THE SHAPE OF WORK RE-THINKING Boxer Enterprise is an enterprise operations platform for general...

THE SHAPE OF WORKRE-THINKING

Boxer Enterprise is an enterprise operations platform for general business.

It is content-neutral so can reshape any part of any organization.

It is an unusual tool, because it can do so many things.

Here is how it works.

ASPIRATIONS & REALITY

Any kind of work can be structured or unstructured.

When it is structured, it is scalable, trainable, and reportable.

Unfortunately, most of our work is unstructured.

And that’s too bad!

ERPSystem

SiloSystem

StructuredSilo Solutions

StructuredEnterprise Solutions

ProcessManual

SharedSpreadsheet

InboxUnstructuredMS Office

CONCEPTUAL MODEL

UnstructuredMS Office

StructuredSilo Solutions

StructuredEnterprise Solutions

ASPIRATION

UnstructuredMS Office

StructuredSilo Solutions

StructuredEnterprise Solutions

REALITY

STATUSLIST

REQUEST

TRACKING

REPORT

INSPECTIONRESULTS

PROCESS

CUSTOMERINFO ORDERS

LISTFEED-BACK

ROLE

S

ASSIGN-MENTS

DUEDATES

COSTS

NOTES

ROAD-MAP

CONTA

CTS

INSTRUCTIONS

REPORT

LIST

CBAs

UPDATES

HOW-TO

REVIEW

STATUS

PROCES

ACTION

COSTS

PRO-UnstructuredMS Office

StructuredSilo Solutions

StructuredEnterprise Solutions

PROJECTPLAN

THE SHAPE OF WORKRETHINKING

We typically think of work by job, function, or department.

We think of these as being very different.

But we can understand them from another perspective as well.

And we see how much they have in common.

Promote our brands and advise on product

& PR opportunities.

MARKETING

Manage day to day operations to maintain quality & performance.

OPERATIONS

Repair, maintain, and install our fixed assets

and real property.

MAINTENANCE

Ensure that activities meet regulations & internal standards.

COMPLIANCE

Across the enterprise, we have many roles & responsibilities.

We see each job, function, or department having a unique shape.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

Work is not monolithic; it is a collection of distinct elements.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

It’s almost like cookie cutter shapes, with some extra dough.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

The distinct shapes constitute most of our activity.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

We can re-arrange the shapes to create some order.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

When we look at them in the abstract, they are very similar.

DEPARTMENT 1 DEPARTMENT 3DEPARTMENT 2 DEPARTMENT 4

We could just as easily color them another way.

We could also straighten things up a little and get organized.

We could also straighten things up a little and get organized.

Consider work by element type, not by job, function, or department.

ELEMENTS OVERVIEW

Work can be understood as an assemblage of distinct elements.

These elements relate to specific patterns, activities, and concepts.

Once we start seeing these patterns, we see them everywhere.

And each is covered by a Boxer Enterprise core system.

So what are these “elements,” anyway?

They are common patterns, activities, and concepts in our work.

It may be a little abstract, but if you look, you see them everywhere!

So what are these “elements,” anyway?

Tasks, projects, to-do lists, tickets, requests, status lists, and other

similar transactions of any

size or duration.

Physical items, inventories,

concepts, groups, lists, categories,

metadata, and all the associated information.

Surveys, inspections,

checklists, and similar forms that

include a list of questions and

answers.

Assignments, roles,

associations, permissions,

participations, & other info about

people.

Process documents, how-to's, descriptions

of anything people need to

do, including images and text.

Reports, data visualizations,

blocks of content with common

filters, rendered in HTML, SSRS, or

even Excel.

ExamplesTasks, projects, to-do lists, tickets, requests, status lists, and other similar transactions of any size or duration.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Press Release• Media Inquiry• SWOT Analysis• Materials Request• Marketing Project• Content Posting

• Work Order• Acknowledgment• Equipment Order• Prev. Maintenance• Supply Inventory• Conduct Inspection

• Customer Check-In• Property Project• Variance Review• Customer On-Board• Site Takeover• Bill Adjustment

• Regulatory Filing• Compliance Review• Site Visit• Legal Opinion• Document Audit• Certification

Physical items, inventories, concepts, groups, lists, categories, metadata, and all the associated information.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Media Outlet• Press Release• Content Type• Website• Design Resource• Lead Source

• Equipment• Property• Tool• Supplier• Maintenance Freq.• Certification

• Location• Vendor• Customer• Vehicle• Menu Item• Market

• Regulatory Agency• Auditor• Municipality• Compliance Status• Regulation• ISO Standard

Examples

Surveys, inspections, checklists, and similar forms that include a list of questions and answers.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Pre-Posting Review• Customer Survey• SEO Checklist• Collateral QA• Campaign Effectiveness• Branding Review

• Safety Inspection• Maintenance Checklist• Closing Checklist• Hurricane Preparedness• Energy Efficiency QA• Skills Review

• Opening Checklist• Takeover Due Diligence• Customer Feedback• Employee Review• New Customer• Customer Check-In

• Conflicts Review• State Filing Review• Pre-Hire Questions• Acquisition Review• ISO Checklist• Bid Policy QA

Examples

Assignments, roles, associations, permissions, participations, & other info about people.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

Examples

• Subject Matter Expert• Press Liaison• Press Authorization• Ad Spend Authority• Brand Association

• Vehicle Assignment• Equipment Alert List• Property Association• Skills Certification• Safety Committee

• Account Manager• Project Approvals• Dotted-Line Manager• Property Roles• Cost Allocations

• Regulatory Liaison• State Certifications• Trading Authority• Certification Tracking• Escalation Levels

Process documents, how-to's, descriptions of anything people need to do, including images and text.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

Examples

• Brand Standards• Press Release Policy• How to Post Blogs• Crisis Response• Marketing Analytics

• Equipment Maintenance• Safety Policy• Fire Testing Protocol• How to Lift a Box• Circuit Testing

• Variance Reporting• Customer Service• Approval Process• Takeover Tasks• Life Safety Testing

• Regulatory Authority• Quality Standards• ISO Overview• Certification Process• Incident Reporting

Reports, data visualizations, blocks of content with common filters, rendered in HTML, SSRS, or even Excel.

MARKETING OPERATIONSMAINTENANCE COMPLIANCE

Examples

• Customer Segmentation• Lead Conversions• Website Analytics• Customer Satisfaction• Social Media Traction

• Maintenance Logs• Maintenance Schedule• Utility Variance• Equipment Downtime• Maintenance Tickets

• Customer Satisfaction• Variance to Budget• Project Status• Staff Assignments• Time to Resolve

• Infractions / Issues• Quality Scores• Regulatory Contacts• Certification Status• Incident Reporting

ABSTRACT ARCHITECTURETHE POWER OF

Cases, Entities, Standards, and Quest forms use configurable templates.

Templates avoids hard coding and are configured by Power Users.

Highly abstracted architecture is a key feature of Boxer Central.

This allows for templates that apply enterprise-wide.

CASE 1-4

CASE 1-3

CASE 1-2

CASE 1-1

Templates & ITEMS

CASE TYPE 1TEMPLATE

FIELD DEFINITIONSCONSTRAINTSDATA SOURCES

GENERAL ARCHITECTURE• Define a Case Type as a template for

all cases of that type.• Each actual Case belongs to a given

Case Type.

Templates & ITEMS MULTIPLE SYSTEMSMany of the Boxer Central systems follow a similar architecture.

COMPLIANCEITEM

CITATION #

COMPLIANCE CAT

ISSUE TYPE

MUNICIPALITYREGULATORY AGENCY

NEW STORETASK

TAKEOVER PHASETASK CATEGORY

STORE TYPESTORE FORMAT

TITLECREATED BY

ASSIGNED TODUE ON DATE

PRIORITYSTATUS

CUSTOMERREQUEST

REQUEST TYPERETURN CODE

DIVISIONREGIONMARKET

PRODUCTCUSTOMER

STORE ID

CASE TYPE Structure

COMPLIANCEITEM

NEW STORETASK

INHERENTMETADATA

CUSTOMERREQUEST

CASE-SPECIFIC

ENTERPRISEMETADATA

CASE TYPE Structure

TRAININGASSIGNMENT

ACQUISITIONDUE DILIGENCE

INSPECTION

ACKNOWLEDGMENTNEW EMPLOYEEON BOARDING

DISPOSITIONDUE DILIGENCE

IT HELPDESKTICKET

PURCHASEORDER

CONTRACTAUDIT

MAINTENANCEITEM

DATAGOVERNANCE

INVENTORYRECONCILIATION

PERFORMANCEREVIEW

INHERENTMETADATA

CASE-SPECIFIC

ENTERPRISEMETADATA

CUSTOMERREQUEST

COMPLIANCEITEM

NEW STORETASK

CASE TYPE Examples

ENTITY TYPE ExamplesFLOOR

REGION

PRODUCT

BUILDINGCAMPUS

DEPARTMENT

COMMITTEE

CUSTOMERTYPE

VENDOR

CUSTOMER

SIZECATEGORY

INDUSTRY

COMPANY

INHERENTMETADATA

CASE-SPECIFIC

ENTERPRISEMETADATA

SERVER

VEHICLE

MARKET

CHECKLIST TYPE Examples CUSTOMERCHECK-IN

JOBSITE INSPECTION

COMPLIANCECUSTOMER

SURVEY

PERFORMANCEREVIEW

INCIDENTREPORT

VENDORCOMPLIANCE

CONSTRUCTIONPUNCHLIST

DUE DILIGENCECHECKLIST

SERVICE CONTRACTAUDIT

SECRET SHOPPERREPORT

INHERENTMETADATA

CASE-SPECIFIC

ENTERPRISEMETADATA

SITEINSPECTION

PROJECTSCORECARD

SAFETYINSPECTION

STORE CLOSINGCHECKLIST

EXIT INTERVIEW

• ENTERPRISE TAXONOMY

• ONE INTERFACE

• TOTALLY FLEXIBLE

• COMMON TOOLS

ABSTRACT ARCHITECTURETHE POWER OF

ADDING COMMON TOOLSINVESTING IN

Combining like elements in a one system makes investing in tools possible.

These tools provide common functionality across the enterprise.

They allow users (and the system itself) to act consistently.

Tools enable results that are impracticable in an unstructured world.

ACCOUNTABILITYTOOLS

ASSIGNMENTAssignment allows for trackable hand-offs with someone always being accountable.

OWNERSHIPValidated ownership of a case ensures that someone has overall responsibility.

RE-ASSIGNMENTRe-assign elements when the previous assignee becomes inactive.

HOPPERSProvide a managed, default hopper for unassigned cases or pooled activities.

LOGGINGKeep track of every action, view, change, notation, for auditable accountability.

TODOLIST.XLSX

Inherent INHERENT METADATA• TITLE• CREATED BY• ASSIGNED TO• DUE ON DATE• PRIORITY• STATUS

Enterprise ENTERPRISE METADATA• DIVISION• REGION• MARKET• PRODUCT• CUSTOMER• STORE ID

Specific SPECIFIC METADATA

Varies by Case Type

DATA CON

NECTIO

N

RICH CO

NTEN

T

COLLABO

RATION

SECURITY &

AUD

IT

YOU CAN INVEST IN EXCEL…… BUT IT’S NOT EASY.

AND IT’S NOT TRANSFERRABLE.Investing in an isolated system usually leaves many similar functions without improvement.

So you pick and choose, and most users do not benefit from the investment.

WITH BOXER CENTRALIT’S ALL IN ONE PLACEWith a central system, functionality improvements can be leveraged enterprise-wide.

This opens the door to universal benefits that can radically transform the way a company operates.

ACCOUNTABILITYOWNERSHIPASSIGNMENTRE-ASSIGNMENTHOPPERSLOGGING

NOTESPHOTOSDOCUMENTS

RICH CONTENT

COLLABORATIONKEY ROLE UPDATESSUBSCRIBE & FEEDFORWARD TO

AUTOMATION CALCULATED MEASURESAUTO UPDATE STATUS

SECURITYAUDIT TRAILACCESS CONTROLSECURITY TRIMMING

HERE ARE SOMEEXAMPLES

ACCOUNTABILITYOWNERSHIP Ownership case ensures that someone has overall responsibility.ASSIGNMENT Allows for trackable hand-offs with someone always being accountable.RE-ASSIGNMENT Re-assign elements when the previous assignee becomes inactive.HOPPERS Provide a managed hopper for unassigned cases or pooled activities.LOGGING Track every action, view, change, notation, for auditable accountability.

NOTES Capture attributed notes over time, directly or by email.PHOTOS Attach photos to a case as links or embedded images, from any platform.DOCUMENTS Add documents directly or via document management system.

RICH CONTENT

COLLABORATIONKEY ROLE UPDATES Owners, Assignees & Creators are notified of notes and changes.SUBSCRIBE & FEED Configure email or RSS to receive automatic updates of changes.FORWARD TO Easily include others in important communications in multiple ways.

AUTOMATION CALCULATED MEASURES Calculate date-related, due status, and category values.AUTO UPDATE STATUS Revive items left on hold for recertification from assignees.

SECURITYAUDIT TRAIL Generate auditable history of each interaction with a case or entity.ACCESS CONTROL Impose CRUD on type, item, or field level by group, role, or ad-hoc.SECURITY TRIMMING Limit view of items and commands based on permissions.

Nothing is Lost

True Accountability

Rich Content

Full Narrative

Updates for All

Auditable Logs

EVERY CASE

FLEXIBLE WORKFLOWCREATING CONNECTIONS FOR

The modular architecture of Boxer Enterprise is extremely powerful.

Different elements connect to each other in elegant ways.

Basic connections lead to more complex “recipes.”

This flexibility enables quality operations at an enterprise scale.

Understanding CONNECTION BASICS

In the unstructured world, connections are manual. We don’t always even know how or whether they happen.Consistency is rare, follow-up is spotty, and there is always extra work.

AUDIT.DOC ?

TaskItem

Project

In Boxer Central, elements can easily connect to each other.Even basic connections eliminate work, improve quality & accountability, and empower reporting.

Automatic

CaseCase

CaseQuest Audit

DEPARTMENTSAnalyst looks up a Site Manager.

CASE MANAGEMENTAnalyst creates a case for the Site Manager. The case includes a link to a Site Inspection form (Quest) and also Instructions for inspecting a site (Standards)

STANDARDS & QUESTSite Manager reads the Instructions in Standards and completes the Inspection in Quest.

DEPARTMENTSThe Quest form creates new Cases for maintenance tickets based on the inspection results, and looks up the Maintenance Tech for the Site in Departments.

CASE MANAGEMENTThe new cases are created for each Site based on the results of the Inspection and assigned to the appropriate person.

Connections create BUSINESS RECIPES

Recipes Can be DEPLOYED AT SCALE

Consistency + Scale = ACTIONABLE INFO

HOW IS SITE QUALITY ACROSS THE PORTFOLIO?

ARE ALL INSPECTIONS COMPLETE?

WHAT IS THE STATUS OF THE FOLLOW-UP ITEMS?

SYSTEM DESIGNTHREE LAYERED

Boxer Central’s design includes three important layers, each contributing to an exceptional, flexible user experience.

DATA INTEGRATION APPROACH

CLG

Central Data Resource

CORE SYSTEMS

3rd PARTY SYSTEMS

SPECIAL PURPOSE SYSTEMS

DATA INTEGRATION LAYER

DATA INTEGRATION

Boxer Central brings information from disparate systems together into a common data repository for metadata brokerage and reporting.

FUNCTIONALITY LAYER

DATA INTEGRATION

BOXER FUNCTIONALITYOTHER SYSTEMS FUNCTIONALITY

The Boxer core applications provide functionality to bring structure to typically unstructured activities in an organization.

VISUALIZATION LAYER

BOXER FUNCTIONALITY

DATA INTEGRATION

OTHER SYSTEMS FUNCTIONALITY

VISUALIZATION LAYER

SHAREPOINTRESPONSIVE HTMLMOBILE

Boxer Central provides a unified Visualization Layer so users can see information from a variety of systems in one place, through HTML, SharePoint, or Mobile Application.