Share Point Business Process Maturity
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The document discusses business process maturity in SharePoint. It outlines a 5-level maturity model for business processes in SharePoint, from initial/loosely defined processes to optimized processes where users can adapt workflows on the fly. Case studies and examples are provided for each level to illustrate process maturity. Metrics on how maturity varies by years of use and number of users are also presented. The session aims to help participants benchmark their organization's process maturity.
Share Point Business Process Maturity
- 1. Sadie Van Buren, @sadalit Derek E. Weeks, @weekstweets Maturing Your Business Processes in SharePoint 1 BUSINESS PROCESS MANAGEMENT
- 2. Agenda and Logistics Agenda Logistics What’s in it for you? In Session Overview of the Questions welcome! SharePoint Maturity If you’re tweeting / live Model and the BPM blogging, consider including: #SPMaturity Competency @SPTechCon Detail & case studies @weekstweets What Next? @sadalit Upcoming Events Post-Session Contact Info Please fill out your evaluation BUSINESS PROCESS MANAGEMENT
- 3. What’s In It For You? In the Session Understand SharePoint’s potential for Business Process Management, and how you’re using it Benchmark against others via data and case studies Back at Work Share your results Build the organization’s strategic roadmap for BPM Gain a quantitative sense of progress by re-evaluating each year. Contribute to a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc. BUSINESS PROCESS MANAGEMENT
- 4. better employee higher levels of customer service productivity ent SLAs reduction in operational costs competi improved cycle time efficiency gains faster consistent SLAs better employee productivity improved visibility competitive advantage faster time to market paperless offic proved cost per transaction improved business performance BUSINESS PROCESS MANAGEMENT
- 5. Business Process Maturity Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization. 500 400 300 200 100 5
- 6. Business Process Maturity 500 400 300 200 100 Business process is loosely defined. Out of the box SharePoint workflows (approval, collect feedback) leveraged sporadically. A doclib or list provides a central base of operations. Any workflow is document- vs. application-centric. 6
- 7. Business Process Maturity 500 400 300 Business processes are designed; some custom, departmental “no-code” 200 workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing). . 100 7
- 8. Business Process Maturity 500 400 ---------- customization may occur ---------- Process is considered as a whole, rather than as automating functional tasks . SharePoint is becoming the BP platform, w/the 300 introduction of 3rd party BPM tool to support more complex business rules. 200 100 8
- 9. Business Process Maturity 500 Workflow is a component of SP-based composite applications with connectivity to LOB systems. Users 400 have access to process analytics and audit trails. Collaboration happens around a work process. ---------- customization may occur ---------- 300 200 100 9
- 10. Business Process Maturity Power users can edit existing workflows to adapt them to changing business needs. Users leverage 500 data from BPM to optimize process, balance work across workloads. Business processes extend to external users. 400 300 200 100 10
- 11. Who Should Care… Executive Business Architect Manager Analyst Business Strategy Developer Supervisor Reviewer IT Manager Processor Data Entry Researcher BUSINESS PROCESS MANAGEMENT
- 12. Maturity per Years of Use BUSINESS PROCESS MANAGEMENT
- 13. Maturity per Number of Users BUSINESS PROCESS MANAGEMENT
- 14. Business Process Maturity BUSINESS PROCESS MANAGEMENT
- 15. Business Process Maturity? 45% 42% 40% 37% 35% 30% 25% 20% 15% 12% 10% 5% 5% 5% 0% Initial Managed Defined Predictable Optimizing BUSINESS PROCESS MANAGEMENT
- 16. Business Process Considerations Underlie All Competencies Business Process Competency Business Process Considerations 16
- 17. Level 100 • Business process is loosely defined. • Out of the box SharePoint workflows (approval, collect feedback) leveraged sporadically. • A doclib or list provides a central base of operations. • Any workflow is document- vs. application-centric. BUSINESS PROCESS MANAGEMENT
- 18. Level 100 Dilbert meet BUSINESS PROCESS MANAGEMENT
- 19. Level 100 the knowledge worker BUSINESS PROCESS MANAGEMENT
- 20. Level 100 Upload Expense Report Notify Approves / Manager Rejects Notify Employee BUSINESS PROCESS MANAGEMENT
- 21. Level 100 BUSINESS PROCESS MANAGEMENT
- 22. 23% say over half the documents in SharePoint are mission critical #SPTechCon BUSINESS PROCESS MANAGEMENT
- 23. Level 100 People. Effort. Change. Technology. Strategy. BUSINESS PROCESS MANAGEMENT
- 24. Level 200 Business processes are designed; some custom, departmental “nocode” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing). BUSINESS PROCESS MANAGEMENT
- 25. Level 200 Dilbert say hello to Alice BUSINESS PROCESS MANAGEMENT
- 26. Level 200 knowledge worker sharepoint administrator BUSINESS PROCESS MANAGEMENT
- 27. Level 200 BUSINESS PROCESS MANAGEMENT
- 28. Level 200 BUSINESS PROCESS MANAGEMENT
- 29. Level 200 People. Effort. Change. Technology. Strategy. BUSINESS PROCESS MANAGEMENT
- 30. Level 300 • Process is considered as a whole, rather than as automating functional tasks. • Transition from procedural document workflow to orchestration of dynamic business process. • SharePoint is becoming the BP platform, w/the introduction of 3rd party BPM tool to support more complex business rules. BUSINESS PROCESS MANAGEMENT
- 31. Add-on apps for SharePoint? Top 6 answers… Workflow/BPM 43% Search/Analytics 30% Back-up support 30% Data migration tools 26% Security and rights management 24% Archiving (long-term retention of content) 18% 0% 10% 20% 30% 40% 50% #SPTechCon BUSINESS PROCESS MANAGEMENT
- 32. Level 300 Meet the 130 knowledge workers BUSINESS PROCESS MANAGEMENT
- 33. Level 300 Alice he’s Dogbert say hello to Wally BUSINESS PROCESS MANAGEMENT
- 34. Level 300 sharepoint administrator business process analyst sharepoint developer BUSINESS PROCESS MANAGEMENT
- 35. BPM: Loan Processing Example Customer What is Reroute Account Info happening Loans? in my dept? Capture Docs? Loan Application Loan Application Processor Underwriter Approved? is scanned and is in SharePoint reviews loan reviews loan indexed Book Loan Rejected? Notify Customer Manual Tasks: Other Automate Review docs in file Call client for add’l info Docs? Tasks? Prepare Good Faith Estimate Underwrite loan Prepare loan for closing BUSINESS PROCESS MANAGEMENT
- 36. Level 300 BUSINESS PROCESS MANAGEMENT
- 37. Level 300 BUSINESS PROCESS MANAGEMENT
- 38. Level 300 BUSINESS PROCESS MANAGEMENT
- 39. Level 300 BUSINESS PROCESS MANAGEMENT
- 40. Level 300 People. Effort. Change. Technology. Strategy. BUSINESS PROCESS MANAGEMENT
- 41. Level 400 • Workflow is a component of SPbased composite applications with connectivity to LOB systems. • Users have access to process analytics and audit trails. • Collaboration happens in the context of a work item as part of a dynamic, nonlinear business process (the “case”). BUSINESS PROCESS MANAGEMENT
- 42. Level 400 Meet the 130 knowledge workers BUSINESS PROCESS MANAGEMENT
- 43. Level 400 Dogbert Wally introducing The Boss BUSINESS PROCESS MANAGEMENT
- 44. Level 400 business process analyst sharepoint playing himself administrator BUSINESS PROCESS MANAGEMENT
- 45. Level 400 BUSINESS PROCESS MANAGEMENT
- 46. Access to all or some legacy data through SharePoint 35% #SPTechCon BUSINESS PROCESS MANAGEMENT
- 47. Level 400 BUSINESS PROCESS MANAGEMENT
- 48. Level 400 BUSINESS PROCESS MANAGEMENT
- 49. Level 400 BUSINESS PROCESS MANAGEMENT
- 50. Level 400 People. Effort. Change. Technology. Strategy. BUSINESS PROCESS MANAGEMENT
- 51. Level 500 • Power users can edit existing workflows to adapt them to changing business needs on the fly. • Users leverage data from BPM to optimize process, simulate on real data, clear bottlenecks, balance work across workloads. • Users have visibility into the process and can provide feedback to process improvements. • Business processes extend to external users. BUSINESS PROCESS MANAGEMENT
- 52. Level 500 BUSINESS PROCESS MANAGEMENT
- 53. Level 500 BUSINESS PROCESS MANAGEMENT
- 54. Level 500 BUSINESS PROCESS MANAGEMENT
- 55. Level 500 BUSINESS PROCESS MANAGEMENT
- 56. Level 500 People. Effort. Change. Technology. Strategy. BUSINESS PROCESS MANAGEMENT
- 57. Using or plan to use SharePoint for? Platform for custom applications 46% Business intelligence / dashboards 48% Social, community, collaboration 53% Business process management 54% Workflow 67% Portal, communication & web content 78% management Enterprise content management 61% Content repository only 31% 0% 20% 40% 60% 80% #SPTechCon BUSINESS PROCESS MANAGEMENT
- 58. What Next? Take the full assessment Visit Derek and Sadie at A Vision Booth #903 for the Future BUSINESS PROCESS MANAGEMENT
- 59. Contact Us Sadie Van Buren Derek E. Weeks @sadalit @weekstweets 59 BUSINESS PROCESS MANAGEMENT
- 60. Thank You BUSINESS PROCESS MANAGEMENT