GERA: Generalised Enterprise Reference Architecture. {. Hardware. Software. Instantiation. Management. Customer service. Human. Machine. Life-cycle.
Enterprise Modelling and Integration: Current Status and Research Perspectives F.B. Vernadat MACSI/INRIA & LGIPM, University of Metz, France
CAD, CAE, CAD/CAM, Factories of the Future, CE, CIM, ...
CIM is dead ! Long live EI ... F. Vernadat, Université Metz, France
Current Business Trends
QCD
Globalisation of economies Focus on customer satisfaction Time-based & price-based competition Lean management / Autonomous units Total quality management Agility Networked (extended/virtual) enterprises
F. Vernadat, Université Metz, France
New trends Fact: world-wide availability of - information/knowledge - technology - capitals ==> Increased Reactivity ==> Better Management of Change ==> Creativity and Innovation ==> Focus on People & Knowledge Mgt F. Vernadat, Université Metz, France
New Needs Systems interoperability Process management & co-ordination Teamwork & CSCW of autonomous units in networked organisations Model-based engineering & operations
==> Enterprise Modelling and Integration (EMI) Technology F. Vernadat, Université Metz, France
Enterprise Modelling and Integration: Myth or Reality? Enterprise Engineering and Integration Definitions Frameworks Architectures Standardisation EMI Trends and R&D Needs Conclusion F. Vernadat, Université Metz, France
EMI Definitions Enterprise Engineering & Integration - to engineer = to design, plan, evaluate and test, or revise current operations - to integrate = to remove boundaries
Enterprise Integration (EI): deals with increasing interoperability among people, machines and applications to enhance synergy within an enterprise (or a network of enterprises) to better achieve business objectives (or mission) Has technological and organisational dimensions
Keys to EI = business process communication, co-operation and co-ordination
F. Vernadat, Université Metz, France
EMI Definitions (cont'd) EI = to provide the right information at * the right place and * the right time!
F. Vernadat, Université Metz, France
EMI Definitions (cont'd) and to enable communication between * people, * machines and * computers observe understand Customer influence simplify and with Orders * customers and Products supplier * suppliers monitor & control Material Orders
F. Vernadat, Université Metz, France
EMI: The Needs Business world
IT world
Process model
Manufact. Appli. Organization model
Legacy Appli. (Business Processes) F. Vernadat, Université Metz, France
Business language
Network
Product model
Computer
Prod. Conf. Mgt. Appli.
INTEGRATION PLATFORM
Des. & Eng. Appli.
External networks Middleware
Basic IT services
AIT View of EI
Supply-chain representation
supplier factory F. Vernadat, Université Metz, France
stock area customer
EMI: The Problem Modeling Framework
Organisation/ Economic aspects
Human aspects
Enterprise Model (Semantic Unification)
concepts
concepts Physical Flow
System A
System B (Information Flow) Information Flow
Technical aspects F. Vernadat, Université Metz, France
Integrating Infrastructure (IIS)
Co-ordination aspects
EMI: Integration Levels CIM/EI Integration levels BUSINESS INTEGRATION ENV 40 003
Coordination
CIMOSA
GERAM
CALS
Organisation and human aspects
APPLICATION INTEGRATION
Co-operation
BP/workflow execution engines/CSCW EDI/EDIFACT STEP/PDES HTML SQL/OQL/ODMG KQML/KIF PIF WPDL Integration services OPAL AIT-IP
PHYSICAL SYSTEM INTEGRATION OSF/DCEOMG/CORBA Internet/WWW
Communication ISO-OSI F. Vernadat, Université Metz, France
TCP/IP
ASI
ATM
Fast Ethernet
CIM/EI Evolution
Enterprise Engineering (EE)
EE deals with the design/redesign and optimisation of the operations and organisation of business entities EE either concerns the reengineering of: – operative part (physical architecture) – information and control part (logical archi.) – human part
of business entities (e.g. business processes, application systems, plants, enterprise, network of enterprises) F. Vernadat, Université Metz, France
Enterprise Life Cycle Life-cycle stages activity types
Identification
Conceptualisation Requirements
Preliminary design Design
Detailed design
Implementation Operation Decomissioning
GERA Life-Cycle Concept F. Vernadat, Université Metz, France
Enterprise Life History Life-cycle stages activity types
Identification Enterprise Concept
Engineering Projects
Requirement Redesign continuous improvement project
Design Implementation
Operation Decommission
Enterprise Operation
Decomissioning project Time (Life History)
F. Vernadat, Université Metz, France
Enterprise Modelling (EM)
EE relies on Enterprise Modelling (EM)
EM is the art of externalising enterprise knowledge which can be reused or adds value to the enterprise
EM describes various aspects of enterprise structure, behaviour and organisation
F. Vernadat, Université Metz, France
Modelling Views
Functional Model
Organisation Model
ABC Enterprise
Information Model
Resource Model
Economic Model F. Vernadat, Université Metz, France
Added Value of EM The four essential goals of Modelling, i.e.: to understand to learn (what-if scenarios) to experiment (analyse, compare, test, evaluate performances, decide) to operate govern developments in Enterprise Modelling Major advantage: to build a common consensus on how enterprise operations work (or should work) F. Vernadat, Université Metz, France
What needs to be modelled? - Products and material flows - Business Processes - Technical resources - Data/Information/Knowledge - Organisation/Decision levels & centers - Human roles and aspects - Costs -…
F. Vernadat, Université Metz, France
Enterprise Modelling Process Design/Reengineering Phase
AS-IS model
Conceptual Model of existing system
Transformation
Conceptual Model
of future system Conceptual Level
Existing System
Real-world Analysis Phase
Reengineered System Implementation Phase
Rule: Must rely on a participative approach F. Vernadat, Université Metz, France
TO-BE model
PERA (Purdue Enterprise Ref. Architecture) An Enterprise Consists of 3 Major Concepts Enterprise Definition
Enterprise Physical Syst. & Facilities
People
Enterprise Logical Systems
Enterprise Dissolution F. Vernadat, Université Metz, France
PERA (Purdue Enterprise Ref. Architecture) The PERA Model Combines these 3 Concepts in a Systematic "Phased" Approach 1
Feasibility Study
2 3
Policies Req'ments Functions Flow Diags
5 7 9
4 6
Enterprise Definition
8 10
Conceptual Engineering
12
11
13
Prelim. Engineering
14
15
16
Detailed Engineering
17
18
19
Construction
20
21
22
23
24
25
Human Roles
Enterprise Logical Systems
Facility & F. Vernadat, UniversitéEnterprise Metz, France Phys. Syst.
Operations & Maintenance
Decomissioning Enterprise Dissolution
Fundamental types of flows
Material flows (e.g. products, parts, …) Information/decision flows (e.g. data, doc.) Control flows (or workflow)
F. Vernadat, Université Metz, France
Flow Superposition
Event Activity
Object Business Process 1 EV2
EV1
Resource
FINISH START
Business Process 2 EV2
FINISH START
F. Vernadat, Université Metz, France
Workflow systems
F. Vernadat, Université Metz, France
Business Process Example (CimTool by CimOsa/RG) Start
CdCTechniqueOrgane CdCDone
DécompositionEnPièces
LancerEtude
EtudePièce ResteAfaire EtudesPiecesFaites
Montage/AssemblageOrgane MontageOk
ValidationOrgane ValidationOk
DossierTechniqueOrgane DossierTerminé
Finish
F. Vernadat, Université Metz, France
@PièceSuivante
Enterprise Activity Example ENTERPRISE ACTIVITY Name: TechnicalFileRealisation INPUTS: Function Input: PartDrawing TestReport Control Input: Resource Input: ProjectLeader OUTPUTS: Function Output: TechnicalFile Part-OCM Control Output: Resource Output: Required Capabilities: Ending Statuses: Complete, Incomplete, Canceled F. Vernadat, Université Metz, France
Essential Control Flows (structured processes) Sequence:
Conditional Branching:
Parallelisation: (sync. or async.)
Rendez-vous:
Loop: F. Vernadat, Université Metz, France
Additional Control Flows (ill--structured processes) AND AND-case:
A
B
C
D OR
OR-case:
A
B
C
D XOR
XOR-case:
F. Vernadat, Université Metz, France
A
B
C
D
Process vs. Resource Behaviour Chains of Activities
Processes
Capabilities/ Competencies
Fonctional operations Operations & States
Machines F. Vernadat, Université Metz, France
What has to be done
Resources (agents)
Applications
The doers
Humans
Process vs. Resource models CustomerCreation OEC
OrderProcessing FINISH
NCO event p1 p2 START
Process Model
OPS
OrderEntry OrderProcessing
OEC: OrderEntryClerk OPS: OrderProcessingSystem
p1 + p2 = 1 In
Start (CC) and not (Start (OE)) Create Customer (CC)
Out
Look for work to do
End (CC) Start (OE) Order Entry (OE)
Start (DR)
Receive Order
Resource Model
End (DR) Out of work
Daily reporting (DR)
End (CCu)
Check Customer (CCu)
Check Order F. Vernadat, Université Metz, France
CIMOSA Modelling Approach Developed by EP Consortium AMICE (86-94) Based on an event-driven process-based modelling approach CIMOSA views any business entity as:
a large collection of concurrent business processes triggered by events a large collection of interacting functional entities (human or technical agents)
F. Vernadat, Université Metz, France
CIMOSA Principles Instantiation of Building Blocks Generation of Views
Organisation View Resource View
Information View Function View
What
How
Requirements Definition Model
Reference Architecture Generic Constructs
Partial Models
Design Specification Model
Particular Model Implementation Description Model
Do CIMOSA Cube F. Vernadat, Université Metz, France
Derivation of Models
CIMOSA Modelling Constructs Triggers Process
Event
Made of Responsible for
Has Activity
Object View input/output
Responsible for
Requires Capability/ Competency Set F. Vernadat, Université Metz, France
Organisation Unit
Provides
Resource
CIMOSA Modelling Vision DM1
DM3
DP3.1 DP3.2
DP1.1
Events & Results DM2
Legend: DM = Domain DP = Domain Process BP = Business Process EA = Enterprise Activity BRS= Behavioural Rule Set
DP2.1 DP2.2 DP2.3 DP 2..1
Control I/O
EA1
BP2.1.1
Event1
BP2.1.2
DP2.1 EA1
BRS EA4
EA3
EA4
F. Vernadat, Université Metz, France
EA5
Function Input
EA4
EA5
Event2 EA2
Result a
EA2
EA3
Result b
Resource I/O
Function Output
The CIMOSA enterprise model
Order
Order
Reality Product
Material
Enterprise
Method Tool
CIMOSA Enterprise Model DP 2.1
DP2.1 Event1
DM2 DP2.1 DP2.2
DP2.3
BP2.1.1 EA2
F. Vernadat, Université Metz, France
EA1 EA3
BP2.1.2 EA4
EA5
Event2
EA1
BRS EA4
Result a
EA5 EA2
EA3 Result b
CIMOSA Model
Example Customer
Order
BP1 Administration Invoice Events & Results
BP3 Quality Assurance
Customer Product
BP2 Manufacturing
Shop Floor Order a
Shop Floor Order b
EA1 machining
EA3 store Purch. Parts
EA2 painting
Product a
EA4 assembly
BRS
Shop Floor Order b Supplier
BP = Business Process EA = Enterprise Activity BRS = Behavioural Rule Set F. Vernadat, Université Metz, France
Product b
Order Status
Parts Purchased Parts
EA4 assembly
Assembly Resources
Product b
Resource Status
Networked enterprises Organisation Center B
Organisation Center A
Data Center
Organisat. Unit (ctrl flow)
Human agents
F. Vernadat, Université Metz, France
Information and control flow
Physical agents
Physical flow
Organisat. Unit (ctrl flow)
Physical agents
Data Center
Human agents
The extended enterprise and its relations Supplier Order
Order Customer
Material
Reality
Enterprise
Product
Method Tool
CIMOSA Extended Enterprise Model DM3 Supplier Order
DM1 Customer =
DP1.1
Product
DM2 Enterprise Order
F. Vernadat, Université Metz, France
Material
DP2.1 DP2.2
DP2.3
DP3.1
DP3.2
CIMOSA Model
The virtual enterprise and its relations Supplier
Order
Order Customer
Reality
Material Product
CIMOSA
Virtual Enterprise
Method Tool
Virtual Enterprise Model DM1 Order
=
DP1.1
Order
Events & Results
DM3 DP3.1
DM2
Product
F. Vernadat, Université Metz, France
DP2.1 DP2.2 DP2.3
DP3.2
CIMOSA Model Material
CEN ENV 12 204 Enterprise Modelling Constructs between
ENTERPRISE OBJECT
state of view of
RELATION
OBJECT STATE
can play the role of
type of BUSINESS PROCESS
OBJECT VIEW involved in ORDER
RESOURCE
used in
SEQUENCING RELATIONSHIP
employs
combined by
PRODUCT
ORGANISATION UNIT
provides CAPABILITY SET
F. Vernadat, Université Metz, France
ENTERPRISE ACTIVITY
required by
used in
EVENT
GERA: Generalised Enterprise Reference Architecture Generic Partial
Views {
{
{
} Particular
Subdivision according to genericity
Instantiation Identification
Customer service
Concept
Management and control
Requirements
}
Subdivision according to purpose of activity
}
Subdivision according to physical manifestation
}
Subdivision according to model content
}
Subdivision according to means of implementation
Software Hardware
Preliminary design Design
Resource Organisation Information Function
Detailed design Implementation
Operation Decommission
Life-cycle phases F. Vernadat, Université Metz, France
Machine Human Reference Architecture
Particular Architecture
EMI: Standardisation Effort ISO TC 184/SC5/WG1: ISO IS 14258 Rules and Guidelines for Enterprise Models ISO DIS15704 Requirements for Enterprise Reference Architectures
CEN TC 310/WG1 ENV 40 003 Framework for Enterprise Modelling ENV 12 204 Constructs for Enterprise Modelling ENV xxx: Integrating Infrastructure to support Model Enactment
IFAC IFIP Task Force GERAM (Generalised Enterprise Reference Architecture and Methods) (Appendix to ISO DIS 15704) F. Vernadat, Université Metz, France
EMI Standardisation Road-map (CEN + ISO) IS 14258 Rules and Guidelines for Modelling
FWI: Rules and Guidelines for Infrastructures
Related Standards
ISO WD 15704: Requirements for Enterprise Reference Architectures and Methodologies State of the Art: GERA, ENV 40003 Modelling Framework)
FWI: Process
Repr.
ENV 12204 Constructs for Mod. FWI: Icons for Mod. Constructs FWI: IT rep. for Mod. Constructs
F. Vernadat, Université Metz, France
FWI: Human related Representations
FWI: Infrastructure Framework - State of the Art: EMEIS
FWI: Human Roles
FWI: Model Developm. Services
ISO 14000
FWI: Human Skills
FWI: Model Execution Services
ODP
FWI: (Human Behaviour?)
FWI: General IT Services
ISO 9000
others (tbd)
EMI: Results achieved so far Early CIM Programmes: - IPAD, ICAM, CAM-I, GRAI - PDES, STEP/EXPRESS IiM and EI Programmes: - CALS (EDI + STEP + HTML) - AMICE, CNMA, EIP, NIIIP, NGM, AIT IMS Programme ICEIMT EU-US Initiative (92, 97)
F. Vernadat, Université Metz, France
Enterprise Modelling Results IDEF suite of methods (IDEF3) CIMOSA, PERA & GIM Others: ARIS (Scheer), IEM (IPK), ... TOVE Ontologies (Toronto) Yu's organisational model (Toronto) Factory Data Model (LUT) ... ==> Workflow Mgt Systems & EM Tools
(ARIS ToolSet, IBM Flow Mark, FirstSTEP, PrimeObject, NCR Metis...) F. Vernadat, Université Metz, France
EM: What's the Problem? of languages DIVERSITY
Tower of methods of Babel of tools situation
Poor semantics of EM construct def. ==> UEML standard (Unified Enterprise Modelling Language) F. Vernadat, Université Metz, France
Enterprise Integration Results CIMOSA IIS (ESPRIT AMICE) CIM-BIOSYS (LUT) AMBAS (FAW) CCE-CNMA (ESPRIT) PACT and SHADE (Stanford) AIT-IP, AIT-OPAL (ESPRIT) EIF, NIIIP (US) ==> OSF/DCE & OMG/CORBA
F. Vernadat, Université Metz, France
CIMOSA-IIS Machine Dialogue
Business Process Control
Human Dialogue Application Dialogue
Naming
COMMON SERVICES request
response
F. Vernadat, Université Metz, France
System Wide Data
Resource Management
PRESENTATION SERVICES
Communic ation
BUSINESS
Ac tivity Control
Data Management INFORMATION SERVICES
SERVICES
Registration
Security
Time
OMG CORBA Framework OMA
Application Objects
Common Facilities
Object Request Broker
Object Services Object Implementation side
Client side
Legacy system C++
Ada C C++ client
F. Vernadat, Université Metz, France
IDL
CORBA
IDL
C Object Implementation
AIT-IP (EP 22148) Actor Directory
Information Model
BSA
GES
Systemwide Actor Directory Mgt Services
AFE
Systemwide Information Mgt Services
Integration Platform Software Bus (CORBA)
MFE
HFE
DFE
Exchange Protocol (e.g. MMS)
Virtual Terminal Management
Database Engines (SQL, OO, ...)
F. Vernadat, Université Metz, France
CFE Network Management (e.g. TCP/IP)
AIT OPAL (EP 20377) Execution Environment
WWW-Browser MRP CAD PDM Native API
User defined (high level) applications
Encapsul. modules
Business process / virtual folder desktop
Hypermedia facilities Bus. process Virt. folder interpretor system serv.
Central services
Middleware (request broker)
Development Environment
Repository (Meta Model) services
F. Vernadat, Université Metz, France
WPDL Tools to define business processes
STEP-EXPRESS Tools to define data models and instance editor
EI: What's the Problem? No off-the-shelf Plug & Play solution Lack of stable standards (mostly de facto standards) Poor support for process coordination in large distributed envts
Encapsulation of legacy systems can hardly been made systematic F. Vernadat, Université Metz, France
Research Agenda Item 1: Meta-models and meta-meta models UEML (Unified Enterprise Modelling Language) ==> standard interface for any EM tool must be strongly business user-oriented requires semantic definition of constructs EM ontologies ==> formal definition of fundamental EM concepts (still to be developed) Common vision of EMI in industry ICEIMT 97 & IEMC 99 F. Vernadat, Université Metz, France
Research Agenda Item 2: Component-based enterprise engineering (CBEE) towards the digital model of the enterprise the way for the future of EE - "components" or "patterns" are not software modules - they are knowledge chunks ==> knowledge management Serious issues: for business users: model maintenance (wrt ent. evolution) for tool builders: model configuration management for component vendors: to provide component models CEN TC 310 / IFAC-IFIP TF F. Vernadat, Université Metz, France
Research Agenda Item 3: EM-based Modelling and Simulation Tools Goals: to support distributed communicating processes to analyse co-odination mechanisms (supply-chains, extended/virtual enterprises) based on UEML Needs: reconfigurable architectures agent-based distributed simulation techniques F. Vernadat, Université Metz, France
Research Agenda Item 4: Organisational and socio-cultural aspects organisational structures (virtual enterprise, extended enterprise, network enterprise) communication practices among agents may have influence on process execution human roles and competencies "soft issues" (human behaviour, beliefs, commitment, obligation, trust, ...) ICEIMT 97 & IFAC 99 F. Vernadat, Université Metz, France
Research Agenda Item 5: Model interoperability ==> How to formalise model properties such as: completeness? consistency? coherency? ambiguity? quality? fitness to objectives? These are fuzzy properties because: enterprise engineering is not a «closed-world» common-sense, if considered, is hard to formalise freedom is left to define exceptions non determinism is allowed world is made out of fragments; distributed real-world F. Vernadat, Université Metz, France IEMC 99
Conclusion
EM and EI: a reality in many companies, but so far not fully satisfactory
EM take-over by industry has been longer than expected
EI not receiving enough R&D attention
EM & EI largely ignored by SME's
F. Vernadat, Université Metz, France
Any questions?
F. Vernadat, Université Metz, France