By James O’Brien

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*Define Work Flow Planning

*Discuss its sub-systems

*Benefits achieved

*Kepler Scientific Work Flow System

*Conclusions

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*Workflow Planning maps out the steps needed

to successfully achieve a specific or continuous

objective, derived from a firm’s strategy.

*Important to set deadlines

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*Work Flow documentation always changes, and

therefore, need to be adaptive

Monitoring

Measuring

*Technology helps to measure the process

* Important to assign a designated leader to manage

the process & be accountable

**Process should seek & store information

obtained from clients to keep up to date

*Communicate when tasks are completed or not

to establish clarity

*Document & inform changes within process

*Results;

Improve ability to delegate

Strengthen client relationships

Help measure work

Enhance staff communication

Increase value of practice

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*Two Tasks in Process Management

Planning of a process

Coordination of a process

*A Planner generates a process definition

*A Coordinator schedules the work steps

*Overall system is the formal description of the

activities, the participants and the tools

needed.

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*Organisational Strategy

Operations HR

I.C.T

Planning

Work Systems

J.I.T

Partnerships

Kepler System

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*Involves – Integrating

- Complementing

a set of programmes and policies for managing

people

to achieve strategic goals & objectives

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*Overall Planning should be coordinated with all key

actors to ensure

- Clarity within Organisation

- Asset utilisation

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*Prevent Over & Under- Staffing

*Ensure the org. has right people, with right

skills in right places at the right time

*Ensure Org. is responsive to change

*Provide direction to all HR activities & systems

*Unite the perspectives of line & staff managers

**Overstaffing - increase costs + inefficiencies

*Understaffing – reduce revenue

*Right Employees – productivity gains

*Responsiveness – Reduce risk exposure

- BUT, have to speculate

*Direction – provides clarity of systems

*Unite – integrates key components for success

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*Assigning & Designing specific tasks

*Ensure

- employees not overwhelmed

- are motivated & productive

*Need to assess skills, knowledge & ability

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*Job specialisation important

– cost minimization

- improved efficiencies

*Job rotation – motivation

- flexibility

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*Partnerships: - Cooperation

- Coordination

- Collaboration

*I-Shaped to T-Shaped People:

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*Japanese Approach Post-WWII

Maximise use of people

Simplify first, add technology second

Minimise waste

*Lean Production

Doing more with less

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*Improved Service Quality

*Lower Costs

*Increased Productivity

*Greater Flexibility

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*Software system for designing, executing, reusing,

evolving, archiving and sharing workflows

*Models the flow from one step to another in a series

of computations that achieve a specific goal

*Example

– Invoice automation

Invoice imaging or electronic invoicing or both

*Benefits

Reduces costs

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*An integrated approach essential to achieve

success

*Cost & Risk Minimization

*Increased Productivity & Efficiencies

*Improved workforce communication

*Client Satisfaction

*Questions?