making social bpm mean business

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Sandy Kemsley l www.column2.com l @skemsley Making Social BPM Mean Business Using BPM, social tools and case management to boost productivity and worker empowerment Copyright Kemsley Design Ltd., 2011 1

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From a webinar that I presented on December 6, 2011, sponsored by Pegasystems.

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Page 1: Making Social BPM Mean Business

Sandy Kemsley l www.column2.com l @skemsley

Making Social BPM

Mean Business

Using BPM, social tools and case

management to boost productivity

and worker empowerment

Copyright Kemsley Design Ltd., 2011 1

Page 2: Making Social BPM Mean Business

Agenda

l The changing nature of work

l Dimensions of process: structured to

unstructured, controlled to social, internal

to external

l Getting started with social processes

2 Copyright Kemsley Design Ltd., 2011

Page 3: Making Social BPM Mean Business

The Extremes Of Work

Routine Work

Knowledge Work

Copyright Kemsley Design Ltd., 2011 3

Page 4: Making Social BPM Mean Business

Goals Of Work Types

Routine Work

l Efficiency

l Accuracy

l Process improvement

l Automation

l “Classic” BPM

Knowledge Work

l Flexibility

l Assist human knowledge

work

l Collect artifacts

l Adaptive Case

Management (ACM)

Copyright Kemsley Design Ltd., 2011 4

Page 5: Making Social BPM Mean Business

Characterizing The Extremes

Routine Work

l A priori process model

l Controlled participation

l Automatable, especially

with service integration,

rules and events

Knowledge Work

l No a priori model

l Collaboration on demand

l Little automation, but

guided by rules and

events

Copyright Kemsley Design Ltd., 2011 5

Page 6: Making Social BPM Mean Business

Dimensions Of Work

l Structured to unstructured

l Controlled to collaborative

l Internal to external

participation

Copyright Kemsley Design Ltd., 2011 6

Collaboration

Structure

External

Socialization

Page 7: Making Social BPM Mean Business

Structure Spectrum

Structured

• e.g., automated regulatory process

Structured with ad hoc exceptions

• e.g., financial back-office transactions

Unstructured with pre-defined fragments

• e.g., insurance claims

Unstructured

• e.g., investigations

Copyright Kemsley Design Ltd., 2011 7

Page 8: Making Social BPM Mean Business

Collaboration Spectrum

Predefined participants

• Each task in process assigned to specific roles/participants at design time or instantiation

Select from predefined set of participants

• e.g., send to colleague for assistance

Select any participants, or participant self-selection

• e.g., social production

Copyright Kemsley Design Ltd., 2011 8

Page 9: Making Social BPM Mean Business

External Socialization Spectrum

Internal only

• All tasks in process completed by internal resources

Expose status to external

• e.g., send milestone alerts to customer

Include external in process

• e.g., route task to trading partner for completion

Copyright Kemsley Design Ltd., 2011 9

Page 10: Making Social BPM Mean Business

Challenges

l Hybrid models that include all work

dimensions

l Runtime UI for defining processes and

adding participants

l Management of unstructured and

collaborative processes

l Cultural shifts required by IT, business

users and management

Copyright Kemsley Design Ltd., 2011 10

Page 11: Making Social BPM Mean Business

Getting Started With Social

l Enable inherently social tasks in existing

processes l Add social tools (process platform or 3rd party)

l Foster trust and empowerment in workers

l Identify opportunities for additional

collaboration

l Move highly collaborative processes to

social platforms

Copyright Kemsley Design Ltd., 2011 11

Page 12: Making Social BPM Mean Business

Sandy Kemsley

Kemsley Design Ltd.

email: [email protected]

blog: www.column2.com

twitter: @skemsley

12 Copyright Kemsley Design Ltd., 2011