79 posts categorized "BPM"

September 29, 2014

How Australia’s largest customer-owned bank will originate an extra $12 million of Personal Finance annually through BPM

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Thanks to our friends at PEX Network we're happy to be able to share the following article with you.

Click here to download "How Australia’s largest customer-owned bank will originate an extra $12 million of Personal Finance annually through BPM"

Regards,

The Process Improvement Group

September 24, 2014

The Process Revolution - Slide Pack Now Available

Our CEO Craig's slide pack from his presentation "The Process Revolution" is now available for download below.

We think that some of the slides would make great posters to inspire process revolutions in organisations everywhere!

If you stick 'em up we'd love you to send us a photo - enquiries@processigroup.com

April 24, 2014

Organizational Surveys: How to Create a Process Maturity Benchmark

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Analysts often approach assessing organizational process maturity by running workshops or “walking” processes. These approaches can be time consuming and it’s often difficult to consistently measure the maturity of the processes.

In this paper I look at a way to measure organizational process maturity using simple, web-based survey tools.

In summary, I explain:

  • Why a process maturity benchmark is of value
  • What web-based survey tools can be used and their key features
  • What questions to ask to get meaningful results
  • How to use the survey on an ongoing basis to quantify improvements

Click here to download

April 04, 2014

Webinar With The Process Ninja: Register Now!

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I'm delighted to announce that I'll be hosting a webinar on the 29th April at 2pm Australian Eastern Standard Time with the guys from Bosch SI to talk about my latest whitepaper "Achieving Organisational Effectiveness and Agility with Smart Process Applications".

Register for the webinar by clicking here.

Abstract:

Today’s latest evolution in business process technology takes us another step further in the ability to respond to our customers and their needs. The focus on organisational efficiency remains but the emphasis has started to swing towards a new goal – effectiveness. Allied with the need for large organisations to be faster to market with new offerings in order to remain competitive, smart process applications are delivering the functionality to achieve organisational agility and effectiveness. This whitepaper explains these key challenges and explains the benefits that smart process applications can deliver.

Cheers,

TPN

March 18, 2014

Free Whitepaper - Achieving Organisational Effectiveness and Agility with Smart Process Applications

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My latest whitepaper "Achieving Organisational Effectiveness and Agility with Smart Process Applications" is now available for free download from the Bosch Software Innovations website.

Click here to download (sign-up required).

Abstract:

Today’s latest evolution in business process technology takes us another step further in the ability to respond to our customers and their needs. The focus on organisational efficiency remains but the emphasis has started to swing towards a new goal – effectiveness. Allied with the need for large organisations to be faster to market with new offerings in order to remain competitive, smart process applications are delivering the functionality to achieve organisational agility and effectiveness. This whitepaper explains these key challenges and explains the benefits that smart process applications can deliver.

Cheers,

TPN

December 17, 2013

Customer Onboarding - Your Most Important, Worst Process?

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Improvements to customer onboarding are all the rage these days. Why so? Probably because most organisations do it so badly.

Firstly even by it's name we make the process of becoming a customer sound like something that will require herculean effort to achieve - boarding a ship with your luggage strapped to all limbs. Unfortunately for many firms the blood sweat and tears of the sales pipeline are washed away when the customer finds out that it's "just too hard" - and takes their business elsewhere.

So what do companies do that makes the process so hard? How should it work?

1. Single channel, not omni channel

In an age where we have almost limitless technology in our pockets customers are still plagued by companies asking them to fill out bits of paper and "send them back". Customers today expect to do business their way, not the way that suits the company - and that is omni-channel - phone, fax, web, smartphone, in person (or even on a bit of paper). What's more, they want it without delay.

2. Antique business rules and policy

"Our policy is that we need you to..." - words of death for a blossoming new customer relationship. Too many firms simply gather unnecessary information at onboarding because it was decided 20 or 30 years ago that it was required. Antiquated business rules need to be questioned, challenged, eliminated or they become a catalyst for complexity and errors.

3. The sales breakpoint

So your customer has been wooed and wowed, the sales funnel has given birth to a beautiful new baby and then you hand it over. And wait. And wait. "No-one has contacted me" cry the customers. The breakpoint between the sales process and the often laborious customer administration piece often creates delays, confusion and frustration. The cure? Wherever possible capture customer data in the sales process and re-use to minimise back office processing.

4. Duplicate effort

More often than not data will be entered several times by several people into several systems (and more than likely entered incorrectly). Each keystroke is time and money that could be saved and staff that could be directed to use their time more effectively (like getting new customers, perhaps?) Technology today has the capability of "glueing" systems together to pass data to disparate systems - so if staff absolutely have to enter the data themselves, they at least only have to enter it once. 

5. The Customer Experience

Organisations have a tendency to think that once the sale is made, the hard work is done. The truth is that the onboarding of a customer sets the tone for the relationship. A bad onboarding experience is a bit like getting married, carrying your partner across the threshhold then telling them to wash the dishes. The customer experience has to be nurtured for the longevity of the relationship to be sustainable.

The key to customer onboarding is minimal customer effort through the channel of their choice - data entered once and passed through the process. Customers don't care about being "onboarded" they just care about your products and services - so don't keep them from using them by putting process roadblocks in their way.

Cheers,

TPN

November 18, 2013

Business Requirements - The End is Nigh

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Documenting business requirements is one of those pieces of work that sends a cold shiver down my spine, particularly when preceeded by the word "detailed". Some of the worst work on the worst projects I've ever seen has been achieved primarily due to the laser focus on creating phone book sized documents of "detailed business requirements". Our reliance on them is a slavery to an old religion of business that needs to end. Thankfully the end is nigh.

Agile software development is playing a big part in that due to the high business contact of the method. Fact of the matter is, the more often you can show the business what the end result will look like, the more feedback you'll get and you'll get closer to what they need. Waterfall development kills all of that stone dead - high customer touch up front then the project dissappears into IT land only to emerge as some transmogrified beast that no-one wanted.

The other factor that will lead to the demise of the dreaded business requirements is the continued development of BPMS'. Most BPMS vendors strictly push an agile implementation pathway, with the focus on building the processes and screens. Having worked with both Pega and Appian in recent projects, this really is the best way to go and almost totally eliminates the need to write business requirements. In my experience, whole processes and screen layouts can be built in a couple of days, demoed to the business and an iterative, agile cycle follows. If it sounds simple, that's because it is.

Process isn't just about challenging the way the business operates, it's also about challenging our own holy cows. It's time to challenge the concept of business requirements.

Cheers,

TPN

P.S. Need help with your process improvement initiatives? Drop me a line to explore how I could help your organisation.

August 27, 2013

Free Whitepaper: Big Data and Process

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Big Data has become one of the most talked about trends in technology today. It has been pinpointed as a marketer’s dream – a way of targeting customers like never before – but there is little understanding about how Big Data could or should interact with Business Processes.

In this whitepaper paper, I attempt to identify how we can use Big Data and Business Process together to improve our organizations. In particular CIO's, Data Architects and Business Process Analysts can use this white paper to identify how to use the two together to provide benefits to the organization and to customers.

In summary, this white paper explains:

What Big Data is

Why organizations need to examine the impact of Big Data on Business Process

• The benefits of using Big Data and Business Process together

Examples of how organizations are using Big Data and Business Process to add value.

The whitepaper can be downloaded from the Orbus website by clicking here (registration required).

Cheers,

TPN

July 17, 2013

Free Whitepaper: How To Build a Compelling Case for Business Process Improvement

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Often, the hardest part of bringing business process improvement (BPI) to life in an organization is in building a compelling case to get the initiative up and running.

In this paper I provide a structured approach to building a compelling case for business process improvement (BPI) that will get staff at all levels of the organization involved and motivated to make the change a success.

It is intended to be used as a practical guide for Process Analysts, Change Managers and Business Architects to get buy-in to a programme of organizational change.

In summary the whitepaper details:

  • Why you need a compelling case
  • A nine step pathway to ensuring business process improvement initiatives obtain the necessary commitment to ensure success.

Please click here to download.

Cheers,

TPN

July 01, 2013

Free Whitepaper: Business Process & The Customer Experience - A Quick Start Guide

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My latest whitepaper is available for download from the Orbus website.

In this white paper, I introduce the fundamentals of how business process and the customer experience work together. It is intended as a practical guide for Business Analysts or managers to quickly understand the concepts of customer experience management, and how to improve business processes using ‘outside-in’ thinking.

The paper considers the difference between the customer experience and the process, why a customer experience approach is critical and how to improve the Customer Experience Management using the Customer Experience Management (CEM) Method.

Click here to download (registration required).

Cheers,

TPN