Making Workflow Automation Personal: The Next Step in Digital Transformation - SPSNYC17
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The document outlines the importance of personalizing workflow automation as part of digital transformation, emphasizing the need for organizations to empower employees and innovate using low/no-code tools. It discusses common challenges such as resource limitations and cultural barriers, and stresses the role of user enablement, executive support, and a shift in culture towards automation and collaboration. Additionally, it highlights actionable steps for organizations to foster innovation and manage workflows effectively through the rise of citizen developers.
![Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
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![Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
appetizers
http://www.beerauthoritynyc.com](https://image.slidesharecdn.com/spsnyc17-makingworkflowspersonal-170731140508/85/Making-Workflow-Automation-Personal-The-Next-Step-in-Digital-Transformation-SPSNYC17-35-320.jpg)
Making Workflow Automation Personal: The Next Step in Digital Transformation - SPSNYC17
- 1. MAKING WORKFLOW AUTOMATION PERSONAL: THE NEXT STEP IN DIGITAL TRANSFORMATION Sharepoint Saturday NYC – July 29, 2017 Mike Oryszak - @next_connect www.mikeoryszak.com
- 3. EVALS / PRIZES Bring all items to the 6th Info Desk • Bingo Cards = how you win prizes at the end of the event. • The cards must be stamped by ALL the Sponsors by the last session (4pm) • Fill out speakers evaluations (located in the front of the rooms • Fill out the event evaluations 27 in Curved Samsung Lenovo IdeaPad Name your game bundle
- 4. THANK YOU EVENT SPONSORS We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
- 5. Beer Authority 300 W 40h St [across the street] Join us for a round of drinks & some appetizers http://www.beerauthoritynyc.com
- 6. AGENDA • Concept Overview • Low/No-Code Tools • Time For a Shift? • Making the Culture Shift • Wrap-up and Questions
- 7. CONCEPT OVERVIEW Making Workflow Personal
- 8. MY GOALS • Increase the use of workflow automation • Increase the pace of innovation • Improve employee morale and engagement
- 9. COMPANIES NEW TO WORKFLOW COMMON TRANSITION Step Three Begin developing solutions, repeat as necessary Step Two Define a project/process backlog Step One Decide on (and buy?) a tool
- 10. COMMON CHALLENGES • Most Orgs focus on complex, multi-department business processes • Processes are high ROI, but high cost from a resources and focus perspective • Incremental improvements, but platform and tool investments not fully leveraged • Average worker not engaged in helping to drive efficiency and innovation
- 11. WHY IS THAT? – LACK OF RESOURCES • Lack of trained personnel to implement workflow solutions • Complex workflows require a lot of the organization’s time, focus, and resources • These are typically long running projects • Limit to the number that can be taken on in parallel • This all leads to a deep project backlog, typically 3+ years
- 12. WHY IS THAT? - CULTURE • The process improvements tend to be incremental, and isolated with no improvement in strategic thinking or driving innovation • People who participate in the process improvements, only focus on the steps they own or manage • Understanding that in most cases IT is responsible for planning and delivering the solutions
- 13. TRADITIONAL WORKFLOW AND BPM FOCUS • Classic methodology focusing on process planning and optimization • Formal approach for increased efficiency and improved business outcomes • Associated with the common challenges previously defined • Works great for Big and Complex projects, but is too formal for personal or team based workflows
- 14. WORKFLOW & CONTENT AUTOMATION FOCUS • Emerging methodology focusing on Content, Process Automation, and Insights • Significantly less formal than BPM • Can support both structured/unstructured processes and content • Focuses on addressing integration, hand-offs, and mundane repetitive tasks -> low hanging fruit • Less formal, and a broader reach -> organization members can be empowered to automate! • Generating insights and analytics is a core component allowing for usage and trends to be analyzed • Great for individuals and teams; fast, informal, innovative!
- 15. MAKING WORKFLOW AUTOMATION PERSONAL Educate, enable, and empower the org to leverage the tools 01 Create a culture of innovation and strive to automate mundane, repetitive tasks 02 If an employee can save 30 mins per day, that equals 130 hours per year for higher value work 03
- 16. LOW/NO-CODE TOOLS Making Workflow Personal
- 17. LOW/NO-CODE TOOLS • Microsoft • SharePoint Designer • Flow: flow.Microsoft.com • Logic Apps: azure.microsoft.com/en-us/services/logic-apps • Nintex: www.nintex.com • K2: www.k2.com • Ultimus: www.ultimus.com
- 18. TIME FOR A SHIFT? Making Workflow Personal
- 19. WHY IS A SHIFT NEEDED? • There are not enough trained developers in the world to automate everything • This cannot be a problem wholly owned by central IT or IS groups • Individuals will understand their personal needs and opportunities better than anyone
- 20. OUTLOOK RULES ANALOGY • Who suffers from email overload? • Ever create an outlook email rule to route email to a particular folder? • Did you call IT to create the rule, or did you sit down and figure it out? • How much time can be saved with creating rules? • Workflow tools are no different!
- 21. WHAT ABOUT GOVERNANCE? • IT and Corporate Governance still plays a strong role • Focus should be on user enablement and using the tools • User enablement does not mean lack of governance or the rise of Shadow IT • People should not be automating complex, shared processes in isolation • People or teams should not be automating a process they do not own
- 22. WHAT ABOUT COSTS? • In environments with consumption based pricing, metrics should be monitored • Microsoft Flow • Nintex for Office 365 Subscription Packs • With Nintex, simple workflows of 5 or fewer steps do not count against subscription limits • The goal is to drive valuable innovation, and active workflows should provide ROI on license costs
- 23. MAKING THE CULTURE SHIFT Making Workflow Personal
- 24. CULTURE AND USER ENABLEMENT Get executive buy-in 01 Promote innovation and the use of tools + solutions 02 Focus on mundane and repetitive tasks 03 Iterate and experiment 04 Share their solutions, templates, and ideas 05
- 25. RISE OF THE CITIZEN DEVELOPER • With the proper enablement and controls in place, organizations can properly support Citizen Developers that can unleash innovation. • Gartner: “A citizen developer is a user who creates new business applications for consumption by others using development and runtime environments sanctioned by corporate IT…”
- 26. FORMALIZE THE SHIFT Job descriptions should include and support collaboration and innovation activities 01 Employee incentives and bonus goals could have individual and team targets 02 Publicly acknowledge and reinforce the contributions 03
- 27. KAIZEN EVENTS FOR INNOVATION QUICKSTARTS • Kaizen Events are part of Six Sigma and Lean management methodologies • Used to promote constant improvement through identifying and monitoring ongoing improvements • Key: Includes cross-functional, cross-domain participants
- 28. “OFFICE HOURS” • Some organizations will make coaches or experts available on a regular basis for collaboration and user enablement support • Unstructured Q&A • How To • Success Showcase for a template or solution
- 29. IMMEDIATE ACTION ITEMS Promote the sharing of templates and acceleratorsTemplates Provide Workflow Technology Workshops: Focus on how-toWorkshops Provide Innovation Workshops: Focus on finding opportunitiesInnovation Offer “Office Hours”“Office Hours” Define goals and find a way to measure progressGoals Communicate the advances and winsCommunicate
- 31. QUESTIONS?
- 32. RESOURCES • Book: Leading Digital • https://www.amazon.com/Leading-Digital-Technology-Business-Transformation-ebook/dp/B00NE6MG0Y • Gartner Report: Process-Centric Technologies Increase Revenue • https://info.nintex.com/CNT-GartnerReprint-Process-CentricTech-April2017_LP.html • Blog: Making Automation Personal: The Next Step in Digital Transformation • https://bandrsolutions.com/blog/2017/6/13/making-automation-personal-the-next-step-in-digital- transformation
- 33. EVALS / PRIZES Bring all items to the 6th Info Desk • Bingo Cards = how you win prizes at the end of the event. • The cards must be stamped by ALL the Sponsors by the last session (4pm) • Fill out speakers evaluations (located in the front of the rooms • Fill out the event evaluations 27 in Curved Samsung Lenovo IdeaPad Name your game bundle
- 34. THANK YOU EVENT SPONSORS We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
- 35. Beer Authority 300 W 40h St [across the street] Join us for a round of drinks & some appetizers http://www.beerauthoritynyc.com