SCOR Process Modeling Workshop

1. SCOR Process Modeling Workshop Understand how to capture and document your processes using the SCOR standard

2. Objectives • Understand the types of models • Learn how to collect process information • Learn how to document processes • Business scope • Geographic map • Thread diagram • Workflow • Hands-on documentation exercises

3. The What and Why of Modeling 'Modeling' has two major components: • Gathering process knowledge and • Presenting process knowledge Questions • What is the purpose of each? (i.e. why do you model?) • Have you modeled before? • Why? What did you use it for? • What types of models?

4. SCOR Supported Model Types

5. 1. Gathering Process Knowledge Tag-Yourself-To-An-Order;Proven technique to obtain generic process descriptions: • Follow the logical flow of an order through the process. • Each level 1 process has an order (except Plan): Customer order for Deliver, Production order for Make, Purchase order for Source and Return Authorization for Return. • For each order start with the process of order creation and follow the order and document each activity until the order is closed. • Similarly follow the steps of the planning cycles you encounter. • Finally cover any process you have missed so far; Use your SCOR list of processes as a check-list. Hint: To obtain generic descriptions for an end-to-end supply chain: Start with Plan, then Deliver, Make, Source.

6. 2. Presenting Process Knowledge It's all about the message • What is the problem you want to call out • Types of problems: Disconnects, redundancy, duplication, complexity, forced standardization Realize the impact of unintended interpretations by your audience • Color coding • Size • Direction • Read more • Edward R. Tufte wrote several books on how to convey information using color, size, direction and more. • Object Management Group maintains a standard for process notation. Documenting the graphical objects to describe aspects of workflow

7. What does this tell you? • The S process is orange = broken? • Red flows are broken? • Thicker arrows mean larger volume?

8. How about this? • Why is M2.2 bigger than the others? • Does M2.1 take place before or after M2.1? • Who does S1.4?

9. SCOR Supported Model Types

10. Business Scope Diagram – Template Defining scope: • State what is in scope • State what is NOT in scope Both are equally important

11. Business Scope Diagram Exercise • Select a line of business within your team • Agree on the scope • Complete the template • What is the value of this view? • Any alternatives? • Steps to create the Scope Diagram • Create/open the business scope diagram template • Identify and enter the customers of your project or organization • Identify and enter the key nodes within your project or organization • Identify and enter the suppliers of your project or organization • Optionally link the nodes to reflect material and/or information flows (using different color/stroke)

12. Geographic Map – Template 1 geographic context

13. Geographic Map – Template 2 geographic context

14. Geographic Map Exercise • Identify a supply chain within your team • Determine the complexity and message • Select template and draw the supply chain • What is the value of this view? • Steps to create the Geographic Map • Create geographic context (a.k.a. the map) • Draw and name your customers on the map • Identify the level 2 processes • List the level 2 processes in the customer node • Starting with your customers, repeat for each node: • Identify all supplying nodes • Draw and name these supplying nodes • Identify the level 2 processes • List the level 2 processes in each node • Draw the material flows (connecting arrows) • Repeat until you have included all your suppliers

15. Thread Diagram – Template

16. Thread Diagram Exercise • For the geo map from the previous exercise: • Transpose the geo map onto the thread diagram template • What is the value of the geo map vs. thread? • What type of issues and changes can you review with this view? • Steps to create a SCOR Thread Diagram • Create or open the thread diagram template • Repeat these steps for every relevant node on the geographic map: • Create a column (node) in the appropriate class • Create process representations for each node • Link the processes in the column (node) to represent the material flows • Link the processes to the previous node’s • Repeat until all relevant nodes have bee created • Optionally add information flows (using different color/stroke)

17. Workflow – Template

18. Workflow Diagram Exercises • For a specific level 2 process interview the process owner • Complete the Workflow template • What level did you need to pursue (3, 4 or 5)? • Did you need to drill down all processes equally deep? • Steps to create a SCOR Thread Diagram • Obtain generic descriptions (these are the words people use) • Map these generic descriptions to SCOR process IDs (normalize) • Create swimming lanes to reflect organizational boundaries • Create workflow with these SCOR processes • Add description to workflows to reflect inputs/outputs of the processes • Optionally add other relevant information

19. Example Workflow Steps 1 and 2 Steps to establish SCOR process models (workflows) • Obtain generic descriptions (this is what people describe) • Map the generic descriptions to SCOR process IDs (normalize) 1 2 OMS and SFCS are illustrative IT system names (order Management System and Shop Floor Control System)

20. Wrap Up and Recommendations • Four standard models to represent process • Business scope Diagram; Set boundaries • Geographic Diagram; Analyze material flows • Thread Diagram; Optimize process capabilities • Workflow Diagram; Develop robust processes • Before you document a process • Start with the strategic metrics • Drill down to the most detailed diagnostic metrics that display the problem • Identify the processes linked to these metrics – document these • Drill down the processes until you find the problem • Let the problem drive your modeling