1 Introduction to Business Modelling.- 1.1 What is Business Modelling?.- 1.2 Why Model Your Business?.- 1.3 So What Actually is a Model?.- 1.4 Why Use a Business Modelling Method?.- 1.5 Why Use a Business Modelling Tool?.- 1.6 Why use ARIS Toolset?.- 1.7 What's in this Book.- 1.8 Disclaimer.- 1.9 What this Boolisn't.- 1.10 ARIS 5.- 1.11 How to Use this Book.- 1.11.1 For New Users of ARIS.- 1.11.2 For Experienced Users of ARIS.- 2 Introducing ARIS.- 2.1 Architecture of Integrated Information Systems.- 2.2 The ARIS House.- 2.3 A Method for Business Modelling.- 2.4 But Where Do You Start?.- 2.5 Generally Accepted Modelling Principles.- 2.6 The ARIS Method.- 2.6.1 Servers, Databases and Models.- 2.6.2 Objects, Occurences and Relationships.- 2.6.3 Attributes and Properties.- 2.6.4 Method and Filters & Templates.- 2.7 A Model is Not Just a Picture.- 2.8 The ARIS Toolset Product Range.- 2.8.1 ARIS Easy Design.- 2.8.2 ARIS Toolset.- 2.9 ARIS Command Convention Used in This Book.- 3 Getting Started.- 3.1 Installation.- 3.2 Starting & Stopping ARIS.- 3.3 The ARIS Interface.- 3.3.1 ARIS Main Menu.- 3.3.2 ARIS Toolbars.- 3.3.3 ARIS Wizards.- 3.3.4 ARIS Properties and Attributes.- 3.3.5 ARIS Windows.- 3.3.6 ARIS Status Bar.- 3.3.7 ARIS Options.- 3.3.8 ARIS Administration.- 3.3.9 ARIS Help.- 4 Introducing ARIS Explorer.- 4.1 Introduction.- 4.2 Windows, Panes & Views.- 4.3 The ARIS Explorer Hierarchy.- 4.4 Navigating the Hierarchy.- 4.5 Names, Identifiers and the GUID.- 4.6 Objects & Occurences.- 4.7 Explorer Editing Commands.- 4.8 Attributes and Properties.- 4.9 Method Filters.- 4.10 The ARIS House and Creating New Models.- 5 Introducing ARIS Designer.- 5.1 Creating and Opening Models.- 5.2 Viewing Models.- 5.2.1 Windows & Toolbars.- 5.2.2 The ARIS Status Bar.- 5.2.3 Scaling the Model View.- 5.3 Editing Models.- 5.3.1 Selecting, Moving, Sizing & Deleting Objects.- 5.3.2 Adding and Naming Objects.- 5.3.3 Adding Multiple Objects.- 5.3.4 Connecting Objects.- 5.3.5 Displaying Connection Types.- 5.3.6 Undo, Redo and Layout.- 5.3.7 Saving and Closing.- 5.4 An Example Model.- 5.5 Printing Models.- 5.6 Evaluating Models.- 6 ARIS Attributes and ARIS Properties.- 6.1 Introduction.- 6.2 ARIS Attributes.- 6.2.1 The Attributes Window.- 6.2.2 Attribute Column Display.- 6.2.3 Editing Attributes.- 6.2.4 Inheriting Attributes.- 6.2.5 Attribute Appearance.- 6.2.6 Displaying Attributes.- 6.2.7 System Attributes & Links.- 6.2.8 User-Defined Attributes.- 6.2.9 Attributes, Standards & Method Filters.- 6.2.10 Attributes - Finished at Last.- 6.3 ARIS Properties.- 6.3.1 Properties Dialog Box.- 6.3.2 Properties Dialog Box Tabs.- 7 The Event-Driven Process Chain.- 7.1 Introduction.- 7.2 Events.- 7.3 Functions.- 7.4 The Event-Driven Process Chain.- 7.5 Naming Events.- 7.6 Why Use Events?.- 7.7 Rules and Process Flow.- 7.8 Rules.- 7.9 Decisions.- 7.9.1 Modelling Decisions.- 7.9.2 Decision Rules.- 7.9.3 Joining Decision Paths.- 7.9.4 Do Nothing Decision Paths.- 7.9.5 Complex Rules and Decisions.- 7.10 Branches.- 7.11 Triggers.- 7.11.1 Basic Triggers.- 7.12 Multiple Triggers.- 7.12.1 Dependencies.- 7.12.2 Data State Changes as Triggers.- 7.12.3 Trigerring Other Processes.- 7.13 Loops.- 7.14 Putting it All together.- 7.15 Horizontal or Vertical?.- 8 Function Allocations and Relationships.- 8.1 Introduction.- 8.2 Types and Instances.- 8.3 Making Function Allocation.- 8.4 Resource Objects.- 8.4.1 Organisation.- 8.4.2 Application Systems.- 8.4.3 Data.- 8.4.4 Information Carriers.- 8.4.5 Knowledge.- 8.4.6 Resource.- 8.4.7 Products, Objectives and Authorisation.- 8.5 Putting it All Together.- 8.5.1 The Function as a Transformation.- 8.5.2 Secondary Relationships.- 8.5.3 Using Libraries of Resource Objects.- 8.6 Viewing Function Allocations and Relationships.- 8.7 Deleting Relationships and Reorganisation.- 9 Model Assignments and the Function Allocation Diagram.- 9.1 Model Assignments.- 9.1.1 The Relationship Between an Object and a Model.- 9.2 Creating Model Assignments.- 9.2.1 Create and Assign a Model.- 9.2.2 Assigning an Existing Model.- 9.2.3 Drag and Drop Assignments.- 9.2.4 Hide Assignments.- 9.3 Viewing and Opening Model Assignments.- 9.3.1 The Assignment Icon in ARIS Designer.- 9.3.2 The Assignment Tab in the Properties Dialog Box.- 9.3.3 The Assignment Tab in the Object Window.- 9.3.4 The Assignment Spider Diagram in ARIS Explorer.- 9.4 Model Structure Using Assignments.- 9.5 The Lean eEPC.- 9.6 Function Allocation Diagrams.- 9.6.1 Create and Assign a New FAD.- 9.6.2 Assigning an Existing FAD Model.- 9.6.3 Show/Hide Assignments in the eEPC.- 9.7 Show/Hide Assignments.- 9.7.1 Making Changes to Assigned FADs.- 10 Process Capture and Design with ARIS.- 10.1 How to Go About Modelling.- 10.2 Objectives for Modelling.- 10.2.1 Why Are You Modelling?.- 10.2.2 What Are You Modelling?.- 10.2.3 Who Are You Modelling?.- 10.2.4 When Are You Modelling?.- 10.3 Capture of Modelling Requirements.- 10.4 Conceptual Design.- 10.4.1 What Models to Use.- 10.4.2 The Model Structure.- 10.4.3 Modelling Standards.- 10.4.4 A Standard ARIS Set-up (Grid, Colours, etc.).- 10.4.5 Basic Principles.- 10.5 Detailed Design.- 10.5.1 What to do First, Libraries or Processes?.- 10.5.2 Modelling in Teams.- 10.5.3 Process Capture Using ARIS.- 10.5.4 To FAD or Not to FAD?.- 10.5.5 A Process Capture Approach.- 10.6 Implementation.- 10.7 Verify and Validate.- 10.8 Roles and Responsibilities.- 10.8.1 Information Gatherer.- 10.8.2 Process Designer.- 10.8.3 Process Modeller.- 10.8.4 Model Librarian.- 10.8.5 Model Verifier.- 10.8.6 Model Validator.- 10.8.7 Project Process Architect.- 10.8.8 Corporate Process Architect.- 10.8.9 ARIS Technical Consultant.- 10.8.10 Database Administrator.- 10.8.11 Server Administrator.- 10.8.12 Configuration Administrator.- 10.8.13 System Administrator.- 10.8.14 Model Publisher.- 10.8.15 Trainers.- 11 Modelling Structure.- 11.1 The Need for Structure.- 11.2 Horizontal and Vertical Structure.- 11.3 Horizontal Structure.- 11.3.1 Segmentation.- 11.3.2 Linking Models Using Events.- 11.3.3 Segmenting Existing Models.- 11.3.4 Combining Segmented Models.- 11.4 Vertical Structure.- 11.4.1 Hierarchical Decomposition.- 11.4.2 Creating Hierarchy Through Model Assignments.- 11.4.3 Decomposing Functions with eEPCs.- 11.5 Issues and Complexitiers in Hierarchical Modelling.- 11.5.1 Decomposing Events with the Event Diagram.- 11.5.2 Model Linking with Decomposed Events.- 11.5.3 Modelling Organisational Interactions with Event Diagrams.- 11.5.4 Sychronising Event and Funstion Hierarchies.- 11.5.5 Sub-process with Complex Triggers and Outcomes.- 11.5.6 Theoretical Issues wiht Hierarchical Modelling.- 11.5.7 Interpreting Event Occurences in Hierarchical Models.- 11.5.8 An Alternative for Handling Events in Hierarchical Models.- 12 Model Hierarchy and Model Generation.- 12.1 Modelling at the Conceptual Layer.- 12.2 The Value Added Chain Diagram.- 12.2.1 THe eEPC as a High-level Model.- 12.3 Introducing Model Generation.- 12.3.1 Model Generation Option.- 12.3.2 Using Model Generation.- 12.3.3 Model Generation from Shortcuts.- 12.3.4 Model Generation from the Assignments Spider Diagram.- 12.4 Vertical Views of the Hierarchy.- 12.4.1 The Function Hierarchy and the Function Tree.- 12.4.2 Generating a Function Hirarchy.- 12.4.3 The Event Hierarchy.- 12.4.4 The Rule Diagram and Rule Hierarchies.- 12.5 Horizontal Views of the Hierarchy.- 12.5.1 Model Generation of the End-to-End Process.- 12.5.2 Handling Process Variants with Model Generation.- 12.5.3 Generating Models that Span Levels of the Hierarchy.- 12.5.4 Model Linking Method and Model Generation.- 13 Occurences, Copies and Variants.- 13.1 Occurences and Definitions.- 13.2 Copying Objects.- 13.2.1 Object Occurence Copies.- 13.2.2 Object Definition Copies.- 13.2.3 Object Variant Copies.- 13.2.4 Object Master Copy.- 13.2.5 Objecy Shortcuts.- 13.3 Coopying Models.- 13.3.1 Model Copy.- 13.3.2 Model Definition Copies.- 13.3.3 Model Variant Copy.- 13.3.4 Model Shortcuts.- 13.4 ARIS Variants.- 13.4.1 Using Variants.- 13.4.2 Crating Variants.- 13.4.3 Viewing Variant Relationships.- 13.4.4 The Variant Spider Diagram.- 13.5 Comparing Variants.- 13.5.1 Comparing Objecy Variants.- 13.5.2 Comparing Model Variants.- 14 Modelling Variety: Variants in Hierarchical Modelling.- 14.1 Avoiding Stovepipes.- 14.2 Modelling Variety.- 14.3 Creating Multiple eEPC Assignments.- 14.4 A Model Hierarchy with Variant Sub-Processes.- 14.4.1 Creating Variant Relationships Betweeb Sub Processes.- 14.4.2 Creating Sub Processes as Variant Copies.- 14.4.3 Viewing Variant Relationships.- 14.4.4 Creating Variants of Variants.- 14.4.5 The Variant Spider Diagram.- 14.5 Generating a Product-Specific End-to-End Process.- 14.5.1 Model Generation from Shortcut Groups.- 14.5.2 Model Generatiob from a Spider Diagram.- 14.3 Benefits of Modelling with a Variant Hierarchy.- 15 Modelling in Rows and Columns.- 15.1 Row and Column Models.- 15.1.1 Modelling in Swim-lanes.- 15.1.2 When to Use a Swim-lane Model.- 15.1.3 Horizontal or Vertical?.- 15.1.4 Row/Column eEPCs in a Model Hierarchy.- 15.2 The Row and Column eEPC.- 15.2.1 The Layout of a Roq/Column eEPC.- 15.2.2 The Implicit Relationship.- 15.2.3 Multiple Relationships in Row/Column eEPCs.- 15.2.4 Modelling Multiple Systems.- 15.2.5 Modelling Datam Knowledege and Resources in Row/Column eEPCs.- 15.2.6 Changing Implicit Realtionships.- 15.2.7 Row and Column Attributes and Properties.- 15.2.8 Automatic Layout of Row and Column eEPCs.- 15.2.9 Show and Hide Assignments in a Column eEPCs.- 15.2.10 Model Generation and Row/Column eEPCs.- 15.3 Specialised Row/Column Models.- 15.3.1 The Process Chain Diagram.- 15.3.2 eBusiness Scenario Diagram.- 15.3.3 Column eEPC for Modelling Systems Interfaces.- 16 ARIS Explorer Revisited.- 16.1 The ARIS Network of Servers.- 16.1.1 Using the LOCAL Server.- 16.1.2 Making a Network Connection.- 16.1.3 Using a Networked Server.- 16.1.4 Database Usernames and Passwords.- 16.1.5 Method Filters.- 16.1.6 Logging Out of a Database.- 16.1.7 Folders and Groups.- 16.2 Useful Commands in ARIS Explorer.- 16.2.1 Explorer Toolbars.- 16.2.2 File Commands.- 16.2.3 Edit Commands.- 16.2.4 Layout Commands.- 16.2.5 Move Commands.- 16.2.6 The 'New' Commands.- 16.2.7 Use Template Command.- 16.2.8 View Commands.- 16.3 Find Models and Objects.- 16.3.1 Searching by Name and Location.- 16.3.2 Displaying and Using Search Results.- 16.3.3 Refinign Search Criteria to Look for Attribute Values.- 17 ARIS Designer Revisited.- 17.1 Model Windows and Toolbars.- 17.1.1 Windows.- 17.1.2 Toolbars.- 17.1.3 Tooltips.- 17.2 Object Manipulation.- 17.2.1 Find in Active Model.- 17.2.2 Object Selection.- 17.2.3 Replace.- 17.2.4 Place and Connect.- 17.2.5 Re-Connect to Another Object.- 17.3 Model Appearance.- 17.3.1 Model Properties.- 17.3.2 Model Appearance Options.- 17.3.3 Object Appearance.- 17.3.4 Connection Appearance.- 17.3.5 Attribute Placement.- 17.3.6 Templates.- 17.4 Model Layout.- 17.4.1 The Model Grid.- 17.4.2 Aligning Objects.- 17.4.3 Grouping.- 17.4.4 Model Layout.- 17.5 Inserting Objects.- 17.5.1 Inserting Drawing Objects.- 17.5.2 Inserting Text.- 17.5.3 Insert OLE Objects.- 18 Model Verification.- 18.1 Why Verify?.- 18.2 What should be Verified?.- 18.2.1 Checks on Individual Models.- 18.2.2 Checks on the Database.- 18.2.3 Checks on Multiple Models.- 18.2.4 Checks on Model Structure and Linking.- 18.3 Tools for Verification.- 18.3.1 Animation.- 18.3.2 Consolidate.- 18.3.3 Compare.- 18.3.4 Find Objects with Identical Names.- 18.3.5 Identifiers.- 18.3.6 Object Occurences.- 18.3.7 ARIS Semantic Checks.- 18.3.8 ARIS Reports.- 18.4 ARIS Macros.- 18.5 Verification Checks.- 18.5.1 Checks on Individual Models.- 18.5.2 Checks Across the Database.- 18.5.3 Checks on Multiple Models.- 18.5.4 Checks on Model Structure and Linking.- 19 ARIS Administration.- 19.1 The Need for Administration.- 19.2 Administrative Roles and Privileges.- 19.3 Database Administration.- 19.3.1 Acces Privileges.- 19.3.2 Font Formats.- 19.3.3 Import and Export.- 19.3.4 User Management.- 19.4 Server Administration.- 19.4.1 Change Server Administrator Password.- 19.4.2 Change Configuration Administrator Password.- 19.4.3 Deregister, Register and Synchronize.- 19.5 Configuration Management.- 19.5.1 Method Filters abd Evaluation Filters.- 19.5.2 Templates and Font Formats.- 19.6 The ARIS Admintool.- 19.7 Model Merging.- 19.7.1 Introduction to Merge.- 19.7.2 Making a Merge.- 20 ARIS Modelling Standards.- 20.1 The Need For Standards.- 20.2 What to Standardise.- 20.2.1 Modelling and Administration Roles.- 20.2.2 Basic Rules for Process Capture and Modelling.- 20.2.3 A Core Set of Models and Objects.- 20.2.4 Modelling of Who?, What?, When?, Where?, Why?, and How?.- 20.2.5 Relationships and What They Mean.- 20.2.6 How to Represent Common Scenarios.- 20.2.7 Use of Attributes.- 20.2.8 Model Appearnce.- 20.2.9 Web Publishing.- 20.2.10 Approaches to Model Linking and Structure.- 20.2.11 Libraries and Reuse.- 20.2.12 Database and Server Administration.- 20.3 Matching the Approach to Tour Corporate Culture.- 20.3.1 Central Command and Control Organisation.- 20.3.2 Technically Innovative Culture.- 20.4 How to Implement Standards.- 20.4.1 Formal Standards Documents.- 20.4.2 Guidelines.- 20.4.3 Intranet Help and Support Site.- 20.4.4 Sample Databases and Models.- 20.4.5 Method Filters.- 20.4.6 Using an ARIS Server.- 20.4.7 Using an ARIS Web Server.- 20.4.8 Object and Model Libraries.- 20.4.9 Templates.- 20.4.10 Training.- 20.4.11 Report Scripts.- 20.4.12 Semantics Checks.- 20.4.13 Audits, Reviews and Quality Gates.- 20.5 The Measure of Success.- Appendix A ARIS Option.- General.- Components.- Log In.- Explorer.- Default Procedure.- Configuration.- Layout Procedure.- Model Appearance.- Graphic Export.- Attributes.- Evaluations.- Analysis/Animation.- Semantic Check.- Export/Import.- Model Generation.- Merge.- Appendix B Function Keys and Shortcuts.- Function Keys.- ARIS Designer Navigation and Selection Keys.- Table Navigation and Selection Keys.- Shortcut Keys.- References.
