Business Process
Co
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Co
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ompany Overview
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1oltec, Inc.
ompany Overview
Presentation
About SoltecBest Practice SolutionsServicesClientsTeam Work ApproachB t P ti I l t ti
Transforming Companies Throug
© 2008 So
Best Practices Implementation
n Outline
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2oltec, Inc.
Soltec Inc. C
EducationEducation
Transforming Companies Throug
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To deliver high-impact businesand implement industry prov
Solutio
To deliver high-impact businesand implement industry prov
Solutio
Consulting Practice
ImplementationImplementation
gh Best Practice Education and Implementation
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
Transforming Companies Throug
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Procurement Card
Financial Closing
Shared Services
Simplified Travel &
Inter/Intra-Company
Process Developme
Settlement
ces Expertise
Customer Relation
Management
ply ement
gh Best Practice Education and Implementation
4oltec, Inc.
Expense Reporting
y Settlement
ent and Improvement
Best Practic
SupManage
Finance, Accounting,
Treasury
Transforming Companies Throug
© 2008 So
Production Demand
Material Requireme
Material Receiving a
Process Developme
ces Expertise
Customer Relation
Management
ply ement
gh Best Practice Education and Implementation
5oltec, Inc.
d Replenishment
ents Planning
and Movement
ent and Improvement
Best Practic
SupManage
Finance, Accounting,
Treasury
Order and Revenue
Transforming Companies Throug
© 2008 So
Process Developme
Warranty Claims
Customer Contact C
Customer Service M
Advertising and Pro
ces Expertise
Customer Relation
Management
ply ement
e Management
gh Best Practice Education and Implementation
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
Transforming Companies Throug
© 2008 So
expertise in all aspects of Business, Distribution &
Manufacturing processes.
ffiliate Network
gh Best Practice Education and Implementation
7oltec, Inc.
Soltec Busine
Transforming Companies Throug
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ess Model
gh Best Practice Education and Implementation
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
Transforming Companies Throug
© 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
gh Best Practice Education and Implementation
9oltec, Inc.
CustomersElectronic Engagement Planning & Team Leadership, Facilitation, and Project ManagementRapid Implementation with computerized process mapping & technology integration.
Clients (partial
WEST BEND
Transforming Companies Throug
© 2008 So
Dow
KNA&VOR
list)
gh Best Practice Education and Implementation
10oltec, Inc.
APEOGT
Soltec Proje
PPIILLOOTT
SkillsSkills
Transforming Companies Throug
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Project Time
SOLTECInvolvement
SOLTECInvolvement
LLAAUUNNCCHH
Skills Knowle
Skills Knowle
ect Involvement
Client Project Team Involvement
Client Project Team Involvement
&&
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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
Transforming Companies Throug
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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
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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
Transforming Companies Throug
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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
gh Best Practice Education and Implementation
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
Transforming Companies Throug
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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
gh Best Practice Education and Implementation
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
Transforming Companies Throug
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Receiving Receiving
OrderOrderFulfillmentFulfillment
AccountsAccountsReceivableReceivable
FinancialFinancialClosingClosing
Customer Customer ServiceService
ces Implementation
IIMMPPLL
NEWPROCESSES
NEWPROCESSES
VENTIONSVENTIONS
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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
Transforming Companies Throug
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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
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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
Transforming Companies Throug
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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
gh Best Practice Education and Implementation
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Team OutcomesTeam Outcomes
Five Phases
Perform Awareness/EducationPROJECT START UPPROJECT START UPPROJECT START UPPROJECT START UP
Phase 1Phase 1Project Start UpProject Start Up
Phase 2Phase 2Process Process ImpactsImpacts
PhaPhaFuturFutur
Transforming Companies Throug
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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
ase 3ase 3re re StateState
Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch
Phase 5Phase 5Full Full ImplementatImplementationion
gh Best Practice Education and Implementation
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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
Phase 1Phase 1Project Start UpProject Start Up
Phase 2Phase 2Process Process ImpactsImpacts
PhaPhaFuturFutur
Transforming Companies Throug
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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
ase 3ase 3re re StateState
Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch
Phase 5Phase 5Full Full ImplementatImplementationion
gh Best Practice Education and Implementation
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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
Phase 1Phase 1Project Start UpProject Start Up
Phase 2Phase 2Process Process ImpactsImpacts
PhaPhaFuturFutur
Transforming Companies Throug
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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
ase 3ase 3re re StateState
Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch
Phase 5Phase 5Full Full ImplementatImplementationion
gh Best Practice Education and Implementation
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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
Phase 1Phase 1Project Start UpProject Start Up
Phase 2Phase 2Process Process ImpactsImpacts
PhaPhaFuturFutur
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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
ase 3ase 3re re StateState
Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch
Phase 5Phase 5Full Full ImplementatImplementationion
gh Best Practice Education and 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
Phase 1Phase 1Project Start UpProject Start Up
Phase 2Phase 2Process Process ImpactsImpacts
PhaPhaFuturFutur
Transforming Companies Throug
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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
ase 3ase 3re re StateState
Phase 4Phase 4Pilot Start Pilot Start Up & Up & LaunchLaunch
Phase 5Phase 5Full Full ImplementatImplementationion
gh Best Practice Education and 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
Transforming Companies Throug
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AsAs--Is ProcessIs Process Project MProject M
Internal Comm.Internal Comm. Supplier/CSupplier/CComCom
Package Contents
StepsSteps Project StartProject Start--UpUp
SystemsSystemss Flowss Flows
gh Best Practice Education and Implementation
23oltec, Inc.
MonitoringMonitoring Team CharterTeam Charter
Customer Customer mm.mm. Team WorkbookTeam Workbook
Our Advanta
We offer three distinct competitive business process redesign:
Transforming Companies Throug
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Subject Matter ExpertiseSubject Matter Expertise
TechnologyTechnology
age
advantages with respect to
gh Best Practice Education and Implementation
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
Transforming Companies Throug
© 2008 So
Incorporate Change Management Techniques to ensure full implemeCost Effective and able to implemePrincipals directly involved with en
iness with Soltec?
ium
s
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25oltec, Inc.
entationent quicklyngagement
Business Process
Qu
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uestions
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uestions
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