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Achieving Service Excellence:
 Making Every Moment Matter



   Steve Russell
   SVP, Research and Development
   OpenText




April 26, 2012
                                     BUSINESS PROCESS SOLUTIONS                      1
                                   Copyright © Open Text Corporation. All rights reserved.
To achieve business excellence, every…

      1   Outcome


      2   Person


      3   Process


      4   Improvement


      5   Experience
                              … matters.
                               BUSINESS PROCESS SOLUTIONS   2
1 Every OUTCOME Matters




                   BUSINESS PROCESS SOLUTIONS   3
Start Outside-In: Align Strategy with Execution
                         Manufacturing Companies
                                                                                                                                                                                                             Product
                                                 Order                                                                                                                                                      Shipment

                                      Generate
                                       Order



                         Field Operations




                                                                                                                                          Rejected Order
                                                                              Completed                         Submitted
                                                       1                                      2                                                                                                        7
                                                                  Expedite   No Order                             Order
                                                 Complete Order    Order?
                                                                                          Submit Order                                                                                           Ship Product




                                                                      Yes
                         Finance




                                                                                                                                     No
                                                                                                                         3




                                                                                                                                                                                                       Product
                                                                                                                                      Credit
                                                                                                                   Approve Credit   Approved?




                                                                                                                                           Yes
                         Production




                                                                                                                                           Approved Order
                                                                                                                                                                  Scheduled Order                      6
                                                                                                                                                                                                 Build Product




                                                                                                                                                                               Component Parts
                         Order Entry System
                                                                                                                                          4
                                                                                            Prioritized Order
                                                                                                                                    Schedule Order



                         Component Vendors
                                                                                                                                                            Scheduled         5
                                                                                                                                                              Order          Ship




Strategy & Enterprise                            Process Analysis                                                                                                                                                          Process Execution
     Architecture                                 & Optimization                                                                                                                                                             & Management
                         ➤ Modeling: Current                                                                                                                                                                           ➤ Design
➤ Goals and objectives
                           & Future State                                                                                                                                                                              ➤ Integration
➤ Enterprise Models
                         ➤ Simulation                                                                                                                                                                                  ➤ Automation
➤ Relationships
                         ➤ Optimization (Six                                                                                                                                                                           ➤ Metrics and Monitoring
  & Future State
                           Sigma, SCOR, ITIL…)



                                                                                                                                                                                                                           BUSINESS PROCESS SOLUTIONS   4
2 Every PERSON Matters




      Work      Role

      Goals     Skills




                         BUSINESS PROCESS SOLUTIONS   5
Put the User at the Center of Your Design...
           BUILDERS           MANAGERS




          PARTICIPANTS       STRATEGISTS

                                    BUSINESS PROCESS SOLUTIONS   6
3 Every PROCESS Matters




                    BUSINESS PROCESS SOLUTIONS   7
Not All Processes Are Created Equal

Structured Process                  Unstructured Processes

Highly Predictable                     Unpredictable, Ad-hoc
Straight-through process                “Case” management
Model-driven                                       User-driven


                                          BUSINESS PROCESS SOLUTIONS   8
3 Every IMPROVEMENT Matters
4.




                     BUSINESS PROCESS SOLUTIONS   9
Build for rapid delivery and reuse of applications

                Company           Years     MBPM-Trained        Processes           End                 Industry
                                             Developers         Deployed           Users
                                                                                                                    David
AmerisourceBergen      4
 Corporate ServiceCenter                            6               225 Search for Services…
                                                                                 3,000         Life Sciences
Pfizer(Wyeth)                       3               7               15            2,500        Life Sciences
CaroMont Health                     5               2               90            1,500        Healthcare
                                             Track                          My
Blue Rhino                          5              1
                                             Requests               26           400
                                                                            Services           Retail     Options
           Service
City of Richmond                    3               1               30            1,000        State & Local Govt
        Catalog
Duke Energy                         3      Report 4                 75 Enter4,500                        Generate
                                                                                               Energy & Utilities
                                           Incident                         Request                         Reports
Glacier Financial                   2               1               94            2,000        Financial Services
Martineau Johnson                   6      Find
                                                    1               40 Get 375                 Legal
Michael BestIdeas
        New & Friedrich             7            1
                                           Documents                45 Answers
                                                                           450                 Legal     Contact Us

Talisman Energy                     3               0               25            900          Energy & Utilities
Wilmington Enterprise service notifications and announcements are streamed here… 2,500
           Trust                      7              10                45                      FS/Banking


Powered by...




                                                                                                  BUSINESS PROCESS SOLUTIONS   10
5 Every EXPERIENCE Matters




                    BUSINESS PROCESS SOLUTIONS   11
Deliver Signature Experiences

                       Persona-Based
                   Systems of Engagement


     Purposeful,
                                                Cloud
      Process
                                                Ready
       Driven




          Rich                             Mobile &
       Experiences                          Social
                          Content
                          Enabled


                                                BUSINESS PROCESS SOLUTIONS   12
From Strategy to Execution,
             Make Every Moment Matter.

         Start with Desired Outcomes

         Design with Your People in Mind

         Create Flexible Processes

         Build for Rapid Improvement

         Deliver Signature Experiences




                                         BUSINESS PROCESS SOLUTIONS   13
Need More Information?



Visit our Website: www.opentextbps.com
or
Send an email to: ProcessSpecialist!@opentext.com




                                                    BUSINESS PROCESS SOLUTIONS   14

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Achieving Service Excellence with Business Process Management

  • 1. Achieving Service Excellence: Making Every Moment Matter Steve Russell SVP, Research and Development OpenText April 26, 2012 BUSINESS PROCESS SOLUTIONS 1 Copyright © Open Text Corporation. All rights reserved.
  • 2. To achieve business excellence, every… 1 Outcome 2 Person 3 Process 4 Improvement 5 Experience … matters. BUSINESS PROCESS SOLUTIONS 2
  • 3. 1 Every OUTCOME Matters BUSINESS PROCESS SOLUTIONS 3
  • 4. Start Outside-In: Align Strategy with Execution Manufacturing Companies Product Order Shipment Generate Order Field Operations Rejected Order Completed Submitted 1 2 7 Expedite No Order Order Complete Order Order? Submit Order Ship Product Yes Finance No 3 Product Credit Approve Credit Approved? Yes Production Approved Order Scheduled Order 6 Build Product Component Parts Order Entry System 4 Prioritized Order Schedule Order Component Vendors Scheduled 5 Order Ship Strategy & Enterprise Process Analysis Process Execution Architecture & Optimization & Management ➤ Modeling: Current ➤ Design ➤ Goals and objectives & Future State ➤ Integration ➤ Enterprise Models ➤ Simulation ➤ Automation ➤ Relationships ➤ Optimization (Six ➤ Metrics and Monitoring & Future State Sigma, SCOR, ITIL…) BUSINESS PROCESS SOLUTIONS 4
  • 5. 2 Every PERSON Matters Work Role Goals Skills BUSINESS PROCESS SOLUTIONS 5
  • 6. Put the User at the Center of Your Design... BUILDERS MANAGERS PARTICIPANTS STRATEGISTS BUSINESS PROCESS SOLUTIONS 6
  • 7. 3 Every PROCESS Matters BUSINESS PROCESS SOLUTIONS 7
  • 8. Not All Processes Are Created Equal Structured Process Unstructured Processes Highly Predictable Unpredictable, Ad-hoc Straight-through process “Case” management Model-driven User-driven BUSINESS PROCESS SOLUTIONS 8
  • 9. 3 Every IMPROVEMENT Matters 4. BUSINESS PROCESS SOLUTIONS 9
  • 10. Build for rapid delivery and reuse of applications Company Years MBPM-Trained Processes End Industry Developers Deployed Users David AmerisourceBergen 4 Corporate ServiceCenter 6 225 Search for Services… 3,000 Life Sciences Pfizer(Wyeth) 3 7 15 2,500 Life Sciences CaroMont Health 5 2 90 1,500 Healthcare Track My Blue Rhino 5 1 Requests 26 400 Services Retail Options Service City of Richmond 3 1 30 1,000 State & Local Govt Catalog Duke Energy 3 Report 4 75 Enter4,500 Generate Energy & Utilities Incident Request Reports Glacier Financial 2 1 94 2,000 Financial Services Martineau Johnson 6 Find 1 40 Get 375 Legal Michael BestIdeas New & Friedrich 7 1 Documents 45 Answers 450 Legal Contact Us Talisman Energy 3 0 25 900 Energy & Utilities Wilmington Enterprise service notifications and announcements are streamed here… 2,500 Trust 7 10 45 FS/Banking Powered by... BUSINESS PROCESS SOLUTIONS 10
  • 11. 5 Every EXPERIENCE Matters BUSINESS PROCESS SOLUTIONS 11
  • 12. Deliver Signature Experiences Persona-Based Systems of Engagement Purposeful, Cloud Process Ready Driven Rich Mobile & Experiences Social Content Enabled BUSINESS PROCESS SOLUTIONS 12
  • 13. From Strategy to Execution, Make Every Moment Matter. Start with Desired Outcomes Design with Your People in Mind Create Flexible Processes Build for Rapid Improvement Deliver Signature Experiences BUSINESS PROCESS SOLUTIONS 13
  • 14. Need More Information? Visit our Website: www.opentextbps.com or Send an email to: ProcessSpecialist!@opentext.com BUSINESS PROCESS SOLUTIONS 14

Editor's Notes

  1. Eureka Moment – If I improve my customer experience, taking out what the customer doesn’t want … then that will gives me cost reduction. But then I discover that by focusing more on the customer experience, I learn new things that the customer wants, that I wouldn’t have discovered anywhere else. It allows me to innovate that experience and deliver more value, distinguishing my offering from that of the competitors.
  2. User experience design is the most important part of your BPM initiative, and the part on which most companies spend the least amount of time
  3. Early end-user involvement reduces costs by 25%!8 hours per change vs. 32 hoursEarly detection issues are easier to addressBy correcting usability problems in the design phase, American Airlines reduced the cost of those fixes by 60-90%”2
  4. Business made up of a spectrum of processes
  5. Quickly address lifeblood processes – internal , administrative business servicesEnable people to focus and do what they do bestOne platform, address 100’s to 1,000’s process (business) needs