mid_03_pragmatica_innovations_service_model (prism)-conference-2015-04-09

PrISM™

Pragmatica Innovations Service Model

Revised 29 March 2015

Delivering pragmatic solutions for a changing world...

o PrISM improves your Back Office services. (Finance, Admin, etc..) with extensibility to your products and projects.

o PrISM is a model.o The model is implemented in the Physical and

Digital business workspace.

Pragmatica Innovations Service Model

04/17/23 2Delivering pragmatic solutions for a changing world...

o Business Operations and Back Office must grow together.

o There is no map to the back office. It is difficult to know “what is this?”, “where does this go?” and “where can I find” information in both the Physical and Digital business workspace.

o Information is maintained in forms and files that do not share information. Manual entry, reporting and review is slow.

o Technology alone is not the answer. Technology is a tool to enable the solution resident in your model – if you have one.

Why PrISM?


PrISM Core Service Structure


Human Resource

Human Requisition

Organization

Training

Human Movement

Human Management

Human Monitoring

PrISM

Compliance

Legal

Contract

Policy

Security

Accounting

Sales

Tax

Banking

System Inventory

System Maintenance

System Monitoring

Communication

Brand Management

Marketing

Advertising

Affiliation

Business Development

Opportunity Management

Initiative

Strategic Intelligence

R

Safety

Environment

Compliance Management

Administration Support

Real Property

Relationship Management

Emergency Management

Business Execution

Profit Sharing

Financial Management

System Requisition

System Management

System Movement

Strategy Management

Public Affairs

Communication Management

Administration

Finance

System Resource

Strategy

o PrISM is built on physical and digital elements. These are Physical Folders.

PrISM Physical Elements


o On the digital side, PrISM has websites for each Core Service and related Projects and Production.

PrISM Digital Elements


o 7 Back Office Core Service Areas colored for quick and easy identification.

Color and PrISM


Example - Human Resource Office


Libraries

Lists

Discussions

Example - PrISM Human Resource Site


Horizontal Navigation

Bar (Explore Services)

Quick Launch

Navigation (Explore

Site)

Libraries

Lists

Discussions

PrISM is Organization and Order – Same Name, Same Color


PrISMDigital Storage

Cloud

USBMini

Drives

Hard Drives

PrISMPhysical Storage

Folders

Filing CabinetsFiling Sleeves

PrISMDigital Work Products

Outlook

SharePoint

Templates

PrISMPhysical Work Products

Labels

Notes

Folders

PrintedTemplates

PrISMDigital Storage

Cloud

Security – Role, Access, Permissions, Communications


PrISMPhysical Storage

Folders

Filing CabinetsFiling Sleeves

PrISM DigitalSecurity And PermissionsRoles

PermissionsAccess

• Read• Edit• Create• Approve

• Executive• Employee• Contractor• Viewer

Security• Encryption• COOP• Backup

PrISM PhysicalSecurity And PermissionsRoles

PermissionsAccess

• All

• Key HolderSecurity

• Locks• Copies

• Key Holder • Authentication• Password• Role/Permission• Group• Individual

COOP

Backup

Digital Environment

has Increased Security

Digital Environment has Multiple

Duplicate Locations

Digital Environment has Secure Socket Layer (SSL)

Communications

PrISM Permissions Model


Tier III

Tier II

Tier I

Human Resource Administration Finance StrategyCommunicationCompliance System Resource

Compliance Human Resource Administration Finance StrategyCommunicationSystem Resource

Compliance Human Resource Administration Finance StrategyCommunicationSystem Resource

Strategy OwnerF

ContractorC

Strategy VisitorR

Strategy Member

C

ExecutiveC

EmployeeC

Strategy

ExecutiveC

EmployeeC

ExecutiveC

CommunicationSystem ReourceFinanceAdministrationHuman ResourceCompliance

Tier IIStrategy Owner

F

Tier IIStrategy Visitor

R

Tier IIStrategy Member

C


F


R


C

Inhe

rited

per

mis

sion

s

IndividualD


F


R


C

Inhe

rited

per

mis

sion

s


F


R


C

Inhe

rited

per

mis

sion

s


F


R


C

Inhe

rited

per

mis

sion

s


F


R


C

Inhe

rited

per

mis

sion

s


F


R


C

Inhe

rited

per

mis

sion

s


F


R


C

Inhe

rited

per

mis

sion

s

Tier IICompliance Owner

F

Tier IICompliance Visitor

R

Tier IICompliance

Member

C

Compliance Owner

F

Compliance Visitor

R

Compliance Member

C

IndividualD

Tier IIHR Owner

F

Tier IIHR Visitor

R

Tier IIHR Member

C

HR Owner

F

HR Visitor

R

HR Member

C

Tier IIAdmin Owner

F

Tier IIAdmin Visitor

R

Tier IIAdmin Member

C

Admin Owner

F

Admin Visitor

R

Admin Member

C

Tier IIFinance Owner

F

Tier IIFinance Visitor

R

Tier IIFinance Member

C

Finance Owner

F

Finance Visitor

R

Finance Member

C

Tier IISR Owner

F

Tier IISR Visitor

R

Tier IISR Member

C

SR Owner

F

SR Visitor

R

SR Member

C

Tier IICommunication

Owner

F


Visitor

R


Member

C

Communication Owner

F

Communication Visitor

R

Communication Member

C

IndividualD

Tier 0

ContractorC

ExecutiveC

EmployeeC

These Groups have access across ALL service

areas

Individuals are assigned to groups as required for

access to services

Individuals are also assigned to groups as required for

overall access

Individuals are assigned to groups as required for

service areas

These Groups have access across ALL service

areas

Business Optimization


Mal

ting

Milling

Starch Source

steeped

7͞green malt 8͞

Steeping Germination Kilning

created

Steeping

Steeping VatMalting or

Germination Floor

Kiln, Malting

Germination Kilning Milling

Milling

Malt

Enterprise Maturity Method


Mal

ting

Milling

Starch Source

steeped

7͞green malt 8͞

Steeping Germination Kilning

created

Steeping

Steeping VatMalting or

Germination Floor

Kiln, Malting

Germination Kilning Milling

Milling

Malt

Service Model - Compliance


Compliance services manage how the company functions within the constraints of its legal, safety, environment and security boundaries defined through its policy.

Compliance

LegalContractPolicy

Internal Policy

External Policy Agreement Business

EntityLicensure CertificateContract Management

Compliance Reference

Compliance Research

Security

Physical Security

Cyber Security

Safety Environment

Facility Safety Natural EnvironmentWork Safety Social

EnvironmentWeather

Safety

Patent

Physical Environment

Information Security

Compliance Liaison

Compliance Management

Compliance Analytics

Compliance Development

Service Model – Human Resource


Human resource services employ, organize, monitor, train and manage personnel.

Human Resource

Human Requisition

Human Requirement

Talent Management

Organization

Contractor EmployeeCandidate Assessment

Training Human Movement

Travel Management

Human Location

Human Management

Training Operations

Training Production

Human Monitoring

Work Journal

Human Reference

Human Research

EmploymentRecruitment

Human Transition

Employee Assessment

Human Liaison

Contractor Assessment

Service Model - Administration


Administration enables management and execution of the company's property, emergency, relationship and support services.

Administration

Administration Support

Real Property

Administration Reference

Facility Management

Grounds Management

Administration Research

Miscellaneous Support

Technology Support

Partner Relations

Relationship Management

Vendor Relations

Customer Relations

Employee Relations

Emergency Management

Communication Emergency

Fire Emergency

Natural Disaster

CBRNE Emergency

Business Execution

Executive Liaison

Business Optimization

EnterpriseManagement

Business Analytics

Real Property Acquisition

Criminal Emergency

Shipping and Handling

Office Supply Management

Service Model - Finance


Finance services maintain all general statements of company monetary position and manage banking, accounting, sales, taxes and profit sharing.

Finance

Accounting

Accounting Expense

Sales Order

Sales

Sales Quote

Tax

Federal Tax State Tax Local Tax

Banking

Accounting System

Bank Account

Investor Profit Sharing

Sales Analysis

Sales Tax

Finance Reference

Finance Research

Credit

Investment

Loan Cash Management

Profit Sharing

Employee Profit Sharing

Financial Management

Financial Liaison

Financial Budget

Payroll

Charity

Service Model – System Resource


System resource services manage requirements, configuration, maintenance and inventory of equipment and tools.

System Resource

System Inventory

System Maintenance

System Requisition

System Management

Non-Capital Asset

System Movement

Capital Asset

Corrective Maintenance

Preventive Maintenance

Shipping Management

System Requirement

System Acquisition

System Monitoring

System Journal

SystemAssessment

Requirement Assessment

System Reference

System ResearchSystem

Location

System Deployment

System Liaison

System Configuration

System Transition

Service Model - Communication


Communication services market, brand, advertise, and promote products while establishing and maintaining public relationships.

Communication

Brand ManagementMarketing Advertising

Licensing Brand Identity

Brand Development SponsorshipMarketing

DevelopmentMarketing

Implementation Promotion Conference

Affiliation

Technical Affiliation

Business Affiliation

Social Affiliation

Charitable Affiliation

Communication Reference

Communication Research

Public Affairs

Press Release Communication DevelopmentMedia Center Company

HistoryCommunication

Liaison

Advertising Development

Marketing Analytics

Communication Management

Communication Assessment

Customer Retention

Advertising Delivery

Service Model - Strategy


Strategy services address the overall direction of the company with regard to its resources, processes, and products.

Business Development

Opportunity Management

Strategy

Initiative

Partnership Opportunity

Internal Business Development

External Business Development

Strategic Intelligence

Competitive Intel

Operational Intel

Strategy Reference

Strategy Research

Internal Initiative

External Initiative

Contract Opportunity

M&A Opportunity

Strategy Management

Strategy Development

Strategy Assessment

Strategy Liaison

Sales Opportunity

Exploratory Intel

Projects


The projects service area provides a collaborative interface between the core PrISM service areas and the direct support of project elements.

PROJECTS

Project Management

Project Execution

Project Assessment

Project Liaison

Production


The production service area provides the mechanism to manage the creation of a product or service.

PRODUCTION

Service Production

Service Execution

Service AssessmentService Liaison

Product Production

Product Execution

Product AssessmentProduct Liaison

PrISM Account Levels


1

2

3

4

5

Full Spectrum

SharePoint hosted (low-end), some templates, folder samples, thumb drive samples

Introductory

Entry

Mid-Tier

High-End

SharePoint hosted (low-end), all templates, folder samples, thumb drive samples

SharePoint hosted (low-end), process assessment, all templates, some Office integration, all folders, most physical media, data analysis/migration

SharePoint hosted (high-end), end-to-end assessment, Office integration, all templates, all physical media

SharePoint Dedicated, end-to-end assessment, all templates, customized Office Integration,hard drive, cloud backup

Go FULLGo FULLSpectrumSpectrum

Today!Today!

o PrISM Enterpriseo Hosted PrISM in the Cloudo Your physical back office mirrored in the cloudo SharePoint 2010 with extensive structureo Data transfer, backup and hosting

o PrISM Liteo Operating system file storageo File management ordered and organized

o PrISM business templateso Time logs, expense sheets, etc.o Regulatory and compliance documents

PrISM Solutions


o Process capture, documentation and optimizationo Document conversion (digitization, extraction,

transformation & loading)o Training and education

o Collaborationo Workflowo Document Managemento Information and Data Management

PrISM Services


o Business Dashboardingo Compliance Certificationo Competitive Benchmarkingo Analysis and Strategyo Business Optimizationo PrISM Tuningo Information Securityo Enterprise Resource Planningo Record Managemento Back Office Outsourcingo Enterprise Maturity Management

PrISM Services


mid_03_pragmatica_innovations_service_model (prism)-conference-2015-04-09

Documents

o prism

pragmatic solutions

prism digital elements

changing world

prism physical elements

prism permissions model

prism core service structure

security digital environment