Atualmente as empresas precisam de sistemas ágeis a mudanças constantes do ambiente do negócio e para garantir que os sistemas cumpram com sua finalidade, os desenvolvedores devem possuir uma compreensão mais aprofundada sobre a organização, seus objetivos, metas e estratégias de mercado. O principal problema para o desenvolvimento de sistemas de software tem sido a dificuldade em se obter informações sobre o domínio da aplicação. Essa dificuldade levou ao surgimento de técnicas de modelagem organizacional, sendo uma atividade valiosa para a compreensão do ambiente empresarial. O EKD - Enterprise Knowledge Development - é uma metodologia que fornece uma forma sistemática e controlada de analisar, entender, desenvolver e documentar uma organização. Infelizmente não possui uma sintaxe e semântica bem definidas, dificultando análises mais complexas dos modelos. Como resultado, o modelo de processos de negócio do EKD pode ser ambíguo e de difícil análise, principalmente em sistemas mais complexos, não sendo possível verificar a consistência e completude do modelo. Neste trabalho, esses problemas serão estudados sob uma abordagem baseada em redes de Petri. O formalismo de redes de Petri a torna uma importante técnica de modelagem para a representação de processos. Além disso, redes de Petri permitem rastrear cada etapa da operação sem ambigüidade e possuem métodos eficientes de análise que garantem que o modelo está livre de erros. Assim, este trabalho tem como objetivo desenvolver um método de avaliação do modelo de processo de negócio do EKD (MPN-EKD). Por meio desse método é possível verificar se o modelo tem erros de construção e travamentos. Este método pode ser aplicado em modelos direcionados para o desenvolvimento de sistema de informação ou de controle do fluxo de trabalho, e pode ser utilizado também para o estudo de estratégias de trabalho e simulação do fluxo de trabalho. / Nowadays all companies need fast systems and frequent changes on the business environment and to guarantee that the systems are reaching their goals, the developers must have a deeper comprehension of the enterprise, its goals and market strategies. The main problem to the development of software systems has been the difficulty to obtain information about the application domain. This difficulty leaded to the creation of enterprise modeling techniques, which is a valuable activity for the comprehension of business environment. The EKD - Enterprise Knowledge Development - is a methodology that gives a systematic and controlled way to analyze, understand, develop, and document an enterprise. Unfortunately it doesn\'t have syntax neither a semantic well defined, which doesn\'t help on more complex analyses of the models. As a result, the enterprise process model of EKD can be ambiguous and hard to analyze, especially on more complex systems, and also it is not possible to verify the consistency and entireness of the model. On this paper, these problems will be studied under an approach based on Petri nets. Because of the Petri nets formalism this is an important modeling technique to process representation. Furthermore, Petri nets allow the tracking of each step of the operation without ambiguity and also they have efficient methodology for analyses, which guarantee the accuracy of the model. Therefore, this work has the objective to develop an evaluation methodology of the business process model of EKD (MPN-EKD). Such methodology will make possible the verification of possible building and locking model errors. This methodology can be applied to information systems or workflow, and also can be used to study the strategies of work and workflow simulations.

A regulação assistencial é um importante instrumento de gestão pública que tem como objetivo viabilizar o acesso dos usuários aos serviços de saúde. No entanto, há estudos que apontam que não há um equilíbrio entre a oferta e a demanda por serviços da atenção secundária no SUS. Na presente pesquisa questiona-se como está efetivamente estruturado o acesso a esse nível de atenção e quais os principais entraves para a efetividade do acesso. O objetivo consistiu em analisar o processo de acesso à atenção secundária da saúde buscando identificar oportunidades de melhoria. O foco desse estudo foi o acesso à especialidade médica de gastrocirurgia dos dois hospitais secundários integrantes do complexo do Hospital das Clínicas de Ribeirão Preto. Foram realizadas entrevistas com gestores, médicos e demais profissionais envolvidos no processo. A partir das informações coletadas foi construído um mapa dos processos utilizando o software Bizagi e a notação de modelagem de processos de negócios (BPMN). A partir da descrição e análise, foi verificado como os processos descritos poderiam ser otimizados. Foi possível identificar que os dois processos estudados, apesar de terem o mesmo objetivo: prover acesso a atenção secundária de saúde, possuem diferenças marcantes. As vagas são distribuídas aos municípios na forma de cotas no processo de acesso ao HEAB enquanto que no acesso ao HERP há uma regulação compartilhada entre o DRSXIII e o próprio hospital. Os principais problemas identificados foram: absenteísmo dos usuários nas consultas; guias de referência incompletas ou ilegíveis; dificuldades de relacionamento entre os profissionais e organizações de saúde; demora para agendar consulta, entre outros. Concluiu-se que existem pontos no processo que não estão coerentes com as normas que o regulam e que há dados que podem ser utilizados para medir o desempenho do processo, como a proporção de casos novos e de pedidos de interconsulta; distribuição de vagas por município e situação após primeira consulta. Concluiu-se ainda que os problemas identificados podem ser solucionados a partir da implantação de melhorias sugeridas como: melhorar a comunicação e a triagem nos municípios, realizar treinamento dos funcionários e divulgar protocolos aos envolvidos. / The assistance regulation is an important public management tool that aims to facilitate users\' access to health services. However, studies show that there is not a balance between supply and demand for services in secondary care in the Unified Health System (SUS). In the present study it casts doubt on how the access is effectively structured to this level of care and what the main obstacles to the effectiveness of access are. The aim was analyze the process of access to secondary health care seeking to identify opportunities for improvement. The focus of this study was the access to medical specialty Gastrosurgery of the two hospitals that are members of the complex of the General Hospital of Ribeirão Preto Medical School (University of São Paulo). Interviews were conducted with managers, doctors and other stakeholders. From the information collected, a map of the processes using the Bizagi software and the notation for business process modeling (BPMN) was constructed. From the description and analysis, it was verified how the described processes could be optimized. It was possible to identify that the two processes studied have the same goal: provide access to secondary health care, have marked differences, such as how the distribution of vacancies. The vacancies are distributed to municipalities for quotas in the process of access to HEAB while access to HERP there is a shared regulation between the DRSXIII and the hospital. The main problems identified were outpatient non-attendance (absenteeism), incomplete or illegible reference guides, relationship difficulties between professionals and health organizations, long wait for schedule consultation, among others. It was concluded that there are points in the process that are not consistent with the rules that regulate, there is data that can be used to measure the performance process, as the proportion of new cases and requests for referral; distribution of vacancies for municipality and situation after first appointment. It was possible concluded also that the problems found can be solved through the implementation of suggested improvements; such as how improve communication and sorting in the municipalities, conduct employee training and disseminate the protocols involved.

Dynamic changes in the business environment requires their business process to be up-to-date. The Workflow Management Systems supporting these business processes need to adapt to these changes rapidly. The Work Flow Management Systems however lacks the ability to dynamically propagate the process changes to their process model schemas (Workflow templates). The literature on workflow schema evolution emphasizes the impact of changes in control flow with very ittle attention to other aspects of a workflow schema. This thesis studies the data aspect (data flow and data model) of workflow schema during its evolution. Workflow schema changes can lead to inconsistencies between the underlying database model and the workflow. A rather straight forward approach to the problem would be to abandon the existing database model and start afresh. However this introduces data persistence issues. Also there could be significant system downtimes involved in the process of migrating data from the old database model to the current one. In this research we develop an approach to address this problem. The business changes demand various types of control flow changes to its business process model (workflow schema). The control flow changes include task insertion, deletion, swapping, movement, replacement, extraction, in-lining, Parallelizing etc. Many of the control flow changes to the workflow can be made by using the combination of a simple task insertion and deletion, while some like embedding task in loop/ conditional branch and Parallelizing tasks also requires the addition/removal of control dependency between the tasks. Since many of the control flow change patterns involves task insertion and deletion at its core, in this thesis we study its impact on the underlying data model. We propose algorithms to dynamically handle the changes in the underlying relational database schema. First we identify the basic change patterns that can be implemented using atomic task insertion and deletions. Then we characterize these basic pattern in terms of their data flow anomalies (Missing, Redundant, Conflicting data) that they can generate. The Data schema compliance criteria are developed to identify the data changes: (i) that makes the underlying database schema inconsistent with the modified workflow and (ii) generating the aforementioned data anomalies. The Data schema compliance criteria characterizes the change patterns in terms of its ability to work with the current relational data model. The Data schema compliance criteria show various properties required of the modified workflow to be consistent with the underlying database model. The data of any workflow instance conforming to Data schema compliance criteria can be directly accommodated in the database model. The data anomalies (of task insertion and deletion) identified using DSC are handled dynamically using respective Data adaptation algorithms. The algorithm uses the functional dependency constraints in the relational database model to adapt/handle these data anomalies. Such handled data (changes) that conform to DSC can be directly accommodated in the underlying database schema. Hence with this approach the workflow can be modified (using task insertion and deletion) and their data changes can be implemented on-the-fly using the Data adaptation algorithms. In this research the same old data model is evolved without abandoning it even after the modification of the workflow schema. This maintains the old data persistence in the existing database schema. Detailed implementation procedures to deploy the Data adaptation algorithms are presented with illustrative examples.

Diploma thesis oriented on processes and business process management (BPM) is tightly related to the ability of organizations to adapt to the reality of today's world, reality of continuous and accelerating change. The objective for theoretical part is to summarize main terms, approaches, methods and other information about business process management, reasons for its evolution, business process modeling, execution by personal and other sources and its efficiency, process performance evaluation, to be able to use and apply them in commercial practice on the example of a small business company. Practical part includes results of theory application and knowledge acquired throughout studies application on the example of iFirma company. The thesis brings up process approaches application example in a business company and an intention to proof positive impact on its performance and continuous process improvement. What influence will IS/IT support of processes and process changes have? Several approaches to business management and even more applications bring up a need to evaluate and pick the right approach.

The scope of this thesis is the field of business process modeling and additionally the usability of business process models in areas like conceptual analysis of IS/ICT, business process reengineering and business process management. For the purpose of evaluation of the usability of current standards for business process modeling, an framework for comparison of various characteristics of these standards is proposed. This thesis has two aims. Primarily, to develop an approach for evaluation of business process modeling standards, and as a secondary aim, to apply this evaluation model onto a set of selected standards for business process modeling and thus perform a comparison of these standards. The evaluation model has two main components. The first part is to create a set of characteristics which represent two existing points of view onto the exploitability business process modeling (e.g. during the development of IS/ICT and during BPR/BPM1). During the identification of particular characteristics, a research into the related literature and other sources has been performed to provide a sufficient basis for this activity. The second part of the developed approach is to the application of PEMM (Process & Enterprise Maturity Model), which was developed by Dr. M. Hammer for the purpose os auditing the maturity of business processes. Both of these parts are then put together into one evaluation framework. Based on information gathered from the respective specifications of particular standards, related literature and articles, we've performed an application of this evaluation framework on three standards for business process modeling: EPC, BPMN and IDEF3. The benefits of this thesis could be seen as a creation of a very own approach for evaluation of business process modeling standards. Additionally by performing the comparison of these three standards for business process modeling we've created a guideline which could be there fore applied by the potential reader during the decision making of what standard to use for business process modeling (in the context of expected purpose of this modeling).

This diploma thesis focuses on the process improvements and selection of appropriate ERP system in terms of small companies. In the theoretical part it explains the concept of process and methods of its analysis, management and business process improvements. There are also characterized the basic types of ERP systems and their potential acquisition process. The practical part is divided into two functional units, where the first one is the analysis of processes and proposals for their improvement in a specific company. The second part deals with the analysis and selection methods of specific ERP system for the specific company.

Orientador: Mauricio Ferreira Magalhães / Dissertação (mestrado) - Universidade Estadual de Campinas, Faculdade de Engenharia Eletrica e de Computação / Made available in DSpace on 2018-08-08T01:16:08Z (GMT). No. of bitstreams: 1 Nader_MarcosVaninePortilhode_M.pdf: 1214383 bytes, checksum: 40e83a8be1c7e86e788d810a8799f6b8 (MD5) Previous issue date: 2006 / Resumo: Duas áreas importantes estão em desenvolvimento: Gerência de Processos de Negócios (Business Process Management) e Orquestração de Web Services (Web Services Orchestration). Ambas têm um objetivo que é integrar aplicações ou outros processos que tenham interfaces web services, usando o paradigma de processos de negócios. Uma linguagem que vem sendo difundida para essas aplicações é a BPEL (Business Process Execution Language). Este trabalho apresenta um framework aplicável à análise e verificação de processos de negócios escritos em BPEL através do uso de Pi-Calculus. Pi-Calculus é uma álgebra de processos que possui mecanismos formais para criação e ativação de processos que se comunicam através da troca de mensagens em canais, usando o modelo de rendezvous síncrono. Nesse framework, o processo BPEL é traduzido para um programa Pi-Calculus. Uma Máquina Virtual Pi-Calculus (MVP) recebe o programa Pi-Calculus e produz todas as reações possíveis, ou seja, gera todos os caminhos de execução que o programa pode seguir. A partir desse resultado, efetua-se a verificação de propriedades como: atendimento às especificações de mais alto nível, ordenação de eventos e ocorrência ou não de deadlocks. Em termos práticos, uma ferramenta desse tipo pode ser incorporada aos Sistemas de Gerência de Processos de Negócios (Business Process Management Systems - BPMS) para ampliar a cobertura de testes durante as fases de análise e implementação de um processo dentro do seu ciclo de vida. Nesses tipos de sistemas, a reparação de um erro durante a fase de execução é muito mais custosa que nos sistemas tradicionais / Abstract: Two important areas have been in development lately: Business Process Management and Web Service Orchestration. In both of them, the objective is to integrate applications with web services interface through business process paradigm. A number of languages have been proposed with consensus being formed around BPEL (Business Process Execution Language). This dissertation presents a framework for BPEL processes analysis and verification through Pi-Calculus. Pi-Calculus is a process algebra with formal mechanisms for processes creation and activation; these processes communicate sending and receiving messages through channels using the synchronous rendezvous model. In this framework, the BPEL process is translated to a Pi-Calculus program, A Pi-Calculus Virtual Machine (MVP) receives a Pi-calculus program and executes all possible reactions, that is, it generates all execution paths possible to be taken. With this result, the properties such as high-level specification accomplishment, events ordering and deadlock freedom are verified. In practical terms, a tool of this sort can be part of a Business Process Management System (BPMS) to broaden test coverage during the analysis and implementation phases within a process life cycle. In these kinds of systems, a repairing mistake during the execution phase is more complex than in traditional systems / Mestrado / Engenharia de Computação / Mestre em Engenharia Elétrica

Det är allt vanligare att organisationer och dess processer genomgår en digital transformation föratt uppnå konkurrensfördelar. Organisationer letar ofta efter effektivare sätt att utföra processer.För att effektivisera processer kan digitala verktyg som Robotic Process Automation (RPA)användas. RPA har under de senaste fem åren blivit populärt bland organisationer då RPA oftastger en snabb return on investment (ROI). Vid ett strukturerat införande av RPA i organisationerkrävs ett förändringsarbete då det kan uppstå utmaningar som behöver hanteras. Befintliglitteratur inom RPA-området beskriver olika typer av metoder och utmaningar vid införande avRPA, men lite är känt om hur utmaningar och förändringar påverkar RPA-införandet och när deförekommer. Studiens syfte är därför att identifiera vilka utmaningar som uppkommit vidinförandet och när de förekommer. Studiens frågeställning lyder: Vilka utmaningar iförändringsarbetet finns det vid införande av RPA? Studien visar att utmaningar som uppkommer bör hanteras i tid för att inte påverka senareaktiviteter i RPA-införandet. Studiens slutsats är att det finns många olika typer av utmaningarsom en organisation ställs inför i förändringsarbetet när de för in RPA. Studiens resultat påidentifierade utmaningar är motstånd i organisationen, förändringsledning,processbeskrivningar, utveckling av RPA och övervakning av RPA. Det bidrag som studien tillförtill forskningsområdet är när utmaningar vid ett RPA-införande kan förekomma och hur derelaterar till varandra under RPA-införandet. / It’s common that organizations and their processes goes through a digital transformation toachieve competitive advantages. Organizations are often looking for more efficient ways ofexecuting their processes. To achieve efficiency in organizations, digital tools like RoboticProcess Automation (RPA) could be used. During the past five years RPA has become popularamong organizations due to a fast return on investments (ROI). When in a structured wayimplementing RPA in organizations, change management should be applied to handle potentialchallenges. Existing literature within the RPA field explains different types of models andholistic challenges when transitioning to RPA, however, little is known about how these changesare affecting the RPA-implementation and when they occur. Consequently, the purpose of thisstudy is to identify what challenges organizations have met during the implementation and whenthe challenges occurred. The question of the study is: What challenges in the change process isthere when implementing RPA? The study shows the importance of managing the challenges that arise initially to prevent futureissues in the RPA-project. The conclusion is that there are many different types of challenges thatan organization will encounter in change management when implementing RPA. The result of thestudy identified following challenges, organizational resistance, change management, processdescription, development of RPA and monitoring of RPA. The contribution of the study to theresearch area is when challenges during a RPA-implementation can occur and how challengesrelate to each other during the RPA-implementation.

Sales are a subject that most people consider to be an art. The truth is that there are several sophisticated methodologies on how to successfully close a deal. However, time goes by, customers get smarter and the markets shifts. As a result sales methods start to fade away and do not necessarily work the way they used to. This thesis was conducted in co-operation with SimCorp A/S and aims to examine the concept of Insight Selling. The concept was developed by analysing top performers and how they manage to sell in an economic downturn. The purpose is to investigate how an organisation can apply the core principles of the new sales strategy on an existing sales process and current customer relationship management system. A qualitative research method was used and interviews were conducted to gather data to gain a deeper understanding on the topic of sales. The result exhibits a situation analysis that was conducted to create a representation of SimCorp’s current sales process. With the key elements of insight selling a proposed model of a future state was presented. Lastly, a requirements analysis of the customer relationship management system currently deployed at the company was designed based on the findings. The result indicated that it was possible to apply the key elements of insight selling on the current sales process. The method might be suitable for some situations but it does not replace or eliminate earlier practices. / Det är vanligt att uppfatta försäljning som en konst. Sanningen är att det finns väl beprövade metodiker för hur man ska lyckas för att sälja. Med tiden har konsumenter blivit smartare och marknaden förändrats. Detta har resulterat i att många säljmetoder blir avlägsna och inte lika användbara och pålitliga som de var innan. Examensarbetet utfördes i samarbete med SimCorp A/S där syftet är att undersöka begreppet insiktsförsäljning. Konceptet utvecklades från en studie där man analyserade de högpresterande säljarna och identifierade hur de lyckades sälja under en ekonomisk lågkonjunktur. Syftet är att undersöka hur en organisation kan applicera de nya strategierna som presenteras inom insiktsförsäljning på en befintlig försäljningsprocess och det nuvarande kundhanteringssystemet. En kvalitativ forskningsmetod applicerades och intervjuer utfördes för att ackumulera data och få en djupare förståelse av ämnet försäljning. I resultatet presenteras en nulägesanalys av SimCorp’s nuvarande försäljnings-process. Vidare presenteras ett förslag på hur en försäljningsprocess med inslag av strategierna från insiktsförsäljning kan se ut. Slutligen utfördes en kravanalys på insiktsförsäljnings metod för att implementeras och testas på det nuvarande kundhanteringssystemet. Resultatet indikerade att det var möjligt att applicera nyckel elementen från insiktsförsäljning på den nuvarande säljprocessen. Metoden är lämplig för att användas i vissa situationer men ersätter inte eller eliminerar tidigare rutiner.

Ein Großteil der globalen Merger & Acquisitions (M&A) finden im Dienstleistungssektor statt. Der Integrationsprozess ist ausschlaggebend für den Erfolg einer M&A. Allerdings tritt die erhoffte Wertschöpfung bei einem Großteil der fusionierten Unternehmen nicht ein. Gerade im Dienstleistungssektor ist das Know-How der Organisation in den Prozessen gebündelt und bildet dadurch den Unternehmenswert, daher kommt der Prozessharmonisierung (PH) eine essentielle Bedeutung für das Gelingen der Post Merger Integration (PMI) zu. Eine effiziente PH und die Etablierung eines gemeinsamen Managementsystems wird in der PMI erschwert durch die oft angespannte Situation des Change Prozesses. Zeitdruck, kulturelle Unterschiede, Interessenskonflikte sowie weitere Störfaktoren können das Vorhaben beeinträchtigen. Insbesondere die Integrationsansätze Absorption und Symbiose erfordern eine neue vereinheitlichte Unternehmensstruktur und beeinflussen Managementsystem und Prozesslandschaft eines Unternehmens erheblich. Gleichzeitig gewinnt die Digitalisierung zunehmend an Bedeutung, so dass im Rahmen der PH eine Modernisierung hinsichtlich Industrie 4.0 / Qualität 4.0 geprüft werden sollte. Die vorliegende Arbeit fasst 10 Einzelbeiträge zum Themenbereich PH in fusionierten Dienstleistungsunternehmen im Zeitalter Industrie 4.0 zu einer kumulativen Dissertation zusammen, mit dem Ziel eine Methode zur PH in der PMI zu entwickeln. Der Forschungsmethode des Design Science Research folgend bauen die Einzelbeiträge aufeinander auf, beginnend mit einer systematischen Literaturanalyse, gefolgt von einer Anforderungsanalyse unter Nutzung der Mixed-Methods-Forschung und der Entwicklung und Anwendung eines Artefakts. Als Artefakt präsentiert die vorliegende Arbeit eine Methode, bestehend aus dem Vorgehensmodell ProMerge! mit zugehörigem Tool ProMergeTool!, das fusionierte Organisationen bei der PH in der PMI methodisch unterstützt. Die Anwendbarkeit und Praxistauglichkeit der Methode wird in einem realen Anwendungsfall demonstriert.:VORWORT I ABSTRACT II INHALTSVERZEICHNIS III ABBILDUNGSVERZEICHNIS V TABELLENVERZEICHNIS VI ABKÜRZUNGSVERZEICHNIS VII 1 MOTIVATION UND PROBLEMSTELLUNG 1 2 FORSCHUNGSDESIGN 3 2.1 WISSENSCHAFTSTHEORETISCHE POSITIONIERUNG 3 2.2 FORSCHUNGSZIEL 4 2.3 FORSCHUNGSMETHODE 5 3 ANFORDERUNGEN AN DAS ARTEFAKT 7 4 AUFBAU DER DISSERTATION 9 4.1 ÜBERBLICK 9 4.2 ZUSAMMENFASSUNG DER EINZELBEITRÄGE 11 4.2.1 Bedarfe zur Prozessharmonisierung in fusionierten Dienstleistungsunternehmen im Zeitalter Quality 4.0 11 4.2.2 Methodologies for process harmonization in the post merger integration phase - a literature review 12 4.2.3 Prozessharmonisierung in der Post Merger Integration – Qualitätskriterien für den Integrationsprozess 13 4.2.4 Process Harmonization Phase Model in Post Merger Integration 13 4.2.5 Significance of Quality 4.0 in Post Merger Process Harmonization 14 4.2.6 Successful Post Merger Process Harmonization in the Triangle of Methodologies, Capabilities and Acceptance 16 4.2.7 Mixed Methods approach as requirements analysis of a method for process harmonization in Design Science Research 17 4.2.8 Creating a Method for Post-Merger Process Harmonization 18 4.2.9 Evaluating a Method for Process Harmonization 19 4.2.10 Prozessharmonisierung in der Post-Merger-Integration mit ProMerge! und ProMergeTool! - ein Anwendungsbeispiel 20 5 DISKUSSION UND FAZIT 21 5.1 DISKUSSION DER ERGEBNISSE 21 5.1.1 Gestaltung als Artefakt 21 5.1.2 Problemrelevanz 22 5.1.3 Suchprozess zur Gestaltung des Artefakts 22 5.1.4 Design Evaluation 22 5.1.5 Kommunikation der Forschungsergebnisse 23 5.1.6 Rigorosität der Forschung 23 5.1.7 Forschungsbeitrag 24 5.2 WISSENSCHAFTLICHER BEITRAG 24 5.3 PRAKTISCHER BEITRAG 25 REFERENZEN 27 ANHANG 1: FRAGEBOGEN FÜR EXPERTENINTERVIEWS 30 ANHANG 2: FRAGEBOGEN QUANTITATIVE ANALYSE 31 ANHANG 3: PROMERGE! 36 ANHANG 4: PROMERGETOOL! - AUSSCHNITTE 37 6 EINZELBEITRAG 1 40 7 EINZELBEITRAG 2 41 8 EINZELBEITRAG 3 42 9 EINZELBEITRAG 4 43 10 EINZELBEITRAG 5 44 11 EINZELBEITRAG 6 45 12 EINZELBEITRAG 7 46 13 EINZELBEITRAG 8 47 14 EINZELBEITRAG 9 72 15 EINZELBEITRAG 10 91