Getting Maximum Value From BPM And Workflow Aiim Webinar 8 3 11
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Transcript of Getting Maximum Value From BPM And Workflow Aiim Webinar 8 3 11
In association with: Presented by: Steve Weissman
Getting Maximum Value From BPM and Workflow
This presentation will begin at 2:00 pm ET1 pm Central, 12 pm Mountain, 11 am Pacific
Please check that the volume on your computer is at the highest setting since we stream our presentation in Voice over IP (VoIP)
August 3, 2011
In association with: Presented by: Steve Weissman
Steve Weissman User Adviser, Strategy Consultant, and Industry Analyst for 20+ Years Expert in Strategies and Best Practices for Successful Implementations AIIM Certified Instructor for ECM and BPM / President, AIIM New England Executive Director, Holly Group
Helping people work better and work better together … So they can get Maximum Total Value from their technology solutions
About Your Instructor
In association with: Presented by: Steve Weissman
It’s “Business Process Management” One of the few buzzphrases that actually mean something! (And not what it came to mean at one point)
So What is This BPM Thing, Anyway?
In association with: Presented by: Steve Weissman
And Why Isn’t Workflow Two Words? It was, once upon a time And then the jargon bug bit …
So What is This BPM Thing, Anyway?
work flow
But it still means something, too!
In association with: Presented by: Steve Weissman
All About “Gettin’ Stuff Done”
Business Best Practices
Ways of Helping People Work Better
Best Used to Improve Existing Processes
Widely Misunderstood
What BPM and Workflow Are
In association with: Presented by: Steve Weissman
Technologies
Change Management Techniques
Tools for Building Radically New or ‘Perfect’ Processes
Often Used to Maximum Effect
What BPM and Workflow Aren’t
In association with: Presented by: Steve Weissman
Life on a Spectrum
General Definitions and Differences
Sophistication
Routing
Workflow
BPM
In association with: Presented by: Steve Weissman
Life on a Spectrum
General Definitions and Differences
Sophistication
Routing
Workflow
BPM
Simple, straight-line, often ad hoc
In association with: Presented by: Steve Weissman
Life on a Spectrum
General Definitions and Differences
Sophistication
Routing
Workflow
BPM
Simple, straight-line, often ad hoc
Designer, branching, rules/roles, repeatable
In association with: Presented by: Steve Weissman
Life on a Spectrum
General Definitions and Differences
Sophistication
Routing
Workflow
BPM
Simple, straight-line, often ad hoc
Designer, branching, rules/roles, repeatable
Designer, simulation, rules/roles, repeatable, complex
In association with: Presented by: Steve Weissman
Life on a Spectrum
General Definitions and Differences
Sophistication
Routing
Workflow
BPM
Simple, straight-line, often ad hoc
Designer, branching, rules/roles, repeatable
Designer, simulation, rules/roles, repeatable, complex Forms Rule!
(paper and electronic)
In association with: Presented by: Steve Weissman
Flexibility Ability to accommodate changing conditions
Scalability Ability to accommodate more users, processes,
locations, etc.
Simplicity Ability to be readily understood and exploited by
users and admins, businesspeople and techies alike
What to Look For
But the techniques and tools can be used to support any of these……if you want them to!
In association with: Presented by: Steve Weissman
Lack of Preplanning Familiarity breeds success
Over-Planning (Rigidity) Nothing constant but change itself
Taking Too Large a Bite Break off what you can chew, and get the rest later
Taking Too Narrow a View Think bigger, not smaller – but take one bite at a time
(see previous bullet)
What to Watch For
In association with: Presented by: Steve Weissman
Don’t Trash Your Initiative When Things Get Tough (and They Will!) Different meanings for different people
– and vendors – can sow confusion Inclusion (or lack) of complementary
technologies (content management, collaboration, intelligent capture, etc.) can be disruptive
Caveat Dumpster
In association with: Presented by: Steve Weissman
Stay Focused on Your Business Need
Stay Focused on the Business Value!
The Rest is Just Details
Don’t Let ’em Bog You Down!
In association with: Presented by: Steve Weissman
Not Just Working Better, But Working Better Together Collaborative technologies generally not considered part of BPM-land … but
what could be more process-intensive?
Not Just ROI, but MaxTV®
Maximum Total Value More than just economics Includes process change and collaboration too Since 1998
Keys to the Kingdom
In association with: Presented by: Steve Weissman
Philosophy in Two Parts The Triad … supporting the business case The Quadruple Helix … supporting the technology decision
Introducing MaxTV®
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Economics Return on Investment
Generally focused on a single point in time (i.e., payback)
Total Cost of Ownership “Total” suggests that spending eventually ends
The MaxTV® Triad
In association with: Presented by: Steve Weissman
The MaxTV® Triad
Economics
Process Change Greater efficiency, effectiveness
Boosts employee and customer satisfaction
Opportunities to realize non-obvious savings e.g., improved employee retention, early payment discounts
In association with: Presented by: Steve Weissman
Economics
Process Change
Collaboration Less duplication of effort
Saves time, frustration
Better quality Facilitates review, validation, correction Reduces risk
The MaxTV® Triad
In association with: Presented by: Steve Weissman
Economics
Process Change
Collaboration
The MaxTV® Triad
All three elements must be minded and measured over time in order to maximize value!
In association with: Presented by: Steve Weissman
Economics
Process Change
Collaboration
The MaxTV® Triad
… as must the supporting technology
All three elements must be minded and measured over time in order to maximize value!
In association with: Presented by: Steve Weissman
Four interconnected strands to be managed and optimized
The MaxTV® Quadruple Helix
Medium
Data
Format
Context
© Holly GroupAll Rights Reserved.
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Missing or poor data? No utility.
The MaxTV® Quadruple Helix
Data
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Missing or poor data? No utility.
Missing or wrong context? Not meaningful.
The MaxTV® Quadruple Helix
Data
Context
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Missing or poor data? No utility.
Missing or wrong context? Not meaningful.
Mismatched formats? Not shareable.
The MaxTV® Quadruple Helix
Data
Format
Context
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Missing or poor data? No utility.
Missing or wrong context? Not meaningful.
Mismatched formats? Not shareable.
Improper medium?Not receivable.
The MaxTV® Quadruple Helix
Medium
Data
Format
Context
© Holly GroupAll Rights Reserved.
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Decisions regarding one strandaffect all the others.
The MaxTV® Quadruple Helix
Medium
Data
Format
Context
© Holly GroupAll Rights Reserved.
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Decisions regarding one strandaffect all the others.
The MaxTV® Quadruple Helix
All four strands thus must be continually well orchestrated in order to maximize value!
Medium
Data
Format
Context
© Holly GroupAll Rights Reserved.
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Irrelevant to justification discussions but central to implementation success
Economics
Process Change
Collaboration
Why Value Isn’t Maximized
Central to justification discussions but irrelevant to implementation success
In association with: Presented by: Steve Weissman
Everything!
What Does This Have to Do With BPM and Workflow?
In association with: Presented by: Steve Weissman
Incomplete or absent thinking about delivery means format and medium will be mismatched, and work will not flow
Incomplete or absent tagging means process data cannot be found
Poor rules/roles integration means context cannot be determined, and intelligence thus not applied
Why Value Isn’t Maximized
Medium
Data
Format
Context
© Holly GroupAll Rights Reserved.
In association with: Presented by: Steve Weissman
Incomplete or absent tagging means process data cannot be found
Poor rules/roles integration means context cannot be determined, and intelligence thus not applied
Why Value Isn’t Maximized
Incomplete or absent thinking about delivery means format and medium will be mismatched, and work will not flow
These issues – and more – are largely avoidable with proper planning up front!
In association with: Presented by: Steve Weissman
Incomplete or absent tagging means process data cannot be found
Poor rules/roles integration means context cannot be determined, and intelligence thus not applied
Why Value Isn’t Maximized
These issues – and more – are largely avoidable with proper planning up front!
But the work is hard, and often unappreciated, so it too often is left undone.
Incomplete or absent thinking about delivery means format and medium will be mismatched, and work will not flow
In association with: Presented by: Steve Weissman
Plan Ahead
Rig for Success
Don’t Over- (or Under-) Buy
Keep It Simple, Silly (KISS)
So: Don’t Leave the Work Undone!
In association with: Presented by: Steve Weissman
Please contact me for any questions, comments, or additional information
Steve Weissman, Executive [email protected]
617-383-4655
Twitter: steveweissmanLinkedIn: in/steveweissman
Fresh observations and opinions only on Weissman’s World! Visit blog.hollygroup.com
Thank You!