Current and Future Issues in BPM Research: A European Perspective from the ERCIS Meeting 2010

Business process management (BPM) is a still-emerging field in the academic discipline of Information Systems (IS). This article reflects on a workshop on current and future issues in BPM research that was conducted by seventeen IS researchers from eight European countries as part of the 2010 annual meeting of the European Research Center for Information Systems (ERCIS). The results of this workshop suggest that BPM research can meaningfully contribute to investigating a broad variety of phenomena that are of interest to IS scholars, ranging from rather technical (e.g., the implementation of software architectures) to managerial (e.g., the impact of organizational culture on process performance). It further becomes noticeable that BPM researchers can make use of several research strategies, including qualitative, quantitative, and design-oriented approaches. The article offers the participants’ outlook on the future of BPM research and combines their opinions with research results from the academic literature on BPM, with the goal of contributing to establishing BPM as a distinct field of research in the IS discipline

Ontological representation and governance of business semantics in compliant service networks

The Internet would enable new ways for service innovation and trading, as well as for analysing the resulting value networks, with an unprecedented level of scale and dynamics. Yet most related economic activities remain of a largely brittle and manual nature. Service-oriented business implementations focus on operational aspects at the cost of value creation aspects such as quality and regulatory compliance. Indeed they enforce how to carry out a certain business in a prefixed non-adaptive manner rather than capturing the semantics of a business domain in a way that would enable service systems to adapt their role in changing value propositions. In this paper we set requirements for SDL-compliant business service semantics, and propose a method for their ontological representation and governance. We demonstrate an implementation of our approach in the context of service-oriented Information Governance

Declarative techniques for modeling and mining business processes..

Organisaties worden vandaag de dag geconfronteerd met een schijnbare tegenstelling. Hoewel ze aan de ene kant veel geld geïnvesteerd hebben in informatiesystemen die hun bedrijfsprocessen automatiseren, lijken ze hierdoor minder in staat om een goed inzicht te krijgen in het verloop van deze processen. Een gebrekkig inzicht in de bedrijfsprocessen bedreigt hun flexibiliteit en conformiteit. Flexibiliteit is belangrijk, omdat organisaties door continu wijzigende marktomstandigheden gedwongen worden hun bedrijfsprocessen snel en soepel aan te passen. Daarnaast moeten organisaties ook kunnen garanderen dan hun bedrijfsvoering conform is aan de wetten, richtlijnen, en normen die hun opgelegd worden. Schandalen zoals de recent aan het licht gekomen fraude bij de Franse bank Société Générale toont het belang aan van conformiteit en flexibiliteit. Door het afleveren van valse bewijsstukken en het omzeilen van vaste controlemomenten, kon één effectenhandelaar een risicoloze arbitragehandel op prijsverschillen in futures omtoveren tot een risicovolle, speculatieve handel in deze financiële derivaten. De niet-ingedekte, niet-geautoriseerde posities bleven lange tijd verborgen door een gebrekkige interne controle, en tekortkomingen in de IT beveiliging en toegangscontrole. Om deze fraude in de toekomst te voorkomen, is het in de eerste plaats noodzakelijk om inzicht te verkrijgen in de operationele processen van de bank en de hieraan gerelateerde controleprocessen. In deze tekst behandelen we twee benaderingen die gebruikt kunnen worden om het inzicht in de bedrijfsprocessen te verhogen: procesmodellering en procesontginning. In het onderzoek is getracht technieken te ontwikkelen voor procesmodellering en procesontginning die declaratief zijn. Procesmodellering process modeling is de manuele constructie van een formeel model dat een relevant aspect van een bedrijfsproces beschrijft op basis van informatie die grotendeels verworven is uit interviews. Procesmodellen moeten adequate informatie te verschaffen over de bedrijfsprocessen om zinvol te kunnen worden gebruikt bij hun ontwerp, implementatie, uitvoering, en analyse. De uitdaging bestaat erin om nieuwe talen voor procesmodellering te ontwikkelen die adequate informatie verschaffen om deze doelstelling realiseren. Declaratieve procestalen maken de informatie omtrent bedrijfsbekommernissen expliciet. We karakteriseren en motiveren declaratieve procestalen, en nemen we een aantal bestaande technieken onder de loep. Voorts introduceren we een veralgemenend raamwerk voor declaratieve procesmodellering waarbinnen bestaande procestalen gepositioneerd kunnen worden. Dit raamwerk heet het EM-BrA�CE raamwerk, en staat voor `Enterprise Modeling using Business Rules, Agents, Activities, Concepts and Events'. Het bestaat uit een formele ontolgie en een formeel uitvoeringsmodel. Dit raamwerk legt de ontologische basis voor de talen en technieken die verder in het doctoraat ontwikkeld worden. Procesontginning process mining is de automatische constructie van een procesmodel op basis van de zogenaamde event logs uit informatiesystemen. Vandaag de dag worden heel wat processen door informatiesystemen in event logs geregistreerd. In event logs vindt men in chronologische volgorde terug wie, wanneer, welke activiteit verricht heeft. De analyse van event logs kan een accuraat beeld opleveren van wat er zich in werkelijkheid afspeelt binnen een organisatie. Om bruikbaar te zijn, moeten de ontgonnen procesmodellen voldoen aan criteria zoals accuraatheid, verstaanbaarheid, en justifieerbaarheid. Bestaande technieken voor procesontginning focussen vooral op het eerste criterium: accuraatheid. Declaratieve technieken voor procesontginning richten zich ook op de verstaanbaarheid en justifieerbaarheid van de ontgonnen modellen. Declaratieve technieken voor procesontginning zijn meer verstaanbaar omdat ze pogen procesmodellen voor te stellen aan de hand van declaratieve voorstellingsvormen. Daarenboven verhogen declaratieve technieken de justifieerbaarheid van de ontgonnen modellen. Dit komt omdat deze technieken toelaten de apriori kennis, inductieve bias, en taal bias van een leeralgoritme in te stellen. Inductief logisch programmeren (ILP) is een leertechniek die inherent declaratief is. In de tekst tonen we hoe proces mining voorgesteld kan worden als een ILP classificatieprobleem, dat de logische voorwaarden leert waaronder gebeurtenis plaats vindt (positief event) of niet plaatsvindt (een negatief event). Vele event logs bevatten van nature geen negatieve events die aangeven dat een bepaalde activiteit niet kon plaatsvinden. Om aan dit probleem tegemoet te komen, beschrijven we een techniek om artificiële negatieve events te genereren, genaamd AGNEs (process discovery by Artificially Generated Negative Events). De generatie van artificiële negatieve events komt neer op een configureerbare inductieve bias. De AGNEs techniek is geïmplementeerd als een mining plugin in het ProM raamwerk. Door process discovery voor te stellen als een eerste-orde classificatieprobleem op event logs met artificiële negatieve events, kunnen de traditionele metrieken voor het kwantificeren van precisie (precision) en volledigheid (recall) toegepast worden voor het kwantificeren van de precisie en volledigheid van een procesmodel ten opzicht van een event log. In de tekst stellen we twee nieuwe metrieken voor. Deze nieuwe metrieken, in combinatie met bestaande metrieken, werden gebruikt voor een uitgebreide evaluatie van de AGNEs techniek voor process discovery in zowel een experimentele als een praktijkopstelling.

Reconstructing and Educating Interdisciplinarity

Interdisciplinarity is required: from those in charge at universities, policy-makers and leading researchers globally. It is essential, however, that interdisciplinarity be founded on a unified scientific theory so it is not a mere catchword but filled with substance of its own. This paper presents a conceptual framework, which allows the need-based reconstruction of interdisciplinary content. This is done using an example: the creation of a language-critical organization theory as part of Computer Science (CS), which seems to have entered the global discussion of the topics “Web Science”, “Enterprise Computer Science” or Services Science. Nowadays, because of “ubiquitous computing”, it is modeling in almost every scientific or business area and not programming, that is in the focus of a worldspanning System and Applied Computer Science

Enterprise modelling framework for dynamic and complex business environment: socio-technical systems perspective

The modern business environment is characterised by dynamism and ambiguity. The causes include global economic change, rapid change requirements, shortened development life cycles and the increasing complexity of information technology and information systems (IT/IS). However, enterprises have been seen as socio-technical systems. The dynamic complex business environment cannot be understood without intensive modelling and simulation. Nevertheless, there is no single description of reality, which has been seen as relative to its context and point of view. Human perception is considered an important determinant for the subjectivist view of reality. Many scholars working in the socio-technical systems and enterprise modelling domains have conceived the holistic sociotechnical systems analysis and design possible using a limited number of procedural and modelling approaches. For instance, the ETHICS and Human-centred design approaches of socio-technical analysis and design, goal-oriented and process-oriented modelling of enterprise modelling perspectives, and the Zachman and DoDAF enterprise architecture frameworks all have limitations that can be improved upon, which have been significantly explained in this thesis. [Continues.

General framework for service engineering analysis and design

The research produced a General Service Engineering Framework (GSEF), a process guideline for building a service system which covers both the business and informatics aspects. The framework also defines service engineering ontologi, which collects and specifies components of service engineering and its internal relations

An OMG model-based approach for aligning information systems requirements and architectures with business

Tese de Doutoramento (Programa Doutoral em Tecnologias e Sistemas de Informação)The challenges involved in developing information systems (which are able to adapt to rapidly changing business and technological conditions) are directly related to the importance of their alignment with the business counterpart. These challenges comprise issues that cross management and information systems domains, relating and aligning them in order to attain superior performance for the organization, while identifying its strategy and tailoring its business processes. As this relation is increasingly intertwined its concepts are conducted to pragmatic methods, incorporating both management and information systems components, for how, when and where this alignment really matters. The related topics of the alignment between business and information systems comprise diverse paths of research, though with little common ground established inside the community, where problems arouse due to the fast moving business and technological environments. According to these circumstances, the process of developing information systems to support the alignment benefits from incorporating the use of structured and model-based approaches. So, as the development of evermore complex information systems presents a challenge for the currently available methods, the use of models to support the alignment with business stands as an increasingly important issue. Following those challenges, we set out to question how to develop solutions aligning information systems with business in a model-based approach. Accordingly, we support our research on the need to understand what are the perspectives involved in aligning information systems with business, and, moreover, to comprehend in what sense model adoption drives information systems development. So, the proposed goals for this thesis are: (1) set the basis for the elicitation of business requirements in order to support a well-grounded development of information systems; (2) provide for the generation of business models based on the business requirements, while assuring their alignment and traceability; and (3) arrange for the derivation of information system architectures from the business requirements, while attaining alignment and traceability for their mutual transformation and adaptation. Several issues surrounding these goals have already been described and approached in diverse ways by other researchers, where existing approaches and associated methods achieved good results. Nevertheless, these approaches are not without their shortfalls, sometimes failing to present a complete solution, others being unable to adapt to new challenges, or even incapable of reacting to recent trends. In order to tackle these issues we propose to build upon those approaches by adapting, evolving and innovating on solutions in each of the three proposed goals, respectively intertwining with perspectives from related standards and reference models. Answering the first goal, in what regards the main contributions of this thesis, we propose to broaden the elicitation of requirements by relating functional and nonfunctional requirements from business processes. So, we present a unified metamodel representation for those requirements, accompanied by a customizable method for their joint elicitation, based-on business-driven use-cases, goals and rules. This approach adopts the Rational Unified Process (RUP) development methodology and the Business Motivation Model (BMM) standard model language representation for business requirements. Moreover, the metamodel representation and method operationalization are accompanied by a prototype support tool that completes this first contribution. For the second goal, a more business-oriented one correlated to the higher-level requirements, we propose to generate business models directly from the inferred functional and nonfunctional requirements. So, we present a three-dimensional approach built on the relation of the referred requirements with the Balanced Scorecard (BSC) reference model, where an additional mapping to the Business Model Canvas (BMC) is also made available. This proposal provides an associated metamodel representation for the relation between the elements involved and a customizable method for their operationalization, all accompanied by a prototype support tool. On the third goal, focused on system architectures and connected to the lower-level requirements, we propose to derive service-oriented participants from the functional requirements, while aligning the nonfunctional requirements with the quality characteristics of the solution to-be. First, we present an evolution of an existing method for the derivation of a logical architecture, in order to adapt it to a service-oriented approach (SOA). Then, following on the existing relation between the nonfunctional and functional side of the low-level requirements, our approach is able to associate these last with its related services on the derived architecture, in another three-dimensional approach. Additionally, a mapping of the nonfunctional requirements with the system quality characteristics (CISQ) is made available. Once more, an associated metamodel, a customizable method and a prototype support tool are also provided. The development of these three approaches is supported through the execution of tasks which originate artifacts and lead to publications associated to their respective research and development efforts, all according to the Design Science Research (DSR) methodology. These are applied in ongoing projects involving experimental scenarios in industrial settings and associated to established research reference patterns, balancing the interests of both researchers and practitioners while focused both on technology and management audiences. The results obtained from their evaluation reflect the quality and depth of our findings, helping to validate the scientific contribution of this work.Os desafios implicados no desenvolvimento de sistemas de informação (que sejam capazes de se adaptar a condições tecnológicas e de negócios em rápida mutação) estão diretamente relacionados à importância do seu alinhamento com a contraparte do negócio. Esses desafios envolvem questões que cruzam os domínios da gestão e dos sistemas de informação, relacionando-os e alinhando-os com o intuito de alcançar um desempenho superior para a organização, ao mesmo tempo que identificam a sua estratégia e adequam os seus processos de negócio. Como esta relação está cada vez mais interligada, os seus conceitos são canalizados para métodos pragmáticos, incorporando ambos os componentes de sistemas de informação e de gestão, para saber como, quando e onde este alinhamento realmente interessa. Os tópicos relacionados com o alinhamento entre negócio e sistemas de informação abrangem diversos caminhos de pesquisa, embora com poucos alicerces em comum estabelecidos dentro da comunidade, onde os problemas surgem devido às rápidas mudanças nos negócios e nos ambientes tecnológicos. De acordo com estas circunstâncias, o processo de desenvolvimento de sistemas de informação para apoiar o alinhamento beneficia de incorporar o uso de abordagens estruturadas e baseadas em modelos. Assim, dado que o desenvolvimento de sistemas de informação cada vez mais complexos apresenta um desafio para os métodos atualmente disponíveis, o uso de modelos para apoiar o alinhamento com o negócio destaca-se como uma questão cada vez mais importante. Em linha com esses desafios, estabelecemos a questão de como desenvolver soluções para alinhar sistemas de informações com o negócio numa abordagem baseada em modelos. Neste sentido, apoiamos a nossa pesquisa na necessidade de compreender quais são as perspetivas envolvidas no alinhamento dos sistemas de informação com o negócio, e, além disso, de compreender em que sentido a adoção de modelos capacita o desenvolvimento desses sistemas. Assim, os objetivos propostos para esta tese são: (1) definir as bases para o levantamento de requisitos de negócio a fim de suportar um desenvolvimento bem fundamentado de sistemas de informação; (2) disponibilizar a geração de modelos de negócio baseados nos requisitos de negócio, garantindo o alinhamento e a rastreabilidade entre ambos; e (3) estruturar a derivação de arquiteturas de sistema de informação a partir dos requisitos de negócio, preservando o alinhamento e rastreabilidade para a sua mútua transformação e adaptação. Várias questões envolvendo estes objetivos foram já descritas e tratadas de diversas maneiras por outros investigadores, tendo as abordagens existentes e os métodos associados alcançado bons resultados. No entanto, essas abordagens têm as suas lacunas, umas vezes falham em apresentar uma solução completa, noutras são ineficientes ao se adaptarem a novos desafios, ou mesmo incapazes de reagir às novas tendências. Para lidar com estas questões, propomo-nos apoiar nessas abordagens, adaptando, evoluindo e inovando em soluções para cada um dos três objetivos propostos, intersetando-as, respetivamente, com perspetivas de modelos de referência e padrões relacionados. Relativamente ao primeiro objetivo, no que concerne aos principais contributos desta tese, propomos alargar o levantamento de requisitos, relacionando os requisitos funcionais e nãofuncionais dos processos de negócios. Assim, apresentamos um meta-modelo para a representação unificada desses requisitos, acompanhado por um método personalizável para o seu levantamento conjunto, baseada em casos-de-uso, metas e regras orientadas a negócio. Esta abordagem adota a metodologia de desenvolvimento do Rational Unified Process (RUP) e a representação padrão do modelo de linguagem do Business Motivation Model (BMM), para os requisitos de negócio. Além disso, a representação meta-modelo e a operacionalização do método são acompanhados por um protótipo de uma ferramenta de suporte que completa esta primeira contribuição. Quanto ao segundo objetivo, mais orientado ao negócio e correlacionado com os requisitos de nível superior, propomos gerar modelos de negócio a partir dos requisitos funcionais e não-funcionais inferidos. Assim, apresentamos uma abordagem tridimensional, construída sobre a relação dos referidos requisitos com o modelo de referência do Balanced Scorecard (BSC), em que um mapeamento adicional para o Business Model Canvas (BMC) é também disponibilizado. Esta proposta inclui um meta-modelo para representação da relação entre os elementos envolvidos e um método personalizável para a sua operacionalização, tudo acompanhado por um protótipo de uma ferramenta de suporte. No terceiro objetivo, focado em arquiteturas de sistema e ligado aos requisitos de nível inferior, propomos derivar participantes orientados-a-serviços desde os requisitos funcionais, alinhando os requisitos não-funcionais com as características de qualidade da solução a obter. Primeiro, apresentamos uma evolução de um método existente para a derivação de uma arquitetura lógica, adaptando-o a uma abordagem-orientada-a-serviços (SOA). Assim, prosseguindo a relação existente entre o lado não-funcional e funcional dos requisitos de baixo nível, a nossa abordagem associa estes últimos com os serviços relacionados na arquitetura derivada, numa outra abordagem tridimensional. Além disso, um mapeamento dos requisitos não-funcionais com as características de qualidade do sistema (CISQ) é disponibilizado. Mais uma vez, um meta-modelo associado, um método personalizável e um protótipo da ferramenta de suporte são disponibilizados. O desenvolvimento destas três abordagens é suportado pela execução de tarefas, as quais dão origem a artefatos e levam a publicações associadas aos seus esforços de pesquisa e desenvolvimento respetivamente, tudo de acordo com a metodologia DSR. Estas são aplicadas a projetos em andamento, os quais envolvem cenários experimentais em ambientes industriais e associados a padrões de investigação de referência, equilibrando os interesses de investigadores e profissionais assim como dos diferentes públicos de tecnologia e gestão. Os resultados obtidos na sua avaliação refletem a qualidade e a profundidade dos nossos resultados, ajudando a validar a contribuição científica deste trabalho

Systemic approach and decision process for sustainability in chemical engineering: Application to computer aided product design

Dans un contexte de prise en compte croissante des enjeux environnementaux, l'industrie de la chimie et des procédés se retrouve confrontée à des problématiques de substitution de molécules. Les méthodes de formulation inverse, qui consistent en la recherche assistée par ordinateur de molécules satisfaisant un ensemble de contraintes, répondent de manière efficace à ces problématiques. A partir de l'analyse systémique des usages et fonctionnalités nécessaires dans ce contexte, nous développons un outil logiciel de formulation inverse mettant en oeuvre un algorithme génétique. Celui-ci est capable d'explorer un espace de solutions plus vaste en considérant les mélanges et non les molécules seules. Par ailleurs, il propose une définition des problèmes très flexible qui permet la recherche efficiente de molécules issues de filières renouvelables. En s'appuyant sur l'ingénierie système et l'ingénierie d'entreprise, nous proposons un processus formel de prise de décision pour la substitution de produit dans un contexte industriel. Ce processus de décision multi-critères englobe les phases de définition des exigences, de génération de solutions alternatives, de sélection de la meilleure alternative et de mise en oeuvre du produit. Il utilise une approche dirigée par les modèles et des techniques de prises de décision qui garantissent un alignement opérationnel en complément de l'alignement stratégique. A travers un cas d'étude, nous montrons comment l'utilisation conjointe de notre outil de recherche par formulation inverse et de notre processus de décision permet une démarche environnementale de substitution de produit à la fois efficiente et conforme à la réalité de l'entreprise. ABSTRACT : In a context where environmental issues are increasingly taken into account, the chemical related industry faces situations imposing a chemical product substitution. Computer aided molecular design methods, which consist in finding molecules satisfying a set of constraints, are well adapted to these situations. Using a systemic analysis of the needs and uses linked to this context, we develop a computer aided product design tool implementing a genetic algorithm. It is able to explore a wider solution space thanks to a flexible molecular framework. Besides, by allowing a very flexible setting of the problem to be solved, it enables the search of molecules sourced from renewable resources. Based on concepts from system and enterprise engineering, we formalize a decision making process dedicated to the product substitution in an industrial context. This multi-criteria decision process includes the phases of the requirements definition, of the generation of alternative solutions, of the selection of the best alternative and of the product application. It uses a model driven approach and decision making techniques that guaranty an operational alignment in addition to the strategic alignment across the chemical enterprise. Through a case study, we expose how the combination of our computer aided product design tool and our decision making process enables an environmentally compliant approach of product substitution which is both efficient and in adequacy with enterprise context