Workflow/Business Process Management & System Development Life Cycle:

Transcription

1 Workflow/Business Process Management & System Development Life Cycle: For International Legal Technology Association August 24, 2006 Peter Ferr Director, Information Technology, Michael Best & Friedrich, LLP. Tim Gardiner Director Legal Vertical, Metastorm, Inc. Dan Safran - EVP, Project Leadership Associates, Inc. Moderator

2 Panel Goals Business process management (BPM) Workflow System development life cycle (SDLC) Terms are thrown around everywhere we turn. What do they really mean for a legal IT organization? Can you bring them into your firm to add value and efficiency to your technology teams? Once you've gotten buy-in, how do you quantify the value and ensure that you're not just adding more work for your staff without a visible return on effort? 8/24/2006 2

3 Panel perspectives: CIO Top workflow product vendor Business consultant Go through the workflow process to help you get firm management to recognize, realize and capitalize on the value of a planned approach. 8/24/2006 3

4 Agenda What is it? Why should I care? How does it apply to my firm? How do you do it? How do you justify the efforts? How do you quantify once implemented? Pitfalls? 8/24/2006 4

5 What is it? Clients Lawyers Advisors Finance HR IT Process Gaps Vendors Financial DMS CRM Conflicts AD Office SharePoint SQL Data Integration Layer 8/24/2006 5

6 Why should I care? Business-Specific Benefits from BPM IT-Specific Benefits from BPM Change Bus Processes in Enterprise Software Without IT Intervention 28% Cost-effective Integration of Internal Applications 41% Monitor Personnel & Process Performance Manage Exceptions in Automated Processes visualize, simulate, & test Business Processes Auto Repetitive Tasks & Accelerate Process Cycles 24% 17% 15% 13% Accelerate Deployment of new applications Reduce TCO of Existing Applications Integration of Application outside the Firewall Add State to Stateless Applications Other 16% 11% 10% 10% 8% Other 2% Ability to reuse software code 4% % Source: Delphi 2005 % 8/24/2006 6

7 Why should I care? 75% of firms will have invested in BPM within next 3 years Over 80% of firms have expectations of positive ROI from BPM (i.e. either generating profits or at least netting out with expenses) Timing of BPM Investment 40% 34% Financial Role for BPM Cost Centre 19% % % 10% 6% Cost-Neutral 42% 5 1% 0 < 6 Months 7-12 Months 2-3 Years 4-5 Years >5 Years Never Profit Centre 39% Source: Delphi /24/2006 7

8 How does it apply to my firm? Make things happen faster Offer visibility Data Input Automate/improve repeated processes Prospect Identification Financial Review Conflicts Checking New Business Intake/Conflicts HR - Personnel on boarding/change form routing Other Systems Records Conflicts Resolution Finance - Writedowns processes General requests Marketing 2 nd Stage Review 8/24/2006 8

9 Slide 8 A1 Author, 4/16/2006

10 How do you do it? Adopt an SDLC Opportunity Opportunity Assessment Assessment Target Target Environment Environment Conceptual Conceptual Design Design Detailed Detailed Design Design Development Development and and Testing Testing Deployment Deployment Evolution Evolution 8/24/2006 9

11 Slide 9 A2 Author, 4/16/2006

12 How do you do it? Get executive sponsorship Plan project Measure benchmarks Map As is Map Should be Design flows Design routings/approvals triggers Design form layouts Prototype 8/24/

13 Slide 10 A3 Author, 4/16/2006

14 How do you justify? Michael Best View Plan Big, Start Small Set & Manage Expectations Establish Best Practices Revise & Refine Create Experts Training & Communication Build on existing work 8/24/

15 Slide 11 A4 Author, 4/16/2006

16 How do you quantify? Examples 8/24/

17 Slide 12 A5 Author, 4/16/2006

18 Pitfalls Align to culture Focus on biggest benefits Develop success metrics and measure them Gain (and keep) senior Firm management involvement and support Pay attention to change management Focus on training Phase the implementation approach Don t underestimate amount of effort 8/24/

19 Slide 13 A6 Author, 4/16/2006

20 Panel Questions? 8/24/

21 Panel Contact Information Peter Ferr Director, Information Technology, Michael Best & Friedrich, LLP. Tim Gardiner Director Legal Vertical, Metastorm, Inc. Dan Safran - EVP, Project Leadership Associates, Inc. Moderator dsafran@projectleadership.net 8/24/