Business Process Management Tutorial

transcript

David F. CarterDavid F. CarterDirector and Vice PresidentDirector and Vice President

For Chapter ServicesFor Chapter ServicesThe Association of Business Process Management ProfessionalsThe Association of Business Process Management Professionals

04/22/23 SOA E-GOV

Business Process Business Process Management TutorialManagement Tutorial

204/22/23 SOA E-GOV

AgendaAgenda

• Who Am I?• Why Am I Here? • Introduction to ABPMP• Introduction to the BPM CBOK™• Model BPM Curriculum• BPM Certification• ABPMP Education Committee• Process Change

304/22/23 SOA E-GOV

Who Am I?Who Am I?

• 30+ Years in IT Project Management • IT Auditor and Reviewer for GAO• IT and Process Consultant • Former Director of The Operational Process Improvement Office Defense Information Systems Agency• Current VP and Director of Chapter Services for ABPMP

404/22/23 SOA E-GOV

Why Am I Here?Why Am I Here?

• To Ensure to You that SOA and BPM

Are Supportive Partners

504/22/23 SOA E-GOVCape Lookout Lighthouse, NC

Relationship of Mission and WorkRelationship of Mission and WorkProcesses to Information TechnologyProcesses to Information Technology

04/22/23 SOA E-GOV

GAO/AIMD-10.1.15 May 1997 Version 3Business Process Reengineering Assessment Guide

IntroductionIntroductionTo theTo the

AssociationAssociation

04/22/23 SOA E-GOV

Who we areWho we are

The Association of Business Process Management Professionals is a non-profit, vendor independent professional organization dedicated to the advancement of business process management concepts and its practices. ABPMP is practitioner-oriented and practitioner-led.

04/22/23 SOA E-GOV

Our MissionOur Mission

• To engage in activities that promote the practice of business process management

• To produce educational and networking events for continuing education and sharing of best practices, new ideas, and experiences of its members and professional colleagues.

04/22/23 SOA E-GOV

The Association of Business Process Professionals (ABPMP) strives to be:

• The premier organization for business management professionals• The singular authoritative source for information on BPM• The defining organization for the discipline and practice of BPM• The de facto certificate and requirement for all BPM professionals• The predominant global BPM Association• The Disseminator of the BPM CBOK™ and• The Certifier of the CBPP™ and EEPP programs.

Our VisionOur Vision

04/22/23 SOA E-GOV

Active ChaptersActive Chapters• Brazil• Chicago• Denver• Metro New York• Mexico• Philadelphia• Portland, OR • Romania• Tampa Bay• Washington DC

Forming ChaptersForming Chapters• Atlanta• Birmingham• Charlotte• Paris• Panama City

04/22/23 SOA E-GOV

What are we doing?What are we doing?

• Developing New Chapters

• Developing Model Curricula for BPM

• Developing Training Endorsement Program

• Developing Professional Certification Program

• Developing Seminars

• Developing and Maintaining links with Academia

04/22/23 SOA E-GOV

Potential InterestPotential InterestUS

• Cincinnati• Houston• Memphis• Omaha• Phoenix

• Sydney• Dubai• South Africa• China• Montreal

• Saudi Arabia • Toronto• Vancouver• Vienna

International

04/22/23 SOA E-GOV

InternationalInternational

• Australia• Austria• Brazil

• Canada• China• Columbia

• Dubai

• France• Germany• Mexico• Panama• Portugal• Romania• South Africa

04/22/23 SOA E-GOV

Academic AffiliationsAcademic AffiliationsBentley College (Massachusetts, US)- BPM courses in MBA, MSIT, and MSHFID programs

Boston University (Massachusetts, US)- Business Process Management (BPM) Professional Certificate Programs

Boston College- MBA BPM.MSIT

Bradford University (UK)- MSc in Total Quality and Performance Management

Brighton University (UK) - MSc Business Process Management

Franklin University (Ohio, US) - BS Process Management

Georgia State University (Georgia, US)- BPM courses in MBA and doctoral programs - Center for Process Innovation

Indiana University (Indiana, US)- BS in BPM

Queensland University of Technology (Brisbane, Australia)- BPM Research Group

Stevens Institute of Technology (New Jersey, US)- MSIS with concentration in Business Process Management and Service

Innovation

Technische Universiteit Einhoven (Eindhoven University of Technology, NL)

- BPM Research Group

University of Georgia

University of Chicago (Illinois, US)Certificate program in "Process Management and Improvement"

University of Illinois (Illinois, US)Doctoral Program in Process Management

University of Münster (Germany)

Walden Universtity (online, US)MBA with BPM SPecialization

Widener University (Philadelphia, US)Center of Business Process Excellence- Certificate Program in Business Process Excellence

04/22/23 SOA E-GOV

ABPMP Board of Directors 2008ABPMP Board of Directors 2008• President: Brett Champlin, Allstate Insurance Co.• VP Chapter Services: David Carter, ND Associates LLC• VP Communications: Ken V. Krawchuk, Business Architects• VP Education: Mark Treat, SAIC• VP Information Services: Mike Duncan, Resolvit• VP Finance: Jonjie Thralls, Turner Broadcasting• VP Marketing, Chris Jensen, Allstate Insurance Co.• VP Membership Services: Bryan Brinks, Hitachi Consulting• VP Operations: Jack Hilty, Sentient Point• VP Relationship Mgt: Tony Benedict, Tata04/22/23 SOA E-GOV

Relationships & AffiliationsRelationships & Affiliations• Conference Discounts

– BrainStorm Group– DCI– Gartner– IQPC– IIR

• Training Discounts– Attaining Edge– BrainStorm Group– BPM Institute– Sentient Point

• Collaborations – Babson College Institute for

Process Management– BPM Institute– BP Trends– CAM-I– IIBA– PMI

• Board of Advisors– Roger Burlton– Peter Fingar– Paul Harmon

04/22/23 SOA E-GOV

Introduction to Introduction to ABPMP’s Guide to the ABPMP’s Guide to the

Business Process Business Process Management Management

Common Body of KnowledgeCommon Body of KnowledgeBPM CBOK™BPM CBOK™

04/22/23 SOA E-GOV

BPM CBOK™ StatusBPM CBOK™ Status• Version 1.0 – February 2008

• Version 1.1 – May 2008– Include Chapter 6 – Performance Measurement– IABPM discussion and contribution– Minor updates grammatical updates

• Version 2.0 – Target June / July– Member feedback– Definitions / consistency– Expanded content– Some restructuring expected

04/22/23 SOA E-GOV

BPM CBOK™ BPM CBOK™ 9 Knowledge Areas9 Knowledge Areas

Knowledge Areas

Enterprise Process Management

Process Management Organization

Business Process Management

Business Process Management Technologies

04/22/23 SOA E-GOV

Organization of the GuideOrganization of the Guide• Section 1 – Fundamentals of BPM

• Section 2 – Critical BPM processes and skills

• Section 3 – Organizational and Enterprise Considerations

• Section 4 – Enabling Technologies

• Section 5 – References, BPM Community, Model Curriculum, Certification Program, BPM CBOK™ Maintenance, Contributors

Future - Glossery

04/22/23 SOA E-GOV

PrefacePreface

• Emergence of BPM Professional

• Need for a professional discipline

• Background on ABPMP

• Standards of conduct

04/22/23 SOA E-GOV

Chapter 1 - IntroductionChapter 1 - Introduction

• Purpose of the CBOK• Maintenance / feedback of the CBOK• Release notes• Summary and organization of the chapters

04/22/23 SOA E-GOV

Chapter 2 - BPMChapter 2 - BPM• Core BPM concepts

• Key definitions

• Practicing BPM

• BPM Lifecycle

• Types of processes

• Types of activities

• BPM Critical Success Factors

• BPM Professional Space

04/22/23 SOA E-GOV

Chapter 3 – Process ModelingChapter 3 – Process Modeling• Key Definitions

– Diagramming vs. Modeling vs. Mapping– Process Attributes and Characteristics

• Purpose & Benefits of Modeling

• Modeling Standards and Notations

• Modeling Quality and Perspectives

• Approaches to modeling, Capturing Information

• Modeling Roles and Responsibilities

• Modeling Techniques and Tools

• Process Simulation

04/22/23 SOA E-GOV

Chapter 4 – Process AnalysisChapter 4 – Process Analysis

• Purpose and Benefit of Process Analysis

• Analysis Roles and Responsibilities

• Process Analysis Activities

• Analysis Techniques

• Considerations (i.e.. best practices)

04/22/23 SOA E-GOV

Chapter 5 – Process DesignChapter 5 – Process Design• Purpose and Benefits of Process Design

• Roles and Responsibilities

• Process Design Activities

• Principles of Process Design

• Designing for Compliance

• Business Rules (in a BPM context)

• Considerations and best practices

04/22/23 SOA E-GOV

Chapter 6 – Process Performance Chapter 6 – Process Performance MeasurementMeasurement

• Key Definitions

• Importance and Benefits of Process Performance Measurement

• Monitoring and Controlling Operations

• What to measure / How to measure

• Strategic Alignment

• Modeling and Simulation

• Decision Support

• Considerations

04/22/23 SOA E-GOV

Chapter 7 – Process TransformationChapter 7 – Process Transformation

• What is Process Transformation

• Process Improvement Methodologies

• Process Re-Design and Reengineering

• Implementation

• Organizational Change Management

• Sustaining the BPM Lifecycle

• Considerations and Best Practices

04/22/23 SOA E-GOV

Chapter 8 – Process OrganizationChapter 8 – Process Organization

• The Process Oriented Enterprise

• Process Management Roles and Responsibilities

• Process Owner

• Organizational and Governance Structures

• Team Based Performance

04/22/23 SOA E-GOV

Chapter 9 – Enterprise Process Chapter 9 – Enterprise Process ManagementManagement

• Key definitions

• Benefits and Requirements for Enterprise Process Management

• Process Frameworks

• Process Repository Management

• Process Maturity Levels

• From Planning to Action

04/22/23 SOA E-GOV

Chapter 10 – BPM TechnologyChapter 10 – BPM Technology• Importance BPM Technology (for BPM practice)

• Advantages and Risks of Process Automation

• Types of BPM Technology– Modeling, Analysis, Design, Simulation– Execution and Control– Performance Management– Integrated Suites

• Standards

• Industry Trends

• Implementation considerations

04/22/23 SOA E-GOV

AppendicesAppendices• Glossary

• References

• BPM Community

• BPM Model Curricula

• BPM Certification Program

• Guide to CBOK™ Maintenance

• Contributors

04/22/23 SOA E-GOV

MODEL BPM CURRICULUMMODEL BPM CURRICULUM

Appendix C

04/22/23 SOA E-GOV

The BPM Curriculum v1.0The BPM Curriculum v1.0• Recommended course of study

• Target for undergraduate and graduate academic programs

• 5 Core Courses

• 3 Electives

• 1 Capstone

• Internship/Project

04/22/23 SOA E-GOV

Program OverviewProgram Overview BS-BPM, MBPM BS-BPM, MBPM

SOA E-GOV

MBA ConcentrationMBA ConcentrationIntroduction

ProcessAnalysis

ImplementingProcess

Management

BusinessProcess

PerformanceManagement

BusinessProcessStrategy

4 Courses

04/22/23 SOA E-GOV

How to Get Yours Today!How to Get Yours Today!

• Currently the Guide to the BPM CBOK™ is only available to ABPMP Members – Initial 30 day feedback period

• The next release will be public and available through Amazon’s Books-On-Demand service for $50

• But wait, there’s more…

04/22/23 SOA E-GOV

Current version allows printing Current version allows printing during feedback periodduring feedback period

04/22/23 SOA E-GOV

Start at WWW.ABPMP.ORGStart at WWW.ABPMP.ORG

04/22/23 SOA E-GOV

4104/22/23 SOA E-GOV

Online Feedback FormOnline Feedback Form

04/22/23 SOA E-GOV

BPM CertificationBPM Certification

Certified Business Process Professional CBPP™

04/22/23 SOA E-GOV

Certification Program Certification Program ParametersParameters

• Experience– 4 years / 7,500 hours– Some credit for other certification– Credits cannot exceed 2 years / 3,750 hours total for

Professional - - - less experience , 2 years / 3,750 hrs. for Associate

• Experience Substitution Credits– Formal Education

• BS/BA 1 year / 1,500 hours• Advanced degree 1 year / 1,000 hrs

– Other Professional Certification (PMI, IIBA, etc.)

• 500 hours per current certification– Credits for Training Program/Certification

• 1:1 for PDU/CEU hours

04/22/23 SOA E-GOV

Certification Program Certification Program ParametersParameters

• Examination– Single initial exam– Possible specialization exams in future– Professional must pass at cut score in all sections

• Sign ABPMP Code of Ethics

• Re-certification/Continuing Education– 120 hours of professional development activities per 3

year cycle

• Associate Certificate (ABPP)– less experience , 2 years/3,750 hrs. (can use credits)– lower cut score – e.g., 50% in all areas

04/22/23 SOA E-GOV

Certification - considerationsCertification - considerations• ABPMP Membership Requirements ??• Initial vs. Continuing Educational Requirements ??• No peer or oral review/project requirement for

now• No Grandfathering• We need to address how to support academics

who may not have the experiential qualifications as stated, e.g., substitute research and case studies or teaching x sections of related courses… TBD

04/22/23 SOA E-GOV

ABPMP Education ABPMP Education CommitteeCommittee

BPM CBOK™ 2008CBPP™ 2008EEPP 2008

BPM Model Curriculum ™ 2008

04/22/23 SOA E-GOV

Education Sub-CommitteesEducation Sub-Committees

• CBOK™ Maintenance

• Certification

• Registered (or Endorsed) Training Provider

• BPM Curriculum (currently inactive)

04/22/23 SOA E-GOV

Call for VolunteersCall for Volunteers

• WE NEED YOU!!!• Volunteers needed for:

– Certification Program Development

– CBOK Maintenance – Endorsed Education

Provider Program

04/22/23 SOA E-GOV

ScheduleSchedule• Feb 2008- Release BPM CBOK™ version 1.0

– Free download for members– Initial release printable

• June / July 2008 – Public Version Available– Amazon Print On Demand

• June/July 2008 – Release CBPP™ Program Details– Qualifications

• July 2008 Release Registered / Endorsed Training Provider Details– Qualifications, Fees, Etc.

• Sept 2008 – Beta test CBPP ™ exam• Dec 2008 – Begin CBPP ™ Program

04/22/23 SOA E-GOV

Questions / CommentsQuestions / Comments

Please Contact• Mark Treat, VP Education

– Educaiton@abpmp.org• Sandra Lusk, Maintenance Sub-Committee

Chair– lusksg@msn.com

• Brett Champlin, Certification Sub-Committee Chair– president@abpmp.org

04/22/23 SOA E-GOV

Process ChangeProcess ChangeOne or Twenty WheelsOne or Twenty Wheels

At a TimeAt a Time

ChangesIn the

Federal Government

04/22/23 SOA E-GOV

Why Change?Why Change?

SURVIVALCompetition

Business ProcessOrganizationLegislationTechnology

04/22/23 SOA E-GOV

The Components of ChangeThe Components of Change• Subject Matter

• Leaders

• Managers

• Performers

04/22/23 SOA E-GOV

Leaders

Managers

Performers

Partners of ChangePartners of Change

04/22/23 SOA E-GOV

Non-EnterpriseApproach

Sub-Enterprise Approach

Full Enterprise Approach

Scope of ChangeScope of Change

04/22/23 SOA E-GOV

Scope of ChangeScope of Change

• Non-Enterprise Approach• Change One Wheel

• Sub-Enterprise Approach• Change Some of the Wheels

• Enterprise Approach• Change All of the Wheels

04/22/23 SOA E-GOV

What is the Full Enterprise?What is the Full Enterprise?• It Is Not a Spaceship• It Is the Federal Government

What Is the Sub-Enterprise?• It Is an Agency e.g. DOD, DHS

What Is the Non-Enterprise?• It is a Component Within an Agency

04/22/23 SOA E-GOV

Change is TraumaChange is Trauma• Impediments to Change

• Culture• Incentives• Costs• Schedule

• Incentives to Change• Improved Culture• Rewards• Savings• Success

04/22/23 SOA E-GOV

Process Change ParadigmProcess Change Paradigm

ProcessPerformanceAssessment

BusinessProcessAnalysis

ProcessAlternative

Analysis

ProcessDevelopment

And TransitionContinuous

User Feedback

PerformanceMetrics

Focus Group(s)New Priorities User Satisfaction

Surveys

Business Model

Business Case

ProcessFunctional

Requirements

Priorities

Business ImpactAnalysis

Business OpportunitiesTo Improve

Economic ModelEconomic Trade-off

Analysis

Detail ProcessDesign

Documentation

Outreach andTraining

Implementation

Economic ImpactAnalysis

Opportunity to Improve

04/22/23 SOA E-GOV

Steps to ChangeSteps to Change• Know Who You Are

• Perform As-IS Model• Know Who You Want To Be

• Perform To-Be Model• Perform Business Analysis

• Perform ABC Model• Perform Economic Analysis

• Perform Economic Model• Chose the Solution• Implement Solution

04/22/23 SOA E-GOV

Partners in ChangePartners in ChangeMust Connect the DotsMust Connect the Dots

• Leaders Must Communicate with Each Other• Leaders Must Collaborate with Each Other• Leaders Must Communicate with Managers• Leaders Must Collaborate with Managers• Managers Must Communicate with Performers• Managers Must Collaborate with Performers• Performers Must Communicate with Each Other• Performers Must Collaborate with Each Other

04/22/23 SOA E-GOV

Leaders

Managers

Performers

Partners in ChangePartners in ChangeMust Connect the DotsMust Connect the Dots

04/22/23 SOA E-GOV

IssuesIssues• The Partners in Change are not:

• Communicating• Collaborating• Connecting the Dots

• Most Change is at the Non-Enterprise Level• This Causes:

• Duplicative Efforts• Non-Standard Processes• High Costs/Little Return

04/22/23 SOA E-GOV

SolutionsSolutions

• Ensure That All Partners in Change• Communicate• Collaborate

• Drive Change from the Enterprise Level• Clinger Cohen is from the Leaders• OMB A-130 is from the Managers

04/22/23 SOA E-GOV

CommunicateCommunicateOne of the hardest things to do isconvey thoughts and concepts ina group setting.

• Have a communications plan• Ensure all participants are on board• Execute the plan

04/22/23 SOA E-GOV

CollaborateCollaborate• Provide a conducive environment• Utilize professional electronic facilitators• Utilize technology

04/22/23 SOA E-GOV

Have Solutions Been Implemented?Have Solutions Been Implemented?

• E-Benefits• E-Gov• E-Travel• E-Pay• E-Grants• E-Authentication• E-Procurement

04/22/23 SOA E-GOV

Are We There Yet?Are We There Yet?No!

Yes!• The Partners Must Remove Impediments• The Partners Must Provide Incentives• All Partners Must Create an Environment for Change• All Partners Must Embrace the E-Gov

Enterprise Approach to Change04/22/23 SOA E-GOV

Can We Get There?Can We Get There?

Questions / CommentsQuestions / CommentsFor Me?For Me?

04/22/23 SOA E-GOV

301.367.4404chapters@abpmp.org

Business Process Management Tutorial

Documents