How to Build Better Process Flows

Presented to IIBA Dallas.

We all know pictures and visuals are a great way to communicate. A good image often communicates more information in less time than anything short of a mind-meld. Unfortunately, we don't know how to build a useful visual for our projects; when we do, they don't get the attention we expect. It doesn't have to be this way.

During this workshop we will practice building process flows that are easy to understand. It's fun, it's simple, and best of all, it's a great way to share. Come and learn how to communicate with your business owners and team!

Transcript

1. IIBA  Dallas  
   September  2014  
   

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2. “I am so clever
   that sometimes I
   don’t understand a
   single word of
   what I’m saying.”
   

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3. Updated: 8/04/2008 V1.3
   0.0-START
   UTI
   Borrower 0.1
   Link to ACS
   Education Web
   Site
   0.0
   Borrower UTI
   Chooses AOL
   29.0
   End Process
   UTI
   BORROWER Web
   Flow
   13.2 Exit
   Go To 27.1
   12.1b Exit
   Go To 27.1
   30.0 External
   Experian
   DBs
   12.1a
   Print/ Mail
   PNote & Letter
   Wet sign (PDF)
   12.1
   Unable to
   eSign View
   PNote or Exit
   13.0
   eSign
   Successful
   View /Print or
   Exit
   24.0 Update
   PNote &
   eSign Events
   to AppWorks
   12.0
   Wet Sign View
   PDF/App/Print or
   Exit
   12.0a Print /P-
   Note & Letter
   Wet sign
   (PDF)
   Cancel/
   Exit
   Download/
   Print
   2.0
   Enter Data:
   SSN, Name
   & DOB &
   State
   2.2 Lookup &
   match SSN etc
   from AW active
   app. also pull any
   current credit
   Submit
   15.0-15.2
   Authenticate
   questions
   3 Trys
   Allowed
   13.0
   Perform Auth.
   Check
   15.2a
   Authenticated?
   No
   27.0
   Update
   AppWorks
   Download/
   Print
   5.0
   Enter/Edit
   Student/Borrower
   & Reference Info
   Edit/
   Cancel
   Submit
   Cancel/
   Exit
   5.1 Exit
   Go To 29.0
   6.1
   Submit, Edit,
   Save/Print/Exit
   or Cancel?
   Edit
   Not
   Authenticated
   Authenticated
   6.0
   Info. Review
   Display/Confirm
   data
   Continue
   5.0a
   Continue /
   Save&Exit/
   Cancel?
   7.1 Exit
   Go To 29.0
   11.0
   E-Sign Step 1 &
   Step 2
   12.1
   Go To 12.0
   Wet Sign
   Good code
   31.0
   APPWORKS
   2.3
   Find Record(s)?
   3.0 Display
   Loan Selection
   3.0 Exit
   Go To 29.0
   4.0 Pre-Populate
   Loan to Edit/
   Verify
   (if applicable)
   3.3 Edit App
   Info
   (Saved App)
   3.7.1
   Perform 13.1
   3.7
   Finished
   App /Print
   Exit
   Save/
   Print/
   Exit
   Save/
   Exit
   Cancel
   13.1- Print
   App/PNote
   eSigned
   (PDF)
   Exit
   Cancel/
   Exit
   Exit
   3.4 Esign
   Loan
   3.5.1 Go
   to 27.0
   3.5
   Cancel
   27.0
   Update
   AppWorks
   11.0b Step 2
   Access code?
   Yes
   No
   2.1a Exit
   Go To 29.0
   Cancel
   /Exit
   Loan
   Selection
   Log In
   Borrower
   Information
   Sign
   Promissory
   Note
   27.1
   End/Exit
   Process
   Exit
   1.0 AOL
   Welcome &
   Req.
   1.0a Exit
   Go To 29.0
   Continue
   Continue
   Logout
   Cancel/Exit
   Cancel/
   Exit
   Log Out
   Print/
   Download
   11.2.2
   Perform
   12.0a Go to
   27.1
   XML
   Cancel/
   Exit
   Submit
   Continue
   Cancel
   Yes
   (Yes, Prior
   History)
   No
   (No Prior
   History)
   14.0 Return to
   Loan Selection
   or Exit
   (3.0)
   or Exit
   14.1
   Go T0 2.0
   Continue
   3.1 Start
   New Loan
   (New)
   3.3.1
   Continue
   3.4.1
   Continue
   3.4.2
   Go To 7.0
   7.0 Sign P-Note
   Wet, eSign, or
   Cancel?
   eSign
   Loan
   Wet
   Sign
   Loan
   7.1 Exit
   Go To 29.0
   7.2
   Go to 12.0
   Wet Sign
   11.0a Step 1
   Review /Print
   Disclosure
   Review/Print
   Disclosure
   11.1
   Steps 3,4,5 or
   Opt out
   11.1a Step 3
   Review /Print
   PNote
   Cancel &
   No eSign
   Cancel/
   Exit
   3.7.2 Go
   to 3.0
   3.2 Start
   New Loan
   (Prior)
   3.2.1
   Continue
   Possible
   Choices
   11.1b
   Steps 4 & 5
   Agreed?
   Continue
   eSign Pnote
   11.1c
   Go To 12.0
   Wet Sign
   Wet Sign
   Pnote
   Cancel
   6.4
   Active and
   Current
   Credit?
   No
   6.5
   Perform Credit
   Check (HART)
   Yes
   Credit
   Review
   6.5.1
   Approved or
   Review?
   Decision
   Approved
   6.6
   Application
   Received!
   (Credit Not
   Approved)
   6.6.1 Exit
   Go To 29.0
   Not
   Approved
   Exit
   31.0
   APPWORKS
   31.0
   APPWORKS
   Cancel/
   Exit
   2.3a Exit
   Go To 29.0
   Yes
   Cancel
   /Exit
   2.01
   Error Msg.
   Screen
   2.01
   Good
   Login?
   No
   2.02
   Age of
   Majority?
   2.02
   Cannot
   Continue
   due to age! Yes
   No
   Cancel /
   Exit
   Cancel /
   Exit
   Submit
   / Retry
   Yes
   

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4. @JeffreyGoodReq  
   goodrequirements.com  
   www.linkedin.com/in/jeffreydavidson  
   

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5. Practice    
    
   Proper  Charting    
    
   More  Practice    
    
   Discussion  
   

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6. 1.  The user communicates his/her choice for the flight.
   2.  The travel agent service requests the chosen airline to put the flight on hold:
   a.  The travel agent service requests a description of how to put a seat on
   hold to the airline service.
   b.  The travel agent service sends the request accordingly.
   3.  The airline returns a confirmation number with an expiry date.
   4.  The travel agent service finds a list of airlines.
   5.  For each hotel found:
   a.  The travel agent service requests a description of how to communicate
   with the service found.
   b.  The travel agent service requests accommodation options for the
   period.
   6.  The travel agent service looks for payment services available, and builds a
   list of options for the user.
   7.  The travel agent service presents the results of the queries to the user
   letting him choose the best option, along with the payment options offered.
   

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7. Chaos  
   ¡ Text    
   ¡ Direction    
   ¡ Style    
   ¡ Content    
   ¡ Purpose    
   A condition or place of great disorder or confusion
   

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8. 1. Tell  us  about  “what”  
   2. Use  only  a  few  shapes  
   3. Writing  guidelines  
   4. Stay  in  your  lane  
   5. Maps  have  keys  
   The Kiss by Auguste Rodin
   

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9. Description:
   The System shall receive a data file and process to find a matching
   record in SMART for each record in the data file.
   Frequency of Use:
   ·∙   ACS Roster is received weekly, Tuesdays.
   ·∙   ACS Extract is received monthly, 22nd day.
   Actor(s):
   ·∙   ACS Loan Origination or Servicing
   ·∙   Comparison Tool
   ·∙   ESB
   ·∙   SMART
   Trigger:
   ·∙   ACS generates Roster or Extract
   Preconditions:
   N/A
   Success End Conditions:
   Every record received in the data file is processed into SMART:
   On a 1CPL-GL-Roster Batch, OR
   As a 1CPL-GL-Roster Error
   Include  the  
   information  you  
   would  put  into  a  
   good  Use  Case.    
   

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10. ¡ Process  step  
    ¡ Decision  
    ¡ Data  movement  
    ¡ And  sometimes  
    Parallel  Processes  
    

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11. Start  with  a  verb  
     
    Only  one  action  per  shape  
     
    

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12.  
    It  is  not  enough  to  know  how  to  use  
    swim  lanes,  you  need  to  use  them.    
    

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13. View Slide

14. 1.  The user communicates his/her choice for the flight.
    2.  The travel agent service requests the chosen airline to put the flight on hold:
    a.  The travel agent service requests a description of how to put a seat on
    hold to the airline service.
    b.  The travel agent service sends the request accordingly.
    3.  The airline returns a confirmation number with an expiry date.
    4.  The travel agent service finds a list of airlines.
    5.  For each hotel found:
    a.  The travel agent service requests a description of how to communicate
    with the service found.
    b.  The travel agent service requests accommodation options for the
    period.
    6.  The travel agent service looks for payment services available, and builds a
    list of options for the user.
    7.  The travel agent service presents the results of the queries to the user
    letting him choose the best option, along with the payment options offered.
    

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15. All  inter-­‐swim  lane  steps  lead  to  
     non-­‐functional  requirements  
     
    Internal  Reviews  
     
     
    

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16. Introduce  your  diagram  
     
    Using  a  few  defined  shapes    
     
    With  good  verbiage  
     
    In  swim  lanes  
     
    Preferably,  with  a  key  
    

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17. RAVENFLOW,  www.ravenflow.com    
    

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18. ?  
    

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19. @JeffreyGoodReq  
    goodrequirements.com  
    www.linkedin.com/in/jeffreydavidson  
    Please keep in touch
    

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