7 secrets to rapidly automating processes through forms ......• sharepoint, but we don’t… •...
TRANSCRIPT
7 Secrets to Rapidly Automating Processes Through Forms and Workflow
Viji | MoenYale | MoenDave | Cooper TireLance, Beth | Clear Process SolutionsJustin & Mark
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 2
Quick Poll
• How many brushies winners are joining us today?
• Raise your hand if you currently have Foundation?
• Can we understand what processes you’ve automated with Foundation?
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 3
Rapid Workflow Intros Lance Yoder and Beth Johnson - Moderators
Since CPS created CER in March
2014 (featured in SAPinsider),
Moen has used a hybrid-staffing
model with SolutionCARE to
launch Foundation for processes
like…
Since engaging with team CPS last
October, rapidly used Foundation to
launch Planning Materials and
Finished goods, and are rapidly
automating Inner Liners, and customer creation providing…
Since January 1 2014, CPS has
become the largest and fastest
growing Winshuttle Foundation full
service VAR providing renewals,
licenses, services and
SolutionCARE to customer around the globe
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 4
7 Secrets to Rapidly Automating Processes Through Forms and Workflow
Vision / Value Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
“The Platform of Winshuttle Foundation is globally process rich and powerful.”
“What’s often missed is that what surrounds it is culturally tough and why we exist”
Say Mark Orzen, CEO at CPS
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 5
Vision / Value Planning
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support / Best
Practices
• Who and What is driving Workflow?
• But Many Processes outside SAP!
• Is the CIO involved, what about Workflow
Standards and SAP Workflow?
• Why not use ABAP, .NET or?
• What's the ROI?
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 6
Infrastructure
• SharePoint, but we don’t…
• Office 365 Cloud is our…
• Can you make this easy for us?
• What about ongoing SharePoint support, speed, upgrades?
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 7
Process Priorities
• Target high value / high ROI
• Plan for phases
• Lock your designVision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 8
Socializing Change
• Change is Tough! Involve IT, Execs and Townhalls!
• Avoid Shadow IT – communicate often through SolutionCARE
• Drive WIFM for employees
• Leverage Monthly WebTips, Leanutopia process sessions, and engage in local HUG Chapter meetings
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 9
Systems Integration
• No one just runs SAP
• Use out-of-the-box
• Extend when needed
• Test frequently
• It’s all possible!
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 10
Staffing Process
• Internal / External or Hybrid Staffed?
• Staff the team with right Expertise for each initiative -SAP, Form Workflow, IT, testing – SolutionCARE when stuck
• Project Management / Constant Communications
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 11
Continuous Support / Best Practices
• Composer methods / Workflow standards
• SharePoint
• Plug-Ins
• Staffing and training
• WebTips
• Knowledgebase
• Staff Aug
• SolutionCARE
Vision / Value
Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support /
Best Practices
“Always two there are, no more, no less. A
master and an apprentice.”
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 12
Clear Process Solutions – Thanks You
Lance, Beth, Justin, Elisa and Mark at WUG.
512 East Washington
Chagrin Falls, OH 44022
Leverage CPS’s Desktop Studio to Foundation ½ day Planning Service
“Make the Complex Simple”
Vision / Value Planning
Infrastructure
Process Priorities
Socializing Change
Systems integration
Staffing Process
Continuous Support / Best
Practices
Processes
Change and
Improve
Continuously