Digitalize your processes in 2020
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The document outlines a webinar focused on digitalizing processes in 2020, covering topics such as process definitions, best practices, and case studies from various industries including healthcare and banking. It emphasizes the importance of business process management and case management, illustrating the need for adaptability and integration in process improvement efforts. Key recommendations include investing in preliminary phases of project development and leveraging collaborative approaches to enhance efficiency and quality in process automation.
Digitalize your processes in 2020
- 1. WEBINAR DIGITALIZE YOUR PROCESSES IN 2020 29/10/2020 1
- 2. AGENDA I. Introduction II. Concepts and definitions III. The reality, seen from the field IV. Some good practices from experience 2
- 4. PROCESS PILOTS CLUB … 4 … IN SOME WORDS Annual Meetings Process Maturity Model Process Management Guide Monthly Plenaries Key Process Evaluation Repository Books, magazines, papers, … Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 6. What does the term Process Digitalization mean to you? CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 6 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 7. From a few sentences exchanged or heard ...… CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 7 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 8. ... to concepts, offers and stakeholders CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 8 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 9. Towards a new approach of Process Digitalization ... … according to the trilogy Process / Data / Interfaces Process Data Interfaces CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 9 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 10. Illustrative case in healthcare : Focus Process Process Data Interfaces CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 10 Bonitasoft / C2P – Digitaliser ses Processus en 2020 avec le Club des Pilotes de Processus – 27/10/2020 Health
- 11. Illustrative case in Bank & Insurance : Focus Data Process Data Interfaces CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 11 Bank & Insurance Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 12. Illustrative case in manufacturing : Focus Interfaces Process Data Interfaces CONCEPTS AND DEFINITIONS WHY TALK ABOUT PROCESS TODAY ? 12 Industry Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 13. THE REALITY, SEEN FROM THE FIELD 13
- 14. To have an overview of the structuring processes of the organization ... Documentary workflow Workflow form Business workflow ... as well as their interactions ... Users, actors and pilots Business applications Sources of information ... to optimize and automate them as much as possible in order to bring additional value to the organization by improving its performance, productivity and quality of service to the customer 14 THE REALITY, SEEN FROM THE FIELD BUSINESS PROCESS MANAGEMENT – WORKFLOW ORIENTED APPROACH Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 15. THE REALITY, SEEN FROM THE FIELD 15 CASE MANAGEMENT – CASES ORIENTED PRINCIPLES Accountability of the actors Taking care and dealing with cases ... ... with a great autonomy until their closing Contingency Management Allow status change ... ... at any time without a predetermined path Adaptation to the context Execute rules and activities ... ... depending on the case to be delt with ACTORS DATA TASKS SECURITY MANAGEMENT EVENTS DASHBOARDS PROCESSES Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 16. THE REALITY, SEEN FROM THE FIELD 16 « BPM / PROCESSUS » AND « CM / CASE MANAGEMENT » APPROACHES From CASE MANAGEMENT … « Data Centric » approach … to BUSINESS PROCESS MANAGEMENT « Process Centric » approach … according to Two distinct approaches ... ... sharing common elements Case Management Data Centric Business Process Management Process Centric Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 17. THE REALITY, SEEN FROM THE FIELD 17 BUSINESS PROCESS MANAGEMENT – BPMN NOTATION The OMG (UML, CMMN, ...) has specified the Business Process Management in the "Business Process Model Notation" (BPMN) BPMN describes the concepts of Business Process Management and the rules for modeling processes in a logic of standardization The current version 2.0 of this standard was published in December 2013 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 18. THE REALITY, SEEN FROM THE FIELD 18 CASE MANAGEMENT – CMMN NOTATION The OMG (UML, BPMN, ...) has specified Case Management in the “Case Management Model Notation” (CMMN) The CMMN describes the concepts of Case Management as well as the rules for modeling cases in a logic of standardization The final version 1.1 of this standard was published in December 2016 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 19. THE REALITY, SEEN FROM THE FIELD 19 TOWARDS PLATFORM CONVERGENCE BPCM A centralized repository Associates data, documents and comments of the process steps ... ... according to a Business Centric approach Adaptive processes From the BPMN structured approach ... ... to a more flexible approach The dynamic management of the actors Filters and profiles ... ... bringing a dynamic logic A generic application A user interface ... ... based on a flexible and scalable portal architecture Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 20. THE REALITY, SEEN FROM THE FIELD 20 INTERACTIONS, PROCESS AND AGILITY AUTOMATION PERFORMANCE PROCESS MODELING SATISFACTION Agility (Digitalization, re-engineering opportunities, constraints, ...) User experience (Journey, satisfaction, …) 3 STRATEGIC CHALLENGES Improve operational excellence (Continuous Improvement Loop) Knowledge User experience Risk and performance management Optimization Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 21. THE REALITY, SEEN FROM THE FIELD 21 FROM BPM / BUSINESS PROCESS MANAGEMENT TO IPA / INTELLIGENT PROCESS AUTOMATION From BPM / Business Process Management et CM / Case Management … … to IPA / Intelligent Process Automation : Workflow, Business Process Automation Artificial Intelligence Robotic Process Automation Application Integration, API Management Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 22. SOME GOOD PRACTICES FROM EXPERIENCE 22
- 23. SOME GOOD PRACTICES FROM EXPERIENCE 23 KEYS TO SUCCESS Processes digitalization according to a specific approach aiming at : Give careful attention to the preliminary phases (Kickoff and Design) to assure a solid foundation for acceleration and development Favour direct interventions, particularly during the scoping and design phases by providing a study and project scoping workshop (following the kick-off) and a functional design workshop Leverage an iterative mode of operation during the development phase in order to produce intermediate versions and avoid the tunnel effect Share intermediate versions with Key Users at the end of each iteration for validation in a consensus mode Involve the best available skills in BPM / RPA / AI in order to ensure optimal quality of achievements Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 24. SOME GOOD PRACTICES FROM EXPERIENCE 24 AN APPROACH WITH TOOLS : PROCESS MATURITY MODEL (C2PMM) Maturity Model of Process Pilots Club (C2PMM) Fill in the provided questionnaire Interpret the results according to the Observatory's analyses Elaborate strategies to take action Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 25. SOME GOOD PRACTICES FROM EXPERIENCE 25 AN APPROACH WITH TOOLS : KEY PROCESS EVALUATION REPOSITORY (KPE) Key Process Evaluation Repository (KPE) Focusing on a key or strategic process and identifying key areas for improvement Benefit from external and expert insight and benchmark against other similar processes Integrate, raise awareness and enhance the value of the actors in the process Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club
- 26. THANK YOU FOR YOUR ATTENTION 26 Bruno CITTI – bcitti@club-pilotesdeprocessus.org Nicolas RIGAUD – nicolas.rigaud@bonitasoft.com