How To Buy The Right Process Tool

iStock_000022235512MediumSo, you’re buying a process tool.  Not a workflow or automation system. Just a plain old process tool to serve as an enterprise-wide standard for process capture, design and deployment.

Your functional heads have agreed that cross-silo perspectives matter, and that there’s no sense in everyone using their own tools and standards.  In a corporate ‘Aha!’ moment, it’s now understood that to improve, to innovate, to become more agile – and to manage risk and compliance at pace – the organization needs visibility and ownership of its end-to-end processes, and within an integrated and holistic operating model.

So now it’s time to procure the right tool. How difficult can that be??

In practice, it’s fiendish. Frequently the whole exercise fails. The strategic choice may never get fully or properly implemented. Often the pain of adopting the chosen tool means that the procurement exercise is revisited within two or three years.  And sometimes the decision just gets stalled for years as the stakeholders can’t agree.

It’s easy to get heads nodding at the idea that there’s huge benefits in adopting visual process as the universal business language across an enterprise. And that there’s exponentially more value when process management provides a common operational platform, a backbone for the business, a collaborative space where process owners and stakeholders collaborate on improvement and innovation within a single unified governance framework. [Which needs far more than a tool, of course. It’s about a creating a culture of learning and collaboration at pace. But still, adopting the right tool is a critical part of it…]

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Future BPM – The Enterprise Platform

iStock_000023250571SmallI’ve argued previously that sustainable success in complex global enterprises depends upon effective collaboration, and that process is the language that best enables it. I’ve also argued that BPMN is out of the running as a universal business language, and proposed three questions we should ask in assessing alternatives.

The right language is vitally necessary but it’s not sufficient. Traditionally, we say it needs to be supported by a tool. I want to make the case here that the real value comes when it is supported a process management platform.

Tool, platform – what’s the difference?

Here’s ten ways we can know an enterprise process management platform when we see one:

  1. It is the single source of truth. It goes beyond defining what we do and how we do it. It defines as well roles, responsibilities and accountability.
  2. It integrates processes with documents, systems, metrics and training to deliver content that is personalised, intuitive and valuable to every desktop and mobile device.
  3. It makes it easy for users to feed back improvement ideas to process owners and stakeholders, to get engaged in continuous improvement.
  4. It recognizes the need for variants and seamlessly manages them behind the scenes. It allows global processes to be designed and managed in English (for instance) but displayed to the user in their chosen language. It manages the ongoing optimization of the variants to a global process necessary to meet local requirements.
  5. It is the framework for performance management. It integrates processes with metrics and analytics. It overlays processes with metadata, hidden to most users, with analytical features and reporting that allow process stakeholders and Op Ex and Lean Sigma teams to collaborate on change. It underpins every CxO dashboard.
  6. It is the framework for change management. Recognizing that almost every proposed change has ripples, with implications for other groups across and outside of the enterprise, all business change is managed through it.
  7. It bridges the IT:Business divide. It engages business and IT in a rich ongoing dialogue.
  8. It is the enterprise QMS. It enables risks, controls and compliance to be embedded and managed within the end-to-end operational processes.
  9. It provides all this within one unified governance framework that is robust enough to meet every compliance requirement yet also automated and intuitive enough to be easy to use.
  10. It is a chameleon. It can be stand-alone, or it can invisibly and intelligently integrate with other collaboration and social platforms, and any other systems, as required.

An enterprise BPM platform of this kind provides direct line of sight between strategy and reality. It links the operating model directly with the operational processes. It reduces the risk in every business transformation, from acquisition integration to major IT programmes. It embeds a culture of continuous innovation and sustainable improvement. And the Chief Risk Officer sleeps easier at night.

The stakes are high. This is an enormously valuable prize. There’s a race on to deliver it. Exciting times.

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11 Dec 2012 Process Management And Google Maps

© Text Michael Gammage 2013