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Creating Business Processes in SharePoint

Creating Business Processes in SharePoint. Agenda. Agenda. An introduction to Business Processes. What is a Business Process?. Business Process Reengineering (BPR).

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Creating Business Processes in SharePoint

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  1. Creating Business Processes in SharePoint

  2. Agenda Agenda

  3. An introduction to Business Processes

  4. What is a Business Process?

  5. Business Process Reengineering (BPR) Business process reengineering (BPR)is an approach aiming at improvements by means of elevating efficiency and effectiveness of the business process that exist within and across organizations. The key to BPR is for organizations to look at their business processes from a "clean slate" perspective and determine how they can best construct these processes to improve how they conduct business

  6. Buzz Words and More Buzz Words!

  7. What’s Wrong with Processes

  8. Abstract

  9. Restrictive

  10. It is not Excel

  11. Workflow Vs. Business Processes

  12. Workflow

  13. The 4 Steps of Business Process Mapping

  14. What is a Process Map?

  15. A GOOD PROCESS Map

  16. Four Major Steps of Process Mapping

  17. Techniques to Collect Business Process information

  18. Collect Real Information • Go to the work location and observe the process • Always gather data from the person who is the top authority in the organization with respect to that data, that is, the person doing the work,

  19. Document the facts

  20. Going About it

  21. Introduction to a System to Map, Analyze and Document your process for use in SharePoint

  22. The System

  23. 1st step: - Symbols Do: Represents a value-added step in a production process. It adds value to the product by physically changing it in the direction of being completed Origination: used the first time information is entered on a document or system. This Symbol adds value to an Item by completing or partially completing it Origination Symbols help us to spot the numerous Items required to complete a transaction and often lead to major productivity improvement accompanied by proportional error reduction by reducing the number of times that information must be rewritten

  24. 1st step: - Symbols The Add/Alter Symbol is used any time information is added to or altered on an Item after the first entries. The Add/Alter Symbol and the Origination Symbol cover all of the times information is changed and thus, they cover all of the value-added steps associated with Items in an information process Handling Operations represent make ready and put away, loading and unloading and all sorts of activities that do not involve information change. It includes physical “paper shuffling” and “electronic paper shuffling” (i.e. keying through electronic documents, application screens, etc.) and there are usually more of these Symbols on charts than any other

  25. 1st step: - Symbols The Transportation Symbol represents movement from one work area to another. It is not used for small movements that occur within a work area. Its purpose is to show movements that take the Item to a work area that is physically separated, such that the employees are not in direct contact with each other as they work. These movements are often time-consuming and costly The Inspection Symbol represents checking the Item to see if it is “right”. The Inspection Symbol is not used when checking is limited to normal conscientious work. The purpose of this Symbol is to show tasks that are specifically checking the work for correctness

  26. 1st step: - Symbols The Storage/Delay Symbol represents time when nothing happens to the Item being charted. How small a period of time we choose to display on our charts is a matter of judgment. We should show occurrences of storage and delay that consume significant amounts of time and what is significant will vary for different processes

  27. Collect Real Information

  28. Validating the Process

  29. Analyze the Process

  30. Organize the facts with a flow chart • The Graham Method • Chart the items of the process as horizontal lines • Each item line begins with a Label for identification • Each work step is identified by a Symbol that represents what happens to the item at that point in the process • The Symbols appear in sequence along the item lines

  31. BPML • Chart the items of the process as connected flow lines • Allows creation of sub processes

  32. The Annotated Visio • Chart the items of the process as connected flow lines • Each item line begins with a Label for identification • Each work step is identified Title that represents what happens to the item at that point in the process • The annotations appear in steps

  33. Determine the Metadata For each Step Define the Data that is collected or need to be acted upon

  34. Map SharePoint Features

  35. Document It!

  36. What’s Next

  37. Common Pitfalls to Avoid

  38. The first step is process identification

  39. Know Your Resources • Everyone has a view of where a process is broken – during the observation do not engage in these conversations. (do this at validation and analysis)

  40. Download Free Proposal Resource Center Site SharePoint Template Go to Http://www.i3solutions.com/prc Http://www.i3solutions.com/pmo to download our FREE Proposal Resource Center and Project Management SharePoint Templates Join our LinkedIN Groups SharePoint for Proposal Management SharePoint for Project Management

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