The Power of Case-Based Modeling: Why CMMN is Essential for Dynamic Workflows in BPM+

Author(s)

Faculty Member BPMInstitute.org, Founder/CEO of Stratiza, Stratiza
George Barlow is currently Founder and CEO at Stratiza, a strategic and creative services company. Previous roles include Chief Sales Officer at Trisotech, a global leader in digital enterprise solutions, Vice President of BPM and Cloud Solutions for AgilePoint, Director of Sales at Bosch Software Innovations, CEO at Cloud Harbor, Inc. and seven years at Appian Corporation. Prior to joining Appian Mr. Barlow held posts as Senior VP, Technology and Operations at iBeacon.com and as Sr. VP, Healthcare Information Technology at ProVantage Health Services, Inc. He has been part of many successful major projects at organizations such as Enterprise Rent-A-Car, Telus, Concur Technologies, Manulife Financial/John Hancock, Merck & Co., CVS Caremark and Walgreens. Mr. Barlow is a Faculty Member of BPMInstitute.org and DBIZInstitute.org and holds the Certified Business Process Management Professional Certification as well as the Business and Technical Professional Advanced OMG Certified Expert in BPM certifications. Mr. Barlow is also a frequent speaker at industry events and has published numerous articles, white papers and blogs about BPM and Cloud Computing.
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org
With over 25 years experience building and creating professional communities, Gregg Rock is recognized as an industry leader in professional training and education vital to helping enterprise organizations support their transformation initiatives. His work has been recognized in the Wall Street Journal, Fortune Magazine, Financial Times, CIO Magazine, and New York Times. Throughout his career Gregg has developed communities, hosted executive networking forums and the formation of advisory boards on topics ranging from IT security and outsourcing to multimedia and Y2K, but is most widely associated with his accomplishments in the areas of Business Process Management (BPM), Digital Business (DBiz), Business Architecture (BA), and Cloud Computing. BPM in particular is a widely accepted approach for designing enterprise organizational and information systems. This focus on process-related skills is creating demand for BPM content, collaboration, and training resources by corporations—a niche Gregg has spent years to fill. In 1997, Gregg founded BrainStorm Group and the network of BrainStorm Communities, consisting of discipline-specific web portals for BPM, BA, and SOA practitioners to network and receive education, professional training online and through live in-person events. This has enabled over 100,000 practitioners from over 125 countries to collaborate and share best practices, online and face-to-face. BrainStorm Communities feature a comprehensive suite of member services including newsletters, discussion groups, blogs, virtual and live events, live and online training, certificate programs, and professional certification. During his tenure, Gregg has produced more than 100 industry events in North America, South America, EMEA, and Australia attended by over 300,000 professionals. He led the development of the Certified Business Process Management Professional program. Harnessing the collective intelligence of leading BPM subject matter experts, this certification establishes an objective evaluation of a BPM professional’s knowledge, skill, and ability. He recently led the launch of BrainStorm's newest Community, focused on Digital Business and Transformation - DBizInstitute.org. Gregg also earned his private pilot license in 1991 and remains an active member of Aircraft Owners and Pilots Association (AOPA). When not flying, he’s active in his community and enjoys coaching little league, soccer, and lacrosse for his children.

The Power of Case-Based Modeling: Why CMMN is Essential for Dynamic Workflows in BPM+

In the world of Business Process Management (BPM), there’s often a misconception that all workflows can be strictly defined and mapped in advance. While this may be true for structured processes, real-world business scenarios aren’t always so linear. Many workflows involve unpredictable, dynamic tasks that require flexibility and on-the-spot decision-making. For these types of processes, Case Management Model and Notation (CMMN) is critical.

In this article, we’ll explore how CMMN fits into the BPM+ framework and why it’s a must-have for BPM professionals managing dynamic and complex workflows. If you’re familiar with BPMN and DMN but haven’t yet explored the capabilities of CMMN, you’re about to discover an essential tool that can expand your modeling toolkit.

The Challenge: Not All Processes Are Structured

Structured workflows, like a straightforward purchase order approval or a loan application, follow a predefined set of tasks that can be modeled and automated using BPMN. These processes are predictable, repeatable, and well-suited for traditional process modeling approaches. However, many business processes don’t fall neatly into this structured category.

Consider case-based processes like customer service escalation, legal case management, or healthcare diagnostics and treatment. These processes are more dynamic—they often involve tasks that depend on specific circumstances, require human intervention, and can unfold unpredictably. Attempting to model these with BPMN alone often results in rigid, overly complex models that don’t offer the flexibility needed for real-world scenarios.

This is where CMMN—Case Management Model and Notation—comes into play. CMMN was designed specifically to handle case-based, unstructured processes that rely on a mix of defined tasks and ad-hoc activities.

What is CMMN?

CMMN is a standard for modeling case management processes. Unlike BPMN, which is used to define structured, sequential workflows, CMMN allows for the modeling of unstructured processes that evolve based on changing circumstances.

In a CMMN model, instead of rigidly defining every step of a process, you create a “case” that represents a collection of tasks, data, milestones, and decisions that can be triggered based on conditions or events. Thus, CMMN is an event->condition->action model not a structured sequential model. Tasks in a CMMN model can be completed in any order, may be mandatory or optional, and discretionary tasks can emerge as the case progresses.

This makes CMMN ideal for processes that require human judgment, flexibility, and adaptation. It empowers BPM professionals to design processes that mirror real-world complexities, ensuring that organizations can respond quickly and efficiently to changing business needs.

The Role of CMMN in BPM+

The BPM+ framework seamlessly integrates CMMN alongside BPMN and DMN, giving you a comprehensive toolkit for modeling both structured and dynamic processes. While BPMN handles sequential workflows and DMN governs decision logic, CMMN addresses scenarios where the path forward isn’t always clear-cut.

For example, imagine a legal case management process. With BPMN, you might model the structured aspects, such as gathering client details, filing court documents, and managing deadlines. But what happens when the client changes their legal strategy, or a new piece of evidence is introduced? These types of decisions can’t always be predicted in advance. With CMMN, you can model these dynamic scenarios, ensuring your processes remain adaptable and effective.

Why CMMN is Essential for BPM Professionals

  1. Adaptability to Real-World Scenarios

In today’s fast-paced business environment, adaptability is crucial. Many industries, such as healthcare, legal, and customer service, deal with case-based processes that are driven by unpredictable events or changes in external conditions. With CMMN, you can model these real-world scenarios in a way that is both flexible and efficient.

For BPM professionals, mastering CMMN means you can provide solutions for a broader range of business challenges. It positions you as a versatile process expert who can handle both structured and dynamic workflows, giving you a competitive edge.

  1. Improved Collaboration Between Human and Automated Tasks

Not all tasks in a business process can be automated. Many require human intervention, judgment, and expertise—especially in complex cases like healthcare diagnostics or legal case management. CMMN provides a way to seamlessly integrate human decision-making with automated processes.

In a CMMN model, human-centric tasks can be triggered as needed, allowing workers to intervene when necessary. This balanced approach ensures that automation supports, rather than replaces, human expertise, resulting in more efficient and effective workflows.

  1. Streamlining Complex Workflows

CMMN is designed to manage complex, multi-stage workflows where the sequence of tasks can change based on evolving conditions. For example, in a customer service escalation, multiple paths can be taken depending on the severity of the issue, the customer’s needs, and the resources available. CMMN enables BPM professionals to model all possible paths without overcomplicating the process.

This allows for faster, more efficient resolution of complex cases, leading to better outcomes for businesses and their customers.

  1. Expanding Your BPM Toolkit

While BPMN and DMN are powerful tools for structured processes, CMMN rounds out your BPM+ skillset by addressing dynamic workflows. By mastering CMMN, you can confidently tackle any business process challenge, whether it’s a straightforward approval process or a complex, evolving case.

As organizations increasingly recognize the importance of managing dynamic processes, the demand for BPM professionals with expertise in CMMN will grow. By staying ahead of this trend, you can position yourself as a forward-thinking leader in business process management.

How to Get Started with CMMN in BPM+

At BPMInstitute.org, our BPM+ Specialist Certificate program offers a wide range of training in BPMN, DMN, and CMMN. In our CMMN courses, you’ll learn how to model dynamic, case-based processes and integrate them into your broader BPM+ framework. By mastering all three notations, you’ll be equipped to handle any process, no matter how structured or unstructured it may be.

CMMN isn’t just a tool for managing workflows—it’s a tool for managing complexity. With CMMN as part of your BPM+ toolkit, you’ll be ready to handle whatever business challenges come your way.

Learn more:

Explore the BPM+ Certificate here: https://www.bpminstitute.org/product/bpm-specialist-code-specialist-certificate-program-bpms/

Take the BPM+ Self-Assessment here: https://www.bpminstitute.org/qsm_quiz/bpm-skills-self-assessment-2/

 

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