C2
  The C-Square
    Project
                         The Agility
                            Matrix,
                          Updated!

Clayton Costa
Enterprise Solutions Executive
Background…
 C2
The C-Square
  Project




 When I started to work with BPM suites, I
  first tried to understand WHY ANYONE
  would EVER invest on such tools
 To explain my conclusions, I have created
  a slide deck called “Agility Matrix
  Explained”, available at SlideShare.
 Now, it is time to update my comments and
  elaborate on the subject
C2
The C-Square
  Project
               From the basis
  To the initial simple axiom:
        “Every single company is made of business
         processes.”
  I will add a second one, specially
   relevant these days:
        “Humans make difference taking decisions and
         adding creativity to the tasks (that are part of
         the processes).”
C2
The C-Square
               So, companies
                 are a sum of
  Project
C2             Common sense?
                          But…
  The C-Square
    Project




           Consumerization of IT & Mobility made people smarter
           than ever, always connected and with access to high-
           quality IT services – for personal and professional
           needs.
Processes are still spread among different classes of
agility, with ideal process automation tools for each
class. Agile processes gain momentum as they have a
bigger potential to generate competitive advantage.


                  Information - and ‘data’ - is not
                  what it used to be…
C2
The C-Square
                  Information
               used to be rare
  Project




                              Information
                              Systems would
                              collect data
                              about processes,
                              as they run.
                              Other data would
                              come from
                              different sources,
                              like surveys and
                              data providers.

               And storage space used to be
                                expensive!
C2
 The C-Square
                Once processed*
                 it was ‘ready to
   Project




                       consume’
(*) But ‘processed’
means: modeled,
normalized, mined,
extracted, explored,
aggregated, stored,
queried, analyzed,
etc..
C2
The C-Square
                       Nowadays
                   information is
  Project




                        abundant
                                      M2M




                          Log files




           And most of it is really disposable…
                   So, is it worth the trouble?
Not really…
 C2
The C-Square
  Project




  A new axiom:
        “Valuable information is the one that
         is actionable – i.e. drives a decision!”
  It can be:
        Structured or Unstructured
        Perennial or Disposable
        ‘Normal’ or ‘Big’
A New World
   C2
  The C-Square
    Project




• People
   • Mobile & Equipped [BYOD]
   • Short Available Time/Attention Span
   • Information Overflow

• Processes
   • Mixed [Standard / Ad-Hoc]
   • People & Machine Actionable
   • Always Changing / Adapting

• Data
   • Structured or Unstructured
   • Perennial or Disposable
   • Normal or “Big”
C2               Requires a New
                      Enterprise
The C-Square
  Project




                Technology Stack
      Decision Support   Process Support
C2                        Volatile
The C-Square
  Project
                                       The Agility
  Expands on the same idea to
   Expands on the same idea to
  include Decision Support
   include Decision Support
  assets e.g. reports,
   assets e.g. reports,
                                           Matrix
  visualizations, scorecards
   visualizations, scorecards         For Decision Support
  and dashboards.
   and dashboards.


 Standard                             Life Cycle    Specific
                                      of a
Level of uniqueness of a
                                      decision
decision support asset
                                      support
                                      asset




                                      Stable
C2
The C-Square
  Project
                                             Volatile
                                                             ExampleServices &
                                                                     Products
                                                                   Development

                      Corporate                                                         Market
                     Governance                                                        Research
                                                              Customer
                                                              Loyalty &
                                                             Engagement

                         ITSM Reporting                                             Sales
                                                                                 Performance
                                                                                 Measurement


 Standard                                                                                    Specific
                                          Quality
                                          Control



                         Standard                                          Revenue
                        Performance                                       Management
                        Measurement


    Accounting &
     Financials
   Reporting (e.g.
   Books Closing)
                                                        Stable
C2
The C-Square
               Make or Buy
                  Decision
  Project




                  If it is a standard asset,
                there has to be a ‘ready-to-
                 buy’ solution somewhere.
                 If it changes very often, I
                       can expect higher
                     maintenance costs.
C2
The C-Square
                               Make or Buy
                                  Decision
  Project




    If one specific asset is
   very specific to the way
      one company does
   business, then it has to
   be developed - either in
     or off-house, but on a
   tailor-made agreement.
C2
The C-Square
                            Make or Buy
                               Decision
  Project




   And finally, there are
   those assets that are
     very specific, but
     change very often
  according to the market
     conditions. Those
   assets need an Agile
     Decision Support
        technology.
C2             Some Agile Decision
               Support Requirements
The C-Square
  Project




  Leverage all                        Model-less Asset
   information assets                   Building
         Cloud/On-Premise               Dimension-Free
         Structured & Unstructured
                                          Analysis
         Perennial & Disposable
                                         ETL-free
         Normal & “Big”
                                         Pluggable Advanced
  User-Friendly                          Analytics
         Engaging user
                                       High Performance
          experience
         Pre-built templates            Real-time user
                                          interaction
         Wizard-driven
C2
The C-Square
  Project
                              Volatile
                                          The Agility
  This updated version just
   This updated version just
  considers the whole left
   considers the whole left
  quadrant as “packaged
   quadrant as “packaged
                                              Matrix
  application” --assuming cloud-
   application” assuming cloud-
  based applications can fulfill the
                                                      For Process
   based applications can fulfill the
  demands for most of the
   demands for most of the                            Automation
  standard processes.
   standard processes.

 Standard                                Life Cycle        Specific
Level of uniqueness of a                 of the
business process                         business
                                         process




                                         Stable
Volatile
     C2
    The C-Square
      Project
                                                                            Services &
                      Tax                                                    Products
                   Management                                              Development

                                                                                               Sales &
                                                                                              Marketing
                                                                                                Mgt.

                                                                             SS
                                                                          HR
                                                                      Development
                                                                            E
                                                                         IN
                            Knowledge & IT
                                                                    B US                    Strategy

                                                               HE
                                Mgt.
                                                                                          Development
                                                              T
     Standard                                            TO                                             Specific
                                                      AL
                                           CustomerIC
                                                  T
                                              RI
                                           Services

                                          eC
                                                                            Environment
                                             Mgt.

                                        or
                                                                            Impact Mgt.


                       Accounting &
                                      M      Manufacturing
                        Financials            & Services
                           Mgt.                Delivery




                                                             Stable
Examples of processes from the APQC Reference Model
C2
   The C-Square
                                        The Matrix is
                                            UNIQUE
     Project



                  Volatile



                                          While the full process
                                          portfolio must be very
Standard
                                                 unique…
                             Specific


                                                             Volatile



                                         Standard
                  Stable
                                                                        Specific


Professional Services?

            …there might be
           some patterns per                                Stable


              industry…
                                                    Manufacturing?
C2                          The Make-Or-Buy decision
The C-Square


                                   when automating…
  Project




                                                                                 Volatile
                                                                                     Hum… Standard and
                                      Tax
                                                                                       neverProducts&
                                                                                                changes?
                                                                                              Services

                                   Management                                       Someone must have a
                                                                                             Development

                                                                                    ready solution to this! Marketing
                                                                                                            ISales &
                                                                                    want a Packaged App Mgt.
                                                                                             (ERP)!!!
                                                                                      HR Development


                  Level of uniqueness of a business
                                      Knowledge & IT                            Life Cycle                   Strategy
                  process                 Mgt.
                                                                                of the                     Development

                                                                                business
                     Standard                                                   process                                  Specific
                                                            Customer
                                                            Services
                                                                                             Environment
                                                              Mgt.
                                                                                             Impact Mgt.

                                        Accounting &            Manufacturing
                                         Financials              & Services
                                            Mgt.                  Delivery




               Examples of processes from the APQC Reference Model
                                                                                Stable
Volatile
     C2
    The C-Square
      Project
                                                                         Services &
                      Tax                                                 Products
                   Management                                           Development

                                                                                        Sales &
                                                                                       Marketing
                                                                                         Mgt.
                                                                       HR
                                                                   Development
                                                                       Hum… Always
  Level of uniqueness of a & IT                           Life Cycle changing,Strategy
                    Knowledge                                                     but for
  business process      Mgt.
                                                          of the      everybody at the
                                                                               Development

                                                          business same time? There
     Standard                                             process has to be a packaged     Specific
                                       Customer
                                       Services
                                                                    app for this as well…
                                                                         Environment
                                         Mgt.
                                                                         Impact Mgt.


                       Accounting &       Manufacturing
                        Financials         & Services
                           Mgt.             Delivery




Examples of processes from the APQC Reference Model       Stable
Volatile
     C2
    The C-Square
      Project
                                                                         Services &
             Ops… It’s a process
                      Tax                                                 Products
                   Management                                           Development
            that just relates to my
                                                                                            Sales &
              company? Let’s do                                                            Marketing
                                                                                             Mgt.
           some coding, once it’s                                      HR
             not going to change                                   Development

                  very often…
  Level of uniqueness of a & IT                           Life Cycle
                       Knowledge
  business process         Mgt.
                                                          of the
                                                                                         Strategy
                                                                                       Development

                                                          business
     Standard                                             process                                    Specific
                                       Customer
                                       Services
                                                                         Environment
                                         Mgt.
                                                                         Impact Mgt.


                       Accounting &       Manufacturing
                        Financials         & Services
                           Mgt.             Delivery




Examples of processes from the APQC Reference Model       Stable
Volatile
     C2
    The C-Square
      Project
                                                                         Services &
                      Tax                                                 Products
              Now what? Pieces of
                   Management                                           Development
            these – very important –                                                        Sales &
             processes are already                                                         Marketing
                                                                                             Mgt.
            automated by packaged                                      HR
            apps, but I often need to                              Development

  Level of uniqueness of a market
           adapt them to the
                       Knowledge & IT                     Life Cycle
  businessreq’s. This is the place to
            process         Mgt.
                                                          of the
                                                                                         Strategy
                                                                                       Development
               use Agile Process
              Automation solutions.                       business
     Standard                                             process                                    Specific
                                       Customer
                                       Services
                                                                         Environment
                                         Mgt.
                                                                         Impact Mgt.


                       Accounting &       Manufacturing
                        Financials         & Services
                           Mgt.             Delivery




Examples of processes from the APQC Reference Model       Stable
C2     And, what about…
The C-Square




            “The Cloud”?
  Project
C2
The C-Square
  Project
                   What changes
                  with the cloud?
  Mixing on-premise and
  Mixing on-premise and
on-the-cloud apps spread
 on-the-cloud apps spread     New core-integration
                               New core-integration
   the information and
    the information and      capabilities have to be
                              capabilities have to be
  processes all around.
   processes all around.      developed, like Data
                               developed, like Data
                                 Virtualization.
                                  Virtualization.




                            And others have to be re-
                             And others have to be re-
                              invented, like Process
                               invented, like Process
                                   Integration.
                                    Integration.
C2                 Some Agile Process
The C-Square
  Project
               Automation Requirements
 Integrated with the              User-Friendly
  user work stream                   Mobile (always on!)
       Office automation apps;      Engaging user
       Email & calendar;             experience
       Social networking;           Gaming concepts
       Project Management
        tools;
       Business Applications
        (expenses, time
        tracking etc..)
C2
  The C-Square
                                Back to my
                                    blog…
    Project




 From now on I will blog about potential enabling
  technologies related with the concepts mentioned here.
 I will use the following tags as identifiers:
    Agile Process Automation
    Agile Decision Support
    Process Integration
    Data Virtualization

 You can find my blog at http://claytoncosta.com
 Also, you can follow my reading list on twitter @cpcosta
C2
The C-Square
  Project




               That’s
                 all
               Folks!

Agility Matrix - Updated!

  • 1.
    C2 TheC-Square Project The Agility Matrix, Updated! Clayton Costa Enterprise Solutions Executive
  • 2.
    Background… C2 The C-Square Project  When I started to work with BPM suites, I first tried to understand WHY ANYONE would EVER invest on such tools  To explain my conclusions, I have created a slide deck called “Agility Matrix Explained”, available at SlideShare.  Now, it is time to update my comments and elaborate on the subject
  • 3.
    C2 The C-Square Project From the basis  To the initial simple axiom: “Every single company is made of business processes.”  I will add a second one, specially relevant these days: “Humans make difference taking decisions and adding creativity to the tasks (that are part of the processes).”
  • 4.
    C2 The C-Square So, companies are a sum of Project
  • 5.
    C2 Common sense? But… The C-Square Project Consumerization of IT & Mobility made people smarter than ever, always connected and with access to high- quality IT services – for personal and professional needs. Processes are still spread among different classes of agility, with ideal process automation tools for each class. Agile processes gain momentum as they have a bigger potential to generate competitive advantage. Information - and ‘data’ - is not what it used to be…
  • 6.
    C2 The C-Square Information used to be rare Project Information Systems would collect data about processes, as they run. Other data would come from different sources, like surveys and data providers. And storage space used to be expensive!
  • 7.
    C2 The C-Square Once processed* it was ‘ready to Project consume’ (*) But ‘processed’ means: modeled, normalized, mined, extracted, explored, aggregated, stored, queried, analyzed, etc..
  • 8.
    C2 The C-Square Nowadays information is Project abundant M2M Log files And most of it is really disposable… So, is it worth the trouble?
  • 9.
    Not really… C2 TheC-Square Project  A new axiom: “Valuable information is the one that is actionable – i.e. drives a decision!”  It can be: Structured or Unstructured Perennial or Disposable ‘Normal’ or ‘Big’
  • 10.
    A New World C2 The C-Square Project • People • Mobile & Equipped [BYOD] • Short Available Time/Attention Span • Information Overflow • Processes • Mixed [Standard / Ad-Hoc] • People & Machine Actionable • Always Changing / Adapting • Data • Structured or Unstructured • Perennial or Disposable • Normal or “Big”
  • 11.
    C2 Requires a New Enterprise The C-Square Project Technology Stack Decision Support Process Support
  • 12.
    C2 Volatile The C-Square Project The Agility Expands on the same idea to Expands on the same idea to include Decision Support include Decision Support assets e.g. reports, assets e.g. reports, Matrix visualizations, scorecards visualizations, scorecards For Decision Support and dashboards. and dashboards. Standard Life Cycle Specific of a Level of uniqueness of a decision decision support asset support asset Stable
  • 13.
    C2 The C-Square Project Volatile ExampleServices & Products Development Corporate Market Governance Research Customer Loyalty & Engagement ITSM Reporting Sales Performance Measurement Standard Specific Quality Control Standard Revenue Performance Management Measurement Accounting & Financials Reporting (e.g. Books Closing) Stable
  • 14.
    C2 The C-Square Make or Buy Decision Project If it is a standard asset, there has to be a ‘ready-to- buy’ solution somewhere. If it changes very often, I can expect higher maintenance costs.
  • 15.
    C2 The C-Square Make or Buy Decision Project If one specific asset is very specific to the way one company does business, then it has to be developed - either in or off-house, but on a tailor-made agreement.
  • 16.
    C2 The C-Square Make or Buy Decision Project And finally, there are those assets that are very specific, but change very often according to the market conditions. Those assets need an Agile Decision Support technology.
  • 17.
    C2 Some Agile Decision Support Requirements The C-Square Project  Leverage all  Model-less Asset information assets Building  Cloud/On-Premise  Dimension-Free  Structured & Unstructured Analysis  Perennial & Disposable  ETL-free  Normal & “Big”  Pluggable Advanced  User-Friendly Analytics  Engaging user  High Performance experience  Pre-built templates  Real-time user interaction  Wizard-driven
  • 18.
    C2 The C-Square Project Volatile The Agility This updated version just This updated version just considers the whole left considers the whole left quadrant as “packaged quadrant as “packaged Matrix application” --assuming cloud- application” assuming cloud- based applications can fulfill the For Process based applications can fulfill the demands for most of the demands for most of the Automation standard processes. standard processes. Standard Life Cycle Specific Level of uniqueness of a of the business process business process Stable
  • 19.
    Volatile C2 The C-Square Project Services & Tax Products Management Development Sales & Marketing Mgt. SS HR Development E IN Knowledge & IT B US Strategy HE Mgt. Development T Standard TO Specific AL CustomerIC T RI Services eC Environment Mgt. or Impact Mgt. Accounting & M Manufacturing Financials & Services Mgt. Delivery Stable Examples of processes from the APQC Reference Model
  • 20.
    C2 The C-Square The Matrix is UNIQUE Project Volatile While the full process portfolio must be very Standard unique… Specific Volatile Standard Stable Specific Professional Services? …there might be some patterns per Stable industry… Manufacturing?
  • 21.
    C2 The Make-Or-Buy decision The C-Square when automating… Project Volatile Hum… Standard and Tax neverProducts& changes? Services Management Someone must have a Development ready solution to this! Marketing ISales & want a Packaged App Mgt. (ERP)!!! HR Development Level of uniqueness of a business Knowledge & IT Life Cycle Strategy process Mgt. of the Development business Standard process Specific Customer Services Environment Mgt. Impact Mgt. Accounting & Manufacturing Financials & Services Mgt. Delivery Examples of processes from the APQC Reference Model Stable
  • 22.
    Volatile C2 The C-Square Project Services & Tax Products Management Development Sales & Marketing Mgt. HR Development Hum… Always Level of uniqueness of a & IT Life Cycle changing,Strategy Knowledge but for business process Mgt. of the everybody at the Development business same time? There Standard process has to be a packaged Specific Customer Services app for this as well… Environment Mgt. Impact Mgt. Accounting & Manufacturing Financials & Services Mgt. Delivery Examples of processes from the APQC Reference Model Stable
  • 23.
    Volatile C2 The C-Square Project Services & Ops… It’s a process Tax Products Management Development that just relates to my Sales & company? Let’s do Marketing Mgt. some coding, once it’s HR not going to change Development very often… Level of uniqueness of a & IT Life Cycle Knowledge business process Mgt. of the Strategy Development business Standard process Specific Customer Services Environment Mgt. Impact Mgt. Accounting & Manufacturing Financials & Services Mgt. Delivery Examples of processes from the APQC Reference Model Stable
  • 24.
    Volatile C2 The C-Square Project Services & Tax Products Now what? Pieces of Management Development these – very important – Sales & processes are already Marketing Mgt. automated by packaged HR apps, but I often need to Development Level of uniqueness of a market adapt them to the Knowledge & IT Life Cycle businessreq’s. This is the place to process Mgt. of the Strategy Development use Agile Process Automation solutions. business Standard process Specific Customer Services Environment Mgt. Impact Mgt. Accounting & Manufacturing Financials & Services Mgt. Delivery Examples of processes from the APQC Reference Model Stable
  • 25.
    C2 And, what about… The C-Square “The Cloud”? Project
  • 26.
    C2 The C-Square Project What changes with the cloud? Mixing on-premise and Mixing on-premise and on-the-cloud apps spread on-the-cloud apps spread New core-integration New core-integration the information and the information and capabilities have to be capabilities have to be processes all around. processes all around. developed, like Data developed, like Data Virtualization. Virtualization. And others have to be re- And others have to be re- invented, like Process invented, like Process Integration. Integration.
  • 27.
    C2 Some Agile Process The C-Square Project Automation Requirements  Integrated with the  User-Friendly user work stream  Mobile (always on!)  Office automation apps;  Engaging user  Email & calendar; experience  Social networking;  Gaming concepts  Project Management tools;  Business Applications (expenses, time tracking etc..)
  • 28.
    C2 TheC-Square Back to my blog… Project  From now on I will blog about potential enabling technologies related with the concepts mentioned here.  I will use the following tags as identifiers:  Agile Process Automation  Agile Decision Support  Process Integration  Data Virtualization  You can find my blog at http://claytoncosta.com  Also, you can follow my reading list on twitter @cpcosta
  • 29.
    C2 The C-Square Project That’s all Folks!