1. Sadie Van Buren, @sadalit Derek E. Weeks, @weekstweets
Maturing Your Business Processes
in SharePoint 1
BUSINESS PROCESS MANAGEMENT
2. Agenda and Logistics
Agenda Logistics
What’s in it for you? In Session
Overview of the Questions welcome!
SharePoint Maturity If you’re tweeting / live
Model and the BPM blogging, consider including:
#SPMaturity
Competency
@SPTechCon
Detail & case studies @weekstweets
What Next? @sadalit
Upcoming Events Post-Session
Contact Info Please fill out your
evaluation
BUSINESS PROCESS MANAGEMENT
3. What’s In It For You?
In the Session
Understand SharePoint’s potential for Business Process
Management, and how you’re using it
Benchmark against others via data and case studies
Back at Work
Share your results
Build the organization’s strategic roadmap for BPM
Gain a quantitative sense of progress by re-evaluating each year.
Contribute to a data model that will help answer larger questions
about where organizations are in their SP maturity by
industry, number of years of use, etc.
BUSINESS PROCESS MANAGEMENT
4. better employee
higher levels of customer service
productivity
ent SLAs reduction in operational costs competi
improved cycle time efficiency gains faster
consistent SLAs
better employee productivity improved visibility
competitive advantage faster time to market paperless offic
proved cost per transaction
improved business performance
BUSINESS PROCESS MANAGEMENT
5. Business Process Maturity
Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom
automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security
/ roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization.
500
400
300
200
100
5
6. Business Process Maturity
500
400
300
200
100
Business process is loosely defined. Out of the box SharePoint workflows (approval, collect
feedback) leveraged sporadically. A doclib or list provides a central base of operations. Any
workflow is document- vs. application-centric.
6
7. Business Process Maturity
500
400
300
Business processes are designed; some custom, departmental “no-code”
200 workflows (SP Designer, Visio, or third-party tool) may be implemented to
handle simple business rules (decision-based routing). .
100
7
8. Business Process Maturity
500
400
---------- customization may occur ----------
Process is considered as a whole, rather than as automating
functional tasks . SharePoint is becoming the BP platform, w/the
300 introduction of 3rd party BPM tool to support more complex
business rules.
200
100
8
9. Business Process Maturity
500
Workflow is a component of SP-based composite
applications with connectivity to LOB systems. Users
400 have access to process analytics and audit trails.
Collaboration happens around a work process.
---------- customization may occur ----------
300
200
100
9
10. Business Process Maturity
Power users can edit existing workflows to adapt
them to changing business needs. Users leverage
500 data from BPM to optimize process, balance work
across workloads. Business processes extend to
external users.
400
300
200
100
10
11. Who Should Care…
Executive Business
Architect
Manager Analyst
Business
Strategy
Developer
Supervisor
Reviewer IT Manager
Processor Data Entry
Researcher
BUSINESS PROCESS MANAGEMENT
17. Level 100
• Business process is loosely defined.
• Out of the box SharePoint workflows
(approval, collect feedback) leveraged
sporadically.
• A doclib or list provides a central base of
operations.
• Any workflow is document- vs.
application-centric.
BUSINESS PROCESS MANAGEMENT
22. 23% say over half
the documents in
SharePoint are
mission critical
#SPTechCon
BUSINESS PROCESS MANAGEMENT
23. Level 100
People.
Effort.
Change.
Technology.
Strategy.
BUSINESS PROCESS MANAGEMENT
24. Level 200
Business processes are designed;
some custom, departmental “nocode”
workflows (SP Designer, Visio,
or third-party tool) may be
implemented to handle simple
business rules (decision-based
routing).
BUSINESS PROCESS MANAGEMENT
25. Level 200
Dilbert
say hello to
Alice
BUSINESS PROCESS MANAGEMENT
26. Level 200
knowledge worker
sharepoint
administrator
BUSINESS PROCESS MANAGEMENT
29. Level 200
People.
Effort.
Change.
Technology.
Strategy.
BUSINESS PROCESS MANAGEMENT
30. Level 300
• Process is considered as a whole, rather
than as automating functional tasks.
• Transition from procedural document
workflow to orchestration of dynamic
business process.
• SharePoint is becoming the BP
platform, w/the introduction of 3rd party
BPM tool to support more complex business
rules.
BUSINESS PROCESS MANAGEMENT
31. Add-on apps for SharePoint?
Top 6 answers…
Workflow/BPM 43%
Search/Analytics 30%
Back-up support 30%
Data migration tools 26%
Security and rights management 24%
Archiving (long-term retention of content) 18%
0% 10% 20% 30% 40% 50%
#SPTechCon
BUSINESS PROCESS MANAGEMENT
32. Level 300
Meet the 130 knowledge workers
BUSINESS PROCESS MANAGEMENT
33. Level 300
Alice
he’s
Dogbert
say hello to
Wally
BUSINESS PROCESS MANAGEMENT
34. Level 300
sharepoint
administrator
business
process
analyst
sharepoint
developer
BUSINESS PROCESS MANAGEMENT
35. BPM: Loan Processing Example
Customer What is
Reroute Account Info happening
Loans? in my dept?
Capture
Docs?
Loan Application Loan Application Processor Underwriter Approved?
is scanned and is in SharePoint reviews loan reviews loan
indexed Book Loan
Rejected?
Notify
Customer
Manual Tasks:
Other Automate Review docs in file
Call client for add’l info
Docs? Tasks? Prepare Good Faith Estimate
Underwrite loan
Prepare loan for closing
BUSINESS PROCESS MANAGEMENT
40. Level 300
People.
Effort.
Change.
Technology.
Strategy.
BUSINESS PROCESS MANAGEMENT
41. Level 400
• Workflow is a component of SPbased
composite applications with connectivity
to LOB systems.
• Users have access to process analytics
and audit trails.
• Collaboration happens in the context of
a work item as part of a
dynamic, nonlinear business process
(the “case”).
BUSINESS PROCESS MANAGEMENT
42. Level 400
Meet the 130 knowledge workers
BUSINESS PROCESS MANAGEMENT
43. Level 400
Dogbert
Wally introducing
The Boss
BUSINESS PROCESS MANAGEMENT
44. Level 400 business
process
analyst
sharepoint playing himself
administrator
BUSINESS PROCESS MANAGEMENT
50. Level 400
People.
Effort.
Change.
Technology.
Strategy.
BUSINESS PROCESS MANAGEMENT
51. Level 500
• Power users can edit existing workflows to
adapt them to changing business needs on
the fly.
• Users leverage data from BPM to optimize
process, simulate on real data, clear
bottlenecks, balance work across workloads.
• Users have visibility into the process and
can provide feedback to process
improvements.
• Business processes extend to external
users.
BUSINESS PROCESS MANAGEMENT
56. Level 500
People.
Effort.
Change.
Technology.
Strategy.
BUSINESS PROCESS MANAGEMENT
57. Using or plan to use SharePoint for?
Platform for custom applications 46%
Business intelligence / dashboards 48%
Social, community, collaboration 53%
Business process management 54%
Workflow 67%
Portal, communication & web content 78%
management
Enterprise content management 61%
Content repository only 31%
0% 20% 40% 60% 80%
#SPTechCon
BUSINESS PROCESS MANAGEMENT
58. What Next?
Take the full assessment Visit Derek and Sadie at A Vision
Booth #903 for the Future
BUSINESS PROCESS MANAGEMENT
59. Contact Us
Sadie Van Buren Derek E. Weeks
@sadalit @weekstweets
59
BUSINESS PROCESS MANAGEMENT
