the coca-cola company: bpm in the context of global erp (enterprise resource planning)...

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©2013 Software AG. All rights reserved. ©2013 Software AG. All rights reserved. Petra Burgstaller, BPM & Enabling Services Lead – The Coca-Cola Company October 10 th , 2013 BPM in the context of global ERP Implementations Click to add Innovation World subtitle

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Innovation World 2013 presentation Get introduced to BPM in the context of ERP, implemented globally at Coca-Cola Bottling companies using SAP® and other solutions. Business process standardization and the implementation of best-practice processes are the company's key guiding principles. Topics covered in this presentation include an overview of the Coca-Cola System and the Bottler Services Group, the BPM life cycle for Coke One (process strategy, process design, process implementation and process controlling) and an assessment of where this initiative is headed next. Speaker: Petra Burgstaller BPM & Enabling Lead, The Coca-Cola Company

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Page 1: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. ©2013 Software AG. All rights reserved.

Petra Burgstaller, BPM & Enabling Services Lead – The Coca-Cola Company October 10th, 2013

BPM in the context of global ERP Implementations Click to add Innovation World subtitle

Page 2: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Content

•  Introduction to The Coca-Cola System

•  Bottler Services Group & Coke One Introduction

•  Business Process Management in Coke One

•  Summary and Outlook

Page 3: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Our Mission: At The Coca-Cola Company we strive to refresh the world, inspire moments of optimism and happiness, create value and make a difference

Page 4: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

We  Have  the  World’s  Strongest  System  

 200+  Brands  in  

Countries  

250  Bo<ling  Partners  

23+  Outlets  

   Million  

700+  Global  System  Employees  

Thousand  

Top  10  Private  Employer  

Billion  Servings  Every  Day  1.8  

Approximately  

Page 5: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

Company-­‐Owned   &  More  to  Come!

The  World’s  Greatest  Beverage  Brands  

Page 6: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved.

Bottler Service Group & Coke One Introduction

Page 7: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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What does it look like when we get there?

Page 8: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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To be the Coca-Cola bottlers’ trusted advisor on all process, data, and IT solution needs and a value-added service provider used to accelerate local deployment efforts leveraging global best-practice capabilities

•  Focus and improve core Coke One capabilities

•  Expand Coke One adoption footprint across all geographic regions

•  Improve and optimize billable BSG services utilization

•  Sustain ongoing KO audit compliance

•  Rebuild BSG with the necessary mindset & skills for sustainable success

•  Leverage partnerships across Global IT and other functions to optimize resource skill and reach

•  Focus BSG efforts to deliver the right things, to the right bottler, at the right time, & with indisputable value

•  Freeze/discontinue non-core capabilities/support

•  Upgrade & maintain core solution components

•  Migrate infrastructure to a more cost-effective cloud-based model

•  Target non-C1 bottlers of large to upper mid-range size for further expansion

•  Build a clear value case for BSG service utilization

STRATEGY ORGANIZATION EXECUTION

Bottler Services Group Vision

Page 9: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Amatil

Australia

New Zealand

Indonesia

FEMSA TNTL Philippines

Thailand

Swire

CCCIL

Shen Mei

CCW

Japan China

CONA

USA Arca-Contal Mexico

Shanduka

South Africa

Andina

Argentina

Brazil

Chile

Hindustan

India

CCI

Turkey

CCEAG

Germany

CC Singapore

Singapore

Malaysia

CCB Malaysia

Coke One Deployment

Page 10: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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•  Plan & Integration

•  Make & Maintain

•  Warehouse & Delivery

•  Procurement

•  Market-to-Order

•  Order-to-Cash

•  FSV / CAM / MAM

•  Customer Integration

•  Mobile Solutions

•  Controlling & BPS

•  Finance & Shared Services

•  Business Controls

•  SAP Application Development

•  3rd party application integration

•  Test & Quality Management

•  EA & Landscape Management

•  Infrastructure Services

•  BPM Governance

•  Master Data Management

•  End user Training / Coke One Academy

•  Toolkit & Change Management

Bottler Services Group – Organization structure

Commercial Supply Chain Finance Template &

Solution BPM &

Enabling Services

General Manager

•  Business and master planning

•  Process & Solution integration

•  Release Management

•  Delivery Management

Planning, delivery and integration

Page 11: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Vision 2020 – Our Roadmap For Winning Together

Page 12: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Coke One provides a platform to enable 2020 Vision across our franchise system

Productivity

Profit

Partners

ü  Design and implement the most effective and efficient business system

ü  Standardize and simplify our business processes, data and IT systems

ü  Create a competitive cost advantage across the entire supply chain

ü  Build a continuous improvement and cost management culture

How

Cok

e O

ne E

nabl

es 2

020

Visi

on

ü  Operate the lowest-cost manufacturing and logistics in every market, while maintaining our quality standards

ü  Use our size and expertise to create economies of scale

ü  Think and act like an integrated global enterprise while intensifying our local focus

ü  Win at the point of sale

ü  Increase people’s system knowledge and cross-system movement

ü  Ensure that our products are always the “gold standards” for quality

ü  Create competitive advantage by fulfilling our Live Positively commitments

People, Portfolio,

Planet 2020 Vision Extracts

Page 13: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved.

BPM – Business Process Management in Coke One

Page 14: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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FINANCE SUPPLY CHAIN COMMERCIAL

Focus Areas

1.  Organize / cleanse documentation

2.  Establish integrated BPM Process, Data, solution model

3.  Enhance/leverage bottler business scenarios

4.  Update Coke One methodology, roles and responsibilities

5.  Develop Education & Training Model

ARIS

Coke One Tools

UPK

Coke One Portal (SharePoint)

SharePoint

Master Data Management

Documentation Methodology

Improve quality, access, and usability of core capabilities required to enable and accelerate the build, deployment and sustainability of

the Coke One solution.

BPM in Bottler Services Group

Page 15: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Process strategy

BPM in our Coke One SDLC

Design

Planning & Continuous improvement

Build & Test

•  BPM governance: BPM strategy, roles, processes

•  BPM Service offering •  Distribution procedures

global rollout management

•  Process Design Document (PDD) – a mandatory deliverable in Coke One SDLC

•  Release cycle management •  Quality assurance procedures •  Business publishing

•  Solution build based on process design

•  Synchronization with SAP SolMan •  Test case creation based on process

(report) •  Integration tests based on E2E

process definition

•  PMM: Process maturity model assessment

•  Scope definition via UPM (Process list)

Coke One

Bottler I Bottler II Bottler III

Test

Continuous improvement

Requirements Analysis

Page 16: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Process Structure & Levels

Standards, Conventions, Handbook, Guidelines

Tools

Procedures

Roles

Responsibilities

Committee

BPM Approach & Standards

BPM Governance

Structure Standardized

Processes, Data, & Solutions

Determine BPMDetermine BPMservice offerings service offerings

& processes& processes

SpecifySpecifyarchitecturalarchitecturalstandards &standards &guidelinesguidelines

DefineDefineimplementationimplementation

planplan

Define BPMDefine BPMroles &roles &

responsibilitiesresponsibilities

DesignDesign

<

Evaluate BPMEvaluate BPMmaturitymaturity

Identify relevantIdentify relevantstakeholdersstakeholders

DefineDefineproject scopeproject scope

and planand plan

Stipulate BPMStipulate BPMrequirementsrequirements

Determine BPMDetermine BPMvalue propositionvalue proposition

StrategyStrategy

Define BPMDefine BPMuse cases &use cases &approachesapproaches

CommunicateCommunicateBPM value &BPM value &

offeringsofferings

DistributeDistributeBPM tools &BPM tools &knowknow--howhow

ConductConductprojects In BPMprojects In BPM

use casesuse cases

ImplementImplementprocess governanceprocess governance

modelmodel

ImplementationImplementation

Monitor Monitor BPM adaptationBPM adaptation

successsuccess

Monitor BPMMonitor BPMskill developmentskill development

MonitorMonitorprojectproject

performanceperformance

ControllingControlling

MonitorMonitorBPMBPM

compliancecompliance

Identify andIdentify andmanagemanage

improvementsimprovements

BPM Governance in Coke One

Page 17: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Process of Process Changes

Identify if rationalized requirements / demands have impact on process design:

•  Change to existing

processes • New processes required

BPM Lead PSL (or assigned team member)

PSLs Modeler

Supported by ARIS Release Cycle Management

Bottler Review

PDD  -­‐  ProcessDesign  Doccompletion

Process  designin  ARIS

Standards  &Method  Check

Content  review&  approval

Publication  ofnew  Coke  OneModel  Release

Page 18: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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The Coke One Model – We have built …

~1080 processes including 80 variants on 4 levels of detail

125 Risk objects with 57

automated + 449 manual controls

and their relation to processes

51 KPI / 152 Process performance measures

(PPMs) and their relation to Value drivers

~350 Business roles maintained

and linked to process steps

~900 SAP transaction codes linked to process

steps and 8 Coke One NON SAP application systems

Embedded process and measure assessment

tools (PMM)

Page 19: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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…an asset with Value

Coke One Model

Employee enablement, knowledge

transfer Source of testing, training and user documentation

Compliance: risk and control

management Eases mergers, acquisitions and restructurings -

process standardization

Efficient preparation for implementation

and release upgrades

Enables the efficient use of shared services

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Page 20: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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A published process is better....

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Page 21: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Synchronization SAP relevant E2E business scenarios

and respective processes transferred to SAP Solution Manager

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PDDs (Process Design Documents)

PSLs document & update Coke One processes (L4) and define E2E business scenarios as sequences of these processes via PDDs

BTCs (Business process Test Cases)

Upload of at least one BTC per L4 process to be tested

Coke One R3.0 (ARIS database)

Scale_TMP (Type: Template project)

Test Project R3.0 (Type: Implementation project)

Automatic creation of test plans and test packages from BTCs assigned to L4

process and the sequence of E2E business scenarios

Test plans & -packages

Design Phase

Test Phase

Test Case Repository

Process design work supports testing

Page 22: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Localization of Coke One – Distribution Concept

Coke One

Bottler I Bottler II Bottler III

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Bottler localizations are done in own Bottler copy of Coke One •  Simultaneous modifications

–  Modify Bottler processes and solution according to local requirements

–  Further develop Coke One process and data standards template

•  Comparison & update –  Compare versions of Coke One

template –  Compare Coke One template with

Bottler database (upon request) –  Update Bottler database with new

template processes (upon request)

Page 23: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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•  Standardized process driven documentation of the Coke One Template functionality

•  For one area / capability within a stream or cross stream (typically a Level 2 or 3)

•  Growing with each Release, updated after template is designed and built •  Generated based on structures and information in ARIS including screen

shots from SAP or other supportive concept graphics •  Stored in ARIS as ready to read documents •  Possibility to self-generate on Business Publisher

•  Solution Guide does NOT include … •  requirements or future ideas •  documentation about standard SAP functionality •  technical documentation or configuration •  training for end user

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Solution Guide – a process driven product description

Page 24: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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BPM community – leverage the size of our system

Page 25: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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BPM community – Where chatting is a good thing!

Page 26: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved.

Summary and outlook

Page 27: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Summary – Where are we now on our BPM journey

Bottler Service Group going through a transformation – BPM will support this transformation and continue to accelerate build, deployment and sustainability of high quality Coke One solution through best practice process, tools, and methodologies

–  BPM continues to be one of the building blocks of Coke One methodology –  With the Coke One Model and the Process Maturity Assessment Model we

have built an asset that is recognized within the Coca-Cola System –  Bottler Services Group is recognized as the BPM service delivery partner

in regards to both method and process expertise –  We have professionalized our BPM training capabilities with the set up of

the Coke One Academy –  We started to establish a BPM community within the Coca-Cola system,

where we are seen as a thought leader

Page 28: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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...and where do we need to get better •  We have built great assets in regards to BPM tools some of which

however only starting to be (re)used now or are still hardly used Value analysis & restructure BPM service offering

•  Practice what you preach! – Internal process documentation and

internal process ownership SDLC review

•  BPM is a great selling point in the initial engagement phase with the bottler, but when actual deployment activities start great BPM localization plans often seem to be thrown over board

BPM service offering review; collaboration with deployment partners; define mandatory deployment deliverables

Page 29: The Coca-Cola Company: BPM in the Context of Global ERP (Enterprise Resource Planning) Implementations

©2013 Software AG. All rights reserved. For internal use only

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Questions