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Flexible Workflow Management Approaches Management Approaches Flexible Workflow Management Approaches Matthias Voigt

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  • Flexible Workflow Management ApproachesManagement Approaches

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    1

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Motivation

    Workflow management systems are usually designed to supportsupport

    Highly standardized processesStructurally robust processesStructurally robust processesFrequently executed processes

    Typical companies using WfMSInsurancesCredit institutions(Public) Administration

    2

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Motivation

    (Not so) new requirements to WfMSBusiness processes have to become more and more flexibleI.e. they are changing more or less rapidlySupport of „Flexible“, „creative“ and „skill-intensive“ industries

    Support through „classical“ WfM approaches not availableavailable

    New WfM approaches have to considerNew WfM approaches have to considerChanging business processesUnforeseen events that „disturb“ running workflows„ g

    i.e. they have to be „flexible“

    3

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Flexibility TechniquesException HandlingException Handling

    Exceptions (= harmful events usually not modelled in a workflow) are anticipated…… and modelled in a general way

    Late ModellingW kfl t i bl k bWorkflows contain black boxesBlack boxes are filled with workflow model at run-time,depending on the particular situationp g p

    Late BindingWorkflow models are not compiled but interpretedChanges of the workflow model are possible at run-time

    Case HandlingWorkflows are not dependent on control flowWorkflows are executed as soon as all required data are available

    4

    Flexible Workflow Management Approaches

    Matthias Voigt

    Nurcan (2008)

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    5

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Exception Handling

    Anticipation of events that „disturb“ the execution of workflowsworkflows

    account not coveredapplication system not availableapplication system not availabledeadline exceeded

    Alternativesmodelling any possible exception as a part of the workflow modelmodelling exceptions as patterns (in all 135 patterns)

    Approach of RUSSEL, VAN DER AALST, and TER HOFSTEDE (2006):“W kfl E ti P tt ”“Workflow Exception Patterns”

    6

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Exemplary Workflow (YAWL)

    7

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Workflow Exception Patterns

    Exception Typeswork item failured dli i tideadline expirationresources not availableexternal eventexternal eventconstraint violation

    Exception Handling strategiesp g gat Work Item Level (only an excerpt; total of 15)

    force-complete (SFC)reallocate (ARA)

    at Case Levelcontinue current workflow instancecontinue current workflow instancecancel current workflow instancecancel any instance of the current workflow type

    8

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Workflow Exception Patterns

    Recovery actionno actionno actionrollbackcompensatecompensate

    Workflow exception handling languagep g g gset of modelling elementsintegration in workflow models

    9

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Exception Handling Elements

    10

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Example 1: Work Item Failure (Task)

    Activity „check credit“ fails

    Exception handling pattern:

    11

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Example 2: Deadline Expiration (Task)

    Deadline of activity „pick order“ expires

    Exception handling pattern:

    12

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Example 3: Resources not Available (Process)

    Resources of an arbitrary task are not available

    Exception handling pattern:

    13

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Example 4: External Event (Process)

    Client account is frozen

    Exception handling pattern:

    14

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Example 5: Constraint Violation (Task)

    Constraint „order_value < (client_credit_limit + client account balance)“ of task accept order“ isclient_account_balance) of task „accept order is violated

    Exception handling pattern:

    15

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Workflow Model with Exception Patterns

    Layer 2: Exception Handling Definition

    C

    Work Item Failure

    Deadline Expiration

    Constraint Violation

    Layer 1: Workflow Definition

    Accept order

    Check credit

    Print Pick order

    Organise shipping

    Createinvoice

    Processorder

    Update client

    Completeorder

    order list Pick order account

    16

    Flexible Workflow Management Approaches

    Matthias Voigt

    Russell et al. (2006)

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    17

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Late Modelling

    Workflow models that consist ofstructured parts („classic“ workflow models)

    i t t d tsemi-structured parts

    Workflows contain black boxesWorkflows contain black boxesBlack boxes are filled with workflow model at run-time,depending on the particular situationdepending on the particular situationContents of the black boxes cannot be anticipatedModeller is alerted as soon as late modelling becomesModeller is alerted as soon as late modelling becomes necessary

    Approach of Hagemeyer J, Herrmann T, Just K, Striemer R. pp g y , , ,(1997): Flexibilität bei Workflow-Management-Systemen

    18

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Late Modelling

    Process of publishing a book with „black box“

    19

    Flexible Workflow Management Approaches

    Matthias Voigt

    Hagemeyer et al. (1997)

  • Late Modelling

    Business process section „delivery date query“

    Check inventory Inventory sufficientInventory not

    sufficient

    Determine components

    C t Check capacityComponents determined

    20

    Flexible Workflow Management Approaches

    Matthias Voigt

    Hagemeyer et al. (1997)

  • Pockets of Flexibility

    Pocket of Flexibilityy

    21

    Flexible Workflow Management Approaches

    Matthias Voigt

    Sadiq et al. (2001)

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    22

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Late Binding

    Late BindingWorkflo models are not compiled b t interpretedWorkflow models are not compiled but interpretedChanges of the workflow model are possible at run-time

    Approach of WESKE, HÜNDLING, KUROPKA, and SCHUSCHEL(1998): Objektorientierter Entwurf eines flexiblen Workflow-(1998): Objektorientierter Entwurf eines flexiblen WorkflowManagement-Systems

    23

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Workflows in WASA21input 1

    e2e1input

    parameters a2a1 output

    parameters

    Workflowc2c1

    control flowparameters

    start conditionparameters

    workflow typesworkflow typescomplex workflowatomic workflow

    complexworkflow

    atomicmanual workflowautomatic workflow

    atomicworkflow

    24

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Exemplary Workfloworder PL PL ll t

    checkinventory

    removeproduct

    from stockorder

    order PL PL pallet

    pallet

    c1 c1

    check order

    prepareinvoice

    ship productorder invoice

    invoicepallet

    1c2c1 &

    invoicec1

    check inventoryorder PL

    AA

    c1create

    product listallocateproducts

    order PrL PrL ANA

    AA

    c1c2c1

    orderproducts

    createpicking list.

    ANA

    ANA

    ANA ANA PL

    c1 p

    (is_empty(ANA) AND c1 AND NOT c2)OR (NOT is_empty(ANA) AND c1 AND c2)

    c1 AND NOT is_empty(ANA)

    25

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Structural Equivalence of Schema and Instances

    W1

    x

    W2

    x y

    cW3

    y

    cSchema

    Execution

    x=1 x=1 y=5 y=5

    W1‘ W2‘c=true

    W3‘c=true

    x=4 x=4 y=8 y=8

    Instances W1‘‘ W2‘‘c=true

    W3‘‘c=true

    x=9 x=9 y=2 y=2

    W1‘‘‘ W2‘‘‘

    y

    c=trueW3‘‘‘

    y

    c=true

    26

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Interpretive Approach

    Workflow schemas are interpreted at run-time( Late Binding)( Late Binding)

    Workflow schemas are not compiledNo separation of run-time und build-time.p

    AdvantageAdvantageModification of running workflow instances is possibleRunning workflow instances can be adapted to new schemas

    27

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Adapting Running Instances

    KL Pal

    OrderCheck

    availability

    Order KL

    c1

    Pick productc1

    Take order

    Order Inv InvPal

    Create invoicec1

    Ship packagec2c1 &

    COMPLETED ONWORKLIST RUNNINGNOT YETSTARTEDLegend

    28

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Adapting Running Instances

    KL Pal

    OrderCheck

    availability

    Order KL

    c1

    Pick productc1

    Take order

    Order Inv InvPal

    InvPal

    InvPal

    Create invoicec1

    Ship packagec1

    Quality checkc2c1 &

    Modification of the workflow schemaDeletion of old edges, parameters and conditionsInsertion of new workflowInsertion of new edges, parameters and conditions

    29

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Adapting Running Instances

    A tik l

    KL PalKL Pal

    OrderCheck

    availability

    Order KL

    c1

    Artikelauslagernc1

    Pick productc1

    Take order

    Auftr Rech RechPal

    RechPal

    RechPal

    Auftr RechOrder Inv RechPal

    RechPal

    RechPal

    RechPal

    InvPal

    InvPal

    RechPal

    RechPalInvPal

    Rechnungerstellenc1

    Paketversendenc1

    Qualitätprüfenc2

    c1 &Rechnungerstellenc1Create invoice

    c1Qualitätprüfenc2

    c1 & Qualitätprüfenc2c1 & Quality checkc2c1 & Paketversendenc1

    Paketversendenc1

    Ship packagec1

    C ti i tiContinuing execution…

    30

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Automatic Adaption of Running Instances to new Schemas

    Workflow schema is modified

    The WfMSh k hi h i t f th h tl ichecks which instances of the schema are currently running

    performs a consistency check is modification possibleadapts instances to new schemaadapts instances to new schema

    31

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Example: Automatic Adaptionold workflow schema new workflow schema

    W1 W2 W3 W1W2Manual

    changethrough

    W4 W5user

    old workflow instance new workflow instance

    W1 W2 W3 W1W2

    AutomaticchangethroughWfMS

    W4 W5WfMS

    W2Automatic

    changeW1 W2 W3 W1

    W2

    W4 W5

    changethroughWfMS

    W1 W2 W3 not possibleAutomatic

    changethroughWfMS

    32

    Flexible Workflow Management Approaches

    Matthias Voigt

    Weske et al. (1997)

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    33

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Case Handling

    Case HandlingWorkflo s are not dependent on control floWorkflows are not dependent on control flowWorkflows are executed as soon as all required data are available

    Approach of SCHUSCHEL and WESKE

    34

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Case HandlingCl i “ kfl d l„Classic“ workflow model

    A2Analyse customer

    D1 Cu

    stome

    r data D2 Customer rating

    A1 A3D0Offer

    D ing

    D1 Customer dataD6 OfferTake order Create offerOfferrequest

    D5 Bill of

    D6 Offer

    A5Calculation

    A4Technical

    D5 Bill of material

    Calculationsolution

    35

    Flexible Workflow Management Approaches

    Matthias Voigt

    Schuschel, Weske (2002)

  • Case Handling

    Id I i i i l i l d dIdea: In most cases activities are exclusively dependent on their input data

    R l f t l fl Removal of control flows

    36

    Flexible Workflow Management Approaches

    Matthias Voigt

    Schuschel, Weske (2002)

  • Case Handling

    Why is this more flexible?

    Data objects can be created by other instances than the workflow model prescribesmodel prescribes

    If they already exist, depending activities can start earliery y , p g

    Some activities may be left out

    37

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Agenda

    Motivation – What is Flexibility?Fl ibl W kfl M t A hFlexible Workflow Management Approaches

    Exception HandlingLate ModellingLate ModellingLate BindingCase Handlingg

    Conclusion

    38

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Conclusion

    What are benefits and limitations of the approaches shown?

    Exception HandlingLate ModellingLate BindingLate BindingCase Handling

    Discussion

    39

    Flexible Workflow Management Approaches

    Matthias Voigt

  • Flexible Workflow Management ApproachesManagement Approaches

    Flexible Workflow Management Approaches

    Matthias Voigt