pp108 : Modeling an Organization Structure

Modeling an Organization Structure

This topic provides an overview on Organization Modeling.


In order to implement organizational control, business process management systems maintain a model of the surrounding organizational structure. This model is typically kept separate from the process model, which focuses on the sequence of activities within a process. This explicit separation between a process model on one side and a resource model on the other side fosters the separate evolution of both models, since the life-cycle of the resources within an enterprise typically varies from the life cycles of the enterprise's processes. In addition, the separation enables process flow designers to create process models that are independent of changes in the organizational structure of the enterprise, adding to their robustness.

An Organization model, also commonly referred as a Resource model, contains the definition of human and technical resources that are involved in the execution of a business process model as process participants. A resource (also known as actor, performer or process participant) is an entity that is assigned to a process activity and is requested at runtime to perform work in order to complete the objective of the activity. Resources and process activities are linked through organization roles.

An Organization model comprises Organization Units such as departments (permanent units) or project teams (temporary units), the human resources and their roles, as well as the specific relationships the resources hold amongst themselves, expressed in the form of organization hierarchy. For example, when a resource is reporting to a senior resource at a higher organizational level, they have a direct reporting relationship. Similarly, a resource may have a number of subordinates for whom they are responsible and to which each of them report. A resource may also have a delegate which is an alternate human resource to which they can assign work items previously assigned to them.

While the organization model is a structured representation of organization entities, it should be noted that both this model as well as the elements contained therein follow a life cycle and change over time. Therefore, a business process management system not only needs to provide a mechanism to represent the organizational elements involved in the execution of workflow, but it also needs to provide mechanisms for continuous change within these elements. This includes support for auditing of changes in the organization models, authorization of changes, and controlled deployment of models for runtime use during work assignment.

  • It is important from a business modeling point of view to have an organization picture in the total modeling concept. Business Consultants want to use organization modeling during the business modeling process to model positions, users, teams, departments and relationships.
  • For Human Workflow, it is important to define teams, users per team, user hierarchy (who is manager of whom) to handle work dispatching, work escalations and worklist authorization in the right way. To be able to use this information in the runtime an organization model can be deployed. For this purpose organization units can be interpreted as teams so that these units can be defined and used for the purpose as described above. To be able to use an organization model for work dispatching, work escalations and worklist authorization the organization model can be deployed so that the information is available in the runtime.
    An organization model can contain the following components:
  • Organization units (dependent, independent and assistant units)
  • Organization resources (roles and users)
  • Organization relationships (informal, hierarchical)
  • Sub-diagrams

    Process Platform Organization Model provides user-friendly graphical maintenance of the different entities as mentioned above. Additionally, it provides auditing of changes through revision management, authorization and controlled deployment through the model published to runtime. As described above, three different organization unit types are available, a dependent unit type, an independent unit type and an assistant unit type. A user can add custom unit types by performing the task create an organization unit type

    Given below is the list of tasks that you need to perform to model an organization:

  • Creating an Organization Model
  • Defining an Organization Model
  • Attaching roles and resources to organization units in a diagram
  • Publishing an Organization Model to Run Time
  • Packaging and Deploying An Organization Model
  • Using Team in a Business Process Model

Related tasks

Creating an Organization Model
Creating an Organization Unit
Creating an Organization Unit Type
Defining an Organization Model
Publishing an Organization Model to Run Time
Packaging and Deploying An Organization Model
Creating a Work List
Using Team in a Business Process Model
Integrating an Organization Unit within a Business Process
Assigning Teams to Users
Attaching Roles and Resources to Organization Units