2. Related Work
In recent years, many approaches, extensions, and notations for handling IoT-aware business processes have been developed. The evaluation of related work is based on a literature study regarding the topics of the
Internet of Things,
business process management,
business processes,
IoT-aware business processes,
cyber-physical systems, and
wireless sensor networks. Moreover, this study is complemented by various literature surveys on these topics [
16,
25,
26,
35,
36,
37,
38,
39,
40,
41].
Ref. [
16] explores the integration of the IoT in business process management through BPMN 2.0. It further provides an overview of the IoT paradigm, differentiating between sensors and actuators, and discusses the integration of the IoT with business processes. Moreover, this paper reviews the current BPMN 2.0 modeling elements that could support IoT modeling and execution such as scripts, services, and business rule tasks, events, resources, and data handling approaches. However, the authors acknowledge the need for further development of the BPMN 2.0 notation to fully support IoT process modeling, configuration, and execution.
Ref. [
18] introduces a methodology for managing IoT devices within controlled environments and agriculture using a BPMN-based approach. This method employs the BPMN script task to facilitate both push and pull interactions with IoT devices, proposing an intricate architecture. Additionally, the approach suggests a system for monitoring IoT-aware business processes through a web framework built on Python with the Django framework.
Refs. [
30,
31,
32] advocate for applying the BPMN standard in documenting aspects of wireless sensor network (WSN) applications, where Java and C# codes are produced and executed on the Mote Runner WSN platform. This involves converting BPMN 2.0 process models into executable code using specific patterns.
The
uBPMN [
28] extension enhances BPMN 2.0 with additional task types for comprehensive IoT device interaction, including tasks for sensing, reading, image processing, audio processing, and general data collection from ubiquitous technology (e.g., NFC, tags, magnetic stripes, and RFID). uBPMN also introduces IoT-driven data and context objects for a more nuanced representation of IoT data and contexts.
Ref. [
19] focuses on utilizing BPMN 2.0 for modeling business processes and converting these models into Guard-Stage-Milestone (GSM) artifacts for deployment on smart objects, necessitating a distinct infrastructure setup. Ref. [
20] recommends employing the BPMN resource class for integrating IoT devices as data objects and the BPMN performer class for specifying the IoT devices in the process. The BPMN 2.0 process models are then converted into executable code for the Callas platform, enabling IoT device operation.
Ref. [
21] discusses the surveillance of multi-party IoT-aware business processes, starting with modeling these processes using BPMN 2.0, followed by deriving an extended GSM model from each BPMN artifact, and finally, employing smart objects to convert BPMN artifacts into active entities. A specific architecture for monitoring is also proposed.
Ref. [
22] suggests defining IoT-aware business processes with BPMN 2.0 and managing the interaction between IoT devices and business processes through the Bosch IoT Things Service. Refs. [
3,
23] explore using BPMN 2.0 for modeling IoT-aware business processes and propose architectures for executing these models, including decentralized execution over mobile nodes and a microservice architecture, respectively. Ref. [
42] proposes using BPMN 2.0 service and script tasks for IoT-related activities and a layered architecture for their execution and monitoring.
The
SPU [
43] extension to BPMN 2.0 focuses on managing data streams within IoT-aware business processes through two specific tasks for event stream specification and processing, alongside introducing the concept of data streams for smart device communication. The
event stream specification task reflects the input and output data in the form of event streams, whereas
event stream processing manages the event stream.
BPMNE4WSN [
33] extends BPMN 2.0 to specifically address wireless sensor networks by introducing WSN tasks, pools, and performance annotations, enriching the modeling capabilities for WSN applications. Furthermore, the specific tasks include different attributes such as (1)
actionType for defining the operation (e.g., sensing or actuating), (2)
tWSNOperation for binding a WSN operation, and (3)
isEventDriven to mark the specific task as event-driven.
BPMNE4CPS [
29] extends BPMN 2.0 for cyber-physical systems by introducing additional task types and a symbolic pool to represent physical entities, facilitating the modeling of complex CPS processes. BPMNE4CPS extends the BPMN 2.0 metamodel with a sensor, an actuator, a web service, an embedded service, and cloud service tasks.
FloBP [
6] is a model-driven method for integrating IoT capabilities into business processes. This approach aims to overcome the challenges of merging the IoT with business processes by providing a structured methodology that separates concerns between the IoT and business process management, fostering interdisciplinary collaboration. In general, FloBP uses modeling tools and a microservice architecture to deploy BPMN models and facilitate the integration with the physical world, thus supporting multiple IoT device technologies.
Refs. [
44,
45] extend BPMN 2.0 with elements for sensing and actuation tasks and representing physical entities (e.g., a bottle of milk), enhancing the process model with the ability to depict interactions with smart devices and physical entities. Ref. [
46] extends BPMN 2.0 for smart services and sensor device management, respectively, providing more granular control and interaction capabilities with IoT devices within business processes. The presented approach suggests extending the BPMN 2.0 metamodel with a sensor task.
The extension presented by [
47] introduces location-based event types to BPMN 2.0 for representing sensitive information, improving the process model for geographically oriented applications. For this purpose, three location-based events are presented: (1) place achieved, (2) position update, and (3) conditional positional event.
6. Discussion
The existing literature on IoT-aware business processes emphasizes the importance of representing IoT involvement [
3,
11,
16,
17,
18,
21,
24,
25,
30,
31,
32,
35] in process models. However, they only suggest using already existing BPMN 2.0 modeling elements such as different task types, pools, and lanes.
Regarding RQ1, we evaluated whether IoT involvement in BPMN 2.0 process models is visually discernible. Our study has shown that the majority of the study participants cannot identify IoT involvement solely based on visually expressed IoT aspects, i.e., task types. However, participants recognizing IoT involvement identified it through various task types, specifically, the service and script tasks. Based on the study results, we learned that using business rule tasks is not suitable for representing the IoT, actuators, and sensors.
In the context of RQ2, we investigated whether IoT involvement in BPMN 2.0 process models is discernible based on task labels. The results revealed that the majority of the study participants can identify IoT involvement in BPMN 2.0 process models based on task labels. Across the four scenarios defined by PM8–PM11, no significant difference in the reactions of experts and novices was observed for PM9 and PM10. However, there was a notable contrast in the response behavior for PM8 and PM11. This significant result indicates that experts are more inclined to identify IoT involvement based on task labels compared to novices. For PM8–PM11, we used two key metrics to assess IoT involvement. The first metric assessed the accuracy of the overall interpretation, i.e., the extent to which BPMN modeling elements were correctly identified as IoT-related or non-IoT-related modeling elements. The second metric deals with the correct identification of IoT-related modeling elements within a process model. Despite the fact that the majority of the study participants identified IoT involvement based on task labels, the study participants only achieved mediocre ratings regarding the two metrics (cf.
Table 5). The results show that the study participants were unable to identify all IoT aspects in the BPMN 2.0 process model.
RQ3 investigates whether IoT involvement in BPMN 2.0 process models is discernible based on a combined use of specific task types and task labels. The results revealed that the majority of the study participants can identify IoT involvement based on the combined use of task labels and task types. Across the two scenarios described in PM6 and PM7, there is no significant difference concerning the responses of experts and novices. For PM6 and PM7, we applied two key metrics to assess IoT involvement. Despite the fact that the majority identified IoT involvement based on the combined use of IoT-related task labels and task types, the study participants only achieved a mediocre rating regarding the two metrics (cf.
Table 3). The results show that the study participants were unable to identify all IoT aspects in the BPMN 2.0 process model.
Regarding RQ4, we investigated whether there are BPMN 2.0 modeling elements that make IoT involvement clearer (PM6 vs. PM7 and PM12 vs. PM13). In this context, pools support the identification of IoT involvement (cf.
Table 3). The results may be explained with the fact that pools represent a specific organizational unit, be this a department or a business partner. Furthermore, pools are usually labeled accordingly (e.g., smart factory, temperature sensor, or robot). Such pool labeling fosters identifying IoT involvement. Furthermore, we learned that study participants tend to better identify IoT involvement in the context of service and script tasks compared to business rule tasks and abstract tasks (cf.
Table 2). Note that the service task, marked with the gear icon, triggers an automation response among the participants, similar to what can be observed to the script task. The visual cue of the gear icon seems to play a significant role in signaling automation, triggering participants to associate it with IoT involvement as well.
RQ5 investigates whether there are BPMN 2.0 modeling elements that reduce effort and frustration when reading IoT-aware business processes. For this purpose, we analyzed and compared the results of PM12 and PM13 (cf.
Table 7). Note that across the two scenarios, there is no significant difference concerning the response of experts and novices (cf.
Table 21 and
Table 22). These results reveal that the combination of IoT-related task types and pools might reduce the difficulty of identifying IoT involvement (cf.
Table 7). The findings may be explained with the fact that involved roles and objects can be clearly indicated through the use of pools.
6.1. Implications
The implications drawn from the presented study hold significant relevance for integrating IoT aspects within BPMN 2.0 modeling. The findings enable valuable insights for practitioners, researchers, and tool developers seeking to enhance the representation and comprehension of IoT involvement in business processes.
This study emphasizes the need for enhanced modeling elements beyond the standard BPMN 2.0 notation. While the existing literature recognizes the importance of representing IoT involvement using different task types, pools, and lanes, our study highlights the limitations of relying solely on BPMN 2.0 standard elements. Specifically, traditional elements like business rule tasks and abstract tasks were found to be less suitable for effectively capturing IoT aspects (including actuators and sensors). On the one hand, the study on the visual discernibility of IoT involvement revealed issues, e.g., when trying to identify IoT-related modeling elements solely based on visual cues (e.g., task types and task icons, respectively). This indicates the need for an improved visual representation of IoT aspects in BPMN 2.0 process models. On the other hand, task labels tend to ease the identification of IoT involvement. As indicated by accuracy metrics, the overall performance in identifying IoT involvement was moderate, highlighting the need for clearer task labels as well. Combining both proper task types and task labels has proven to be more effective when comprehending IoT involvement. Moreover, participants still faced challenges in consistently identifying all IoT aspects of a process model, indicating the potential for better aligning visual cues and labels. The use of pools has proven beneficial as a factor of representing IoT involvement. Pools, which represent specific organizational units, can provide clear labels (e.g., smart factories, temperature sensors, and robots), simplifying the identification of IoT involvement. Incorporating organizational context through the use of pools can further contribute to a more accurate interpretation of IoT-related processes.
Study participants showed a better performance in identifying IoT involvement in the context of service and script tasks. Particularly, the visual cue of the gear icon in service tasks triggered an association with IoT involvement among the participants. This indicates that the choice of specific task types has a significant influence on the correct identification of IoT elements in BPMN 2.0 process models. To reduce the effort and frustration when reading IoT-related business processes, different task types and the use of pools have proven to be effective. A process model with pools contributes to a more efficient and less burdensome interpretation of IoT-related process aspects. In conclusion, addressing these implications can lead to advancements in representing IoT aspects in BPMN 2.0 process models, fostering clearer communication and improving the usability of models in the context of IoT-related business processes. Further research and tool development are necessary to refine modeling practices and to enable a more intuitive understanding of the IoT’s involvement in business process models.
In addition to the implications presented, this study has revealed several challenges related to process model comprehension. A deep understanding of the process model, particularly the individual modeling elements, is indispensable for an accurate interpretation. However, the use of standardized modeling elements (e.g., service tasks, script tasks, pools, and lanes) for expressing IoT aspects increases the process model’s complexity. This might result in potential misunderstandings, affecting the comprehension of the process. Misinterpretation of IoT-related process poses a risk that influences every phase of the BPM lifecycle and potentially leads to undesirable results or even project failure.
6.2. Threats to Validity
The presented study reveals threats to validity that need to be discussed. First, the process models used in the study might not be fully representative regarding the complexity of IoT-related processes in the real world. It is therefore noteworthy that the used process models might become simple and this simplicity might not reveal the intricacies of complex IoT-related processes. Therefore, the applicability of the presented results in a more complex context should be considered with caution. Nonetheless, we were able to show that both experts and novices, even when facing simple IoT-related processes, have difficulties in completely identifying IoT involvement both visually and based on labels. However, we acknowledge that further studies with real-world IoT-aware business processes are needed to generalize the results.
Second, this study only explores specific combinations of BPMN 2.0 modeling elements, such as service tasks, business rule tasks, script tasks, and pools. It is noteworthy that the use of different combinations of modeling elements might yield varying results. We recognize the need for further research involving diverse combinations (e.g., events, data objects, and text annotations) to generalize and extend the findings.
Third, this study faces limitations regarding the participants’ demographics. Although we aimed at a heterogeneous group of study participants, most participants were recruited from the Computer Science field. Participants from other disciplines, such as Management Science, might have different perspectives on IoT-related BPMN process models. This indicates the need for a more heterogeneous group in future studies to obtain a more comprehensive understanding.
Fourth, categorizing participants into novice and expert groups solely based on questions about different BPMN 2.0 task types might be an approach that is too simplistic and requires more precision. Including an additional expertise test might lead to a more accurate categorization, increasing the robustness of the results. We recognize the importance of further studies involving participants with expertise in both process management and the IoT to enhance the generalizability of our findings.
Fifth, the primary focus was on BPMN 2.0 task types (i.e., service, script, and business rule tasks) without task labels for evaluating the discernibility of IoT involvement in business processes. This approach might not fully encapsulate the multifaceted nature of IoT elements’ representation within BPMN, as real-world applications often necessitate a holistic use of multiple BPMN elements (e.g., tasks, pools, lanes, message events, message flows) in tandem to accurately model IoT processes. Therefore, the insights gained from focusing on individual icons might not fully reflect how users perceive and grasp IoT integration within more detailed and realistically constructed BPMN models. However, it is crucial to note that the existing literature often cites service, script, and business rule tasks as suitable for depicting IoT involvement in BPMN 2.0 business processes [
16,
19,
22]. This study conducted initial explorations to validate such claims, specifically aiming to discern which task type is most readily identified as IoT-related by study participants. We recognize the necessity for broader research encompassing additional BPMN 2.0 modeling elements such as events, pools, and data objects to fully evaluate the suitability of BPMN 2.0 for IoT-aware business processes.
Sixth, utilizing task labels to identify IoT aspects in BPMN 2.0 process models introduces variability that depends on the modeler’s accuracy in defining IoT aspects. Although task labels help clarify task specifics, this aspect of the analysis may unintentionally emphasize the modeler’s descriptive skills over the label-based expressive power of BPMN 2.0 elements. Nonetheless, the results of this study have provided some important initial insights. For example, this study showed that despite the use of typical IoT task labels such as light sensor, smart factory, or start temperature recording, they were not clearly identified as IoT-aware by the study participants. However, we recognize that this reveals an essential dimension of using BPMN 2.0 for IoT modeling: the essential impact of how well a process modeler can use task labels to complement the visual elements of BPMN 2.0. This highlights an important area for future research and development by improving the guidelines for labeling and documenting IoT-aware business processes to better support IoT integration. The results obtained from our user study can be used to improve the ability of modelers to effectively communicate IoT aspects through graphical and textual BPMN 2.0 elements to ensure a more intuitive and comprehensive understanding of IoT processes among all stakeholders.
Finally, the scenarios covered by the process models introduce an additional risk. Familiarity with specific process scenarios and domains might have positive effects on the participants’ understanding of process models compared to scenarios with which they are less familiar. This potential bias could influence the interpretation of the results, highlighting the need for caution when generalizing results to other contexts or to scenarios the model readers are less familiar with.
7. Summary and Outlook
This paper presents the findings of a study that evaluated the comprehensibility of IoT involvement in BPMN 2.0 process models. This study considered 13 process models with various combinations of modeling elements and included 249 participants. With this research, we wanted to understand how IoT involvement in BPMN 2.0 models is perceived by process model readers. In the scope of the five research questions (i.e., RQ1–RQ5), three key facets for incorporating IoT aspects in BPMN 2.0 models were covered: visually expressed, label-based, and hybrid (i.e., visually expressed + label-based) discernibility.
The literature review highlighted the importance of recognizing IoT involvement in business processes. However, related works focus on the use of standard BPMN 2.0 modeling elements or extend BPMN 2.0 with specific IoT-related modeling elements. Concerning RQ1, the empirical investigation revealed that the visual discernibility of IoT involvement based on different task types (with different icons) is challenging for participants. While certain task types, such as service and script tasks, seem to highlight the involvement of the IoT, business rule tasks turned out to be unsuitable.
Addressing RQ2, the study revealed that label-based discernibility, specifically based on task labels, was more effective, whereby experts are more likely to be able to identify IoT involvement compared to novices. Participants achieved only a mediocre rating in correctly identifying IoT aspects for the models.
RQ3 examined the combined label-based and visual discernibility of IoT involvement, indicating that the majority of the study participants were able to identify IoT aspects based on both task labels and task types. However, the overall accuracy of identifying IoT aspects remained mediocre.
Regarding RQ4, this study has shown that the use of pools and specific labeling within IoT-related pools contributed to a better identification of IoT involvement. Additionally, service and script tasks turned out to be more effective in conveying IoT involvement than business rule tasks and abstract tasks.
Finally, RQ5 explored elements that could reduce the effort and frustration when reading IoT-related business processes. The combination of different task types and the use of pools were identified as factors contributing to reduced difficulty and exhaustion, indicating the importance of a clear representation to foster comprehension.
The results of this study revealed a limitation of BPMN 2.0 regarding the accurate representation of IoT-related business processes. The empirical study revealed that the visual elements of BPMN 2.0 did not provide a clear and recognizable representation of IoT involvement. The study participants faced the challenge of visually identifying IoT involvement based on task types. In particular, there might be ambiguities, as the service task can either be IoT-related (utilizing a standard service task for IoT representation) or represent a conventional BPMN 2.0 service task. Even though task labels have shown some potential for identifying IoT involvement, participants only achieved a mediocre score in correctly identifying IoT-related elements in BPMN 2.0 process models. As a major result, therefore, this study revealed the need for an appropriate modeling approach or the exploration of alternative modeling languages that are better suited to capture the intricacies of IoT-related business processes.
In summary, the presented research provides valuable insights into the challenges and opportunities associated with the representation of IoT aspects in BPMN 2.0 process models, offering guidance for practitioners and researchers for improving the visual and label-based representation of IoT-related business processes. The findings underscore the significance of carefully selecting modeling elements to enhance both the discernibility and comprehensibility of IoT-related BPMN 2.0 models.
In future research, we intend to enhance the scope of our study. First, we plan to incorporate eye tracking technology to gain more profound insights into the participants’ behavior when identifying IoT involvement in business processes models. This will provide us with an understanding of the cognitive process of interpreting IoT-related BPMN 2.0 process models. Additionally, we aim to explore further combinations of modeling elements such as events, lanes, and sub-processes in the considered processes. With this, we aim to identify additional modeling element combinations that might enhance the understanding of IoT involvement. Finally, we will introduce more complex IoT-related business processes and measure the workload of participants. This approach will allow us to assess the impact of an increased model complexity on the comprehensibility and the efficiency of understanding IoT-related business processes within BPMN 2.0.