TheBusinessofProcessExcellence - BBC ·...

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1 ǀ 20151023 The Business of Process Excellence Dani Hollis

Transcript of TheBusinessofProcessExcellence - BBC ·...

Page 1: TheBusinessofProcessExcellence - BBC · managementwhile"highlighAng"the"tools,"techniques,"and"core"competencies"thatare"shared" ... "Business"Process"Excellence: ... "“Business"Performance"

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The  Business  of  Process  Excellence  Dani  Hollis  

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Abstract  !   Process  is  a  hot  topic  that  keeps  climbing  higher  up  on  the  corporate  agenda.  This  is  a  Ame  of  

change  and  growth  for  process  excellence  professionals.  !   No  maFer  what  your  interest  –  business  analysis,  business  architecture,  process  excellence,  

business  process  management,  workflow  management,  or  operaAons,  this  session  will  highlight  how  you  can  start  seeing  things  through  a  process  lens  and  equip  you  to  be  a  Business  Process  PracAAoner  of  the  future.  

!   This  presentaAon  will  arAculate  the  discipline  and  technology  of  business  process  management  while  highlighAng  the  tools,  techniques,  and  core  competencies  that  are  shared  between  seasoned  business  analysts  and  process  analysts.  Through  pracAcal  experience  and  lessons  learned,  Danielle  will  share  how  leveraging  mulAple  standards  and  methodologies  including  Six  Sigma,  Business  Process  Management,  agile,  and  those  set  forth  by  the  IIBA  can  be  a  winning  combinaAon.  

!   AFendees  Will:  •  Be  able  to  ar5culate  what  Business  Process  Management  is    •  Understand  the  shared  core  competencies,  knowledge  areas,  and  techniques  of  a  

process  analyst  to  a  business  analyst    •  Learn  what  trends  are  saying  about  Business  Process  Prac55oners  of  the  future    

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Agenda  

§  Bio  §  Passion  for  Process  §  Process  Excellence  DemysAfied  §  PSCU  PracAcal  ApplicaAon  §  Business  Analyst  vs.  Process  Engineer  §  PuWng  it  all  together  § Q&A  

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Bio  

!   All  about  Dani  •  Personal  •  PSCU  •  Past  

§  Tech  Girl  §  ConsulAng  §  BA  Generalist  (CBAP)  §  Cross  FuncAonal  §  Horizontal  Focus  

 

 

Who  is  PSCU?  >  Serving  Credit  Unions  

since  1977  >  1,700+  employees  >  680  member  owners  

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Passion  for  Process  

!  TED  Talks  !  Memory  Lane  • Diagnosis  • 12  Step  Process  • Recovery  Process  • StaAsAcs    

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 Process  Excellence  

!   Doesn’t  exist  in  Wikipedia  

 

 

What  is  Process  Excellence  –  PEX  Network  

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Interest  In  Process  Excellence  

Source:  Business  Process  Excellence:  Trends  &  Success  Factors  2012    October  11th  Online  Survey  of  @700  PracAAoners  

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 PSCU  Organiza5onal  Alignment  

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Responsibility  for  Process  Improvement  

Source:  Business  Process  Excellence:  Trends  &  Success  Factors  2012    October  11th  Online  Survey  of  @700  PracAAoners  

Where  does  responsibility  for  process  improvement  sit  within  your  business?  The  most  commonly  cited  “other”  locaAon  was  that  the  process  improvement  funcAon  sits  

centrally  within  its  own  office  (called  by  various  names:  “Business  Performance  Improvement,  Business  TransformaAon  Unit,  Center  of  Process  Excellence,  etc.)  

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Key  Findings  

Source:  Business  Process  Excellence:  Trends  &  Success  Factors  2012    October  11th  Online  Survey  of  @700  PracAAoners  

!   Companies  are  relying  on  shorter  cycle  Ames  for  process  improvement  projects  with  a  significant  increase  since  2005  of  respondents  reporAng  average  project  length  of  90  days  or  less.  

!   Lean  and  Six  Sigma  methodologies  remain  prevalent  although  nearly  50%  fewer  respondents  report  the  use  of  Six  Sigma  methodology  than  in  a  similar  2005  PEX  Network  survey.  

!   Businesses  that  rate  their  deployments  as  “highly  successful”  tend  to  have  customer  saAsfacAon  as  a  key  driver  and  metric  of  success.  

 

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Methodologies/Tools  Being  Used  

Source:  Business  Process  Excellence:  Trends  &  Success  Factors  2012    October  11th  Online  Survey  of  @700  PracAAoners  

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Methodologies/Tools  Overview  

Discipline   Defini5on    and  Techniques   Characteris5cs   Future    

Lean   •  Eliminate  waste,  non  value  add  processes,  and  reduce  errors  •  Simple  methodology  –  less  abstract  than  BPM  •  Mantra  “Doing  things  beFer”  •  Cultural  (i.e.  Recycling)  

•  Fast  ImplementaAon  •  Immediate  benefits  

•  Translate  methodology  from  manufacturing  to  more  unconvenAonal  seWngs.    

•  According  to  Gartner's  “Hype  Cycle”  of  new  technologies  Lean  and  Six  Sigma  are  past  the  peak  of  inflated  expectaAons    

•  Reliable  future  

Six  Sigma   •  Quality  improvement  methodology  •  Focus  on  "EffecAveness"  -­‐  how  well  you  deliver  product/services  

"Efficiency"  -­‐  how  well  you  maximize  resources  in  order  to  deliver  product/services.  

•  Set  of  tools  and  strategies  to  limit  defects  and  variability  in  business  processes  with  goal  of  process  improvement  

•  DMAIC  and  DMADV    •  Belt  AccreditaAon  •  Use  of  staAsAcal  techniques  (pareto  charts,  root  cause,  etc.)  •  KPI’s  

•  Reliance  on  data  •  Dominance  in  

manufacturing  •  Longer  implementaAon  

Ames      

•  ProliferaAon  of  training  •  SubstanAal  salaries  for  black  

belts  (90+  K)  •  It  will  survive  

Business  Process  Management  

•  Management  approach  •  Looks  at  enterprise  holisAcally  as  a  set  of  business  processes    •  MiAgates  silo  by  helping  manage  complex,  cross-­‐departmental  

process    •  Six  Sigma  is  oxen  used  to  improve  process  before  BPM  looks  to  

automate  and  manage  them.    

•  Adopted  by  various  industries  (financial  services,  healthcare,  military,  etc.)  

•  ExponenAal  growth  of  BPM  Vendors  points  to  bright  future  

•  Mobile,  social,  predicAve,  and  cloud  BPM  appear  to  be  hoFest  trends  

 

Source:  Process  Excellence  Explained.    Process  Excellence  Network  8/28/2013  

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PSCU  Prac5cal  Applica5on  

Discipline   Tools/Techniques   Project/Ini5a5ves  

Lean   •  Kaizen  -­‐  System  that  involves  every  employee  to  come  up  with  small  improvement  suggesAons  on  a  regular  basis  (not  major  changes)  

•  Kaizen  is  based  on  making  liFle  changes  on  a  regular  basis:  always  improving  producAvity,  effecAveness,  and  reducing  waste  

•  Yearly  Lifecycle  Project  •  Submission  request  form    •  BoFom-­‐Up  Processes  •  30  Day  Sprints  •  120  hours  or  less  •  BPM  Community  

Six  Sigma   •  Predominantly  DMAIC  •  Root  Cause,  Pareto  Charts,  SWOT  analysis,  SIPOC,  FMEA,  Current  state  

vs.  Future  State  •  Mini  Tab  •  Hypothesis  TesAng,  CorrelaAon  Analysis,  ANOVA  (Analysis  of  

Variance),  etc.)  

•  Process  Engineer  assigned  to  Enterprise  Project  based  business  case  and  goals  

•  Yearly  Savings  Goals  •  Enterprise  Dashboards  (KPI’s)  

 

Business  Process  Management  &  SDLC  

•  SDLC  vs.  disciplined  5  step  design  model  •  Six  Sigma  is  used  to  improve  process  before  is  brought  in  as  technical  

soluAon.  •  Current  state  and  future  state  process  maps  •  Formal  business  and  funcAonal  requirements  captured  (requirements  

workshops,  Focus  Groups,  Job  Shadowing,  Surveys,  etc.)  

•  BPM,  BA,  BI,  and  QA  Resources  assigned  to  Enterprise  Projects  based  on  business  case  and  goals  

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Comparing  the  Bodies  of  Knowledge  

PARENT  

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People,  Process,  and  Technology  

People,  Process,  and  Technology  Picking  a  BeFer  Tool  is  Just  the  Start  

If  I  replace  my  Jeep  Wrangler  with  a  Maybach  Exelero  it  won’t  change  my  route  to  work.    The  commute  will  be  about  the  same.  

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 PSCU  Center  or  Process  Excellence  Core  Concepts  

 !   Keep  it  CollaboraAve  (Small  teams)  –  Right  People  –  Right  Skills  -­‐  Right  Role  !   Keep  your  eye  on  the  prize  –  Voice  of  Customer  !   Keep  it  relevant  –  Make  it  Easy  to  Follow  

 

Center  of  Process  

Excellence  

People  

Technology  Process  

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Business  Analyst  vs.  Process  Engineer  

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Business  Analyst  vs.  Process  Engineer  

Business  Analyst  (BPM  Analyst)  

Process  Engineer/Process  Improvement  Specialist  

AnalyAcal  Thinking  and  Problem  solving   AnalyAcal  Thinking  and  Problem  Solving  

Stakeholder  Management,  FacilitaAon,  and  Leadership   Stakeholder  Management,  FacilitaAon,  and  Leadership  

Requirement  elicitaAon  and  requirements  management   Process  Discovery  (Data  Driven  Decision  Making)  and  Redesign  

Technology,  soxware  tools,  and  SDLC  experience   Project  Management  experience  and  apAtude  

Process  Modeling  and  Mapping   StaAsAcal  Tools/Techniques  and  Data  analyAcs  

Business  Knowledge   Business  Knowledge  

CommunicaAon  skills  and  emoAonal  intelligence   CommunicaAon  skills  and  emoAonal  intelligence  

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 Business  Analyst  vs.  Process  Engineer  Cont.    

!   Business  Process  PracAAoners  of  the  future  •  “Business  Analysts  are  well-­‐paced  to  become  the  Business  Process  pracAAoners  for  the  future”  -­‐-­‐-­‐  Paul  Harmon,  Execu=ve  Editor  and  Founder,  Business  Process  Trends  

•  Kevin  Brennan,  Vice  President  of  Professional  Development,  IIBA  suggested  that  Business  Analysts  are  well  paced  to  be  the  business  pracAAoners  of  the  future  and  managers  of  the  organizaAons’  BPM  Centers.    

 

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PuVng  it  all  together  

§  Yearly  Lifecycle  Project    • Resource  allocaAon  • Methodologies  used  • Monthly  Cadence  • Savings    • TIMS  Community    • Forming,  storming,  norming,  performing…..  

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