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OpenText Confidential. ©2020 All Rights Reserved. 1
Modeling your Business Processes to
New Ways of Working
Aug 5th, 2020 | Jacqueline Probe & Pierre Cahorn
Contact: igc_sales@opentext.com
OpenText Confidential. ©2020 All Rights Reserved. 2
• Why Business
Process
Modeling
• Business Agility
Use Case
• Demonstration
• Q&A
Today’s Team
Pierre Cahorn
Portfolio Solutions
Consultant
Doug Stewart
Sr. Dir. Sales Support
Jacqueline Probe
Portfolio Solutions
Consultant
Contact: igc_sales@opentext.com
OpenText Confidential. ©2020 All Rights Reserved. 3
Scott E. Page, Harvard Business Review,
Why “Many-Model Thinkers” Make Better Decisions
In head-to-head competitions between people who
use models and people who don’t, the former win,
and typically do so by large margins.”
OpenText Confidential. ©2020 All Rights Reserved. 4
A process is a series of steps and decisions
with an objective and desired end result.
Process mapping is about documenting in a
visual manner how processes actually work.
Business process management is the study,
identification, modification and monitoring of
business processes.
OpenText Confidential. ©2020 All Rights Reserved. 5
Business Growth
Business Improvement
Business Consolidation
Regulatory Compliance
Business Process Improvement
OpenText Confidential. ©2020 All Rights Reserved. 6
Benefits of Modelling
Improve
• Improve Business Agility
Enable
• Enable Business Transformation
Enhance
• Enhance Customer Experiences
Optimize
• Optimize Service Delivery
Consolidate
• Consolidate Business Operations
OpenText Confidential. ©2020 All Rights Reserved. 7
What is
ProVision?
• Modelling tool
• Robust and easy to use
• Capture multiple layers
• Enterprise view
OpenText Confidential. ©2020 All Rights Reserved. 8
How it comes together
Goals, Strategies & Metrics
Physical Infrastructure
Organizations & People
Process Interaction
Applications, Content, Code
Service & Data
Technical Infrastructure
CAPTURE
SIMULATE
IDENTIFY
OpenText Confidential. ©2020 All Rights Reserved. 9
Business Agility – Increase Production
Use Case
OpenText Confidential. ©2020 All Rights Reserved. 10
Leadership directive – increase production
From: Carrie Smith <carriesmith@innovate.com>
Sent: Wednesday, March 18, 2020 7:20 AM
To: Analyst Team <analyst@innovate.com>
Subject: Change Request - Production Scheduling
Team, our executive leadership has determined that
we need to increase capacity to meet the increased
demand of our hand sanitizer in the market.
Please provided your analysis on adding a shift to
the production as it relates effected resources,
costs and timing.
Kind Regards,
Carrie Smith
Director, Production Operations
Innovate Corp
OpenText Confidential. ©2020 All Rights Reserved. 11
How do organizations
support business agility?
OpenText Confidential. ©2020 All Rights Reserved. 12
Implement Change / Change Request
Change
Control
Request
Analysis of
resources,
timing & costs
Review
Cycle Negative
Results
Implement
Change
OpenText Confidential. ©2020 All Rights Reserved. 13
Simulation, Analysis &
Collaboration
• Optimize Processes
• Reduce operational costs
• Assess organizational impact
• Simulate impact of changes on costs,
resources & time to execute
• Map processes, especially cross functional
ones, consistently
• Access Reports & Dashboards
• Publish and maintain SOP
OpenText Confidential. ©2020 All Rights Reserved. 14
Demonstration
OpenText Confidential. ©2020 All Rights Reserved. 15
Reporting, Analytics, Dashboards
Total Cost
Total
Resource Cost
Assembly
Worker
Current 31,488.12$ 15,823.55$ 3,253.50$
Target 36,735.63$ 17,774.36$ 4,338.00$
(1,950.81)$ (1,084.50)$
Current Resource Costs
Assembly Worker Credit & A/R Clerk Fork Lift
Loading Dock Order Entry Clerk Order Entry System
Order Manager Packager Quality Inspector
Sales Rep Shipping Clerk Supervisor
Target Resource Costs
Assembly Worker Credit & A/R Clerk Fork Lift
Loading Dock Order Entry Clerk Order Entry System
Order Manager Packager Quality Inspector
Sales Rep Shipping Clerk Supervisor
Cost Occurs Total Cost Total Direct Cost Total Indirect Cost Rent - Floorspace Total Resource Cost Assembly Worker
Credit & A/R
Clerk Fork Lift
Loading
Dock
Fill Order 10000 31,488.12$ 7,422.80$ 8,241.76$ 8,241.77$ 15,823.55$ 3,253.50$ 2,115.00$ 73.57$ 183.91$
Component Vendors 73.57$ -$ -$ 73.57$ 73.57$
3.5.4.1.5 Ship Components 9640 73.57$ -$ -$ 73.57$ 73.57$
Field Operations 14,007.01$ -$ 8,241.76$ 8,241.77$ 5,765.25$ 183.91$
3.5.4.1.1 Complete Order 10000 1,333.33$ -$ -$ 1,333.33$
3.5.4.1.2 Submit Order 8460 3,525.00$ -$ -$ 3,525.00$
3.5.4.1.7 Ship Product 9640 9,148.68$ -$ 8,241.76$ 8,241.77$ 906.91$ 183.91$
Finance 2,115.00$ -$ -$ 2,115.00$ 2,115.00$
3.5.4.1.3 Approve Credit 8460 2,115.00$ -$ -$ 2,115.00$ 2,115.00$
Order Entry System 13.24$ -$ -$ 13.24$
3.5.4.1.4 Schedule Order 9640 13.24$ -$ -$ 13.24$
Production 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$
3.5.4.1.6 Build Product 9640 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$
3.5.4.1.6.1 Schedule Production 9640 964.00$ -$ -$ 964.00$
3.5.4.1.6.2 Supply Components 9640 -$ -$ -$ -$
3.5.4.1.6.3 Assemble Order 9640 12,869.30$ 6,458.80$ -$ 6,410.50$ 3,253.50$
3.5.4.1.6.3.1 Select Specifications 9640 2,410.00$ 964.00$ -$ 1,446.00$
3.5.4.1.6.3.2 Assemble Components 9640 7,302.30$ 5,494.80$ -$ 1,807.50$ 1,084.50$
3.5.4.1.6.3.3 Test Assembly 9880 988.00$ -$ -$ 988.00$
3.5.4.1.6.3.4 Repair Assembly 240 2,169.00$ -$ -$ 2,169.00$ 2,169.00$
3.5.4.1.6.4 Package Product 9640 1,446.00$ 964.00$ -$ 482.00$
Current
Cost Occurs Total Cost Total Direct Cost Total Indirect Cost Rent - Floorspace Total Resource Cost Assembly Worker
Credit & A/R
Clerk Fork Lift
Loading
Dock
Fill Order 10000 31,488.12$ 7,422.80$ 8,241.76$ 8,241.77$ 15,823.55$ 3,253.50$ 2,115.00$ 73.57$ 183.91$
Component Vendors 73.57$ -$ -$ 73.57$ 73.57$
3.5.4.1.5 Ship Components 9640 73.57$ -$ -$ 73.57$ 73.57$
Field Operations 14,007.01$ -$ 8,241.76$ 8,241.77$ 5,765.25$ 183.91$
3.5.4.1.1 Complete Order 10000 1,333.33$ -$ -$ 1,333.33$
3.5.4.1.2 Submit Order 8460 3,525.00$ -$ -$ 3,525.00$
3.5.4.1.7 Ship Product 9640 9,148.68$ -$ 8,241.76$ 8,241.77$ 906.91$ 183.91$
Finance 2,115.00$ -$ -$ 2,115.00$ 2,115.00$
3.5.4.1.3 Approve Credit 8460 2,115.00$ -$ -$ 2,115.00$ 2,115.00$
Order Entry System 13.24$ -$ -$ 13.24$
3.5.4.1.4 Schedule Order 9640 13.24$ -$ -$ 13.24$
Production 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$
3.5.4.1.6 Build Product 9640 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$
3.5.4.1.6.1 Schedule Production 9640 964.00$ -$ -$ 964.00$
3.5.4.1.6.2 Supply Components 9640 -$ -$ -$ -$
3.5.4.1.6.3 Assemble Order 9640 12,869.30$ 6,458.80$ -$ 6,410.50$ 3,253.50$
3.5.4.1.6.3.1 Select Specifications 9640 2,410.00$ 964.00$ -$ 1,446.00$
3.5.4.1.6.3.2 Assemble Components 9640 7,302.30$ 5,494.80$ -$ 1,807.50$ 1,084.50$
3.5.4.1.6.3.3 Test Assembly 9880 988.00$ -$ -$ 988.00$
3.5.4.1.6.3.4 Repair Assembly 240 2,169.00$ -$ -$ 2,169.00$ 2,169.00$
3.5.4.1.6.4 Package Product 9640 1,446.00$ 964.00$ -$ 482.00$
Target
OpenText Confidential. ©2020 All Rights Reserved. 16
Implementation Simulation / Project Change
Change
Control
Request
ProVision
Analyst
Review Cycle Positive
Results
Production
OpenText Confidential. ©2020 All Rights Reserved. 17
Process Modeling
for Business Agility
• Ease of Use
• Governance & Lifecycle
• Reporting, Simulation &
Analytics
• Lower TCO
OpenText Confidential. ©2020 All Rights Reserved. 18
Q&A
Contact: igc_sales@opentext.com

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OpenText Live: Modeling your business processes to new ways of working

  • 1. OpenText Confidential. ©2020 All Rights Reserved. 1 Modeling your Business Processes to New Ways of Working Aug 5th, 2020 | Jacqueline Probe & Pierre Cahorn Contact: igc_sales@opentext.com
  • 2. OpenText Confidential. ©2020 All Rights Reserved. 2 • Why Business Process Modeling • Business Agility Use Case • Demonstration • Q&A Today’s Team Pierre Cahorn Portfolio Solutions Consultant Doug Stewart Sr. Dir. Sales Support Jacqueline Probe Portfolio Solutions Consultant Contact: igc_sales@opentext.com
  • 3. OpenText Confidential. ©2020 All Rights Reserved. 3 Scott E. Page, Harvard Business Review, Why “Many-Model Thinkers” Make Better Decisions In head-to-head competitions between people who use models and people who don’t, the former win, and typically do so by large margins.”
  • 4. OpenText Confidential. ©2020 All Rights Reserved. 4 A process is a series of steps and decisions with an objective and desired end result. Process mapping is about documenting in a visual manner how processes actually work. Business process management is the study, identification, modification and monitoring of business processes.
  • 5. OpenText Confidential. ©2020 All Rights Reserved. 5 Business Growth Business Improvement Business Consolidation Regulatory Compliance Business Process Improvement
  • 6. OpenText Confidential. ©2020 All Rights Reserved. 6 Benefits of Modelling Improve • Improve Business Agility Enable • Enable Business Transformation Enhance • Enhance Customer Experiences Optimize • Optimize Service Delivery Consolidate • Consolidate Business Operations
  • 7. OpenText Confidential. ©2020 All Rights Reserved. 7 What is ProVision? • Modelling tool • Robust and easy to use • Capture multiple layers • Enterprise view
  • 8. OpenText Confidential. ©2020 All Rights Reserved. 8 How it comes together Goals, Strategies & Metrics Physical Infrastructure Organizations & People Process Interaction Applications, Content, Code Service & Data Technical Infrastructure CAPTURE SIMULATE IDENTIFY
  • 9. OpenText Confidential. ©2020 All Rights Reserved. 9 Business Agility – Increase Production Use Case
  • 10. OpenText Confidential. ©2020 All Rights Reserved. 10 Leadership directive – increase production From: Carrie Smith <carriesmith@innovate.com> Sent: Wednesday, March 18, 2020 7:20 AM To: Analyst Team <analyst@innovate.com> Subject: Change Request - Production Scheduling Team, our executive leadership has determined that we need to increase capacity to meet the increased demand of our hand sanitizer in the market. Please provided your analysis on adding a shift to the production as it relates effected resources, costs and timing. Kind Regards, Carrie Smith Director, Production Operations Innovate Corp
  • 11. OpenText Confidential. ©2020 All Rights Reserved. 11 How do organizations support business agility?
  • 12. OpenText Confidential. ©2020 All Rights Reserved. 12 Implement Change / Change Request Change Control Request Analysis of resources, timing & costs Review Cycle Negative Results Implement Change
  • 13. OpenText Confidential. ©2020 All Rights Reserved. 13 Simulation, Analysis & Collaboration • Optimize Processes • Reduce operational costs • Assess organizational impact • Simulate impact of changes on costs, resources & time to execute • Map processes, especially cross functional ones, consistently • Access Reports & Dashboards • Publish and maintain SOP
  • 14. OpenText Confidential. ©2020 All Rights Reserved. 14 Demonstration
  • 15. OpenText Confidential. ©2020 All Rights Reserved. 15 Reporting, Analytics, Dashboards Total Cost Total Resource Cost Assembly Worker Current 31,488.12$ 15,823.55$ 3,253.50$ Target 36,735.63$ 17,774.36$ 4,338.00$ (1,950.81)$ (1,084.50)$ Current Resource Costs Assembly Worker Credit & A/R Clerk Fork Lift Loading Dock Order Entry Clerk Order Entry System Order Manager Packager Quality Inspector Sales Rep Shipping Clerk Supervisor Target Resource Costs Assembly Worker Credit & A/R Clerk Fork Lift Loading Dock Order Entry Clerk Order Entry System Order Manager Packager Quality Inspector Sales Rep Shipping Clerk Supervisor Cost Occurs Total Cost Total Direct Cost Total Indirect Cost Rent - Floorspace Total Resource Cost Assembly Worker Credit & A/R Clerk Fork Lift Loading Dock Fill Order 10000 31,488.12$ 7,422.80$ 8,241.76$ 8,241.77$ 15,823.55$ 3,253.50$ 2,115.00$ 73.57$ 183.91$ Component Vendors 73.57$ -$ -$ 73.57$ 73.57$ 3.5.4.1.5 Ship Components 9640 73.57$ -$ -$ 73.57$ 73.57$ Field Operations 14,007.01$ -$ 8,241.76$ 8,241.77$ 5,765.25$ 183.91$ 3.5.4.1.1 Complete Order 10000 1,333.33$ -$ -$ 1,333.33$ 3.5.4.1.2 Submit Order 8460 3,525.00$ -$ -$ 3,525.00$ 3.5.4.1.7 Ship Product 9640 9,148.68$ -$ 8,241.76$ 8,241.77$ 906.91$ 183.91$ Finance 2,115.00$ -$ -$ 2,115.00$ 2,115.00$ 3.5.4.1.3 Approve Credit 8460 2,115.00$ -$ -$ 2,115.00$ 2,115.00$ Order Entry System 13.24$ -$ -$ 13.24$ 3.5.4.1.4 Schedule Order 9640 13.24$ -$ -$ 13.24$ Production 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$ 3.5.4.1.6 Build Product 9640 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$ 3.5.4.1.6.1 Schedule Production 9640 964.00$ -$ -$ 964.00$ 3.5.4.1.6.2 Supply Components 9640 -$ -$ -$ -$ 3.5.4.1.6.3 Assemble Order 9640 12,869.30$ 6,458.80$ -$ 6,410.50$ 3,253.50$ 3.5.4.1.6.3.1 Select Specifications 9640 2,410.00$ 964.00$ -$ 1,446.00$ 3.5.4.1.6.3.2 Assemble Components 9640 7,302.30$ 5,494.80$ -$ 1,807.50$ 1,084.50$ 3.5.4.1.6.3.3 Test Assembly 9880 988.00$ -$ -$ 988.00$ 3.5.4.1.6.3.4 Repair Assembly 240 2,169.00$ -$ -$ 2,169.00$ 2,169.00$ 3.5.4.1.6.4 Package Product 9640 1,446.00$ 964.00$ -$ 482.00$ Current Cost Occurs Total Cost Total Direct Cost Total Indirect Cost Rent - Floorspace Total Resource Cost Assembly Worker Credit & A/R Clerk Fork Lift Loading Dock Fill Order 10000 31,488.12$ 7,422.80$ 8,241.76$ 8,241.77$ 15,823.55$ 3,253.50$ 2,115.00$ 73.57$ 183.91$ Component Vendors 73.57$ -$ -$ 73.57$ 73.57$ 3.5.4.1.5 Ship Components 9640 73.57$ -$ -$ 73.57$ 73.57$ Field Operations 14,007.01$ -$ 8,241.76$ 8,241.77$ 5,765.25$ 183.91$ 3.5.4.1.1 Complete Order 10000 1,333.33$ -$ -$ 1,333.33$ 3.5.4.1.2 Submit Order 8460 3,525.00$ -$ -$ 3,525.00$ 3.5.4.1.7 Ship Product 9640 9,148.68$ -$ 8,241.76$ 8,241.77$ 906.91$ 183.91$ Finance 2,115.00$ -$ -$ 2,115.00$ 2,115.00$ 3.5.4.1.3 Approve Credit 8460 2,115.00$ -$ -$ 2,115.00$ 2,115.00$ Order Entry System 13.24$ -$ -$ 13.24$ 3.5.4.1.4 Schedule Order 9640 13.24$ -$ -$ 13.24$ Production 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$ 3.5.4.1.6 Build Product 9640 15,279.30$ 7,422.80$ -$ 7,856.50$ 3,253.50$ 3.5.4.1.6.1 Schedule Production 9640 964.00$ -$ -$ 964.00$ 3.5.4.1.6.2 Supply Components 9640 -$ -$ -$ -$ 3.5.4.1.6.3 Assemble Order 9640 12,869.30$ 6,458.80$ -$ 6,410.50$ 3,253.50$ 3.5.4.1.6.3.1 Select Specifications 9640 2,410.00$ 964.00$ -$ 1,446.00$ 3.5.4.1.6.3.2 Assemble Components 9640 7,302.30$ 5,494.80$ -$ 1,807.50$ 1,084.50$ 3.5.4.1.6.3.3 Test Assembly 9880 988.00$ -$ -$ 988.00$ 3.5.4.1.6.3.4 Repair Assembly 240 2,169.00$ -$ -$ 2,169.00$ 2,169.00$ 3.5.4.1.6.4 Package Product 9640 1,446.00$ 964.00$ -$ 482.00$ Target
  • 16. OpenText Confidential. ©2020 All Rights Reserved. 16 Implementation Simulation / Project Change Change Control Request ProVision Analyst Review Cycle Positive Results Production
  • 17. OpenText Confidential. ©2020 All Rights Reserved. 17 Process Modeling for Business Agility • Ease of Use • Governance & Lifecycle • Reporting, Simulation & Analytics • Lower TCO
  • 18. OpenText Confidential. ©2020 All Rights Reserved. 18 Q&A Contact: igc_sales@opentext.com