IBM Cloud Pak for Business Automation

Demos and Labs

IBM Process Mining

Using BPMN Process Diagrams from IBM

Blueworks Live in IBM Process Mining
V 4.0

Paul Pacholski
[email protected]

Patrick Megard
[email protected]

CP4BA Demos and Labs 2021

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Table of Contents

1 Introduction.............................................................................................................................. 4
1.1 IBM Process Mining .................................................................................................................................. 4
1.2 IBM Blueworks Live .................................................................................................................................. 4
1.3 Process Modeling and Process Mining Working Together ..................................................................... 4
1.3.1 Business Scenario .............................................................................................................................. 5
1.4 How to Prepare IBM Blueworks Live Process? ....................................................................................... 6
1.4.1 Basic Requirements........................................................................................................................... 6
1.4.2 Process Mining Simulation Parameters ........................................................................................... 6
1.4.3 Exporting Process from IBM Blueworks Live................................................................................... 7
2 Lab Setup ................................................................................................................................. 8
2.1 Import Lab Files ........................................................................................................................................ 8
2.2 Open IBM Process Mining Application .................................................................................................... 8
3 Lab Instructions ...................................................................................................................... 10
3.1 Create BPMN Process ............................................................................................................................. 10
3.2 Initialize and Run Simulation ................................................................................................................. 11
3.2.1 Create a Simulation.......................................................................................................................... 11
3.2.2 Initialize Simulation Parameters – Service Time .......................................................................... 13
3.2.3 Initialize Simulation Parameters – Gateway ................................................................................. 14
3.2.4 Run Simulation and Create a Project.............................................................................................. 14
3.3 Examine Generated Process Data ......................................................................................................... 16
3.3.1 Activity cost ...................................................................................................................................... 16
3.3.2 Frequency View................................................................................................................................ 17
3.3.3 Duration View ................................................................................................................................... 18
3.3.4 Cost View .......................................................................................................................................... 19
3.3.5 Variants ............................................................................................................................................. 20
3.3.6 Social discovery capabilities ........................................................................................................... 21
3.4 Create Additional Events Using New Simulation Scenarios ................................................................ 22
3.4.1 Create new Simulation Scenario..................................................................................................... 22
3.4.2 Change Simulation Scenario Parameters....................................................................................... 22
3.4.3 Introduce Automation ..................................................................................................................... 23
3.4.4 Run the Simulation ad Import Simulation Data ............................................................................. 24
3.4.5 Managing Event Data ....................................................................................................................... 25
3.5 Lab Summary........................................................................................................................................... 26

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1 Introduction
1.1 IBM Process Mining
IBM Process Mining supports analyzing actual business processes based on event logs. During process
mining, specialized data mining algorithms are applied to identify trends, patterns, and details in event logs
recorded by an information system. Process mining aims to improve process efficiency and understanding of
processes.

1.2 IBM Blueworks Live

IBM Blueworks Live is a cloud-based software that provides a dedicated, collaborative environment to build
and improve business processes through process mapping. It enables teams to work together through an
intuitive and easily accessible web interface to document and analyze processes to help make them more
efficient.

1.3 Process Modeling and Process Mining Working Together

While IBM Blueworks Live supports all aspects of process modeling, it provides no simulation capabilities.
On the other hand, IBM Process Mining provides simulation capabilities useful to establish ROI associated
with automation initiatives, but it does not provide process modeling and discovery capabilities.
In this lab, you will learn how to leverage IBM Process Mining to simulate BPMN processes modeled in IBM
Blueworks Live.

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Typically, complete logs from all systems are required to engage in process mining activities. Extraction and
preparation of such logs is a costly and time-consuming activity and is a significant entry barrier for
organizations to benefit from process mining tools such as IBM Process Mining.
In this lab will learn how IBM Process Mining simulation can generate events. And how to use IBM Process
Mining to generate event data required for most process mining tasks that do not require business data
beyond the primary process data such as Activity Wait Times, Teams, Users, etc.

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1.4 How to Prepare IBM Blueworks Live Process?
You do not need to perform any labs steps in this section and its subsections.
The purpose of this section is to outline the technical requirements and steps needed to generate a well-
behaved BPMN process diagram that works well with IBM Process Mining.
The Bank Account Opening process used in this lab was already created and exported, so you do not need to
build it in IBM Blueworks Live. If you want to examine the process used in this lab, you can import it to IBM
Blueworks Live using the Banking Account Closure.zip (see download instructions in 2.1 Import Lab Files
section)

1.4.1 Basic Requirements

The process model must not include the following BPMN Modelling Elements
• Message Events

• Subprocesses

• Multiple links lead out an activity

The following settings will be used by the simulation feature in IBM Process Mining.

1.4.2 Process Mining Simulation Parameters

For each Activity in the process, three attributes can be set for use in IBM Process Mining simulations: (i)
Work time, (ii) Wait time, (iii) Cost.

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1.4.3 Exporting Process from IBM Blueworks Live
Use standard BWL Process Export.

Select BPMN 2.0

This will create a zip file.

Note you will not be able to import this zip file directly to IBM Process Mining. You will need to extract the
BPMN file first.
To extract the BPMN file, open the exported zip file, navigate to the BPMN file and extract it from the zip
file.

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2 Lab Setup
2.1 Import Lab Files
Download the following files, you will use them in this lab:

File Link
Banking Account Closure.bpmn https://ibm.box.com/v/PM-LAB-3-BPMN
Banking Account Closure.zip https://ibm.box.com/v/PM-LAB-3-BWL-IMPORT

2.2 Open IBM Process Mining Application

Start your browser and use the IBM Automation Studio link
Click Enterprise LDAP

Enter your username and password, and then click Log in

Click Navigation Menu

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 Select Process mining

If you see the Welcome window, check Don't show this message again check box and click Let's go!

You should now see IBM Process Mining web UI

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3 Lab Instructions
3.1 Create BPMN Process
You will now use the BPMN file extracted from the IBM Blueworks Live process export file to create the
BPMN process in IBM Process Mining.
Click in 3-3 grid and then select BPA

Select + Create New > Process

Enter the following and then click Create

Add to - select New Process
Organization - select local
Name - enter BAC
Import from file (optional) - select Banking Account Closure.bpmn file
Note: if you are using a shared environment, please use your user name prefix in the process name when
creating a new process. For example, UserXXX BAC.

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You should now see the BPMN diagram equivalent to the BWL process diagram

Figure 1. IBM Process Mining

Figure 2. IBM Blueworks Live

3.2 Initialize and Run Simulation

In this part of the lab, you will review and initialize missing simulation parameters. Then you will simulate to
generate Process events used by IBM Process Mining to create a Project.
The Process Mining Project created from the simulated events can be used to gain business insights and
discover automation opportunities to improve the process you modeled in IBM Blueworks Live.

3.2.1 Create a Simulation

Click Simulation button

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 On Create new simulation scenario window for Simulation Title enter BACSimulation and then click
Confirm

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3.2.2 Initialize Simulation Parameters – Service Time
3.2.2.1 Why do we need to change Service Time?
The BPMN import transformation maps the Work Time (30) to Working time (30) but does not use Wait
time (10).
See the diagram below:

To make the simulation more accurate, you will need to set Service time (in IBM Process Mining) to the sum
of Work Time and Wait Time (from IBM Blueworks Live) as shown below:

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3.2.2.2 Change Service Time
Use the table below to set Service time for all activities:
Activity Service time
Request created 1 hour 20 min
Evaluating Request (NO registered letter) 40 min
Evaluating Request (WITH registered letter) 47 min
Request completed with customer recovery 15 min
Network Service Closure 1 hour 33 min
Authorization Requested 23 min
BO Service Closure 52 min
Pending Request for Reservation Closure 22 min
Pending Liquidation Request 11 min
Request completed with account closure 14 min

For example, enter 1 hour 20 for Request created

3.2.3 Initialize Simulation Parameters – Gateway

Optionally you can also change the gateway flow distribution ratios.
For example, for the first Gateway, you can change the default from 50/50 to 40/60

3.2.4 Run Simulation and Create a Project

The Simulation Settings section contains nine parameters that you can adjust as required. In this lab, we will
accept all the defaults except for Number of instances parameter.

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 For Number of instances enter 1000
This will generate 1000 Cases (instances) and, for each instance, a variable number of Activity Events
(enough events to complete a process instance).

Click Run Simulation

Note, the Simulation Engine generated 1000 process instances, generated Activity events for each Process
instance, and used the Execution and Wait Time settings we set for each Activity.

Click Create Project

Click Confirm

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This will open BACSimulation Project in the IBM Process Mining tool in the Model View.

3.3 Examine Generated Process Data

In this part of the lab, we will examine what data was generated by the simulation engine.
You will find enough data to conduct meaningful process mining activities!

3.3.1 Activity cost

Click Settings

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 Click Activity costs tab

Note that the cost values came from the Activity Settings in IBM Blueworks Live

On Settings window click Cancel

3.3.2 Frequency View

Note
• The event frequency is shown on the links. Recall that we set the summation count to 1000, and the first
Gateway was set by default to be split evenly at 33%, 33%, 34%. Hence the even path distribution
leading out of the first Activity: 330, 340, and 330.
• The Role (.i.e. [APPLICANT]) is shown.! It comes from the swim-lane definitions in IBM Blueworks Live.

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3.3.3 Duration View
Click Average duration

You should now see the Duration View similar to this. (Note, your color settings may be different from what is
shown in the screenshot below)

Note:
• Activity duration
• Wait times leading to activities
• Visual cues (arrow width and activity coloring) are based on the KPI settings in Project Settings.
(Note, your KPI settings may be different from what is shown in the screenshot below)

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3.3.4 Cost View
Click Cost

You should now see the Cost View. (Note, your color settings may be different from what is shown in the
screenshot below)

Notice that the role cost is not reflected.

Click Settings

Click Role cost tab and click +

For Profile select [DIRECTOR], for Value select 20 and then click Update button

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Note the changes of the [Director] role activities. (Note, your color settings may be different from what is
shown in the screenshot below)

The cost is now more realistic, and the color has darkened to reflect cost values exceeding EUR 12.0.

3.3.5 Variants
Click TWISTED-ARROWS button

Notice that the simulation generated event data that resulted in distinct process path variants.

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3.3.6 Social discovery capabilities
Click Activity map button

The simulation engine created 10 users and associated them with the Roles. Recall that the Roles originated
from swim-lanes in IBM Blueworks Live

Click the Social net button

Note the user distribution in the social model.

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3.4 Create Additional Events Using New Simulation Scenarios
In this part of the lab, you will learn how to add more data using different simulation settings.

3.4.1 Create new Simulation Scenario

Click BPMN button

Click Simulation button

For Add to select Exiting simulation; for Simulation Title select BAC Simulation; for Version Name enter
2; and then click Confirm button.

3.4.2 Change Simulation Scenario Parameters

Let's change some simulation parameters.
Change Number of instances to 1500

For all activities, change Staff availability from 1 to 10

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 Change Gateway: GW-XOR-14 Probability to 20 and 80.
Note that gateway names are generated randomly, so the names may differ from what you see in the
screenshots below.

Change Gateway: GW-XOR-15 Probability to 50, 30 and 20

Note that gateway names are generated randomly, so the names may differ from what you see in the
screenshots below.

3.4.3 Introduce Automation

One of the activities will be partially automated by RPA bots. We will reduce the number of people available
and add RPA Bots.
For Network Service Closure, change the Staff Availability to 1

Click RPA tab

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 For Robotic quote, enter 90, and for Number of robots, enter 22

3.4.4 Run the Simulation ad Import Simulation Data

We will now run the new simulation scenario to generate new events and conditionally import the new
events to the main model.
Click Run Simulation

This action generated the comparison between the original (A) and new simulation scenario (B).

Note that the above simulation result screenshot may differ slightly. Remember, the simulation uses
uniform distribution when generating events!
We now have two choices:
1) If we are not satisfied with the generated data, we can click the Return to scenario button and make
desired simulation parameter changes.
2) If we are satisfied with the results, we can click the Import button to add the generated events to our
main model.

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 Click Import

Note that now see 1500 more cases!

3.4.5 Managing Event Data

You can use the above technique to generate as many events as you need incrementally. Let's learn how to
manage the generated events.
Click Datasource

Click data sources

Click Simulated tab

Notice the BAC Simulation: 2 (version 20 data set. This is the data set you generated when simulating for the
second time. You can either include or exclude this data set in the Process Model. For example, simply
unselect the Include checkbox to get back to the original 1000 cases data set.
Also, if you like, you can also Delete this data set permanently.
Click Cancel

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3.5 Lab Summary
In this lab, you have learned how to use IBM Process Mining to simulate BPMN processes modeled in IBM
Blueworks Live. And how IBM Process Mining tool can generate event data required for most process mining
tasks that do not require business data beyond the primary process data such Activity Wait Times, Teams,
Users, etc.

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