Bernard Szlachta at 00:02, 17 November 2012

2012-11-17T00:02:42Z

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{{Cat|OCEB T200|001}}
{{Cat|BPM}}
{{OCEB Links}}

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 ==
{| class="wikitable"
|-
! 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
|-
| [[File:Oceb-book-guidlines.PNG|80px]]
| 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)
|-
| [[File: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)
|-
| [[File:Oceb-book-roland.PNG|80px]]
| 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)
|-
| [[File:Oceb-book-paul.PNG|80px]]
| 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
|-
| [[File:Oceb-book-smart.PNG|80px]]
| Smart (Enough) Systems
| James Taylor with Neil Raden - Prentice-Hall, 2007
| Chapters 4 - 7 (concentrating on Decision Models)
| Kindle
|-
| [[File:Oceb-book-agile.PNG|80px]]
| 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
|-
| [[File:Oceb-book-bpmn.PNG|80px]]
| 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 ===
{| class="wikitable"
|-
! Book !! Title !! More Info !! Coverage !! Location
|-
| [[File:Oceb-book-govt.PNG|80px]]
| 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) ==
{| class="wikitable"
|-
! Title !! Desc !! Status
|-
| OCEB || [http://www.omg.org/oceb/defbusinessprocess.htm Definition of Business Process]
| TODO
|-
| Dr. Gopala Krishna Behara
| [http://www.bptrends.com/publicationfiles/05-06-WP-BPM-SOA-Behara.pdf BPM and SOA: A Strategic Alliance]
| TODO
|-
|Mike Rosen
| [http://www.bptrends.com/publicationfiles/04-08-COL-BPMandSOA-OrchestrationorChoreography-%200804-Rosen%20v01%20_MR_final.doc.pdf Orchestration or Choreography?] BPTrends
| TODO
|-
| Madhat Gala, Center of Excellence: _
|[http://www.dmreview.com/issues/2007_51/10001820-1.html The Path to Process Innovation Success], DM Review Magazine, Sept. 1, 2008.
| TODO
|-
|Naomi Karten|| [Establishing Service Level Agreements|http://www.nkarten.com/sla.html]
| TODO
|-
|Christopher Koch|| [SLAs: A CIO's Guide to Success|http://www.cio.com/article/101500/SLAs_A_CIO_s_Guide_to_Success]*_, _ CIO_ magazine, November 1998
| TODO
|-
|Glenn Smith,|| [Starting the BPM Center of Excellence|Starting_the_BPM_COE_(Appian).pdf]*_, Appian, August 2008 (posted with permission)
| TODO
|-
|Jay April et al|| [http://bptrends.com/publicationfiles/01-05%20WP%20Simulation%20Optimization%20-%20April%20et%20al.pdf Enhancing Business Process Management With Simulation Optimization], BPTrends, \\Note: or another reference on process simulation and optimization.
| TODO
|-
|M. W. Barnett|| [http://bptrends.com/publicationfiles/11-03%20WP%20Mod%20Simulation%20of%20BPM%20-%20Barnett-1.pdf Modeling and Simulation in Business Process Management ], BPTrends.
| TODO
|-
|Paul Harmon|| [http://bptrends.com/publicationfiles/bpt%20email%20advisor%2011_25_03.pdf Simulation and Business Process Change], BPTrends, 2003.
| TODO
|-
|Michael zur Muehlen|| [Risk Management in the BPM Lifecycle|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.
|
* [http://www.bptrends.com/members/deliver.cfm?report_id=131&target=07-2007%20BPMS Introduction.pdf&return=reports_toc_01.cfm Chapter 1: An Introduction to BPM Suites]
* [http://www.bptrends.com/members/deliver.cfm?report_id=132&target=07-2007%20BPM Detailed Analysis.pdf&return=reports_toc_01.cfm Chapter 2: A Detailed Analysis of BPM Suites ]
| TODO
|-
|Rich Seeley|| [*Forrester Details “Secret Sauce” for BPM Success*|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
[http://workflowpatterns.com/documentation/documents/wfs-pat-2002.pdf Workflow Patterns]
|through Section 2.4 – Pattern 15. Alternatively, use Russell et al including van der Aalst [http://www.workflowpatterns.com/documentation/documents/BPM-06-22.pdf 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
| [http://www.research.ibm.com/journal/sj/412/leymann.pdf Web Services and Business Process Management]
| TODO
|-
|Venugopal Jufuru|| [Business Activity Monitoring – Economic Impact on Industry Verticals|http://www.businessprocesstrends.com/publicationfiles/FOUR%2007-07-ART-BusActivityMonitoring-Juturu%20-%20final.pdf], BPTrends, 2007
| TODO
|-
| WebMethods|| [http://www.bpminstitute.org/uploads/media/BAM-The_New_Face_of_BPM_1106.pdf Business Activity Monitoring (bam): The New Face of BPM], 2006 Note: downloadable from BPMinstitute.org; Requires free registration
| TODO
|}

== OMG Specs ==
{| class="wikitable"
|-
! Title !! Desc !! Status
|-
| [http://www.omg.org/cgi-bin/doc?formal/08-01-17 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)]]
|-
| [http://www.omg.org/cgi-bin/doc?dtc/08-05-10 Business Process Definition Metamodel specification, Beta 2 -]
| Chapter 1 (Scope)
Chapter 2 (Conformance)
| [[Business Process Definition MetaModel (BPDM)]]
|-
| [http://www.omg.org/cgi-bin/doc?formal/08-01-02 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]]
|-
| [http://docs.oasis-open.org/ebxml-bp/2.0.4/OS/spec/ebxmlbp-v2.0.4-Spec-os-en.pdf ebXML Business Process Specification Schema Technical Specification, v2.0.4.]
| Section 3.4.11 (Choreography)
| [[EbXML]]
|-
| [http://www.w3.org/TR/ws-cdl-10/ 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 ==

{| class="wikitable"
|-
! 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.
| [[http://svn.nobleprog.com/training/six_sigma/ 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.

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

Bernard Szlachta at 00:02, 17 November 2012