Saturday, August 27, 2016

New Book: Best Practices for Knowledge Workers (digital edition)

A couple of weeks ago the book "Best Practices for Knowledge Workers" has been published by Future Strategies Inc. in association with the Workflow Management Coalition (WfMC).

The authors Nathaniel Palmer, Keith Swenson, Jim Sinur, Dr Setrag Khoshafian, Linus Chow, et al describe Adaptive Case Management (ACM) in the current era of digitization, Internet of Things (IoT), artificial intelligence (AI), intelligent BPMS and BPM Everywhere.

We (Juergen Kress, Ricardo Puttini and myself) are very proud contributers in the digital edition of this book. With our chapter „ACM Methodology: Best practices to design and implement solutions for knowledge workers“ we are sharing our experiences from multiple ACM implementations.

ACM Methodology Chapter 

BPM-based solutions have brought major advances to work organization and automation. However, given BPM’s strong basis on formal workflow definition, oftentimes BPM solutions are not well suited for work scenarios where a precise workflow cannot be strictly defined. Work in such scenarios is highly dependent on knowledge-based decisions about activities and outcomes, leading to multiple work paths and business rules that can become quite complex or even unfeasible to model and completely automate. In these cases, a different technology support approach is required. The focus is not to isolate and automate decisions and rules, but rather to deliver opportunistic information support to the knowledge worker to accomplish them. Adaptive Case Management (ACM) rises as a successful design pattern for this.

The ACM methodology described in our chapter covers typical software engineering disciplines: business modeling, analysis, design and implementation. This approach provides well-understood separation of interest criteria, which aims at making it easier for business analysts and software architects to understand and incorporate ACM design practices into their current professional skills. Additionally, specialized business models and software artifacts required for the successful realization of ACM design pattern are presented and developed in details in the following sections.

In order to make the concepts and the development activities more clear, each section within this chapter includes a case study example. Therefore, the reader is able to practice each exercise and to template the deliverables of each phase of the development. The ACM methodology was developed over the past years during execution of actual ACM projects in different customers and industry areas. Therefore, it brings together practical experience and real use of existing ACM software platforms.

Visit the Future Strategies bookstore here.


ACM Methodology Kit

As part of the book Best Practices for Knowledge Workers (digital edition) we published an Adaptive Case Management Methodology. The proposed ACM Methodology is based on the five phases, which covers typical software engineering disciplines: Business Modeling, Visualization, Analysis, Design and Implementation. New software artifact models for ACM user interfaces (ACM Workspace) and ACM solution analysis and design (ACM Canvas) are also among the contributions of this work. ACM design leverages the recently established Case Management Modeling Notation (CMMN v1.1). Templates of software artifacts, developed for each methodology phase, are also presented. These support a guided outcome and ensure projects progress and success.

Sunday, April 24, 2016

Oracle SOA / BPM 12c - Useful Upgrade Content

With this post I'd like to provide a list of useful material regarding Oracle SOA 12c Upgrade.
In addition I'd like to mention the SOA Expert Series. In this webinar, David Shaffer (Middleworks),  Deepak Arora (Oracle A-Team), Antony Reynolds & Kathryn Lustenberger (Oracle Prod Mgmt) and myself shared tips, tricks and best practices for upgrading to SOA Suite 12c. You can download the slides as well as the recording from

    Wednesday, November 26, 2014

    Upgrading Oracle SOA Suite from 11g to 12c

    Today I'd like to share my presentation on upgrading Oracle SOA Suite from 11g to 12c. It contains information on how the product evolved the last couple of years. It also explains different upgrade strategies, the difference between in-flight upgrade and migration, important pre-upgrade tasks, the upgrade steps itself and post-upgrade steps.   

    Additionally it lists the experiences and upgrade results that we've achieved in two different scenarios: in-flight upgrade as well as migration. 

    Friday, November 7, 2014

    Moving from a File-Based MDS Repository to a Database-Based MDS in Oracle BPM / SOA 12c

    You might have noticed that Business Rules editing during runtime is not available in SOA / BPM 12c domains that have been installed from the Quickstart distribution. This is because for those domain configs the underlying MDS is configured as a file-based repository. For the development in our projects we very often use a SOA / BPM Compact Domain. The change of Business Rules without re-deployment is quite important for us because we work a lot with Adaptive Case Management – and there Business Rules and live changes are a key benefit (which we are also demonstrating in demos / POCs / etc.).

    Rules Editing in SOA Composer
    Rules Editing in SOA Composer (with DB-based MDS)

    You can move from a file-based repository to a database-based repository. In our CattleCrew-Blogpost Re-configure a compact domain to use a DB-based MDS instead of a File-based MDS my colleague Sven Bernhardt and me describe how to do that. Please note that you cannot move from a database-based repository to a file-based repository. Please also note that this approach is not documented in the Oracle documentation, so it is not officially supported

    After going through the steps below it should be possible to edit rules and DVMs during runtime.

    Saturday, June 28, 2014

    Oracle BPM 12c - Quick Start Installation (uncensored)

    Getting started in 15 minutes!

    One of the challenges with previous releases was, that SOA & BPM composites couldn't be deployed and tested on the JDeveloper integrated Weblogic server. Therefore a separate installation of SOA/BPM Suite or a virtual image was necessary to start developing. Now with the new release Oracle introduced a single-click installer for SOA & BPM Suite. Among other new features (like debugging & testing capabilities, templating, optimized foodprint, etc.) this really helps to increase developer productivity.

    The video below demonstrates that with Oracle SOA & BPM 12c it just takes 15 minutes to get started - install JDeveloper, start the Weblogic server, develop a simple Hello World, deploy the process and test it from Enterprise Manager.

    Do you feel inspired? Just download the software from OTN and try it yourself (SOA-Download; BPM-Download). Have fun!