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On the Applicability of Concepts from Variability Modelling in Capability Modelling:
Experiences from a Case in Business Process Outsourcing
Chair of Business Information Systems
Kurt Sandkuhl, Hasan Koç
{kurt.sandkuhl, hasan.koc}@uni-rostock.de
Agenda
• Motivation
• Background
– Capability Definitions and Meta-Models
– Variability Modeling
• Industrial Case
• Variation Points and Variation Aspects
– Concepts and Formalization
– Application in the Industrial Case
• Summary & Future Work
2
Motivation
• There is much experience in industries developing complex systems
how to deal with variability
– Can we learn from it for capability management?
3
• Changing market environments, customer demands and regulatory requirements
– The capabilities of an enterprise have to be continuously adapted
– requires continuous development of business services and underlying
technical components / services
– flexibility, dynamics and variation are attributes associated with capability
• Our aim: to introduce concepts from variability modeling (variation points and
variation aspects) into modelling and representation of capabilities.
Agenda
• Motivation
• Background
– Capability Definitions and Meta-Models
– Variability Modeling
• Industrial Case
• Variation Points and Variation Aspects
– Concepts and Formalization
– Application in the Industrial Case
• Summary & Future Work
4
Capability Definitions
• Many definitions exist in the literature; no generally accepted definition available
– “combination of resources” [Antunes, Barateiro, Becker 2011]
– “capacity to execute an activity”[Jiang, Zhao 2010]
– “perform better than competitors” [Boonpattarakan 2010]
– “possessed ability” [TOGAF 2014]
5
• Several papers suggest that capabilities are provided as Business Services, i.e. they
are designed and delivered in a process-oriented fashion
• EU-FP7 project Capabilities-as-a-Service in Digital Enterprises (CaaS):
– “Capability is the ability and capacity that enable an enterprise to achieve a
business goal in a certain context.”
Capability Meta-Model
6
Source:
Zdravkovic J, Stirna J, Henkel M et al. (2013) Modeling Business Capabilities and Context Dependent Delivery
by Cloud Services. In: Hutchison D, Kanade T, Kittler J et al. (eds) Advanced Information Systems Engineering,
LNCS vol 7908. Springer Berlin Heidelberg, Berlin, Heidelberg, pp 369–383
Capability Meta-Model: Excerpt
7
Meta-Model needs further specification to avoid
ambiguities
Example:
• Capability is supported by exactly one Pattern.
Each Pattern is an aggregation of
ProcessVariants. which in turn are specializations
of Process.
• What is the relation of the ProcessVariants of the
Processes required for a Capability and the
ProcessVariants aggregated in the one Pattern
supporting a Capability?
• 1st interpretation: all ProcessVariants of all
Processes required by a Capability have to be
aggregated in the one Pattern required by the
Capability
• 2nd interpretation: only selected ProcessVariants
or only one ProcessVariant per Process would be
part of the one Pattern for a Capability.
Variability Modeling in Product Line Engineering
• Variability modeling is common practice in technical systems and as element of
software product line implementations
• Objective:
– limit the variety of the variants of systems by capturing and visualizing
commonalities and dependencies between features and between the
components providing feature implementations
8
• Feature models
– extract, structure and visualize the commonality and variability of a domain or
set of products
– Commonalities are the properties of products that are shared among all the
products in a set, placing the products in the same category or family.
– Variability are the elements of the products that differentiate and show the
configuration options, choices and variation points that are possible between
variants of the product, aimed to satisfy customer needs and requirements.
9
Feature Modeling
Source: Jang-Hwan Kwon (2003) A Feature Model of the Orcale 9i Database Server.
Master thesis, Concordia University, Montreal, Canada. April 2003.
Relation types
• Mandatory
• Optional
• Alternative
• Required
• Mutually-exclusive
Example:
Analog wristwatch
Agenda
• Motivation
• Background
– Capability Definitions and Meta-Models
– Variability Modeling
• Industrial Case
• Variation Points and Variation Aspects
– Concepts and Formalization
– Application in the Industrial Case
• Summary & Future Work
10
Industrial Case:
Business Process Ooutsourcing of Energy Distribution Companies
• SIV.AG from Rostock Germany
• Independent Software Vendor (ISV) for utilities industry
• Owns business process outsourcing (BPO) service supplier to support customers
running kVASy®
• BPO has to offer and implement solutions for different cases
• Variations in business processes due to different factors:
– Configurations and adjustments for the organization
– Country of use; regulations and bylaws
– Contractual specifications
11
Business Service MSCONS
Global Perspective
13
• Transmission of energy consumption data from one market role to another role
• Data is sent by mail, it complies with UN/EDIFACT Standard
• National variants of EDIFACT Standard also exist
• EDIFACT is subject to periodical change by regulatory authorities
Business Service MSCONS
Local Perspective
14
Message Validation Message Processing
Agenda
• Motivation
• Background
– Capability Definitions and Meta-Models
– Variability Modeling
• Industrial Case
• Variation Points and Variation Aspects
– Concepts and Formalization
– Application in the Industrial Case
• Summary & Future Work
15
Variation Point and Variation Aspects in Capability Models
• Basic idea: identify those aspects in business services of an enterprises where
alternative flows, functions or procedures are possible and to identify cause and
type of variations
– variation aspects: the cause of variations
– variation points: the locations of the variations in the business service model.
16
• variation aspects
– correspond to context elements
– can be relevant for different business services and at different positions in the
business service model
• variation point
– identifies the business service model element where a variation with respect
to a specific variation aspect occurs.
Variation Aspects and Variation Points: Formalization (1)
17
Variation Aspects and Variation Points: Formalization (2)
18
Variation Aspects and Variation Points: Formalization (2)
19
Context of Business Service Delivery
• The execution of message validation processes depends on several
context elements
20
Variation Aspects and Variation Points in the Industrial Case
21
Variation Point
Process Variants
Patterns
Variation
Aspects
Agenda
• Motivation
• Background
– Capability Definitions and Meta-Models
– Variability Modeling
• Industrial Case
• Variation Points and Variation Aspects
– Concepts and Formalization
– Application in the Industrial Case
• Summary & Future Work
22
Discussion
Use of Feature Modeling constructs in Capability Modeling
• Concepts from feature modelling in principle can be transferred to capability
modelling
• Variation aspects, which in feature modelling are the characteristics deciding about
mandatory, optional, mutually-exclusive or required features correspond to context
elements in capability modelling
• variation points in feature models are the different feature nodes which
corresponds to business service model elements in capability models,
• the utility of variant hierarchies from feature modelling intuitively makes sense, but
still has to be investigated in capability modelling
23
Discussion (2)
Further formalization of the meta-model
• formalization of the relations between context, process, pattern, variant and
capability resolves some of the ambiguities in the meta-model, but not all of them
• definition of operational semantics still is required if capability models are meant to
transformed to executable or enactable representations
• Although the formalization does not assume a process-oriented perspective on
business services, the practical use with other business service representations will
have to be investigated in future work
24
Summary and Future Work
Main contributions of this paper:
• introduction of variability points into capability modelling,
• proposal for further formalizing the term capability,
• an industrial case showing the use of variability points.
25
Future Work
• variation aspects currently are modelled in a process-centred way. In the future,
other paradigms such as service-oriented-architectures should be investigated
• specify or extend the formal capability definition to emphasize the semantics of
associations between the capability components

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2014 Asdenca - On the applicability of concepts from variability modelling in capability modelling, experiences from a case in business process outsourcing

  • 1. On the Applicability of Concepts from Variability Modelling in Capability Modelling: Experiences from a Case in Business Process Outsourcing Chair of Business Information Systems Kurt Sandkuhl, Hasan Koç {kurt.sandkuhl, hasan.koc}@uni-rostock.de
  • 2. Agenda • Motivation • Background – Capability Definitions and Meta-Models – Variability Modeling • Industrial Case • Variation Points and Variation Aspects – Concepts and Formalization – Application in the Industrial Case • Summary & Future Work 2
  • 3. Motivation • There is much experience in industries developing complex systems how to deal with variability – Can we learn from it for capability management? 3 • Changing market environments, customer demands and regulatory requirements – The capabilities of an enterprise have to be continuously adapted – requires continuous development of business services and underlying technical components / services – flexibility, dynamics and variation are attributes associated with capability • Our aim: to introduce concepts from variability modeling (variation points and variation aspects) into modelling and representation of capabilities.
  • 4. Agenda • Motivation • Background – Capability Definitions and Meta-Models – Variability Modeling • Industrial Case • Variation Points and Variation Aspects – Concepts and Formalization – Application in the Industrial Case • Summary & Future Work 4
  • 5. Capability Definitions • Many definitions exist in the literature; no generally accepted definition available – “combination of resources” [Antunes, Barateiro, Becker 2011] – “capacity to execute an activity”[Jiang, Zhao 2010] – “perform better than competitors” [Boonpattarakan 2010] – “possessed ability” [TOGAF 2014] 5 • Several papers suggest that capabilities are provided as Business Services, i.e. they are designed and delivered in a process-oriented fashion • EU-FP7 project Capabilities-as-a-Service in Digital Enterprises (CaaS): – “Capability is the ability and capacity that enable an enterprise to achieve a business goal in a certain context.”
  • 6. Capability Meta-Model 6 Source: Zdravkovic J, Stirna J, Henkel M et al. (2013) Modeling Business Capabilities and Context Dependent Delivery by Cloud Services. In: Hutchison D, Kanade T, Kittler J et al. (eds) Advanced Information Systems Engineering, LNCS vol 7908. Springer Berlin Heidelberg, Berlin, Heidelberg, pp 369–383
  • 7. Capability Meta-Model: Excerpt 7 Meta-Model needs further specification to avoid ambiguities Example: • Capability is supported by exactly one Pattern. Each Pattern is an aggregation of ProcessVariants. which in turn are specializations of Process. • What is the relation of the ProcessVariants of the Processes required for a Capability and the ProcessVariants aggregated in the one Pattern supporting a Capability? • 1st interpretation: all ProcessVariants of all Processes required by a Capability have to be aggregated in the one Pattern required by the Capability • 2nd interpretation: only selected ProcessVariants or only one ProcessVariant per Process would be part of the one Pattern for a Capability.
  • 8. Variability Modeling in Product Line Engineering • Variability modeling is common practice in technical systems and as element of software product line implementations • Objective: – limit the variety of the variants of systems by capturing and visualizing commonalities and dependencies between features and between the components providing feature implementations 8 • Feature models – extract, structure and visualize the commonality and variability of a domain or set of products – Commonalities are the properties of products that are shared among all the products in a set, placing the products in the same category or family. – Variability are the elements of the products that differentiate and show the configuration options, choices and variation points that are possible between variants of the product, aimed to satisfy customer needs and requirements.
  • 9. 9 Feature Modeling Source: Jang-Hwan Kwon (2003) A Feature Model of the Orcale 9i Database Server. Master thesis, Concordia University, Montreal, Canada. April 2003. Relation types • Mandatory • Optional • Alternative • Required • Mutually-exclusive Example: Analog wristwatch
  • 10. Agenda • Motivation • Background – Capability Definitions and Meta-Models – Variability Modeling • Industrial Case • Variation Points and Variation Aspects – Concepts and Formalization – Application in the Industrial Case • Summary & Future Work 10
  • 11. Industrial Case: Business Process Ooutsourcing of Energy Distribution Companies • SIV.AG from Rostock Germany • Independent Software Vendor (ISV) for utilities industry • Owns business process outsourcing (BPO) service supplier to support customers running kVASy® • BPO has to offer and implement solutions for different cases • Variations in business processes due to different factors: – Configurations and adjustments for the organization – Country of use; regulations and bylaws – Contractual specifications 11
  • 12. Business Service MSCONS Global Perspective 13 • Transmission of energy consumption data from one market role to another role • Data is sent by mail, it complies with UN/EDIFACT Standard • National variants of EDIFACT Standard also exist • EDIFACT is subject to periodical change by regulatory authorities
  • 13. Business Service MSCONS Local Perspective 14 Message Validation Message Processing
  • 14. Agenda • Motivation • Background – Capability Definitions and Meta-Models – Variability Modeling • Industrial Case • Variation Points and Variation Aspects – Concepts and Formalization – Application in the Industrial Case • Summary & Future Work 15
  • 15. Variation Point and Variation Aspects in Capability Models • Basic idea: identify those aspects in business services of an enterprises where alternative flows, functions or procedures are possible and to identify cause and type of variations – variation aspects: the cause of variations – variation points: the locations of the variations in the business service model. 16 • variation aspects – correspond to context elements – can be relevant for different business services and at different positions in the business service model • variation point – identifies the business service model element where a variation with respect to a specific variation aspect occurs.
  • 16. Variation Aspects and Variation Points: Formalization (1) 17
  • 17. Variation Aspects and Variation Points: Formalization (2) 18
  • 18. Variation Aspects and Variation Points: Formalization (2) 19
  • 19. Context of Business Service Delivery • The execution of message validation processes depends on several context elements 20
  • 20. Variation Aspects and Variation Points in the Industrial Case 21 Variation Point Process Variants Patterns Variation Aspects
  • 21. Agenda • Motivation • Background – Capability Definitions and Meta-Models – Variability Modeling • Industrial Case • Variation Points and Variation Aspects – Concepts and Formalization – Application in the Industrial Case • Summary & Future Work 22
  • 22. Discussion Use of Feature Modeling constructs in Capability Modeling • Concepts from feature modelling in principle can be transferred to capability modelling • Variation aspects, which in feature modelling are the characteristics deciding about mandatory, optional, mutually-exclusive or required features correspond to context elements in capability modelling • variation points in feature models are the different feature nodes which corresponds to business service model elements in capability models, • the utility of variant hierarchies from feature modelling intuitively makes sense, but still has to be investigated in capability modelling 23
  • 23. Discussion (2) Further formalization of the meta-model • formalization of the relations between context, process, pattern, variant and capability resolves some of the ambiguities in the meta-model, but not all of them • definition of operational semantics still is required if capability models are meant to transformed to executable or enactable representations • Although the formalization does not assume a process-oriented perspective on business services, the practical use with other business service representations will have to be investigated in future work 24
  • 24. Summary and Future Work Main contributions of this paper: • introduction of variability points into capability modelling, • proposal for further formalizing the term capability, • an industrial case showing the use of variability points. 25 Future Work • variation aspects currently are modelled in a process-centred way. In the future, other paradigms such as service-oriented-architectures should be investigated • specify or extend the formal capability definition to emphasize the semantics of associations between the capability components

Editor's Notes

  1. Acknowledgments. This work has been performed as part of the EU-FP7 funded project no: 611351 CaaS – Capability as a Service in Digital Enterprises.
  2. Partner SIV is an independent software vendor (ISV) for the utilities industry. It develops and distributes the ERP product kVASy® that supports a wide range of functionalities for different market roles.
  3. The business relationships of SIV
  4. The service consists of the main activities “Validation” and “message processing”
  5. The process is triggered with a received MSCONS message after which the first syntax check happens. The second check is the examination of model error. In this task the rules force the declaration of a unique transaction ID between communicating partners. If there is no model error, the messages are classified. After this, a processability error check per message is performed. Messages may be invalid though syntactically correct. An invalid message causes an exception to be thrown. Currently, all of these exceptions are treated manually, involving the role of a knowledge worker. In the future it is possible to offer dynamic capabilities that routes the exception handling processes depending on the context in which the exception is thrown (see also section 4.2). If the message is processable, then the reading reason has to be determined since the MSCONS message is triggered due to a change of meter, installation of meter or period meter reading. Each reading reason has specific processes, still some components are recurring. After all messages are processed, they have to be archived. Fig. 2 illustrates only the “happy path” in the process of MSCONS Validation excluding the error conditions. For the sake of brevity the activities specifying which tasks should be executed when exceptions occur are omitted from the use case description and model.
  6. Context is a term that is used in many domains of computer science like artificial intelligence, operating systems, software engineering, databases, knowledge representation etc. interpretation of context depends on the field of knowledge that it belongs to [16]. In accordance with [17] context is defined in this work as “any information that can be used to characterize the situation of any entity”. For instance in order to execute the process “check file syntax” properly, the information about the country where the company operates is needed so that the appropriate service of the application is activated and parses the message. In addition other information like the role of the issuer and the addressee, the type of the message, the message version as well as the energy commodity needs to be acquired to “classify messages” before checking their processability
  7. The system imports an MSCONS message sent from the market role “grid operator” to another market role “balance supplier” with the message type “change of balancing area”. In this case the application does not execute the standard process that changes the balancing area, but instead it changes the tariff that the customer uses. If the same message type was sent from the balance supplier to grid operator, then the standard process that changes the balancing area had to be executed. Thus two context elements “market role” and “message type” form the context set “CS1”. The context set information is applied to complex gateway in Fig. 3. Note: For simplicity reasons, only context elements are illustrated and not the context ranges