystemsPRPC Flow Rules

by Declan Chellar@AnalysisFu

Page 2: BPMN in Pegasystems PRPC Flow Rules

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.

Page 3: BPMN in Pegasystems PRPC Flow Rules

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

Page 4: BPMN in Pegasystems PRPC Flow Rules

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

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

Page 5: BPMN in Pegasystems PRPC Flow Rules

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

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

CAVEAT:Pega does not claim that “Pega BPMN”

Flow Rules are BPMN-complaint.

Page 6: BPMN in Pegasystems PRPC Flow Rules

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.

Page 7: BPMN in Pegasystems PRPC Flow Rules

A sub-process expressed using BPMN

Page 8: BPMN in Pegasystems PRPC Flow Rules

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.

Page 9: BPMN in Pegasystems PRPC Flow Rules

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.

Page 10: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

Page 11: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

Both are supposed to be BPMN models of the sub-process

Page 12: BPMN in Pegasystems PRPC Flow Rules

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.”

Page 13: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

BPMN is a standard modelling notation maintained by the Object Management Group.

Page 14: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

A BPMN modelling tool is either BPMN-compliant or it is not. Closely matching is not compliance.

Page 15: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

Moreover, the diagram on the right does not closely match the one on the left.

Page 16: BPMN in Pegasystems PRPC Flow Rules

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.

Page 17: BPMN in Pegasystems PRPC Flow Rules

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.

Page 18: BPMN in Pegasystems PRPC Flow Rules

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.

Page 19: BPMN in Pegasystems PRPC Flow Rules

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.

Page 20: BPMN in Pegasystems PRPC Flow Rules

Pega BPMN is just a way of “re-decorating” Flow Rules

This is not the same as BPMN-compliance.

Page 21: BPMN in Pegasystems PRPC Flow Rules

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.

Page 22: BPMN in Pegasystems PRPC Flow Rules

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.

Page 23: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

From a business stakeholder perspective , the Flow diagram does not fully represent the business process.

Page 24: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

However, a Flow Rule is not meant to illustrate the business process, rather its implementation.

Page 25: BPMN in Pegasystems PRPC Flow Rules

Compare the levels of visible detail

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

Page 26: BPMN in Pegasystems PRPC Flow Rules

Pega BPMN is not BPMN compliant

Page 27: BPMN in Pegasystems PRPC Flow Rules

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.

Page 28: BPMN in Pegasystems PRPC Flow Rules

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.

Page 29: BPMN in Pegasystems PRPC Flow Rules

Pega BPMN is not BPMN compliant

Instead, in BPMN, business rules are invoked and executed inside a task shape.

Page 30: BPMN in Pegasystems PRPC Flow Rules

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.

Page 31: BPMN in Pegasystems PRPC Flow Rules

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.

Page 32: BPMN in Pegasystems PRPC Flow Rules

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.

Page 33: BPMN in Pegasystems PRPC Flow Rules

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.

Page 34: BPMN in Pegasystems PRPC 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.

Page 35: BPMN in Pegasystems PRPC Flow Rules

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