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Beyond "simple" BPM1

 

  

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Business Process Management (BPM) is a natural and holistic management approach to operating business that produces a highly efficient, agile, innovative, and adaptive organization that far exceeds that achievable through traditional management approaches.

Steve Towers, BPMG.org

Easy to say, but getting to that organizational state has become big business and we seem to be in a situation where a large number of companies are pushing in one limited direction. This is starting to subvert the original intent and creates the potential for failure – a failure based on the idea that the end game is simply one of more I.T. applications.

Most of the vendor (hoped for) opportunity is for newly implemented I.T. systems. This allows for multiple chances for the introduction of other services such as SOA and enterprise this and enterprise that. The competition for I.T. dollars is however getting more and more intense and (as usual) relying on an expectation of implementing an I.T. application takes away from much of the potential benefit of BPM.

This pressure for new systems overshadows the multiple business opportunities for innovation and productivity that is available from the initial steps associated with BPM. The simple to use (and in many cases free) diagramming tools that are the front end of Business Process Management system create much of the potential. While BPMG and others spend much effort in promoting the concept (and there are more and more success stories associated with the introduction of BPM) the hoped for dividend is not yet what was (and could be) expected.

The use of BPM and building Business Models and working with the business users should be to determine if improvements could be made to:

  • Process

  • Workflow

  • Organizational Structure

  • Operating Procedures

  • Business Rules

  • Decision Support

  • Project Management

  • before using the Process Models to generate new Information Systems.

    Standard tools encourage the illusion of progress associated with activity; and in this case the activity of capturing workflow. So what is wrong with workflow? It’s quite simple when you think about it; most workflow follows the old "cow path" and most workflow products assume that work moves from one resource to another. A user simply enters the details, another individual approves it. But business doesn’t work like that.

    This flawed thinking is probably the main reason why workflow (and why simple workflow based BPM) is never quite the success most people think it should be; the resultant solutions are just the low hanging fruit (that should have been dealt with long ago) but the majority of processes are unsuited to this way of working. "Paradoxically, it is the exact reason why BPM is so suited to the world of SOA and systems to systems processes".

    A quick reminder of what BPM stands for – Business Process Management. For Business Processes a fast summarization might be:

    We can manage a Process when:

    We Agree On what Processes are
    We Know

    How the Processes interact

    What each Process delivers

    How each Process produces its deliverables

    What skills are required for each deliverable

    How well each Process performs

    We Can

    Measure effectively

    and

    Manage these facts

    We Have An owner for each Process

    A rigid approach to systems processes is essential but where people are concerned; the name of the game is flexibility. So what’s next – what is beyond simple BPM? Process based technology that understands the needs of people and supports the inherent "spontaneity" of the human mind in a potential paradigm shift known as "Knowledge Intensive Business Process" (KIBP).

    This is somewhat different from Workflow or BPM as we know it since the focus is on the work not the process. The underlying objective of the process is still of vital importance, indeed it provides the underlying bedrock of getting tasks completed – but these processes are much more complex, ad-hoc, enduring and important to the business. They are contracted processes as opposed to coordinated or controlled processes as provided by Workflow and BPM solutions.

    Although we have to deal with the unexpected this is not about using a set of tools to deal with every (un) anticipated business outcome or rule; we are talking about the management of interaction that takes place between individuals and groups which cannot be predicted but are usually encapsulated in a context, or series of contexts, associated with a domain of interest.

    Today’s BPM solutions are still very "production centric" – most organizations don’t work this way, at least not at the human level. The key differentiating factor of a KIBP handling environment is that it must have the ability to run multiple procedures against a given context of work— it is the context and subjectivity with the appropriate available content rather than the process itself that is used to support a work item. It is the content in context that is the key concept of this approach not the typically modeled process of moving of work from one resource to another.

    Processes tend to "unfold" rather than rely on design time decisions (but within the context of an overall framework). Clearly, the activities are related and knowledge frameworks follow typical patterns, but the process becomes the "recipe" for handling cases of a given type.

    BPM should be evolving from simple routing engines and forms packages that are designed to manage the flow of work, and handle controlled processes, to Process Management tools that act upon explicit interactions and effectively coordinate known processes to handle tacit interactions, case management and contracted processes.

    If newer and newer technology is going to bring about maturity in new-wave Knowledge Management (KM), the technology is going to have to get primarily focused on making management processes better, and only secondarily on making more and more spontaneous content sources continuously reachable. In a business, the purpose of KM is to integrate two processes, content management and work management, in order to improve the content of work!

    The user-community for knowledge is not homogenous, and it can be confidently separated into roles like managers, knowledge workers and line workers. In a business, these roles are distinct, are actually held to some standards of accountability, and a lot of what passes as "process" exists mainly to avoid having these roles waste time. These aren't per se "knowledge management" processes -- they're work management processes. Knowledge isn't supposed to be magical; it's supposed to be practical. How does it get that way?

    The appropriate aspect of concern to investigate is capacity development, not process development. That is, the availability of the right knowledge in the right circumstance is a different problem from the delivery of at-large knowledge supplies. Determining the "rightness" of the knowledge and of the circumstance is not about inherently "correct" content. Instead, it involves the use of models that connect expertise to outcomes, not just requestors to information.

    That effort needs to be systematic, but in the main conceptually so, not technologically. The biggest practical challenge is to shape a worker's analysis and judgment during a task, by exposing enough of a relevant model to present, guide and validate choices - while also capturing feedback on the effectiveness of the model's influence on the worker and on the outcome. The problem causing the challenge is that two unlike workers may be different primarily due to their respective individual mental models - which for starters may also differ from the common model being presented. The payoff comes when dissimilar workers use the same model to derive equally effective individual execution.

    This shows KIBP to be generally an opportunity to embed a consultative capability within the workflow of operations. In that way the capacity for effective knowledge usage is enhanced for all other aspects. KIBP's most significant difference is that it establishes an environment in which individual workers can more readily achieve their personal performance objectives. The key thing KIBP must give is an improved experience of managing their resources under pressure of corporate priorities.

    A second major principle is that leveraging knowledge requires structured interactions between knowledge providers and users. This is at minimum analogous to the existence of markets instead of merely supplies. For the "leverage" to occur, the user must be in a position to change something with the obtained knowledge. The value of the knowledge is logically associated with the value of the change, so the promotion of the knowledge is organized around that value of change.

    Those principles make it apparent that KIBP, as a business practice, should focus on two high-level outcomes: worker position and worker leverage. That is, if KIBP does not beneficially contribute to those two things, it is not really adding critical value to the environment or to the business. BPM must therefore move from its current position of simply being a series of nodes in a workflow to that of being a place and time where individuals can exploit their individual and corporate knowledge to create a competitive advantage. Without this, companies drift towards mediocrity based on process flows using common best practices associated with efficiency rather than effectiveness.

    [1] This paper draws heavily on other papers generated by Keith Harrison-Broninski of Role Modellers Inc. and Malcolm Ryder of Archestra. Their publications are highly recommended. 

    We acknowledge their insight and analysis which we have used to illustrate the direction we as a company are heading in the use of Knowledge Management and its applicability to a “better BPM”.

    [2] John Pike


     

     

     

     

     

                                 

     

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