©copyright 2002 proact 2 proact helps it develop the migration to agility. migration plan xxxxxxxxx...
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2 ©copyright 2002 proact
Proact helps IT develop the Migration to Agility.
Migration Planxxxxxxxxxxxxxxxxxxxxxxx
Improving Services& Resource Allocation
Where Are We Today?(Baseline)
Siloed and Reactive
Business
Operations
Technology
Systems
Where Do We Want To Be?(Target)
Aligned, Responsive, and Efficient
Business
Operations Systems
Technology
AgilityAgility
IT’s Migration to Agility
3 ©copyright 2002 proact
Proact’s Solution Migrating IT from a Siloed View of Linkages and Dependencies…
Proact’s Solution Migrating IT from a Siloed View of Linkages and Dependencies…
Systems
Technology
Business
Operations
4 ©copyright 2002 proact
Proact’s Solution …to an All-inclusive Enterprise Architecture…
Proact’s Solution …to an All-inclusive Enterprise Architecture…
Systems
Technology
Business
Operations
Proact’s Holistic Framework (B.O.S.T.)
5 ©copyright 2002 proact
Proact’s Solution …that links Enterprise Functions with Services Provided.
Proact’s Solution …that links Enterprise Functions with Services Provided.
Systems
Technology
Business
Operations
Proact’s Holistic Framework (B.O.S.T.)
Warehouse Operations
Customer Order
Processing
Supply Chain Order Mgmt.
Merchandise Provision
Inventory Reporting
Services Services ProvidedProvided
6 ©copyright 2002 proact
Proact’s Solution …that links Enterprise Functions with Services Provided.
Proact’s Solution …that links Enterprise Functions with Services Provided.
Systems
Technology
Business
Operations
Proact’s Holistic Framework (B.O.S.T.)
Warehouse Operations
Customer Order
Processing
Supply Chain Order Mgmt.
Merchandise Provision
Inventory Reporting
Services Services ProvidedProvided
3.1 Supply Chain
Order Management
3.5 Warehousing3.5 Warehousing & Stocking Management& Stocking Management
4.4.2 Customer Returns
Management
4.5.5 Product Repair &
preventative Maint. Mgmt
3.7 Inventory
Management
Merchandise Provision
Receive, Pick &Pack
Store Receiving
Parts Merchandise Picking
Inventory Reconciliation
4.4.3
Customer Order
Processing
3.5.1 Warehouse Operations
Warehousing Service
Providers
Merchandise Provision
Merchandise Provision
Outsourced Services
4.1 Retail
Operations Management
3.5.2 Store
Receiving
7 ©copyright 2002 proact
Systems
Technology
Business
Operations
Proact’s Holistic Framework (B.O.S.T.)
Proact’s Solution …that links Enterprise Functions with Services Provided.
Proact’s Solution …that links Enterprise Functions with Services Provided.
3.1 Supply Chain
Order Management
3.5 Warehousing3.5 Warehousing & Stocking Management& Stocking Management
4.4.2 Customer Returns
Management
4.5.5 Product Repair &
preventative Maint. Mgmt
3.7 Inventory
Management
Merchandise Provision
Receive, Pick &Pack
Store Receiving
Parts Merchandise Picking
Inventory Reconciliation
4.4.3
Customer Order
Processing
3.5.1 Warehouse Operations
Warehousing Service
Providers
Merchandise Provision
Merchandise Provision
Outsourced Services
4.1 Retail
Operations Management
3.5.2 Store
Receiving
Sales & OrderManagement
Sales & OrderManagement
ProductionPlanning
ProductionPlanning
CustomerService
CustomerService
FinancialFinancial
ProductionExecution
& Q/A
ProductionExecution
& Q/A
Systems Family Warehouse & Logistics Service Flows
Item Master
Production OrdersMaterials Plan
Finished Goods Inventory
Production Inventory
DesignDesign
Suppliers & Components Planning & Management
Suppliers & Components Planning & Management
Supplier Agreements
Purchase Orders
Production Inventory
Suppliers & ComponentsSuppliers & Components
LegalLegalSupplier Agreements
Customer Orders
Finished Goods Inventory
Production Inventory
Customs & Clearing
Transport Requirements
Supplier Invoices
Receipt Confirmation
Production Inventory
Production Inventory
Production Orders
Warehouse &
Logistics
Warehouse &
Logistics
Production Plans/Schedules
Finished Goods InventoryMaterial Delivery Schedules
8 ©copyright 2002 proact
Systems
Technology
Business
Operations
Proact’s Holistic Framework (B.O.S.T.)
Proact’s Solution …that links Enterprise Functions with Services Provided.
Proact’s Solution …that links Enterprise Functions with Services Provided.
Sales & OrderManagement
Sales & OrderManagement
ProductionPlanning
ProductionPlanning
CustomerService
CustomerService
FinancialFinancial
ProductionExecution
& Q/A
ProductionExecution
& Q/A
Systems Family Warehouse & Logistics Service Flows
Item Master
Production OrdersMaterials Plan
Finished Goods Inventory
Production Inventory
DesignDesign
Suppliers & Components Planning & Management
Suppliers & Components Planning & Management
Supplier Agreements
Purchase Orders
Production Inventory
Suppliers & ComponentsSuppliers & Components
LegalLegalSupplier Agreements
Customer Orders
Finished Goods Inventory
Production Inventory
Customs & Clearing
Transport Requirements
Supplier Invoices
Receipt Confirmation
Production Inventory
Production Inventory
Production Orders
Warehouse &
Logistics
Warehouse &
Logistics
Production Plans/Schedules
Finished Goods InventoryMaterial Delivery Schedules
Technology LayerTechnology Layer
Application ServicesApplication Services User Productivity ToolsUser Productivity Tools
Foundational ServicesFoundational Services
User Platform ServicesUser Platform ServicesServer Platform ServicesServer Platform Services
Local Area NetworksLocal Area Networks
Metropolitan Area NetworksMetropolitan Area Networks
Enterprise Wide Area NetworkEnterprise Wide Area Network
9 ©copyright 2002 proact
Proact’s Solution Proact Business Transformation Toolkit™
Proact’s Solution Proact Business Transformation Toolkit®
Proact Methodology:
Applies an Enterprise Architecture and a Holistic Framework to align and link functions
Links the relationship between functions in terms of services provided
Uses the fundamental insights gained from Industry-specific Reference Models to develop the appropriate Migration Strategy
10 ©copyright 2002 proact
Proact’s Solution The Role of Reference Models
Proact’s Solution The Role of Reference Models
Reference models represent a complex structure of interdependent elements whose relations and properties are determined by a common functional purpose.
In medicine, Gray’s Anatomy provides an in-depth understanding of the human body’s architecture.
11 ©copyright 2002 proact
Proact’s Solution The Role of Reference Models
Proact’s Solution The Role of Reference Models
In commerce, industry-specific reference models provide anin-depth understanding of the Enterprise’s architecture.
14 ©copyright 2002 proact
(Where Do We Want to Be?)Target
Target Objective: Competitive Distance Running
Baseline(Where Are We Today?)
Current Performance
Improved Performance
Heart Rate xxxx
Pulse Rate xxxx
Lung Capacity xxxx
Aerobic xxxx
Anaerobic xxxx
Metabolic Rate xxxx
Muscle Strength xxxx
Muscle Flexibility xxxx
Measurements
Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx
Measurements
Proact’s Solution An Illustration Using Reference Models
Proact’s Solution An Illustration Using Reference Models
15 ©copyright 2002 proact
Target Objective: Competitive Distance Running
(Where Do We Want to Be?)TargetBaseline
(Where Are We Today?)
Reference Models provide the Fundamental Insight required to develop the Appropriate Migration Strategy (plan) to Accelerate the Target Objectives.
Reference(Fundamental Insight)
PlanPlanActivities
Rest xxx xxx xxx xxx xxx xxx
Stress Reduction xxx xxx xxx xxx xxx xxx
Diet xxx xxx xxx xxx xxx xxx
Stretching xxx xxx xxx xxx xxx xxx
Weight Training xxx xxx xxx xxx xxx xxx
Time Periods
Improved Performance
Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx
Measurements
Current Performance
Heart Rate xxxx
Pulse Rate xxxx
Lung Capacity xxxx
Aerobic xxxx
Anaerobic xxxx
Metabolic Rate xxxx
Muscle Strength xxxx
Muscle Flexibility xxxx
Measurements
Assessment
Proact’s Solution An Illustration Using Reference Models
(Where Do We Want to Be?)Target
PlanPlanActivities
Rest xxx xxx xxx xxx xxx xxx
Stress Reduction xxx xxx xxx xxx xxx xxx
Diet xxx xxx xxx xxx xxx xxx
Stretching xxx xxx xxx xxx xxx xxx
Weight Training xxx xxx xxx xxx xxx xxx
Time Periods
Improved Performance
Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx
Measurements
Current Performance
Heart Rate xxxx
Pulse Rate xxxx
Lung Capacity xxxx
Aerobic xxxx
Anaerobic xxxx
Metabolic Rate xxxx
Muscle Strength xxxx
Muscle Flexibility xxxx
Measurements
Assessment
16 ©copyright 2002 proact
(Where Do We Want to Be?)Target
Heart & Lungs
Legs
Baseline (Where Are We Today?)
Reference Models provide the Fundamental Insight required to develop the Appropriate Migration Strategy (plan) to Accelerate the Target Objectives.
Target Objective: Global Market Share Growth
Business
Operations
Technology
Systems
Reference(Fundamental Insight)
Business
Operations Systems
Technology
Operations Systems
Operations
Technology
Systems
Assessment
Revenue xxxx
Net Income xxxx
Assets:Liabilities xxxx
Cash xxxx
Market Share xxxx
Customer Satisfaction xxxx
Stock Price xxxx
Price:Earnings xxxx
Measurements
Improved Performance
Proact’s Solution An Illustration Using Reference Models
Migration StrategyMigration Strategyxxxxxxxxxxxxxxxxxxxxxxx
Revenue xxxx
Net Income xxxx
Assets:Liabilities xxxx
Cash xxxx
Market Share xxxx
Customer Satisfaction xxxx
Stock Price xxxx
Price:Earnings xxxx
Measurements
Current Performance
Baseline(Where Are We Today?)
Business
Operations Systems
Technology
(Where Do We Want to Be?)Target
Business
Operations
Technology
Systems
Operations Systems
Migration StrategyMigration Strategyxxxxxxxxxxxxxxxxxxxxxxx
Revenue xxxx
Net Income xxxx
Assets:Liabilities xxxx
Cash xxxx
Market Share xxxx
Customer Satisfaction xxxx
Stock Price xxxx
Price:Earnings xxxx
Measurements
Current Performance
Revenue xxxx
Net Income xxxx
Assets:Liabilities xxxx
Cash xxxx
Market Share xxxx
Customer Satisfaction xxxx
Stock Price xxxx
Price:Earnings xxxx
Measurements
Improved Performance
Assessment
Reference(Fundamental Insight)
17 ©copyright 2002 proact
Proact’s Solution Proact Business Transformation Toolkit™
Proact’s Solution Proact Business Transformation Toolkit®
Proact Modeling Tool:
Automated deployment of the Methodology to improve services and resource allocation through rapid Opportunity Assessments
Proact Methodology:
Applies an Enterprise Architecture and a Holistic Framework to align and link functions
Links the relationship between functions in terms of services provided
Uses the fundamental insights gained from Industry-specific Reference Models to develop the appropriate Migration Strategy
18 ©copyright 2002 proact
Proact’s Solution An Illustration of an Opportunity Assessment
Proact’s Solution An Illustration of an Opportunity Assessment
Business Objective: Enrich the customer’s experience.
Do it fast!
Summary of the Opportunity Assessment:
Identify and assess the functions that impact Customers
Assess the “cause and effects” through operations
systems
19 ©copyright 2002 proact
Customers
4.5.7 Financing Services
3.4 Transport
Management
3.5 Warehousing
Customer Request Management
Customer Order Management
Financial Services Delivery
Market Intelligence
4.4
Product Sales Support
Management
4.3.3 Customer
Order Processing
& Mgmt
1.2.1 Market
Strategy Development
4.6.2 Customer
Issue Management
4.2.1 Customer
Affinity Management
4.1 Customer
Sales
Customer Intelligence
Issue Resolution
Sales Proposals
Merchandise Delivery
Access To Stocked Product
2.2 Market
Segmentation Analysis
2.6 Brand & Product
Promotion
2.8 Demand Planning
Provision & Validation of Requirements
Product & Brand Marketing
Demand & Price Sensitivity
andStocking
Mngt.
Customer Experience
Brand:Complaints:Order processing:Store Inventory:
Baseline Measurements
Proact’s Solution An Illustration: Identify and Assess the Functions that Impact Customers
Proact’s Solution An Illustration: Identify and Assess the Functions that Impact Customers
3.5 Warehousing
andStocking
Mngt.
22 ©copyright 2002 proact
Customers
4.5.7
Financing Services
3.4 Transport
Management
Financial Services Delivery
Market Intelligence
Customer Request Management
Customer Order Management
1.2.1 Market
Strategy Development
4.4
Product Sales Support
Management
4.3.3 Customer
Order Processing
& Mgmt
4.6.2 Customer
Issue Management
4.2.1 Customer
Affinity Management
4.1 Customer
Sales
Customer Intelligence
Issue Resolution
Sales Proposals
Merchandise Delivery
Access To Stocked Product
2.2 Market
Segmentation Analysis
2.6 Brand & Product
Promotion
2.8 Demand Planning
Assess Functions That Impact Customers
Provision & Validation Of Requirements
Product & Brand Marketing
Demand & Price Sensitivity
3.5.2
WarehousingAnd
StockingMngt.
Baseline Measurements
Brand:Complaints:Order processing:Store Inventory:
3.5.2
Summary of Operational Steps
Source of Problem?
Trace Functions for Improvement
4.5.5 ProductRepair &
PreventiveMaint. Mngt.
3.5.2 Warehousing
And Stocking
Mngt.
4.4.3Customer
OrderProcessing.
3.1Supply ChainOrder
Management
3.5.1WarehouseOperations
3.5.2Store
Receiving
4.6.2 Customer
Issue Management
3.7Inventory
Management
Proact’s Solution An Illustration: Assess the “Cause and Effects”
Proact’s Solution An Illustration: Assess the “Cause and Effects”
23 ©copyright 2002 proact
Sales & Order Management Systems
Family
Marketing Systems Family
Product Management
Systems Family
Alliance Management
Systems Family
Strategy & Transformation Mgmt Sys Fam
Financial Systems Family
Staffing & Performance-Mgmt Sys.
Family
Legal Systems Family
Customer Service Systems Family
S-C Planning &
Mgmt Systems Family
Customer Portal
Relationship Management Systems
Family
Production Planning Systems Family
Channel Plans
Policies & Procedures
CompetitorsCompetitors' Positions
Warranty Terms & Rules
Sales Forecasts
Product Development Programs
Financial Strategies
Financial Investments & Liabilities
Accounts ReceivableCustomer Credit & Payment HistoryFinancial Budgets
Employee Performance
Customer Master
Customer Master
Customer Training Request
Customer Billings & Invoices
Installed Base of Products
Collections Status
Customer Requirements & Wants
Customer OrdersCustomer
Account Plans
Customer Contracts
Customer Orders
Proposal Win/Loss Reviews
Proposal Win/Loss Reviews
Personnel Assignments
Customer Requirements & Wants
Customer Master
Customer Portal Activity
Sales Forecasts
Trade Interests
and Concerns
Market Programs
Product Demand ForecastsProduct Rates & Prices
Customer Orders
Customer Contracts
Financial Portfolios
Customer MasterCustomer Orders
Customer Pre-OrderCustomer Account PlansCustomer Proposals
Customer Contracts
Customer Orders
Customer Orders
Product Catalog &
DescriptionsCustomer Proposals
Design Systems Family
Warehousing & Logistics
Systems Family
Transportation Mgmt Systems
Family
3.7
InventoryManagement
Sales and Order Management Systems Family
Proact’s Solution An Illustration: Assess Systems that Support Inventory Management
Proact’s Solution An Illustration: Assess Systems that Support Inventory Management
24 ©copyright 2002 proact
The Outcome Common Perspective Through Alignment
The Outcome Common Perspective Through Alignment
Business-driven, End-to-end, Alignment.
CommonPerspective