Business Process Automation - #SPSBend

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The ability to enable business processes is one of the most valuable features in SharePoint. This session will present how an organization can implement a strategic management process based on the Balanced Scorecard using SharePoint functionality. We will look at the steps involved in modeling the process to construct the information architecture and workflow elements. We will also look at how integrated learning materials and attention to user experience can help increase the adoption of BPA solutions in SharePoint. This session will provide a detailed example of how an organization can leverage SharePoint to improve a business process.

Published in: Technology

Business Process Automation - #SPSBend

  1. 1. Business Process Automation twitter @davidsamoranski david.samoranski @robbinsgioia.comDavid SamoranskiProduct Manager @davidsamoranski
  2. 2. Session SummaryBPA Strategy Agile Strategic Planner @davidsamoranski
  3. 3. Thank You to the Sponsors of SharePoint Saturday Bend!
  4. 4. BPA @davidsamoranski
  5. 5. What is BPA? Business Process Automation BPA @davidsamoranski
  6. 6. Business Processes Activity Information Work People Maturity @davidsamoranski
  7. 7. Activity Who What When Where @davidsamoranski
  8. 8. Information Content Attributes Templates Policy @davidsamoranski
  9. 9. People Administrators Approvers Contributors Stakeholders @davidsamoranski
  10. 10. Maturity Ad-hoc Repeatable Managed Optimized @davidsamoranski
  11. 11. Automation Enable Improve SharePoint Elements Benefits @davidsamoranski
  12. 12. STRATEGY @davidsamoranski
  13. 13. Common Terms Goals SWOT Objectives Metrics @davidsamoranski
  14. 14. Balanced Scorecard Financial Customer Process Learning @davidsamoranski
  15. 15. Strategy Map Themes Perspectives Objectives Objectives ThemesFinancial Objective ObjectiveCustomer Objective Objective ObjectiveProcess Objective ObjectiveLearning Objective Objective Relationships Perspectives @davidsamoranski
  16. 16. Scorecards Fast ground turnaround 1 - On Ground Time 2 - On-Time Departure Objectives Metrics 1 - 30 Minutes 2 - 90% Cycle time optimization Targets Initiatives Example courtesy of Southwest Airlines @davidsamoranski
  17. 17. Strategic Plan Purpose Engage Communicate Align @davidsamoranski
  18. 18. The Process Mission Why we exist Values What we believe in VisionFoundation What we want to be Goals What we want to achieve SWOT Analysis Strengths, Weaknesses, Opportunities, Threats Strategic ObjectivesStrategy Our game plan Measures of Effectiveness How much we need to change Strategic InitiativesPerformance What we need to do @davidsamoranski
  19. 19. Pains/Challenges Vocabulary Management Training Visibility @davidsamoranski
  20. 20. AGILE @davidsamoranski
  21. 21. Scrum Iterative ResponsiveImage courtesy of SSWhttp://rules.ssw.com.au/Management/RulesToBetterScrumUsingTFS/Pages/ScrumVisualImage.aspx @davidsamoranski
  22. 22. Define Roles & Responsibilities Administrators Strategic Planners Team Members Visitors @davidsamoranski
  23. 23. User Stories As a <type of user>, I need <a capability> so that I receive <a benefit>.As a Strategy Team Member, I need learning materials toexplain the process phases in detail, provide examples,offer tips to complete assigned tasks, and define termsused in the methodology to ensure that I am able tounderstand and engage with the planning process. @davidsamoranski
  24. 24. More User StoriesAs a Strategic Planner, I need to identify the members of my Strategy Teamso that the tool can send automatic notifications to the appropriate people.As a Strategic Planner, I need to generate a strategy map from the finalobjectives. This will provide a visual communication mechanism for myorganization and enable improved understanding of the relationshipsbetween the strategic objectives, themes, and perspectives.As a Strategic Planner, I need the workflow to remind members of theStrategy Team when a task’s end date is approaching. This will help remindthem to enter any last minute contributions before the task ends. @davidsamoranski
  25. 25. Quantifying RequirementsPriority100 – 1000 in increments of 100 (100 = highest priority)Increments of 10 and 1 used to prioritize more granularly Effort Value 1 – 1 hour 1 – Least Value 2 – 4 hours 2 – Low Value 3 – 8 hours 3 – Moderate Value 5 – 2 days 5 – High Value 8 – 3 days 8 – Higher Value 13 – 1 week 13 – Most Value @davidsamoranski
  26. 26. Plan Phase – High Level @davidsamoranski
  27. 27. Plan Phase – Detail Level Setup/Start Goal Collaboration Start Goal Collaboration End Goal Selection Start Goal Selection End SWOT AnaysisStrategicPlanner Completes Configuration Form to Start Workflow Workflow Creates Goal Any Tasks That Were Creates Goal Any Tasks That Were Creates SWOT Collaboration Tasks Not Completed Are Selection Tasks for Not Completed Are Anaysis Tasks for for Each Team Marked Complete Each Team Member Marked Complete Each Team Member Member Strategy Team Completes Goal Completes Goal Completes SWOT Collaboration Tasks Selection Tasks and Anslysis Tasks and and Marks Tasks Marks Tasks Marks Tasks Complete Complete Complete @davidsamoranski
  28. 28. Plan Phase – Detail Level SWOT Analysis End Objective Collaboration Start Objective Collaboration End Objective Selection Start Objective Selection End Measure Identification StartStrategicPlanner Workflow Creates Objective Creates Measure Any Tasks That Were Any Tasks That Were Creates Objective Any Tasks That Were Collaboration Tasks Identification Tasks Not Completed Are Not Completed Are Selection Tasks for Not Completed Are for Each Team for Each Team Marked Complete Marked Complete Each Team Member Marked Complete Member Member Strategy Team Completes Objective Completes Objective Completes Measure Collaboration Tasks Selection Tasks and Identification Tasks and Marks Tasks Marks Tasks and Marks Tasks Complete Complete Complete @davidsamoranski
  29. 29. Plan Phase – Detail Level Measure Identification End Measure Approval Start Measure Approval End Final Approval Generate Ouputs DoneStrategicPlanner Completes Final Clicks Button/ Approval Task and Completes Task to Workflow Complete Marks Tasks Generate Outputs Complete Workflow Any Tasks That Were Creates Measure Any Tasks That Were Creates Final Creates Generate Not Completed Are Approval Tasks for Not Completed Are Approval Task for Outputs Button/ Marked Complete Each Team Member Marked Complete Strategic Planner Task Strategy Team Completes Measure Approval Tasks and Marks Tasks Complete @davidsamoranski
  30. 30. STRATEGIC PLANNER @davidsamoranski
  31. 31. @davidsamoranski
  32. 32. @davidsamoranski
  33. 33. @davidsamoranski
  34. 34. @davidsamoranski
  35. 35. @davidsamoranski
  36. 36. IA Requirements & Wireframes2.2.1 – SWOTContent Type StrengthData Type Single line of textDescription What you have to work with2.2.2 – SWOTContent Type WeaknessData Type Single line of textDescription What you need to change or develop2.2.3 – SWOTContent Type OpportunityData Type Single line of textDescription Favorable situations or environments that can be leveraged immediately2.2.4 – SWOTContent Type ThreatData Type Single line of textDescription Barriers to accomplishing the vision @davidsamoranski
  37. 37. Content Types & Lists @davidsamoranski
  38. 38. List Data & Customization @davidsamoranski
  39. 39. EffortContent Custom Web Parts & PagesColumns, Content Types, Lists and Views Workflow UI/UX @davidsamoranski
  40. 40. QUESTIONS?David Samoranski | @davidsamoranski | (703) 706-4020 david.samoranski@robbinsgioia.com @davidsamoranski
  41. 41. THANK YOU! @davidsamoranski

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