OCEB Technical Intermediate (OMG-OCEB-T200) Coverage Map

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http://www.omg.org/oceb/coveragemap-tech-inter.htm

COVERAGE TABLE - TECHNICAL INTERMEDIATE

Business Process Management Awareness (10%)

Generic BPMS Tools and Suites. – Characteristics and Capabilities; BP Center of Excellence. [NOTE: There are no questions about any particular vendor’s BPM product.]

Business Process Modeling with BPMN (31%)

Iteration/Repetition/Looping/Links/GoTos, Complex Event Types, Transactions and Compensation, Ad Hoc Processes, Exception handling, Complex activity inputs & outputs, Types of Activities, Activity Lifecycle, Choreography

Workflow Patterns (7%)

Workflow Patterns, as described in Chapter 10 of the BPMN specification and the Workflow Patterns Initiative.

Business Rules (16%)

Business Rules requirements; Structural Business Rules; Decision Models; Fact Models; Process Elements and Decision Points; Creating Business Rules based on business requirements.

Architecture Topics (13%)

SOA awareness; “fit” between SOA and process orientation; MDA awareness; MDA and Business Process; Modeling for execution.

IT Infrastructure and Business Process (13%)

Service-Level Agreements; Process Configuration Management; ITIL and COBIT-based technology management; Privacy and Security Standards and Enforcement.

Monitoring and Managing Processes (10%)

Types of available process data; Retrieving performance data from processes; Analytics & BAM tool setup awareness; Implementing BP analysis and simulation tools. [NOTE: There are no questions about any particular vendor’s product.]


Books

Book Title More Info Coverage Location
Applied SOA: Service-Oriented Architecture and Design Strategies Michael Rosen et al - Wiley, 2008 Reference on SOA basics including the architecture itself, the roles of BPEL, WSDL, and SOAP; the Enterprise Service Bus; Web Services; and other basic concepts.

Note: Programming in these languages is not covered on the examination.

No need
Service-Oriented Architecture: Concepts, Technology, and Design Thomas Erl - Prentice-Hall, 2005 Note: A good alternative to Rosen’s book above. No need
Oceb-book-guidlines.PNG Business Process Management Practical Guidelines to Successful Implementations, 2nd ed. John Jeston and Johan Nelis - Elsevier, 2008. Metrics Analysis

Chapter 16, Step 4, starting at p. 140

Note: Although we prefer OMG’s BPMM to measure maturity of an organization, the section and listing on p. 325 under “Methods” is a good way to analyze the steps of a process as it develops.

Kindle (Business)
Oceb-book-rule-approach.PNG Principles of the Business Rule Approach Ronald Ross - Pearson, 2003 Chapter
  • 5 (Terms, Facts, Fact Models) (Alternatively, see the next reference, also by Ross.)
  • 6
  • 7 (Business Rules and Business Processes)
  • 10 - or another reference on types (categories) of business rules
Amazon Prime (Business)
Oceb-book-roland.PNG Business Rule Concepts: Getting to the Point of Knowledge, 2nd ed Ronald Ross - BRF, 2005 Chapters 1,2, 4 - 6

Note: Alternative to the book above.

Amazon (Business)
Oceb-book-paul.PNG Business Process Change, 2nd ed Paul Harmon - Morgan Kaufman, 2007 Chapter 6 (Measuring Process Performance) pp. 455 ff (BPMS and BAM) Kindle (Business)
Service Oriented Enterprises Setrag Khoshafian - Auerbach Publications, 2006 Chapter 7, Section 7.4.

Note: This is an alternative reference to Chapter 6 of Harmon (just above) on Measuring Process Performance.

No Need
Oceb-book-smart.PNG Smart (Enough) Systems James Taylor with Neil Raden - Prentice-Hall, 2007 Chapters 4 - 7 (concentrating on Decision Models) Kindle
Oceb-book-agile.PNG Building the Agile Enterprise with SOA, BPM, and MBM Fred Cummins - Morgan Kaufmann/OMG Press, 2009 Chapter
  • 3 (Business Process Management, sections on Processes in SOA, and Choreography)
  • 4 (Business Rules)
Kindle
Oceb-book-bpmn.PNG The Microguide to Process Modeling in BPMN Tom Debevoise and Rick Geneva - Tipping Point, 2008 Kindle Version Chapter 10 = Chapter 4 (Gathering Requirements with BPMN)

Note: or another reference covering Requirements Gathering from a Use Case, Process, and Business Rule point of view.

Kindle


Industry Frameworks

Book Title More Info Coverage Location
Oceb-book-govt.PNG Governance, Risk, and Compliance Handbook Anthony Tarantino - Wiley, 2008. This admittedly weighty tome collects information about virtually every GRC topic, and belongs on the bookshelf of every BPM practitioner at mid-level or higher.

Chapter

  • 1 - especially through Section 1.5, provides a good overview and introduction to GRC,
  • 2 (early sections)
  • 13 (review CobiT)
  • 22 (Internal Controls Best Practices, through Section 22.4 Types of Automated Controls
  • 67 (SOX, and the list of SOX Sections on pp 910-915)
Amazon
IT Governance - A Manager's Guide to Data Security and ISO27001/ISO 27002 Alan Calder and Steve Watkins - Kogan, 2008. Chapters 3-6 No Need
Sarbanes-Oxley internal controls: Effective Auditing with AS5, CobiT and ITIL Robert Moeller - Wiley, 2008. Chapter
  • 6 (Using CoBIT framework to improve SOX controls and governance)
  • 8 (Using ITIL to align IT with Business Processes)
No Need

Papers (Downloadable)

Title Desc Status
OCEB Definition of Business Process TODO
Dr. Gopala Krishna Behara BPM and SOA: A Strategic Alliance TODO
Mike Rosen Orchestration or Choreography? BPTrends TODO
Madhat Gala, Center of Excellence: _ The Path to Process Innovation Success, DM Review Magazine, Sept. 1, 2008. TODO
Naomi Karten http://www.nkarten.com/sla.html] TODO
Christopher Koch http://www.cio.com/article/101500/SLAs_A_CIO_s_Guide_to_Success]*_, _ CIO_ magazine, November 1998 TODO
Glenn Smith, Starting_the_BPM_COE_(Appian).pdf]*_, Appian, August 2008 (posted with permission) TODO
Jay April et al Enhancing Business Process Management With Simulation Optimization, BPTrends, \\Note: or another reference on process simulation and optimization. TODO
M. W. Barnett Modeling and Simulation in Business Process Management , BPTrends. TODO
Paul Harmon Simulation and Business Process Change, BPTrends, 2003. TODO
Michael zur Muehlen http://www.workflow-research.de/Publications/PDF/MIZU.DTHO-BPD(2005).pdf], Howe School of Technology Management. TODO
Business Process Trends, The 2007 BPM Suites Report.  TODO
Rich Seeley http://searchsoa.techtarget.com/news/article/0,289142,sid26_gci1301787,00.HTML]\\_Note: discusses the positive impact of establishing a BPM Center of Excellence (CoE). TODO
van der Aalst et al

Workflow Patterns

through Section 2.4 – Pattern 15.  Alternatively, use Russell et al including van der Aalst Workflow Control Patterns: a Revised View also through Pattern 15. The treatment of patterns in Chapter 10 of the BPMN specification is also useful. Workflow Patterns
F. Leymann et al Web Services and Business Process Management TODO
Venugopal Jufuru http://www.businessprocesstrends.com/publicationfiles/FOUR%2007-07-ART-BusActivityMonitoring-Juturu%20-%20final.pdf], BPTrends, 2007 TODO
WebMethods Business Activity Monitoring (bam): The New Face of BPM, 2006 Note: downloadable from BPMinstitute.org; Requires free registration TODO

OMG Specs

Title Desc Status
Business Process Modeling Notation specification (BPMN), V1.1 Chapter 8 (see note about Attributes)

Chapter 9 (Sections 9.3, 9.4, 9.5 - see note about Attributes) Chapter 10 (see note about Attributes) Note: Attributes - Only these Attributes are included: For Complex Activity Inputs and Outputs, the Attributes:

InputSet, OutputSet, and IORules, introduced in Tables 8.7 and 9.18, and then amplified in Sections B.11.10 and B.11.13. 

For Task or Activity, the Attribute LoopType (Table 9.18), plus additional related Attributes defined in Tables 9.19 and 9.20. Also Task Attribute TaskType (Table 9.25) and the various TaskTypes defined there.

Business Process Definition MetaModel (BPDM)
Business Process Definition Metamodel specification, Beta 2 - Chapter 1 (Scope)

Chapter 2 (Conformance)

Business Process Definition MetaModel (BPDM)
Semantics of Business Vocabulary and Business Rules specification (SBVR), V1.0. A part of the Business Rules Section 4 of the examination covers SBVR.

The SBVR specification enables a widespread enterprise to formally establish a body of shared meanings and representation that express its business rules in a precise and unambiguous manner. At the level of business analysts and modelers, the vocabulary and rules are enabled and enforced by tools, but one level deeper, integrators and administrators establish and maintain the business vocabulary and rules that the tools enforce. If you’re in the former category, you may stop after reading pages 112-113 of Fred Cummins’ book (listed above), and Sections A.2 and A.3 of Annex A of SBVR. If you’re in the latter category, look through these expository portions of the SBVR document: Clause 6.2 (“How to read this specification”), Annexes A, B, C, and possibly D, and Clause 10.

SBVR
ebXML Business Process Specification Schema Technical Specification, v2.0.4. Section 3.4.11 (Choreography) EbXML
Web Services Choreography Description Language Version 1.0. Section 1.2 (Purpose)

Section 2 ( WS-CDL Model Overview Only) Note: This examination does not cover programming in WS-CDL.

WS-CDL

Industry Framework

Framework Book/resource Desc Status
GRC Anthony Tarantino, Governance, Risk, and Compliance Handbook, Wiley, 2008. This admittedly weighty tome collects information about virtually every GRC topic, and belongs on the bookshelf of every BPM practitioner at mid-level or higher. Chapter 1, especially through Section 1.5, provides a good overview and introduction, continued in the early sections of Chapter 2. Also see Chapter 22, Internal Controls Best Practices, through Section 22.4 Types of Automated Controls, and review CobiT (Chapter 13), and SOX (Chapter 67, and the list of SOX Sections on pp 910-915). NobleProg London Library
Basel II http://www.bis.org/publ/bcbs128.htm This examination covers scope, goals, and organization of Basel II, which you may obtain either from the specification itself, or from a good writeup. GRC TODO: Extend a bit
ITIL Rob Addy, Effective IT Service Management to ITIL and Beyond, Springer, 2007 or a basic reference on the scope and goals of ITIL.
SOX Covered in GRC SOX
CobiT Covered in GRC CobiT is covered in Chapter 13 of Tarantino’s Handbook, referenced above. CobiT 4.1 may be downloaded for free at www.isaca.org/cobit/ .
Six Sigma Craig Gygi et al, Six Sigma for Dummies, Wiley, 2005. ISBN-10: 0764567985, or another suitable reference or tutorial. Candidates should know the range of concepts included in Six Sigma, and their definitions. [Presentation Repo]
Balanced Scorecard Robert S. Kaplan, David P. Norton, The Balanced Scorecard: Translating Strategy into Action. Harvard Business School Press, 1996. ISBN-10: 0875846513 or an alternative reference on Balanced Scorecard, covering scope and goals, the four Perspectives, and the KPIs associated with them. Balanced Score Cards

Orchestration vs Choreography

You’ll find definitions of Choreography in the ebXML Business Process Specification Schema in Section 3.4, and in the BPDM Specification (Beta 1 version) in Section 1 (with some detail added later in the document). We suggest that candidates review both definitions; this will prepare you both for the examination and for situations you will encounter in your practice. Several authors have written about Orchestration and Choreography, including Mike Rosen in the article cited above.