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How to Build Better Process Flows

Jeffrey
September 18, 2014

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!

Jeffrey

September 18, 2014
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Transcript

  1. IIBA  Dallas  
    September  2014  

    View Slide

  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

    View Slide

  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.

    View Slide

  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  

    View Slide

  11. Start  with  a  verb  
     
    Only  one  action  per  shape  
     

    View Slide

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

    View Slide

  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.

    View Slide

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

    View Slide

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

    View Slide

  17. RAVENFLOW,  www.ravenflow.com    

    View Slide

  18. ?  

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

    View Slide