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Ovum - HandySoft BizFlow Plus v12.0 Technology Audit

HandySoft's BizFlow Plus is a business process management suite (BPMS) solution optimized for operational flexibility with a large installed base in both government and commercial sectors. Enabling inflight unplanned changes to the process flow and other process elements is the solution's greatest strength, and BizFlow's niche within the BPM market concerns processes with a large human task component. The latest release, BizFlow Plus v12.0, introduces Quick Process, a lightweight processautomation solution suitable for processes that are currently managed only via email and spreadsheets. Overall, BizFlow Plus is a wellrounded, well tested BPM solution suite from a vendor with many years in the enterprise software market.

Table of Contents:
Catalyst
-Key Findings
-Recommendations
-Value Proposition
-Solution Analysis
--Core BPM
--Quick Process
-Go-to-Market Strategy
-Deployment
-Key Facts

Reference Code: EI015000006
Publication Date: 03 Dec 2012
Author: Somak Roy

Vendor Snapshot: HandySoft Whips Unstructured Processes Into Shape

"The cat’s out of the bag: Business processes are not always as structured and straightforward as you’ve been led to believe. Although the majority of business processes are structured and capable of being managed in a typical business process management (BPM) suite, many business process and applications (BP&A) pros are waking up to the fact that some parts of business processes are messy and dynamic — falling outside the bucket of what most BPM suites can model or track. HandySoft, a pioneer in the BPM arena, developed its OfficeEngine platform to handle chaotic processes that don’t fit neatly into structured, sequential steps. New Lean tools like OfficeEngine are poised to deliver BPM to the masses by empowering business users to develop and deploy simple departmental processes that can be improved over time."

HandySoft OfficeEngine has built an impressive following in the public sector, with more than 20 different US government agencies using the platform. Many of these agencies wield OfficeEngine as a critical tool for tracking time-sensitive tasks that can’t afford to be buried in email — sort of like a
“CYA” tool, to make sure no one drops the ball. Business stakeholders we spoke with also appreciated the fact that OfficeEngine requires minimal support from IT, with processes being deployed in days rather than months. Of the customer references provided, the most common use cases included:

· Correspondence tracking. US government agencies continue to grapple with mountains of official correspondence, in the form of White House requests, congressional inquiry, and citizen requests. If agencies fail to respond in a timely manner, congressional inquiries can sometimes
result in an agency head being called to testify before Congress. Many agencies, such as the Nuclear Regulatory Commission (NRC), have turned to BPM to track critical correspondence and tasks that require an official response or action. NRC built its Electronic Document and Action Tracking System (EDATS )solution with OfficeEngine as the foundation for dynamic tasking and ad hoc routing. With this approach, NRC gained greater visibility into progress on responding to incoming correspondence.

· Ad hoc case management. South Australia’s Department of The Premier and Cabinet combined OfficeEngine with HandySoft’s flagship product — BizFlow — to create an ad hoc case management solution, called Electronic Cabinet Online (ECO). The ECO project focused on building a solution for the department’s semistructured new policy and legislative review process. BizFlow was used for the high-level routing required by the process, in essence,
sketching out the start point, key steps, and end points of the process. As the high-level process executes, OfficeEngine allows users to add new tasks, data objects, documents, and processes to the case in real time, after the process is already underway.

· Business empowerment. BPM projects often demand lengthy process discovery periods and sophisticated technical language. Even minor changes in typical process workflows can require significant IT support — at a minimum, these changes require business to get the nod of approval from IT. With slashed IT budgets, CIOs are turning to tools that empower the business to build simple workflow applications that address departmental process challenges.4 Customers we spoke with pointed out that tech-savvy business analysts or end users didn’t need to learn new modeling techniques or scripting to get started. They simply needed to learn the basics of configuring and deploying a new process — which only involved point-and-click activities.

Bloor Research Review: BizFlow Plus v12 hits the ground running

The first thing to say about BizFlow Plus V12 has nothing to do with the product per se but more about what HandySoft see as the needs of its customers and prospects. Businesses and government organisations have to be more agile; responding quickly to changes in the marketplace. There is real movement towards the idea of event-driven business models. This requires a real understanding of triggers, rules, roles as well as the types of process involved. So the first point that struck me in my briefing was this statement: “Our focus is on solving high impact, complex human centric business challenges through:
• Accelerating complex solution delivery to the speed of business;
• Radically reducing development life-cycle time and cost;
• Creating intuitive, flexible and inviting solutions that users embrace; and
• Enabling user self-service, whilst reducing the burden on business analysts, developers and IT.”
Great! Here is a vendor understanding the business world and the need for process software that can handle these needs.

Simon Holloway
Bloor Research

U.S. Department of Energy
Case Study: Premier Pensions

Started in 2003 as a consulting business specializing in pension scheme management, Premier Pensions Management Ltd today provides third party administration, actuarial and trustee
services, and financial planning and wealth management. The company distinguishes itself with exceptional quality at the most competitive rates.

In order to solidify its position as the highest quality provider in the pension industry, Premier decided that it needed become more proactive in offering advice and quicker at responding to
customer inquiries. This objective of improved customer service and faster overall performance naturally lent itself to process automation.

Gartner 2009 BPM Excellence Award Winner - Nuclear Regulatory Commission

Vision

The increased need for security and incident response following the events surrounding 9/11 significantly heightened citizen sensitivity to US nuclear operations. The NRC Office of the Executive Director for Operations experienced a significant increase in correspondence. The EDO Assistant for Operations (AO) knew that the changed landscape would require a different, more streamlined approach to correspondence and action tracking. Acting swiftly, the AO created a task force to analyze existing challenges and make recommendations for how to approach the new frontier of post-9/11 action tracking.

Prior to the push for change, NRC task-related initiatives were managed by approximately 35 independent tracking systems, each having their own methodology and logic for tracking submitted ticket items and/or tasks. Unfortunately, this autonomy meant that as one particular ticket item made its way through the completion process it would be assigned an independent work item number from each NRC branch touching the deliverable. Adding to the confusion, this out-dated management system did not allow for accurate association of the various ticket numbers assigned to one task. Visibility into task status – who was assigned, were they working on it, had collaboration efforts occurred and with whom, what was the deadline – was minimal to nil.

Along with this crippling lack of visibility, was the troubling matter that existing systems were not based on common standards and offered no consistency in work item number designation. Depending on which NRC office and which tracking system being used the assigned work item number could consist of a variety of components, all different from what was or may be used within the next office handling the same work item. This same level of inconsistency was seen within the type of information gathered across offices. For instance, Office A may provide an in-depth description of ‘who’, ‘what’, ‘where’, and ‘how’; while counterparts in Office B may only detail the ‘what’ and ‘where’ of the same task at hand. Any attempt at compiling a full process completion report – that incorporated activities running across several offices – provided partial data, riddled with information gaps.

System rigidity also added labor-intensive steps to action tracking. Traditionally, application workflows had been hard-wired to specific titles and/or staff members. They could not easily accommodate structural changes within the agency or fluctuations in staff assignment. Changes to the system required hefty monetary outlays for consulting services, surprisingly reaching thousands of dollars for simple adjustments, such as acronym changes.

In order to successfully manage the large number of tasks involved with its day-to-day and long-term program initiatives, the NRC needed to move beyond the serial and static to gain a pictorial view of its multi-office, parallel-running tasks. In effect, what was needed was visibility of the cumulative processes running across the various branches. Thus, the agency sought out a solutions provider that could address its key challenges with a cost-effective, comprehensive process automation application.

Core objectives included:
• Business - One consistent and comprehensive way to track actions
• IT - One Agency-Wide Tracking System to support organizational policy of one standardized tracking process

Expected results included:
• Increased efficiency
o Eliminate duplicate data entry
o Eliminate opportunity for errors
o Train administrative staff once
o Enable Real-time monitoring for status checks
o Send Notifications to ensure against missing deadlines
o Create audit reports in minutes
• Lower overhead
o One system to support and maintain
o One set of user materials and training documents
• Ensured compliance
o Review process of work products throughout NRC

First American Property and Casualty Insurance Group
Federal Motor Carrier Safety Administration
Fresno State University
Department of Health and Human Services

As part of its Workforce Restructuring Plan, the Department of Health and Human Services (HHS) created the Enterprise Workflow Information Tracking System (EWITS). The BizFlow®-based EWITS application will be used for all HR recruiting activities. EWITS integrates BizFlow with PeopleSoft HRMS, Monster Government Solutions' QuickHire, and other applications to create a seamless recruiting process infrastructure. Applying BizFlow was estimated to be 47% less costly than modifying the legacy HR management systems and could be implemented a year sooner. Additional reasons to go with BizFlow versus upgrading the legacy system include easier customization and transportability to other HR management systems. One result of the effort was OMB's decision to name HHS as one of five Federal Government LOB Shared Service Centers for Human Resources.

Jardine Lloyd Thompson

JLT EB accomplished its goals of increased revenues with lower costs with continual investment in BizFlow BPM. JLT EB has used BPM to streamline >200 processes. From an ROI standpoint, this work has provided a key business component, contributing to JLT EB’s growth in trading profit by 50% in the last financial year. Revenue growth is enabled by more flexible solutions that can be highly tailored to internal client needs as well as end-customer engagements. JLT was named the winner of WFMC 2011 Gold Prize for BPM Excellence.

Premier Pensions Management Ltd
SSQ Financial Group
Touchstone Health

Touchstone Health automated their Appeals and Grievances process that greatly improved the productivity of the company’s knowledge workers and ensured compliance to regulatory requirements. Touchstone saved over 400 hours of manual work a year and had exponential gains in in productivity, visibility and reporting. This case study was recently named finalist for the WfMC Adaptive Case Management Awards.

Case Study: Naval Special Warfare Government Purchase Card Process

NSWG4's award winning automated purchase card system went live within six months and reduced ordering cycle time from over 6 days to less than 3, created 100% auditability, and freed up 6.3 man-years.

Case Study: South Australia Dept of the Premier and Cabinet

Based in Adelaide, the Department of the Premier and Cabinet (DPC) is the principal government agency in South Australia, a state with about 1.5 million people. Cabinet Office, a division of DPC, supports the implementation of South Australia’s Strategic Plan, coordinates and advises on policy development, and has overarching responsibility for federal-state relations. In preparing Cabinet Submissions and Notes and the associated policy briefings for the Premier and Ministers, Cabinet Office handled a massive amount of paper. For example, thirty (30) copies of a normal Cabinet Submission were required, together with the original, in a Cabinet Submission file cover. Twenty-three (23) copies in the case of a Cabinet Note. This paper circulation caused missed deadlines and security breaches. DPC issued a tender for a “Electronic Cabinet Online (ECO) Project” to develop a system creating a paperless environment for Cabinet proceedings. DCP selected BizFlow® BPM and OfficeEngine™ from HandySoft as the foundation for the ECO Project. Now all policy development and case management for 40,000 government employees runs through BizFlow.

Case Study: Department of Labor - Grant Management

The Department of Labor’s Employment and Training Administration (ETA) started developing grant modules to automate many of the tasks required to initiate, review, execute and close grants. By 2004, DOL realized that although it had automated many aspects of the grant process, there were still many manual, paper-driven steps. There was no one holistic approach or one all encompassing fabric for grants management. In order to meet the PMA as well as Office of Management and Budget directives on grant making, DOL created the e-Grants project to tackle the issue. Using BizFlow DOL will streamline all types of grants, including discretionary, sole source, non-competitive, and earmarked through the pre-award, award, post-award, and close-out.

Case Study: Cambrian Credit Union

Learn how Cambrian Credit Union used BizFlow to increase their loan-processing capacity by nearly 600%; reduce cost, error rate and processing time; and enable the sales staff to devote more of their attention to customer service and satisfaction. The result: Cambrian offers mortgage rates at a full 1% less than their competitors, and is one of the fastest-growing credit unions in Canada.

Case Study: Landesbank Berlin AG

Landesbank Berlin AG (LBB AG) has its roots in Berliner Sparkasse, which dates back to 1818, and is still an important part of the bank. LBB AG is the universal bank with more than 6,700 employees headquartered in the German capital. In 2006, LBB reported earnings after taxes of EUR 685 million. LBB will use BizFlow® to create a process-driven organization and to streamline trade floor operations. They followed a Six Sigma approach while plugging BizFlow® into a Service Oriented Architecture. Andre Helbig, BPM project manager, explains, “We chose BizFlow® for many reasons. One strength of the tool is that all the BPM components - forms designer, process modeler, business rules engine, activity monitoring - are integrated in one tool. As a result, we don’t have to deal with several different applications. We get one tool to learn, use and maintain. In addition, BizFlow® delivers documentation in both German and English, important for a German bank with global operations.”

Case Study: NRC and Correspondence Tracking

The Nuclear Regulatory Commission (NRC) presides over the policy management and enforcement of nuclear material regulation for both commercial and government entities. In a post 9/11 world the need for a fast, secure correspondence tracking solution is paramount for the NRC to manage the full spectrum of program initiatives across its many agencies. The BizFlow® powered EDATS solution has provided increased visibility, greater system flexibility, and heightened accountability reducing cycle times and strain on agency resources. EDATS has revolutionized correspondence tracking and processing at the NRC allowing the various agencies to work in concert bridging disparate systems and processes to achieve a robust, agile platform.

Case Study: Air Force Medical Services

As the "HMO that goes to war," The United States Air Force Medical Service (AFMS) employs more than 40,000 full-time officers, civilians, and enlisted personnel plus an additional 20,000 members of the Air Force Reserves and Air National Guard. AFMS has a budget of $6.9 billion and runs 75 hospitals and clinics providing care to more than 2.6 million beneficiaries during both peacetime and wartime. AFMS selected BizFlow to create an "Correspondence and Tracking" application known as SG/TASK. Says Lt. Colonel Whitlock, "we use SG/TASK to track all sorts of questions, issues, and tasks, but perhaps the best example is the coordination of policies and procedures. Consider our Aeromedical Evacuation mission. The US military operates in very remote locations. When an airman or soldier is critically injured overseas, an incredibly complex process is required to treat and evacuate them back to definitive care in the United States. Patients literally have their own personal Intensive Care Unit strapped to their stretcher. Just imagine who is involved - medical and surgical services, logistics, training, legal, finance, etc. SG/TASK was created so that personnel across the Air Force Surgeon General’s staff could quickly coordinate policies while never losing visibility into the task at hand."

Case Study: SRA International, Inc

SRA International, Inc. (NYSE: SRX) is a leading provider of technology and strategic consulting services to clients in national security, civil government, and health care and public health. The company's 5,100 employees serve over 275 U.S. government clients on over 900 active engagements. Fiscal year 2006 revenue was nearly $1.2 billion. SRA uses BizFlow for streamlining financial processes such as subcontractor and customer invoicing. The case study also touches on the use of a WIKI for online training and support.

Case Study: SSQ Financial Group

With more than one million clients, 1250 employees, and $3 billion under management, SSQ Financial is one of Canada's largest financial institutions. SSQ uses BizFlow® for 10 business processes including policy change requests, correspondence tracking, and medical underwriting. Key benefits include increased productivity, improved management visibility, and accountability enforcement. The case study also shares lessons learned.

BizFlow and the Healthcare Industry (PDF 1.5M)
Case Study: Samsung Heavy Industries (Gold Winner, WARIA/WfMC 2005)

WARIA and WfMC awarded its 2005 Global Awards for Excellence in BPM and Workflow Gold Award for the Pacific Rim to Samsung Heavy Industries. SHI utilizes BizFlow to optimize their fabrication management process, enabling employees to manage and monitor the priority and status of various business processes in real-time. Read this case study to learn how Samsung Heavy Industries realized an annual cost savings of $4.4 million with their BPM initiatives.

Case Study: Abu Dhabi Chamber of Commerce & Industry

For more than 40 years, the Abu Dhabi Chamber of Commerce & Industry (ADCCI) has served as the doorway to business growth and development in the Abu Dhabi Emirate of the United Arab Emirates. In 2006, ADCCI realized that the process to developing and approving strategic goals resulted in a correspondence and action tracking nightmare. Ensuring that each sector and their corresponding departments received assignments and properly executed tasks on-time proved extremely difficult. ADCCI worked with Clientsoft, a management consulting and IT solutions company, to use BizFlow® BPMS to create a new Correspondence and Action Tracking System. BizFlow is the hub for all strategic planning processes.

Case Study: Continental Automotive Systems

More than 500 Project Managers, Planners, and Engineers use BizFlow on a daily basis to create and manage procurement orders, engineering test orders, R&D processes, and vacation requests.

BizFlow for SharePoint Product Sheet

Enterprise Business Process Management Solutions

BizFlow OfficeEngine’s Integration with Microsoft SharePoint Product Sheet

One of BizFlow’s unique capabilities for OfficeEngine, is its integration with Microsoft Office and SharePoint. It’s ready to use “out-of-the-box” dynamic tasking capabilities, facilitates social and collaborative interactions across the enterprise to get work done!

BizFlow and Six Sigma

Learn how BizFlow can help remove barriers to Six Sigma success by automating work, enforcing best practices, getting real-time data, and reducing learning curves. Get the results and ROI you expect from your Six Sigma initiatives by rolling out improved processes faster and more effectively.

HandySoft: Correspondence and Action Tracking Solutions

HandySoft provides government and commercial organizations with out of the boxes action tracking solutions that guarantees complete visibility into task status and deadlines, supports dynamic collaboration, and handles all attachments.

HandySoft Corporate Brochure

Discover HandySoft Global Corporation. Delivering Productive Processes . . . Faster.

Solution: Succession Planning for the Government

The Federal Government is facing an impending crisis from “brain drain.” The culprit: retirement. The solution: Plexus Scientific and HandySoft Global have created the first process-driven solution framework for succession planning.

HandySoft OfficeEngine™ Product Sheet

HandySoft OfficeEngine™ breaks email paralysis and creates a middle ground between structure and flexibility. Whereas traditional BPM provides structured workflow to route tasks through multiple parties and approvals to completion, it is too rigid to accommodate the dynamic nature of today's business environment. In contrast, email provides knowledge workers complete flexibility, but executives and managers lose visibility and control of work as it is sub-delegated to others for execution. Enter OfficeEngine™.

BizFlow® Performance Tuning Fact Sheet

Are you getting the most out of your BizFlow® investment? Oftentimes, organizations purchase applications for a specific purpose, but they may only be tapping into a small portion of the application’s robust capabilities. If you’d like to discover new ways to drive operational effectiveness and process optimization, then the BizFlow® Performance Tuning offering is for you.

BizFlow® for Healthcare

Healthcare providers are looking to drive down costs, improve patient care, and achieve steady returns on existing investments. HandySoft’s BPM solution, BizFlow is designed to achieve exactly these things while providing greater visibility into processes, optimization of workflow, and proof of regulatory compliance.

BizFlow enables healthcare providers to model their processes in a zero-coding environment. Without the hassle of coding, these healthcare professionals can leverage their professional knowledge of their workflows to model their processes. Additionally, they can benefit from BizFlow’s capability for continual process optimization in these processes.

Unique to HandySoft among BPM providers, BizFlow allows users to collaborate on processes and tasks through OfficeEngine. This dynamic BPM tool empowers users with greater collaboration with all the benefits of a BPM solution (deadlines, alerts, and visibility) with the agility of email.

BizFlow for Internal Control Compliance

With HandySoft's BizFlow Compliance Solution, companies can establish a sustainable compliance process, reducing time and costs associated with compliance efforts while minimizing the cost of audits.

BizFlow for Management of Change (Share Point 2M)

"BizFlow is great for streamlining not only Management of Change, but additional processes such as Incident Investigation, PHA Action Tracking, Engineering requests, and Expenditure Authorizations" (Bill Webking, M&H Energy Services)

BizFlow® Solution Lifecycle Workshop Fact Sheet

HandySoft has designed a BizFlow® Solution Life Cycle Workshop to help organization more effectively define, deploy and manage their BizFlow® implementation. The Life Cycle Workshop provides a step-by-step blueprint to ramp up your process initiatives using real-world examples illustrating critical success factors for a successful Business Process Management engagement.

BizFlow® Implementation Improvement Review

HandySoft’s Bizflow® Implementation Review is designed to help you avoid implementation pitfalls and realize faster returns on your BPM investment.

BizFlow for Accounts Payables & Invoicing

HandySoft provides BizFlow® AP Accelerator to more effectively and efficiently manage account payable processes. The whole solution combines BizFlow® with scanning, imaging, and data management systems.

Bringing Dynamic BPM to Financial Services
28 July 2011
How the Business Analyst can Succeed in a BPM World: Creating High Caliber Business Processes
05 May 2011
How the Business Analyst can Succeed in a BPM World: Creating High Caliber Business Processes
28 April 2011
HR Management Demo
17 August 2010
California State Water Resources Control Board: eTimesheets through BPM
06 July 2010
Webinar Replay: Streamlined Acquisition through Req Validation Collaboration
29 March 2010
BizFlow® Compliance Series: Part Two
01 March 2010
BizFlow® Compliance Series: Part One
01 March 2010
Vornado, A Dozen Processes Later
18 November 2009
BPM for Management of Change, Getting it Done Right to Do More
10 November 2009

Pages

The Intellectual Capital Crisis in Government

Government organizations have had a difficult time managing their intellectual capital. For the Federal Government, and many state and local government agencies, this challenge is exacerbated by retiring professionals, shifting workforce demographics, changing employee expectations, and a rapidly changing, complex world. In light of these dynamics, to effectively train and equip future leaders, organizations must address capturing and distributing employees’ intrinsic knowledge and experiences.

Microsoft Workflow Foundation, SharePoint Workflow Designer and HandySoft BizFlow® BPM: Product Differences and Synergies.

With the release of Microsoft Windows Workflow Foundation (WWF), many organizations have asked HandySoft about the difference between this new Microsoft product and a Business Process Management (BPM) product such as BizFlow®. This whitepaper compares and contrasts Microsoft WWF with BizFlow® BPM. In it we shall illustrate that SharePoint Workflow Designer and BizFlow-based BPM solutions are markedly different as well as complementary. Rather than comparing the two, organizations should consider how WWF in conjunction with BizFlow® can be used to make more powerful workflow and process-driven solutions.

Dynamic BPM – The Value of Embedding Process into Dynamic Work Activities (A Comparison between BPM and Email)

Although today’s BPM solutions automate and optimize structured business processes exceptionally well, industry experts agree that only 20% of the work performed by employees each day adheres to a structured process. The other 80% of an employee’s work is unstructured or completely dynamic. Including Dynamic BPM into the overall BPM paradigm transforms what was once a series of peer-to-peer emails into a single, centralized dashboard. Dynamic BPM clearly illustrates the origins and objectives of each task with a step-by-step snapshot of the task from inception to completion. The monitoring power of BPM provides a centralized pictorial view of the tasker that includes all individuals involved, all comments and collaboration, all attachments and all status information.

Section 508 VPAT for BizFlow

Section 508 VPAT for BizFlow

The following VPAT document describes how the accessibility features of BizFlow products help federal agencies address the requirements of Section 508 Standards.

A Voluntary Product Accessibility Template, or VPAT, is a standardized form developed by the Information Technology Industry Council to show how a software product meets key regulations of Section 508 of the Rehabilitation Act.

The act requires all agencies and departments of the U.S. federal government to make electronic information and technology accessible to federal employees and members of the public with disabilities.

Our Commitment to Accessibility

BizFlow has been adopted by many U.S. federal government agencies fulfilling their Section 508 standards and requirements. International organizations and governments in the global community who are committed to web accessibility initiatives have selected BizFlow as their first choice to meet their accessibility requirements.

BizFlow takes a strategic approach to accessibility by focusing on integrating accessibility into product planning, research and development, product development, and testing.

BizFlow encourages its technology implementation and partners to create the broader ecosystem of solutions for people with disabilities and to drive down the cost and complexity of building accessible solutions.

Los pilares de éxito para implementaciones BPM

Business Process Management (BPM) podría ser definido como:

• Una filosofía de la administración empresarial con énfasis en innovación y optimización. A través de mejoras en la visibilidad operativa, controles gerenciales y colaboración a tanto a nivel departamental como individual, así como el cumplimiento con las políticas de la organización.
• Una metodología de definición, ejecución y apoyo al cambio organizacional.
• Un conjunto de herramientas que centralizan y optimizan este cambio a través del descubrimiento, diseño, la automatización y el análisis de los procesos.

Cada definición juega un rol importante en el éxito de un proyecto BPM. Así, el éxito de cada aplicación basada en BPM es una combinación de un compromiso ejecutivo (filosofía), de la adecuada administración y gestión de proyectos, del uso de una buena metodología de desarrollo e implementación de software, aprovechando la innovación (en la plataforma de BPM) y – lo más importante – el talento humano.

Relaciones de éxito en BPM

Para que los ejecutivos de la empresa realmente estén comprometidos con la iniciativa BPM, estos tendrán que entender 1) la importancia de BPM para la reducción de los costos operativos, la mejora de los servicios y el alineamiento de la corporación a sus políticas existentes, y 2) concebir que la realización de las metas de un proyecto BPM es un producto de los factores talento humano y herramientas tecnológicas.

Existe mucha evidencia de proyectos de BPM que logran que se alcance la recuperación de la inversión y la generación de ganancias – así como muestran los siguientes ejemplos:

- Touchstone Health – Con la automatización de los reclamos se logró recortar los costos operativos anuales un 30%.
- Jardine Lloyd Thompson – La centralización y administración de todos los procesos de beneficios a los empleados ayudó en reducir los costos operativos de la empresa por más de USD 3MI, contribuyendo significativamente al aumento de sus beneficios por el 50% en el 2010.
- U.S. Navy – Transformando sus procesos de micro compras vía tarjetas de crédito, se logró una reducción del ciclo de vida de los trámites asociados de 3.2 días. También se redujeron los defectos contractuales en un 30%, traduciéndose en un retorno de inversión total de este proyecto BPM del 400%.
- Samsung – Aumentando el control sobre la administración de sus contratos, Samsung logró reducir sus costos anteriormente asociados a la administración por USD 845K, los costos de la selección de materiales por USD 338K, y aumentar sus volúmenes de producción por USD 2.5MI.
- U.S. Dept of Energy – Consolidando sus procesos de garantías de préstamos, se lograron reducir los tiempos de las evaluaciones un 65% y alcanzar ahorros en costos operativos por más de USD 2MI.

Para poder alcanzar el éxito, como en estos ejemplos de proyectos BPM, los ejecutivos de las empresas involucradas requieren de garantías internas. De manera que sus recursos humanos participantes y sus herramientas tecnológicas seleccionadas para la ejecución de iniciativas BPM podrán cumplir con las exigencias de este tipo de iniciativas. Los miembros de los equipos de trabajo deben de contar con metodologías y con las herramientas BPM adecuadas. Así, los integrantes deben estar calificados tanto en el uso de las herramientas técnicas como en el funcionamiento integral del proceso. Esta preparación a su vez requiere mucho más que una sesión de entrenamiento. Se requiere de un esfuerzo continuo en el entrenamiento y la adquisición del talento humano (las personas correctas) y el know-how (mejores prácticas). Reflejando las múltiples facetas de BPM, así también los miembros de los equipos de trabajo asociados deben de contar con conocimientos y experiencias en la administración de proyectos, el análisis de negocios, la creación de diseños técnicos y el desarrollo e implementación de aplicaciones como tales.

Adicionalmente, los conceptos de BPM pueden ser aplicados para cualquier tipo de proceso. Aunque las soluciones de BPM de la actualidad satisfacen con gran eficiencia y efectividad las necesidades de procesos transaccionales, regidos y altamente estructurados, expertos de la industria estiman que solo el 20% de los trabajos realizados por empleados de una empresa promedia corresponden a procesos bien definidos. El 80% restante de este trabajo está estructurado por proyectos, entregables y metas puntuales. Para maximizar el retorno de inversión derivado de proyectos BPM, tanto los miembros de los equipos como las herramientas tecnológicas tienen que poder adaptarse a todos estos diferentes escenarios de procesos.

Escala de tipos de procesos

BPM puede ser de alcance muy fácil y directo. A la vez – una implementación BPM puede ser altamente compleja, conllevando múltiples integraciones, escenarios de flujos de trabajo, monitoreando cientos de indicadores de gestión, procesando miles de incidentes cada hora. En esencia – una instalación BPM puede abarcar toda la cadena de valor de la empresa. No hay margen para errores.

Nosotros en HandySoft reconocemos la importancia de la combinación del talento humano, metodología de trabajo y herramientas tecnológicas para lograr el cumplimiento de las metas estratégicas de su compañía y para alcanzar una automatización verdaderamente horizontal, cubriendo todas las áreas de la empresa.

BizFlow for Higher Education Video
BizFlow and SharePoint Video
Webinar: How the Business Analyst can Succeed in a BPM World
OfficeEngine Together With SharePoint: Policy Input and Reviews Video
Dynamic Tasking and Action Tracking Video
BizFlow Webmaker Forms Video
Dynamic Processes and Collaboration Video
Bizflow Advanced Reporting Video
Gristedes Webinar
Technology Innovation
Talent Development

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