becoming a process-drive enterprise
DESCRIPTION
Discover the advantages of becoming a process-driven company, and the means to get there in a very cost and time effective manner.TRANSCRIPT
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“If you can't describe what you are doing as a
process, you don't know what you're doing.”
“In God we trust, all others bring data.”
--W. Edwards Deming
“What gets measured gets done.”
--Peter Drucker
Ongoing Monitoring of Business Performance
Creating Effective Information Sharing Environment
Facilitating Analysis & Decision Making
Creating an Enterprise-wide View of Performance
Managing Business Risk
Reducing Enterprise Operating Costs
Consolidating Financial Processes
Integrating Strategy with Daily Business Processes
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Too many people signing off
Not the right people signing off
Leads to
Low productivity
Lack of confidence
Confusion
In order to demonstrate control
Must define delegation of authority / rules
Evidence control execution
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Automatic execution of governance rules
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Performance Category MedianNumber of Data
Points Low High
Cost 20% 21 3% 87%
Schedule 37% 19 2% 90%
Productivity 62% 17 9% 255%
Quality 50% 20 7% 132%
Customer Satisfaction 14% 6 -4% 55%
Return on Investment 4.7 : 1 16 2:01 27.7 : 1
Role & Rule Based Logically Sequenced Reliably Repeatable Accessible: Web + Email Based Easily Understood by Participants Highly Agile
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Our Workflows give you all of these
Establish roles and rules for creation, modification, approval and storing of information
Execution and tracking of the process Who acted -- leverages WSS-established roles & permissions What they did --
submit, approve/reject, view, comment, revise When they did it -- determine cycle time Why -- justification of action
Compel individuals/teams to act on the document/form Store resulting documents & forms in a well organized manner Flow information to other enterprise systems Track/Review/Analyze/Optimize the process
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Brings speed & reliability to your business
Capital Expenditure
Budget Approval
Purchasing Order Approval
Invoice Payment Approval
Travel & Expense Approval
Financial Reporting Review/Approval (SOX)
Order Entry & Fulfillment
Marketing Campaign Approval
Product / Service Delivery
Proposal Submission
Proposal Review/Approval
Contract Approval (buy/sell)
Absence Approval/Tracking
Hiring/New Employee
Promotion/Pay Change
Engineering Change
Supplier Corrective Action
Root Cause Analysis
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A unifying enterprise platform
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SharePoint
Workflow
Designer
FormEX
Microsoft InfoPath
Delegation of Authority / Roles
An employee’s manager must approve time off requests
Human Resources must approve time off requests subsequent to the manager’s approval
Rules
Employees are notified via email when their time off request is approved or rejected
Time off requests must be approved within 2 working days
All absences are shown on the corporate calendar
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$7K – Base System + $2K per Process Definition Limit of $29K total licensing 11 paid processes = unlimited process definitions Excludes workflow development costs
Other Hardware/Software: Typically $0 SharePoint & SQL Server already installed
Workflow Development SPS Workflow Factory Your Workflow Factory (developed by us) Your staff (IT or non-IT)
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Identify a process with Potential for improvement Unregulated / unmanaged
We’ll Define the workflow based on Delegation of Authority Organizational Responsibility Content/Subject matter
Demonstrate it to your stakeholders
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Call or email me at
734.678.1220
to set up a meeting to discuss your particular
situation and challenges.
Thank You!
Ann Arbor based IT Consultancy focused on
Business Process Automation
Information Architecture and Flow
President, Principal Consultant: Russ Blaesing
25 Years of Information Technology Experience
Sales, Marketing, Design & Development
Consumer, Telecom, Financial, Automotive, Pharma
Third Successful Company
ShareVis Partner
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3
SPS Workflow Introduction FERF Technology Issues Report Governance & Business Processes Demonstration How to Get Started
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42% of IT organizations report to the CFO
High on CFO/IT Agenda Web-based applications
Integrating financial system into the enterprise
Corporate performance management (CPM)
Information integrity
86.3% willing to invest in IT systems that bring competitive advantage, efficiency and enterprise transformation capabilities
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ShareVis is Transformative
“IT must work with finance to understand how new technologies can help transform enterprise processes.”
“Firms should consider investments in CPM initiatives, focusing on integrating people, processes and technologies to improve PM.”
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ShareVis integrates people & processes
through technology
Addresses both Governance Risk and Compliance (GRC) and Performance Management (PM)
Improves controls for compliance
Helps manage fraud
Prevents cash leaks
Improves working capital
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ShareVis provides CCM which leads to CPM
Appropriately matching technology with process will improve the business, particularly finance process alignment
Too many applications have been deployed without process alignment
ERP investments have been “mostly successful”
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ShareVis supplements your
ERP System (main highway) with
low cost process alignment capabilities (side streets)
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Workflow
Workflow
Workflow
Workflow
Pro
cesse
s
Delegation of
Authority
CAPEX
T&E
APPROVAL
HIRING
INVOICE
APPROVAL
Rules
CAPEX
AUTHORIZATION
Standardized
Forms
T&E
AUTHORIZATION
HR
REQUISITION
INVOICE
AUTHORIZATION
Routing
Based on
Workflow
Rules
“my
assignments”
in
SharePoint