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Implementing Business Process Management:Steps to Success
WCUG – November 18, 2014
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The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.
Safe Harbor Statement
Implementing Business Process Management: Steps to Success
Agenda
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First … A Quick Update Six Implementation Phases
Assess Design• BRDs
Model Implement Monitor Modify
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First … A Quick Update
Business Moments: Transient Opportunities Exploited Dynamically
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BPM 2.0 (September 2014)• Replace Biz Rules with Corticon• Simulation• Add New Supply Side Processes• Easy-On-Boarding Integration• Embedding BPM to OpenEdge
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Define and Determine Results
Adapt Quickly to Changing Market Conditions
Corticon
7 © 2011 Corticon Technologies, Inc. All rights reserved. - Confidential
Better, faster decisions by automating business rules• Automate manual decision
making processes• Transform inflexible legacy
system processes
Patented “no-coding” rules engine• Reduce development and
change cycles by 90%• Rules integrity technology
guarantees accurate results
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Corticon Rules Engine
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Simulation
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Implementing Business Process Management: Steps to Success
Customers
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Six Implementation
Phases
It’s All About Processes
Implementing Business Process Management: Steps to Success
Direct Value/Core
Indirect Value/Support
EnterpriseApplications
QAD BPM
EnterpriseApplications
Type of Process
Solution
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Are your processes clearly defined? How were they defined? What tools or approaches were used? How do you currently manage your
processes today? Is the indirect organization really ready for
process automation?
Readiness Assessment
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Implementation Methodology
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QAD BPM
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Project CommitmentForm Core BPM Process
Project Team
Design
Assess
Implement
Model
Iterate
Modify
Monitor
Continuously Adapt And Promote Success
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”Capturing business intent through documenting and creating basic models for
the business goals, objectives, and strategy.”
Assess
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1. Assess
Sample Selection Criterion• Clear and direct linkage to management
objectives• Consider value of process to business and
its health• Focus on eliminating a key system
constraint.
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1. Assess
• Discover process issues in organization• Uncover structural problems, poor controls,
and people issues• Define cause of quality and inefficiency issues• “As-Is” or current state scenario• Trying to describe
- What takes place- Who does each task- How long- How frequently- Error types- Costs
Mapping “As-Is”
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1. Assess
• Current or “as-is” state from assessment phase + interviews + gap/root cause analysis = what process should be
• Focus on business need and how processes and associated workflows can best meet need
• Reduce number of problems over lifetime of process
• Link to outcomes- Improve customer satisfaction, decrease costs or
cycle times, or increase service level agreement achievement
Design
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2. Design
• Solve business problems• Ensure that a correct and efficient
conceptual design is prepared - Multiple options
• Customer needs well understood and achieved
• When needs vary, process allows flexibility
Evaluating Design Options
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2. Design
Process as a Whole− Process Owner− Purpose− Customer
Each Activity− Roles− Resources− Data− Duration
Other BRD Considerations− Business Dependencies & Constraints− Training− Acceptance Test Strategy
BRD: Business Requirements Document
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2. Design
• BPM results in change• Want to ensure changes are positive –
mistakes are costly• Process changes can be very disruptive –
understanding impacts and benefits (or flaws) prior to implementation makes it easier to communicate and gain acceptance (or avoid)
• Part of evaluation and decision process
Model
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3. Model
• Can be simple … a series of diagrams on a whiteboard and a paper-based run-through of a scenario
• Benefits:- Analyze modeling scenarios faster- Effective use of limited resources- Improve team productivity- Help to understand critical process attributes- Assist in modification of attributes- Provide visual feedback for rapid assessment- Help and help to increase customer satisfaction.
Simulation
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3. Model
Implementation Phase• Installing new process• Requires very detailed change
management planning• Coordination with all stakeholders• System changes
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4. Implement
Implementation Plan Schedule
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4. Implement
• Post-execution optimization is based on analysis of actual as-performed metrics (live data)
• Key performance indicators (KPIs), data, and qualitative measures- Worker feedback- Surveys
• Link to design objectives• Browses, alerts, business rules and escalation
mechanisms validated in real life.
Monitor
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5. Monitor
• Balancing profit, growth, and control• Balancing short-term results against long-
term capabilities and growth opportunities• Balancing performance expectations of
different constituencies• Balancing opportunities and attention
Business Motivations
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5. Monitor
Data analyzed from KPIs and current activity monitoring
Trends and associated impacts from other processes
Process bottlenecks are identified Goal is to move process inefficiency to an efficient
and balanced process that supports defined KPIs
Modify Optimization
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Modification Considerations Time Frame Scope
6. Modify
• BPM v2• Six Steps
- Assess- Design- Model- Implement- Monitor- Modify
Summary
Project CommitmentForm Core BPM Process
Project Team
Design
Assess
Implement
Model
Iterate
Modify
Monitor
Continuously Adapt And Promote Success
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Questions?
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