Uploaded byDavid Samoranski
Business Process Automation - #SPSBend
The document outlines a session on business process automation (BPA) presented by David Samoranski, focusing on strategy, roles, and requirements for effective BPA implementation. It details the process of identifying objectives, managing roles, and utilizing SWOT analysis to enhance collaboration and efficiency in strategic planning. Additionally, it includes user stories and guidelines for prioritizing tasks and measures within the BPA framework.
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Similar to Business Process Automation - #SPSBend
Business Process Automation - #SPSBend
- 1. Business Process Automation twitter @davidsamoranski david.samoranski @robbinsgioia.com David Samoranski Product Manager @davidsamoranski
- 2. Session Summary BPA Strategy Agile Strategic Planner @davidsamoranski
- 3. Thank You tothe Sponsors of SharePoint Saturday Bend!
- 4. BPA @davidsamoranski
- 5. What is BPA? Business Process Automation BPA @davidsamoranski
- 6. Business Processes Activity Information Work People Maturity @davidsamoranski
- 7. Activity Who What When Where @davidsamoranski
- 8. Information Content Attributes Templates Policy @davidsamoranski
- 9. People Administrators Approvers Contributors Stakeholders @davidsamoranski
- 10. Maturity Ad-hoc Repeatable Managed Optimized @davidsamoranski
- 11. Automation Enable Improve SharePoint Elements Benefits @davidsamoranski
- 12. STRATEGY @davidsamoranski
- 13. Common Terms Goals SWOT Objectives Metrics @davidsamoranski
- 14. Balanced Scorecard Financial Customer Process Learning @davidsamoranski
- 15. Strategy Map Themes Perspectives Objectives Objectives Themes Financial Objective Objective Customer Objective Objective Objective Process Objective Objective Learning Objective Objective Relationships Perspectives @davidsamoranski
- 16. Scorecards Fast groundturnaround 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. Strategic Plan Purpose Engage Communicate Align @davidsamoranski
- 18. The Process Mission Why we exist Values What we believe in Vision Foundation What we want to be Goals What we want to achieve SWOT Analysis Strengths, Weaknesses, Opportunities, Threats Strategic Objectives Strategy Our game plan Measures of Effectiveness How much we need to change Strategic Initiatives Performance What we need to do @davidsamoranski
- 19. Pains/Challenges Vocabulary Management Training Visibility @davidsamoranski
- 20. AGILE @davidsamoranski
- 21. Scrum Iterative Responsive Image courtesy of SSW http://rules.ssw.com.au/Management/RulesToBetterScrumUsingTFS/Pages/ScrumVisualImage.aspx @davidsamoranski
- 22. Define Roles &Responsibilities Administrators Strategic Planners Team Members Visitors @davidsamoranski
- 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 to explain the process phases in detail, provide examples, offer tips to complete assigned tasks, and define terms used in the methodology to ensure that I am able to understand and engage with the planning process. @davidsamoranski
- 24. More User Stories Asa Strategic Planner, I need to identify the members of my Strategy Team so that the tool can send automatic notifications to the appropriate people. As a Strategic Planner, I need to generate a strategy map from the final objectives. This will provide a visual communication mechanism for my organization and enable improved understanding of the relationships between the strategic objectives, themes, and perspectives. As a Strategic Planner, I need the workflow to remind members of the Strategy Team when a task’s end date is approaching. This will help remind them to enter any last minute contributions before the task ends. @davidsamoranski
- 25. Quantifying Requirements Priority 100 –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. Plan Phase –High Level @davidsamoranski
- 27. Plan Phase –Detail Level Setup/Start Goal Collaboration Start Goal Collaboration End Goal Selection Start Goal Selection End SWOT Anaysis Strategic Planner 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. Plan Phase –Detail Level SWOT Analysis End Objective Collaboration Start Objective Collaboration End Objective Selection Start Objective Selection End Measure Identification Start Strategic Planner 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. Plan Phase –Detail Level Measure Identification End Measure Approval Start Measure Approval End Final Approval Generate Ouputs Done Strategic Planner 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. STRATEGIC PLANNER @davidsamoranski
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- 36. IA Requirements &Wireframes 2.2.1 – SWOT Content Type Strength Data Type Single line of text Description What you have to work with 2.2.2 – SWOT Content Type Weakness Data Type Single line of text Description What you need to change or develop 2.2.3 – SWOT Content Type Opportunity Data Type Single line of text Description Favorable situations or environments that can be leveraged immediately 2.2.4 – SWOT Content Type Threat Data Type Single line of text Description Barriers to accomplishing the vision @davidsamoranski
- 37. Content Types &Lists @davidsamoranski
- 38. List Data &Customization @davidsamoranski
- 39. Effort Content Custom Web Parts & Pages Columns, Content Types, Lists and Views Workflow UI/UX @davidsamoranski
- 40. QUESTIONS? David Samoranski |@davidsamoranski | (703) 706-4020 david.samoranski@robbinsgioia.com @davidsamoranski
- 41. THANK YOU! @davidsamoranski