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BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT1
Sadie Van Buren@sadalit
Derek E. Weeks@weekstweets
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Maturing Your Business Processes in SharePoint
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Agenda and Logistics
Agenda What’s in it for you? Overview of the
SharePoint Maturity Model and the BPM Competency
Detail & case studies What Next? Upcoming Events Contact Info
Logistics In Session
Questions welcome! If you’re tweeting / live
blogging, consider including: #SPMaturity @SPTechCon @weekstweets @sadalit
Post-Session Please fill out your
evaluation
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
What’s In It For You?
In the Session Understand SharePoint’s potential for Business Process
Management, and how you’re using it Benchmark against others via data and case studies
Back at Work Share your results Build the organization’s strategic roadmap for BPM Gain a quantitative sense of progress by re-evaluating each year. Contribute to a data model that will help answer larger questions
about where organizations are in their SP maturity by industry, number of years of use, etc.
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
reduction in operational costsimproved cycle time
better employee productivity
efficiency gains
higher levels of customer service
faster time to market
consistent SLAs
improved visibility
consistent SLAs
better employee productivity
faster time to market
competitive advantage
competitive advantage
improved business performance
paperless office
improved cost per transaction
Changing the Economics of Business Processes
Business Process Maturity
100Business process is loosely defined. Out of the box SharePoint workflows (approval, collect feedback) leveraged sporadically. A doclib or list provides a central base of operations. Any workflow is document- vs. application-centric.
200 Business processes are designed; some custom, departmental “no-code” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing). .
300Process is considered as a whole, rather than as automating functional tasks . SharePoint is becoming the BP platform, w/the introduction of 3rd party BPM tool to support more complex business rules.
400Workflow is a component of SP-based composite applications with connectivity to LOB systems. Users have access to process analytics and audit trails. Collaboration happens around a work process.
500Power users can edit existing workflows to adapt them to changing business needs. Users leverage data from BPM to optimize process, balance work across workloads. Business processes extend to external users.
Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization.
---------- customization may occur ----------
6
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Business Process Maturity
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Who Should Care…
Manager
Executive Business Architect
Analyst
Developer
Researcher
IT Manager
Processor Data Entry
Reviewer
Supervisor
BusinessStrategy
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Maturity per Years of Use
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Maturity per Number of Users
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Maturity per Annual Budget
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Add-on apps for SharePoint?
Archiving (long-term retention of content)
Security and rights management
Data migration tools
Back-up support
Search/Analytics
Workflow/BPM
0% 5% 10%15%20%25%30%35%40%45%
18%
24%
26%
30%
30%
43%
Top 6 answers…
#SPTechCon
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 100• Business process is loosely defined. • Out of the box SharePoint workflows
(approval, collect feedback) leveraged sporadically.
• A doclib or list provides a central base of operations.
• Any workflow is document- vs. application-centric.
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Level 100meet Dilbert
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Level 100the knowledge worker
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Level 100Upload
Expense Report
Notify Manager
Approves / Rejects
Notify Employee
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Level 100
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Level 100Effort
People
Change
Technology
Strategy
Simple / self-service
Individual
Infrequent
Think Doc Lib
Personal / tactical
Roadblocks Awareness / education
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 200Business processes are designed; some custom, departmental “nocode” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing).
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 200
say hello to
Alice
Dilbert
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Level 200
sharepoint administrator
knowledge worker
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Level 200
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Level 200
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Level 200Effort
People
Change
Technology
Strategy
Designed, not coded
SharePoint Pros
Infrequent
SP Designer, Visio, 3rd party
Use SharePoint more
Roadblocks The Rules? Process? Owner?
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Level 300• Process is considered as a whole, rather
than as automating functional tasks. • Transition from procedural document
workflow to orchestration of dynamic business process.
• SharePoint is becoming the BP platform, w/the introduction of 3rd party BPM tool to support more complex business rules.
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
BPM: Loan Processing Example
Loan Application is in SharePoint
Processor reviews loan
Underwriter reviews loan
Book Loan
Notify Customer
Approved?
Rejected?
Loan Application is scanned and
indexed
Capture Docs?
Other Docs?
Reroute Loans?
Customer Account Info
Manual Tasks: Review docs in file
Call client for add’l info Prepare Good Faith Estimate
Underwrite loan Prepare loan for closing
What is happening in my dept?
Automate Tasks?
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Level 300Meet the 130 knowledge workers
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 300
say hello to
Wally
he’s
Dogbert
Alice
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Level 300
sharepoint developer
business process analyst
sharepoint administrator
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Level 300
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 300
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Level 300
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Level 300
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Level 300Effort
People
Change
Technology
Strategy
Holistic
Specialized
Hitting the wall
Don’t call it SharePoint
Streamline business
Roadblocks Process with the most value? Cross-departmental agreement?
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 400• Workflow is a component of SPbased
composite applications with connectivity to LOB systems.
• Users have access to process analytics and audit trails.
• Collaboration happens in the context of a work item as part of a dynamic, nonlinear business process (the “case”).
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 400Meet the 130 knowledge workers
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Level 400
introducing
The Boss
knowledge worker
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Level 400
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35%
Access to all or some legacy data through SharePoint
#SPTechCon
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Level 400
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Level 400
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Level 400
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Level 400Effort
People
Change
Technology
Strategy
Orchestrated
Cross-functional
Real-time
Multi-dimensional
Agile
Roadblocks Integration capabilities?What metrics needed to run the business?
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 500• Power users can edit existing workflows to
adapt them to changing business needs on the fly.
• Users leverage data from BPM to optimize process, simulate on real data, clear bottlenecks, balance work across workloads.
• Users have visibility into the process and can provide feedback to process improvements.
• Business processes extend to external users.
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Level 500
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Level 500
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Level 500
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Level 500Effort
People
Change
Technology
Strategy
Orchestrated socially
Cross-boundary
Dynamic
Extreme visibility
Transformational
Roadblocks Prioritization, Business Pain
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What Next?
Take the full assessment
Find our slides at: http://slidesha.re/BPM_SPTechCon
SharePoint-based process and case management
http://bit.ly/BPM_SP
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT56
Sadie Van Buren@[email protected]
Derek E. Weeks@weekstweets
Contact Us
BUSINESS PROCESS MANAGEMENTBUSINESS PROCESS MANAGEMENT
Thank You
