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| creating business process flows: The Complete Business Process Handbook Mark Von Rosing, Henrik von Scheel, August-Wilhelm Scheer, 2014-12-06 The Complete Business Process Handbook is the most comprehensive body of knowledge on business processes with revealing new research. Written as a practical guide for Executives, Practitioners, Managers and Students by the authorities that have shaped the way we think and work with process today. It stands out as a masterpiece, being part of the BPM bachelor and master degree curriculum at universities around the world, with revealing academic research and insight from the leaders in the market. This book provides everything you need to know about the processes and frameworks, methods, and approaches to implement BPM. Through real-world examples, best practices, LEADing practices and advice from experts, readers will understand how BPM works and how to best use it to their advantage. Cases from industry leaders and innovators show how early adopters of LEADing Practices improved their businesses by using BPM technology and methodology. As the first of three volumes, this book represents the most comprehensive body of knowledge published on business process. Following closely behind, the second volume uniquely bridges theory with how BPM is applied today with the most extensive information on extended BPM. The third volume will explore award winning real-life examples of leading business process practices and how it can be replaced to your advantage. Learn what Business Process is and how to get started Comprehensive historical process evolution In-depth look at the Process Anatomy, Semantics and Ontology Find out how to link Strategy to Operation with value driven BPM Uncover how to establish a way of Thinking, Working, Modelling and Implementation Explore comprehensive Frameworks, Methods and Approaches How to build BPM competencies and establish a Center of Excellence Discover how to apply Social BPM, Sustainable and Evidence based BPM Learn how Value & Performance Measurement and Management Learn how to roll-out and deploy process Explore how to enable Process Owners, Roles and Knowledge Workers Discover how to Process and Application Modelling Uncover Process Lifecycle, Maturity, Alignment and Continuous Improvement Practical continuous improvement with the way of Governance Future BPM trends that will affect business Explore the BPM Body of Knowledge |
| creating business process flows: Business Process Automation with Salesforce Flows Srini Munagavalasa, 2023-12-15 Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book. |
| creating business process flows: Fundamentals of Business Process Management Marlon Dumas, Marcello La Rosa, Jan Mendling, Hajo A. Reijers, 2018-03-23 This textbook covers the entire Business Process Management (BPM) lifecycle, from process identification to process monitoring, covering along the way process modelling, analysis, redesign and automation. Concepts, methods and tools from business management, computer science and industrial engineering are blended into one comprehensive and inter-disciplinary approach. The presentation is illustrated using the BPMN industry standard defined by the Object Management Group and widely endorsed by practitioners and vendors worldwide. In addition to explaining the relevant conceptual background, the book provides dozens of examples, more than 230 exercises – many with solutions – and numerous suggestions for further reading. This second edition includes extended and completely revised chapters on process identification, process discovery, qualitative process analysis, process redesign, process automation and process monitoring. A new chapter on BPM as an enterprise capability has been added, which expands the scope of the book to encompass topics such as the strategic alignment and governance of BPM initiatives. The textbook is the result of many years of combined teaching experience of the authors, both at the undergraduate and graduate levels as well as in the context of professional training. Students and professionals from both business management and computer science will benefit from the step-by-step style of the textbook and its focus on fundamental concepts and proven methods. Lecturers will appreciate the class-tested format and the additional teaching material available on the accompanying website. |
| creating business process flows: Business Process Change Paul Harmon, 2014-04-26 Business Process Change, 3rd Edition provides a balanced view of the field of business process change. Bestselling author Paul Harmon offers concepts, methods, cases for all aspects and phases of successful business process improvement. Updated and added for this edition is new material on the development of business models and business process architecture development, on integrating decision management models and business rules, on service processes and on dynamic case management, and on integrating various approaches in a broad business process management approach. New to this edition: - How to develop business models and business process architecture - How to integrate decision management models and business rules - New material on service processes and on dynamic case management - Learn to integrate various approaches in a broad business process management approach - Extensive revision and update addresses Business Process Management Systems, and the integration of process redesign and Six Sigma - Learn how all the different process elements fit together in this best first book on business process, now completely updated - Tailor the presented methodology, which is based on best practices, to your organization's specific needs - Understand the human aspects of process redesign - Benefit from all new detailed case studies showing how these methods are implemented |
| creating business process flows: The Quality Toolbox Nancy Tague, 2004-07-14 The Quality Toolbox is a comprehensive reference to a variety of methods and techniques: those most commonly used for quality improvement, many less commonly used, and some created by the author and not available elsewhere. The reader will find the widely used seven basic quality control tools (for example, fishbone diagram, and Pareto chart) as well as the newer management and planning tools. Tools are included for generating and organizing ideas, evaluating ideas, analyzing processes, determining root causes, planning, and basic data-handling and statistics. The book is written and organized to be as simple as possible to use so that anyone can find and learn new tools without a teacher. Above all, this is an instruction book. The reader can learn new tools or, for familiar tools, discover new variations or applications. It also is a reference book, organized so that a half-remembered tool can be found and reviewed easily, and the right tool to solve a particular problem or achieve a specific goal can be quickly identified. With this book close at hand, a quality improvement team becomes capable of more efficient and effective work with less assistance from a trained quality consultant. Quality and training professionals also will find it a handy reference and quick way to expand their repertoire of tools, techniques, applications, and tricks. For this second edition, Tague added 34 tools and 18 variations. The Quality Improvement Stories chapter has been expanded to include detailed case studies from three Baldrige Award winners. An entirely new chapter, Mega-Tools: Quality Management Systems, puts the tools into two contexts: the historical evolution of quality improvement and the quality management systems within which the tools are used. This edition liberally uses icons with each tool description to reinforce for the reader what kind of tool it is and where it is used within the improvement process. |
| creating business process flows: SOA Source Book The Open Group, 2020-06-11 Software services are established as a programming concept, but their impact on the overall architecture of enterprise IT and business operations is not well-understood. This has led to problems in deploying SOA, and some disillusionment. The SOA Source Book adds to this a collection of reference material for SOA. It is an invaluable resource for enterprise architects working with SOA.The SOA Source Book will help enterprise architects to use SOA effectively. It explains: What SOA is How to evaluate SOA features in business terms How to model SOA How to use The Open Group Architecture Framework (TOGAF ) for SOA SOA governance This book explains how TOGAF can help to make an Enterprise Architecture. Enterprise Architecture is an approach that can help management to understand this growing complexity. |
| creating business process flows: The Decision Model Barbara von Halle, Larry Goldberg, 2009-10-27 In the current fast-paced and constantly changing business environment, it is more important than ever for organizations to be agile, monitor business performance, and meet with increasingly stringent compliance requirements. Written by pioneering consultants and bestselling authors with track records of international success, The Decision Model: A |
| creating business process flows: Business Process Modeling, Simulation and Design: Manuel Laguna, Johan Marklund, 2011 Business Process Modeling, Simulation and Design covers the design of business processes from a broad quantitative modeling perspective. The text presents a multitude of analytical tools that can be used to model, analyze, understand and ultimately, to design business processes. The range of topics in this text include graphical flowcharting tools, deterministic models for cycle time analysis and capacity decisions, analytical queuing methods, as well as the use of Data Envelopment Analysis (DEA) for benchmarking purposes. And a major portion of the book is devoted to simulation modeling using a state of the art discrete-event simulation package. |
| creating business process flows: OCEB 2 Certification Guide Tim Weilkiens, Christian Weiss, Andrea Grass, Kim Nena Duggen, 2016-07-21 OCEB 2 Certification Guide, Second Edition has been updated to cover the new version 2 of the BPMN standard and delivers expert insight into BPM from one of the developers of the OCEB Fundamental exam, offering full coverage of the fundamental exam material for both the business and technical tracks to further certification. The first study guide prepares candidates to take—and pass—the OCEB Fundamental exam, explaining and building on basic concepts, focusing on key areas, and testing knowledge of all critical topics with sample questions and detailed answers. Suitable for practitioners, and those newer to the field, this book provides a solid grounding in business process management based on the authors' own extensive BPM consulting experiences. - Completely updated, with the latest material needed to pass the OCEB-2 and BPMN Certification - Includes sample test questions in each chapter, with answers in the appendix - Expert authors provide a solid overview of business process management (BPM) |
| creating business process flows: Microsoft Power Platform Functional Consultant: PL-200 Exam Guide Julian Sharp, 2020-12-04 Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book. |
| creating business process flows: Business Process Management Design Guide: Using IBM Business Process Manager Dr. Ali Arsanjani, Nakul Bharade, Magnus Borgenstrand, Philipp Schume, J. Keith Wood, Vyacheslav Zheltonogov, IBM Redbooks, 2015-04-27 IBM® Business Process Manager (IBM BPM) is a comprehensive business process management (BPM) suite that provides visibility and management of your business processes. IBM BPM supports the whole BPM lifecycle approach: Discover and document Plan Implement Deploy Manage Optimize Process owners and business owners can use this solution to engage directly in the improvement of their business processes. IBM BPM excels in integrating role-based process design, and provides a social BPM experience. It enables asset sharing and creating versions through its Process Center. The Process Center acts as a unified repository, making it possible to manage changes to the business processes with confidence. IBM BPM supports a wide range of standards for process modeling and exchange. Built-in analytics and search capabilities help to further improve and optimize the business processes. This IBM Redbooks® publication provides valuable information for project teams and business people that are involved in projects using IBM BPM. It describes the important design decisions that you face as a team. These decisions invariably have an effect on the success of your project. These decisions range from the more business-centric decisions, such as which should be your first process, to the more technical decisions, such as solution analysis and architectural considerations. |
| creating business process flows: How to Start a Business Analyst Career Laura Brandenburg, 2015-01-02 You may be wondering if business analysis is the right career choice, debating if you have what it takes to be successful as a business analyst, or looking for tips to maximize your business analysis opportunities. With the average salary for a business analyst in the United States reaching above $90,000 per year, more talented, experienced professionals are pursuing business analysis careers than ever before. But the path is not clear cut. No degree will guarantee you will start in a business analyst role. What's more, few junior-level business analyst jobs exist. Yet every year professionals with experience in other occupations move directly into mid-level and even senior-level business analyst roles. My promise to you is that this book will help you find your best path forward into a business analyst career. More than that, you will know exactly what to do next to expand your business analysis opportunities. |
| creating business process flows: Creating Continuous Flow Mike Rother, Rick Harris, 2001-12 This workbook explains in simple, step-by-step terms how to introduce and sustain lean flows of material and information in pacemaker cells and lines, a prerequisite for achieving a lean value stream.A sight we frequently encounter when touring plants is the relocation of processing steps from departments (process villages) to product-family work cells, but too often these cells produce only intermittent and erratic flow. Output gyrates from hour to hour and small piles of inventory accumulate between each operation so that few of the benefits of cellularization are actually being realized; and, if the cell is located upstream from the pacemaker process, none of the benefits may ever reach the customer.This sequel to Learning to See (which focused on plant level operations) provides simple step-by-step instructions for eliminating waste and creating continuous flow at the process level. This isn't a workbook you will read once then relegate to the bookshelf. It's an action guide for managers, engineers, and production associates that you will use to improve flow each and every day.Creating Continuous Flow takes you to the next level in work cell design where you'll achieve even greater cost and lead time savings. You'll learn: where to focus your continuous flow efforts, how to create much more efficient work cells and lines, how to operate a pacemaker process so that a lean value stream is possible, how to sustain the gains, and keep improving.Creating Continuous Flow is the next logical step after Learning to See. The value-stream mapping process defined the pacemaker process and the overall flow of products and information in the plant. The next step is to shift your focus from the plant to the process level by zeroing in on the pacemaker process, which sets the production rhythm for the plant or value stream, and apply the principles of continuous flow.Every production facility has at least one pacemaker process. The pacemaker processes is usually where products take their final form before going to external customers. It’s called the pacemaker because how you operate here determines both how well you can serve the customer and what the demand pattern is like for your upstream supplying processes.How the pacemaker process operates is critically important. A steady and consistently flowing pacemaker places steady and consistent demands on the rest of the value stream. The continuous flow processing that results allows companies to create leaner value streams.[Source : 4e de couv.] |
| creating business process flows: Requirements Analysis David C. Hay, 2003 Thousands of software projects are doomed because they're based on a faulty understanding of the business problem that needs to be solved. Requirements Analysis: From Business Views to Architectureis the solution. David C. Hay brings together the world's best requirements analysis practices from two key viewpoints: system development life cycle and architectural framework. Hay teaches you the complete process of defining an architecture - from a full understanding of what business people need to the creation of a complete enterprise architecture. |
| creating business process flows: Creating Business Applications with Office 365 Jeffrey M. Rhodes, 2019-11-09 Take your Office 365 and SharePoint projects to a higher level by using PowerApps, Flow, Power BI, JavaScript/jQuery jQuery UI widgets, Cascading Style Sheets (CSS), and more. This book will help you create easier solutions to client-side problems and applications. Additionally, you will be able to effectively visualize your data with Power BI. This book starts with configuration of SharePoint and Office 365 followed by your first example of PowerApps. You will lay the foundation for a help ticket application and see how to update a SharePoint list with PowerApps. You then will work with the jQuery open source library and learn how to use the developer tools within your browser. This allows you to customize data displays in SharePoint. Next, you will add jQuery UI widgets such as buttons and dialogs to SharePoint, learning how to configure and manipulate them via JavaScript. You will use these new skills to convert a normal SharePoint announcement into a visually compelling page of network alerts. You also will use JavaScript and styles to hugely improve native SharePoint calendars by color-coding them by category or location. To prevent overlapping events in calendars, you will work with SharePoint's web services and JavaScript. You will use similar concepts to make appealing accordion SharePoint pages. You then will explore Microsoft Forms, Flow, and Power BI, including building surveys in both Forms and SharePoint and using Power BI to show results over the last week, month, quarter, and year. Using advanced Power BI you will see how to deal with JSON, XML, and Yes/No data. Next, you will look at how to display Office documents as well as interact with them via JavaScript. Switching back to PowerApps, you will build the final help ticketing system before using Power BI to see how to visualize the ticket information. After a quick detour on using iFrames in SharePoint, you will jump into building a power routing application using InfoPath and SharePoint Designer. You will even call SharePoint’s web services from Designer to customize email notifications. You end the InfoPath set of chapters with a highly useful application for signing up for and managing attendance for training and other classes. Finally, you will add Google Analytics to track SharePoint usage. What You Will Learn Build powerful applications with PowerApps Extend SharePoint’s capabilities using JavaScript Create surveys with SharePoint and Microsoft Forms, copy the results to SharePoint using Flow, and visualize the data with Power BIEmploy advanced Power BI techniques to include custom columns, pivoting, and dealing with JSON, XML, and Yes/No dataUse InfoPath and SharePoint workflows to create routing systems, schedule classes, and other advanced tasks Who This Book Is For Business and application developers |
| creating business process flows: Quality, Involvement, Flow Domenico Lepore, Angela Montgomery, Giovanni Siepe, 2016-08-05 Current organizations underperform due to silo thinking. Artificial barriers frustrate efforts and perpetuate an organizational model no longer adequate for the complexity of the current business world. Leaders and managers must acquire a whole-system perspective for their organizations to be sustainable. This book provides the overview, knowledge and tools to create a practical shift for 21st century management. The “Theory of everything” for management; an evolved and more scientific Fifth Discipline plus field book for contemporary managers. It follows on from Deming and Goldratt: The Decalogue that continues to sell today and is based on over ten years of implementation. |
| creating business process flows: Business Process Management Cases Jan vom Brocke, Jan Mendling, 2017-08-10 This book is the first to present a rich selection of over 30 real-world cases of how leading organizations conduct Business Process Management (BPM). The cases stem from a diverse set of industry sectors and countries on different continents, reporting on best practices and lessons learned. The book showcases how BPM can contribute to both exploitation and exploration in a digital world. All cases are presented using a uniform structure in order to provide valuable insights and essential guidance for students and practitioners. |
| creating business process flows: Process Mapping, Process Improvement, and Process Management Dan Madison, 2005 At last, a simple, well-written survey of process redesign that will help you transform your organization into a world-class competitor. Author Dan Madison explains the evolution of work management styles, from traditional to process-focused, and introduces the tools of process mapping, the roles and responsibilities of everyone in the organization, and a logical ten-step redesign methodology. Thirty-eight design principles allow readers to custom-fit the methodology to the particular challenges within their own organizations. Additional chapters by guest writers Jerry Talley, Ph.D., and Vic Walling, Ph.D., discuss cross-department process management and using computer simulation in redesign, respectively. (Publisher) |
| creating business process flows: Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation Karen Martin, Mike Osterling, 2013-10-25 The first of its kind—a Value Stream Mapping book written for those in service and office environments who need to streamline operations Value Stream Mapping is a practical, how-to guide that helps decision-makers improve value stream efficiency in virtually any setting, including construction, energy, financial service, government, healthcare, R&D, retail, and technology. It gives you the tools to address a wider range of important VSM issues than any other such book, including the psychology of change, leadership, creating teams, building consensus, and charter development. Karen Martin is principal consultant for Karen Martin & Associates, LLC, instructor for the University of California, San Diego's Lean Enterprise program, and industry advisor to the University of San Diego's Industrial and Systems Engineering program. Mike Osterling provides support and leadership to manufacturing and non-manufacturing organizations on their Lean Transformation Journey. In a continuous improvement leadership role for six years, Mike played a key role in Square D Company's lean transformation in the 1990s. |
| creating business process flows: The Basics of Process Mapping, 2nd Edition Robert Damelio, 2011-05-11 The bestselling first edition of this influential resource has been incorporated into the curriculum at forward thinking colleges and universities, a leading vocational technical institute, many in-house corporate continuous improvement approaches, and the United Nations’ headquarters. Providing a complete and accessible introduction to process maps, The Basics of Process Mapping, Second Edition raises the bar on what constitutes the basics. Thoroughly revised and updated to keep pace with recent developments, it explains how relationship maps, cross-functional process maps (swimlane diagrams), and flowcharts can be used as a set to provide different views of work. New in the Second Edition: Four new chapters and 75 new graphics An introduction to the concepts of flow and waste and how both appear in knowledge work or business processes A set of measures for flow and waste A discussion of problematic features of knowledge work and business processes that act as barriers to flow Seven principles* and 29 guidelines for improving the flow of knowledge work A detailed (actual) case study that shows how one organization applied the principles and guidelines to reduce lead time from an average of 28 days to 4 days Unlike tool books or pocket guides that focus on discrete tools in isolation, this text use a single comprehensive service work example that integrates all three maps, and illustrates the insights they provide when applied as a set. It contains how to procedures for creating each type of map, and includes clear-cut guidance for determining when each type of map is most appropriate. The well-rounded understanding provided in these pages will allow readers to effectively apply all three types of maps to make work visible at the organization, process, and job/performer levels. *The Seven principles are integrated into Version 3 of the body of knowledge used for Lean certification by the ASQ/AME/SME/SHINGO Lean Alliance. This is the first publication of those principles and guidelines. |
| creating business process flows: Building Solutions with the Microsoft Power Platform Jason Rivera, 2023-01-05 With the accelerating speed of business and the increasing dependence on technology, companies today are significantly changing the way they build in-house business solutions. Many now use low-code and no code technologies to help them deal with specific issues, but that's just the beginning. With this practical guide, power users and developers will discover ways to resolve everyday challenges by building end-to-end solutions with the Microsoft Power Platform. Author Jason Rivera, who specializes in SharePoint and the Microsoft 365 solution architecture, provides a comprehensive overview of how to use the Power Platform to build end-to-end solutions that address tactical business needs. By learning key components of the platform, including Power Apps, Power Automate, and Power BI, you'll be able to build low-code and no code applications, automate repeatable business processes, and create interactive reports from available data. Learn how the Power Platform apps work together Incorporate AI into the Power Platform without extensive ML or AI knowledge Create end-to-end solutions to solve tactical business needs, including data collection, process automation, and reporting Build AI-based solutions using Power Virtual Agents and AI Builder |
| creating business process flows: Learning Microsoft Power Automate Paul Papanek Stork, 2023-03-01 Processing information efficiently is critical to the successful operation of modern organizations. One particularly helpful tool is Microsoft Power Automate, a low-code/no-code development platform designed to help tech-savvy users create and implement workflows. This practical book explains how small-business and enterprise users can replace manual work that takes days with an automated process you can set up in a few hours using Power Automate. Paul Papanek Stork, principal architect at Don't Pa..Panic Consulting, provides a concise yet comprehensive overview of the foundational skills required to understand and work with Power Automate. You'll learn how to use these workflows, or flows, to automate repetitive tasks or complete business processes without manual intervention. Whether you're transferring form responses to a list, managing document approvals, sending automatic reminders for overdue tasks, or archiving emails and attachments, these skills will help you: Design and build flows with templates or from scratch Select triggers and actions to automate a process Add actions to a flow to retrieve and process information Use functions to transform information Control the logic of a process using conditional actions, loops, or parallel branches Implement error checking to avoid potential problems |
| creating business process flows: Fundamentals of CRM with Dynamics 365 and Power Platform Nicolae Tarla, 2020-10-06 Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book. |
| creating business process flows: Microsoft Dynamics CRM 2013 Unleashed Marc J. Wolenik, 2014 Microsoft� Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall '13, and many features first introduced in Microsoft's Polaris and Update Rollup 12. You'll find thorough coverage of Dynamics' revamped Flow interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability-information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to... Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM's new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available |
| creating business process flows: Software Composition Thomas Gschwind, Flavio De Paoli, Volker Gruhn, Matthias Book, 2012-05-26 The book constitutes the refereed proceedings of the 11th International Conference on Software Composition, SC 2012, held in Prague, Czech Republic, in May/June 2012, co-located with TOOLS 2012 Federated Conferences. The 12 revised full papers were carefully reviewed and selected from 42 submissions for inclusion in the book. The papers reflect all current research in software composition and are organized in topical sections on software composition in specification languages; context-aware and dynamic composition; composition in software development; and applications of software composition. |
| creating business process flows: Dynamics 365 Essentials Sarah Critchley, 2020-06-25 Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents. After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Study the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365 |
| creating business process flows: Learning Microsoft Power Apps Arpit Shrivastava, 2024-07-17 In today's fast-paced world, more and more organizations require rapid application development with reduced development costs and increased productivity. This practical guide shows application developers how to use PowerApps, Microsoft's no-code/low-code application framework that helps developers speed up development, modernize business processes, and solve tough challenges. Author Arpit Shrivastava provides a comprehensive overview of designing and building cost-effective applications with Microsoft Power Apps. You'll learn fundamental concepts behind low-code and no-code development, how to build applications using pre-built and blank templates, how to design an app using Copilot AI and drag and drop PowerPoint-like controls, use Excel-like expressions to write business logic for an app, and integrate apps with external data sources. With this book, you'll: Learn the importance of no-code/low-code application development Design mobile/tablet (canvas apps) applications using pre-built and blank templates Design web applications (model-driven apps) using low-code, no-code, and pro-code components Integrate PowerApps with external applications Learn basic coding concepts like JavaScript, Power Fx, and C# Apply best practices to customize Dynamics 365 CE applications Dive into Azure DevOps and ALM concepts to automate application deployment |
| creating business process flows: Contextual Process Digitalization Albert Fleischmann, Stefan Oppl, Werner Schmidt, Christian Stary, 2020-03-30 This open access book presents an overview and step-by-step explanation of process management. It starts with the individual participants’ perspectives on their work in a process and its structuring and harmonization, and then moves on to its specification in a model and how it is embedded in the organizational and IT environment of the company. Lastly, the book examines the joint processing of instances in the resulting socio-technical systems. A corresponding illustration, which expands with the overview, enables readers to gain a comprehensive understanding of business process management. The book presents various facets of business process management from the perspective of the participants, and introduces a selection of models that have proved useful in practice. The design of such models supports the transition from a more-or-less unstructured or unsatisfactory way of working to a structured process that corresponds to the ideas of the company and its customers. The book is intended for professionals in industry as well as students in the field of business information systems who are looking for guidelines on how to discover, create and implement real-world processes. |
| creating business process flows: Process Discovery Best Practices Using IBM Blueworks Live Joshua King, Nachiappan Chidambaram, Peter Lee, Philipp Schume, David Teran, IBM Redbooks, 2014-10-29 Business processes and decisions are the backbone of every company, from the small to the Fortune 50; it is how the business runs. It is these processes and decisions that can create competitive advantage, help a company react more quickly to changing trends, or drag them down because the processes do not serve the business and allow agility. The first step in building business agility is to understand how the business works today; What are my processes? What are the decisions we are making and how do we make them? Understanding these processes and decisions can allow a company to improve, streamline, and increase efficiency. Capturing business processes can be a daunting task. Adding to that burden is learning the tool of choice for capturing those processes. This book helps the audience ramp up more quickly to a fully functional process analyst by explaining all of the features of IBM Blueworks LiveTM and how best to use them. This IBM® RedpaperTM was written with a non-technical audience in mind. It is intended to help business users, subject matter experts, business analysts, and business managers get started with discovering, documenting, and analyzing the processes and decisions that are key to their company's business operations. |
| creating business process flows: Mastering Microsoft Dynamics CRM 2016 Deepesh Somani, 2017-11-28 This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications About This Book Harness the full power of Dynamics CRM 2016 through real-world scenarios Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016 Who This Book Is For This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial. What You Will Learn Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations Learn about the XRM framework of Dynamics CRM 2016 and leverage its features Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM Get an enhanced Dynamics CRM analytics experience with Word and Excel templates Develop client-side applications using JavaScript and Web API How to develop plugins and workflows using Dynamics CRM 2016 Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016 In Detail Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios. Style and approach This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM. |
| creating business process flows: Business Modeling and Data Mining Dorian Pyle, 2003-05-17 Business Modeling and Data Mining demonstrates how real world business problems can be formulated so that data mining can answer them. The concepts and techniques presented in this book are the essential building blocks in understanding what models are and how they can be used practically to reveal hidden assumptions and needs, determine problems, discover data, determine costs, and explore the whole domain of the problem. This book articulately explains how to understand both the strategic and tactical aspects of any business problem, identify where the key leverage points are and determine where quantitative techniques of analysis -- such as data mining -- can yield most benefit. It addresses techniques for discovering how to turn colloquial expression and vague descriptions of a business problem first into qualitative models and then into well-defined quantitative models (using data mining) that can then be used to find a solution. The book completes the process by illustrating how these findings from data mining can be turned into strategic or tactical implementations. · Teaches how to discover, construct and refine models that are useful in business situations· Teaches how to design, discover and develop the data necessary for mining · Provides a practical approach to mining data for all business situations· Provides a comprehensive, easy-to-use, fully interactive methodology for building models and mining data· Provides pointers to supplemental online resources, including a downloadable version of the methodology and software tools. |
| creating business process flows: Microsoft Power Platform For Dummies Jack A. Hyman, 2024-11-14 Build business intelligence with insight from a professional Microsoft Power Platform For Dummies covers the essentials you need to know to get started with Microsoft Power Platform, the suite of business intelligence applications designed to make your enterprise work smarter and more efficiently. You'll get a handle on managing and reporting data with Power BI, building no-code apps with Power Apps, creating simple web properties with Power Pages, and simplifying your day-to-day work with Power Automate. Written by a business consultant who's helped some of the world's largest organizations adopt, manage, and get work done with Power Platform, this book gets you through your work without working too hard to figure things out. Discover the tools that come with Power Platform and how they can help you build business intelligence Manage data, create apps, automate routine tasks, create web pages, and beyond Learn the current best practices for launching Power Platform in an organization Get step-by-step instructions for navigating the interface and setting up your tools This is a great quick-start guide for anyone who wants to leverage Power Platform's BI tools. |
| creating business process flows: Managing Business Process Flows Ravi Anupindi, 2012 A process flows approach to operations is used to show students how managers can design and control businesses to achieve desired results. |
| creating business process flows: Business Intelligence Applied Michael S. Gendron, 2012-10-19 Expert guidance for building an information communication and technology infrastructure that provides best in business intelligence Enterprise performance management (EPM) technology has been rapidly advancing, especially in the areas of predictive analysis and cloud-based solutions. Business intelligence caught on as a concept in the business world as the business strategy application of data warehousing in the early 2000s. With the recent surge in interest in data analytics and big data, it has seen a renewed level of interest as the ability of a business to find the valuable data in a timely—and competitive—fashion. Business Intelligence Applied reveals essential information for building an optimal and effective information and communication technology (ICT) infrastructure. Defines ICT infrastructure Examines best practices for documenting business change and for documenting technology recommendations Includes examples and cases from Europe and Asia Written for business intelligence staff, CIOs, CTOs, and technology managers With examples and cases from Europe and Asia, Business Intelligence Applied expertly covers business intelligence, a hot topic in business today as a key element to business and data analytics. |
| creating business process flows: Extending Microsoft Business Central with Power Platform Kim Congleton, Shawn Sissenwein, 2023-08-25 Discover how you can extend the capabilities of Business Central by building and deploying Power Platform solutions Purchase of the print or Kindle book includes a free PDF eBook Key Features Unlock the full potential of Business Central using Power Platform, including Power Apps, Power Automation, and Dataverse Gain proficiency in using standard Business Central APIs and creating new APIs Implement best practices for developing and rolling out Business Central projects with enhanced functionality Book DescriptionUnlock the untapped potential of Business Central by harnessing the power of the Power Platform with this comprehensive guide, transforming your cumbersome manual processes and limited customization capabilities into a vast array of extended functionalities and possibilities. You’ll begin by exploring the potential of Power Platform and its seamless integration with both the on-premises and cloud versions of Business Central, amplifying the capabilities of your business operations. You’ll then learn how to set up virtual tables and use Dataverse to create a simple model-driven app. As the book progresses, you’ll leverage Power Apps, including both Canvas apps and model-driven apps, to build apps around Business Central processes. The book also highlights Power Automate’s capabilities to create or modify business processes while incorporating new processes and automation. As you advance, you’ll connect to Business Central APIs that can be implemented to connect with Business Central Data and finally integrate Power BI natively with Business Central, empowering you to construct advanced reports and dashboards. With the hands-on experience gained throughout the book, you’ll build expertise in customizing Business Central with Power Platform to deliver more scalable and maintainable solutions.What you will learn Build and deploy robust Power Platform solutions for Business Central Seamlessly integrate Business Central both in the cloud and on-premises with Power Platform using a wide range of connectors Set up virtual tables and gain insights into the extensive capabilities of Dataverse Build and connect Power Apps, enabling seamless Power BI integration for Business Central Create exceptional automated flows with advanced Power Automate configurations Understand user adoption strategies and the center of excellence Who this book is forWhether you’re a Business Central Power user, technical consultant, or solution architect looking to expand your capabilities using the Power Platform, this book is for you. No prior technical expertise in programming or software development is required; all you need is a basic familiarity with Business Central. |
| creating business process flows: Visualize Complex Processes with Microsoft Visio David J Parker, Senaj Lelic, 2023-05-12 Streamline your business by creating clear, concise process diagrams with Microsoft Visio, and share them securely for viewing, reviewing, and collaboration Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn built-in diagram types or create custom ones to describe flow steps effectively Unlock the skills and techniques needed to efficiently and speedily capture and communicate complex flows Understand how to store securely, integrate with other apps, and import and export flow steps Book Description Every business has process flows, but not all of them are fully described to or verified for accuracy with each stakeholder. This not only presents a risk for business continuity but also removes the ability to make insightful improvements. To make these complex interactions easy to grasp, it's important to describe these processes visually using symbology that everybody understands. Different parts of these flows should be collaboratively developed and stored securely as commercial collateral. Visualize Complex Processes with Microsoft Visio helps you understand why it is crucial to use a common, systematic approach to document the steps needed to meet each business requirement. This book explores the various process flow templates available in each edition of Microsoft Visio, including BPMN. It also shows you how to use them effectively with the help of tips and techniques and examples to reduce the time required for creating them, as well as how you can improve their integration and presentation. By the end of this book, you'll have mastered the skills needed to create data-integrated business flowcharts with Microsoft Visio, learned how to effectively use these diagrams collaboratively, but securely, and understood how to integrate them with other M365 apps, including Excel, Word, PowerPoint, and Power Automate. What you will learn Choose an appropriate flowchart diagram type to describe process steps Develop the skills to efficiently use Visio to draw process flowcharts Discover how to create process flows diagrams to meet the BPMN standard Find out how to synchronize Excel tables with Visio process flowcharts Store flowcharts that can also be used for collaboration securely Understand how to export flowcharts and data to other M365 apps Discover how Visio ShapeSheet functions can increase productivity Who this book is for If you're a manager, analyst, or designer of business processes, then this book will help you create professional process diagrams effectively and consistently to improve the accuracy of communication and facilitate impactful insights. This book will also be useful for beginners or power users who are seeking tips and techniques to capture process flows from context and customize diagrams to meet academic as well as corporate standards. |
| creating business process flows: Using Oracle 11i Jim Crum, BOSS Corporation, 2002 Annotation The must-have reference for users and implementers of Oracle Release 11i. This book provides the critical information required to configure and operate the Release11i applications in one book. Several readers have told us they saved tens of thousands of dollars after reading the previous edition of this book. Special Edition Using Oracle 11i has about 40% new content over the previous version including a new projects chapter, a new order management chapter, screen shots, tips, and, Release11i specific material. This book is the most complete reference available for the latest release of the Oracle financial, manufacturing, HRMS, and projects applications. Part 1 introduces the Oracle ERP applications and Release11i concepts. Part 2 educates the reader on proven techniques for implementing these complex and integrated systems. Part 3 discusses configuration and usage of each of the financial, distribution, manufacturing, HRMS, and project applications. Part 4 discusses working with Oracle Support, consulting firms, and compatible software vendors. The appendixes review the employment market, consulting opportunities, and provide the reader with an implementation checklist. All of Release11i's new features are covered in-depth and in practical terms. Not only will readers understand Oracle's new capabilities, they will be able to apply them right away. The authors are highly respected consultants from BOSS Corporation. They have worked with the Oracle Applications for over eight years since Release 9. Each chapter is written and edited by an expert consultant on that topic. The authors have published many white papers and newsletters about the Oracle Applications. BOSS Corporation is an active sponsor of the Oracle Applications User Group (OAUG). The authors have attended the last 14 national conferences, presented more than a dozen white papers at OAUG conferences, participated in the vendor exhibit hall, identified key words for white paper classification, and edited articles that are included in OAUG publications. |
| creating business process flows: Microsoft Certified: Power Platform Developer Associate (PL-400) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| creating business process flows: Building a Second Brain Tiago Forte, 2022-06-14 Building a second brain is getting things done for the digital age. It's a ... productivity method for consuming, synthesizing, and remembering the vast amount of information we take in, allowing us to become more effective and creative and harness the unprecedented amount of technology we have at our disposal-- |
| creating business process flows: Emerging Technologies for the Evolution and Maintenance of Software Models Rech, Jörg, 2011-12-31 Model-driven software development drastically alters the software development process, which is characterized by a high degree of innovation and productivity. Emerging Technologies for the Evolution and Maintenance of Software Models contains original academic work about current research and research projects related to all aspects affecting the maintenance, evolution, and reengineering (MER), as well as long-term management, of software models. The mission of this book is to present a comprehensive and central overview of new and emerging trends in software model research and to provide concrete results from ongoing developments in the field. |
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