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Becoming a Process-Drive Enterprise


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Discover the advantages of becoming a process-driven company, and the means to get there in a very cost and time effective manner.

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Becoming a Process-Drive Enterprise

  1. 1.<br />1<br />Becoming a<br />Process-Driven<br />Enterprise<br />
  2. 2. From the Masters<br /><br />2<br />“If you can&apos;t describe what you are doing as a process, you don&apos;t know what you&apos;re doing.”<br />“In God we trust, all others bring data.”<br />--W. Edwards Deming<br />“What gets measured gets done.”<br />--Peter Drucker<br />
  3. 3. FERF 2009: Major Technology Gaps<br />Ongoing Monitoring of Business Performance<br />Creating Effective Information Sharing Environment<br />Facilitating Analysis & Decision Making<br />Creating an Enterprise-wide View of Performance<br />Managing Business Risk<br />Reducing Enterprise Operating Costs<br />Consolidating Financial Processes<br />Integrating Strategy with Daily Business Processes<br /><br />3<br />
  4. 4. Trouble in the Trenches<br />Too many people signing off<br />Not the right people signing off<br />Leads to <br />Low productivity<br />Lack of confidence<br />Confusion<br />In order to demonstrate control<br />Must define delegation of authority / rules<br />Evidence control execution<br /><br />4<br />Automatic execution of governance rules<br />
  5. 5. Process Maturity Levels<br /><br />5<br />SPS Workflow gets you there<br />
  6. 6. Results<br /><br />6<br />
  7. 7. Great Workflow is …<br />Role & Rule Based<br />Logically Sequenced<br />Reliably Repeatable<br />Accessible: Web + Email Based<br />Easily Understood by Participants<br />Highly Agile<br /><br />7<br />Our Workflows give you all of these<br />
  8. 8. ShareVis Functionality<br />Establish rolesand rules for creation, modification, approval and storing of information<br />Executionand tracking of the process<br />Who acted -- leverages WSS-established roles & permissions<br />What they did -- submit, approve/reject, view, comment, revise<br />When they did it -- determine cycle time<br />Why -- justification of action<br />Compel individuals/teams to act on the document/form<br />Store resulting documents & forms in a well organized manner<br />Flow information to other enterprise systems<br />Track/Review/Analyze/Optimizethe process<br /><br />8<br />Brings speed & reliability to your business<br />
  9. 9. Process Workflow Examples<br />Capital Expenditure<br />Budget Approval<br />Purchasing Order Approval<br />Invoice Payment Approval<br />Travel & Expense Approval<br />Financial Reporting Review/Approval (SOX)<br />Order Entry & Fulfillment<br />Marketing Campaign Approval<br />Product / Service Delivery<br />Proposal Submission<br />Proposal Review/Approval<br />Contract Approval (buy/sell)<br />Absence Approval/Tracking<br />Hiring/New Employee<br />Promotion/Pay Change<br />Engineering Change<br />Supplier Corrective Action<br />Root Cause Analysis<br /><br />9<br />A unifying enterprise platform<br />
  10. 10. Realizing the Process<br /><br />10<br />FormEX<br />Microsoft InfoPath<br />Workflow<br />Designer<br />SharePoint<br />
  11. 11. Simple Time Off Example<br />Delegation of Authority / Roles<br />An employee’s manager must approve time off requests<br />Human Resources must approve time off requests subsequent to the manager’s approval<br />Rules<br />Employees are notified via email when their time off request is approved or rejected<br />Time off requests must be approved within 2 working days<br />All absences are shown on the corporate calendar<br /><br />11<br />
  12. 12. Activity Diagram: DoA & Business Rules<br /><br />12<br />
  13. 13. Time Off Request Form<br /><br />13<br />
  14. 14.<br />14<br />Demonstration<br />Process Moments<br />
  15. 15. Licensees<br /><br />15<br />
  16. 16. Typical Engagement<br />$7K – Base System + $2K per Process Definition<br />Limit of $29K total licensing<br />11 paid processes = unlimited process definitions<br />Excludes workflow development costs<br />Other Hardware/Software: Typically $0 <br />SharePoint & SQL Server already installed<br />Workflow Development <br />SPS Workflow Factory<br />Your Workflow Factory (developed by us)<br />Your staff (IT or non-IT)<br /><br />16<br />
  17. 17. Next Steps<br />Identify a process with<br />Potential for improvement<br />Unregulated / unmanaged<br />We’ll Define the workflow based on<br />Delegation of Authority<br />Organizational Responsibility<br />Content/Subject matter<br />Demonstrate it to your stakeholders<br /><br />17<br />
  18. 18.<br />18<br />With minimal investment and a great partner you really can derive all the benefits of being a process-driven enterprise!<br />Call or email me at<br /><br />734.678.1220<br />to set up a meeting to discuss your particular situation and challenges.<br />Thank You!<br />
  19. 19. Process-Enabling Your EnterpriseOn SharePointwith ShareVis<br /> 2009-04-02<br /><br />19<br />
  20. 20. About SPS Workflow<br />Ann Arbor based IT Consultancy focused on <br />Business Process Automation<br />Information Architecture and Flow<br />President, Principal Consultant: Russ Blaesing<br />25 Years of Information Technology Experience<br />Sales, Marketing, Design & Development<br />Consumer, Telecom, Financial, Automotive, Pharma<br />Third Successful Company<br />ShareVis Partner<br /><br />20<br />
  21. 21. SPS Workflow Introduction<br />FERF Technology Issues Report<br />Governance & Business Processes<br />Demonstration<br />How to Get Started<br /><br />21<br />Agenda<br />
  22. 22. 2009 FERF Technology Survey<br />42% of IT organizations report to the CFO<br />High on CFO/IT Agenda<br />Web-based applications<br />Integrating financial system into the enterprise<br />Corporate performance management (CPM)<br />Information integrity<br />86.3% willing to invest in IT systems that bring competitive advantage, efficiency and enterprise transformation capabilities<br /><br />22<br />ShareVis is Transformative<br />
  23. 23. Key FERF Report Recommendations<br />“IT must work with finance to understand how new technologies can help transform enterprise processes.”<br />“Firms should consider investments in CPM initiatives, focusing on integrating people, processes and technologies to improve PM.”<br /><br />23<br />ShareVis integrates people & processes <br />through technology <br />
  24. 24. Continuous Controls Monitoring (CCM)<br />Addresses both Governance Risk and Compliance (GRC) and Performance Management (PM)<br />Improves controls for compliance<br />Helps manage fraud<br />Prevents cash leaks<br />Improves working capital<br /><br />24<br />ShareVis provides CCM which leads to CPM<br />
  25. 25. Highways & Side Streets<br />Appropriately matching technology with process will improve the business, particularly finance process alignment<br />Too many applications have been deployed without process alignment<br />ERP investments have been “mostly successful”<br /><br />25<br />ShareVis supplements your <br />ERP System (main highway) with <br />low cost process alignment capabilities (side streets)<br />
  26. 26. Processes Become Workflows<br /><br />26<br />Delegation of <br />Authority<br />Standardized <br />Forms<br />Rules<br />Routing <br />Based on <br />Workflow<br />Rules<br />CAPEX <br />AUTHORIZATION<br />Workflow<br />CAPEX<br />T&E<br />AUTHORIZATION<br />Workflow<br />T&E <br />APPROVAL<br />Processes<br />Workflow<br />HR<br />REQUISITION<br />HIRING<br />“my <br />assignments” <br />in<br />SharePoint<br />Workflow<br />INVOICE <br />APPROVAL<br />INVOICE <br />AUTHORIZATION<br />