Designing processes - EMC Community Network

Designing processes - EMC Community Network Designing processes - EMC Community Network

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Planning and Designing the Application After the client business team agrees with the structure and flow of the process, it can be transferred to Process Builder to add the technical detail. As you refine the process in Process Builder, continue to review the process flow with the client. One effective way to review the process flow is to use the Process Debugger. The Process Debugger allows you to execute the process one step at a time with real data. This can be done even if the user interface has not yet been designed. This is an effective way to show the client, while still in the design stage, how the process will work. In some cases, the client may be familiar with how the process should work, while in other cases, the client may still be learning the process. In general, the message is to use the Process Debugger early and use it often. 22 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide

Planning and Designing the Application Example: TaskSpace Creating the user interface is one of the biggest challenges in solution development. TaskSpace, because it is composed of forms, provides flexibility in user interface design. The following is an example of a TaskSpace screen showing a view of a case folder: Work with the client to define a consistent approach to style. We recommend writing a Style Guide that specifies standards for colors, skins, columns, labels, search criteria, sort order, and any items pertaining to the UI. A detailed specification takes time to write, but it saves time during the implementation phase of the project. Keep it simple and do not over-engineer. Note: Design the Style Guide as a structured template to ensure that you are gathering the appropriate information. Also use this template to show the client how things will be implemented and to track any configuration changes. The result is to create a consistent look and feel for the application. Example: BAM With BAM, the first step in the planning is to identify the users; that is, the roles of the individuals who need access to the dashboards. For example, one role can be the operational manager who watches each case or process instance to ensure that it meets the Key Performance Indicators (KPIs) for process timing and quality. Another role can be the Line of Business (LOB) executive who tracks process performance against aggregate business goals. These two roles require different dashboards that contain different reports. Following is an example of a template for capturing this information: EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 23

Planning and <strong>Designing</strong> the Application<br />

After the client business team agrees with the structure and flow of the process, it can be transferred to<br />

Process Builder to add the technical detail. As you refine the process in Process Builder, continue<br />

to review the process flow with the client. One effective way to review the process flow is to use<br />

the Process Debugger.<br />

The Process Debugger allows you to execute the process one step at a time with real data. This can be<br />

done even if the user interface has not yet been designed. This is an effective way to show the client,<br />

while still in the design stage, how the process will work. In some cases, the client may be familiar<br />

with how the process should work, while in other cases, the client may still be learning the process. In<br />

general, the message is to use the Process Debugger early and use it often.<br />

22 <strong>EMC</strong> Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide

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