BPM Research - How Do You Identify The Operational Processes

Derek Miers

In the early part of next quarter, I am entering a research phase on a topic I have alluded to many times: techniques for Process Architecture.

One of the key problems that BPM initiatives suffer from is that, even with all the attention, we end up with processes that still have significant issues — they are too inflexible and difficult to change. They become just another version of concrete poured in and around how people work — focusing on control rather than enabling and empowering.

A phrase that I picked up (from a business architect) put it fairly succinctly:

“People tend to work hard to improve what they have, rather than what they need.”

This was then further reinforced by a process architect in government sector on an email:

“The wall I keep hitting is how to think about breaking processes into bite-size chunks that can be automated.”

The problem is that we don’t have good techniques to design (derive) the right operational process architecture from the desired business vision (business capability). Of course, there is an assumption here that there is an effective business vision, but that’s a subject for another line of research.

I am talking about the operational chunks — the pieces of the jigsaw puzzle required to deliver a given outcome. Not how the puzzle pieces are modeled (BPMN, EPC, IDEF, or any other modeling technique), but how to chop up the scope of a business capability to end up with the right operational parts.

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The Hottest BPM Trends You Must Embrace In 2011!

Clay Richardson

As 2010 winds down, many business process professionals are finalizing plans to take their BPM initiatives to the next level in 2011. With so many different BPM trends and predictions floating around out there, I’m sure you’re scratching your head wondering which trends to adopt in 2011 and which trends to push off for another year. 

My colleague Gene Leganza recently published an excellent report titled "The Top 15 Technology Trends EAs Should Watch". I was pleased to see several BPM-specific trends show up in the report’s “Top 15” list. For the second year in a row, the report highlighted social BPM as one of the top trends to watch. In addition, process data management — the combination of MDM and BPM — was highlighted as another top BPM-related trend.

I recommend reading the entire report, since Gene does an excellent job slicing the survey data to show how we selected and ranked the top 15 trends.
 
So, as you're finalizing your 2011 BPM plans, here are the hottest trends and capabilities I recommend adding to your road map:

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Text Analytics: A Key Trend To Watch Over The Next Three Years

Leslie Owens

My colleague Gene Leganza, who serves Enterprise Architecture Professionals, compiled the top 15 technology trends EA should watch over the next three years. He highlights technologies that are new or changing, have the potential for significant impact, and require an IT-led strategy to exploit.

He highlights text analytics technology in the report because understanding unstructured data plays a critical part in daily operations. Enterprises have too much content to review and annotate manually. Text analytics products from vendors like Temis and SAS mine, interpret, and add structure to information to reveal hidden patterns and relationships.  In my 2009 overview of text analytics, I cite the primary use cases for these tools: voice of the customer, competitive intelligence, operations improvements, and compliance and law enforcement.

But there are a few other sweet spots for text analytics tools in the enterprise:

Analytics and search: Analytics tools surface and visualize patterns; search tools return discrete results to match an expressed need. But these disciplines are blending. People want to drill in to high-level analysis to find the specific thing customers buzz about.  And many searchers don’t know how to articulate their need as a query and are looking for the big picture on a topic or trend. Forrester expects these solutions to come together, as search tools mainstream semantic features like entity extraction out of the box, and analytics vendors introduce new ways to investigate relationships and data output.  

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Understanding Roles And Responsibilities In BPM

Derek Miers

Having just finished the dynamic case management Forrester Wave™ — it will probably appear in mid-January — I was struck by the variation in the approaches between the vendors; especially how they represent the organization, and the variety of wrinkles associated with work assignment. This was not so much related to an individual case management vendor, but it became apparent when you looked across the products. And that got me thinking and discussing with colleagues, customers, and vendors around the challenges of realistically supporting the organization as it looks toward BPM generally. Of course, there are many different issues, but the one I want to focus on here is around organizational structures, roles, skills, and responsibilities.

The central issue I want to highlight is one that many folks just do not see coming in their BPMS and dynamic case management implementations. Very often, there is only a loose concept of “role” within an organization. When the word “role” is used, it is usually equated to an existing job title (part of the organization structure), rather than responsibility (at least initially). It is further complicated by the fact that within a given job title, there are usually wide variations in the skills and expertise levels of those who work in that area. And while this is not a problem where people manually coordinate their work, when it comes to automating work routing (to the most appropriate person to deal with a given work item or case), there are often major complications. 

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Business Technology 2020 – Questions And Answers

Alex Cullen

What will business and technology be like in 2020 – and what’s IT’s place in this new world? This is the subject of a teleconference that James Staten and I held for our clients yesterday and also the subject of an upcoming Forrester report.

In this teleconference, we painted a picture of the impact of business-ready, self-service technology, a tech-savvy and self-sufficient workforce, and a business world in which today’s emerging economies dwarf the established ones, bringing a billion new consumers with a radically different view of products and services, as well as in which surging resource costs – especially energy costs – crush today’s global business models. 

In the past, when new waves of technology swept into our businesses – everything from the 1980s’ PCs to today’s empowered technologies – the reaction was the swinging pendulum of “decentralized/embedded IT” followed by “centralized/industrialized IT.” These tired old reactions won’t work in the world 2020. Instead, businesses must move to a model we call Empowered BT.

Empowered BT empowers business to pursue opportunities at the edge and the grassroots – but to balance this empowerment with enterprise concerns. Key to this balance is the interplay between four new “meta roles” – visionaries, consultants, integrators, and sustainability experts – combined with a new operating model based on guidelines, mentoring, and inspection. Also key is IT changing from a mindset in which it needs to control technology to one in which it embraces business ownership of technology decisions.

The teleconference chat window was busy as James and I presented our research. Here are the questions we weren’t able to answer due to time.

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What Matters When Assessing Your EA Program?

Henry Peyret

EA teams like to know how mature their EA practice is. There are a lot of EA maturity models out there. You will find some of these assessments and maturity models discussed in a 2009 Forrester report. Many EA teams share the idea that there is a single “ultimate EA model” and that EA leaders should strive to move up the ladder to this ultimate model. It’s like a video game – you try to get to the next level. 

For the past three months, the EA team’s Researcher Tim DeGennaro has been looking at these models and Forrester’s research on EA best practices to create a framework for assessing EA programs. This looked deceptively simple: Develop criteria based on the best practices we see in leading EA organizations, create an objective scale to rate an organization’s progress, offer reporting to illuminate next steps, and wrap it in an easy-to-use assessment package. What we’ve found so far is not only that avoiding the effects of subjectivity and lack of context is impossible but also that many assessment styles disagree on the most crucial aspect: What exactly is EA supposed to be aiming for?

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How Should EA Be Funded – And What Impact Does That Have On EA Value?

Alex Cullen

Recently I participated in a roundtable discussion by members of Forrester’s EA Council on “Getting Strategic In A Tactical World.” Members talked through the challenge of maintaining a strategic focus when the IT (or business) organization was very tactical and of getting the enterprise architecture function to have the right balance of tactical and strategic activities. “Strategic/Tactical Focus” is one of the dimensions of the Archetypes of EA that Forrester has written about, including in this blog, and the balance between tactical and strategic is a key factor in how the larger organization views EA’s relevance as well as the support it provides to EA. 

One of the participants, who headed a team of more than 50 architects, asked the others, “How is your department funded – as overhead operations or as part of the project investment budget?” The person who asked this question said that his organization is more than 70% funded out of the project budget. Others responded with a range of 100% operations to 100% project-based. The comments around these different funding mixes were very interesting (all comments paraphrased):

“It’s easier to justify the size of my team if the funding is tied to the amount of project investments we are making.”

“Investment funding levels are too variable – two years ago we cut way back, now we’ve ramped way up. If my team size was a factor of investment funding, we wouldn’t be prepared for the amount of investment we are making now.”

“EA funding as part of ongoing operations budget makes us look like overhead. I don’t want architecture to look like some sort of overhead.”

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Open Text Rounds Out ECM Suite With StreamServe Acquisition

Craig Le Clair

Open Text today announced that it has acquired StreamServe, a provider of customer communication management solutions. The acquisition will add a missing piece from the OT portfolio — document output for customer communication management — and will enhance Open Text's SAP partnership. DoCCM is becoming more important to push transactional content for multichannel communication and as one of the components of dynamic case management solutions. StreamServe has always had strong post composition, output management, and production management, particularly for invoices and statements generated by ERP systems, including SAP and Lawson Software. It's a dominant provider of CCM in the energy, utility, and supply chain segments. Its partnership with Adobe — which integrates StreamServe's Persuasion with Adobe LiveCycle Designer ES and repackages it as LiveCycle Production Print ES — has enhanced the North American presence. But at its core, StreamServe excels at integrating DoCCM into structured and enterprise apps to leverage its work processing and will benefit from integrating with OT systems, particularly the more capable BPM and WCM solutions. Fairly predictable — but a good move for both firms.

Who Should Lead Strategic Investment Planning?

Alex Cullen

Mike Gilpin poses this question in the most recent post to his blog.  This question was sparked at Forrester’s Business Process & Application Delivery Forum during a conversation during the session “Using The Next Generation PMO To Promote Innovation.” What’s interesting is that the question came from an attendee -- presumably aligned with their firm’s PMO -- who said that in their firm, strategic investment planning is led by their enterprise architecture team, which is responsible for the strategic planning and business architecture processes. 

There are multiple ways to come up with the “best answer” to this question. Nigel Fenwick discusses the answer in terms of the CIO’s responsibility to own strategy development -- and the coordination of functions necessary to carry out strategy. I’d like to answer this from the perspective of “what does it take to have an effective strategic investment planning process?”, examining the value the EA function and the PMO can provide. 

My colleague Craig Symons, who is Forrester’s expert on IT governance, defines effective governance as ensuring the best answers to these questions:

Effective governance answers the "4 Ares"

 

 

 

What EA can provide

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Vote For Forrester's IT Forum 2011 Theme

Alex Cullen

Are you ready for Forrester's IT Forum 2011? Mark your calendars for May 25-27 in Las Vegas and June 8-10 in Barcelona — and help us design an event that is as relevant and productive for you as possible. We've come up with three potential draft themes and need your vote for the best IT Forum 2011 theme:

1. Unleash your empowered enterprise.

As technology becomes more accessible through mediums beyond IT's control, you have but one choice: Get proactive by empowering employees, or swim against the current. Successful BT leaders will react not by blocking access but by lending their expertise to increase the chances of technology success and empowering the users to solve customer and business problems. This year's IT Forum will provide a blueprint for reaping the benefits of your empowered organization — complete with case studies, methodologies, and step-by-step advice tailored to each IT role.

2. Capitalize on the intersection of business and technology.

IT leaders have long struggled to deliver business and technology alignment.  But alignment implies a waterfall process: decide on a business strategy, and then build your technology on that foundation. Today, our businesses move too fast for the traditional IT model. Instead, Business Technology leaders must join the leaders of their lines of business to create business and technology strategy simultaneously.  That means working with new business partners inside and outside your organization, operationalizing innovation through standards, and above all, saying, "yes, and..." instead of "yes, but..." This year, we'll dedicate IT Forum to building bridges to new business partners, scaling innovative solutions, and co-creating business and technology strategy.

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