Business Process Improvement (BPI)
Baselining the business process may be done with subject matter experts, business analyst 1-on-1 interviews, by group collaboration, or a combination. Below, the Business Process Management institute highlights the collaborative effort. By following the link tot he article, an additional table of pros and cons is provided.
Business Process Management (BPM) - Selecting the Best Method for Process Baselining: "Group Collaboration
Group collaboration involves bringing a group of 8-15 subject matter experts together with a skilled facilitator to build the process baseline. The facilitator may be the Project Manager, Quality Lead or an external resource. The key is that they are proficient in leading a group to build the necessary process models. An experienced facilitator will also be able to serve as a neutral process guide, manage group dynamics, surface discrepancies and bring them to resolution, and track outstanding issues."
Pros of group collaboration are clear - immediate discussion and agreement may be reached, brainstorming is enhanced, and joint ownership of what's happening and what's missed.
Cons, in addition to potential lack of detail or issue, include high simultaneous resource involvement, additional planning and advance scheduling, as well as limited processes that can be handled at one session:
High resource involvement. 8 to 15 people will be focused on this, and only this, effort for 1 to 3 days.
Additional planning required. Holding a collaborative group working session requires a clear understanding of the scope of the processes involved so that the necessary players can be identified. Early scheduling must occur so that all parties are available to participate and rooms are reserved.
Limited to no more that 5 processes. Attempting to baseline more than 5 processes over 3 days isn’t feasible. There are ways to mitigate this limit – breakout groups or blending methods – but regardless there will be a limit for how much the brain can handle.
Techniques
Watch for disagreement. Pay attention to any side comments, facial expressions and actions. People may disagree with what’s being said but not want to speak up. Draw them out by asking what their experience has been for a particular task. By focusing on their experience or how they would handle a situation, creating a right, wrong or confrontational atmosphere can be avoided. People may be concerned with giving the ‘wrong answer’ and getting in trouble especially if they are concerned that their job will be eliminated. Be aware of the group dynamics and adjust your approach accordingly. If you sense information is being withheld or manipulated, set up another meeting with the individual.
Send questions out ahead of time. This will prevent people from feeling put on the spot and allow them to think through their answers to provide more accurate and detailed information. Ask them to bring samples of forms and other documents used.
Be respectful of people’s time. Control the flow of the meeting by having well-prepared questions, ensuring you have the right participants, and keeping people on target but allowing them to fully answer the question. Follow the rules for an effective meeting.
Use real scenarios. Make some of your questions in the form of scenarios and document how it would be handled. This may include demonstrating the tools used to complete the process. Ask for copies of training material or user manuals.
Process improvement: A Case Study in Revenue Generation Process Improvement
By: Sherri Adame, Senior Business Systems Analyst, Baxter Healthcare
Monday November 7, 2005
The case study identified a five-step plan was created:
- Identify the difficult business process
- Determine process improvements
- Identify and assign process owners
- Implement quick hits to improve processes
- Develop a plan for continuing process review
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