Keywords: BPM Workflow ECM ERP Streamline Strandardize Flowcharting Process Modeling
1.Underlying concepts and principles
What is? BPM is a means to identify, study, change, and monitor business processes. and often used reference to a type of workflow technology used to automate business processes
BPI - Business Process Improvement - generic term for the techniques and methods to change existing business processes
BPR - Business Process Re-engineering - a specific methodology to bring about radical change to a firm’s existing business processes
Business Analyst - generic term for the consultant(internal or external) who will undertake much of the information gathering and take this through to change recommendations.
Role of ECM&BPM ECM is principally about “unstructured” information, encompasses the strategies, methods, and tools used to capture, manage, store, preserve and deliver content and documents related to key organizational processes.
BPM as a Practice 1.Why
reduce costs; reduce time to complete processes
improve customer/partner/employee satisfaction; grow revenues
explore new markets or exploit new strategic opportunities;
times have changed
2.Ready to do ?
think in terms of end to end
do they document their process
open to change? why shall we change?
3.How to change?
b.detail - business Analysis ( Plan, Analysis[As-Is], Recommend[To-be]), Process Modeling, BPMN, DPEL
Business Analysis is the process of identifying business needs and finding solutions to business problems
Requirement Planning - assesses what information needs to be gathered and how it will be gathered
Requirement Analysis - specifies and develops requirement
Recommendations - provides context to requirements and functional design work
Process modeling is a description of a business system using a combination of text and graphics
Flowcharting is a more fundamental process
Modeling takes the information from flowcharts to a more detailed level
2.Project Initiation and Justification
Building a Business Case
Objectives: 1.Identify key business scenarios that can be tackled with BPM 2.Determine cost and value categories in your business case 3.Structure a compelling business case for a BPM project
What is a business Case: assembles data and analysis to develop viable alternatives to solve a problem identifies business value in relation to expended resources two typical approaches: Return on Investment , Cost of Doing Business
Business Benefits and Costs:
- Identify and define: Desired business results Scope and boundaries Schedule Team participants Level of detail required Decision participants Decision criteria 2.Typical Business Drivers Reduce staff and office overhead numbers Process business critical activities faster Reduce the number of errors and exceptions Reduce overall IT costs Increase visibility into operational efficiencies and bottlenecks Reduce business risks Improve customer service and retention 3.Benefits and Costs Hard: Faster time to market; Improved process efficiencies; Better customer services; Increased revenues Soft: Improved business agility; Improved compliancy; Improved morale and retention; Higher brand value 4.Cost Categories For Decision Criteria Capital: Infrastructure items(hardware/software/operating system licenses) Operational: Analysis&Design; Implementation&Change Management; Maintenance; Training; Administration&measurement
Build the Business Case for BPM： 1.Eliminate Project Killer Insufficiently strong cause/effect relationship in process change Benefits not distributed evenly among value categories Failure to support primary enterprise strategy 2.Document ask tough questions talk to people on the front lines enlist professional information specialists use vendor intelligently to support specifics record evidence 3.Calculate estimate the total net cost of the project show how benefits will be realized as well as how benefits will be assessed and evaluated
Example Business Case Outline
- Executive Summary 2.Problem Description 3.Evaluation Criteria 4.Selection Criteria 5.Preferred Alternative Benefits Costs Assumptions Potential Impact 6.Risk Management Assessment Response 7.Conclusion and Recommendatioins
BPM as a Project
Objectives: 1.Identify the major project stages for process improvement 2.Articulate the differences and relationship between regular project structures and those focused on process change 3.Estimate level of effort required at each stage in the context of your enterprise, and plan resources accordingly
Assessing and Planning the BPM Project: 1.Initial concept stage Outline general expectations/known issues/specific processes/tasks Identify Key stakeholders/key (existing) technology Outline likely areas of resistance/difficulty/complexity Be sure to gain a basic understanding of the change problem you are planning fix 2.Create Project Structure Gain initial business plan sign off Meet with and communicate proposal to key stakeholders and assemble core team Agree on formal methods and templates Create project plan Agree on milestones Agree on and obtain seed budget Identify and formally agree on process ownership 3.The First Deliverable Project Management Plan Schedule of Deliverables
Implementing the BPM Project Renewing and Optimizing the BPM Project