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Ignite the Spark!
                                How to Stop Talking and Start quot;Doingquot; BPM
                                                          Today



                             Overview

                             Getting started on any project isn’t easy, especially if it’s new
                             to you: how many times have you procrastinated on a home
                             renovation project because you didn’t have the right tools, or
                             weren’t quite sure how to get started? Business Process
                             Management (BPM) projects are no different, but like that
                             home renovation, it’s not that hard to get started with
                             something simple that still has a major impact.


                             In this paper, we’ll look at the barriers to getting started with
                             BPM, and how to break through those barriers to start your
                             BPM project sooner. The intended audience includes:


                                •   Business owners or analysts who are interested in
                                    deploying a process application, but are waiting for IT
                                    to approve the tools to get started, gather requirements
© 2007 Kemsley Design Ltd.          or clear their project backlog.
 www.kemsleydesign.com
    www.column2.com
                                •   IT professionals or strategists who already know that
       Page 1 of 8
                                    BPM technologies can do so much more than workflow
                                    and are itching to provide organizational value but
                                    can’t convince the business of success, gather usable
                                    requirements, or find an owner and budget.
Don’t Wait for IT

                             A main barrier to getting started with BPM is that the
                             business area is waiting for the IT department to kick things
                             off and provide them with both the tools and the expertise.
                             Since BPM is such a business-focused endeavour, that’s
                             unlikely to happen without a strong push from the business
                             side.


                             The business knows the business processes, but more
                             importantly, the business lives with the pain points within
                             those processes every day. Who better, then, to start looking
                             at how BPM can address those pain points? It’s time to put
                             the “business” back in “BPM”, and drive the process modeling
                             efforts from the business side of the organization.


                             The key contribution that the business area can make to get
                             started on a BPM project is to start modeling those processes,
                             but it’s important to use a process modeling tool that
                             provides structure, helps create best practices in modeling,
                             enforces the use of standards such as the Business Process
                             Modeling Notation (BPMN), and provides process simulation
                             and other analysis functionality. Don’t wait for IT to provide
                             you with the right tool, just find a good one and start
© 2007 Kemsley Design Ltd.   modeling – the benefits of early modeling will far outweigh
 www.kemsleydesign.com
    www.column2.com          any costs to convert to a new modeling tool later on.

       Page 2 of 8
                             It’s important to recognize that process modeling, even when
                             done in the business area, still requires analysis skills and
                             some lightweight technology knowledge. Identifying the right
business people to do the job is critical to creating an
                             accurate model of your business.


                             No Budget? No Problem!

                             A second common barrier to getting started is the lack of
                             high-level commitment – and therefore lack of a budget – to
                             take on a BPM initiative. This often occurs when upper
                             management isn’t convinced of the value of BPM, or hasn’t
                             even heard of BPM.


                             It doesn’t necessarily take a lot of money to get started,
                             however: if you can spare the time of the business people to
                             do the modeling, there are a number of inexpensive
                             downloadable and software-as-a-service process modeling
                             tools that don’t require IT’s involvement to get started. For
                             example, Savvion’s Process Modeler can be downloaded and
                             installed on your desktop at no cost (visit
                             www.savvion.com/startnow), yet provides an easy-to-use
                             process modeling environment that includes process
                             simulation and other analysis tools.


                             This new generation of inexpensive process modeling tools
                             has a low learning curve to allow you to get started quickly
                             without external training or consulting, yet provide the
© 2007 Kemsley Design Ltd.
 www.kemsleydesign.com       structure and support that you need to create best practices
    www.column2.com
                             in modeling. Furthermore, if used in conjunction with that
       Page 3 of 8
                             vendor’s BPM suite, you will have already created the
                             specification for the working application that will be deployed
                             into production. This helps avoid any “lost in translation”
                             issues – like those that occur when using a standalone
diagramming tool like Visio – where the requirements have to
                             be interpreted before design time.


                             Keep It Simple

                             The third main barrier to getting started with BPM projects is
                             getting stuck in “analysis paralysis”, trying to figure out
                             which business processes to examine, and to what depth. It’s
                             natural to want to tackle all of your problem processes
                             simultaneously, but that’s not realistic, especially if you’re
                             trying to do this on a shoestring budget and in a short
                             timeframe.


                             The key here is to select a high-value process where you can
                             expect to see a positive return on investment (ROI) from BPM,
                             but carve out a manageable piece of it for your initial efforts.
                             Pick a real customer-facing process, not an internal
                             administrative process: success with such a process is what’s
                             going to capture the executive-level attention that you need to
                             get the budget and sponsorship for the implementation
                             phases of the project. These solutions can be built and
                             deployed rapidly, in as little as 90 days, so a quick win can
                             help build momentum for future BPM projects down the line.


                             It’s also important to control scope creep, a major cause of
© 2007 Kemsley Design Ltd.
 www.kemsleydesign.com       analysis paralysis: learn to say “no” when someone wants to
    www.column2.com
                             add in just one more part of the overall business process to
       Page 4 of 8
                             your first modeling project. Many people are concerned that
                             they’re only going to get one shot at BPM, and have to do it
                             all at once, but today’s agile BPM tools allow business
                             processes to be extended and modified easily. You don’t need
to do it all at once when you have the right tools for
                             incremental process improvement. Show that first success,
                             then build on it.


                             Remember, the key is to select a subset of your business
                             process where you can demonstrate business value from
                             BPM, not to solve everyone’s process problems in the first
                             implementation. That will come in time once you build a
                             repeatable process improvement engine.


                             Benefits of Process Modeling

                             Embarking on a process modeling project can provide a
                             number of benefits, even before the processes are
                             implemented in a BPM system:


                                •   Introspection breeds change. The very act of examining
                                    your business processes will inspire new thinking
                                    about how they can be improved; you’ll almost
                                    certainly find immediate improvements that can be
                                    made to the manual processes, as well as modifications
                                    that can be enabled by process automation. You
                                    cannot hope to improve a process unless you articulate
                                    it first and see what you’re dealing with.

© 2007 Kemsley Design Ltd.
 www.kemsleydesign.com          •   Involvement reduces resistance to change. By driving
    www.column2.com
                                    the process modeling efforts from the business side,
       Page 5 of 8
                                    the business tends to take ownership of the new
                                    processes, and more readily embrace the changes that
                                    will occur when the processes are automated. Opening
                                    up the early process discovery and modeling phases to
anyone who wants to contribute, rather than use a
                                    small, predefined team– a social networking technique
                                    called “crowdsourcing” – further encourages ownership
                                    across the organization, as well as capturing knowledge
                                    about the business processes that is buried in those
                                    individuals’ daily routines.


                                •   Early exposure to process modeling tools demystifies
                                    BPM tools and techniques, making it less threatening
                                    to the business people whose day-to-day operations will
                                    be most affected by BPM.


                             We Have a Process Model – Now What?

                             You’ve followed the above advice, grabbed a free process
                             modeling tool and modeled your first business process, but
                             that’s not the end of the road.


                             First and foremost, process models are used as input to ROI
                             calculations in order to create a business case for a full BPM
                             implementation. You’ll be able to highlight improvements to
                             the process that will occur when the process is automated,
                             and also demonstrate how management will have greater
                             visibility into the business processes. This solves key
                             common business challenges: knowing where a deal is in the
© 2007 Kemsley Design Ltd.
 www.kemsleydesign.com       closure cycle, where a customer’s order is during the
    www.column2.com
                             fulfillment process, or understanding where a critical new
       Page 6 of 8
                             customer might be stuck in the account set-up process.
                             Furthermore, you’ll be able to show how a high level of
                             participation from the business side fosters ownership, and
how the new generation of process modeling tools allows for
                             greater process agility.


                             You can also use the process models to get IT onside with the
                             project: if the business side is taking responsibility for
                             creating and maintaining the process models, there’s less
                             work for them, better mutual understanding of requirements
                             due to speaking a common language, and a shorter time to
                             getting your first process up and running.


                             Getting from a process model to a working prototype will take
                             some work, however. First, your modeling tool must integrate
                             with a process execution environment if the business side is
                             going to maintain control over the process models on an
                             ongoing basis – this just doesn’t work if you have a one-time-
                             only export from your modeling environment to the execution
                             environment. Secondly, business and IT will have to work
                             together to attach the correct services in the organization’s
                             service-oriented architecture (SOA) layer at certain points in
                             the business process. The key to implementation success,
                             like modeling success, is to keep it simple: keep
                             customization of the system to a minimum, and concentrate
                             on getting something simple working within 90 days.
                             However, don’t forget essential tools like analytics –

© 2007 Kemsley Design Ltd.   dashboards, reports and simulation – since they provide
 www.kemsleydesign.com
                             visibility into the process and a springboard for process
    www.column2.com
                             optimization.
       Page 7 of 8
Summary

                             In this paper, we’ve covered some of the main barriers to
                             getting started with BPM, and some ways to overcome these
                             barriers. The solutions range from encouraging business-
                             driven process modeling, to using low-cost yet fully-
                             functional modeling tools, to selecting a high-value yet well-
                             bounded process to get kicked off at process modeling.


                             We saw that just the act of business process modeling can
                             yield its own benefits, and that heavy involvement of business
                             people demystifies the technology and reduces resistance to
                             process innovation.


                             Lastly, we looked at some of the steps necessary to move from
                             process modeling to a working prototype.


                             Now it’s up to you: download that process modeler and get
                             started!




                             About the Author


                             Sandy Kemsley is an independent analyst, systems architect and
© 2007 Kemsley Design Ltd.   blogger specializing in business process management. She
 www.kemsleydesign.com       performs engagements for both end-user organizations and BPM
    www.column2.com          vendors across North America, and writes the popular “Column 2”
                             blog at www.column2.com. She also creates and delivers BPM and
       Page 8 of 8           related training courses.

                             This white paper is sponsored by Savvion www.savvion.com

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Bpmspark

  • 1. Ignite the Spark! How to Stop Talking and Start quot;Doingquot; BPM Today Overview Getting started on any project isn’t easy, especially if it’s new to you: how many times have you procrastinated on a home renovation project because you didn’t have the right tools, or weren’t quite sure how to get started? Business Process Management (BPM) projects are no different, but like that home renovation, it’s not that hard to get started with something simple that still has a major impact. In this paper, we’ll look at the barriers to getting started with BPM, and how to break through those barriers to start your BPM project sooner. The intended audience includes: • Business owners or analysts who are interested in deploying a process application, but are waiting for IT to approve the tools to get started, gather requirements © 2007 Kemsley Design Ltd. or clear their project backlog. www.kemsleydesign.com www.column2.com • IT professionals or strategists who already know that Page 1 of 8 BPM technologies can do so much more than workflow and are itching to provide organizational value but can’t convince the business of success, gather usable requirements, or find an owner and budget.
  • 2. Don’t Wait for IT A main barrier to getting started with BPM is that the business area is waiting for the IT department to kick things off and provide them with both the tools and the expertise. Since BPM is such a business-focused endeavour, that’s unlikely to happen without a strong push from the business side. The business knows the business processes, but more importantly, the business lives with the pain points within those processes every day. Who better, then, to start looking at how BPM can address those pain points? It’s time to put the “business” back in “BPM”, and drive the process modeling efforts from the business side of the organization. The key contribution that the business area can make to get started on a BPM project is to start modeling those processes, but it’s important to use a process modeling tool that provides structure, helps create best practices in modeling, enforces the use of standards such as the Business Process Modeling Notation (BPMN), and provides process simulation and other analysis functionality. Don’t wait for IT to provide you with the right tool, just find a good one and start © 2007 Kemsley Design Ltd. modeling – the benefits of early modeling will far outweigh www.kemsleydesign.com www.column2.com any costs to convert to a new modeling tool later on. Page 2 of 8 It’s important to recognize that process modeling, even when done in the business area, still requires analysis skills and some lightweight technology knowledge. Identifying the right
  • 3. business people to do the job is critical to creating an accurate model of your business. No Budget? No Problem! A second common barrier to getting started is the lack of high-level commitment – and therefore lack of a budget – to take on a BPM initiative. This often occurs when upper management isn’t convinced of the value of BPM, or hasn’t even heard of BPM. It doesn’t necessarily take a lot of money to get started, however: if you can spare the time of the business people to do the modeling, there are a number of inexpensive downloadable and software-as-a-service process modeling tools that don’t require IT’s involvement to get started. For example, Savvion’s Process Modeler can be downloaded and installed on your desktop at no cost (visit www.savvion.com/startnow), yet provides an easy-to-use process modeling environment that includes process simulation and other analysis tools. This new generation of inexpensive process modeling tools has a low learning curve to allow you to get started quickly without external training or consulting, yet provide the © 2007 Kemsley Design Ltd. www.kemsleydesign.com structure and support that you need to create best practices www.column2.com in modeling. Furthermore, if used in conjunction with that Page 3 of 8 vendor’s BPM suite, you will have already created the specification for the working application that will be deployed into production. This helps avoid any “lost in translation” issues – like those that occur when using a standalone
  • 4. diagramming tool like Visio – where the requirements have to be interpreted before design time. Keep It Simple The third main barrier to getting started with BPM projects is getting stuck in “analysis paralysis”, trying to figure out which business processes to examine, and to what depth. It’s natural to want to tackle all of your problem processes simultaneously, but that’s not realistic, especially if you’re trying to do this on a shoestring budget and in a short timeframe. The key here is to select a high-value process where you can expect to see a positive return on investment (ROI) from BPM, but carve out a manageable piece of it for your initial efforts. Pick a real customer-facing process, not an internal administrative process: success with such a process is what’s going to capture the executive-level attention that you need to get the budget and sponsorship for the implementation phases of the project. These solutions can be built and deployed rapidly, in as little as 90 days, so a quick win can help build momentum for future BPM projects down the line. It’s also important to control scope creep, a major cause of © 2007 Kemsley Design Ltd. www.kemsleydesign.com analysis paralysis: learn to say “no” when someone wants to www.column2.com add in just one more part of the overall business process to Page 4 of 8 your first modeling project. Many people are concerned that they’re only going to get one shot at BPM, and have to do it all at once, but today’s agile BPM tools allow business processes to be extended and modified easily. You don’t need
  • 5. to do it all at once when you have the right tools for incremental process improvement. Show that first success, then build on it. Remember, the key is to select a subset of your business process where you can demonstrate business value from BPM, not to solve everyone’s process problems in the first implementation. That will come in time once you build a repeatable process improvement engine. Benefits of Process Modeling Embarking on a process modeling project can provide a number of benefits, even before the processes are implemented in a BPM system: • Introspection breeds change. The very act of examining your business processes will inspire new thinking about how they can be improved; you’ll almost certainly find immediate improvements that can be made to the manual processes, as well as modifications that can be enabled by process automation. You cannot hope to improve a process unless you articulate it first and see what you’re dealing with. © 2007 Kemsley Design Ltd. www.kemsleydesign.com • Involvement reduces resistance to change. By driving www.column2.com the process modeling efforts from the business side, Page 5 of 8 the business tends to take ownership of the new processes, and more readily embrace the changes that will occur when the processes are automated. Opening up the early process discovery and modeling phases to
  • 6. anyone who wants to contribute, rather than use a small, predefined team– a social networking technique called “crowdsourcing” – further encourages ownership across the organization, as well as capturing knowledge about the business processes that is buried in those individuals’ daily routines. • Early exposure to process modeling tools demystifies BPM tools and techniques, making it less threatening to the business people whose day-to-day operations will be most affected by BPM. We Have a Process Model – Now What? You’ve followed the above advice, grabbed a free process modeling tool and modeled your first business process, but that’s not the end of the road. First and foremost, process models are used as input to ROI calculations in order to create a business case for a full BPM implementation. You’ll be able to highlight improvements to the process that will occur when the process is automated, and also demonstrate how management will have greater visibility into the business processes. This solves key common business challenges: knowing where a deal is in the © 2007 Kemsley Design Ltd. www.kemsleydesign.com closure cycle, where a customer’s order is during the www.column2.com fulfillment process, or understanding where a critical new Page 6 of 8 customer might be stuck in the account set-up process. Furthermore, you’ll be able to show how a high level of participation from the business side fosters ownership, and
  • 7. how the new generation of process modeling tools allows for greater process agility. You can also use the process models to get IT onside with the project: if the business side is taking responsibility for creating and maintaining the process models, there’s less work for them, better mutual understanding of requirements due to speaking a common language, and a shorter time to getting your first process up and running. Getting from a process model to a working prototype will take some work, however. First, your modeling tool must integrate with a process execution environment if the business side is going to maintain control over the process models on an ongoing basis – this just doesn’t work if you have a one-time- only export from your modeling environment to the execution environment. Secondly, business and IT will have to work together to attach the correct services in the organization’s service-oriented architecture (SOA) layer at certain points in the business process. The key to implementation success, like modeling success, is to keep it simple: keep customization of the system to a minimum, and concentrate on getting something simple working within 90 days. However, don’t forget essential tools like analytics – © 2007 Kemsley Design Ltd. dashboards, reports and simulation – since they provide www.kemsleydesign.com visibility into the process and a springboard for process www.column2.com optimization. Page 7 of 8
  • 8. Summary In this paper, we’ve covered some of the main barriers to getting started with BPM, and some ways to overcome these barriers. The solutions range from encouraging business- driven process modeling, to using low-cost yet fully- functional modeling tools, to selecting a high-value yet well- bounded process to get kicked off at process modeling. We saw that just the act of business process modeling can yield its own benefits, and that heavy involvement of business people demystifies the technology and reduces resistance to process innovation. Lastly, we looked at some of the steps necessary to move from process modeling to a working prototype. Now it’s up to you: download that process modeler and get started! About the Author Sandy Kemsley is an independent analyst, systems architect and © 2007 Kemsley Design Ltd. blogger specializing in business process management. She www.kemsleydesign.com performs engagements for both end-user organizations and BPM www.column2.com vendors across North America, and writes the popular “Column 2” blog at www.column2.com. She also creates and delivers BPM and Page 8 of 8 related training courses. This white paper is sponsored by Savvion www.savvion.com