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Case Management Thought Leader Summit

Case Management Thought Leader Summit. Keith Swenson Technical Committee Chairman WfMC Vice President of R&D Fujitsu Computer Systems. Thank You. Arranged by WfMC Founded in 1993, is the Longest Standing Standards Body in the BPM arena

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Case Management Thought Leader Summit

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  1. Case ManagementThought LeaderSummit Keith Swenson Technical Committee Chairman WfMC Vice President of R&D Fujitsu Computer Systems

  2. Thank You • Arranged by WfMC • Founded in 1993, is the Longest Standing Standards Body in the BPM arena • The ONLY Standards Body Focused Exclusively on Process Technology • Approximately 300 Members Across Software, Financial Services, Healthcare, Government, Telecom, IT Services and Other Industries • Sponsored by TIBCO • Provided meeting space and lunches • Everyone who participates

  3. Setting • There is an area of human work which is not predictable, and yet has recurring patterns. • Technology exists that is useful to support such work. • This subject should be defined by thought leaders, not simply the vendor with the largest marketing budget. • In order to form a healthy marketplace for such products, we aim to • Clarify the concepts that define this area, so that existing products can be accurately identified. • Reduce the confusion that potential consumers might have. • Work together to make the marketplace safe for consumers to be informed of what they are getting, and how they should expect it to be effective. • Currently no organization that has taken this as its goal • We aim to found a new group to carry this work forward.

  4. Goals (1) Definition & Terms (2) Product Requirements (3) Determine the Best Name (4) Reference Model – Notional Architecture (5) Home, Body of Knowledge (6) Technical Stds & Modeling (7) Training and Market Education Near Term Long Term

  5. Guidelines • No customer sales pitches. • No show and tell. • A “specific approach” should be discussed only as it reflects the approach that all products must take. • No secrets. • Intellectual property that you wish to retain exclusive use of must remain out of the meeting. All results of the meeting will be published with a Creative Commons free distribution license. Attendees must assure that all contributions they make are compatible with this goal. • if you're a "customer", • automatic pass to discuss what you want; • if you're a "vendor" • discuss these issues at large that are common across the market, and not about a specific details of your unique approach. • Every attendee will be invited to present a "Position Statement". Participants can speak for a few minutes on their position if they wish.

  6. Process Support for… • What does that mean? Knowledge Workers

  7. Value Knowledge Worker Processes Less Predictable Human Production Processes System to system Processes More Predictable

  8. Collaboration Intensity Source: Roeland Loggen, CapGemini

  9. Knowledge Workers • Thinking for a Living • Tom Davenport • 2005

  10. Definition • Knowledge workers have a high degree of expertise, and the primary purpose of their jobs involves the creation, distribution, or application of knowledge • They don’t necessarily have to work in knowledge intensive industries. • Is a matter of degree and interpretation From: Thinking for a Living

  11. Different Types of Knowledge Work From: Thinking for a Living

  12. What do we know about K-Workers? • Hard to define their processes. • Good reasons for what they do. • Don’t presume Some steps are unnecessary, • They Like Autonomy • They don’t like being told what to do. • Need some say in how they do things • Value knowledge, don’t share it easily. From: Thinking for a Living

  13. Different Dimensions of K-Worker Variance • Knowledge Activity • Find, Create, Package, Distribute • Type of Idea - Big or Small • Cost & Scale – • Process Attributes • Business Criticality • Mobility • Intel Classified 5 kinds of Knowledge Workers • Functionalists • Cube Captains • Nomads • Global Collaborators • Tech Individualists From: Thinking for a Living

  14. John Matthias - NCSC • NCSC is the organization courts turn to for authoritative knowledge and information, because its efforts are directed by collaborative work with the Conference of Chief Justices, the Conference of State Court Administrators, and other associations of judicial leaders. • All of NCSC's services — research, information services, education, consulting — are focused on helping courts plan, make decisions, and implement improvements that save time and money, while ensuring judicial administration that supports fair and impartial decision making.

  15. Definition of Case Management • Case Management is the management of long-lived collaborative processes that coordinate knowledge, content, correspondence and resources to progress a case to achieve a particular goal; where the path of execution cannot be predetermined in advance of execution; where human judgment is required to determine how the end goal be achieved; and where the state of a case can be altered by external out-of-band events. Attributed to Michael White, 2009

  16. Agenda • Welcome and Introductions • Initial Overview of Topic • Presentations • Henk de Man • Dana Khoyi • Position Statement Presentations-- Lunch – • Terms, Definitions • Requirements Brainstorming • Future Plans

  17. Process Thought Leadership

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