Practical Process Automation

Spis treści książki

• Preface
  • Process Automation Tools and Techniques
  • The Scope of This Book
  • Who This Book Is For
  • The Architect Always Implements
  • Accompanying Website and Code Examples
  • Feedback
  • How to Read This Book
  • Conventions Used in This Book
  • OReilly Online Learning
  • How to Contact Us
  • Acknowledgments
• 1. Introduction
  • Process Automation
  • Wild West Integrations
  • Workflow Engines and Executable Process Models
  • A Business Scenario
  • Long-Running Processes
  • Business Processes, Integration Processes, and Workflows
  • BusinessIT Collaboration
  • Business Drivers and the Value of Process Automation
  • Not Your Parents Process Automation Tools
    • A Brief History of Process Automation
      • BPM in the ivory tower
      • Centralized SOA and the ESB
      • Misguided BPM suites
      • The limitations of low code
      • Moving past old-school BPM suites
    • The Story of Camunda
  • Conclusion
• I. Fundamentals
• 2. Workflow Engines and Process Solutions
  • The Workflow Engine
    • Core Capabilities
    • Additional Features of Workflow Platforms
    • Architecture
  • A Process Solution
  • An Executable Example
  • Applications, Processes, and Workflow Engines
  • Typical Workflow Tools in a Projects Life Cycle
    • Graphical Process Modeler
    • Collaboration Tools
    • Operations Tooling
    • Tasklist Applications
    • Business Monitoring and Reporting
  • Conclusion
• 3. Developing Process Solutions
  • Business Process Model and Notation (BPMN)
    • Start and End Events
    • The Token Concept: Implementing Control Flow
    • Sequence Flows: Controlling the Flow of Execution
    • Tasks: Units of Work
    • Gateways: Steering Flow
    • Events: Waiting for Something to Happen
    • Message Events: Waiting for a Trigger from the Outside
  • Combining Process Models and Programming Code
    • Publish/Subscribe to a Process
    • Referencing Code in Process Models
    • Using Prebuilt Connectors
    • Model or Code?
      • Where do you need to (potentially) wait?
      • What do you discuss regularly with other stakeholders?
      • What crosses boundaries?
      • Example
  • Testing Processes
  • Versioning of Process Solutions
    • Running Versions in Parallel
      • Migrating process instances to the new version
      • Versioning glue code and data definitions
  • Conclusion
• 4. Orchestrate Anything
  • Orchestrate Software
    • Service-Oriented Architecture (SOA) Services
    • Microservices
    • Serverless Functions
    • Modular Monoliths
    • Deconstructing the Monolith
  • Orchestrate Decisions
    • Decision Model and Notation (DMN)
    • Decisions in a Process Model
  • Orchestrate Humans
    • Task Assignment
    • Additional Tool Support
    • The User Interface of User Tasks
      • Using an external tasklist application
      • Building a customized tasklist application
  • Orchestrate RPA Bots
  • Orchestrate Physical Devices and Things
  • Conclusion
• 5. Championing Workflow Engines and BPMN
  • Limitations of Other Implementation Options
    • Hardcoded Processes
    • Batch Processing
    • Data Pipelines and Streaming
    • The Actor Model
    • Stateful Functions
  • Process Modeling Languages
    • Workflow Patterns
    • Benefits of Graphical Process Visualizations
    • Textual Process Modeling Approaches
    • Typical Concerns About Graphical Modeling
    • Graphical Versus Textual Approaches
  • Process Automation with Blockchain?
  • Conclusion
• II. Process Automation in the Enterprise
• 6. Solution Architecture
  • When to Use a Workflow Engine
  • Architecture Trade-Offs
    • Running the Workflow Engine
    • Decentralized Engines
    • Sharing Engines
    • Ownership of Process Models
    • Using the Workflow Engine as a Communication Channel
    • In-House Workflow Platforms
    • Performance and Scalability
    • Developer Experience and Continuous Delivery
  • Evaluating Workflow Engines
  • Conclusion
• 7. Autonomy, Boundaries, and Isolation
  • Strong Cohesion and Low Coupling
  • Domain-Driven Design, Bounded Contexts, and Services
  • Boundaries and Business Processes
    • Respect Boundaries and Avoid Process Monoliths
    • Foster Your Understanding of Responsibilities
    • Long-Running Behavior Helps You Defend Boundaries
  • How Processes Communicate Across Boundaries
    • Call Activities: Handy Shortcuts Only Within the Boundary
    • Crossing Boundaries Is an API Call
  • Decentralized Workflow Tooling
  • Conclusion
• 8. Balancing Orchestration and Choreography
  • Event-Driven Systems
    • Emergent Behavior
    • Event Chains
      • Changing the chain affects multiple components
      • Lack of visibility
    • The Risk of Distributed Monoliths
  • Contrasting Orchestration and Choreography
    • Introducing Commands
    • Messages, Events, and Commands
    • Terminology and Definitions
    • Avoiding Event Chains by Using Commands
    • The Direction of Dependency
  • Finding the Right Balance
    • Deciding Whether to Use Commands or Events
    • Mixing Commands and Events
    • Designing Responsibilities
    • Evaluating Change Scenarios to Validate Decisions
  • Debunking Common Myths
    • Commands Do Not Require Synchronous Communication
    • Orchestration Does Not Need to Be Central
    • Choreography Does Not Automatically Lead to More Decoupling
  • The Role of Workflow Engines
  • Conclusion
• 9. Workflow Engines and Integration Challenges
  • Communication Patterns for Service Invocation
    • Synchronous Request/Response
    • Asynchronous Request/Response
    • BPMN and Being Ready to Receive
    • Aggregating Messages
    • Poisoned and Dead Messages
    • Synchronous Facades Hiding Asynchronous Communication
  • Transactions and Consistency
    • Eventual Consistency
    • Business Strategies to Handle Inconsistency
      • Ignore the inconsistency
      • Apologize
      • Resolve the inconsistency
    • The Saga Pattern and Compensation
    • Chaining Resources by Using the Outbox Pattern
  • Eventual Consistency Applies to Every Form of Remote Communication
  • The Importance of Idempotency
  • Conclusion
• 10. BusinessIT Collaboration
  • A Typical Project
    • The Moral of the Story
  • Including All the People: BizDevOps
    • Development
    • Business
    • Operations
  • The Power of One Joined Model
    • From a Process Pyramid to a House
  • Who Does the Modeling?
  • Creating Better Process Models
    • Extracting (Integration) Logic into Subprocesses
    • Distinguishing Between Results, Exceptions, and Errors
    • Increasing Readability
      • Labeling elements
      • Model from left to right and emphasize the happy path
  • Conclusion
• 11. Process Visibility
  • The Value of Process Visibility
  • Getting the Data
    • Leverage Audit Data from Your Workflow Engine
    • Model Events to Measure Key Performance Indicators
  • Status Inquiries
  • Understanding Processes That Span Multiple Systems
    • Observability and Distributed Tracing Tools
    • Custom Centralized Monitoring
    • Data Warehouses, Data Lakes, and Business Intelligence Tools
    • Process Mining
    • Process Event Monitoring
    • Current Market Dynamics
  • Setting Up Process Reporting and Monitoring
    • Typical Metrics and Reports
    • Allowing for a Deeper Understanding
  • Conclusion
• III. Get Going!
• 12. The Journey to Introduce Process Automation
  • Understanding the Adoption Journey
    • Failures You Want to Avoid
    • A Success Story
    • The Pattern of Successful Adoption Journeys
    • Different Journeys for Different Scenarios
      • Replacing existing workflow products
      • Introducing process automation in SOA environments
      • Introducing process automation in event-driven architectures
      • Strategic initiatives driving process automation
  • Starting Your Journey
    • Bottom-up Versus Top-down Adoption
    • Proofs of Concepts
    • Presenting the Business Case
    • Dont Build Your Own Platform
    • Dos and Donts Around Reuse
  • From Project to Program: Scaling Adoption
    • Perception Management: What Is Process Automation?
    • Establishing a Center of Excellence
    • Managing Architecture Decisions
    • Decentralized Workflow Tooling
    • Roles and Skill Development
  • Conclusion
• 13. Parting Words
  • Current Architecture Trends Influence Process Automation
  • Rethinking Business Processes and the User Experience
  • Where to Go from Here
• Index

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