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).
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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.
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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.
