Towards Configurable Process Visualizations with Proviado
Ralph Bobrik Thomas Bauer
University of Ulm, DBIS, D-89069 Ulm DaimlerChrysler, GR/EPD, D-89013 Ulm
Abstract
Visualizing complex business processes is an important
task of process-aware information systems (PAIS).
Current PAIS, however, fail in providing adequate
mechanisms for visualizing and monitoring business
processes. In particular, PAIS do not support person-
alized or adaptable process drawings, which is par-
ticularly important for large processes. In the Pro-
viado project we are developing a comprehensive
framework for this purpose. It allows for flexible proc-
ess visualization along three dimensions: process
views, process notations, and process representation
forms. In this paper we summarize selected concepts
and features of the Proviado demonstrator.
1. Motivation
Business process (BP) implementations are often scat-
tered over heterogeneous information systems (IS)
spanning different organizational units. Usually, proc-
ess owners have to gather relevant information manu-
ally from distributed IS in order to monitor the progress
of their processes. In addition, a multitude of different
stakeholders may be involved in the execution of a
particular BP. Each of them needs a different view on
the process with a personalized visualization and an
adapted granularity of information. For example, while
managers usually prefer an abstract overview of the
process, process participants need a more detailed view
on the process parts they are involved in.
In order to elaborate basic requirements for BP
visualization we conducted several case studies in the
automotive domain [1]. This, in turn, has led us to three
dimensions for realizing configurable BP visualiza-
tions. First, it must be possible to reduce process com-
plexity by discarding or aggregating information not
relevant in the given context. Second, the appearance
of process elements (e.g., activities, data objects, con-
trol and data connectors) must be customizable inde-
pendent from the representation of the source process
model. Third, different diagram types (e.g., process
graph, swim lane, calendar, Gantt, table) should be
supported.
Current approaches do not provide this degree of
flexibility. While some of them focus on general issues
related to process visualization [5,6,7], others deal with
more specific aspects like process graph layouting [8].
In existing PAIS, process models are usually presented
to the user in exactly the same way as they have been
drawn by the process designer [3]. Recently, BP mod-
eling tools have emerged, which additionally allow to
alter the graphical appearance of a process model and
to hide selected process aspects (e.g., data flow) [4].
Sophisticated concepts for creating process views are
missing in existing tools.
2. The Proviado Framework
The Proviado framework aims at flexible and configur-
able BP visualizations. In particular, it enables BP
visualizations which are adaptable to the needs of dif-
ferent user groups along the aforementioned dimen-
sions [1]. For realizing a particular drawing of a BP
model or BP instance respectively, a visualization
model has to be specified separately from the process.
Among other things, a visualization model allows to
configure which process elements are to be displayed
and which notation shall be used. This configuration
can be specified at a high level based on a powerful
view concept and a flexible template mechanism.
Process View Concept. The process view concept
we developed allows reducing the complexity of a BP
visualization. This is achieved by applying well-
defined transformation rules based on graph reduction
and graph aggregation. The reduction operation can be
used to remove process objects from a process model.
As an example consider Fig. 1 where activities E, F
and G are removed from the given process model and a
new control edge is inserted instead. Fig. 1 also gives
an idea of the aggregation operation. Aggre-
gate(B,C,H,K), for example, aggregates four activities
by replacing them with one abstract node. Depending
on the concrete structure of the sub-graph induced by
the set of activities to be aggregated, different graph
transformations may have to be applied. While in some
cases the aggregated process view can be realized by
simple graph transformations, in other scenarios this
necessitates a more complex restructuring of the proc-
ess graph. Generally, aggregated process views are
more difficult to realize than reduced ones. In particu-
lar, relations to satellite objects (e.g., data elements,
org. roles) have to be preserved (cf. Fig. 1) and attrib-
ute values for the abstract activity node resulting from
the aggregation have to be calculated. Finally, aggrega-
tion operations are provided for all process aspects
including data flow, and actor assignments.
It is important to mention that view building opera-
tions as provided by Proviado maintain a well-
structured process model if desired. However, to intro-
duce additional flexibility for BP visualizations, opera-
tions “violating” structural model constraints (e.g. De-
leteEdge) are considered as well. Higher level opera-
tions built on top of aggregation and reduction opera-
tions exist that automatically derive the set of activities
to be processed. This facilitates maintenance of view
definition when changing the base process model.
Template Mechanism. While the described view
concept allows us to define which process elements
shall be displayed, the Template Mechanism (for de-
tails see [2]) enables us to configure the graphical ap-
pearance of the different elements. In this context a
template represents the concrete notation (i.e., the sym-
bols) to be used for visualizing a particular process
element (e.g., activity, data object). Its graphical ap-
pearance (e.g., shape, arrow) is described based on
Scalable Vector Graphics (SVG). By using this XML-
based format, to a large degree, we can define tem-
plates graphically with a standard SVG Editor.
Each template comprises a set of data fields (i.e.,
parameters) which can be filled with concrete process
data values (e.g., activity name or state) at visualization
time. We use XPath expressions to establish the rela-
tionship between symbol definition and data fields.
Required data transformations (e.g. date format conver-
sion) can be realized via ECMA-Script expressions.
Altogether, a complete notation for BP visualization
consists of a set of templates. More precisely, each
process element has to be linked to a template. This
link can be established statically (i.e., remain un-
changed) or dynamically based on selected process
data (e.g., the runtime status of the process element).
The latter allows, for instance, to use different symbols
for activities, e.g., depending on their state or on the
actor working on them. Finally, Cascading Style Sheets
are used to vary the look of process drawings.
All in all the sketched Template Mechanism allows
us to use a process notation in an unambiguous and
easy to maintain manner. In combination with the view
concept personalized BP visualizations become possi-
ble. While non-relevant process elements can be re-
moved or aggregated with other objects, the visualiza-
tion of relevant process elements can be adapted to
specific user or application needs.
Fig. 1 Proviado Process View Concept
Request
Expertises
3
Initiate Change
Request
1
Specify Involved
Parts
2
CR Initiator
Chief Eng.
CR Manager
Get Part Data
from PDM
4
Product Data
Mgmt System
Generate Body
Expertise
7
Transform Part Data
Types
5
for each part
split parallel
Generate Electric
Expertise
6
Electric Eng.
Generate Engine
Expertise
8
Engine Eng.
Generate Engineering
Expertise
9
Chief Eng.
Body Eng.
Archive
Expertises
10
Document
Mgmt System
Request
Evaluations
11
CR Manager
Evaluate Quality
Influences
13
split parallel
Evaluate Production
Planning
12
Planner
Evaluate Part
Costs
15
Purchaser
Approve Change
Request
16
CR Board
Quality Mgr
Identify Responsible
Purchaser by Part
14
Purchase
Planning
Rollback in Exceptions (Faults)
Phase I: Creation of CR
Phase II: Evaluation by Engineering
Phase III: Evaluation by other Domains
Phase IV: Decision
Phase V: Execution of Change
Archive
Decision
17
Document
Mgmt System
Instruct
Realization
18
CR Manager
Realize
Change
19
Resp. Eng.
Close Change
Request
20
CR Manager
Abort Change Request
Modify Change
Request
21
CR Manager
…
22
26
24
23
25
Change Reason,
Description, Involved
Vehicle Project, Plants
Part Names
PartNo, Weight,
Supplier, Costs
(in PDM format)
PartNo, Weight,
Supplier, Costs
activity
role (actor) assigned
system called by CR system
input / output data
split or loop branch
activity
role (actor) assigned
system called by CR system
input / output data
split or loop branch
Fig. 2
Base process of the Change Request (CR)
3. The Proviado Demonstrator
For illustration purposes we consider a change request
(CR) process from the automotive domain. The base
process model is depicted in Fig. 2. It comprises activi-
ties and their assignment to five process phases. Fur-
thermore, control and data flow, exceptional paths, role
assignments, and IT system resources are depicted.
Assume that this process shall be visualized for an
actor from the engineering domain. For this purpose
non-relevant process elements have to be discarded.
Automated steps for transforming and exchanging data
(e.g. 4 and 5), for example, shall be not displayed. The
same applies to selected interactive steps (e.g. 2 and 3).
Finally, control edges capturing forward and backward
jumps shall be removed. Altogether this view can be
realized by applying the following view operations:
Aggregation:
1
{1, 2}, {11, 12, 13, 14, 15}
Reduction: {3}, {4, 5}, {10}, {17, 18}, {20}, {21}
DeleteEdge: {22, 23, 24}, {25, 26}
The resulting process view would still contain a
large number of satellite nodes (representing actors,
systems, etc.) which usually shall not be displayed. Our
visualization model allows to omit such nodes and to
assign their data values to other visualization objects,
e.g., activity boxes (cf. Fig. 3). Furthermore, with our
Template Mechanism any desired appearance of the
process view to be displayed can be realized. For ex-
ample, the visualization from Fig. 3 contains informa-
tion like change reason, change description, and in-
volved parts. Furthermore, a header has been added.
Other data like a detailed CR description can be ac-
1
Each operation is listed in brackets. The aggregations result in the
activities “Request Creation” and “CR Evaluation”.
cessed via a tooltip. Finally, activities which are of
particular importance for engineers are highlighted.
Note that the created process drawing as depicted in
Fig. 3 constitutes one possible visualization of our base
process model from Fig. 2. Depending on specific user
requirements, for example, Proviado allows to provide
different visualizations of the same process view (based
on the described Template Mechanism, e.g., using a
standardized notation like BPMN). In this context, dif-
ferent information and layouts can be presented. Fur-
thermore, new process views (with same or different
appearance) can be easily realized. For example, for
managers each of the five phases of the CR process (cf.
Fig. 2) could be aggregated to one single activity and
only information about deadlines, delays, resources,
and the final decision be visualized.
References
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Visualization of System-Spanning Business Processes. Proc.
DEXA-Workshops, Copenhagen, 2005.
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[3] IBM: IBM WBI Monitor V. 4.2.3. IBM Report, 2003.
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Fig. 3 Process visualization for an engineer involved in the process as participant