brief descriptions of sample projects completed by Minear & Company consultants to help university administrative departments focus their resources on what matters most
Minear & Company uses a customer-focused, data-rich approach to evaluating operational effectiveness and designing the high-impact solutions that promote greater efficiency
A Minear & Company case example showing our general approach to helping university administrative departments find and create substantial opportunities
Opportunities in Higher Ed Administrationminearandco
Universities face growing pressures. Minear & Company believes there are ample opportunities to re-engineer the administrative state, freeing up resources and balancing cost structures.
Identifying knowledge value measurement in a company - june 2006Epistema
Paper Contribution for Knowledge Board Community - UK- after Conference: "Contactivity '06" - april 2006, at Business School of University of Greenwich - London
Minear & Company uses a customer-focused, data-rich approach to evaluating operational effectiveness and designing the high-impact solutions that promote greater efficiency
A Minear & Company case example showing our general approach to helping university administrative departments find and create substantial opportunities
Opportunities in Higher Ed Administrationminearandco
Universities face growing pressures. Minear & Company believes there are ample opportunities to re-engineer the administrative state, freeing up resources and balancing cost structures.
Identifying knowledge value measurement in a company - june 2006Epistema
Paper Contribution for Knowledge Board Community - UK- after Conference: "Contactivity '06" - april 2006, at Business School of University of Greenwich - London
Business Intelligence Analysis - The key to organisational and business successcssa
Cavin Griffiths, Executive Business Intelligence at Telkom discusses important of Business Intelligence in large organisations and the value add over time as more people buy into the philosophy.
Supporting the Health and Well-Being of Your Workers in a Post-Pandemic WorldWorkday, Inc.
As workers adjust to new routines brought on by the global pandemic, organizations are reimagining benefits packages to provide them with a broader approach to wellness.
Our HR leaders share how they’re approaching health and wellness and highlight areas of the organization you’ll want to focus on most to emerge stronger from the crisis.
Advancing Digital Acceleration: Lessons Learned in 2020Workday, Inc.
During the pandemic, financial services firms accelerated their reliance on automation, while an increasingly dispersed workforce was met with an unprecedented volume of digital transactions.
Now, finance leaders are seeking ways to learn from the lessons of 2020 while advancing their digital acceleration efforts in 2021 and beyond.
Evaluating and comparing ERP systems can be complicated. Netsuite and Sage 100 ERP illustrate the differences. Read our free 18-page guide to evaluating the key considerations and advantages of leading systems.
Your Challenge:
Situation
Enterprise Architecture increases the organization’s ability to provide consistent services, accessible information, scalable infrastructure, and flexible technology integration on demand. It helps bridge the gap between business and IT and creates a shared enterprise vision.
Complication
EA programs that are run without the required EA capability level are prone to failure.
EA capability optimization and EA operating model design skills are not common, as they are not everyday tasks.
Our Advice:
Critical Insight
Using this research while assessing and optimizing your EA capability will help you:
Architect the EA capability by applying four architectural perspectives: Contextual, Conceptual, Logical, and Physical. Develop an EA Operating Model starting at the contextual level, and proceeding through to the physical.
Develop a sponsored mandate for EA capability. Identify and engage EA capability stakeholders. Determine organizational scope, i.e. responsibility and authority of EA. Identify business drivers for optimizing an EA capability. Analyze organizational context. Secure executive support and authorization to execute.
Establish EA capability purpose and strategic direction. Write EA capability vision statement. Craft EA capability mission statement. Define EA capability goals and measures. Create EA principles. Assess current and determine target EA capability level.
Document EA management process. Define EA management practices. Define interactions between EA management and other processes. Define EA capability performance and value measurement approach.
Design EA organization and roles. Design EA organization structure. Define EA roles. Define required skills and proficiency levels for EA roles. Determine required EA staff capacity.
Standardize EA tools and work products. Establish an EA repository. Decide on EA tools to be used. Define EA artifacts and work products.
Develop an EA capability improvement plan. Consolidate and refine steps required to roll out the target EA operating model and improve EA capability. Draw an EA capability improvement roadmap.
As the COVID-19 vaccines promise relief in the global fight against the coronavirus, organizations are creating the infrastructure to manage communication, compliance, and distribution to their workers and families. Join Workday to learn how members of the community are preparing for the next phase of virus response.
View related videos:
Using Workday to Return to the Workplace | Experiences https://www.youtube.com/watch?v=5TdzzkICG-Q
Using Workday to Return to the Workplace | Agility https://www.youtube.com/watch?v=CTamQQuNw6A
Enabling Fluid Professional Services Delivery | IDC Webinar | WorkdayWorkday, Inc.
In this slide deck, professional services experts from IDC and Workday review the areas companies need to invest in to successfully meet the demands of changing customers.
Mapping Your Planning Journey with Adaptive InsightsWorkday, Inc.
Find out from our product experts on how customers have gone live on Adaptive Insights to rapidly gain business value and achieve more active planning for better business agility.
Predictive analytics are increasingly a must-have competitive tool. A well-defined workflow and effective decision modeling approach ensures that the right predictive analytic models get built and deployed.
Have you ever been stuck in an airport security line because of one bottleneck? It's not just frustrating--it's also inefficient. The concept of "flow" is important in business as well. This meet-up defined "flow" in the process context as well as the biggest driver of creating flow. Specifically, we focused on the biggest driver of creating flow: planning processes to "pull" instead of "push".
How to Use Machine Learning in Clinical Research Right NowMMS Holdings Inc.
To watch this webinar, please visit: https://bit.ly/3yUm5pw
In machine learning, there are usually one of two distinct objectives: inference or prediction. In analyses involving clinical trial data and/or real-world data, a machine learning solution can be used by data scientists to detect patterns that conventional analysis and statistical methods cannot. Thus, a machine learning practitioner can help to infer which subgroups that respond, either particularly well or poorly, to a treatment. Similarly, machine learning algorithms can be used to predict a discrete or time-to-event outcome. When knowledge increases of subgroups of interest and on outcomes before they occur, the impact on patient care and clinical research is very powerful.
In this Expert Insights webinar, attendees will learn:
• Why data science and the use of machine learning is essential to pharmaceutical, biotech, and medical device organizations
• How to use machine learning to understand outcomes before they occur
• Practical approaches for inference or prediction through machine learning
• Metrics to evaluate the performance of predictions made
Possibilities for the future of machine learning in clinical research
Are your frontline managers spending too many hours manually reviewing timesheets and payroll entries? In this slide deck, learn how Workday leverages machine learning to enable managers and payroll administrators to streamline these labor-intensive tasks—freeing up their time for more strategic, value-added work.
Running head CHICK-FILL-A ACTION PLAN 1CHICK-FILL-A ACTIO.docxsusanschei
Running head: CHICK-FILL-A ACTION PLAN
1
CHICK-FILL-A ACTION PLAN
2
Chick-fil-A Action Plan
Chick-fil-A Action Plan
The Chick-fil-a organization hired Team C as consultants to address needs this organization feels needs resolving. Team C was able to develop a project plan that will address the needs of this organization. Team C created an action plan to help the organization better understand the process of the project plan. In this action plan summary, Team C will discuss the data collection process, the different measures used to for the action plan, taking the data collection and converting into monetary value. Team C will discuss how to take all this information and utilized it terms of training and development for Chick-fil-A.
Data Collection
Collecting data for the project is done to assess how well the project is meeting, or has met the stated goals and objectives. According to Shays (2005), “Data collection is a delaying tactic to decide where to begin" (pg1) There are multiple ways to collect the data including questionnaires, surveys, interviews, and focus groups are types of data collection that require human interaction. Collection methods would be ideal in helping the project team evaluate the differences in customer service, before and after the training. Measurement tests, simulations, and observation are a few other ways for the researchers to collect data. Measurement tests, simulations, and observation are meant to evaluate the depth of the employees learning or practical application of the skills taught as a part of the training program. This is ideal for Chik-fil-A’s training program evaluation. Project teams must research each data collection method to ensure they have selected the best methods of collecting the data for their project, so they are able to properly assess the project's performance (Phillips et al., 2015).
Methods for Data Collection
To ensure project success, the consultant will utilize different data collecting methods. The consultants will conduct interviews with top management to gather input at the reaction level. These interviews will provide a clear understanding of how main stockholders and top management perceive the project, how useful do they believe it will be and how effective do they perceive the chosen communication methods. Feedback on the reaction level is essential to ensure customer satisfaction.
Data collection for the learning level will consist of a small survey given to the trainees. A small survey with mainly close-ended questions will provide information on how the new training program skills are received. Addressing the learning objective will be key in knowing if the trainees understand the new tools and if the learning process is being effective.
Application and implementation level are to measure the various times during the project. Prior every location manager is trained, they will be provided with an action plan with step by steps instructions on h ...
Weekly tasks or assignments (Individual or Group Projects) will be.docxphilipnelson29183
Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.
The design of your research should now be completed, and you are ready for the execution phase. This is a key step in the research process and should result is meaningful, measurable, and useful information that you will use later for analysis purposes. Proper execution of your research plan will play a large role in the success of your project.
For this assignment, you will continue your work on the project with the execution of the research portion of the project. Research identified in Week 2 will be conducted, results will be gathered, and a summary of the research results will be presented as part of the submission for the week. You will also provide a summary of how well the research process achieved the desired goals for the project.
The project deliverables are the following:
· Update the Information Technology Problem Analysis document title page with a new date and project name.
· Update the previously completed sections based on your instructor's feedback.
· New Content: Project Research Execution
· Research Execution
· Conduct the research identified in the research plan, and document the process as it is performed.
· Gather the research results in an organized format that clearly identifies how the results relate to the identified problem(s) and the benefits that can be expected from solutions that have been found.
· Research Results Summary
· Summarize the results of the research.
· ? Include a discussion of specific project objectives that can now be stated based upon the research. Each objective should be unique and not overlap with other objectives and each objective should be supported by information and measures identified via the research. For example, a potential problem could be a trend of reduced customer satisfaction that is correlated with reduced sales. Research concerning what causes this type of problem and research about solutions, may reveal many issues and solutions. For example, customer service could be slow due to an IT system that has a slow response time when customer service representatives access information. The online sales portal that the customers utilize (if there is one) could be too slow – it could also be confusing. It could be that it is needed to consider using Social Media as part of a new customer relations campaign that will place our company more in touch with each specific customer and allow the identification of trends in what customers want and what they think about our company.
· ? Discuss how tangible and intangible measures are related to each objective and solution. For example, reductions in labor cost due to a proposed change accomplished via a specific IT project, is a tangible measure. An increase in customer satis.
Business Intelligence Analysis - The key to organisational and business successcssa
Cavin Griffiths, Executive Business Intelligence at Telkom discusses important of Business Intelligence in large organisations and the value add over time as more people buy into the philosophy.
Supporting the Health and Well-Being of Your Workers in a Post-Pandemic WorldWorkday, Inc.
As workers adjust to new routines brought on by the global pandemic, organizations are reimagining benefits packages to provide them with a broader approach to wellness.
Our HR leaders share how they’re approaching health and wellness and highlight areas of the organization you’ll want to focus on most to emerge stronger from the crisis.
Advancing Digital Acceleration: Lessons Learned in 2020Workday, Inc.
During the pandemic, financial services firms accelerated their reliance on automation, while an increasingly dispersed workforce was met with an unprecedented volume of digital transactions.
Now, finance leaders are seeking ways to learn from the lessons of 2020 while advancing their digital acceleration efforts in 2021 and beyond.
Evaluating and comparing ERP systems can be complicated. Netsuite and Sage 100 ERP illustrate the differences. Read our free 18-page guide to evaluating the key considerations and advantages of leading systems.
Your Challenge:
Situation
Enterprise Architecture increases the organization’s ability to provide consistent services, accessible information, scalable infrastructure, and flexible technology integration on demand. It helps bridge the gap between business and IT and creates a shared enterprise vision.
Complication
EA programs that are run without the required EA capability level are prone to failure.
EA capability optimization and EA operating model design skills are not common, as they are not everyday tasks.
Our Advice:
Critical Insight
Using this research while assessing and optimizing your EA capability will help you:
Architect the EA capability by applying four architectural perspectives: Contextual, Conceptual, Logical, and Physical. Develop an EA Operating Model starting at the contextual level, and proceeding through to the physical.
Develop a sponsored mandate for EA capability. Identify and engage EA capability stakeholders. Determine organizational scope, i.e. responsibility and authority of EA. Identify business drivers for optimizing an EA capability. Analyze organizational context. Secure executive support and authorization to execute.
Establish EA capability purpose and strategic direction. Write EA capability vision statement. Craft EA capability mission statement. Define EA capability goals and measures. Create EA principles. Assess current and determine target EA capability level.
Document EA management process. Define EA management practices. Define interactions between EA management and other processes. Define EA capability performance and value measurement approach.
Design EA organization and roles. Design EA organization structure. Define EA roles. Define required skills and proficiency levels for EA roles. Determine required EA staff capacity.
Standardize EA tools and work products. Establish an EA repository. Decide on EA tools to be used. Define EA artifacts and work products.
Develop an EA capability improvement plan. Consolidate and refine steps required to roll out the target EA operating model and improve EA capability. Draw an EA capability improvement roadmap.
As the COVID-19 vaccines promise relief in the global fight against the coronavirus, organizations are creating the infrastructure to manage communication, compliance, and distribution to their workers and families. Join Workday to learn how members of the community are preparing for the next phase of virus response.
View related videos:
Using Workday to Return to the Workplace | Experiences https://www.youtube.com/watch?v=5TdzzkICG-Q
Using Workday to Return to the Workplace | Agility https://www.youtube.com/watch?v=CTamQQuNw6A
Enabling Fluid Professional Services Delivery | IDC Webinar | WorkdayWorkday, Inc.
In this slide deck, professional services experts from IDC and Workday review the areas companies need to invest in to successfully meet the demands of changing customers.
Mapping Your Planning Journey with Adaptive InsightsWorkday, Inc.
Find out from our product experts on how customers have gone live on Adaptive Insights to rapidly gain business value and achieve more active planning for better business agility.
Predictive analytics are increasingly a must-have competitive tool. A well-defined workflow and effective decision modeling approach ensures that the right predictive analytic models get built and deployed.
Have you ever been stuck in an airport security line because of one bottleneck? It's not just frustrating--it's also inefficient. The concept of "flow" is important in business as well. This meet-up defined "flow" in the process context as well as the biggest driver of creating flow. Specifically, we focused on the biggest driver of creating flow: planning processes to "pull" instead of "push".
How to Use Machine Learning in Clinical Research Right NowMMS Holdings Inc.
To watch this webinar, please visit: https://bit.ly/3yUm5pw
In machine learning, there are usually one of two distinct objectives: inference or prediction. In analyses involving clinical trial data and/or real-world data, a machine learning solution can be used by data scientists to detect patterns that conventional analysis and statistical methods cannot. Thus, a machine learning practitioner can help to infer which subgroups that respond, either particularly well or poorly, to a treatment. Similarly, machine learning algorithms can be used to predict a discrete or time-to-event outcome. When knowledge increases of subgroups of interest and on outcomes before they occur, the impact on patient care and clinical research is very powerful.
In this Expert Insights webinar, attendees will learn:
• Why data science and the use of machine learning is essential to pharmaceutical, biotech, and medical device organizations
• How to use machine learning to understand outcomes before they occur
• Practical approaches for inference or prediction through machine learning
• Metrics to evaluate the performance of predictions made
Possibilities for the future of machine learning in clinical research
Are your frontline managers spending too many hours manually reviewing timesheets and payroll entries? In this slide deck, learn how Workday leverages machine learning to enable managers and payroll administrators to streamline these labor-intensive tasks—freeing up their time for more strategic, value-added work.
Running head CHICK-FILL-A ACTION PLAN 1CHICK-FILL-A ACTIO.docxsusanschei
Running head: CHICK-FILL-A ACTION PLAN
1
CHICK-FILL-A ACTION PLAN
2
Chick-fil-A Action Plan
Chick-fil-A Action Plan
The Chick-fil-a organization hired Team C as consultants to address needs this organization feels needs resolving. Team C was able to develop a project plan that will address the needs of this organization. Team C created an action plan to help the organization better understand the process of the project plan. In this action plan summary, Team C will discuss the data collection process, the different measures used to for the action plan, taking the data collection and converting into monetary value. Team C will discuss how to take all this information and utilized it terms of training and development for Chick-fil-A.
Data Collection
Collecting data for the project is done to assess how well the project is meeting, or has met the stated goals and objectives. According to Shays (2005), “Data collection is a delaying tactic to decide where to begin" (pg1) There are multiple ways to collect the data including questionnaires, surveys, interviews, and focus groups are types of data collection that require human interaction. Collection methods would be ideal in helping the project team evaluate the differences in customer service, before and after the training. Measurement tests, simulations, and observation are a few other ways for the researchers to collect data. Measurement tests, simulations, and observation are meant to evaluate the depth of the employees learning or practical application of the skills taught as a part of the training program. This is ideal for Chik-fil-A’s training program evaluation. Project teams must research each data collection method to ensure they have selected the best methods of collecting the data for their project, so they are able to properly assess the project's performance (Phillips et al., 2015).
Methods for Data Collection
To ensure project success, the consultant will utilize different data collecting methods. The consultants will conduct interviews with top management to gather input at the reaction level. These interviews will provide a clear understanding of how main stockholders and top management perceive the project, how useful do they believe it will be and how effective do they perceive the chosen communication methods. Feedback on the reaction level is essential to ensure customer satisfaction.
Data collection for the learning level will consist of a small survey given to the trainees. A small survey with mainly close-ended questions will provide information on how the new training program skills are received. Addressing the learning objective will be key in knowing if the trainees understand the new tools and if the learning process is being effective.
Application and implementation level are to measure the various times during the project. Prior every location manager is trained, they will be provided with an action plan with step by steps instructions on h ...
Weekly tasks or assignments (Individual or Group Projects) will be.docxphilipnelson29183
Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.
The design of your research should now be completed, and you are ready for the execution phase. This is a key step in the research process and should result is meaningful, measurable, and useful information that you will use later for analysis purposes. Proper execution of your research plan will play a large role in the success of your project.
For this assignment, you will continue your work on the project with the execution of the research portion of the project. Research identified in Week 2 will be conducted, results will be gathered, and a summary of the research results will be presented as part of the submission for the week. You will also provide a summary of how well the research process achieved the desired goals for the project.
The project deliverables are the following:
· Update the Information Technology Problem Analysis document title page with a new date and project name.
· Update the previously completed sections based on your instructor's feedback.
· New Content: Project Research Execution
· Research Execution
· Conduct the research identified in the research plan, and document the process as it is performed.
· Gather the research results in an organized format that clearly identifies how the results relate to the identified problem(s) and the benefits that can be expected from solutions that have been found.
· Research Results Summary
· Summarize the results of the research.
· ? Include a discussion of specific project objectives that can now be stated based upon the research. Each objective should be unique and not overlap with other objectives and each objective should be supported by information and measures identified via the research. For example, a potential problem could be a trend of reduced customer satisfaction that is correlated with reduced sales. Research concerning what causes this type of problem and research about solutions, may reveal many issues and solutions. For example, customer service could be slow due to an IT system that has a slow response time when customer service representatives access information. The online sales portal that the customers utilize (if there is one) could be too slow – it could also be confusing. It could be that it is needed to consider using Social Media as part of a new customer relations campaign that will place our company more in touch with each specific customer and allow the identification of trends in what customers want and what they think about our company.
· ? Discuss how tangible and intangible measures are related to each objective and solution. For example, reductions in labor cost due to a proposed change accomplished via a specific IT project, is a tangible measure. An increase in customer satis.
Pharma Research Labs IT: Taking Hold of Resource Capacity and Demand Across P...UMT
The technology application support group of a major pharmaceutical’s R&D division is responsible for the solution de-velopment, release and support activities required to maintain existing applications and platforms. The work is per-formed by both employees and outsourced contractors located at four different sites and regions. The 150 IT staff works both on new development and support activities at any given time.
A story of legal re engineering - people, processes & profitAlastair Ross
A case study of re-engineering in a law firm, focusing on the people aspects as well as the processes. Discusses the challenges faced and approaches to manage them.
In an increasingly digital world, the ability to find jobs has never been easier and the challenge to retain talent has never been harder. Employers, especially in the public sector, find themselves at a crossroads where not only could they lose talent but they will spend precious resources hiring, onboarding, and training new staff. Accenture is a leader in recruitment, reinventing the experience for candidates, line managers and recruiters by unlocking the potential of technology, data and your teams. We have end-to-end capability which allows us to go from recruitment strategy, right through to delivery and running recruitment operations; bringing confidence we will leave you with a workable solution.
Assignment:
Course Project: Analyze Resource Implications
Note: Please review the Course Project Overview (found under Week 1) before beginning this assignment.
When planning for change in student support programs, you must consider myriad financial and human resources implications. For this part of your Course Project, you will determine which resources will be required to make your program a reality. Consider the current financial and political environment at your institution when analyzing the necessary resources.
***Assignment****
How will you use data to guide your decisions in allocating financial and human resources? Prepare a 2- to 3-page paper, to be submitted outlining the following:
· The financial resources required for the new program
· The human resources required to start and sustain the new program
· A description of the roles and responsibilities of the relevant staff
· A rationale to support your decisions
Note: It is not necessary to specify dollar amounts for budgetary items or specific position titles. Simply describe the types of resources (financial and human) needed to support your program.
Assignment length: 2–3 pages
SWOT Analysis
Running head: SWOT ANALYSIS
1
SWOT ANALYSIS
2
SWOT Analysis
In the BlueShield Company procedures followed were mainly granted and modeled by the training programs offered by the company as well as our education system. This allows for the company to therefore, be a better organization. However, the models we learned are not applicable in reality. We, therefore, have to plan in order to be well prepared (Leiber et al., 2018).
Planning mainly constitutes analyzing our organization. In this, the planning will have to consider the last place of our organization and its future. The organization has to be inspected to find out its strengths, weaknesses, possible threats, as well as the available opportunities in order for it to be successful (Menga et al., 2015).
Objectives
The main objective of this SWOT analysis is to state the main ambition of BlueShield company and inspect the weaknesses, possible opportunities as well as threats that would deter the company from achieving its set goal. The analysis would also outline the present state of the company and its future.
Strengths
Weaknesses
· The professional staff is engaged in the company.
· There is a huge number of employees in the company.
· Unskilled labor force to supplement the number of employees.
· Employees focus more on the output, they therefore, make errors which lead to clients’ dissatisfaction. This action will cost the company and can cost them dearly.
· Customers who visit the company per year are almost close to 120 million which is a good number.
· Collaborations with other companies have always been strong.
· The process of supplying facilities by the company is realized by courier vehicles.
· Outreach programs in society are strengthened in the company’s welfare activities.
· The company has many depar.
Executive Recruiting: Building Capability & Achieving SuccessRussell Podgorski
This article describes some of the reasons executives may not succeed then provides a roadmap that in-house executive recruiting teams can use to build capability within their organization and increase the likelihood of executive success.
Hello Everyone,
I would like to share the project management presentation.this presentation helps for healthcare students or anyone who is interested in project management.
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Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
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The French Revolution, which began in 1789, was a period of radical social and political upheaval in France. It marked the decline of absolute monarchies, the rise of secular and democratic republics, and the eventual rise of Napoleon Bonaparte. This revolutionary period is crucial in understanding the transition from feudalism to modernity in Europe.
For more information, visit-www.vavaclasses.com
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It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
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This slides describes the basic concepts of ICT, basics of Email, Emerging Technology and Digital Initiatives in Education. This presentations aligns with the UGC Paper I syllabus.
Biological screening of herbal drugs: Introduction and Need for
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Model Attribute Check Company Auto PropertyCeline George
In Odoo, the multi-company feature allows you to manage multiple companies within a single Odoo database instance. Each company can have its own configurations while still sharing common resources such as products, customers, and suppliers.
1. University Student Loan Office
Client:
What staff do we need?
Project Length:
8 weeks
(3 of active consulting)
The Student Loan Office was in
the midst of a number of
changes, as responsibilities
were shifting to other groups,
moving on-line and becoming
more self-serve. They wanted
to look at roles and
responsibilities within the
department.
Core work
requirements
should dictate
staffing needs.
We began with an inexpensive
time estimation exercise with
the staff to approximate the
effort required by each work
process. We incorporated data
on transaction volumes to
measure efficiencies and
interviewed staff to hear their
hypotheses and ideas as well
as what they liked and didn’t
like about their roles.
Taken together, these data led
to various outcomes: elimination
of activities that were expensive
and unnecessary (e.g., double
checking software functions),
evaluation of services that were
more expensive than their
merits, mapping of inefficient
processes and their antidotes,
re-allocating responsibilities
among staff based on
preferences and aptitudes, and
drafting longer-term projections
of staffing needs.
Situation Project Outcomes
Minear & Company
Perspective
2. As part of the American
Recovery and Reinvestment
Act (ARRA), recipients of
Federal research grants were
required to provide quarterly
financial and progress reports.
These requirements were
outside the department’s
established reporting
processes. Initial efforts to
address them were requiring
hundreds of effort-hours each
quarter.
Where
processes
involve clear
rules, use
technology to
implement
them.
The project focused on 2
components: 1) an automated
batch process to take financial
data from university systems
and automatically generate
the reports; and 2) a simple
web interface to easily collect
progress updates from
researchers all in one place.
Once the rules for how reports
should be populated were
clear, the tool development
went quickly.
Time tracking indicated that
the new process cut out more
than 75% of the effort
requirements of the one it
replaced. Reports were
completed and automatically
submitted in a fraction of the
time it had taken to complete
the process manually. The
process also completely
eliminated calculation and
translation errors from the
financial portion of the reports.
Situation Project Outcomes
Minear & Company
Perspective
University Office of Sponsored Programs
Client:
How can we quickly and easily address new requirements?
Project Length:
2 Reporting Quarters
(3 weeks of active consulting)
3. A small group responsible for
delivering certain financial
services to internal university
clients was struggling to deliver
the service levels it felt were
appropriate. The capacity of
the group was stretched thin.
They needed answers that
were not simply “do more.”
Efficiency
improvement
begins with
understanding
what matters.
We interviewed the staff to
understand their focus and
had them estimate how they
spent their time in order to
understand how the
department was investing its
resources. To identify where
improvements were most
needed, we held one-on-one
interviews with a handful of key
clients.
When compared, we saw a
clear mismatch between client
service expectations and how
the group implicitly viewed its
mission, as indicated by how it
saw its responsibilities and how it
collectively invested its time. We
recommended exercises to
clarify the group’s mission and
services, followed by
development of explicit service
delivery processes and
corresponding client
communications.
Situation
Minear & Company
Perspective
Project Outcomes
University Financial Service Team
Client:
How can we upgrade our service levels?
Project Length:
7 weeks
(1 of active consulting)
4. The group was having difficultly
answering the question, “How
are we doing?” They had
vague attitudinal measures
from an annual student survey,
a count of help desk issues but
no sense of how well they were
resolved, scattered systems
performance data,
inconsistent project metrics,
and no idea of service costs.
The quality of
performance
measurements is
far more
important than
which tools are
used to gather
them.
The first step was to define a set of
metrics based on “success” in
fulfilling the group’s mission. Next
we looked for ways to collect
representative, comparable, and
actionable data using existing
technology wherever possible. We
implemented annual customer
surveys using a low-cost online tool,
used the help desk ticketing
application to collect transactional
satisfaction data, used the existing
project management tool for daily
effort tracking, and created semi-
automated dashboards in Excel.
Because we had integrated our
data collection with existing
tools and processes, we had
excellent response rates. We
combined customer and
employee data with operational
data to create weekly
dashboards that directly
answered questions such as:
How often do we deliver
individual services? How well?
How do customers rate them?
What does each project and
service cost? What’s changing?
Where are we improving?
Situation Project Outcomes
Minear & Company
Perspective
University IT
Client:
How can we measure and understand our performance?
Project Length:
~1 year
5. A research department was in
a growth phase that was
expected to accelerate. The
finance team was struggling to
keep up. They wanted to
investigate what processes,
skills, tools and staff positions
would be needed to help
them grow successfully.
Improve
productivity
before
increasing
headcount.
To really understand the work
requirements, time was spent
on-site closely observing
processes and interacting with
staff. A staff exercise provided
estimates on process
investments. Further interviews
were conducted with clients,
external stakeholders, and best
practice departments.
Benchmarking data
provided additional context.
The data displayed lower-than-
average productivity measures
while observation showed
significant time lost in back-and-
forth, both with clients and
within the team. Brochures and
job aids were created to simplify
policies and outline consistent
decision rules. Simple processes
were automated. Broader
automation opportunities were
examined. Staffing model
options and leadership
requirements were provided for
forward planning.
Situation Project Outcomes
Minear & Company
Perspective
Medical School Research Department
Client:
How should we prepare for growth?
Project Length:
8 weeks
(5 of active consulting)
6. The IT group had grown quickly
since inception in response to
rapidly increasing customer
demands. At nearly 200 staff
members, its practice of
offering custom, reactive, on-
demand services to all parties
was becoming problematic.
They recognized the need to
define and articulate a set of
core offerings.
A clear mission is
one that can
anchor an
effective service
catalog, a strong
brand, and a
useful portfolio of
strategic
measures.
We worked with senior
executives to define 5
“Principles of Service” that
differentiated the areas in which
their aims were to be
“innovative” and/or “best in
class” from those where focus
was on “reliable, effective, and
efficient” service. We linked
these principles to broader
university mission statements
and re-framed project and
service descriptions around
them.
We incorporated the new
positioning into 4 key
deliverables: 1) a marketing
booklet distributed to all clients
to demonstrate how the group
delivered on its principles, 2.) a
charter aligning the overall
mission, sub-unit mission
statements, service offerings,
service catalog, and org
structure, 3.) an on-line service
catalog framed in a “How do I”
customer perspective, and 4.) a
reframing of customer surveys
around the principles.
Situation Project Outcomes
Minear & Company
Perspective
University IT
Client:
How do we define ourselves and our offerings?
Project Length:
18 weeks
(14 of active consulting)
7. The HR group wanted to take a
look at some basic HR data
that had been collected for
the past several years to see
what it had to say as well as
how it might inform their
thinking about a larger metrics
strategy.
HR strategies are
most effective
when informed
by how an
individual’s work
impacts the
overall mission.
We analyzed the data to
1) compare to external
benchmarks (e.g., tenure),
2.) view trends over time (esp.,
cost per function), and
3.) examine informative ratios
such as direct and indirect
investments (i.e., core service
roles vs. management, IT, HR,
etc.). We also grouped roles to
look at the work requirements
of various functions in terms of
analytic vs. processing skills.
We advocated a focus on the
value of each role and each
individual’s performance in
their role. We outlined how to
collect the required data and
a set of useful metrics to guide
high-impact HR strategies
(e.g., merit pay for high
performers in high value roles;
re-training for high performers
in low value roles; swift
replacement for low
performers in high value roles).
Situation Project Outcomes
Minear & Company
Perspective
HR for Financial Administration & Alumni Affairs
Client:
What can and should our HR data tell us?
Project Length:
3 weeks
(1 of active consulting)
8. Given a heterogeneous and
demanding client base, the
process of deciding which
projects to fund each year was
precarious and political. The
lack of transparency invariably
engendered resentments.
While costs could be
compared, there was no clear
way to compare the relative
advantages of different
projects with widely different
aims.
All organizations
need “benefit”
criteria that can
be transparently
ranked, weighted,
measured, and
compared.
The first step was to translate
the mission components into
measurable operational and
attitudinal criteria. Next we
specified discrete levels of
scope and outcome. We then
worked with a project team of
senior managers to collectively
assemble a set of weightings
for those levels. Lastly, we built
a tool to apply the
methodology.
The result was a “Benefit
Calculator” that was able to
assign a score to each
potential project based on the
project aims and anticipated
outcomes. At the end of each
project, these outcomes could
be measured using a system of
standardized surveys and
collected measures.
Situation Project Outcomes
Minear & Company
Perspective
University IT
Client:
How can we prioritize projects more objectively?
Project Length:
15 weeks
(6 of active consulting)
9. The group’s management was
feeling conflicting pressures
about whether or not to add
more staff: the existing staff
were feeling stretched but the
larger university was looking to
shrink budgets. They needed
on-going insight into where
staff were necessary and how
to make the case for them.
Costs-of-
services should
be the
foundational
metrics for an
administrative
service bureau.
To develop an understanding
of what resources were
needed and where, we set out
to answer: “What does it take
to deliver each service and
what are the sources of
variation in those
requirements?” We outlined
the activities that comprised
the service delivery processes
and had staff track their time
on a weekly basis.
We combined the activity
tracking data with operational
data and created a system of
dashboards that could give
information by employee, by
individual customer, by
customer’s department, by
activity, by service, by grant,
by sponsor, and by time
period. This provided staffing
requirement benchmarks as
well as service cost data to
compare to alternative
delivery methods.
Situation Project Outcomes
Minear & Company
Perspective
University Office of Sponsored Programs
Client:
How can we consistently know how many resources we need?
Project Length:
~ 1 year
(10 weeks of active consulting)
10. Analysis of the group’s cost-of-
service data showed a
disproportionate amount of
investment was consumed by
highly standardized operations
(e.g., report production and
compliance monitoring).
Metrics such as cost-per-report
compared poorly to external
benchmarks.
Rapid
prototyping is
essential to
fully capturing
business
requirements.
We conducted several weeks
of interviewing and job
shadowing to outline business
requirements. We then
mocked up a prototype for
review. We were able to build
a fully functional portal within 3
months. As exceptional cases
were identified, we rapidly
updated the prototype to
handle them.
At the end of 3 months, the time it
took to complete 200 standard
invoices had gone from 250 hours
each month to less than 1. After
several additional rounds of
iteration, the majority of reports
and invoices could be
completed and mailed to
sponsors with just 2 button clicks.
In addition, most research
departments were taking
advantage of the system’s
automated compliance
monitoring features.
Situation Project Outcomes
Minear & Company
Perspective
University Office of Sponsored Programs
Client:
How do we modernize our operations?
Project Length:
~ 2 years
Operational in 3 months