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Roadmap to Developing a Workflow Process


Figure 8 depicts the development lifecycle for a workflow process.

Figure 8. Development Lifecycle for A Workflow Process

The steps for developing a workflow process include:

  1. Analyze. Analyze your business requirements and the rules and processes to be automated.
  2. Plan. Plan for building the workflow process,
  3. Build. Build the process by defining workflow objects in Siebel Tools. Example objects include the workflow process object definition, process properties, and workflow steps.
  4. Test. Test your workflow process to check that the objects and exception handling you defined meet the business requirements. This includes validating and simulating the workflow process, then verifying functionality.
  5. Deploy. Deploy your workflow process by publishing the workflow's object definitions from the repository tables to the run-time tables, then activating the workflow for use in the Siebel client.
  6. Migrate. Migrate the tested workflow process to the production environment. You can use a utility, such as ADM, REPIMEXP, or Import/Export.
  7. Monitor. Monitor and troubleshoot the migrated workflow process in the production environment.

Note that while the lifecycle illustrated is a linear flow, the typical development cycle of a workflow process is iterative.

Processes Involved in Developing a Workflow Process

To develop a workflow process, perform the following processes and tasks:

  1. Process of Analyzing Business Requirements
  2. Process of Planning a Workflow Process
  3. Process of Building a Workflow Process
  4. Process of Testing a Workflow Process
  5. Process of Deploying a Workflow Process
  6. Process of Migrating a Workflow Process
  7. Monitoring Workflow Processes in a Production Environment.
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