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How to Build Better Process Flows

77d585b881102ee229be5d5af4a11b8b?s=47 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!

77d585b881102ee229be5d5af4a11b8b?s=128

Jeffrey

September 18, 2014
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Transcript

  1. IIBA  Dallas   September  2014  

  2. “I am so clever that sometimes I don’t understand a

    single word of what I’m saying.”
  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
  4. @JeffreyGoodReq   goodrequirements.com   www.linkedin.com/in/jeffreydavidson  

  5. Practice       Proper  Charting       More

     Practice       Discussion  
  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.
  7. Chaos   ¡ Text     ¡ Direction     ¡ Style  

      ¡ Content     ¡ Purpose     A condition or place of great disorder or confusion
  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
  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.    
  10. ¡ Process  step   ¡ Decision   ¡ Data  movement   ¡ And  sometimes

      Parallel  Processes  
  11. Start  with  a  verb     Only  one  action  per

     shape    
  12.   It  is  not  enough  to  know  how  to  use

      swim  lanes,  you  need  to  use  them.    
  13. None
  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.
  15. All  inter-­‐swim  lane  steps  lead  to    non-­‐functional  requirements  

      Internal  Reviews      
  16. Introduce  your  diagram     Using  a  few  defined  shapes

          With  good  verbiage     In  swim  lanes     Preferably,  with  a  key  
  17. RAVENFLOW,  www.ravenflow.com    

  18. ?  

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