Business Process Implementationsoltecinc.com › pdf › Soltec Overview.pdfBUSINESS PROCESS CHANGES...

Business Process

Co

Transforming Companies Throug

© 2008 So

Co

s Implementation

ompany Overview

gh Best Practice Education and Implementation

1oltec, Inc.

ompany Overview

Presentation

About SoltecBest Practice SolutionsServicesClientsTeam Work ApproachB t P ti I l t ti


© 2008 So

Best Practices Implementation

n Outline


2oltec, Inc.

Soltec Inc. C

EducationEducation


© 2008 So

To deliver high-impact businesand implement industry prov

Solutio

To deliver high-impact businesand implement industry prov

Solutio

Consulting Practice

ImplementationImplementation


3oltec, Inc.

ss process consulting services ven end-to-end Best Practice ons™

ss process consulting services ven end-to-end Best Practice ons™

Evaluated Receipts

C

Best Practic

SupManage

Finance, Accounting,

Treasury


© 2008 So

Procurement Card

Financial Closing

Shared Services

Simplified Travel &

Inter/Intra-Company

Process Developme

Settlement

ces Expertise

Customer Relation

Management

ply ement


4oltec, Inc.

Expense Reporting

y Settlement

ent and Improvement

Best Practic

SupManage


Treasury


© 2008 So

Production Demand

Material Requireme

Material Receiving a

Process Developme

ces Expertise

Customer Relation

Management

ply ement


5oltec, Inc.

d Replenishment

ents Planning

and Movement

ent and Improvement

Best Practic

SupManage


Treasury

Order and Revenue


© 2008 So

Process Developme

Warranty Claims

Customer Contact C

Customer Service M

Advertising and Pro

ces Expertise

Customer Relation

Management

ply ement

e Management


6oltec, Inc.

ent and Improvement

g

Center

Management

omotion Management

Business Af

We utilize a network of business affiliates with

ti i ll t f


© 2008 So

expertise in all aspects of Business, Distribution &

Manufacturing processes.

ffiliate Network


7oltec, Inc.

Soltec Busine


© 2008 So

ess Model


8oltec, Inc.

Implementa

Education and Awareness for Understanding and Securing Executive SponsorshipProven Turnkey Project Plan / Implementation with P d fi d M ti A d

Phase 1Phase 1Project Start UpProject Start Up Phase 2Phase 2

ProceProcess ss ImpaImpactscts

PhaPha


© 2008 So

Pre-defined Meeting AgendasContent Expertise to Provide Best Practice Models at the Core Business and Detailed Functional LevelsCurrent State Process Improvement Opportunity Analysis and Benchmarking

ation Services

ase 3ase 3

FuturFuture e StateState

Phase 4Phase 4Pilot Pilot Start Start Up & Up & LaunLaunchch

Phase 5Phase 5Full Full ImpleImplementmentationationDocumentation, Presentation, and Training

Materials to Support Best Practices Implementation for Internal and External Customers


9oltec, Inc.

CustomersElectronic Engagement Planning & Team Leadership, Facilitation, and Project ManagementRapid Implementation with computerized process mapping & technology integration.

Clients (partial

WEST BEND


© 2008 So

Dow

KNA&VOR

list)


10oltec, Inc.

APEOGT

Soltec Proje

PPIILLOOTT

SkillsSkills


© 2008 So

Project Time

SOLTECInvolvement

SOLTECInvolvement

LLAAUUNNCCHH

Skills Knowle

Skills Knowle

ect Involvement

Client Project Team Involvement

Client Project Team Involvement

&&


11oltec, Inc.

e

&edge

&edge

Team Work

Client team partnerships are enhanced by our proven engagement techniques for facilitation and change managemeWe bring a structured and disciplinsystematic approach to the


© 2008 So

client engagement process. We Use Electronic Document TemCapture Impacts, Changes, DecisiFocus is on Requirements to AchieProven Solution (not “What is the S

Expertise

ent. ned


12oltec, Inc.

mplates to ions, Actions, etc. eve Solution?”)

Team Meetin

MEETINGSUBJECT:

DATE:

START TIME

END TIME:

LOCATION:

MEETING ACME Inc has initiated a strat


© 2008 So

MEETING CONTEXT:

ACME Inc. has initiated a stratstreamline and standardize opePaula Jones contacted Soltec, demonstrate business processfuture project work at ACME InYou have been invited to partic

DESIRED RESULTS TOPICS HOW TO ACDESIRED RE

To have reached an understanding of existing operational practices at Tire Centers.

Tour center faciEllenwood, GA demonstration oprocesses.

To have reached an understanding of Tire Centers culture and history.

Review past anissues and conc

ng Agendas

LOGISTICS:Operational Efficiency

September 26, 2006

E: 10:00 AM

2:00 PM

Soltec Headquarters Troy, MI 48083

egic objective to focus on identifying key processes to


13oltec, Inc.

egic objective to focus on identifying key processes to erations throughout its group of US centers. Inc., and subsequently Soltec was requested to

ses, best practices and facilitation expertise for potential c.

cipate in an information exchange and evaluation meeting.CHIEVE ESULT

TOPIC LEADER

TIMING IN MINUTES

lities in and receive of key

Bob RichardPaula Jones

60

d present cerns.

Jason Rhodes 15

Action Items

BUSINESS PROCESS CHANGES ACTIO

1. Send Letter to Existing Suppliers Describing New Freight Term andEffective Date of 10/1/06

2. Change Existing Supplier Profilesto Reflect New Freight Term


© 2008 So

SYSTEMS CHANGES ACTION ITEMS

1. Eliminate Prepaid and Add FreightTerm from Supplier Set-Up Tables

2. Set-Up PO screen to default toPrepaid Freight Term

s

N ITEMS ACTION OWNER TIMING

John Smith 10/1/06Purchasing

Bill Jones 10/15/06Purchasing


14oltec, Inc.

ACTION OWNER TIMING

Joe Brown 11/1/06Systems

Joe Brown 11/15/06Systems

Best Practic

ProcurementProcurement

AccountsAccountsPayablePayable

Material Material

CURRENTPROCESSES

CURRENTPROCESSES

PROVSOLUT

PROVSOLUT


© 2008 So

Receiving Receiving

OrderOrderFulfillmentFulfillment

AccountsAccountsReceivableReceivable

FinancialFinancialClosingClosing

Customer Customer ServiceService

ces Implementation

IIMMPPLL

NEWPROCESSES

NEWPROCESSES

VENTIONSVENTIONS


15oltec, Inc.

EEMMEENNTTAATTIIOONN

Characteristic

One Data Source Drives the ProceWork is Performed Only Once withMinimal ReconciliationsWork is Done by the Individual witNo Controls which Slow Down or HN N V l Add d T k


© 2008 So

No Non-Value Added TasksProcess Outputs are Clearly Defin

s of a Efficient Process

essh Accuracy and Timeliness

h the Most Information and ExpertiseHalt Process


16oltec, Inc.

ed

Five Phases

Phase 1Phase 1Project Start UpProject Start Up

Phase 2Phase 2Process Process ImpactsImpacts

PhaPhaFuturFutur

T W kT W kPHASE ACTIVITIESPHASE ACTIVITIESPHASE ACTIVITIESPHASE ACTIVITIES


© 2008 So

Team WorkTeam Work

s to Implementation

ase 3ase 3re re StateState

Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch

Phase 5Phase 5Full Full ImplementatImplementationion

T O tT O tPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLES


17oltec, Inc.

Team OutcomesTeam Outcomes

Five Phases

Perform Awareness/EducationPROJECT START UPPROJECT START UPPROJECT START UPPROJECT START UP



PhaPhaFuturFutur


© 2008 So

Perform Awareness/EducationInitiate Competitive / Cost AnalysisCharter Process TeamsDevelop Detailed WorkplanOrganize Project TeamProject Team OrientationInitiate Gap Analysis

s to Implementation

Education / Cost Analysis ProvidedPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLES





18oltec, Inc.

Education / Cost Analysis ProvidedProcess Team SelectedTeam Charter Developed with Boundaries, Purpose, Decision-Making Method, and Team Results DefinedProcess Team Schedule FinalizedProcess Team Workbook Distributed

PROCESS IMPACTSPROCESS IMPACTSPROCESS IMPACTSPROCESS IMPACTSReview Current State Process in

Five Phases



PhaPhaFuturFutur


© 2008 So

Review Current State Process in Affected Functional AreasDevelop Preliminary List of Pilot Participants Identify and Understand Process Breakdowns and ConstraintsAssess Performance and EfficiencyAssess Organization / CompetenciesAssess Information Technology

PHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESCurrent State Process Models

s to Implementation





19oltec, Inc.

Current State Process ModelsProcess Breakdown SummaryProcess Volume by ActivityTotal Process CostsOrganizational Competency Summary Information Technology Analysis

FUTURE STATEFUTURE STATEFUTURE STATEFUTURE STATEReview Best Practices

Five Phases



PhaPhaFuturFutur


© 2008 So

Review Best PracticesPerform Future State VisioningDevelop Business Practice Change Action PlanDevelop Information Technology Implementation PlanDevelop Internal Policies and ProceduresDetermine Objectives and Success MeasurablesDevelop Value PropositionAssess Organizational Readiness for Change

PHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESFuture State Process / Data Models

s to Implementation





20oltec, Inc.

Future State Process / Data ModelsInformation Technology Implementation PlanProject Plan Communication Plan and Presentation MaterialsMeasurables and Monitoring ProgramOrganizational Effectiveness and Change Management Plan

PILOT START UP & LAUNCHPILOT START UP & LAUNCHPILOT START UP & LAUNCHPILOT START UP & LAUNCHTest Systems Changes and Adopt

Five Phases



PhaPhaFuturFutur


© 2008 So

Test Systems Changes and Adopt Business PracticesFinalize Selection of Pilot ParticipantsFinalize Guides and CommunicationDeliver User Documentation and Training ProgramDeliver Internal and External PresentationsExecute PilotDevelop Pilot Participant Survey

PHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESParallel Testing Monitoring Program

s to Implementation





21oltec, Inc.

Parallel Testing Monitoring ProgramSystems Changes Tested and VerifiedProcedures Documentation for Impacted Functional AreasCommunication PackageTraining Guides and Presentation MaterialsValue Proposition AssessmentPilot Survey and Feedback

FULL IMPLEMENTATIONFULL IMPLEMENTATIONFULL IMPLEMENTATIONFULL IMPLEMENTATIONEvaluate Program Results

Five Phases



PhaPhaFuturFutur


© 2008 So

Evaluate Program ResultsRefine and Modify Information Technology Changes, Procedures, andTraining ProgramConduct Gap Analysis Deliver Internal and External Presentations Deliver User Documentation and Training ProgramDevelop Transition Plan to Manage Full Launch

PHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPHASE DELIVERABLESPilot Program Results Analysis

s to Implementation





22oltec, Inc.

Pilot Program Results AnalysisRevised Procedures/Training MaterialsCommunication DocumentationValue Proposition AssessmentPilot Survey and FeedbackFull Launch Transition Plan

d

Engagement

Action ItemsAction Items Next SNext S

ProcessProcessAgendaAgenda


© 2008 So

AsAs--Is ProcessIs Process Project MProject M

Internal Comm.Internal Comm. Supplier/CSupplier/CComCom

Package Contents

StepsSteps Project StartProject Start--UpUp

SystemsSystemss Flowss Flows


23oltec, Inc.

MonitoringMonitoring Team CharterTeam Charter

Customer Customer mm.mm. Team WorkbookTeam Workbook

Our Advanta

We offer three distinct competitive business process redesign:


© 2008 So

Subject Matter ExpertiseSubject Matter Expertise

TechnologyTechnology

age

advantages with respect to


24oltec, Inc.

Disciplined MethodsDisciplined Methods

y Solutionsy Solutions

Why do bus

Depth of experience in small, medand large organizationsNetwork of Subject Matter ExpertsKnowledge transfer to clientProcess and ROI focusedIncorporate Change Management


© 2008 So

Incorporate Change Management Techniques to ensure full implemeCost Effective and able to implemePrincipals directly involved with en

iness with Soltec?

ium

s


25oltec, Inc.

entationent quicklyngagement

Business Process Implementationsoltecinc.com › pdf › Soltec Overview.pdfBUSINESS PROCESS CHANGES...

Documents

Transcript of Business Process Implementationsoltecinc.com › pdf › Soltec Overview.pdfBUSINESS PROCESS CHANGES...