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This course focuses on managing interdependence in organizational workflows. Explore workflow applications and automation, formalized tasks, and coordination among actors, subtasks, and resources. Understand how tasks like flight booking and project negotiations can be formalized, automating sequences of actions. Discover workflow environments and providers, basic workflow patterns, and approaches to computer-supported cooperative work.
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Module 1 : Coordinating Groupwork An introduction to workflows
SOCIOLOGY Macro Social Scale Meso Micro ORGANISATION GROUP COMMUNITY PSYCHOLOGY
Social Scales: • Locate on the graph the • following groupware examples • Shared Editor • Calendar vs • Events Agenda • Argumentation Tool vs • Discussion Forum • Shared repository vs • Documents manager • Billing system • … • Intranet ? EPFL CRAFT Swiss Academic
This Course Focus ORGANISATION GROUP COMMUNITY
Today’s Focus • ORGANISATION LEVEL • Process Managment • Time Management • Project Managment • Knowledge Managment • Customer Relationship Mgt • Facilities Management • Help Desk Support System • … ( Intranet) Course Focus GROUP COMMUNITY
KOWLEDGE ACTORS ACTIVITIES RESOURCES
KNOWLEDGE MANAGMENT SYSTEMS PROCESS MANAGMENT SYSTEMS (workflows)
Can the task be formalized ? • Booking a flight • Booking a flat for holidays • Processing accident form • Negotiation project objectives • … • Coordination = Managing interdependence • Pre-requisite • Shared resources • Simultaneity • … A workflow application • automates the sequence of actions activities or tasks used to run formal process • includes tools for managing the process itself • manages the coordination among actors, subtasks and resources
Modelling Lemanic.sa • When a client fills a web order, • the order is verified by the customer unit. If the client has a bad record, he is notified that his order will not be processed until his account is ok. The order is deleted. • If the product is a fresh product, the order is sent to the ‘store-A’ department otherwise it is sent to the ‘store-B’ department. • If the order is above 100 000 CHF, the order is sent to the ‘HighCustomers’ unit. This unit re-contact the customer to negotiate prices and conditions • The store or unit checks the availability of the product. • If the product is not available, the client is notified about delays and asked to confirm is his order despite new delays. • If the product available, the store checks the availability of delivery truck. It notifies the customer about delivery date. • Delivery • Deliveries from store-A have priority over store-B with respect to trucks availability. • Delivery from the ‘high customer offices’ are negotiated by the CEO. • Billing • The bill is sent to the customer with the delivery date and his account is update • The bill is used to update stock values of the product • The bill is stored in the financial system
Task-subtask dependencies (goal decomposition) • Flow dependencies • Prerequisite dependency: X is done Y may start • sequencing + notification (PERT charts, critical path, …) • Inventory dependency (not too late, not too early, just in time) • Accessibility: X is done transportation to Y • Usability: X is done Y can use it ( ask Y, standardization, …) • Shared resources dependencies • First-come-served, allocation mechanisms, market models, … • Transaction cost theory: hierarchy > than market ? • Simultaneity constraints: Y and Y read/write the same values (locking mechanisms) • Customer relation and shared reputation dependencies • … Coordination « theory » Malone & Crowston
Workflow environments & providers Van der Aalst & van Hee, 2002
e.g. completion time, staff utilisation, … e.g. outsourcing Worklist handler Van der Aalst & van Hee, 2002
Basic workflow patterns graph Yi Wang
Basic workflow patterns graph Yi Wang
WFMC: WorkFlow Management Coalition • UML • Workflow reference model • WAPI = workflow APIs • XPDL = XML Process Definition Language
2 approaches toCSCW Formalizing and automating the collaborative process • Locate on the graph the • following groupware examples • Agenda • Chat • Workflow • e-mail • Media Spaces • … Supporting informal collaboration