Treinamento Aris Business Designer

www.braxis.com.br www.cpm.com.br www.cpminternational.com

© 2007 CPM Braxis, all rights reserved

Business Process Modeling with ARIS Business Designer

3© 2007 CPM Braxis, all rights reserved

Target Group and Prerequisites

• Target group for training – Employees from companies in which business process

management is implemented and ARIS Business Designer is used for modeling.

• Required knowledge – No special prior knowledge required.

– Ideally: Modeling experience from other projects and possibly with other tools.


Objectives of training

• At the end of the ARIS Business Designer training

– You will be familiar with the concept of the ARIS architecture and the most important modeling methods used as part of business process optimization projects

– You will be able to create and manage models in ARIS Business Designer

– You will know how you can check the models you create for correctness and completeness using tools

– You will be able to evaluate information contained in the ARIS database (models, objects etc.) using reports


Agenda (1)

Business Process Management Introduction

Business Process Design with ARIS

ARIS Business Designer: Modules and principles

Quick start guide: Modeling with ARIS Business Designer

Modeling with ARIS Business Designer: Creating "library" models

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22

33

44

55

5


Agenda (2)

Occurrence and definition level

Copying Modes in ARIS

Modeling with ARIS Business Designer: Creating Process Models

Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models

66

77

88

99

1010

6


Agenda

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Objectives of this Module

• At the end of this module

– You will know what a business process is

– You will understand why analysis and design of business processes is important

– You will know that business processes need to be managed

– You will be familiar with IDS Scheer AG's Business Process Lifecycle


Business Process Management Questions about Questions

?How to I go about Business Process

Management?

What is Business Process Management?

What is a (business) process?

Why do I need to analyze (business)

processes?

Why use Business Process Management?


Why Have Business Processes?

Company

Globalization

Saturated consumer market

Deregulation of competition

Shorter product life cycles Changing values

Rapid technological development

Price cutsCost pressure

Increasing customer demands

Challenges for companies


Why Have Business Processes?

Speed up product innovation

Improve product quality

Reduce costs

Increase sales/profits

Improve efficiency

Realize cost reduction potential

Improve delivery performance

Cut delivery / provision times

Improve customer service

Increase quality of customer order processing

Increase market shares

Open up new markets

Utilize customer potential

Increase employee satisfaction


Problems in Companies

Operational processes / business processes

Objective: Doing the right things correctly! Objective: Doing the right things correctly!

Corporate vision Corporate strategy Corporate objectives

Effectiveness Effectiveness Efficiency Efficiency

Customer satisfaction Employee satisfaction

+


Shortcomings in Effectiveness and Efficiency

Shortcomings in effectiveness: • No convincing motive• Unclear strategic objectives • Lack of knowledge of success

factors and potential • Unclear market objectives • Lack of knowledge of customer

problems, needs, requirements and expectations

• Unclear process and product objectives

Shortcomings in efficiency: • Numerous complaints • Numerous errors • High product costs • Long cycle times • Inadequate delivery

performance • Lack of delivery ability • High stocks • Lack of flexibility

Unsatisfied customers / employees

Effectiveness = Doing the right things

Efficiency = Doing things correctly


Typical Organizational Weaknesses

Department1

Customer Customer

Department2

Department1

Department4

Sub-process1

Sub-process2

Sub-process3

Sub-process4

Strategy

Organization

Technology

Frictional loss = Loss of value




Customer

Purchasing Marketing

Production Sales

Controlling

Focus on process sequence

Focus on hierarchy

Customers

Processes

Horizontal orientation

Vertical orientation

Function Orientation vs. Business Process Orientation

Customer Purchasing

Marketing Production Sales Controlling

Customer

K


"We define a business process as a collection of activities that has

one or more "inputs" and generates one or more results that

represent added value for the customer."

Source: Hammer and Champy, Reengineering the Corporation, 1993, p.35

"In general, a business process is a coherent sequence of commercial activities with the purpose of performing a service. The output and result of the business process is a service that is requested and consumed by an internal or external 'customer'."

Source: Scheer, August-Wilhelm: ARIS – From Business Process to Application System. 3. edition, Berlin et al. 1998.

What is a Business Process?


Customer Measurable objectives

Service quality Time / speed Costs

Corporate strategy Market conditions

Business Process: Features

Customers can mean both internal and external customers.

Business process Service


Sales processing

Purchasingprocessing

Human Resources

processing Finance

processing …

Innovation objectives

Economic objectives

Legal requirements

Quality objectives

Operational Business Processes

Operational Business Processes


The Process of Business Process Management

(Business) Process Management

Process strategy

Process design

Process implementation

Process controlling

Sales processing

Purchasingprocessing

Human Resources

processing Finance

processing …

Operational business processes


Basel II

New Process Types: Compliance Processes

Sarbanes- Oxley

Risk management

Quality management …

Compliance processes


Compliance processes

Business Process Management and Compliance Processes


Process strategy


Process controlling

Process design

Process design

Process design

... Sarbanes- Oxley

Riskmanagement

Qualitymanagement

Process design

Process design

Process design

Process design



Process strategy

Process design


Process controlling


How?

What with?

Why?

Who?



ProductsProducts(technology) (technology) ARIS PlatformARIS Platform

Approach Approach ARIS Value Engineering ARIS Value Engineering

Issues Issues Corporate

Governance

(ComplianceManagement)

BusinessProcessAnalysis

andOptimization

Implemen-tation and

Optimizationof SAP

Solutions

CorporatePerformanceManagement


Business Process Excellence Lifecycle


BPM Method: ARIS Value Engineering

Business Process Design Business Process Implementation

Business process controlling Business Process Strategy Set up KPI system

Measure performance

Establish process auditing

Introduce reporting

Analyze processes

Design target processes

Determine potential

Find interference factors

Determine cost-benefit / ROI

Investigate feasibility

Produce business segment matrix

Determine critical success factors

Record process landscape

Determine process objectives

Produce process portfolio

Adapt organizational structure

Monitor measures

Modify process sequences

Build up process expertise

Modify / introduce IT systems

Produce location analysis

Produce change concept

Plan change

Implement change

Facilitate stabilization

Change Management


ARIS Platform 2005

ARIS BSC Solution ARIS Business Optimizer ARIS BSC Scout

ARIS Business Designer ARIS Business Architect ARIS Business Publisher ARIS Toolset ARIS Easy Design ARIS Web Publisher ARIS Simulation ARIS Healthcare Solution ARIS Defense Solution ARIS QM Scout

ARIS for SAP NetWeaver ARIS Redocumentation Scout ARIS UML Designer ARIS Scout Factory ARIS Software Engineering Scout

ARIS Process Performance Manager ARIS Process Mining ARIS Performance Cockpit ARIS Online Monitoring ARIS Audit Manager ARIS Process Risk Scout ARIS Business Cockpit ARIS OrgAnalyzer


Agenda

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Objectives of this Module • At the end of this module

– You will be familiar with the ARIS architecture and its views

• You will know what is represented in each of the ARIS views

• You will be familiar with the structure of the ARIS Repository

– You will understand the rough phases of a modeling project

– You will know what advance activities need to be completed in the project preparation phase


What is ARIS?

• The ARIS House • ARIS

– Architecture for integrated information systems

– General concept used to describe business and application software

– Developed by Prof. Dr. Dr. h.c. mult. A.-W. Scheer

– Modeling method and modeling tool


ARIS Application Scenarios

Corporate reality Model creation

Implementation of standard business management software

Business ProcessManagement (BPM)

Corporate PerformanceManagement (CPM)

Software development / software engineering

Enterprise ApplicationIntegration (EAI)

Process cost accounting

Service oriented architecture / BPEL & Web services

Workflow management

Enterprise architecture / IT service management / ITIL

Quality management

Internal controls, risk & compliance management


Model Creation: Presenting Business Issues

• Presentation as text – Flights are booked by Ms. Klein in the Fly away system. She

needs the customer data as an input.

• Presentation in tables

• Presentation in charts ARISARIS

Generated Generated

Generated Generated


Functions create events.Functions create events.

Derivation of ARIS Architecture (1) Events trigger functions.Events trigger functions.

Booking inquiry

received

Event

Check booking inquiry

Function

Booking inquiry

complete

Event

Book hotel

Function

Book flight

Function

Flight booked

Event

Hotel booked

Event


Booking inquiry

received


Booking inquiry

complete

Flightbooked

Hotel booked

Book flight

Book hotel

Functions process data.Functions process data.

Flight data

Data

Customer data

Data

Customer data

Data

Derivation of ARIS Architecture (2)


Flight data

Booking inquiry

received

Customer data

Customer data

Employees execute functions.Employees execute functions.

Ms Maier

Employee

Mr Müller Employee

Mrs Smith Employee


Booking inquiry

complete

Flight booked

Hotel booked

Book flight

Book hotel



Booking inquiry

received

Mrs Smith

Ms Maier

Mr Müller

Employees belong to organizational units.Employees belong to organizational units.

Call center

Organizational unit

Hotel reservation

Organizational unit

Flight arrangement

Organizational unit


Booking inquiry

complete

Flight booked

Hotel booked

Book flight

Book hotel

Flight data

Customer data

Customer data



Bookinginquiry

received

Mrs Smith

Call center

Flight arrangement

Hotel reservation

Ms Maier

Mr Müller

Functions create and process products/services.Functions create and process products/services.

Booking form

Product/service

Booking inquiry

Product/service

Flight ticket

Product/service


Booking inquiry

complete

Flight booked

Hotel booked

Book flight

Book hotel

Flight data

Customer data

Customer data


Booking confirmation

Product/service


Organizational viewOrganizational view

Data viewData view

Function viewFunction view

Product/service viewProduct/service view

Reducing Complexity by Creating Views

Environmental Environmental datadata

EventEvent FunctionFunction

Org. unitOrg. unit EmployeeEmployee Product/Product/serviceservice

EventEvent FunctionFunction


ARIS Views

Organization

Processes Data Functions

Products/Services


ARIS Views: Integrated Modeling Call Center

Mrs Brown

Booking inquiryreceived

Booking inqirycomplete

Flight booked Hotel booked


Book flight Book hotel Bookingconfirmation

Mrs Brown

Customer data


Book hotel

Book flight

Bookingconfirmation

Flight ticket

Sales data

Customer inquiry

Customer offer

Customer order

Customer data


Important ARIS Model Types

Organizational chart

Technical term model eERM Table diagram

Function tree Application system type diagram

Value-added chain diagram (VACD) Event-driven process chain (EPC) Function allocation diagram (FAD)

Product tree


ARIS Repository

Functionality of the

Configuration

Project conventions

ARIS method

Projectn

Project1

Projects

ARIS Repository

Model types Object types Connection types Attribute type groups Attribute types Symbols Filters

Templates Font formats Languages


Phases of a Modeling Project

Focus of this training

Change Management

Business ProcessStrategy

Business ProcessImplementation

Business ProcessControlling

Business ProcessDesign

ProjectPreparation Modeling Quality assurance &

model release (RCM) Roll-Out


Method filter Group structure

Object library

Conventions handbook: Level of detail Representation Possible evaluations Project organization etc.

Project Preparation Preparation

Database setup

Process modeling / Quality assurance


Project Preparation: Preliminary Work for a Project

• Creation of method filter

• Creation of (modeling) template

• Creation and setup of ARIS project database

– User and access privilege management

– Creation of group structure – Creation of any object library necessary

Only in

Also in


ARIS Business Designer: Modules and Principles


Agenda

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– You will be able to log into an ARIS database in ARIS Business Designer

– You will have gained an overview of the products in the ARIS Design Platform

• You will understand the functional differences between ARIS Business Designer and ARIS Business Architect

• You will be familiar with the look and feel of ARIS Business Designer

– You will be able to set basic modeling options

– You will know what ARIS groups are and how they are managed


ARIS Business Designer: Scenario ARISARIS

ApplicationApplicationServer Server

• ARIS Toolset ARIS Toolset • ARIS BusinessARIS Business

Architect Architect

Database Database systemsystem

Shared Shared repositoryrepository

InternetInternet

Web-based Web-based

Three-level Three-level architecture architecture

RDBMS RDBMS (e.g. Oracle) (e.g. Oracle)

LAN LAN


Hardware, Software and Network Requirements

• Hardware: – Client/Local:

• Minimum: P III 450 Mhz 256 Mb RAM, ARIS BO : 512 MB RAM

• Recommended: P IV 2.4 Ghz 512 MB RAM, ARIS BO : 1 GB RAM

– Server: • Minimum: P IV 2.4 Ghz 512 MB RAM, • Recommended: P IV 3 Ghz 1 GB RAM

• Software: – All relevant Windows operating systems – Databases: Oracle and Sybase

• Network: – As for ARIS 6.x


ARIS Platform: Approvals

• The following are approved:

– ARIS products for operation with the Windows platforms 2000, XP and 2003

– ARIS Business Architect, ARIS Business Designer and ARIS Web Publisher for operation with JRE 1.4.2_07

– ARIS Business Architect, ARIS Business Designer and ARIS UML Publisher for operation with JRE 1.4.2_08 and 1.5.0_02

– ARIS Business Server for operation with Oracle databases, Version 9.2.0.6 and 10g


Launching ARIS Business Designer

• To launch ARIS Business Designer: – Alternative 1: Start -> Programs -> ARIS Platform -> ARIS Business

Designer 7.0

– Alternative 2: The program icon

• The Login Wizard is started.


Login Wizard: Selecting the ARIS Business Server

1a) Select server or 1b) Add server

• The Login Wizard consists of 3 steps (see Steps tab).

Login Wizard steps

1a) 1b)


Login Wizard: Logging Into an ARIS DB

2) Select ARIS database

3) Enter user name and password

• Note: A user can change his own password using File -> Change Password.


Login Wizard: Method Filter and Language

6) Finish launches ARIS Business Designer and opens the selected DB

5) Select DB language

4) Select method filter


Launching ARIS Business Designer in a Browser 1) Enter ARIS Business Server

3) Double click on program icon

2) Select user interface language

4) The ARIS DB must then be selected The Login Wizard is started.


Embedded Help in ARIS Business Designer

• Any questions? • The Embedded Help can be

called up:

– Using the F1 key at all times

– Using the Help tab in many cases (e.g. in wizards)

TIP: MAKE USE OF THE HELP!


ARIS Business Designer: Home Module

Quick start Tip of the day

Adjustable start screen Current login data


ARIS Business Designer / Architect Modules

The Administration and Script Editor modules are only available in ARIS Business Architect.

Module bar

Home contains some fundamental information: Quick start, start screen setting, tips, login data

Explorer is used to manage the DB server and ARIS databases (inc. groups, models, objects).

Designer is used for graphical modeling.

The Matrix Editor can be used to set up relationships between different objects in the form of a matrix independent of the model type.


ARIS Business Architect Modules

Script Editor is used to create evaluation scripts (for reporting, semantic checks, macros, transformations) in Java Script.

Administration is used to manage the servers and ARIS databases: Configuration, user and access privilege management etc.


ARIS Business Designer: Designer Module

• Modeling is carried out in the Designer module.

Properties window

Designer / modeling window

Toolbar


General Client Settings

• General client settings are made using View -> Options.


Advance Setting of Modeling Conventions

Settings in line with project conventions

Before modeling, the basic settings specified in the project conventions are made. This ensures that project standards defined in the project preparation phase are used in the modeling.


For New Models: Representation • The settings that influence the appearance of the

(new) models are made under Representation. Attention: No effect on existing models!


Representation of Text Attributes in Symbol

Text beyond symbol Advantages:

Name of object can be read completely

Manual line break gives maximum control

Disadvantages: Line of text may extend beyond the

margins of the symbol

Adapt symbol Advantages:

Name of object can be read completely

Text fits into symbol Disadvantages:

Different symbol sizes in model --> unsettled appearance

Multiple line text Advantages:

Text does not extend beyond the margins of the symbol

Automatic line break Disadvantages:

Text may not completely fit into symbol and will be abbreviated

No hyphenation

One line text Advantages:

Text fits into symbol Uniform appearance

Disadvantages: Text is not displayed in full if it does

not fit onto one line


Template Selection

1) Click on Change

2) Select template


Connection Settings • For connections, you can set whether:

– Connection ends are shown as right-angled or rounded

– Bridges are used for crossing connections

• The Connection Settings should be made in line with the project conventions.


• A grid allows – Manual alignment of objects using the cursor keys

– A more attractive visual layout of models, as the objects are placed directly in the grid

Do not forget to check!

Enter grid width

Grid Settings


Change Management

Business ProcessStrategy

Business ProcessImplementation

Business ProcessControlling

Business ProcessDesign

ProjectPreparation Modeling Quality assurance &

model release (RCM) Roll-Out


Specification of the ARIS group structure


ARIS Group Structure

• ARIS groups can be compared to folders in Windows Explorer. • ARIS groups can be arranged in hierarchies.

• Purpose: – Structuring the ARIS database

• Structured storage (and searching) of ARIS DB content: models, objects – Definition of access privileges

• Read privileges • Write privileges • Delete privileges • No privileges

for the content of the group

Note:

– Access privileges can only be managed in ARIS Business Architect.


ARIS Group Structure: Example

Central storage of cross-process models and objects

Structured storage ofprocess models


ARIS Group Structure: Content of Groups

• In Designer, the content of the groups (models, objects) can be displayed exclusively in the left-hand window (Explorer tree).

Here: a model

Models and/or objects can be shown or hidden.

Objects are represented by their symbol.

Symbol for models

Legend:



• In Explorer the content of a group (models, objects) can be displayed in both the left-hand and the right-hand windows.

Models and/or objects can be shown or hidden.

Models or objects stored in the selected group.

Here: Model from the group Organizational structure


Here: Models and objects from the group Organizational structure

Here: Objects from the group Organizational structure

• … in the Explorer module



Creating New Groups

• A new ARIS group is created using the pop-up menu for the group under which the new group is to be added.

1) Select superior group

2a) Click on Create Group icon 2b) Call up group pop-up menu (right click)

3) Select New

4) Select Group

5) Then: Enter group name

Only possible in Explorer

2a)


ARIS Groups: Managing Groups

The main management tools for a group are called up using its pop-up menu.

The most important management tools for a group


Quick Start Guide: Modeling with ARIS Business Designer


Agenda

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– You will understand the value-added chain diagram and the benefits of a process map

– You will be familiar with the basic concepts of the ARIS method

– You will be able to open, modify and save models in ARIS Business Designer


ARIS House: Value-Added Chain Diagram

Value-added chain diagram (VACD)


Value-Added Chain Diagram: Purpose • The value-added chain diagram model type is primarily used to represent a company's

process map.

• The process map – provides an overview of the processes in a company, and

– therefore represents an ideal starting point for looking at business processes.


VACD: Example Process Map

Inboundlogistics

processes

Operativeprocesses

Outboundlogistics

processes

Marketing& sales

processes

Customerservice

processes

Managementprocesses

Supportingprocesses

Management processes

Primary processes

Support processes

Processessuppliers

Processescustomers


VACD: Example Process Map

Analytics

Financial Management

Customer Management

Production

Supply Management

Sales & Distribution Management

Operation Management

Human Capital Management

Corporate Services Management

Engineering

Core Processes

Management Processes

Supporting Processes


VACD: Object Type and Connection Types

• In a value-added chain diagram, there are 2 fundamental connection types between functions: – Is process-oriented superior (-> process hierarchy)

– Is predecessor to (-> process sequence)

Object type: Function


VACD: Symbols and Naming Conventions

• In value-added chain diagrams, there are two fundamental symbols for the object type Function.

• In general: – A symbol is the graphical representation of an object type in a

model.

– An object type can be represented by different symbols in different model types.

Symbol: "Closed" value-added chain

Symbol: "Open" value-added chain


Value-Added Chain Diagram

• The value-added chain often also includes – performance relationships between processes, and

– responsible organizational units

Object type: Technical term Object type: Organizational unit


Value-Added Chain Diagram

• Several relationship types are available to represent organizational responsibility in value-added chain diagrams.

• The relationship type to be used in the project is specified during the project preparation phase.


Value-Added Chain Diagram • The product/service flow is represented by output/input

relationships.

• The following object types can be used to represent the product or service:

– Technical term

– Cluster / data model

– Product/service

• If products/services are to be represented in the value-added chain, the object type to be used is specified during the project preparation phase.


Summary of Basic ARIS Concepts

Object of object type Function, represented by symbol Closed value-added chain

Connection of connection type Is process-oriented superior

Model attribute ofattribute type Name

Object attribute of attribute type Name

Model of model typeValue-added chain diagram


Opening a Model • Models can be opened in both Explorer and

Designer. The Navigation and the Models filter must be activated.

1) Select group in which the model is saved.

2a) Double click on the model or 2b) Call up model pop-up menu -> Open

2b)


1a) Call up model pop-up menu (right click in model) -> Save

1b) Menu bar: File -> Save

1c) Keyboard shortcut Ctrl + S

1d) In toolbar:

Saving a Model

1d)

1a)


Closing a Model

1a) Call up pop-up menu on the tab with the model name -> Close

1b) Menu bar: File -> Close

1a)


Modeling with ARIS Business Designer

Creating "Library" Models


Agenda

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– You will be familiar with the most important "library" model types: Organizational chart, technical term model and application system type diagram

– You will be able to create models in ARIS. Specifically, you will be able to:

• Create and name objects

• Link objects to one another using connections

• Assign detailed attributes to objects, connections and models and display these attributes in the model


Module 5: Overview

The Organizational Chart

Creating a New Model

Assigning Attributes to Models, Objects and Connections

Attribute Placement

5.15.1

5.35.3

5.45.4

98

5.25.2

The Technical Term Model 5.55.5

The Application System Type Diagram 5.65.6


Library Models: Purpose

• Library models provide objects that can be used across different processes but are centrally managed.

• The most important library model types include: – The organizational chart

– The technical term model

– The application system type diagram


The Organizational Chart


ARIS House: Organizational Chart

Organizational chart


Organizational Chart: Purpose • The organizational chart is primarily used to

represent the following information:

– The organizational structure of a company

• e.g. departments, positions, employees

– The structure of a project (project organization)

• e.g. project team, project manager, project employees

– Roles


Organizational Chart: Example Organizational Structure Extract from an organizational chart

Represents - Departments (object type: Organizational unit) - Positions (object type: Position) - Employees (object type: Person)

Position

Department

Employee


Connections Between Organizational Units • The connections between organizational units

(departments) are normally expressed by making departments superior / subordinate.

Connect types between 2 organizational units permitted in the method filter. Pay close attention to the source and target objects!


Connections Between Organizational Units and Positions • Between organizational units (departments) and positions, the

following information is primarily expressed:

– A position manages an organizational unit (department)

– An organizational unit (department) contains particular position(s).

Example 1: Position manages organizational unit (department).

Purchasing

Purchasing Manager

is organization manager for

Default connection type (from position to organizational unit)

Purchasing

Purchasing Manager

heads

Renamed connection type (-> ARIS configuration)


Connections Between Organizational Units and Positions

Example 2: An organizational unit (department) contains particular position(s).

In this case, the is created by connection is normally used (from organizational unit to position).


Connections Between Persons and Positions

• The most important relationship between a person and a position is: Person occupies position.

Connection types permitted between the object types Person and Position in the method filter.


Organizational Chart: Example Project Organization

Group

Employee (internal person)

External employee (external person)

Role (person type)


Connections Between Groups

• The connections between groups express

– Super/subordination of the groups, or

– Co-operation between groups


Connections Between Groups and Persons

• The connections between a group and a person express – which person manages the group.

– which persons work in a group.


Connections between Persons and Roles (Person Type)

• The most important connection between the Person and Person type object types is performs. – This expresses the (technical) role (in the sense of qualification,

authorization etc.) the person performs in the project.


Organizational Chart: Example Roles

• In an organizational chart, roles are mainly – "only" listed or also – related to one another.

Connection types permitted between roles in the method filter.

Role (object type: Person type)



• A new model can be created in both Explorer and Designer.

1) Select the group in which the model is to be saved

2) Call up group pop-up menu (right click)

3) Select New -> Model


Creating a New Model: Organizational Chart

3) Select the ARIS view to which the model type to be created belongs

2) Select model type

3) Enter model name

4) Click on OK -> The "blank" model is opened in Designer.



The model types for the selected ARIS view are always displayed.

Multiple views can be displayed by activating several areas by clicking on them (they are highlighted in yellow).

Organizational view Organizational view +

Function view


The Modeling Area

The modeling area can be enlarged by deactivating areas of the screen that are not required.


Enlarging / Reducing the Modeling Area

Toolbar

The desired information can be displayed again if necessary.

Model name


Designer: Toolbar • The toolbar can be adapted for individual users.


Toolbar: Adding Symbols

• For reasons of clarity, not all available symbols are displayed in the toolbar.

• However, additional symbols can be displayed and added to the toolbar using the corresponding button.


Toolbar: Removing Symbols

• Conversely, infrequently used symbols can be removed from the toolbar.


Placing Objects

Tip: Place line break in object with Ctrl + Enter Create multiple objects by holding down Ctrl key

1) Left click on desired symbol

3) Enter object name

2) Move cursor to the desired position in the modeling window and left click -> Object is placed


Manually Aligning Objects

• Individual or multiple selected objects can be moved manually: – By pressing the Shift key and using the arrow keys (only with activated

grid) – Using Drag & Drop by left clicking

– With the grid activated, it is easy to manually align objects as they are automatically placed in the grid when they are moved.

– The grid can be activated using a button in the toolbar.

Grid activated Grid deactivated


Semi-Manually Aligning Objects

1) Select the objects to be aligned

2a) Menu Arrange -> Align 2b) Pop-up menu for selected

objects -> Align 2c) Button in toolbar 2a)


Lining Up Objects Later

• If objects are placed or moved without the grid being activated, they must be subsequently aligned with the grid, after activating the grid. This can be done for individual / multiple objects or for a complete model (shortcut: Ctrl + A).

1) Select the objects to be aligned

2a) In menu bar select Arrange -> Align to grid

2b) Pop-up menu for selected objects -> Arrange -> Align to grid


Drawing Connections

• Before the connections are drawn, the objects should be aligned and placed on the grid.

• First of all click on the source object then on the target object.

2) Create a connection between the source and target objects

1) Activate connection mode 1a) In the toolbar 1b) Using button in toolbar

1a)

1b)


Drawing Connections

• The modeler can determine the course of a connection. Every object has several anchor points that can be used as the start or end point for a connection.

Connection anchor point on edge of object


Fast Connection Drawing

• Fast connection drawing allows connections to be created without having to select a connection anchor point on the edge of the object. It is only necessary to click on the source and target objects and the connection is automatically placed in the center of the object.


Drawing Connections

Keep same connection type for next connections to draw more connections of the same type

• If the method filter allows multiple connections between a source and target object (type), a selection window appears.


Drawing Connections When Placing Objects

1) Select an object that has already been placed

2) In the toolbar, select the object to be placed (only those objects to which a relationship can be created from the selected object can be selected).

3) Select relationship type

4) Place object in model ( connection is drawn automatically


Changing the Course of Individual Connections • "Unattractive" connections can be changed manually:

Select connection and drag to desired course (by left clicking)


Changing the Course of Connections

• "Unattractive" connections can be changed manually:

1) Select connection(s)

2) Call up connection pop-up menu

3) Click on Align Connection


Changing the Course of Multiple Connections

• Holding down the Ctrl key allows you to select multiple connections.

• The course of the connections can be changed using the pop-up menu for the selected area.


Changing the Course of Multiple Connections

• If a connection is selected that covers other connections, a window appears to display these superimposed connections. The Ctrl (or Shift) key can be used to select the desired connections.


Changing the Model View

• The model view can be changed as follows:

– Plus (+) key to zoom in

– Minus (-) key to zoom out

Alternative: Zoom (in toolbar)


Changing the Model View

• The model view can also be changed using View in the menu bar. – Reset Zoom: Display size = 100% – Fit to Window: Model is enlarged or reduced so that it takes up the entire

modeling area.

Change model view


Assigning Attributes to Models, Objects and

Connections


Assigning Attributes • Detailed information can be maintained about models, objects

and connections. Attributes are used for this purpose.

• A variety of attributes are pre-defined in the ARIS method. However, there is also a large number of user-definable attributes that can be set in the ARIS configuration using ARIS Business Architect.

• As well as editable attributes, ARIS includes automatically maintained attributes whose values cannot be manually changed. – Example: Creation date, Created by, Date of last change, Last processor…

• There are 2 types of attributes: – Generally applicable attributes

– Specific attributes


Generally Applicable Object Attributes: Examples

The greyed-out attributes cannot be edited.


Object-Specific Attributes: Examples Specific attributes of an application system type

Specific attributes of a function


Generally Applicable Model Attributes: Examples


Attribute Maintenance

• There are two alternatives for maintaining attributes: – The Properties window

– The attribute editor (attribute window)

• The Properties window can only be displayed in Designer, not in Explorer.

• Only one item (one model, one object, one connection) can be displayed in the Properties window.


Attribute Maintenance in Properties Window

1) Properties must be activated 3) Select Attributes tab

2) Select item


Attribute Maintenance in Properties Window

• More Attributes allows you to select attributes from a list, transfer them to the Properties window and edit them.

Multiple selections are possible


Attribute Maintenance in Attribute Editor

2a) Call up pop-up menu (right click) -> Select Attributes

2b) In menu bar: Select Edit -> Attributes

2c) F8 key

2d) In toolbar:

1) Select desired "item(s)"

2a) 2c)


Attribute Maintenance in Attribute Editor: Example

Attributes of an organizational unit

Attribute type groups


Attribute Maintenance in Attribute Editor • The attribute editor can be used to assign attributes to multiple

objects and connections, even if they are of different types.

• There is a separate tab for each object and connection type.


Multilingual Attribute Maintenance in Attribute Editor

A new attribute column is created for each additional language (here: German)

Pop-up menu for one or more selected columns


Attribute Maintenance: Link to External Files

1

2


2a) Object pop-up menu -> Start

2b) Keyboard shortcut F7

2c) Double click on file symbol displayed (requirement: attribute has been placed)

Calling Up an External File The linked external file can be called up in different ways. It is always important to ensure that the user has access authorization for the storage location of the file.

1) Select object


Attribute Placement …for Models, Objects and Connections


Placement of Object Attributes

• The name of an object is automatically placed in the object when it is created.

• Other attributes maintained can be displayed in the model using attribute placement.

• This is done in the object properties under Format -> Attribute Placement (Objects)


Call up object properties:

2a) Object pop-up menu -> Properties

2b) Object pop-up menu -> Format -> Edit Attribute Placements

2c) In menu bar: Format -> Edit Attribute Placements

2c) Double click on the object

2d) Keyboard shortcut Alt + Enter

2e) Toolbar:

Placement of Object Attributes 1) Select object(s)

2a)

2b)


Placement of Object Attributes 3) Click on Add

Add additional attributes to be placed



Placing a check here means that only maintained attributes are displayed.

Maintained attributes are marked with

4) Select attributes to be placed (multiple selections possible).



6) Determine position of attribute and type of display

5) Select attribute


Placement of Connection Attributes

• Connection attributes are placed in the same way.

• Multiple connections can be selected, including those of different types.

1) Select connection(s)

2a) Connection pop-up menu -> Properties

2b) Double click on the connection

2c) Keyboard shortcut Alt + Enter

2d) Toolbar


Placement of Connection Attributes

5) Determine position of attribute and type of display


Placement of Model Attributes

• In contrast to objects and connections, there are no (specified) points in the model at which model attributes can be placed. In principle, model attributes can be placed at any position in the model.

2a) In the menu bar, select Insert -> Model Attribute or

2b) Toolbar:

1) Click on any point in the model background


Placement of Model Attributes 3) Click on the point in the model at which the model attribute is to be placed.



4) Select the attribute to be placed and the type of display.


Attribute Placement for Objects and Connections

• When an object is selected, its attributes are marked by a dashed line. This enables you to identify which attribute belongs to which object, allowing even attributes that are placed a long way from the object to be located.

• Object and connection attributes can be placed at different positions directly in the model window. To do this, after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position.


Removing Placed Object / Connection Attributes • Object and connection attributes placed in the model are also

removed in the attribute placement dialog box.

1) Select attribute to be removed 2) Click on Remove


The Technical Term Model


ARIS House: Technical Term Model

Technical term model


Technical Term Model: Purpose

• Listing and structuring the technical terms in the company

• Highlighting relationships between technical terms – Examples: Generic terms, synonyms, part / whole relationships etc.

• Creation of a glossary

• Mapping the terms from a specialist department to the objects in system development (classes, attributes)


Technical Term Model: Example List / Structure

Object type: Technical term

Sales data

Customer inquiry

Customer offer

Customer order

Customer

Customer number

Customer name

Credit worthinessclass

Customer segment

is generic term of

is feature of


Technical Term Model: Example Technical Term Mapping

Object type: Technical term

Object type: Class

Object type: ERM attribute (Symbol: Key attribute)

Object type: ERM attribute (Symbol: Key attribute)

Sales data

CustomerCustomer

Customer number

Customer name

Credit worthinessclass

Customer segment

CustID

Cust_name

Credit rating

Cust_Segment


Connections Between Technical Terms

• The following relationships can be set up between technical terms:


Technical Term Model: Object in Object

"Traditional" modeling "Object in object" modeling (nested objects)

"Drawing out" the "inner"

objects makes implicit connections

visible (see left).

Customer inquiry

Customer offer

Customer order

Customer

Sales dataSales data

Customer inquiryCustomer inquiry

Customer offer

Customer order

Customer


Technical Term Model: Object in Object

Checking the box creates an implicit relationship.

• When placing an object in another object, you can specify whether implicit connections are to be created between the "outer" object and the "inner" object.

Sales data

Customer inquiryCustomer inquiry

Customer offer

Customer order

Customer


Nested Objects: Implicit Connections

• Implicit connections are only created if Create Implicit Connections is checked under View -> Options -> Model -> General -> Objects.

Default setting allowing implicit connections to be created


Nested Objects

• Purpose – Nesting objects ("object in object") is used to represent hierarchies,

assignments and zoning. It involves placing objects in another object.

– Semantic relationships are created between the outer object and the inner objects, which can be displayed using connections.

• Advantages – Clearer models as fewer occurrence copies and connections are

required.

– Reduction of modeling work.

– When an object is moved, all nested objects are also moved. As soon as objects are dragged from surrounding objects into the modeling area, the connection between the objects is displayed.


The Application System Type Diagram


ARIS House: Application System Type Diagram

Application system type diagram


Application System Type Diagram: Purpose • The most important usage scenarios for an

application system type diagram are as follows:

– Representation of system map (IT development plan)

– Representation of the structure of an IT system

• Example: IT system -> Module -> Transaction (IT function)

– Representation of the technological platform for an

IT system

• Example: Operating system, DBMS, user interface


Application System Type Diagram: Example • In most process modeling projects, a pool of IT systems is

created. These should be categorized using meaningful criteria.

ERP systems

mySAPERP

MicrosoftNavision

MicrosoftAxapta

JDEdwards Peoplesoft

SAP R/3 mySAPERP

MicrosoftNavision

MicrosoftAxapta

JDEdwards Peoplesoft

Office systems

Word Excel

Powerpoint Outlook

Access

Word Excel

Powerpoint Outlook

Access


Application System Type Diagram: Example

HRMSGLM FAS

GFMS

PSMS GSS GMS

IMS

Financial Systems

Logistic Systems

HR Systems

Object type: Application system type


Connections Between Application System Types • The following relationships can be set up between

application system types:

System 1 System 2


Application System Type Diagram: Structure of IT System

Object type: IT function type

Object type: Module type

Object type: Application system type

The connections are all of the type "encompasses".

IT System

Module 1 Module 2 Module 3

Module 2.1 Module 2.2 Module 2.3

Transaction 1

Transaction 2

Transaction 3


Application System Type Diagram "Traditional" modeling

"Object in object" modeling (nested objects)

"Drawing out" the "inner" objects makes implicit connections visible (see above).

SAP R/3

SD FIMM CO BW

SAP R/3

SDSD

FI

MM

CO

BW


Nested Objects

• When placing an object in another object, you can specify whether implicit connections are to be created between the "outer" object and the "inner" object.

Checking the box creates an implicit relationship.

SAP R/3

SDSD

FI

MM

CO

BW


Occurrence and Definition Level


Agenda

186





66

77

88

99

1010



At the end of this module

– You will know the differences between occurrence and definition

level

– You will know how to display object definitions in Designer and Explorer

– You will be able to display the object occurrences within a model in Explorer

– You will be able to move models and objects from one group to another


Occurrence and Definition Level

A model contains occurrences, which are graphical representations of object definitions.

Model level = Occurrence level

Database level = Definition level When you create an occurrence in a model, an entry known as the object definition is created in the ARIS database. This stores all the object information: attributes, connections etc.

Department 3

Execution BoardExamples Inc.

Department 1 Department 2 Department 3


Object Definitions in Designer Module

• In Designer, the objects(object definitions) in a group can be displayed exclusively in the left-hand window (Explorer tree).

The Objects filter must be active for the objects to be displayed.

Objects are represented by their default symbol.

Objects in selected group (here: Organizational structure)


Object Definitions in Explorer Module



• In Explorer the objects (object definitions) in a group can be displayed in both the left-hand and the right-hand windows.


Occurrences in a Model

• The occurrences in a model can only be displayed in Explorer.

Object occurrences in selected model


Moving Models and Objects

• Objects are saved in the same group as the model in which they are first created (first "occur").

• Models and objects can be moved to different groups in both Designer and Explorer.

• Models and objects can be moved independently of one another.

• Models can be moved with or without the objects that have been created in them.


Moving Models and Objects in Designer

• In Designer, models/objects can only be moved in the left-hand window.

• As only individual items can be selected, only a single model or a single object can be moved.

1) Select model/object to be moved 2) Drag model/object to target group with left mouse button held down 3) Releasing the mouse button moves the model/object


Moving Models and Objects in Designer

• Moving models in Designer with the right mouse button

1) Select model to be moved 2) Drag model/object to target group with right mouse button held down 3) Releasing the mouse button opens a dialog box (see above): -> The model can be moved with or without object definitions.


Moving Models and Objects in Explorer

• In Explorer, models/objects can be moved in both the left-hand and the right-hand window.

• Moving works in the same way in Explorer as in Designer – using the right and the left mouse button.

• Advantage: – Multiple objects or models (including different types) can be moved from the right-

hand (Explorer) window.


Moving Models and Objects in Explorer

Objects are to be moved to here.


Agenda

198





66

77

88

99

1010




– You will be familiar with the different copying modes in ARIS and their applications

– You will know that the occurrence copy is a MUST when creating integrated models

– You will be able to create occurrence copies of objects and thus re-use them

– You will be able to use occurrence copies (and relationships) to navigate in your models.


Module 7: Overview

Copying Modes in ARIS: Overview

Re-using Objects: The Occurrence Copy

Navigation Using Occurrence Copies

7.17.1

7.37.3

200

7.27.2


Copying Modes in ARIS Overview



• Occurrence copy

• Definition copy

• Variant copy (in ARIS Business Architect only)

• The most important form of copy is the occurrence copy. – Objective: Re-using objects


Occurrence Copy

One object definition with multiple occurrences (in one model or in different models)


Occurrence Copy: Purpose

• Many objects occur in several contexts and thus in a number of models, e.g. – Organizational unit in both organizational chart and in process

models

– Application system type in both application system type diagram and in process models

• The object that exists in the ARIS database is therefore re-used in several models.

• To ensure that the objects are identical, an occurrence copy (of the object definition) must be created.


Definition copy

Definition Copy

Object occurrences resulting from definition copies have their own, independent object definitions.

Original


Definition Copy: Purpose

• Many modeled structures can occur several times in a similar form, e.g.

–Domestic organizational structure similar to that in other countries

–Similar processes in different plants, branches

• To prevent the model from having to be completely remodeled in such cases, an independent copy of an existing model can be created.

• This independent copy is known as a definition copy.


Variant Copy

Variant

Variant link between master and variant(s)

Master


Variant Copy: Purpose

• To a certain extent, the variant copy is a special form of the definition copy.

• While for a definition copy the original and copy are independent of one another, there are variant relationships between the master and variant(s) at definition level.

• It makes sense to use variant copies if the master and variant(s) are to be evaluated (e.g. in a model or object comparison). – For example, comparison of actual and target models or reference

model and instance


Re-using Objects The Occurrence Copy


Occurrence Copy of Individual Objects

• Alternative 1: Occurrence copy using object placement in model – Case 1.1: Object name is completely known

1) Select object (symbol)

2) Place object in model and enter object name

IMPORTANT: In order to be able to make occurrence copies of an object, the modeler must have read privileges for the group in which the object is saved.


Occurrence Copy of Individual Object • The selection list shows all objects whose name

matches the name of the object placed. – If there are several objects (of the relevant object type) with

the same name, multiple objects can be selected (-> homomyns).

3) Click on Use an existing object 4a) Select object in list and click on OK or 4b) Double click on the object -> An occurrence copy is created

3)

4a)


Occurrence Copy of Individual Object • Case 1.2: Object name is partially known

1) Select object (symbol)

2) Place object in model and enter at least 2 letters (characters) from the object name 3) Run a DB-wide search for objects with the same name 4) Select object (double click)

Result of search for objects with same name

3)


Occurrence Copy of Individual Object • Alternative 2: Occurrence copy from Explorer tree in

Designer module

1) Select group in which the object is contained 2) Select object 3a) Drag object into the model using Drag & Drop 3b) Copy object

- In pop-up menu -> Copy or - Keyboard shortcut Ctrl + C and paste into target model [see 4a to 4c]

Explorer tree and Objects filter must be active


Occurrence Copy of Individual Object

• Pasting an object into the target model as an occurrence copy

4a) Model pop-up menu -> Paste 4b) Keyboard shortcut Ctrl + V 4c) Model pop-up menu -> Paste as -> Occurrence copy


Occurrence Copy of Multiple Objects • Alternative 3: Occurrence copy from a different model

1) Open the model containing the object 2) Select and copy the object 3) Paste object into target model

• Occurrence copies of multiple objects of different object types are possible.

• Only the objects that are permitted by the method filter are transferred to the target model.


Occurrence Copy of Multiple Objects

• Alternative 4: Occurrence copy from the Explorer module – In the left-hand Explorer window, only one object can be selected, – in the right-hand Explorer window several objects, including different

types The occurrence copies are created using Copy and Paste. To do this, it

is necessary to switch to Designer.

The Objects filter or tab must be active.


Occurrence Copy of Multiple Objects • Alternative 5: Occurrence copy from the Search dialog box

– The occurrence copies are created using Copy and Paste.

Multiple objects possible, including different object types and from multiple groups.


Occurrence Copy: More Alternatives

• Occurrence copies can also be created of model extracts (objects and connections) and entire models. – To do this, the model extract (or all objects and connections) is selected,

copied and pasted to the target model.

• Occurrence copies of complete (or multiple) models can be created in the Explorer tree. – Copy model(s) and paste to the target group.

• To create occurrence copies of all models in a group, copy the group and paste to a different target group.

• …


Definition Copy

• Definition copies of objects, model extracts or complete models can only be created using Copy and Paste as Definition Copy.


Navigation Using Occurrence Copies: Example


Navigation Using Occurrence Copies (1a)

• In Designer, the Occurrences tab in the Properties window for a selected object shows the models in which occurrence copies of that object are used.

1) Select object

2) In object Properties window, select Occurrences tab

List of all models with model name/type, in which the object occurs. The symbol used to represent the object in the model is also displayed.


Navigation Using Occurrence Copies (1b)

• It is possible to open a model in the Properties window: – Select model -> Open Model or – Double click on the model

• The model is opened and the "source" object is selected – it can be brought into focus by zooming.


Navigation Using Occurrence Copies (2a)

• As well as using the Properties window in Designer it is also possible to call up the object properties from the object pop-up menu – both in Designer and Explorer.

• To do this, an occurrence or the object definition must be selected.


Navigation Using Occurrence Copies (2b)

Ocurrences in selected model

Calls up the object properties


Navigation Using Occurrence Copies (2c)

• Properties include other important object information: – Attributes (-> opens the object attribute list) – Relationships (-> displays the relationships that the object is involved in in the

Database) – Assignments (-> shows the models assigned to the object) – Variants (-> shows the variants / master for the object)

• In the object Properties, Occurrences is initially relevant for navigation.


Object Properties: Relationships

• All relationships (connections) that the source object is involved in with other objects in the ARIS DB are displayed.

• The other object involved in the relationship is also displayed.

For the objects involved in the relationship, the pop-up menu can be called up.


Modeling with ARIS Business Designer

Creating Process Models


Agenda





66

77

88

99

1010




– You will understand why you should adopt a top-down method for (process) modeling

– You will be able to assign objects to other more detailed models (implementation of level concept in ARIS)

– You will be familiar with the event-drive process chain (EPC) and its modeling rules

– You will know how to use the process interface in an EPC to integrate upstream and downstream processes

– You will be familiar with the function allocation diagram (FAD)


Module 8: Overview

Level Concept and Model Architecture

Implementation of Level Concept: Assigning Models to Objects

The Event-Driven Process Chain (EPC)

The Process Interface

8.18.1

8.38.3

8.48.4

230

8.28.2

The Function Allocation Diagram (FAD) 8.58.5


Level Concept and Model Architecture


Gerdau’s Processes Architecture

The processes architecture shows the detail levels organized in a pyramid and which models are referenced to these levels

These models shall be presented in this document, aiming at enabling the user to utilize the models correctly


Generic Level ConceptTop-Down Method

Activity Activity

Main process Main process

Process Process

Process Process Area Area Level 1Level 1

Level 2Level 2

Level 3Level 3

Level 4Level 4

InventoryManagement

GoodsReceipt

Receive Shipping

Notification

SupplyManagement

The number of levels and their names are customer specific.

http://www.sitesatlas.com/Atlas/PolAtlas/polnav.nvm


Implementation of Level Concept Assigning Models to Objects


Assigning Models to Objects • The level concept is realized in ARIS using

assignments.

• An object is assigned a different (detailed) model. – Objective: Details of the relevant object

• Process details or other supplementary aspects (see function allocation diagram)

• In the model, you can display whether an object has an assignment. To do this, an assignment symbol can be placed on the object. – Default assignment symbol:


Assigning Models to Objects

• An assignment relationship is set up between the object and the (detailed) model.

• An object can be assigned multiple models (of different types).

• The models that can be assigned to an object depend on the object type and are set in the ARIS method.

• Methods: – Assignment of an existing model

– Assignment of a new model to be created


Implementation of Level Concept in ARIS

Assigned model

Level n

Level n+1

In model types in which hierarchies are represented, it is also possible to represent the superior object. For example, VACD and function tree (is process-oriented superior); organizational chart

Process 1 Process 2 Process 3

Process 1

Process 1.1 Process 1.2 Process 1.3


Creating a New Assignment

• A new assignment for an object is created using the pop-up menu for the object to be assigned.

1) Select object to be assigned 2) Call up object pop-up menu 3) Select New -> Assignment

The Assignment Wizard is started.


Assignment Wizard

• In the 1st step of the Assignment Wizard, you select the model type of the model to be assigned and specify whether an existing model is to be assigned or whether you want to create a new model.

The available model types depend on the object type and the method filter.

Select model type to be assigned.


Assignment of a New Model

• In the 2nd step of the Assignment Wizard, you select the group in which the new model is to be saved.

Select group in which the new model is to be saved.

A new, blank model of the selected model type is created and opened.


Assignment of an Existing Model

• If an existing model is to be assigned…

1)

2)

3)


Assignment of an Existing Model

• …this model should be selected in the 2nd step of the Assignment Wizard.

4)

5)

6)

Click on Finish to assign the selected model.


Opening an Assigned Model

• An assigned model is opened by double clicking on the assignment symbol.

• If several models are assigned to an object, a selection list appears in which the model to be opened can be selected.

1) Double click 2) Select model

3) OK opens the selected model

Process 1


Opening an Assigned Model

• An assigned model can also be opened using the object pop-up menu -> Go To.

Object pop-up menu

The assigned model or the Assigned Models dialog box is opened.


Deleting an Assignment Relationship

• The assignment relationship between an object and an assigned model is deleted using the object pop-up menu.

Opens the object properties

Object pop-up menu Process 1


Deleting an Assignment Relationship

1) Select Assignments 2) Select model to which the assignment is to be deleted. 3) Click on the Delete button

The assignment relationship is deleted, not the assigned model.

1) 2)

3)

• Object properties:


The Event-Driven Process Chain (EPC)


ARIS House: Event-Drive Process Chain

Event-driven process chain

(EPC)


EPC: Purpose

• Representation of the control flow, i.e. the chronological and logical sequence of individual functions in a process

• Constructs for modeling the control flow:

AND

XOR = either / or

OR = and / or

Object type: Event

Object type: Function

Object type: Rule (connector)

Event

Function


EPC: Example Control Flow Booking inquiry

received

Booking inqirycomplete

Flight booked Hotel booked


Book flight Book hotel

Create invoice

Invoice created

Start

F1

E1

F2 F3

E2 E3

F4

End


EPC: "Default" Modeling Rules • Every EPC begins with at least one start event (or a process interface).

• Every EPC ends with at least one end event (or a process interface).

• An event is followed by either a function or a connector (exception: end event).

• A function is followed by either an event or a connector.

• Every function has a single incoming connection and a single outgoing connection.

• Every event has a single incoming connection and a single outgoing connection (exception: start and end event)

• A connector has either: – Multiple incoming connections and a single outgoing connections, or – A single incoming connection and multiple outgoing connections


Approvecustomer order

Function: Definition and Naming Convention • Function: Technical task performed on an (information)

object in support of one or more business objectives

– Synonyms: activity, process step, procedure…

– Naming convention for functions in an EPC:

Operation (infinitive verb) +

Information object (normally nominative singular)

Information object

Operation


Execute customer order approval

Customer orderapproval

Approval customerorder

Approveorder

Approve cust_order

Customer orderapprove

Function: Naming Conventions

• "Anti" examples

Avoid abbreviations

Imprecise information object Which order? Use of noun form

No verb

Use of noun form No verb


Customer orderapproved

Event: Definition and Naming Convention

• Event: Describes a commercially relevant status of an information object that occurs, which controls or influences the subsequent sequence of a process.

– Naming convention for "standard" events:

Information object (normally nominative singular) +

Change of status (perfect participle of verb)

Change of status (perfect participial)

Information object


Event: Naming Convention:

• An event describes the result of a function that creates* it. It does not state what is to be done after completion of the function.

WRONG! RIGHT!

* Depending on level of detail

Identifycustomer

Customer identified

Legitimatecustomer

Identifycustomer

Customer is to be legitimated

Legitimatecustomer


Performtest

Test ok

Test not ok

Performtest

Test performed

Event: Naming Convention

• After decision-making / test functions: – Incorrect: "Test performed" – Correct: Specify test results

– A test function normally has at least 2 exclusive events.

WRONG! RIGHT!

XOR: Only one option


EPC: Example for AND Connector

• Independent parallel paths

AND: All options must occur.

Cancel customer order

Customer ordercanceled

Customer informed about cancellation


Start

F1

E1

F2 F3

E2 E3

F4

End

E2

Start

F1

E1

F2 F3

E2 E3

F4

End

EPC: Merging Paths Paths must be merged again using the connector used to create the branch.


EPC: Example for OR Connector

OR = and / or: At least one of the options

Identify customerrequirements

Customer requirement=hotel booking

Customer requirement=flight booking

Customer requirement=rental car booking


EPC: Connectors

Who decides which path to take?

(No XOR or OR after a SINGLE event!

E1

F1 F2

E1

F1 F2


EPC: Connectors

Multiple incoming/outgoing connections for a connector -> There is no additional connector!


EPC: Sequence

F1

E 1

F2

E 2

Start

F3

E 3

F1

E 1

F2

E 2

Start

F3

E 3

Sequence

??? ???

Check chronological and logical dependencies


EPC: Trivial Events

F1

E 1

F2

E 2

Start

F3

E 3

F 1

F2

Start

F3

E 3

There is no need to include trivial events. However, if there are branches events should be modeled (especially for XOR and OR).


EPC: Connectors

F1

E 1 E 2 E 3

F1

E 1 E 2 E 3

Check level of detail of function 3 commercially relevant events -> 3 commercially relevant functions?

Specification possible?


EPC: Connectors

F1

E 1 E 2 E 3

F 2

Events are not relevant for control flow.


EPC: Additional Information • As well as the control flow, an EPC can also be used to

represent additional information relevant to the process.

check credit worthiness

customer not credit worthy

customer credit worthy

Customer authorized

construction financing loan adviser

Credit worthiness class Customer data

Customer data

KO criteria

Scoringsystem

File cabinet


The Process Interface


Process Interface: Purpose

• The process interface is a symbol for the Function object type in the EPC.

• Process interfaces are used to: – Represent upstream and downstream processes

– Navigate to upstream or downstream processes directly from an EPC (by opening the assigned model)

Process interface symbol (object type: Function)


Process Interface: Example (VACD -> EPC)

P1 P2 P3Model level:

n

E 1

F 1

F 2

E 2

E 3

P2

P1

E 3

P1

P3

F 3

F 4

E 4

E 5

P2 P2

F 5

E 6

F 6

E 7

F 7

E 8

E 5

P3 Model level: n+1


F 1.1

F 1.2

F 1.3

E 1

E 2

E 1.1

E1.2

F 2

F1 E 1

F 1

F 2

E 2

E 3

P2

P1

Process Interface: Example (EPC -> EPC) Model level:

n+1 Model level:

n+2

1) Assign EPC to F1 2) Transfer start / end events for F1 (-> occurrence copy) 3) Transfer F2 (-> occurrence copy) 4) Change symbol for F2 to Process interface


Process Interface: Example (EPC -> EPC) Model level:

n+2

1) Assign EPC to F1.2 2) Transfer start / end events for F1.2 (-> occurrence copy) 3) Transfer upstream / downstream function F1.1, F1.3 (-> occurrence copy) 4) Change symbol for F1.1, F1.3 to Process interface

Model level: n+3

F 1.1

F 1.2

F 1.3

E 1

E 2

E 1.1

E1.2

F 2

F 1.1

F 1.3

E 1.1

E1.2

F 1.2.1

F 1.2.2

F 1.2.3


Changing a Symbol • The symbol for an object is changed using the object pop-up

menu -> Properties -> Format -> Object Appearance -> Symbol.

1)

2)

Select symbol

3)


The Function Allocation Diagram (FAD)


ARIS House: Function Allocation Diagram

Function allocation diagram (FAD)


FAD: Purpose

• The information content of the EPC can become very complex when organizational responsibilities, data input/output and supporting systems or other object types are added.

• Reducing complexity with function allocation diagrams (FADs) – An FAD always relates to a single function and is assigned to that

function.

– The name of the FAD matches the name of the function to which it is assigned.

– Which information is to be shifted to an FAD and which is to remain in the EPC is specified in the project preparation phase and is recorded in the modeling conventions.



customer not credit worthy

customer credit worthy

customerauthorized

construction financing loan adviser

Function Allocation Diagram (FAD): Example

Assigned FAD "Check credit rating"


Credit worthinessclass Customer data

Customer data

KO criteria

Scoring system

File cabinet


Preparing for Release:Checking and Evaluating Models


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1010




– You will be able to use Search and the queries to evaluate your ARIS database

– You will be able to use semantic checks to check your models for correctness and completeness

– You will know how to perform evaluations using pre-defined ARIS reports


Module 9: Overview

Search and Query

Performing Semantic Checks

ARIS Reporting

9.19.1

9.39.3

281

9.29.2



Preparing the transition to QA and release

Change Management

Process Strategy Process Design ProcessImplementation

ProcessControlling

Project Preparation ModelingQuality

assurance& model release

Roll out


Preparing for QA & Release

• Before a modeler passes on his models to third parties for quality assurance and release, he should check whether all his models and objects: – are stored in the correct groups, and

– are complete and correct

• Resources:

• Search & query – Semantic checks

– ARIS reports


Search & Query


Search: Purpose

• The standard search can be used to carry out targeted searches of the DB for: – Models

– Objects

– Groups

– Objects with the same name

You can also search for names and for full texts.


Running the Search

• The search can be run in the Explorer and Designer modules using: – The group, model or object pop-up menu -> Search

– The keyboard shortcut Ctrl+F or

– The icon


Running a Search on Groups

• You can search for – Subgroups in the selected group

– Models

– Objects

– Objects with the same name

that are stored in the group or its subgroups.

• When searching for models and objects, you can limit the search in terms of the model or object type: – All model or object types

– Just one model or object type


Specifying the Default Search on Groups As well as the name, you can also search for full text. Full text search is a search for any expression within the text attributes of groups, models and objects.

The search can also include the date of the last change. This is also shown in the search result.

The search area can be changed for groups

Search for what?


Search: Query

• Queries can be used to define and combine search criteria.

• Queries are defined in the Administration module using a wizard and are provided centrally on the server.

• Nested queries: – Queries can be nested.

This allows several simple queries to be used to create complex queries without the added complexity impairing the comprehensibility for the user.


Search and Query: Example

• Initial example for search and query:


Search and Queries: Description of Example

• Initial situation: – In the process models, both input/output data (in this case:

technical terms) and the executing positions are assigned to the functions.

– There is no direct assignment between data and positions.

• Objective… – … is to find out which positions need access to which data.

• Solution: Search with queries – Search for the relevant technical terms. – Search for the functions for which the technical terms are an

input/output (-> 1st query). – Search for the positions that execute the functions (-> 2nd query)


Search: Specifying the Default Search

1) Search for all technical terms

3) Result list: All technical terms

4) Call up query using pop-up menu -> Search

2) Run the search

• First of all, the relevant technical terms are found and listed:


Queries: Selecting the Query • The query searches within the results list from the default search and

thus further limits the search results. 1) Search for the query

2) Select the query 3) Run the query using OK -> Run

Description of 1st query


Queries: Selecting the Query

From the result list for the query, you can use the pop-up menu -> Search to run further queries.

Result list for 1st query

Description of 2nd query


Queries: Results of Nested Search / Query • Interpretation of search results:

– The positions listed require access privileges for the data (here: technical terms)


Running a Search on Models • In this case, the search is based on the selected models.

• The search in models is specified in queries.

Models on which the search has been run.

Note: If you are searching groups for models, the search result is a list of models. The search for models can also be run on this search result.


Running a Search on Objects

• In this case, the search is based on the selected objects.

• The search on objects is specified in queries.

Note: If you are searching groups for objects, the search result is a list of objects. The search for objects can also be run on this search result.


Semantic Check Performing Semantic Checks


Semantic Check

• Like reports, semantic checks are evaluations available in ARIS.

• Evaluations can be run manually (supported by a wizard) or using macros.

• In Business Designer, evaluations can be performed in the Explorer and Designer modules.

• Evaluations are run using the pop-up menu – for one or more groups

– for one or more models

– for one or more objects

: -> Evaluate -> …


Semantic Check: Purpose

• Semantic checks are used to check

– the structure and syntactic accuracy, and

– the completeness

of models.

• Which semantic checks are relevant in a project depends on the modeling conventions specified in the project preparation phase.

• The semantic checks should therefore also be defined in the project preparation phase.

• The conventions manual should describe which semantic checks are to be performed for which models.


Semantic Check: Examples

• Does each EPC begin/end with an event or a process interface?

• Is the number of incoming/outgoing connections for a connector correct?

• Is there an OR/XOR connector after a single event?

• Is there at least one input and output technical term for each function in an EPC, either in the EPC itself or in the assigned FAD?

• Is the "Definition" attribute maintained for all functions in an EPC?

• Does each position that is assigned to a function in an EPC also appear in an organizational chart?


Semantic Check: Structuring the Rules

• The rules to be executed during the check are categorized using rule types.

• Freely definable profiles allow rules (including different rule types) to be grouped by individual criteria.

A rule • always belongs to a single rule type • can be assigned to multiple profiles

Rule types are pre-defined.

Profiles are freely definable.

Rule types

Rule

Profiles


Semantic Check: Rule Types and Profiles

• Rule types: • Pre-defined profiles:

Profiles are freely definable.


Running the Semantic Check • Semantic checks are run manually …

b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Semantic Check

• The Semantic Check Wizard is started.

a) … in the menu bar using Evaluate -> Run Semantic Check (after selecting the item to be evaluated) or


Semantic Check Wizard: Step 1

• In step 1 of the Semantic Check Wizard, the profile is selected.



• In step 2 of the Semantic Check Wizard, the rules from the selected profile (including different rule types) to be executed are selected.



• In step 3 of the Semantic Check Wizard, the output options are set.


Example: Semantic Check (Structure Rule)

F 5

E 6

F 6

E 7

E 5

Example model with modeling errors

• Procedure: – In the model pop-up menu, select -> Evaluate -> Run

Semantic Check – Select the User-defined profile – Select the "No OR/XOR possible after event" rule in the

"Structure rule" rule type. – Set the output options (output to Word) – Finish

Error!


Example Semantic Check: Result Output • Report Output to Word

The modeling error after E5 has been detected.


ARIS Reporting


Reporting: Purpose

• Reports can be used to: – Evaluate the content of the ARIS database using text or tables

Example:

Automatic creation of project documentation,

e.g. a QM manual

– Import or export Database content

– Modify Database content (particularly for mass data)

Example:

DB-wide change of an object type, e.g. change objects of type Application system to objects of type Application system type


Reporting: Items for Evaluation

• The following "items" can be evaluated using reports: – Database*

– One or more groups

– One or more models

– One or more objects

– Method filter*

• These "items" are also known as the (report) context.

* - Not in ARIS Business Designer


Reporting: Report Categories

• Reports are assigned to so-called report categories.

• Report categories represent a thematic grouping / classification of the reports.

• Report categories can be individually defined.

Pre-defined report categories


Reporting: Report Context

• A report (script) always relates to a specific (report) context: – Database*

– Group

– Model (including model types)

– Object (including object types)

– Method filter*

• The context is specified when creating the report (in the Administration or Script Editor modules).

• A report can only be run in the context for which it has been defined.

* - Not in ARIS Business Designer


Running Reports


Reporting: Running a Report

• Reports can be called up in the Explorer and Designer modules.

• Reports can be run manually (supported by a wizard) or using macros.

• In turn, macros can be run manually or automatically.

• For macros that are to be run automatically, an event is specified as the trigger for the macro.

Example:

When closing a model, a macro is called up that outputs all changes to the model in a text report.


Running a Report • Reports are run manually …

a) … in the menu bar using Evaluate -> Run Report (after selecting the item to be evaluated) or

b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Report

• A Report Wizard is started.


Report Wizard – Step 1

• In step 1 of the Report Wizard, the report to be run is selected. 1) Select the report category

2) Select report

Report description



• In step 2 of the Report Wizard, the output options are set.

Run the report



• In some reports, you are prompted to enter additional output options.


Report Output to Word


Presenting and Publishing Models


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Objectives of this Module At the end of this module:

– You will know

• how to prepare models graphically

• how to set print options and which options to select

• how to print or export models

– You will be able to present your modeling results in ARIS and navigate in the database.

– You will understand the advantages of publishing your modeling results in a process portal.


Module 10: Overview

Graphical Preparation of Models

Print Options and Printing Models

Tool-Based Presentation and Navigation

Digression: Process Portals

10.110.1

10.310.3

10.410.4

325

10.210.2


Graphical Preparation of Models


Aligning Objects

• As well as the technical completeness and accuracy of models, their appearance is also important.

• Models should be "laid out" before being published.

• Resources: – Use of a grid

– Manually aligning objects (with one another)

– Automatically laying out models (model extracts)

-> Layout Wizard


Setting a Grid for New Models

• The grid width for new models to be created is set using View -> Options -> Model -> For New Models -> Grid.

• The grid width to be used should be specified in the project conventions.


Set grid width


Setting a Grid for Existing Models

• The grid width for existing models is set in the model properties:

-> model pop-up menu -> Properties -> Format -> Grid


Set grid width


Align to Grid • In an existing model, the grid can be (de)activated using a button in

the toolbar.

• If it is only activated after creating the model, the modeled objects will need to be manually aligned with the grid.

1) Select objects 2) Arrange -> Align to Grid (from pop-up menu or in menu bar)


Manually Aligning Objects

• If several objects are selected, they can be manually aligned (with one another).

1) Select objects 2) Arrange -> Align (from pop-up menu or in menu bar)

Distribute horizontally allows identical spaces to be created between the objects.


Layout Wizard: General Layout Settings

• The general layout options are set under: View -> Options -> Model -> Layout

• The selected default settings can be applied in Designer using the model pop-up menu -> Arrange -> Layout

1) Select layout method

2) Set layout options


Layout Wizard: Applying the Settings Initial model Apply the layout using

Arrange -> Layout … 1a) In the model pop-up menu or 1b) In the menu bar

The Layout dialog box is called up.

E 1

F 1

E 2

F 2

E 3

TT 1

TT 2

Position 1

TT 2

TT 3

P2

Position 9


Layout Wizard: Applying the Settings 2) Preview shows what the model will look like.

3) Click on OK -> Model is laid out based on settings.

Layout result

E 1

F 1

E 2

F 2

E 3

TT 1TT 2

Position 1

TT 2 TT 3

P2

Position 9


Layout Wizard: Adapting the Layout • The general options can be changed for a specific model.

Activating Use as Default also changes the general options accordingly.

Changing the general layout options possible


Automatic Alignment

The settings are made for objects and connections.

• The options for automatic alignment are set under: View -> Options -> Model -> For New Models -> Automatic Alignment


Automatic Alignment

• Automatic alignment is called up …

b) … using the menu bar Arrange – Automatic Alignment

a) … using the model pop-up menu Arrange – Automatic Alignment or


Inserting and Removing Space

• The model pop-up menu can be used to insert or remove space in the model. 1) Model pop-up menu -> Insert and Remove Space

2) Drag with left mouse button held down (horizontal or vertical)

Event

Function

Event

Event

Function

Event


Changing the Model Formats

• General model options are set under View -> Options -> Model -> For New Models -> Representation.

• Different settings for a specific model can be made using the model pop-up menu -> Format -> Representation.


Representation of Objects • The graphical representation of an object can be changed using

the object pop-up menu -> Format -> Representation.

Reset the changes to the default ARIS representation

Change the object symbol


• The graphical properties of an object that can be changed include: – Object symbol (here: Function)

Representation of Objects

– When setting colors, the colors can also be specified in HSB or RGB format. This allows the maximum degree of adaptation to existing corporate colors.


Default Symbols for Objects • The default symbol for an object can be set using the

object pop-up menu: Properties -> Occurrences

The default symbol for the objects of a particular object type is specified here…

… and passed onto existing objects if necessary.


Representation of Connections • The graphical representation of a connection can be changed

using the connection pop-up menu -> Format -> Representation.

Reset to default ARIS representation

Arrowheads at the end of the connection are possible


Inserting Free-Form Text • Free-form text can be displayed in the model

– using the menu bar Insert -> Free-Form Text or

– using the corresponding icon.


Free-Form Text: Representation • The appearance of the text can be changed using the free-

form text pop-up menu: Format -> Representation: the font format, text alignment and comment can all be changed.

As Comment: Representation similar to a "Post It" to make comments easier to identify.


Inserting a Free-Form Graphic • A free-form text can be displayed in the model

– using Insert in the menu bar or



Free-Form Graphic: Representation • The graphical representation can be changed using the free-

form graphic pop-up menu: Format -> Representation.


Free-Form Text and Graphic: Example

• Representation with free-form text – formatted "As Comment" – and free-form graphic.


Font Formats for Objects

• The font format for a selected object can be changed using the Format -> Representation in the menu bar or using the object pop-up menu. Only font formats that are already created in the database can be used.


Attribute Placement for Objects

• The attribute placement is called up using the object pop-up menu: Format -> Edit Attribute Placement…

Add additional attributes to be placed


Attribute Placement for Objects: Selecting the Attribute

Placing a check here means that only maintained attributes are displayed.

The attribute to be placed is selected from the list (multiple selections possible).

Maintained attributes are marked:


Attribute Placement for Objects: Selecting the Position

For each attribute, the position at which it is to be displayed is specified. Several attributes can be placed at one position.


Attribute Placement for Objects: Moving

• When an object is selected, its attributes are marked by a dashed line. This enables you to identify which attribute belongs to which object, allowing even attributes that are placed a long way from the object to be located.

• Attributes can be placed at different positions directly in the model window. To do this, after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position.


Attribute Placement for Connections • Connection attributes are placed in the same way using the pop-up

menu for the connection.

PositionIDS.15654

Creator: system

FunctionPosition

IDS.15654

Creator: system

Functioncarries out



• Model attributes can be placed

– using the menu bar: Insert – Model Attribute or


• The following attributes are often shown in models: Name, Status, since/on



1) Select the position in the model at which the model attribute is to be inserted

2) Select the attribute and define the font

Example: Model attribute Name "As Comment"

Take creditdecision


Inserting OLE Objects

• OLE can be used to incorporate any files into ARIS models.

• OLE objects are placed – using the menu bar: Insert -> OLE Object or



Inserting OLE Objects

1) Select the position in the model at which the object is to be inserted

2) Select file

Activated -> Creates link to a file

Not activated -> File is integrated into ARIS database


Format Templates

• Templates can be used to conveniently adapt the appearance of models.

• The following elements can be influenced by templates: – Symbol display: fill color, line color

– Connection display: connection color, connection type

– Placement of attributes

• Templates can also be combined, e.g. a template that changes the graphical appearance of the objects and a template that places the attributes.


Print Options and Printing Models


General Print Settings

• General print settings are made under View -> Options:

– Model -> General -> Print

– Model -> For New Models -> Print

– Page Layout

• The settings under View -> Options are basic settings for the client. They can be changed for a specific model.


General Print Settings: View -> Options (1)

• View -> Options -> Model -> General -> Print

The print pages are shown in the open model

Print header/footer

Print blank pages



• View -> Options -> Model -> For New Models -> Print

• Note: As these settings depend on the size and alignment (length, width) of the model, they are normally set individually in the Print Preview when printing the model.

Print scale

Color or black/white printing

Page format



• View -> Options -> Page Layout

Settings for page margins

References (page number) to earlier/later pages are displayed on the printed pages.


Print Options for a Specific Model

• The print options set under View -> Options can be individually changed for a specific model – in the File menu, or

– using the model pop-up menu


Print Options for a Specific Model: File

• Print options in File menu:

Set up the header/footer and the Page Layout


Page Setup: Header and Footer 2) Place the cursor in the desired header/footer field

1) Select local settings

3) Insert attribute by double clicking

4) Make settings


Print Preview • The settings are made using the Print Preview toolbar:

Page Setup

Fit to page

Set number of pages

Print blank pages

black/white printing

Print header/footer Print wallpaper

Show 1 page


• As well as using File -> Print Preview, the Print Preview can be called up using

– the keyboard shortcut Ctrl+F2 or

– the icon in the toolbar

Print Preview


Print Options in Model Pop-Up Menu • Print options in model pop-up menu -> Properties ->

Format -> Print

Set print scale

Color or black/white printing

Fit to page

Page format

Set number of pages


Exporting a Graphic

• Using the model pop-up menu: Export -> As Graphic…, the model graphic can be exported to an emf file (Windows Enhanced Metafile).

Select storage location

The selected sections or the entire model is exported


Tool-Based Presentation and Navigation


Presentation and Navigation • The following options are available for presenting

models in ARIS:

– Hiding areas of the screen -> Enlargement of modeling / presentation area

– Navigation • Using assignments ("vertical" navigation) • Using process interfaces ("horizontal" navigation) • Using occurrence copies (and relationships)*

– Navigation Mode

– Selectively showing/hiding objects

* Navigation using occurrence copies is dealt with in a separate module


Navigation using Assignments • Vertical navigation:

– The assigned model provides details of the superior object (from a rough to a more refined level of detail)

For example, double click on assignment symbol

P1 P2 P3

E 3

P1

P3

F 3

F 4

E 4

E 5


Navigation using Process Interfaces • Horizontal navigation:

– Navigation to upstream or downstream processes at the same level of detail

Open the upstream process (at same level of detail)

E 1

F 1

F 2

E 2

E 3

P2

Open the downstream process (at same level of detail)

E 3

P1

P3

F 3

F 4

E 4

E 5

Open the downstream process (at same level of detail)


Navigation to Superior Models • From an assigned model, it is possible to navigate to superior

models using the model pop-up menu – -> Go To -> Superior Model or – -> Properties -> Superior Models


Navigation to Superior Models

• 1. step: Determination of object to which the model is assigned (-> superior object)

• 2. step: Determination of the models in which the superior object appears as an occurrence copy

P1 P2 P3

E 3

P1

P3

F 3

F 4

E 4

E 5

Superior object to EPC is P2. P2 has occurrences in following models

Open a superior model by double clicking or select and click OK.


Navigation Mode

• You can switch from editing mode to the mode for navigation and presentation using the menu bar View -> Navigation Mode.

• In navigation mode, objects can be selectively shown or hidden within a model. This is controlled by a special window.


Navigation Mode: Hiding Objects

... Objects previously selected in model

... All objects of selected object type

... All objects previously selected in model


Navigation Mode: Hiding Objects

Select specific objects

Hide using relationships


Navigation Mode: Showing Objects

• After being hidden, objects can be selectively shown as part of the presentation.

Select specific objects

Show using relationships: Directly adjacent objects

Show using relationships


Display Depth: Example Display depth = 1 Objects that are linked to the selected object by a connection are shown.

Display depth = 2 Objects that are linked to the selected object by a connection and the objects that are in turn linked to these objects by a connection are shown.


Selectively Showing / Hiding Objects • The object pop-up menu can be used to directly hide objects from

the model. • This automatically activates navigation mode.


Navigation Mode: Example

• Hide all satellite objects (i.e. all objects except functions, events and rules) to initially present the pure process flow.

Start event

Function

Event

Function

Event

Function

Event

Function

Event

Technical term

Human Resourcesperson

MS Word

Technical term

Applicationsystem

type

Event

Position

Event

Technical term

Technical term

Position

Applicationsystem

type

Technical term

Start event

Function

Event

Function

Event

Function

Event

Function

Event

Event

Event


Navigation Mode: Example • Successively show the satellite objects, e.g. first of all

show the organizational responsibilities, then the supporting IT systems etc.

Start event

Function

Event

Function

Event

Function

Event

Function

Event

Event

Event

Start event

Function

Event

Function

Event

Function

Event

Function

Event

Human Resourcesperson

Event

Position

Event

Position


Digression: Process Portals


Process Portal • Process portals are used to provide users who do

not have an ARIS installation with information from the ARIS system.

• To do this, ARIS Business Publisher (see training for ARIS Business Publisher or ARIS Business Architect) is used to export ARIS models in an HTML format, allowing the information to be presented in an Internet browser.


Process Portal - Overview

ARISBusinessPublisher

ARIS

ARIS models

Web server

Intranetbrowser

ARIS

ARIS models

Internet

Browser


Process Portal: Areas of Use • Roll-out of project results, new business processes

• Training employees in new business processes and structures

• Online work instructions (instead of paper documents, organizational manual)

• Continuous business improvement on the Intranet

• Quality assurance / release of project results (models) on Intranet

• Presentation, recruitment, marketing and advertising


Overview of Functionalities (Selection) Configurable tree structure

Navigation, including with mouse buttons (configurable)

Model information

Feedback

Download

Change Management

Search lists

Help

Graphic scaling

Automated web exports


Overview of Functionalities (Selection)

Access to external documents / links / OLE objects

Occurrences of objects in models

Relationships of objects

Attributes

Search

Access to SAP transactions and SAP Help

Documents and databases available in Lotus Notes

Running report or analysis scripts during web export

www.braxis.com.br www.cpm.com.br www.cpminternational.com

Treinamento Aris Business Designer

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