london conference - jules cross - processfix introduction

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In pursuit of Operational Excellence through

Rapid Improvement Workshops

Association of University AdministratorsUniversity College London6th December 2011

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Who we work with

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Our three focus areas

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Processes evolveSantander daily fund management process

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Processes evolveUniversity of Warwick undergraduate admissions process

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Processes evolveGoldsmiths College library shelving process

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Processes evolveGlasgow Caledonian University research support services

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Our approachIt’s not just a workshop

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The improvement journeyWhere is your starting point?

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What are the benefits?Santander daily fund management process

LEICESTER, UNITED KINGDOM - Santander Asset Management UK announced winner of the Gold Standard Award in Fund Management

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What are the benefits?University of Warwick undergraduate admissions process

LONDON, UNITED KINGDOM - University of Warwick win Times Higher Education award for outstanding admissions team 2011

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Processes evolveGoldsmiths College library shelving process

LONDON, UNITED KINGDOM – Reduced average time to shelve from 121 hours to 2 hours with no extra resource

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Processes evolveGlasgow Caledonian University research support services

Project approval to be process.igx

Sch

ool

RIE

Exe

cutiv

eF

unde

rF

inan

ce

PI Develop proposal with

RIE, Funder(s) & Dean

PI Complete ePAF

PI email ePAF to Dean

Dean approve ePAF

Dean email ePAF to RIE

Update tracker log

Check ePAF for completion and reject if necessary

Email ePAF link to

commercial manager

Place ePAF in consultancy

shared folder

Open folder on shared drive

Review contract

To include:- Contract type- Service- Price & costings- Duration- Deliverables- Resourcing- Start date

Finalise negotiations

Generate hard copies of contract

RIE sign contracts

Send contracts to Funder

Receive contract

Sign contractReturn contract

to RIE

Scan signed contract

Update tracker log

Save signed contract to

folder

Email PAF & contract to

Finance and cc PI / BDM

Receive notification

email

Review ePAF and contract

File signed contract

Open account

Save email to folder

Email notification to

PI / BDMand cc RIE

Receive email notification

Save email to folder

Email approval to commercial

manager

> Risk threshold> Cost threshold

Email ePAF to Exec

Update tracker log

Dean authorise

Research

Contracts

PI complete ePAF

Update traccker log

Submit proposal to

Funder

Review proposal

If succesful notify PI and

RIE

GLASGOW, UNITED KINGDOM – Reduced number of signatories from 7 to 2 and distance travelled by 87%

© Processfix 2011

What are the benefits?Examples across every sector

• Academic Services• Student Services• Library Services• Back office (Finance, HR, IT etc)

© Processfix 2011

Experience for yourselfProcessfix masterclass 23rd February 2012Milton KeynesRegister on-line at www.processfix.com