Modelling Inter-Organizational Business Processes Governance

Digital transformation requires decentralizing business process governance due to the increasing interdependencies of organizations and more complex business pipelines enabled by information technologies. We present a modelling approach to assist companies in their inter-organizational business process governance (IO-BPG). The results emerge from a design science research conducted with a major European telecommunications service provider. They include (1) the key domain attributes, (2) a domain-specific ontology, and (3) a BPMN extension instantiated in IO-BPG scenarios of Software-as-a-Service, covering structure, processes, and relational mechanisms. For theory, this paper extends the literature on business process governance with a modelling approach evaluated in one of the most regulated and dynamic economic sectors. For practice, our proposal may help appraise accountability, confidentiality, compliance, autonomy, authority, traceability, and collaboration configurations that are crucial to IO-BPG

Modeling IoT-aware Business Processes - A State of the Art Report

This research report presents an analysis of the state of the art of modeling Internet of Things (IoT)-aware business processes. IOT links the physical world to the digital world. Traditionally, we would find information about events and processes in the physical world in the digital world entered by humans and humans using this information to control the physical world. In the IoT paradigm, the physical world is equipped with sensors and actuators to create a direct link with the digital world. Business processes are used to coordinate a complex environment including multiple actors for a common goal, typically in the context of administrative work. In the past few years, we have seen research efforts on the possibilities to model IoT- aware business processes, extending process coordination to real world entities directly. This set of research efforts is relatively small when compared to the overall research effort into the IoT and much of the work is still in the early research stage. To create a basis for a bridge between IoT and BPM, the goal of this report is to collect and analyze the state of the art of existing frameworks for modeling IoT-aware business processes.Comment: 42 page

Modelo gráfico para simulação e controlo do chão de fábrica no contexto da indústria 5.0

Os valores da indústria 5.0 alteram o paradigma do atual modelo de produção. Com repercussões em toda a cadeia de valor. Desafios como a mass customization, abrem oportunidades para novas abordagens em que se contempla a redução do desperdício de forma a otimizar a utilização dos recursos do planeta. O objetivo deste trabalho é propor um modelo funcional que apresenta o chão de fábrica como um prestador de serviços para o produto a ser construído. Desta forma o processo de fabrico adapta-se dinamicamente a eventuais alterações. São apresentadas simulações e análises dos resultados de forma a validar o modelo. Assim, pretende-se contribuir com um modelo capaz de realizar simulações. E que a integração do modelo com os atuais dispositivos físicos, através de tecnologias da Internet das Coisas, permita a reutilização dos mesmos além de controlar o chão de fábrica

Cartographie 4.0 pour la transformation numérique des processus

RÉSUMÉ : L'industrie 4.0 représente un défi majeur pour l'ensemble des secteurs d'activité économique et notamment pour le domaine de la construction qui cherche à réussir sa transition vers la construction 4.0. Cette 4e révolution industrielle, basée sur le numérique et la connectivité, permet une prise de décision à la fois décentralisée et en temps réel, dans le but de maximiser l'agilité, la réactivité et l'autonomie des systèmes. Cependant, les changements associés à cette révolution ne sont pas aisés à mettre en œuvre, d'autant plus que la représentation des processus habituellement utilisée pour la transformation des procédés n'est pas adaptée au besoin de représentation de l'industrie 4.0. C'est pourquoi l'objectif général de nos travaux est de développer une nouvelle représentation des processus adaptée aux besoins de l'industrie 4.0.Ainsi, après un état de l'art consacré à l'industrie 4.0 et à sa déclinaison dans le domaine de la construction, une revue de littérature sur les standards de modélisation des processus d'affaires a été menée, permettant de juger de la capacité des formalismes de cartographies actuels et de leurs améliorations à prendre en compte les spécificités de représentation de l'industrie 4.0. Celles-ci se situent en particulier dans la représentation des technologies et des données. Bien qu'il ait été démontré qu'aucun formalisme n'embrasse l’ensemble des besoins en représentation 4.0, cet état de l'art a permis de comparer les différents formalismes et de dégager les plus prometteurs. De plus, les caractéristiques nécessaires à la conception d'une nouvelle représentation à destination de l'industrie 4.0 ont d’une part été extraites de la revue de littérature, et ont d’autre part été complétées suivant les besoins de notre partenaire industriel exprimés lors de son audit. Basé sur le formalisme BPMN, notre nouveau modèle baptisé « Gabarit de représentation et de modélisation pour l'industrie 4.0 (GRMI4.0), a été développé et validé grâce à un protocole adapté de la méthodologie usuellement employée lors de la normalisation des pictogrammes. La bonification des pictogrammes d’activité et de donnée par l’ajout de 14 nouvelles icônes apporte une meilleure représentation des solutions 4.0 mises en œuvre, en particulier du point de vue des technologies et des données. L’intégration d’indicateurs de performance permet quant à elle de quantifier les transformations induites en termes de compétences à mettre en œuvre, de coût et de temps. Enfin, un gabarit Microsoft Visio a été développé pour faciliter l’utilisation du GRMI4.0. Finalement, une expérimentation sur un cas d'application du partenaire – l'implantation de la méthode de la valeur acquise sur le processus de gestion et de suivi de projet – a montré l’efficacité du modèle pour l’opérationnalisation de l’implantation de pratiques 4.0.----------ABSTRACT : Industry 4.0 represents a major challenge in all sectors of economic activity and particularly in the industry of the construction, which is seeking to make a successful transition to construction 4.0. This 4th industrial revolution, based on digital technology and connectivity, enables both decentralized and real-time decision-making, with the aim of maximizing the systems’ agility, responsiveness and autonomy. However, the changes associated with this revolution are not easy to implement, especially since Business Process Modeling (BPM) usually used for process transformation is not adapted to the needs of representation of Industry 4.0. This is why the general objective of our work is to develop a new BPMN representation adapted to the needs of industry 4.0. Thus, after a state of the art devoted to industry 4.0 and its declination in the field of construction, a literature review on BPM standards has been conducted, allowing to judge the capacity of current mapping formalisms and their improvements to take into account the specific features of Industry 4.0 representation. These features particularly relate to the representation of technologies and data. Although it has been shown that no single formalism covers all the needs in 4.0 representation, this state of the art has made it possible to compare the different formalisms and to identify the most promising ones. In addition, the necessary characteristics for the design of a new representation for Industry 4.0 were extracted from the literature review and were completed according to the needs our industrial partner expressed during its audit. Based on the BPMN formalism, our new model called “Gabarit de représentation et de modélisation pour l’industrie 4.0” (GRMI4.0), has been developed and validated using a protocol adapted from the methodology usually used in the standardization of pictograms. The enhancement of the activity and data pictograms by the addition of 14 new icons provides a better representation of the implemented 4.0 solutions, particularly from technology and data points of view. The integration of performance indicators enables to quantify the induced transformations in terms of skills, cost and time. Besides, a Microsoft Visio template has been developed to facilitate the use of GRMI 4.0. Finally, an experimentation on a partner's application case - the implementation of the earned value method on the project management and monitoring process - showed the effectiveness of the model for the operationalization of 4.0 practice

Driving Manufacturing Systems for the Fourth Industrial Revolution

It has been a long way since the aroused of the Industry 4.0 and the companies' reality is not already align with this new concept. Industry 4.0 is ongoing slowly as it was expected that its maturity level should be higher. The companies´ managers should have a different approach to the adoption of the industry 4.0 enabling technologies on their manufacturing systems to create smart nets along all production process with the connection of elements on the manu-facturing system such as machines, employees, and systems. These smart nets can control and make autonomous decisions efficiently. Moreover, in the industry 4.0 environment, companies can predict problems and failures along all production process and react sooner regarding maintenance or production changes for instance. The industry 4.0 environment is a challenging area because changes the relation between humans and machines. In this way, the scope of this thesis is to contribute to companies adopting the industry 4.0 enabling technologies in their manufacturing systems to improve their competitiveness to face the incoming future. For this purpose, this thesis integrates a research line oriented to i) the understanding of the industry 4.0 concepts, and its enabling technologies to perform the vision of the smart factory, ii) the analysis of the industry 4.0 maturity level on a regional industrial sector and to understand how companies are facing the digital transformation challenges and its barriers, iii) to analyze in deep the industry 4.0 adoption in a company and understand how this company can reach higher maturity levels, and iv) the development of strategic scenarios to help companies on the digital transition, proposing risk mitigations plans and a methodology to develop stra-tegic scenarios. This thesis highlights several barriers to industry 4.0 adoption and also brings new ones to academic and practitioner discussion. The companies' perception related to these barriers Is also discussed in this thesis. The findings of this thesis are of significant interest to companies and managers as they can position themselves along this research line and take advantage of it using all phases of this thesis to perform a better knowledge of this industrial revolution, how to perform better industry 4.0 maturity levels and they can position themselves in the proposed strategic scenarios to take the necessary actions to better face this industrial revolution. In this way, it is proposed this research line for companies to accelerate their digital transformation.Já existe um longo percurso desde o aparecimento da indústria 4.0 e a realidade das empresas ainda não está alinhada com este novo conceito. A indústria 4.0 está em andamento lento, pois era esperado que o seu nível de maturidade fosse maior. Os gestores das empresas devem ter uma abordagem diferente na adoção das tecnologias facilitadoras da indústria 4.0 nos seus sistemas produtivos para criar redes inteligentes ao longo de todo o processo produtivo com a conexão de elementos do sistema produtivo como máquinas, operários e sistemas. Estas redes inteligentes podem controlar e tomar decisões autónomas com eficiência. Além disso, no ambiente da indústria 4.0, as empresas podem prever problemas e falhas ao longo de todo o processo produtivo e reagir mais cedo em relação a manutenções ou mudanças de produção, por exemplo. O ambiente da indústria 4.0 é uma área desafiadora devido às mudanças na relação entre humanos e máquinas. Desta forma, o objetivo desta tese é contribuir para que as empresas adotem as tecnologias facilitadoras das indústria 4.0 nos seus sistemas produtivos por forma a melhorar sua competitividade para enfrentar o futuro que se aproxima. Para isso, esta tese integra uma linha de investigação orientada para i) a compreensão dos conceitos da indústria 4.0, e suas tecnologias facilitadores para realizar a visão da fábrica inteligente, ii) a análise do nível de maturidade da indústria 4.0 num setor industrial regional e entender como as empresas estão enfrentando os desafios da transformação digital e suas barreiras, iii) analisar a fundo a adoção da indústria 4.0 numa empresa e entender como essa empresa pode atingir níveis mais elevados de maturidade, e iv) o desenvolvimento de cenários estratégicos para ajudar as empresas na transição digital, propondo planos de mitigação de riscos e uma metodologia para desenvolver cenários estratégicos. Esta tese destaca várias barreiras à adoção da indústria 4.0 e também traz novas barreiras para a discussão acadêmica e profissional. A perceção das empresas em relação a essas barreiras também é discutida nesta tese. As descobertas nesta tese são de grande interesse para empresas e gestores, pois podem-se posicionar ao longo desta linha de investigação e aproveitá-la utilizando todas as fases desta tese para obter um melhor conhecimento desta revolução industrial, como obter melhores níveis de maturidade da indústria 4.0 e possam posicionar-se nos cenários estratégicos propostos por forma a tomar as ações necessárias para melhorar o envolvimento nesta revolução industrial. Desta forma, propõe-se esta linha de investigação para que as empresas acelerem a sua transformação digital

Self-managed Workflows for Cyber-physical Systems

Workflows are a well-established concept for describing business logics and processes in web-based applications and enterprise application integration scenarios on an abstract implementation-agnostic level. Applying Business Process Management (BPM) technologies to increase autonomy and automate sequences of activities in Cyber-physical Systems (CPS) promises various advantages including a higher flexibility and simplified programming, a more efficient resource usage, and an easier integration and orchestration of CPS devices. However, traditional BPM notations and engines have not been designed to be used in the context of CPS, which raises new research questions occurring with the close coupling of the virtual and physical worlds. Among these challenges are the interaction with complex compounds of heterogeneous sensors, actuators, things and humans; the detection and handling of errors in the physical world; and the synchronization of the cyber-physical process execution models. Novel factors related to the interaction with the physical world including real world obstacles, inconsistencies and inaccuracies may jeopardize the successful execution of workflows in CPS and may lead to unanticipated situations. This thesis investigates properties and requirements of CPS relevant for the introduction of BPM technologies into cyber-physical domains. We discuss existing BPM systems and related work regarding the integration of sensors and actuators into workflows, the development of a Workflow Management System (WfMS) for CPS, and the synchronization of the virtual and physical process execution as part of self-* capabilities for WfMSes. Based on the identified research gap, we present concepts and prototypes regarding the development of a CPS WFMS w.r.t. all phases of the BPM lifecycle. First, we introduce a CPS workflow notation that supports the modelling of the interaction of complex sensors, actuators, humans, dynamic services and WfMSes on the business process level. In addition, the effects of the workflow execution can be specified in the form of goals defining success and error criteria for the execution of individual process steps. Along with that, we introduce the notion of Cyber-physical Consistency. Following, we present a system architecture for a corresponding WfMS (PROtEUS) to execute the modelled processes-also in distributed execution settings and with a focus on interactive process management. Subsequently, the integration of a cyber-physical feedback loop to increase resilience of the process execution at runtime is discussed. Within this MAPE-K loop, sensor and context data are related to the effects of the process execution, deviations from expected behaviour are detected, and compensations are planned and executed. The execution of this feedback loop can be scaled depending on the required level of precision and consistency. Our implementation of the MAPE-K loop proves to be a general framework for adding self-* capabilities to WfMSes. The evaluation of our concepts within a smart home case study shows expected behaviour, reasonable execution times, reduced error rates and high coverage of the identified requirements, which makes our CPS~WfMS a suitable system for introducing workflows on top of systems, devices, things and applications of CPS.:1. Introduction 15 1.1. Motivation 15 1.2. Research Issues 17 1.3. Scope & Contributions 19 1.4. Structure of the Thesis 20 2. Workflows and Cyber-physical Systems 21 2.1. Introduction 21 2.2. Two Motivating Examples 21 2.3. Business Process Management and Workflow Technologies 23 2.4. Cyber-physical Systems 31 2.5. Workflows in CPS 38 2.6. Requirements 42 3. Related Work 45 3.1. Introduction 45 3.2. Existing BPM Systems in Industry and Academia 45 3.3. Modelling of CPS Workflows 49 3.4. CPS Workflow Systems 53 3.5. Cyber-physical Synchronization 58 3.6. Self-* for BPM Systems 63 3.7. Retrofitting Frameworks for WfMSes 69 3.8. Conclusion & Deficits 71 4. Modelling of Cyber-physical Workflows with Consistency Style Sheets 75 4.1. Introduction 75 4.2. Workflow Metamodel 76 4.3. Knowledge Base 87 4.4. Dynamic Services 92 4.5. CPS-related Workflow Effects 94 4.6. Cyber-physical Consistency 100 4.7. Consistency Style Sheets 105 4.8. Tools for Modelling of CPS Workflows 106 4.9. Compatibility with Existing Business Process Notations 111 5. Architecture of a WfMS for Distributed CPS Workflows 115 5.1. Introduction 115 5.2. PROtEUS Process Execution System 116 5.3. Internet of Things Middleware 124 5.4. Dynamic Service Selection via Semantic Access Layer 125 5.5. Process Distribution 126 5.6. Ubiquitous Human Interaction 130 5.7. Towards a CPS WfMS Reference Architecture for Other Domains 137 6. Scalable Execution of Self-managed CPS Workflows 141 6.1. Introduction 141 6.2. MAPE-K Control Loops for Autonomous Workflows 141 6.3. Feedback Loop for Cyber-physical Consistency 148 6.4. Feedback Loop for Distributed Workflows 152 6.5. Consistency Levels, Scalability and Scalable Consistency 157 6.6. Self-managed Workflows 158 6.7. Adaptations and Meta-adaptations 159 6.8. Multiple Feedback Loops and Process Instances 160 6.9. Transactions and ACID for CPS Workflows 161 6.10. Runtime View on Cyber-physical Synchronization for Workflows 162 6.11. Applicability of Workflow Feedback Loops to other CPS Domains 164 6.12. A Retrofitting Framework for Self-managed CPS WfMSes 165 7. Evaluation 171 7.1. Introduction 171 7.2. Hardware and Software 171 7.3. PROtEUS Base System 174 7.4. PROtEUS with Feedback Service 182 7.5. Feedback Service with Legacy WfMSes 213 7.6. Qualitative Discussion of Requirements and Additional CPS Aspects 217 7.7. Comparison with Related Work 232 7.8. Conclusion 234 8. Summary and Future Work 237 8.1. Summary and Conclusion 237 8.2. Advances of this Thesis 240 8.3. Contributions to the Research Area 242 8.4. Relevance 243 8.5. Open Questions 245 8.6. Future Work 247 Bibliography 249 Acronyms 277 List of Figures 281 List of Tables 285 List of Listings 287 Appendices 28

Innovative Model Based Systems Engineering approach for the design of hypersonic transportation systems

L'abstract è presente nell'allegato / the abstract is in the attachmen

Pristup specifikaciji i generisanju proizvodnih procesa zasnovan na inženjerstvu vođenom modelima

In this thesis, we present an approach to the production process specification and generation based on the model-driven paradigm, with the goal to increase the flexibility of factories and respond to the challenges that emerged in the era of Industry 4.0 more efficiently. To formally specify production processes and their variations in the Industry 4.0 environment, we created a novel domain-specific modeling language, whose models are machine-readable. The created language can be used to model production processes that can be independent of any production system, enabling process models to be used in different production systems, and process models used for the specific production system. To automatically transform production process models dependent on the specific production system into instructions that are to be executed by production system resources, we created an instruction generator. Also, we created generators for different manufacturing documentation, which automatically transform production process models into manufacturing documents of different types. The proposed approach, domain-specific modeling language, and software solution contribute to introducing factories into the digital transformation process. As factories must rapidly adapt to new products and their variations in the era of Industry 4.0, production must be dynamically led and instructions must be automatically sent to factory resources, depending on products that are to be created on the shop floor. The proposed approach contributes to the creation of such a dynamic environment in contemporary factories, as it allows to automatically generate instructions from process models and send them to resources for execution. Additionally, as there are numerous different products and their variations, keeping the required manufacturing documentation up to date becomes challenging, which can be done automatically by using the proposed approach and thus significantly lower process designers' time.У овој дисертацији представљен је приступ спецификацији и генерисању производних процеса заснован на инжењерству вођеном моделима, у циљу повећања флексибилности постројења у фабрикама и ефикаснијег разрешавања изазова који се појављују у ери Индустрије 4.0. За потребе формалне спецификације производних процеса и њихових варијација у амбијенту Индустрије 4.0, креиран је нови наменски језик, чије моделе рачунар може да обради на аутоматизован начин. Креирани језик има могућност моделовања производних процеса који могу бити независни од производних система и тиме употребљени у различитим постројењима или фабрикама, али и производних процеса који су специфични за одређени систем. Како би моделе производних процеса зависних од конкретног производног система било могуће на аутоматизован начин трансформисати у инструкције које ресурси производног система извршавају, креиран је генератор инструкција. Такође су креирани и генератори техничке документације, који на аутоматизован начин трансформишу моделе производних процеса у документе различитих типова. Употребом предложеног приступа, наменског језика и софтверског решења доприноси се увођењу фабрика у процес дигиталне трансформације. Како фабрике у ери Индустрије 4.0 морају брзо да се прилагоде новим производима и њиховим варијацијама, неопходно је динамички водити производњу и на аутоматизован начин слати инструкције ресурсима у фабрици, у зависности од производа који се креирају у конкретном постројењу. Тиме што је у предложеном приступу могуће из модела процеса аутоматизовано генерисати инструкције и послати их ресурсима, доприноси се креирању једног динамичког окружења у савременим фабрикама. Додатно, услед великог броја различитих производа и њихових варијација, постаје изазовно одржавати неопходну техничку документацију, што је у предложеном приступу могуће урадити на аутоматизован начин и тиме значајно уштедети време пројектаната процеса.U ovoj disertaciji predstavljen je pristup specifikaciji i generisanju proizvodnih procesa zasnovan na inženjerstvu vođenom modelima, u cilju povećanja fleksibilnosti postrojenja u fabrikama i efikasnijeg razrešavanja izazova koji se pojavljuju u eri Industrije 4.0. Za potrebe formalne specifikacije proizvodnih procesa i njihovih varijacija u ambijentu Industrije 4.0, kreiran je novi namenski jezik, čije modele računar može da obradi na automatizovan način. Kreirani jezik ima mogućnost modelovanja proizvodnih procesa koji mogu biti nezavisni od proizvodnih sistema i time upotrebljeni u različitim postrojenjima ili fabrikama, ali i proizvodnih procesa koji su specifični za određeni sistem. Kako bi modele proizvodnih procesa zavisnih od konkretnog proizvodnog sistema bilo moguće na automatizovan način transformisati u instrukcije koje resursi proizvodnog sistema izvršavaju, kreiran je generator instrukcija. Takođe su kreirani i generatori tehničke dokumentacije, koji na automatizovan način transformišu modele proizvodnih procesa u dokumente različitih tipova. Upotrebom predloženog pristupa, namenskog jezika i softverskog rešenja doprinosi se uvođenju fabrika u proces digitalne transformacije. Kako fabrike u eri Industrije 4.0 moraju brzo da se prilagode novim proizvodima i njihovim varijacijama, neophodno je dinamički voditi proizvodnju i na automatizovan način slati instrukcije resursima u fabrici, u zavisnosti od proizvoda koji se kreiraju u konkretnom postrojenju. Time što je u predloženom pristupu moguće iz modela procesa automatizovano generisati instrukcije i poslati ih resursima, doprinosi se kreiranju jednog dinamičkog okruženja u savremenim fabrikama. Dodatno, usled velikog broja različitih proizvoda i njihovih varijacija, postaje izazovno održavati neophodnu tehničku dokumentaciju, što je u predloženom pristupu moguće uraditi na automatizovan način i time značajno uštedeti vreme projektanata procesa