A configurable reference modelling language,☆☆

https://doi.org/10.1016/j.is.2005.05.003Get rights and content

Abstract

Enterprise Systems (ES) are comprehensive off-the-shelf packages that have to be configured to suit the requirements of an organization. Most ES solutions provide reference models that describe the functionality and structure of the system. However, these models do not capture the potential configuration alternatives. This paper discusses the shortcomings of current reference modelling languages using Event-Driven Process Chains (EPCs) as an example. We propose Configurable EPCs (C-EPCs) as an extended reference modelling language which allows capturing the core configuration patterns. A formalization of this language as well as examples for typical configurations are provided. A program of further research including the identification of a comprehensive list of configuration patterns, deriving possible notations for reference model configurations and testing the quality of these proposed extensions in experiments and focus groups is presented.

Introduction

Enterprise Systems (ES) offer business solutions for typical functional areas such as procurement, materials management, production, sales and distribution, financial accounting and human resource management [1], [2]. These functions are typically individualized for countries and industries, e.g., automotive, retailing, high-tech. Such off-the-shelf-solutions require configuration before they can be used in the individual context of an organization.

As an approach to improve the understandability of these systems and to stress the process-oriented nature of their solutions, ES vendors have developed application reference models which describe the processes and structure of the system. ES reference models exist in the form of function, data, system organization, object and business process models, although the latter are by far the most popular type.

Current reference models, however, are based on conventional modelling languages that have been developed for the design of enterprise-individual models. Thus, they are not able to adequately depict possible system configurations. Even further, they do not provide decision support regarding the selection of relevant variants. Current application reference models “just” depict the sum of all possible system capabilities and cannot sufficiently deal with the requirement of optionality.

This paper contributes to this area by extending an existing process modelling language used in the by far most successful Enterprise System (SAP) with configurable elements. Thus, it becomes possible to clearly highlight the required decisions which have to be made at build-time, i.e., during the individualization of the generic models.

While our selection of the process modelling language has been driven by its popularity in the relevant ES modelling practice, the proposed extensions can be easily adapted to other modelling techniques (e.g., UML or Petri-Nets). Furthermore, we contribute to the area of ES modelling by providing a comprehensive list of criteria, which have to be satisfied by configurable process modelling languages.

This paper is structured as follows. Section 2 provides an overview of the characteristics of application reference models and gives an example for such a model (the so-called EPC model) and its current shortcomings. Section 3 outlines the research problem and the research methodology. Section 4 lists the requirements for a configurable reference modelling technique. Section 5 first formalizes the notion of Event-Driven Process Chains (EPCs), followed by a presentation of Configurable EPCs (C-EPCs). This paper ends with a section on related work, a brief summary and a discussion of future work.

Section snippets

Reference models

Reference models are generic conceptual models that formalize recommended practices for a certain domain [3], [4], [42]. Often labelled with the term ‘best practice’ reference models claim to capture reusable state-of-the-art practices [5], [6]. The depicted domains can be very different and range from selected functional areas such as financial accounting or Customer Relationship Management to the scope of an entire industry sector, e.g., higher education.

The main objective of reference models

Research problem and research methodology

The existence of reference models highlights a difference from the traditional software development process. Instead of starting from scratch and continuously adding functionality, ES solutions require a continuous narrowing down of the scope of the system. This process starts with the “big picture”, which is then reduced to the relevant part. Reference models can be used as a description of this big picture. It is necessary to select the necessary functions and to decide during the

Requirements for a configurable reference modelling technique

Reference modelling languages have to be configurable. A configurable modelling language is characterized by its capability to support decisions at build time, i.e., the model user can individualize the model by selecting from alternative options before instances will be derived from it. This means that they should not only capture decisions on an instance level, but also on a type level. Unlike decisions on an instance level, i.e., at run-time, decisions on a type level, i.e., at build time,

Configurable Event-Driven Process Chains (C-EPCs)

Before introducing C-EPCs, we first formalize the notion of the classical EPC. Then C-EPCs are introduced and formalized followed by a definition of their semantics and a discussion on partially configured C-EPCs. The section is concluded by some reflections on the requirements stated in the previous section.

Related work

This area of research can be divided into requirements engineering for the development of ES [29], [30] and requirements engineering for the configuration of ES. The latter one is the focus of this paper. Academic contributions in this field are still the exception.

Soffer et al.'s [31] suggestions on ERP modelling can be regarded as the closest to our proposed ideas. The goal of their paper is to determine what language is most appropriate for representing ERP system capabilities. Following the

Conclusion and outlook

Reference models have been defined in this paper as reusable conceptual models that depict recommended structures and processes. One main class of reference models are application reference models that document the functionality of off-the-shelf-solutions. Reference modelling languages face specific requirements regarding the configuration of these models. However, current models such as the SAP reference models (and other ES reference models) are designed using modelling languages that do not

References (42)

  • W.M.P. van der Aalst

    Formalization and verification of Event-Driven Process Chains

    Informat. Software Technol.

    (1999)
  • W.M.P. van der Aalst et al.

    Inheritance of workflows: an approach to tackling problems related to change

    Theor. Comp. Sci.

    (2002)
  • T. Basten et al.

    Inheritance of behavior

    J. Logic Algebraic Program.

    (2001)
  • P. Soffer et al.

    ERP modeling—a comprehensive approach

    Inform. Systems

    (2003)
  • H. Klaus et al.

    What is ERP?

    Inform. System Frontiers

    (2000)
  • M. Rosemann

    ERP software: characteristics and consequences

  • P. Fettke et al.

    Classification of reference models—a methodology and its application

    Inform. Systems e-Business Manage.

    (2003)
  • U. Frank

    Conceptual modelling as the core of the information systems discipline—perspectives and epistemological challenges

    Proceedings of the America Conference on Information Systems—AMCIS ’99, Milwaukee

    (1999)
  • L. Silverston, The Data Model Resource Book, volume 1, A Library of Universal Data Models for All Enterprises, revised...
  • L. Silverston, The Data Model Resource Book, volume 2, A Library of Data Models for Specific Industries, revised...
  • P. Bernus

    GERAM: Generalised Enterprise Reference Architecture and Methodology

    (1999)
  • J. Becker, M. Kugeler, M. Rosemann (Eds.), Process Management, Berlin,...
  • M. Rosemann

    Application reference models and building blocks for management and control (ERP systems)

  • T. Curran et al.

    SAP R/3 Business Blueprint: Understanding the Business Process Reference Model

    (1997)
  • J.A. Gulla et al.

    On the challenges of business modeling in large scale reengineering projects

    Proceedings of the Fourth International Conference on Requirements Engineering, Schaumburg, IL

    (2000)
  • M. Rosemann

    Using reference models within the enterprise resource planning lifecycle

    Australian Accounting Rev.

    (2000)
  • M. Verbeek

    On tools & models

  • T. Forsberg et al.

    Process Modeling in ERP Projects—a discussion of potential benefits

    Intentia R&D

    (2002)
  • G. Keller et al.

    Semantische Processmodellierung auf der Grundlage Ereignisgesteuerter Prozessketten (EPK), Veröffentlichungen des Instituts für Wirtschaftsinformatik, Heft 89 (in German)

    (1992)
  • A.-W. Scheer, ARIS—Business Process Modelling, third ed., Berlin,...
  • W.M.P. van der Aalst et al.

    On the semantics of EPCs: a vicious circle

  • Cited by (0)

    Recommended by M. Lenzerini.

    ☆☆

    This research project is financially supported by SAP Research.

    View full text