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

Idea (part 1) – your improvement foundation

The idea is the very foundation for the journey of change. In the overall approach that I will suggest, the idea phase is something you never tick off and leave. Instead you should often revisit the idea space. How else can you work iteratively? How else can you continually refine the improvement?

A well-grounded and worked through idea that has immediate appeal to stakeholders is the key to future success. And to the contrary, an ungrounded and half-baked idea will sooner or later be caught up by reality. The idea holds enormous value! But how does the idea come about and what do you do with it? I will try and share the most important aspects that have worked for me. Maybe it can work for you as well.

How to enable and get an idea
You have been assigned to investigate how something can be improved or maybe your own intuition says something is not optimal. Personally, in the whole journey of change, this is what I love and yet dread the most. It is a vibrant and thrilling period, knowing there should be something, but not yet seeing what it is. I think the most common mistake here is to give in to the uncomfortable feeling of uncertainty and jump to conclusions and lock the idea too soon. It is hard to reset your mind whilst it has been biased (for personal, financial, and political reasons among others). So, keep an open mind … and after you think you have an idea, keep an open mind and throughout the whole journey of change, still keep an open mind. Or at least try your hardest. The sooner you find out you’ve been wrong the more likely you are to be able to correct it.

Of course there has to be a relationship between the level of impact and the time spent on coming up with an idea, but for someone like myself who tends to be a bit impatient, it has always been good practice to spend more time on the idea than I am comfortable with doing.

Some practical advice
Unlike school exams, where you are not allowed to find answers through books or people, it is essential with improvement projects to do just this. Take every opportunity to cheat. Go to Amazon.com and buy yourself a big case of books directly and indirectly related to the subject. Use blogs, newsletters, Google, anything. Skim through content, but don’t get stuck. Pick the sweet cherries and move on.

Talk to any person that might have an opinion. Give open questions and throw out ideas.  Have the courage to share an idea even if you think it may be bad, as a bad idea often triggers a good one. Build an environment of non-prestige and open thought. Test ideas between different people and learn from their reactions.

Even more important than the solution ideas are the relationships you establish, simply because they tend to stick much longer and they will help you evolve the idea. You should establish relationships with the senior managers. They will eventually become sponsors and senior advocates. You should also engage with experts. They are your main source for ideas, your future pilot teams, your early adopters and eventually your ambassadors of change. Having these people on board and engaged from the very start is your ultimate game changer for success.

As tradition suggests, you might also want to look at historic data and in this way build an understanding for the underlying problem and impact. It will help strengthen your case going forward.

Strive to have the starting point for creative thought as close as possible to the sum of current knowledge and then integrate. Don’t be afraid if you are a generalist rather than an expert. It helps you let go of prestige and keeping an open mind. If you are an expert, try to pretend you are not. It helps driving true curiosity.

Throughout this intense drive for knowledge, I have found it very important to also seek space for reflection. My mind needs a chance to digest and integrate all information. Funnily enough, it seems that the last place people seek creative reflection is in their office. I have two favourite places for reflection. One is a high hill close to nature and the other is my bath tub at home. No phone, no email, no notifications, no one jumping in through the door, no nothing, just some time of peace. Even if I don’t get the idea at that moment, I am convinced it creates the space for good ideas.

Summary
Throughout the idea phase I tend to want the following results. In my mind these things together form the idea.

  • Knowledge from as many sources as possible integrated through reflection
  • Good relationships with senior managers and key experts

And also:

  • Guiding principles – High level principles that point out key future characteristics around required behaviour, organisational structure, and process and enabling tools. This is important, because even if the underlying problem statement or the suggested solution turns out to be slightly wrong, the key principles can still make sense.
  • Problem statement – Points out key problems (and possible impacts). Important because the problems may be agreed even if the solution is slightly or completely wrong. It helps create a sense of urgency and works as a rationale to why you are doing the change.
  • Solution idea – An idea for a solution, which can be prototyped and evaluated. Important because it is tangible and serves as your starting point for further evolution. However, it is not likely that the initial idea for a solution is the same as the one eventually launched. So try and commit as little as possible to the solution. Instead, stick to the guiding principles and the problem statement. Use the solution to prove that this is not just a theoretical exercise but an evolution together with experts and stakeholders.

This is a bit longer than expected. Sorry about that. Maybe it is because I find this phase so exciting. Next I will try and share some experience on how to best leverage on an idea. Until then, good luck with your improvements!

Johannes

From Map to App

Barium’s autumn 2011 marketing campaign is named From Map to App, and communicates how easy it is to convert process maps to executable process applications.

Video


Magazine ad

Barium: From Map To App (magazine ad)Exhibition materialBarium: From Map To App (roll-up)Seminars
The seven BPM seminars from last spring were a huge success. This autumn we are keeping the three venues from last time, as well as adding three new ones. The seminars are still held only within Sweden, but a future expansion is possible – and we have great partners in Benelux and UK/Ireland that have similar events!

Thursday September 29, 3-6 PM: GÖTEBORG, Sweden
Thursday October 6, 3-6 PM: STOCKHOLM, Sweden
Thursday October 20, 3-6 PM: LINKÖPING, Sweden
Thursday October 27, 3-6 PM: JÖNKÖPING, Sweden
Thursday November 10, 3-6 PM: MALMÖ, Sweden
Thursday November 17, 3-6 PM: KARLSTAD, Sweden
Thursday November 24, 3-6 PM: STOCKHOLM, Sweden
Thursday December 1, 3-6 PM: GÖTEBORG, Sweden

Our Swedish followers can read more about the seminars here.

Welcome to the seminars!
Josefine Aspenstrand
Marketing Manager

Barium Business Navigator updated to 1.10

The Barium Live! iPhone app Barium Business Navigator has been updated with new features!

iPhone app Barium Business Navigator: Start, take/pick photo & view process

The new version 1.10 has a whole bunch of new and improved features such as:

  1. Start a process from your iPhone
  2. Add a photo from your camera
  3. Assign who should perform tasks

Download it for free from the Apple App Store today!

Download it from the Apple app store

What is the Barium Business Navigator?
This iPhone app is Barium Live! in your pocket. By logging on with the same account you use on www.bariumlive.com you can:

  • See all process models
  • See your inbox with tasks to perform
  • Start new processes
  • Follow the status of all tasks your colleagues are performing

The Barium Business Navigator is created as a client to Barium Live! giving you the option of performing work on the go.

Would you like to know more?
Our wiki contains detailed descriptions of how the app works and how you can create process applications that look great for your app users.

Happy apping!
Jonathan Franze