Business process management (BPM)

Business process management covers modelling, executing, monitoring and improving business processes. Different products support different parts of that lifecycle.

The example here is process modelling linked to ERP functions, entities and customisations. Consultants, process owners and other stakeholders may use it to understand and configure how work runs across systems.

Summarize with:

Key facts

  • In this example, consultants and business owners use the same model; participants and operational roles depend on the product.
  • Process definitions are copied, merged and versioned.
  • System releases affect processes and customisations, and the product has to show where.
  • Copying one process can quietly copy everything linked to it.

What it covers

Aspect In this category
Model Processes, steps, owners and linked system components
Audiences Consultants and business owners
Change Copying, merging and versioning process definitions
Upgrades Effect of system releases on processes and customisations
Observation How processes run compared with the model

Who uses it

Role What they need
Consultant or implementation partner Detail: entities, functions, customisations and their links
Business owner or process owner A simplified view of how the company runs on the system
Project or change manager The effect of an upgrade or change on processes

What makes it hard to design

Two audiences, one model. A consultant view and a simplified business view sit over the same model.

Copy and merge. A scope preview comes before linked processes are copied, and a comparison view before definitions are merged.

Releases. Release impact is shown per process and customisation.

Design implication
Technical vocabulary

Consultants and power users call a screen powerful when business users in the same company call it unusable. Labels based on business outcomes, with technical terms available on request, serve both.

Trade-offs

  • A detailed model is precise and hard for business owners to read, and a simplified one loses the links consultants need. Two views over one model keep both, with twice the screens to maintain.

Common mistakes

  • Copying one process quietly copies everything linked to it. The scope of the copy should be visible and adjustable beforehand.
  • One view built for consultants and shown to business owners
  • Merges without a comparison
  • Release effects discovered after the upgrade
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