london conference - jules cross - processfix introduction
TRANSCRIPT
© Processfix 2011
In pursuit of Operational Excellence through
Rapid Improvement Workshops
Association of University AdministratorsUniversity College London6th December 2011
© Processfix 2011
Who we work with
© Processfix 2011
Our three focus areas
© Processfix 2011
Processes evolveSantander daily fund management process
© Processfix 2011
Processes evolveUniversity of Warwick undergraduate admissions process
© Processfix 2011
Processes evolveGoldsmiths College library shelving process
© Processfix 2011
Processes evolveGlasgow Caledonian University research support services
© Processfix 2011
Our approachIt’s not just a workshop
© Processfix 2011
The improvement journeyWhere is your starting point?
© Processfix 2011
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
© Processfix 2011
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
© Processfix 2011
Processes evolveGoldsmiths College library shelving process
LONDON, UNITED KINGDOM – Reduced average time to shelve from 121 hours to 2 hours with no extra resource
© Processfix 2011
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
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