Model a Business Process Diagram

Holocentric Modeler supports multiple notations and styles of Business Process Modelling, some commonly used notations are:

  • Swimlane Notation - a conventional layout where is process role is represented as a lane on the diagram, with process steps and decision points represented as boxes and diamonds
  • Graphical Notation - a free flowing layout where process roles are represented as a person icon proceeding each process step they initiate
  • Process Analysis Notation - similar to the Swimlane layout,  but where the time and cost metrics for each process step are presented on the diagram to assist users who are conducted process analysis and improvement

Note: This article assumes you are using the Swimlane Notation

To create a new business process diagram

1. Within the Library Explorer – Catalog view, click on the New Item icon

2. Hover over Business Process, and click on Business Process Diagram

3. Give your new Business Process Diagram a name, then click the OK button

4. Click on the Main area to place the Business Process Diagram

5. To specify the role or position who initiates the process:

a.       Click on the New Process Performer Lane toolbox item

b.      Click the New Item icon

c.       Select whether to create a new Process Role or Position

d.       Specify the name of the new Role or Position, and provide a description, then click OK

e.      Click the ~No Role~ lane to assign your new role or position

6. Add a start point for the diagram, click the New Start Point toolbox item and then click on the lane

7. To add a process step:

a.      click the New Process Step toolbox item

b.      Specify a name and description for the new process step and click OK

c.       Click on the diagram to place the new process step

8. To connect the start point to your process step:

a.       click the New Sequence Flow toolbox icon

b.      click the start point, then click on your new process step

9. To create additional process performer lanes:

a.       Click on the New Process Performer Lane toolbox item

b.      Click the New Item icon

c.       Select whether to create a new Process Role or Position

d.       Specify the name of the new Role or Position, and provide a description, then click OK

e.      Click on the diagram canvas

10.  Repeat steps 6 and 7 to connect your process steps

11. To incorporate a decision point, simply create a process step and set the Is Decision Point flag to Yes