Proven BPM Implementation Best Practices. William Brown Doug Sheeran

Transcription

1 Proven BPM Implementation Best Practices William Brown Doug Sheeran

2 Agenda So, you got buy-in for your first BPM project? General guidelines for early phase BPM projects Best Practices Scope Requirements Technical design Development Software development life cycle (SDLC) So, now what do you do after your first project? Presentation Title Date Page 2

3 General Guidelines for Starting Out Presentation Title Date Page 3

4 So, you re looking to do your first BPM project? Things to think about Picking the right first project really is about picking the right first process Scope definition Critical vs. non-critical path Internal vs. external Project size How many functional areas or stovepipes are impacted? Production vs. non-production As-is vs. To-be (the process improvement question) Presentation Title Date Page 4

5 So, you re looking to do your first BPM project? Things to think about How to prove measurable value (have you heard about that measure first thing?) What s the business case? Does it work well or does it have problems? What are current business and technical metrics? What happens when they really don t exist? Manual processes frequently lack anything more than anecdotal data Even orchestrated processes sometimes lack metrics Is the goal for the project to? improve the process prove the software and implementation processes just seemed like a good idea at the time? Define expectations up front involve key stakeholders early on Define basic metrics if none exist and instrument into your solution Monitor early implementation to determine longer term metrics Presentation Title Date Page 5

6 So, you re looking to do your first BPM project? Things to think about Technical considerations Software development life cycle (SDLC) Can the project be controlled using existing SDLC? Environments Integrations Training/skills How will the team be built? What skills will be needed to be successful? What about that SOA thing? What about that BAM thing? Presentation Title Date Page 6

7 BPM Adoption BPM Center of Excellence (COE) What is the role of a COE? Do you need to have one? How does it get staffed? Skills Do you have the right types of skills to handle BPM projects? Can you retrain existing staff or do you recruit? Managing people How does BPM fit into everyone s already busy schedule? Presentation Title Date Page 7

8 Best Practices Presentation Title Date Page 8

9 BPM Best Practices Scope Sponsorship When was the last time you spoke with the project sponsor/stakeholder? What is the right level? Corporate vs. line of business vs. departmental Determining the right size project Schedule Team size How well defined the project is Metrics Make sure metrics are identified in scope stage Remember that measure first thing? Even though you may not know them all or specifics, you probably know enough (value, success/failure) Scope creep Presentation Title Date Page 9

10 BPM Best Practices - Requirements Role of BA in requirements gathering What tools do you use? What methodologies do you use? Who gets involved in requirements definition? Level of detail Sometimes, just understanding and capturing existing process takes longer than anything else How to translate requirements into a solid functional design Do business process steps = monitored/orchestrated steps with the BPM definition? Importance of integration points Are you designing to simply replicate the process or to improve it? Where does the BPM process get displayed? Presentation Title Date Page 10

11 BPM Best Practices Measurements/KPIs Oh yes, that measure first idea What to measure? Characteristics? Early notification Automated/manual monitoring Statistical analysis and trending Actionable What not to measure? Remember, metrics here are not meant to replace existing BI tools Presentation Title Date Page 11

12 BPM Best Practices Designing an Alert Strategy What is being monitored? What are the volumes? Two mechanisms for considering alerts in design stages Fixed rule definition SLA s Deadline management Error handling Variable rule definition Targeted Untargeted Rule syntax and variable data How to train users what to do after they receive an alert You know you are in trouble when they put your alerts in the junk mail folder Presentation Title Date Page 12

13 BPM Best Practices Architecture and Technical Design What about that SOA thing? Modeling do s and don ts Over vs. under-modeling Is process changing or stable fitting model into the process Orchestrated vs. unorchestrated models and processes Role of integration in a BPM implementation Backend integration UI integration What about that scope creep thing? Presentation Title Date Page 13

14 BPM Best Practices Development/Testing Roles on the development team Integration Modeling UI development and don t forget the PM Can the PM and the BA be the same person? Speaking of UI development UI best practices and guidelines Standard best practices Internal standards Use of other development teams Importance of performance testing Scope creep, is it still around? Presentation Title Date Page 14

15 Lifecycle and Migration Presentation Title Date Page 15

16 SDLC Considerations Changes to consider for PMO Release scheduling, where does this fit? Project release Tuning/response to findings and the impact on production control Project documentation, where does it go? Business project vs. IT project Change control Process change control Measurements and alerting where did all those alerts come from? Continuous process improvement (CPI) How to apply CPI principles to BPM project DMAIC (define, measure, analyze, improve, control) Changes to project planning Presentation Title Date Page 16

17 Now that you have been successful, now how about that second project? Presentation Title Date Page 17

18 BPM Maturity - Process Center of Excellence Role change for the COE over time Change control Cultural Issues Measurements Publicizing your success Presentation Title Date Page 18

19 BPM Maturity Other Considerations Maintenance and Tuning Performance Alert strategies Driving re use Repository Process library Importance of metadata Presentation Title Date Page 19

20 Questions? Thank You!