ProcessMaker 4.2
ProcessMaker API Documentation
ProcessMaker Examples
Deprecation Notices
Process Modeling Best Practices
Follow BPMN best practices to design dynamic business processes.

Overview

Follow these BPMN best practices to develop business processes that not only showcase a stunning design, but also help increase the efficiency of your organization.
For each example, the Bad Practice tab displays by default. Click the adjacent Good Practice tab to view the best practice to follow. These practices cover the following design aspects of a business process:

Scope of the Process

Before beginning the actual development of a Process, clearly define the scope of business requirements using the following guidelines:
  • Why: Clearly define the purpose of a Process. If the Process is replacing an existing one, document the problems encountered in the current Process. This will ensure that the new Process being developed resolves all issues currently being faced.
  • Who: Define the participants of your Process. This includes internal and external users and stakeholders.
  • What: Document the intended outcome of the Process. Define the expected results and the targets to be achieved.

Process Map

Process Naming Conventions

Use a descriptive name for a Process that concisely defines its purpose. Avoid using the name of your organization in the Process name, but instead highlight the business requirement the Process fulfills. When naming a child Process, use the parent Process's name to highlight the relationship.
Bad Practice
Good Practice
MyBank Loan Process
Residential Loan Application
The HR Process
Employee Onboarding
Training Sub Process for HR
Employee Onboarding - Training Request

Consistent Direction of Workflow

Maintain a consistent left to right direction for Sequence Flow elements and avoid crossing lines. This makes a Process map well organized and easily readable for all stakeholders.
Bad Practice
Good Practice
An inconsistent direction of flow makes it harder to comprehend the Process model.
A clear left to right workflow makes it easy for a viewer to understand the Process model.

Consistent Direction of Message Flow Elements

While it is recommended to use horizontal (left to right) Sequence Flow elements, use vertical Message Flow elements to send messages across different Pool elements.
A Process using horizontal Sequence Flow elements and vertical Message Flow elements.

Define a Default Workflow Path

Every Process must have at least one clearly defined default path. This is the path that an instance of this Process follows when there are no errors or exceptions. In ProcessMaker, an instance is called a Request. After defining a default path, configure alternate paths for error handling.
A Process showing a clear default path and some alternate paths for error handling.

Use Descriptive Labels

Use the Text Annotation elements to clearly label and define the purpose of different elements in a Process.

Use Sub Processes

Instead of creating one large Process with many Tasks, simplify Process design by dividing the Process into sub processes. This action not only helps design more efficient Processes, but also streamlines error handling and maintenance procedures for these Processes.

Pools and Lanes

Use Pool Elements

As a best practice, use at least one Pool element in a Process model. Organize BPMN elements within this Pool element to indicate the default and alternative workflow paths. Each Pool element in a Process model constrains workflow for an incident of that Pool element, called a Request. Moreover, it provides a concise workspace for Process Designers to organize all Process elements.
Bad Practice
Good Practice
Do not create a Process without at least one Pool element.
Use at least one Pool element in every Process.

Use Lane Elements

Lane elements clarify the participants in a Process and provide a pictorial representation of how tasks are distributed amongst teams or personnel in your organization. Each Lane element indicates a role, actor, or participant within the Pool element.
A Process with well-defined lanes effectively explaining the design.

Avoid Empty Lanes

Do not leave a Lane element within a Pool element empty. If steps do not fit into a Lane element, remove that Lane from the Pool element.
Bad Practice
Good Practice

Element Placement in Lanes

Place every element clearly within a Lane element. Process elements should not be placed on Lane boundaries.
Bad Practice
Good Practice
Do not place Process elements on Lane boundaries.
Every Process element must be clearly contained within the boundaries of its Lane.

Tasks

Task Naming Conventions

Use a descriptive name for all Task-type elements which clearly defines the work being performed in these Tasks. Task-type elements include Form Tasks, Manual Tasks, and Script Tasks. Follow these naming conventions:
  • Use a verb to describe the work to be done and a noun to describe the object on which this work is being performed. For example, Review Contract, Manager Approval and Send Booking Details.
  • If there is a need to use two verbs to describe the Task, consider splitting it into two Task elements.

Script Tasks

While dependent Script Task elements must run sequentially, run non-dependent Script Task elements in parallel to optimize time for each incident of that Process. An incident of a Process is called a Request.

Gateways

Gateway Naming Conventions

Use descriptive names for Gateway elements to help clarify their purpose and their role in the business logic of a Process. Follow these naming conventions:
  • Use a verb to describe the action, a noun to describe the task or subject and a question mark to indicate a pending decision. For example, Application Approved? and Resend Notifications?
  • Use a brief interrogative statement to clarify the purpose of a Gateway. For example, Is Start Date > 30 days?
A Process showing correctly named Gateways

Use Gateways for Business Decisions

Use a Gateway element whenever a business decision requirement occurs in the Process workflow.
Bad Practice
Good Practice
Absence of Gateway elements makes the Process look disorganized.
Proper use of Gateway elements for branching makes the Process flow clear and organized.

Use Separate Gateways for Splitting and Joining Workflows

Use one Gateway element to split the Process workflow and another to join it. Do not divert the workflow back to the splitting Gateway element. Moreover, use the same Gateway-type element to split and join. For example, when using a Parallel Gateway element to split workflow, use the same type of Gateway to join it.
A Process using Parallel Gateways to split and join the Process Flow.

Events

Use Start and End Events

Every Process must have at least one Start Event element and one End Event element to clearly define the beginning and the culminating elements of a Process.
Bad Practice
Good Practice
This Process is incomplete without an End Event element.
The presence of Start and End Event elements clearly define how/when the Process starts and ends.

Multiple Start and End Event Elements

When using more than one Start or End Event element in a Process, name them uniquely to clarify their purposes.
Bad Practice
Good Practice
Using the same name for multiple Start Events creates confusion regarding their purposes.
Multiple Start Event elements in this Process have been labelled uniquely to depict their purposes.

Process Documentation

Write Process Documentation

Use Text Annotation elements to provide a brief notation for general descriptions, Process logic, and exception handling. However, Text Annotation elements should be used in moderation and for brief information only. For detailed information about Process elements, use the features available through the Documentation package.