Happy New (Process) Year

Happy New Year, and many thanks to all our clients, partners and employees for a fantastic 2011!

Happened at Barium during 2011

  • The Map to App concept is gaining ground, and the number of users on Barium Live! is steadily growing – and Barium as a company has grown by 50 percent for the second year in a row.
  • The app Barium Business Navigator makes processes and applications available in every iPhone.
  • Barium SharePoint Client adds processes to the widely used portal Microsoft SharePoint.
  • The welcome of 23 new process-oriented employees.
  • The move to a larger office, better equipped for inspirational meetings.

Now we are looking forward to another exciting year together!

Barium Live! updated to 2011.1.13

We have updated Barium Live! with a small patch to fix some minor issues, add some additional stability and speed and add a few improvements.

The details of the update can be read in the Barium Live! Wiki but the highlights are:

  • Fixed issues when viewing embedded sub processes via External Web Links.
  • Improved the speed when loading lists for those with many lists and many list items.
  • Improved the External Web Link and External Start layout design.

Read all about it in our release notes.

Merry Christmas!
Jonathan Franze

Automating your process decisions

One of the key features in using Barium Live! and the Business Process Modeling Notation (BPMN) is the ability to automate steps in your process that used to be manual.

Gateways is one of the activities that can be automated so that:

  • Decisions are made automatically.
  • The best path is chosen based on information in the process forms.
  • The path continues on a path based on a sub process end state.

This allows you to create a process application that is faster and more precise compared to a process that requires a lot of manual tasks being performed by the people in the task and a faster and better experience for your clients.

This is done using Expressions where you can create simple scripts, much like the type of scripts used in Excel to validate information in your process to automatically choose one or more paths to continue.

Automate a gateway to choose a path based on form data:

Automate a gateay to choose a path based on the end state of an embeded sub process or an independent sub process:

You can create advanced decisions based on mathematical calculations, combinations of expressions, choosing one or more paths and more…

To learn all about how to do automate gateways, visit our wiki: http://wiki.bariumlive.com.

Direct link here.

This is available for all Premium Trial and Premium Subscription accounts.

Regards,
Jonathan Franze

Do not reinvent the wheel. Use standard BPMN instead!

Last week went utterly fast, and soon it is time for Christmas again (luckily we have nice weather in Sweden though). Time is running away!

Some people quote “time is money”. Therefore I am surprised organisations still bother to reinvent the wheel all the time when they work with processes.

I recently represented Barium during an IT exhibition conducted by two Swedish organisations called KommITS and Sambruk. One of their great ideas is to share competence, know-how and at the same time increase the value of invested time and money.

I have seen several projects in the public sector, which all have potential to add great value to the networks involved. But many of these projects are still very much focused on managing the hygienic factors of IT, which could be legislation, communication standards, archiving and more.

What I do miss is the shared knowledge around processes. I dare to actually question the awareness of the standard process notation BPMN. The whole idea behind processes is to standardise. Is it not wise then to actually follow a standard notation?

BPMN symbols from Barium Live!

If you do so, you can actually benefit from collaborative invention! If Stockholm City creates ten HR processes, Gothenburg can exchange them for a couple of city building processes. And Svedala can exchange a non-conformance process in exchange for a service request process from Kiruna etc. The processes of course need to be redefined to the actual council, but this can be done relatively easy. So don’t start from scratch! And if you do follow a standard, you will also be able to exchange process diagrams between tools. No more vendor lock-in. Instead you can focus on business improvements, and continuous development of the processes!

Keep up the process revolution!

Fredrik Selander
Barium AB

Introducing the Barium SharePoint Client BETA

Now you can present the processes from Barium Live! in a SharePoint portal. Starting this afternoon, invites to try our beta version of the Barium SharePoint Client are available.

Barium SharePoint Client: Barium Process Viewer for SharePoint
Build your own process based management system in Microsoft SharePoint.

Extend your process models on Barium Live! to SharePoint and let your users see all processes in their intranet, extranet or portal based on SharePoint 2010 while you continue to model and create new process models on Barium Live!

The Barium SharePoint Client is an add-on for SharePoint 2010 that allows you to add Barium Live! processes to your SharePoint portal. The formal release is planned for first quarter 2012, but for those who cannot wait there is a private BETA version available.

The Barium SharePoint Client BETA includes:

  • Web Part for viewing process models
  • Clickable process models
  • Clickable sub processes
  • Ability to open attached process documentation

Find out more in the Barium Live! Wiki, or request an invite to try Barium SharePoint Client BETA right away.

Enjoy!
Jonathan Franze

From Chaos to Compliance

My last blog, Business Process Management in the 21st Century, explained the Business Process Management (BPM) breakthrough that puts business processes at the heart of the system for managing a business. I said that this will help organisations save time and money and deliver value. All good words but this is easier said than done!

Process chaos

Chaos!
In many organisations the way of working seems chaotic from the oustide and sometimes also from the inside. However there is generally an underlying order of events, allbeit with unpredictable results, with people using work arounds and short cuts to achieve their tasks.  

So, how do we practically apply this BPM breakthrough within these organisations?

I am sure that you are aware of many examples where the concept of business processes have tried to be implemented under the banner of improvement initiatives such as business process re-engineering, lean philosophy, total quality management, six sigma, value chain analysis, cycle time reduction, Kaizen and EFQM … and failed to live up to expectations and deliver the improvements and savings that were expected. There is a view that 80% of all initiatives fail.

Will this change and why should this 21st century concept of BPM make any difference? Well, the good news is that these initiatives did not fail because they were not good initiatives. They and many other initiatives are good and founded on sound theory. So why haven’t they worked?

Why improvement initiatives fail
After spending a lot of money on resources to come into an organisation to project manage and facilitate changes with the team, department or business unit, initiatives have been deemed to have failed because of :

  • lack of drive from people at the top and the bottom of the organisation
  • people falling back into old habits and the interest not maintained
  • people don’t like change and there is no buy in to the new way of working
  • others trying to change what people do, don’t really understand what they do

If it wasn’t for the people then everything would be fine!

The business case for an improvement initiative requires a return on the investment in the resources and the time that people spend identifying and designing improvements. Therefore the outcome of the initiative must be a step change to what an organisation does now in order to deliver the savings – otherwise why invest in it?

What is probably going through peoples’ heads is that they can see improvements to what happens now but there is no way of implementing them – they don’t need step change for this. People don’t follow what they are supposed to do now so why should they follow a different way of working. Let’s sort this chaos out first before a step change is made to a new type of chaos.

Stabilising the way of working
They are absolutely right and therefore there should be no surprise when the people resort to trying to sort out the chaos that they know, rather than the change to the improved chaos that someone thinks is better. No wonder we see these reasons for failure.

How will the concept of 21st century BPM make any difference to this?

One of the tools used in nearly all improvement initiatives is process maps. Many initiatives will start with mapping out what is known as the current state processes with the team, department or business unit. A BPM System such as Barium Live! can easily be used to model what happens in an organisation. Links can be made to documents such as guidance notes, forms and procedures and to urls to web sites or to the data management systems of the organisation. These process maps or models can then be made accessible to everyone in the organisation to follow.

However, to be absolutely sure that these processes are followed, these processes must become the heart of the system that is used for managing the business. This is where 21st century BPM concept makes a difference and the rapid Map to App functionality of Barium Live! becomes really important. When the processes are run as applications, everyone in the organisation follows the processes as designed. Chaos no longer exists and the way of working is stabilised.

By mapping out the current state, you will find that quick win improvements are obvious and can be implemented immediately. These are usually the ones that have been obvious to people for some time. By running a processes as an application, people can see that everyone is following an agreed way of working. There is something tangible upon which to have discussions on improvements and there is a confidence that an improved way of working can be implemented and complied with. Now, maybe those sound improvement initiatives stand a better chance and there will be closer to an 80% success rate rather than an 80% failure rate.

Vision and leadership
What is required of a leader in an organisation wanting to change is the vision and leadership to initiate the change and to require the use of business processes at the heart of the system for management. However, as I mention in my blog Business Process Management in the 21st Century, this is treading directly into the territory that was the domain of the IT systems. Future blogs will look at how the Business Director leading the change can convince the IT Director that a BPM System is there to complement the data management of the IT system and how the improvement initiatives can be applied to a stable way of working using systems like Barium Live!

Andy Salmon
Technical Director, WSP UK

No Grip, No Glory – an introduction to the process perspective

Your organisation is running pretty well, but … it can always be improved. You somehow cannot seem to find the time needed to take big steps forward. Daily operational issues always demand your attention. Topics such as efficiency, outsourcing, risk and compliance keep demanding your attention. In addition, the market forces you to be even more flexible. In essence, these matters have something in common: They all have an impact somewhere within or around your processes. This opens up an interesting question…

Why not turn it around?
Turning it around means using your processes as a central structure to battle these issues. By mastering your processes, you will regain control of your business and lay a solid foundation for current and future challenges. In this and upcoming blog posts I will take you on a journey through the field of Business Process Management (BPM). I will look at it from a very pragmatic perspective. What is BPM? What can it do for your company? How can you get started with it? I will attempt to answer these questions starting with this post about the process perspective. It may well be that while reading this you’ll think ‘I knew that already’ or ‘That’s obvious’. Great! But be aware that you are probably ahead of the average manager, professional or employee. Ask yourself if your colleagues understand this basic philosophy as well. This process ‘awareness’ is not something that comes naturally for most people. Share it with them and you’ll find that once people start thinking in processes, it will be there to stay.

“In this and upcoming blog posts I will take you on a journey through the field of Business Process Management (BPM). I will look at it from a very pragmatic perspective. What is BPM? What can it do for your company? How can you get started with it?”

No matter what three letter abbreviation we use to describe managing them, the fact is that processes have always been, still are and always will be the core of an organisation. Therefore, an explicit view on processes and managing them properly is always a good investment.

Good news: You already have processes!
Let’s start with some very good news: You already have processes. There is no need to buy, lease or borrow them. They’re already there! It’s only a matter of looking at your organisation from a different perspective. The traditional way of looking at an organisation is very functional. We all know the traditional hierarchy tree, with departments, functions and tasks to be performed. This perspective gives you insight in the organisation; focusing on the division of tasks and responsibilities. There is nothing wrong with this way of thinking. There is a reason why this perspective has been around for ages… But another approach is the organisation as a combination of interacting processes. It is basically the perspective we lost track off when we started to implement division of labour.

Imagine that you are standing on the glass roof of the workshop of a car dealership. Below you see a jumble of activities. A reception desk where people come in and leave again. A large workshop with cars on bridges and mechanics on/in/underneath them. A small office with people manning the phone and computer. When you look down, you see tasks that are performed.

Now let’s take another look with a process perspective. You now see a customer walking in and putting a process in motion. The conversation at the counter results in a description of the client’s wishes on an order form that is passed on to the mechanic. The mechanic goes to work, does his job and afterwards hands in a job sheet at administration. They process the sheet, juggle the numbers and produce a bill for the client. The bill is given to the client at the reception desk. The client checks if his requirements have been met, pays and takes the car with him. What you see is a continuous set of actions that run horizontally through the organisation and which connect the client request and the product/service delivered. You have just witnessed a process!

Car Service Process created in Barium Live!

The insight of processes
This perspective of processes adds value to your organisation. First of all the process perspective gives you an overview of how processes run through your company. One of the great benefits of the process perspective lies in visualisation. It is scientifically proven that humans think more in images and less in words. By mapping the processes and literally putting them on the wall in poster size, employees can gain a greater understanding of how their organisation works. It becomes clear which departments play a role and it links them together. Getting a process map on the wall in a workshop with a couple of departments is often a huge eye-opener. “Oh, I did not know you did that!” or better yet: “Now I understand why you are always two hours late Monday morning with that document (I’ve been annoyed by that for the last five years…)”. Processes create awareness of how they should work together and how they depend on each other. It kick-starts the discussion of efficiency and effectiveness. Suddenly we see and understand what is happening in our organisation.

The example of the garage seems trivial, but you can project it on your own company. What triggers (events) put your people in motion and what is ultimately the result? Linking these triggers to the corresponding results very quickly gives you a set of processes. By focusing on the customer’s trigger and the customer’s result we are able to connect all our activities to the customer. What does he want? How do we communicate with him? What are the ultimate moments of truth in delivering our product and/or service? Unfortunately organisations often have a very hard time answering these very basic questions.

One of the other great things about the process perspective is that we get a very clear insight into the interrelationships of individual departments. It makes the ‘hand over moments’ visible and manageable. This becomes especially important when we have a third party executing part of our (core) process. We at Process Express have a saying that “outsourcing of a (part of a) process is the same as insourcing dependency”. You are suddenly subject to the performance of a third party. This dependence should be properly managed because your clients will feel the performance of this process. Getting started with Business Process Management will help you gain control of your processes, whether outsourced or in-house.

Everyone can make the move towards thinking in processes, whether you are just starting out as a low-level employee or the CEO of a multinational corporation. That is because a big part of thinking in processes and process management is common sense. And once you look at your organisation that way, it will never go away. It does not mean however that you should get started with transforming your organisational structure now. This is a very common misconception. Although actually changing your organisational structure to align with your processes can be a good solution for some companies, most will be able to manage their processes alongside their traditional structure quite successfully. What structure fits your organisation best is a whole topic on itself and cannot be determined in a single post on a blog. But how you can manage both your functional view and your process view at the same time will be discussed in a future post.

“Everyone can make the move towards thinking in processes, whether you are just starting out as a low-level employee or the CEO of a multinational corporation. That is because a big part of thinking in processes and process management is common sense.”

A process of awareness
So these were the first couple of essential steps in the world of process management. Steps that revolve around actually seeing the processes in your organisation. Steps that have more to do with awareness than with change or improvement. Steps I had to go through myself not that long ago.

I hope that you now see that you have processes. That these processes are responsible for bringing your product or service to your customers. That most items on the corporate agenda can be linked straight to processes. That consequently virtually every challenge an organisations faces, has something to do with processes. That you can help others to see processes and their importance as well.

So the question is not IF you should start managing your processes, but HOW you can manage them in the best possible way.

Regards,
Barend Beenackers
Senior Business Consultant
Process Express

The blog post is based on an article originally written by Jeroen de Groot, founder and CEO of Process Express, Dutch BPM personality of the year 2010.

E-Governance includes more than e-Services

Last week Barium attended Sweden’s biggest E-Governance exhibition called eFörvaltningsdagarna. During our two day stay, we had the opportunity to speak to delegates interested in BPM and e-services.

eFörvaltningsdagarna 2011

We weren’t the only company offering e-services, but we were the only Business Process Management System on site. In Sweden, focus is on e-ID, legislation and usability towards the citizen. This is essential and of course very important. Thus it won’t help governments and local authorities to improve and enhance their business and the customer experience as much as improving their internal processes.

Citizens contact local authorizes to ask for help, to complain, to ask for approval, to get contracts etc. The result is what matters to them. They want quick response, yes. But they also demand reliable and quality assured decisions. E-ID, legislation etc. are just hygienic factors. In order to improve an organisation we need to focus on the on-going improvement and the processes within. The biggest cost-structure (and biggest opportunity to improve) is within the organisation, not in the interface towards the citizen. Luckily I could see several key-notes with process in the topic header, at least!

Gartner chief analyst Andrea Di Maio is on the same track. In a recent article, Medborgaren inte längre i fokus (in Swedish), he clearly states that focus needs to shift towards employees so that they, in their turn, can perform their tasks well and obtain customer satisfaction. He also mentions the cloud as a suitable platform for improvements.

Regards,
Fredrik Selander
Barium representative at eFörvaltningsdagarna 2011

Introducing the Barium Process Performance Dashboard

We are proud to present the Barium Process Performance Dashboard on Barium Live!

The Process Performance Dashboard gives you instant and live statistics on the performance of your process applications.

With visual and clear Key Performance Indexes you get information such as:

  • Average throughput time
  • Number of ongoing, completed and created instances
  • How much time is spent in each task
  • And more … 

No more need for tedious data mining to get the numbers you need,
your most important KPIs available immediately and
live statistics showing your process performance in real time.

What do you need to do?
You don’t have to do anything – we have already set this up for you. All the process applications that you have created so far automatically have the Process Performance Dashboard available for them.

In the same way the Process Performance Dashboard will be available to all the process applications that you create from now on.

Where can you see the dashboard?
Log on to www.bariumlive.com and follow these instructions:

  1. Click on the tab “Applications” on the top right of the screen.
  2. Double click on one of your applications to open the application overview.
  3. On the top right of your application overview you’ll find the tab called “Process Performance Dashboard”.

Don’t have an application yet?
Visit our Wiki to learn how to create your first process application to see the dashboard come to life.

Regards,
Jonathan Franze
Process Coach

Business Process Management in the 21st Century

BPM in the 21st century is summed up perfectly in Howard Smith’s and Peter Fingar’s book Business Process Management: the third wave:

The BPM breakthrough is for business people. Designed top down in accordance with a company’s strategy, business processes can now be unhindered by the constraints of existing IT systems.

So what is this breakthrough and what constraint do our existing IT systems provide? Is this breakthrough that significant or just more technology designed to confuse us?

The radical breakthrough in what Smith and Fingar call the third wave, is that business processes are directly and immediately executable with no code or software development necessary. In the past and still today, IT systems are developed to try and deliver our standard business processes. However in order to be agile and competitive our business processes need to be customised and continually improve and evolve. Therefore as soon as the IT department deliver the procured or developed system, the processes have changed, new ideas for improvement need to be implemented and the system doesn’t quite do what the organisation wants. The organisation is therefore constrained by the IT system unless more money is spent.

What we find in many organisations is that managers map out the way the organisation work, in some cases linking documents to the activities, and using these to inform and provide ways for employees how to go about their work. We find that these are independent of the IT systems and generally lack the detail to represent the implicit work flow built into such systems. Primarily the process maps are used to create accredited quality management systems but as they are only a provider of information they allow the user to be selective in whether they conform to the process or not. In fact we find that it is the IT systems that drive the organisation rather than the business process. Even if the IT system did meet requirements when it is first used, it soon becomes out of date and employees end up creating workarounds.

However, after so many years of IT systems driving the business, it requires a significant shift in thinking to put the business processes at the heart of our system for managing our businesses. Smith and Fingar give IT departments and IT systems a hard time in their book but we must not ignore the fact that businesses have made significant investments in these systems over the years and they must form part of the solution going forward even if we now think that it is the business process that should be sitting at the top table now.

Barium Live! directly delivers the vision of Smith and Fingar by providing a simple way to produce a process map and turn it into a system application – map to app. The use of standard Business Process Modelling Notation provides the tools required to model the working processes of an organisation building on basic process mapping skills. This can then be immediately turned into an application by the press of a button and upgraded as often as the organisation requires by just changing the original model.

The transformation Barium Live! delivers is similar to the impact that the spreadsheet had on organisations in the latter part of the 20th century. When computers were only used for programs written in BASIC, spreadsheets gave business people the ability to manipulate rows and columns of data and the ability to use schoolbook formula to analyse data without the IT department needed. Now the business people have the tool to design how we want our organisations to work and run through our system applications.

Applications can be produced for all parts of the business where their use can deliver efficiencies and not just the parts where IT systems exist already. Where expensive IT systems do exist, the process model can sit over the top of these to provide a consistent way of running the organisation providing all the work flow features that will complement the data management of the IT systems. Where no IT system exists, Barium Live! has the functionality to produce data input forms and store data.

So this really is a BPM breakthrough and a significant paradigm shift which will help organisations save time and money and deliver value. My next blog will start to explain how we can practically apply this breakthrough BPM within our organisations.

Andy Salmon,
WSP UK