Home / Resources

Resources

Discover a Wealth of BPM Knowledge and Expertise at BPMInstitute.org!

Welcome to BPMInstitute.org, the leading authority in Business Process Management (BPM) training and certification. For the past two decades, we have been at the forefront of BPM education, providing invaluable resources to professionals like you. Our extensive collection features thousands of articles, white papers, and webcasts, covering every aspect of BPM you can imagine. Whether you’re a seasoned practitioner or new to the field, our resources will empower you with the knowledge and insights needed to excel in the world of BPM. Explore our comprehensive library today and unlock the secrets to optimizing processes, driving innovation, and achieving operational excellence.
DMN – To FEEL or Not to FEEL

DMN – To FEEL or Not to FEEL

Author(s):

Managing Director, Business Decision Management, Allegiance Advisory Group

As the number and maturity of platforms supporting the Decision Model and Notation (DMN) standard continues to grow, it is time to take a look at the third Conformance Level defined in DMN. The Friendly Enough Expression Language (FEEL) is the language used by DMN to formalize decision logic in applicable points of a decision model. Conformance Level 3 supplements the notation and modeling in Conformance Level 1 and the decision table support defined in S-FEEL (simple Friendly Enough Expression Language) of Level 2 with the full FEEL expression language. FEEL provides powerful capabilities to satisfy the needs of DMN:

  • Built-in types, functions and operators
  • Enables a formal expression that can define every decision in a model
  • Formal expressions that may be encapsulated as functions • Supports abstraction, composition, and scalability

With this capability in mind, let’s remind ourselves of the stated goals of DMN:

read more
Lessons from the Field: The Adaptable Business Architect

Lessons from the Field: The Adaptable Business Architect

Author(s):

Senior Director, Ameriprise Financial

The other day my daughter said, “Dad, I really don’t understand what your job is.” Many days I am not so sure either. I thought about saying, “I help to align strategic objectives and tactical demands,” but knew that wouldn’t lead us anywhere. Usually I answer this question by saying I go to meetings and read e-mails for a living, but that joke is getting old. This time I told her that I will explain it to her when she grows up. Part of the reason this has always been a hard question to answer is that my role seems to shift month to month and initiative to initiative. This is also part of the reason I love what I do. I believe that adaptability is a key trait exhibited by good architects, but saying you are adaptable and actually being adaptable are two different things. So what are some of the key ways to demonstrate your adaptability? Don’t get into turf wars, bring the right temperament, and think big, or rather act big.

Avoid Turf Wars

read more
Disguising Analysis:  Making the Medicine Go Down

Disguising Analysis: Making the Medicine Go Down

Author(s):

Partner, Performance Design Lab

Ask process improvement experts (which I have done over the years in teaching and consulting with such people) what is the hardest part of doing a process improvement project and they tend to say analysis. And in fact, it’s not just among process practitioners that you will hear people say that analysis is their most challenging activity: training program developers, organizational effectiveness types, change management coaches, etc., also tend to cite analysis as the toughest aspect of their work.

read more
Staying Out of the Weeds with BPM Process Modeling

Staying Out of the Weeds with BPM Process Modeling

Author(s):

Faculty Member, BPMInstitute.org and President, i4 Process

Do you experience these challenges in trying to create a current state process model?

  • The team gets mired in process problem details
  • People have ideas for improvements but you are not really ready for solutions yet
  • Some groups do the process one way and others do it a different way.
  • Some people think it’s a big problem but you don’t know for sure.

Here are two techniques that will really help you out and make life much easier.

  1. Start with a single process instance
  2. Keep the I-4 Lists as you document

Start with a Single Process Instance

Begin by selecting a single process instance that the team will follow. Capturing one instance of a real completed process makes it easy to complete the model in 90 minutes or less, and it won’t have the spaghetti look of a process model showing all the exceptions.

For optimum results, pick an instance to start with…

read more
Business Capability Redefined According to SMACT

Business Capability Redefined According to SMACT

Author(s):

Enterprise Business Architect, Wells Fargo & Company

Innovate or die. That is the mantra of successful organizations that compete in a fast-transforming digital world. Those who harness social media, mobile, analytics, cloud computing, and Internet of things (SMACT) to digitize the business win in the marketplace. Those who don’t, lose. It is a wild, wild digital world out there.

Business architects embedded in successful organizations need to innovate as well or lose relevance. The world where business architecture matters has changed. Old paradigms give way to the new. One area that needs rethinking is how business architects define a business capability.

read more
How Ricoh is using BPM to Drive Continuous Improvement

How Ricoh is using BPM to Drive Continuous Improvement

Speaker(s):

Business Excellence Manager, Ricoh Australia

Join this webinar to learn how global technology leader Ricoh Australia has successfully introduced a standardized approach to process mapping. Declan O’Reilly, Business Excellence Manager at Ricoh will provide a first-hand account of their process mapping journey, sharing lessons learned and some of the immediate benefits the organization has realized including:

  • More effective process creation, capture and communication
  • Empowering teams across the organization to deliver a consistent customer experience
  • Simplifying external and financial audit processes
  • Ensuring adherence to quality and compliance requirements critical to their carbon neutral status
  • Better management and communication of client SLAs
read more
Meet the Author: Andrew Campbell, Operating Model Canvas

Meet the Author: Andrew Campbell, Operating Model Canvas

Speaker(s):

Mr, Ashridge Executive Education

The journey from strategy to operating success depends on creating an organization that can deliver the chosen strategy. This book, explaining the Operating Model Canvas, shows you how to do this. It teaches you how to define the main work processes, choose an organization structure, develop a high-level blueprint of the IT systems, decide where to locate and how to lay out floor plans, set up relationships with suppliers and design a management system and scorecard with which to run the new organization. The Operating Model Canvas helps you to create a target operating model aligned to your strategy.

In this webcast, I will..

read more
Two Tools that Help Link Processes with Strategy

Two Tools that Help Link Processes with Strategy

Author(s):

Mr, Ashridge Executive Education

When doing process work, attention is rightly drawn to the detail: the 43 steps in the process, the tests for waste, the flow bottlenecks, the measures of variation and so on. How, therefore, does a process expert keep connected to the strategy? How does he or she avoid optimising a process only to find that there are unforeseen negative consequences for the larger organisation?

The traditional answer to this question is “by focusing on the customer”. But, in my experience this is insufficient. First, it is the strategy that decides which customers to focus on and what value propositions to provide. So a good understanding of the strategy is necessary even to know whether the process work is focused on the right customer or the right service proposition.

read more
How to Work With Challenging Product Owners – Part 1

How to Work With Challenging Product Owners – Part 1

Author(s):

Managing Director, Both Hemispheres, LLC

The “Big Picture Thinker” and the “Aspiring Developer”

Every Agile team has experienced the frustration of working with a Product Owner who is very well intentioned but unable to provide the clear requirements that the team needs to build the most valuable business solution.

This is the first of two articles that address the specific challenges that you may be facing (or will most likely face) in your work with Product Owners. In this article, the focus is on two of the most common types of challenging Product Owners: The “Big Picture Thinker” and the “Aspiring Developer.”

The “Big Picture Thinker” Product Owner is an epic thinker, able to give the Agile team a high level description of their requirements but unable to describe (or to decide on) specific system behavior. Their inability to provide the team with adequate detail could be due to several factors, including their limited depth of knowledge and their fear of being responsible for decisions.

read more
5 Easy Steps for Deploying Decisions

5 Easy Steps for Deploying Decisions

Author(s):

VP Consulting & Principal Consultant, Decisions Management Solutions

Decisioning systems need to fit in with existing processing systems.

There are five easy steps for deploying decisions using a combination of three core patterns – patterns suited for Legacy Systems, for Commercial Software Packages and for Modern Decision-Centric Systems respectively. This recipe allows for incremental changes that can be directed systematically for a powerful digital transformation.

Step 1- Pull Decisions out of Processes

Explicitly defined and managed decisions (a) simplify processes by abstracting the embedded business logic, and (b) allow knowledge to be injected into processes in the form of advanced analytical models and business rules.

read more
Policies, Procedures, and Standards

Policies, Procedures, and Standards

Author(s):

Consultant, The Process Geek

At a recent engagement, I encountered several departments that asked me to help write their departmental policy on a particular subject. When I inquired as to the governance process for changing existing company policy, they looked at me blankly and said no, I didn’t understand – they needed a new policy, just for their department. After a little probing into the governance of their company policy (this enterprise had a single policy covering everything), and some further discussion, we ultimately settled on writing a new procedure and developing accompanying forms and workflows. I ended up helping this department rewrite their documents into the appropriate format, and working with them to better understand the hierarchy.

This got me to reflecting on how many times in my career I’ve heard confusion about policies, standards, procedures, and guidelines. Reasonable people will differ in their definitions, but here’s how I understand them to work best.

read more
The Digital Business Architect: Lessons from the Field

The Digital Business Architect: Lessons from the Field

Author(s):

Senior Director, Ameriprise Financial

The other day I was contemplating what business capabilities were enabled by connecting a toaster to the Internet of Things. (Yes, this really exists. And no, I didn’t come up with an answer.) Clearly technology is having an impact on every aspect of our lives and many business architects now find themselves in a strange place: after years of trying to distance themselves from IT and technology and be seen as part of the business, now the business is trying to embrace technology and understand what a digital transformation could mean to their business model. So what is a business architect to do? Adapt!

Paradigm Shift

read more
5 Steps to Get Your BPM Project on Stable Footing Out of The Gate

5 Steps to Get Your BPM Project on Stable Footing Out of The Gate

Author(s):

Managing Director, Ephesus Consulting

Is your improvement project failing? Depending upon which study you reference, roughly two thirds of projects fail to produce their promised outcomes. Such failures result in a tremendous waste of resources and even more unfortunately – lost opportunities to seize advantage over competitors. Looking deeper, we often find failure is almost preordained. Projects are pushed out of the chute armed with confusing directives and inadequate resources. Once a team is assigned to address an opportunity, invariably the first task is to translate leadership intentions into a realistic deliverable. Such translations can be overly challenging to make. In the name of expediency, project teams are routinely asked to run out on the ice before strapping on their ice cleats. Without stable footing, epitomized by a well-defined mission and clear field instructions, they lack the foundational necessities to hit the ground running.

read more
Customer Experience is the key to Operational Excellence Success

Customer Experience is the key to Operational Excellence Success

Author(s):

Faculty Member, DBizInstitute.org and Managing Director, Spanyi International

A September 2015 survey of 150 Operational Excellence (Op Ex) professionals found that 38% of respondents listed Customer Experience (CX) as their number one priority in Op Ex.  That’s both good news and bad news. The good news is that nearly 4 out of 10 Op Ex professionals recognize that CSX is central to Op Ex success. The bad news is that 62% – don’t. 

There’s no doubt that Op Ex success also relies on other factors such as leadership and culture. But if an organization doesn’t put customers first – they may find themselves optimizing to a decreasing share of the market.  Op Ex professionals will recognize the importance of focusing on customer experience as it has been part of the lean movement since 1988. 

read more
The BPM Cathedral vs. Bazaar Model

The BPM Cathedral vs. Bazaar Model

Author(s):

Digital Advisor / Manager, Capgemini Invent

When looking at BPM there appears to be two distinct worlds Pegasystems Inc. and one that is more standards-driven that includes vendors, such as, IBM, Appian, etc.  BPM using Pegasystems’ PRPC versus BPM proscribed by this latter set of vendors represent two very different philosophies on how to implement BPM systems. However, I would say that the one thing that all vendors appear to agree with is that an enterprise-grade BPMS is a truly disruptive technology, since its tactical mission is usually to:

  • Extend the functionality of existing apps, 
  • Enable disintermediation between applications, 
  • Tightly-integrate processing gaps among disparate applications
  • Provide opportunistic business application behavior that takes advantage of new technologies and techniques in order to deliver superior functionality
read more
Creating a Great Business Architecture Team

Creating a Great Business Architecture Team

Author(s):

Principal, S2E Consulting Inc.

Business architecture team structure, composition and advancement is top of mind as organizations establish their own internal business architecture practices. In a previous article , we explored the structure of an effective business architecture team, with a focus on where business architects are positioned, how they are organized, and how they collaborate. In this article, we will explore some of the most frequently asked questions related to team composition, including who to hire, how to find and create great business architects, and how many to hire.

Who Do We Hire?

read more
Meet the Authors: James Taylor and Jan Purchase, Real-World Decision Modeling with DMN

Meet the Authors: James Taylor and Jan Purchase, Real-World Decision Modeling with DMN

Speaker(s):

Faculty Member, BPMInstitute.org and CEO and Principal Consultant, Decision Management Solutions
Director, Lux Magi Ltd

Organizations make thousands of automated, operational decisions every week – from targeted pricing of products to determining which customers get automatic approval, from customizing website navigation and content to satisfying regulatory mandates. How well they make these decisions drives their profitability, makes or breaks their reputation and powers customer satisfaction.

All too often these decisions are not explicitly managed, assessed or even visible to the company’s business experts. Instead they are buried in the company’s software code and policy manuals, where they are hidden from view and may even be contradictory.
Decision modeling gives you the power to change this, to make your organization’s decisions transparent, agile and scalable.

In this webcast, authors James Taylor and Jan Purchase share highlights from their new book, Real-World Decision Modeling with DMN, and discuss the value of Decision Management and Modeling.

read more
Measuring Business Architecture Capability Maturity

Measuring Business Architecture Capability Maturity

Author(s):

Director of Operations and Strategic Initiatives, Leidos

Whether aware of it or not, an organization functions because it is made up of parts that are designed to work together in unison to accomplish the overall mission of the organization. These parts (employees, departments, project teams, competencies, processes, products and so on), taken together, form the business architecture of the complex social system which is the organization. The Business Architecture capability, on the other hand, reflects the organization’s intentional efforts to establish a formalized competency supported by dedicated people, processes, procedures, and technology, which expressly serves the purpose of aligning the strategic and operational goals and processes in the organization. It is safe to say, therefore, that every organization has a business architecture, but not necessarily a Business Architecture capability.

read more

Featured Certificate: BPM Specialist

Everyone starts here.

You're looking for a way to improve your process improvement skills, but you're not sure where to start.

Earning your Business Process Management Specialist (BPMS) Certificate will give you the competitive advantage you need in today's world. Our courses help you deliver faster and makes projects easier.

Your skills will include building hierarchical process models, using tools to analyze and assess process performance, defining critical process metrics, using best practice principles to redesign processes, developing process improvement project plans, building a center of excellence, and establishing process governance.

The BPMS Certificate is the perfect way to show employers that you are serious about business process management. With in-depth knowledge of process improvement and management, you'll be able to take your business career to the next level.

Learn more about the BPM Specialist Certificate

Courses

  •  

 

Certificates

  • Business Process Management Specialist
  • Earning your Business Process Management Specialist (BPMS) Certificate will provide you with a distinct competitive advantage in today’s rapidly evolving business landscape. With in-depth knowledge of process improvement and management, you’ll be able to take your business career to the next level.
  • BPM Professional Certificate
    Business Process Management Professional
  • Earning your Business Process Management Professional (BPMP) Certificate will elevate your expertise and professional standing in the field of business process management. Our BPMP Certificate is a tangible symbol of your achievement, demonstrating your in-depth knowledge of process improvement and management.

Certification

BPM Certification

  • Make the most of your hard-earned skills. Earn the respect of your peers and superiors with Business Process Management Certification from the industry's top BPM educational organization.

Courses

 

Certificates

  • Operational Excellence Specialist
  • Earning your Operational Excellence Specialist Certificate will provide you with a distinct advantage in driving organizational excellence and achieving sustainable improvements in performance.
 

 

OpEx Professional Certificate

  • Operational Excellence Professional
  • Earn your Operational Excellence Professional Certificate and gain a competitive edge in driving organizational excellence and achieving sustainable improvements in performance.

Courses

Certificate
  •  

  • Agile BPM Specialist
  • Earn your Agile BPM Specialist Certificate and gain a competitive edge in driving business process management (BPM) with agile methodologies. You’ll gain a strong understanding of how to apply agile principles and concepts to business process management initiatives.  
 

Business Architecture

 

Certificates

  • Business Architecture Specialist
  • The Business Architecture Specialist (BAIS) Certificate is proof that you’ve begun your business architecture journey by committing to the industry’s most meaningful and credible business architecture training program.

  • Business Architecture Professional
  • When you earn your Business Architecture Professional (BAIP) Certificate, you will be able to design and implement a governance structure for your organization, develop and optimize business processes, and manage business information effectively.

BA CertificationCertification

  • Make the most of your hard-earned skills. Earn the respect of your peers and superiors with Business Architecture Certification from the industry's top BPM educational organization.

Courses

 

Certificates

  • Digital Transformation Specialist
  • Earning your Digital Transformation Specialist Certificate will provide you with a distinct advantage in today’s rapidly evolving business landscape. 
 

 

  • Digital Transformation Professional
  • The Digital Transformation Professional Certificate is the first program in the industry to cover all the key pillars of Digital Transformation holistically with practical recommendations and exercises.

Courses

Certificate

  • Agile Business Analysis Specialist
  • Earning your Agile Business Analysis Specialist Certificate will provide you with a distinct advantage in the world of agile software development.

Courses

Certificate
  • DAS Certificate
  • Decision Automation Specialist
  • Earning your Decision Automation Certificate will empower you to excel in the dynamic field of automated decision-making, where data-driven insights are pivotal to driving business innovation and efficiency.