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“Business Process in a Process Wilderness” Stan Julien Co Founder Triaster USA Email: [email protected] Mobile: +1-206-412-2717 Web: www.Triaster.com

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Page 2: usiness Process in a Process Wilderness” - ASQ Seattle › sites › default › files › American... · Why do they operate without investing in business processes? •Culture

2

The Triaster US Team

Christine Anderson

VP, Service Delivery

Triaster USA

Email: [email protected]

Mobile: +1-206-200-2231

Web: www.Triaster.com

Stan Julien

Co Founder

Triaster USA

Email: [email protected]

Mobile: +1-206-412-2717

Web: www.Triaster.com

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What Does Triaster USA do today?

1. Sole US Distributor for Triaster Process Library intellectual property • Selling direct to end-customer• Licensing through reseller and sub-distributor partners• Related Technical Services

• Deployment, training, onboarding enablement services.

• Hosting in US Azure cloud.

2. Consultative professional services• BPM specialty services

• Process Improvement, LEAN, 6-Sigma, etc.

• Process Author Training

• Traditional services**• PM, BI, BA, dev, etc.

• Sell direct but fulfill through/with partners

3. Managed Services• Curated, managed enterprise process library: bundled offering

incl. optional outsourced BPM services• Multi-year simple product hosting

Recent Greater-Seattle services engagements:▪ Alaska Airways▪ Flow Technologies▪ Redmond City Council ( case study)

**New: this is currently aspirational, one of the desired outcomes from a partnership

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4

+

Better Together

U.S. Software Distributor U.S. Authorized ResellerStrategic Services Partner

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Business Transformation

•Moving to the cloud

•Mobility

•Mergers and acquisitions

•IPO

Change Management

•Business Process Governance

•Adoption Planning/mgmt

•Role/RACI analysis

•Execution workflow

•Education & training

•SLA definitions

IT Systems Planning

•Map Systems to Processes

•Aligned Business Process and Systems Roadmaps

•Quality BRD, EPICs

•Business-aligned IT Investment Planning & ROI

Process Management & Optimization

•Business Architecture

•Strategic business process

•LEAN/6-Sigma initiatives

•High-level process design & documentation

•Process Instrumentation, BI and analytics

Experience/Journey Mapping

•Employee Experience

•Customer Experience

•Complex Web Site Flows

•Touchpoint Analysis

•Experience Improvement

Compliance

•FAA

•ISO Standards

•HR & Employment Law

•SOX

•HIPAA

•FASB Revenue Recognition

Top Customer Challenges We Address…

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Agenda

• How do (some) large, global companies survive and thrive without investing in business processes?

• More importantly, why do they operate that way?

• How to manage-through such cultural challenges• No silver bullets … just what worked for me

• Some Dos and Don’ts

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How do (some) large, global companies survive and thrive without investing in business processes?

• They DO invest in business processes – they just don’t call it that:• Systems-driven processes

• Project driven band-aid improvement

• Tribal knowledge processes

• Hidden investment –• Lots and lots of procedures and instructions docs from lots and lots of different groups

• Heavily curated intranet repositories (expensive, slow to adapt)

• … they just don’t manage them with the BPM rigor we think of.• Process Libraries

• Governance and change management

• 6-Sigma, DMAIC, LEAN

Page 8: usiness Process in a Process Wilderness” - ASQ Seattle › sites › default › files › American... · Why do they operate without investing in business processes? •Culture

Why do they operate without investing in business processes?

• Culture• Government, Engineering, Manufacturing, etc.• Advertising, Entertainment, Sales & Marketing, etc.

• Because they don’t understand the value of business process management

• Business change time cycles• Too immediate• Too transient

• Because people move on quickly• They are not in role long enough to be accountable• They don’t want to invest “for the benefit of the next guy”

• Because they can! (mostly)• Throw enough money and people at it.

Page 9: usiness Process in a Process Wilderness” - ASQ Seattle › sites › default › files › American... · Why do they operate without investing in business processes? •Culture

Maturity Evolution at Microsoft

2002 Strategic BusinessTransformation

2007IT Product Management

2008 Marketing Automation

2009 Strategic BusinessTransformation

2009 Retail Store Launch

2012 Licensing Operations

2017 Global Security

No Tools Authoring Tools Online Process Library

Permanent Proc. ManagersProject Initiatives

Culture Shift

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Example 1: Strategic Salesforce Re-engineering

• Creation of new Sales Segment: “Corporate Accounts”• New VP

• ~ 10K Smaller Enterprise customers

• ~90K larger SMB customers

• Thousands of heads, Hundreds of millions budget

• Approved in Feb 2010, to be landed July 2010!

• Video – [2009, no laughing!]

Page 11: usiness Process in a Process Wilderness” - ASQ Seattle › sites › default › files › American... · Why do they operate without investing in business processes? •Culture

EPG

CAM

CTM

SMB

500 Accts

786 Accts

Corporate Account Managed

Corporate Territory Managed

Our Corporate Accounts charter is to enable

every Corporate Business to realize their full

potential with Microsoft and its partners while

driving customer satisfaction, revenue and

competitive share.

Corporate Account FY11 Outlook

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Example 2: Breakthrough Improvement (Marketing Automation)

• Mid-Market Relationship Marketing Program• Automated series of customer touches to stimulate license

renewal• Integrating email, web, d-mail, phone • Marcoms triggered by work-back from license expiry date• $Multi-billion business activity

• Classic As-Is, To-Be design comparison and business case• $8M Investment ($5m in IT)

• Revealed the opportunity cost of data quality issues• Spending >$15M/year cleaning customer data defects • … but with no reference to the business value of the data

• Spawned a major new initiative on business-driven, just-in-time data cleansing to optimize the IT data cleansing budget

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My Microsoft learnings (Results will vary in other cultures)

Do…• Sell by Stealth

• Do first, ask for approval later• Use process library live during exec briefings and reviews• Showcase the analysis/reports rather than the flows and

diagrams

• Make it easy for stakeholders (process owners and SMEs) to participate

• Lead the discovery informally and one-on-one• Capturing in Excel can be less intimidating• Turn results around quickly

• Win the end-user audience and the management will come around

• Put the processes on-line where they are easily too get to, easy to navigate, and easy to use

• Collaborate with them. Seek and incorporate feedback.• Give recognition (in mgmt. reviews, award nominations, etc)

• Make it useful and actionable, not academic• Integrate all document, systems, policies, templates, videos

• Highlight the work and results, not the platform and tools

Don’t…• Don’t Use any BPM jargon

• “Business Process” and “As-is, To-be” are the limit

• 6-Sigma, DMAIC, LEAN, are a kiss of death!

• Never email Visio files!!!• They won’t open them and they won’t thank you for it.

• Email links to library instead

• Avoid/Defer major investment• Start small, grow through success

• Take a cloud subscription

• Avoid IT !!• Don’t trigger a platform and technology evaluation

• Structure as pure business effort with vendor services

• Don’t cut-and-paste library processes into PPT• Link to them live

“I though 6- Sigma was a college fraternity”

“I don’t want 6-Sigma. Give me 2-Sigma”

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Discussion?Cocktails?

Dinner?

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Case Study: Redmond City Councilhttps://425business.com/a-lean-machine/