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                                           1
Agenda

 Business Process Challenges


 What is BPM ?


 BPM and BPMS




                                2
Business Processes – Every Business Has Them
  Sales                    Finance                          Marketing                       Operations
  •   Quotes / Pricing     •   Invoice Admin                •   Advertising                 •   Inventory Management
  •   Underwriting         •   Procurement                  •   Events Management           •   Order Fulfillment
  •   Contract Approval    •   Project/ Budget Approval     •   Packaging & Pricing         •   Client Management
  •   New Client Onboard   •   Expense Management           •   Communications              •   Events Management
  •   Compensation         •   Charge backs                 •   Creative Development        •   Facilities Management
  •   Meeting Planning     •   Budget Planning                                              •   Award Distribution
  •   RFP Admin



  Information              Customer Service
  Technology               • Case Management
  • IT Request             • Client Feedback
    Management             • Inquiry Management
  • Portfolio Management   • Escalation
  • App / System Support     Management
  • Incident & Bug Fix     • SLA Management
  • Change Control         • Support Services
  • Certifications           Renewals


  Legal                    Human Resources
  • Contract Management    • Recruitment
  • Investigation          • New Hire On-boarding
  • New File / Case        • Compensation Plan &
    Management               Admin
  • Regulatory Filing      • Benefits Administration
  • Legal Doc              • Performance Management
    Management             • Training & Career Dev
                           • Employee Status Change
                           • Transfer / Relocation
                           • Leave Management
                                                          Tasks/activities and the systems we use to get things done.
                                                          - An order processed, a new hire on-boarded, etc.
Typical Process Issues
 1. Lack of visibility                                        Process Chaos
 2. Lost requests/information
 3. Duplicate work efforts
 4. Mistakes
 5. Understanding/knowledge transfer
 6. Training/onboarding new employees
 7. Lack of adherence to policy/compliance
 8. Long cycle times to process
 9. No measurements or metrics
 10. …

 Workforce and System inefficiencies that lead to poor quality of service,
 higher costs, customer and employee satisfaction issues.
What is Business Process Management?


- Align              Management                Six Sigma               - The tools and
processes to         Approach                Flow       Voice of the   methods to
strategic goals                              Charts     Customer
                                                                       document,
                  Philosophy                Methodology                analyze, redesign
-Measure,                                                              and monitor
                  Corporate                         Lean Office
monitor and                                                            processes
continuously      Culture          BPM              Value Stream
  improve                                           Mapping

                                         Process
                              Workflow   Mapping
                                Technology                 - Various software to help
                          SOA                              capture process
                                          BPMS
                                                           information, automate
                               Process Automation          workflow, integrate
                                                           systems, enforce deadlines
                                                           and process rules, track
                                                           and report on business
                                                           processes
BEFORE BPM




                                                         Status
                                                                  ?

                             AFTER BPM
BPM               HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                           Status
                                                                   ?
Improving the
Process           HRMS                          CRM
BEFORE BPM




                                                           Status
                                                                    ?

                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status, enf
Visibility            BPMS Software                          orce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics, et
                           HRMS             CRM              c.
BEFORE BPM




                                                           Status
                                                                    ?          Methods and Tools to
                                                                             1) Capture and document
                                                                              the current process flow
                                                                             2) Analyze the process for
                                                                                 inefficiencies and
                                                                          3) Design or map out the future
                                                                                   to-be process.
                                                                               Also central library of
                                                                                    knowledge.

                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status,
Visibility            BPMS Software                          enforce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics,
                           HRMS             CRM              etc.
BEFORE BPM




                                                           Status
                                                                    ?          Methods and Tools to
                                                                             1) Capture and document
                                                                              the current process flow
                                                                             2) Analyze the process for
                                                                                 inefficiencies and
                                                                          3) Design or map out the future
                                                                                   to-be process.
                                                                               Also central library of
                                                                                    knowledge.

                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status,
Visibility            BPMS Software                          enforce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics,
                           HRMS             CRM              etc.
BEFORE BPM




                                                           Status
                                                                    ?         Methods and Tools to help
                                                                           perform the tasks and activities




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status, enf
Visibility            BPMS Software                          orce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics, et
                           HRMS             CRM              c.
BEFORE BPM




                                                           Status
                                                                    ?         Methods and Tools to help
                                                                           perform the tasks and activities




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and
                                  Electronic Forms/Screens to
                                capture, route and present data.
                                                              Status
                                                                       ?
                                  (Data from users or existing
Improving the                    systems) – route based on flow
Process                                     diagramCRM
                    HRMS

                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status, enf
Visibility            BPMS Software                          orce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics, et
                           HRMS             CRM              c.
BEFORE BPM




                                                                          Status
                                                                                   ?        Methods and Tools to help
                                                                                         perform the tasks and activities




                                              AFTER BPM
BPM Definition of deadlines and    HR     Facilities   Manager Employee
Methodologyeach to enforce
         rules for
       flow/processes
                      step in a

Facilitates followed as designed
    process is
Formalizing and                                                            Status
                                                                                    ?
Improving the
Process                            HRMS                          CRM


                                              AFTER BPMS
BPMS                               HR     Facilities    Manager Employee
Technology
Enforces
                                                                            Known
Process, Provides                                                           status,
Visibility                           BPMS Software                          enforce
                                                                            deadlines,
and Metrics                                                                 process
                                                                            metrics,
                                          HRMS             CRM              etc.
BEFORE BPM




                                                           Status
                                                                    ?              Methods and Tools to help
                                                                                perform the tasks and activities




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                               Status
                                                                      ?
                                                Access to worklist (inbox)
Improving the                                 deadlines/alerts through email,
                                              on mobile devices or accessible
Process             HRMS                          CRM on the web.


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                              Known
Process, Provides                                             status, enf
Visibility            BPMS Software                           orce
                                                              deadlines,
and Metrics                                                   process
                                                              metrics, et
                           HRMS             CRM               c.
BEFORE BPM




                                                           Status
                                                                    ?          Reports, Dashboards,
                                                                             Auditing, Real-Time Flow
                                                                          Progression (status) of individual
                                                                           workflows and aggregate data
                                                                                across all workflows




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status,
Visibility            BPMS Software                          enforce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics,
                           HRMS             CRM              etc.
BEFORE BPM




                                                           Status
                                                                    ?          Reports, Dashboards,
                                                                             Auditing, Real-Time Flow
                                                                          Progression (status) of individual
                                                                           workflows and aggregate data
                                                                                across all workflows




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and
                           How many items were processed
                           in a period, how long on average Status   ?
                           does it take, are we within service
Improving the                   levels, trends and more
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status,
Visibility            BPMS Software                          enforce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics,
                           HRMS             CRM              etc.
BEFORE BPM




                                                           Status
                                                                    ?
                                                                          Now that we have metrics, can we
                                                                                 do it betters still ?




                               AFTER BPM
BPM                 HR     Facilities   Manager Employee
Methodology
Facilitates
Formalizing and                                             Status
                                                                     ?
Improving the
Process             HRMS                          CRM


                               AFTER BPMS
BPMS                HR     Facilities    Manager Employee
Technology
Enforces
                                                             Known
Process, Provides                                            status,
Visibility            BPMS Software                          enforce
                                                             deadlines,
and Metrics                                                  process
                                                             metrics,
                           HRMS             CRM              etc.
Implementing BPM and BPMS
                    All Business Processes


                     Align Process to Strategic Business Goals
                           Select or Define a Methodology
                      Workshops, As-Is Process Mapping/Analysis
    BPM
                          To-Be Process and Improvement
    Process                     Recommendations
    Improvement
                                    Candidates                    Holistic
                                    for BPMS?
                                                                  Approach to
                                            Yes                   Business
                                                                  Process
                                                                  Management
                      Determine Return on Investment
                    BPMS Business Case/Select BPMS Tool
                              Prioritize Projects
    BPMS                            Select Pilot
    Process                         To-Be Design
    Automation/Optimization              for
                                     Automation

                                     Implement
Benefits of BPMS


 *Significant Top/Bottom Line Results
    18% y/y operation cost
     reduction
    43% cycle time reduction
    17% increase in output




  * Project $5.5 Billion spending
  The fastest growing segments in application development
 * IDC Report
Benefits In Every Industry
 Financial Services
    Client On-boarding
        80% reduction in cycle time. 60% of manually steps eliminated
 Telecommunications
    Billing disputes
        Enforce payout policies, reduce duplicates, lower payouts by 10% ($3
         million quarterly)
 Engineering
    Technical proposal turn-around
        80% reduction time in proposal generation leading to a 10% increase in
         revenue
 Manufacturing
   Logistics/Distressed Shipments
        Percentage of Shipments saved increased from 5% to 70%
        $ 2Million savings per quarter
 Numerous Other Examples

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What is bpm

  • 1. More material like this can be found at: http://www.bpmresourcecenter.com 1
  • 2. Agenda  Business Process Challenges  What is BPM ?  BPM and BPMS 2
  • 3. Business Processes – Every Business Has Them Sales Finance Marketing Operations • Quotes / Pricing • Invoice Admin • Advertising • Inventory Management • Underwriting • Procurement • Events Management • Order Fulfillment • Contract Approval • Project/ Budget Approval • Packaging & Pricing • Client Management • New Client Onboard • Expense Management • Communications • Events Management • Compensation • Charge backs • Creative Development • Facilities Management • Meeting Planning • Budget Planning • Award Distribution • RFP Admin Information Customer Service Technology • Case Management • IT Request • Client Feedback Management • Inquiry Management • Portfolio Management • Escalation • App / System Support Management • Incident & Bug Fix • SLA Management • Change Control • Support Services • Certifications Renewals Legal Human Resources • Contract Management • Recruitment • Investigation • New Hire On-boarding • New File / Case • Compensation Plan & Management Admin • Regulatory Filing • Benefits Administration • Legal Doc • Performance Management Management • Training & Career Dev • Employee Status Change • Transfer / Relocation • Leave Management Tasks/activities and the systems we use to get things done. - An order processed, a new hire on-boarded, etc.
  • 4. Typical Process Issues 1. Lack of visibility Process Chaos 2. Lost requests/information 3. Duplicate work efforts 4. Mistakes 5. Understanding/knowledge transfer 6. Training/onboarding new employees 7. Lack of adherence to policy/compliance 8. Long cycle times to process 9. No measurements or metrics 10. … Workforce and System inefficiencies that lead to poor quality of service, higher costs, customer and employee satisfaction issues.
  • 5. What is Business Process Management? - Align Management Six Sigma - The tools and processes to Approach Flow Voice of the methods to strategic goals Charts Customer document, Philosophy Methodology analyze, redesign -Measure, and monitor Corporate Lean Office monitor and processes continuously Culture BPM Value Stream improve Mapping Process Workflow Mapping Technology - Various software to help SOA capture process BPMS information, automate Process Automation workflow, integrate systems, enforce deadlines and process rules, track and report on business processes
  • 6. BEFORE BPM Status ? AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM
  • 7. BEFORE BPM Status ? AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, enf Visibility BPMS Software orce deadlines, and Metrics process metrics, et HRMS CRM c.
  • 8. BEFORE BPM Status ? Methods and Tools to 1) Capture and document the current process flow 2) Analyze the process for inefficiencies and 3) Design or map out the future to-be process. Also central library of knowledge. AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 9. BEFORE BPM Status ? Methods and Tools to 1) Capture and document the current process flow 2) Analyze the process for inefficiencies and 3) Design or map out the future to-be process. Also central library of knowledge. AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 10. BEFORE BPM Status ? Methods and Tools to help perform the tasks and activities AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, enf Visibility BPMS Software orce deadlines, and Metrics process metrics, et HRMS CRM c.
  • 11. BEFORE BPM Status ? Methods and Tools to help perform the tasks and activities AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Electronic Forms/Screens to capture, route and present data. Status ? (Data from users or existing Improving the systems) – route based on flow Process diagramCRM HRMS AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, enf Visibility BPMS Software orce deadlines, and Metrics process metrics, et HRMS CRM c.
  • 12. BEFORE BPM Status ? Methods and Tools to help perform the tasks and activities AFTER BPM BPM Definition of deadlines and HR Facilities Manager Employee Methodologyeach to enforce rules for flow/processes step in a Facilitates followed as designed process is Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 13. BEFORE BPM Status ? Methods and Tools to help perform the tasks and activities AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Access to worklist (inbox) Improving the deadlines/alerts through email, on mobile devices or accessible Process HRMS CRM on the web. AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, enf Visibility BPMS Software orce deadlines, and Metrics process metrics, et HRMS CRM c.
  • 14. BEFORE BPM Status ? Reports, Dashboards, Auditing, Real-Time Flow Progression (status) of individual workflows and aggregate data across all workflows AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 15. BEFORE BPM Status ? Reports, Dashboards, Auditing, Real-Time Flow Progression (status) of individual workflows and aggregate data across all workflows AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and How many items were processed in a period, how long on average Status ? does it take, are we within service Improving the levels, trends and more Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 16. BEFORE BPM Status ? Now that we have metrics, can we do it betters still ? AFTER BPM BPM HR Facilities Manager Employee Methodology Facilitates Formalizing and Status ? Improving the Process HRMS CRM AFTER BPMS BPMS HR Facilities Manager Employee Technology Enforces Known Process, Provides status, Visibility BPMS Software enforce deadlines, and Metrics process metrics, HRMS CRM etc.
  • 17. Implementing BPM and BPMS All Business Processes Align Process to Strategic Business Goals Select or Define a Methodology Workshops, As-Is Process Mapping/Analysis BPM To-Be Process and Improvement Process Recommendations Improvement Candidates Holistic for BPMS? Approach to Yes Business Process Management Determine Return on Investment BPMS Business Case/Select BPMS Tool Prioritize Projects BPMS Select Pilot Process To-Be Design Automation/Optimization for Automation Implement
  • 18. Benefits of BPMS  *Significant Top/Bottom Line Results  18% y/y operation cost reduction  43% cycle time reduction  17% increase in output * Project $5.5 Billion spending The fastest growing segments in application development * IDC Report
  • 19. Benefits In Every Industry  Financial Services  Client On-boarding  80% reduction in cycle time. 60% of manually steps eliminated  Telecommunications  Billing disputes  Enforce payout policies, reduce duplicates, lower payouts by 10% ($3 million quarterly)  Engineering  Technical proposal turn-around  80% reduction time in proposal generation leading to a 10% increase in revenue  Manufacturing  Logistics/Distressed Shipments  Percentage of Shipments saved increased from 5% to 70%  $ 2Million savings per quarter  Numerous Other Examples