using sharepoint for business process improvement (bpi)
DESCRIPTION
Ahmed Hafeez, Technology Director for Edgewater Technology's Web Solutions Practice, demonstrated how SharePoint can be used to improve business processes within your organization. SharePoint Saturday Hartford CT January 29, 2011TRANSCRIPT
Using SharePoint to Achieve Business Process Improvement (BPI) Success
January 29th, 2011SharePoint Saturday Hartford
Ahmed Hafeez and Mark Farrell
Agenda
► What is Business Process Improvement (BPI)?► Differentiating between BPI & BPM► What BPI can and can not do?► 5 Pillars of BPI► Why and how of SharePoint for BPI► Essence of our experience with BPI► Summary► Q&A
What is Business Process Improvement (BPI)?
Technology
PeopleProcess
“Effective change is an engineered
result”
BPI vs. BPM
► BPI – is a process for achieving a business goal – it is typically– Industry agnostic– Technology agnostic– Best implemented using a holistic approach (people, process, tools)
► BPM
– is a broad label for technology used to manage enterprise business processes – it’s a toolset (which may implicitly require a process, but may not)
– A good BPI solution may lead to a BPM implementation, but NOT vice versa (unless you are very, very lucky)
– Beware of technologists who fall in love with technology solutions– Technology centric BPM implementation can be like trying to kill a fly with
a hammer – it might work, but it can get pretty messy
The Pillars of Business Process Improvement
Socialization & Collaboration
ManagedChange
Incentives& Support
Measurement& Action
Clear Goals &Objectives
SharePoint – Supporting the BPI Pillars
Socialization & Collaboration
Clear Goals & Objectives
Managed Change
Incentives & Support
Measurement & Action
Wikis
Team Sites
Goals &Plans
Resources
MeasurementResults
Visio Modeling
Clear Goals & Objectives
Adequately define and socialize specific goals of a BPI initiative
Disaster Scenario Confusion on goals and
approach enables people to raise late objections
Doubt begins surfacing and calls every decision into question
Churn, churn, churn
Desired Result Appropriate resources are
dedicated because of management understanding of goals and benefits
The project stays on track and churn is minimized
Clear Goals & Objectives
► Provision a team site for the project as the central place for all things related to the project
► Engage stakeholders in the problem description and definition– Use Wiki to engage everyone in the definition phase and
feedback integration► Define your goals clearly – We want to reduce the order fill time to maximum of 2
days with an average 24 hours– We want to reduce the order fill errors to less than 1 %
► Put them under change control– Enable version control and make it read-only
Clear Goals & Objectives Using SharePoint
Agreement onGoals and Approach
Problem Definition
Define Scale, Scope & Impact
Propose & Negotiate Options
Enterprise Wiki• Many-2-Many Comm.• Brainstorming• Ad-hoc engagement
Team Sites• Group organization• Calendars, document lib.,
task assignment, discussion forum, etc.
Blogs• One-2-Many Comm.• Socialize Ideas• Engage audience
Socialize GoalsClear &
Documented Goals
Demo: Enterprise Wiki
Socialization & Collaboration
Communicate effectively and completely with all parties involved in the change process
Disaster ScenarioConstant re-planning due to
unpredictable involvementSub-teams don’t conform to
requirements or designs and proceed on their own
People fill in the gaps, leading to confusion, churn, and resistance
Desired ResultRight information from the right people when you need it
Understanding and acceptance of the change and its impacts is widespread
Schedules, particularly around tollgates and reviews, are hit
Socialization & Collaboration
► Understanding and acceptance of the change and its impacts is widespread and communication is enabled throughout the lifespan of the project– Clearly show what will and change and how
• Visio process diagrams– Propagate your message to others
• Blogs• Announcements
– Engage and convince them• Discussion forums
– Constant and centralized communication about the project milestones, deliverables etc. throughout the project• Outlook and project integration
– Make people from different depts., regions, time zone work and act as one team
Socialization & Collaboration via SharePoint
Involvement is Timely and Effective
Communication Planning
Consolidate Information
Audience Specific Communication
Solicit & Gather Feedback
MS Project Integration• Project plan socialization• Task assignment• Update and share
Team Sites• Resource Libraries• Consolidate Feedback &
Documents• Action items, Issue tracking
Workflow & Approvals• Streamlined document
reviews• Timely and track able
participation
Demo: Visio Services
Support & Incentives
Adequately support involved parties throughout the process change (before, during and after)
Disaster ScenarioOn go-live, people don’t
understand how to do their jobsWidespread rejection of the
change by the impacted audienceDuring final testing, everything
comes to a screeching halt
Desired ResultPeople are enabled to be effective
after the changePeople understand that there will
be pain, but feel supported People are engaged and
empowered and begin to own the change and its benefits
Support & Incentives
► Provide support mechanism for people who are using the new system and processes– Discussion forums
► Create and provide training materials– Videos – Knowledge management and document libraries
► Provide a central place to raise issues and get things fixed– Issue tracking– Support forums
Support
People are Enabled to be Successful
Communication Training Peer-Based SupportInformation Accessibility
Custom Lists and Libraries• Single authoritative
repository of truth• FAQs and organized,
accessible information
Online Training• Video & CBT• Online curricula and testing• Tracking attendance and
testing results
Team Sites• Documented Goals• Single authoritative
repository of truth
Measurement & Action
Define success measures and metrics and then track actual performance against goals
Disaster ScenarioThe potential benefits of the
change are never realizedNo proof that the change or the
investment was successfulThe naysayers gather strength
and say, “see, nothing around here ever really changes”
Desired ResultOpportunities for unexpected,
but added value, are identified and implemented
People really get the CA in PDCA (plan, do, check, act)
A culture of process improvement is enabled
Measurement & Action
► Provide a simple place where people can go and see the net improvement and quiet the detractors– Dashboards and reports– BCS and integration with other systems
► Make it easy for them to monitor their own progress– Provide operational measures through dashboards and
reports
Measurement
Ongoing Improvement
Measurement Goals & Strategy
Measurement Actual vs. Plan
Socialize Actual Change Results
Identify Opportunities
Real-time Dashboards• Centralized & consolidated
view of operations• Convenient access is habit
forming
Integration with LOB Apps• Integrated operational data
from LOB apps
Trend Analysis• Long-term historical data
analysis side-by-side with operational data
Demo: Dashboards
Summary
A successful BPI initiative requires successful integration of
SharePoint’s is a technology platform that enabled collaboration, communication, socialization, integration and content management
Leveraging SharePoint’s strengths can greatly enhance the chances of success of any BPI project
Our Guiding Principles for BPI
► Premature change is the root of all evil► Lack of involvement ensures lack of buy in► Real, lasting improvement must be a designed result – it
doesn’t happen by accident► Change is hard for everyone► Everyone needs to suffer a little bit► Incentives drive results (Economics 101)► Make doing the right thing the easy thing► Outsiders make the best facilitators► It’s always easier for an outsider to be the bad guy
Edgewater Overview
Technology Management Consulting Firm Provide a unique blend of specialty IT services Leverage proven industry expertise in strategy, technology and enterprise
performance management Focus on middle and Global 2000 market
Founded in 1992 Headquartered in Wakefield, MA Large North American footprint + 330 Employees +700 clients +2400 projects completed to date Publicly Traded (NASDAQ: EDGW)
Contact Us
To learn more about Edgewater Technology and our BPI & SharePoint expertise, contact:
Ahmed Hafeez781-224-9015
Mark Farrell505 681-7744
http://edgewatertech.wordpress.com