Workflow and decision Automation with Flowable

This presentation covers workflow and decision automation using open standards and modern platforms. It explores BPMN (Business Process Modeling Notation), CMMN (Case Management Model and Notation), and DMN (Decision Model and Notation), published by the OMG community, which provide standardized methods for modeling, designing, and managing business processes and decisions.

The project focuses on the Flowable Engine, a fast, modern, open-source process and case management engine fully supporting BPMN 2, CMMN, and DMN standards. Objectives include: comparative study of open-source automation solutions, integration and extension of Flowable in a Java/JEE back-end, development of back-office applications for bank agents, Angular front-office applications for customer service requests, and modeling of business processes, decision tables, and modules including APIs, business logic, and rules.

The study also includes learning workflow and decision automation through real-world business use cases, like onboarding services, and extending the platform with monitoring and reporting modules. Technical environment: Java 8, JEE 7, JSF, PrimeFaces, BPMN, DMN, SQL, XML, REST, Spring 5.2, SpringBoot 2.4, Angular 9, Maven, Docker.

Transcript

1. WORKFLOW AND DECISION AUTOMATION PLATFORM E N D O F S T U D I E S P R O J E C T P R E S E N T A T I O N 2019-2020 Academic supervisor : Mme. Dalel KANZARI Professional supervisors : Mr. Khalil BANNOUR Mr. Mohamed Amine BEN AHMED President : Mr. Khaled BEN KHALIFA Examiner : Mr. Ahmed MAALEL Elaborated by : Chakib DAII
2. Plan The Context of the Project BPM Basic Concepts and Implementations Specifications and Requirements Analysis Design Implementation Conclusion and perspectives 2
3. The Context of the Project 3 The Context of the Project
4. Host company | Problem statement | Study of the existing | Proposed Solution | Goals The Context of the Project 4 Created almost 14 years ago, Proxym Group has generated 4.51 million USD annual revenue in 2019 with +200 digital experts within its three international offices around the world. Major Tunisian player in the digital services world, is recognized as a Digital Services provider in the areas of Cloud, Mobility, IoT and System Integration as well as a Digital solutions integrator. Proxym Group is based Sousse Tunisia, Paris France and Dubai UAE. W E B P RO J E C T S A ND I NF. SY S T. 14 AN S +200 E NG I NE E R +300 M O BI L E P R O JE C T S +200 04 SU BS I D I A I RI E S 03 CO NT I NE N T S 25% R& D A LLOC AT E D RE S O UR C E S Plus. P R O S C RU M M A S T E RS , AG I L E , M O BI LE F I RS T, A ND M AG E NTO
5. 1 Leader Among the 100 most innovative business partners of IBM. 4 3 Markets More than 600 successful digital projects and satisfied customers since 2006 2 +600 projects Major Tunisian player in the digital services world. 3 High level of expertise 3 Entities (Services & System Integration) + 4 Subsidiaries (Software Edition). Host company | Problem statement | Study of the existing | Proposed Solution | Goals The Context of the Project 5 PARIS FRANCE SOUSSE TUNISIA DUBAI UAE Proxym IT 200 Engineers & 6 Business Chifco Home box & IoT Calys-IT Health Information Systems Naviacom Fleet Management & GIS Bankerise Omnichannel Banking TUNISIA FRANCE Proxym ME Commercial Entity (Dubaï) UAE 3 sales & 6 consultant Proxym France Commercial Entity (Paris) Valomnia Retail Execution & Demat 3 sales & 2 consultant
6. Host company | Problem statement | Study of the existing | Proposed Solution | Goals The Context of the Project 6
7. 7 Host company | Problem statement | Study of the existing | Proposed Solution | Goals The Context of the Project Very poor customer services Malfunctioning websites Information overload for customers Massive amount of paperwork, manual administration and customer support Time to market Lack of optimization, particularly as circumstances changes Lack of operational agility
8. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 8 The Context of the Project To solve these problems, we note the great importance of platform oriented solutions and benefits from the BPM that guarantees configurability, fluidity, simplicity, scalability and integrability.
9. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 9 The Context of the Project « Bank Is No Longer Somewhere You Go But Something You Do » Several solutions exist today in the field of e-banking information systems that offers an on- boarding service.
10. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 10 The Context of the Project Point Solution  UIB E-Banka is an on- boarding application.  restricts customers to subscribe on a specific offer.  allows customers to open a bank account online.  restricts customers to subscribe on two offers.  affords a space where prospects can submit necessary information and documents to become customer. Point Solution Point Solution No BPM No BPM No BPM No real-time interaction No real-time interaction No real-time interaction
11. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 11 The Context of the Project 1 Business Analyst 1 Back-end Developer 1 Back-office Developer 2 Front-end Integrators about 500 man-days Development of this service in our platform 1 B.A 1 Developer about 200 man- days 60 % Reduced cost
12. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 12 The Context of the Project The goal of our project is to create a business process and decision automation platform based on BPM discipline and realise a proof of value use case, an online on-boarding application to highlight the necessity and importance of BPM in digital transformation and customer journeys improvement.
13. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 13 The Context of the Project 01 Integrated BPM engine 04 Monitoring and reporting modules 05 Manage customers requests 02 Model new services using BPMN, CMMN and DMN 03 Manage bank services 03 Request bank services
14. Host company | Problem statement | Study of the existing | Proposed Solution | Goals 14 The Context of the Project Platform, BPM enabled Solution Complete online Process Process automation Bidirectional, real-time interaction
15. BPM Basic Concepts and Implementations BPM Basic Concepts and Implementations 15
16. BPM Basic Concepts and Implementations BPM Discipline| BPMN | CMMN | DMN | Triple crown | Open source implementations 16 Business Process Management (BPM) is, in a nutshell, the way a company manages and improves business processes. all sorts of changes to how the process works. restructure it (remove a step, add a step, etc.) completely re-engineer it using new technology.
17. BPM Basic Concepts and Implementations BPM Discipline| BPMN | CMMN | DMN | Triple crown | Open source implementations 17 What is a Process? a series of repeatable steps that need to carry out to achieve some sort of business goal.
18. BPM Basic Concepts and Implementations BPM Discipline| BPMN | CMMN | DMN | Triple crown | Open source implementations 18 BPM Workflow designing processes executing them across people and systems managing tasks continually optimizing it all a component of BPM more about task management how individual processes get accomplished
19. BPM Basic Concepts and Implementations BPM Discipline | BPMN | CMMN | DMN | Triple crown | Open source implementations 19 Business Process Model and Notation is a standard for business processes diagrams. It provides a standard, easy-to-use flowchart-like notation that is comprehensible to business users yet represents complex process semantics for technical users.
20. BPM Basic Concepts and Implementations BPM Discipline | BPMN | CMMN | DMN | Triple crown | Open source implementations 20 Known as an Adaptive Case Management, Case Management Model and Notation aids in the decision making process through suggestions , yet keeps humans firmly in the driver’s seat.
21. BPM Basic Concepts and Implementations BPM Discipline | BPMN | CMMN | DMN | Triple crown | Open source implementations 21 Decision Model and Notation is a modeling language and notation for the precise specification of business decisions and business rules.
22. BPM Basic Concepts and Implementations BPM Discipline | BPMN | CMMN | DMN | Triple crown | Open source implementations 22 While BPMN, CMMN and DMN can be used independently, they were carefully designed to be complementary.
23. BPM Basic Concepts and Implementations BPM Discipline | BPMN | CMMN | DMN | Triple crown | Open source implementations 23 Stayed on the Activiti 5 Engine does not offer a Service Task like the BPMN- Standard. lack of flexibility due to its zero- coding approach Not standard compliant No architects after forks No core engine updates Poor forms
24. Specifications and Requirements Analysis Specifications and Requirements Analysis 25
25. Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM Business Analyst Bank Agent Customer Developer Providers 26 Bank Actors
26. 27 Authenticate Manage Business Processes Business Analyst Developer Bank Agent Customer «include» «include» «include» Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM Publish Business Processes On-boarding service Manage service requests Manage Bank Services Monitor Bank Services Manage Business Process Logic «include» «include» Specifications and Requirements Analysis Manage Customers requests «include»
27. Scalability Security 28 Specifications and Requirements Analysis Performance Extensibility Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM
28. 29 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM
29. sprint 0 sprint 1 sprint 2 30 sprint 3 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM
30. Sprint 0 Sprint 0 «Sate of the Art» • Legacy BPM Study • BPM Standards study (BPMN, CMMN, DMN) • Comparative study of BPM open source implementations 31 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM
31. Sprint 1 32 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM Sprint 1 «BPM Architecture foundation» • Dockerize Engine • Engine Configuration • Backend Rest APIs and Services • FormIO form builder integration 32
32. Sprint 2 33 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM Sprint 2 «Business Case Development» • Flowable BPMN and DMN modeling • Back-office development • Front-office development 33
33. Sprint 3 34 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM Sprint 3 «Test, validate and stabilize» • Updated Back-office application • Updated Front-office application • Created Production Build 34
34. 35 Specifications and Requirements Analysis Identifying actors | Functional requirements | Non Functional requirements | Driving project with SCRUM
35. Design Design 36
36. Design Platform Architecture | Static representation | Dynamic representation 37
37. Design Platform Architecture | Static representation | Dynamic representation 38 Back-office and On-boarding class diagram
38. Design Platform Architecture | Static representation | Dynamic representation 39 Form builder class diagram
39. Design 40 Platform Services Activity diagram Platform Architecture | Static representation | Dynamic representation
40. Design Platform Architecture | Static representation | Dynamic representation 41 On-boarding Process BPMN Model
41. Design Platform Architecture | Static representation | Dynamic representation 42 On-boarding Sub-Process BPMN Model
42. Implementation Implementation 43
43. Implementation Web development stack | Tools | Solution Demonstration 44
44. Implementation Web development stack | Tools | Solution Demonstration 45
45. Implementation Web development stack | Tools | Solution Demonstration 46
46. Conclusion and perspectives Conclusion and perspectives 47
47. Conclusion | Perspectives I had put my academic skills into practice. I had Acquired knowledge in development. Conclusion and perspectives I had the opportunity to mix with professionals and live the company culture. 48
48. Conclusion | Perspectives Work on other use cases in different fields. Integrate this project with Bankerise. Master case management and develop generic Restful APIs. 49 Conclusion and perspectives