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CAPTURE. TRANSFORM. PUBLISH. Welcome . Thank you for your interest in . . . Document Generation. SOP Express Benefits. Demonstration Q & A. Review and next steps. . Welcome and Introductions. About Princeton Center. Customers & Innovation. Process & Tool Compatibility. . . . .
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CAPTURE TRANSFORM PUBLISH Welcome Thank you for your interest in • Document Generation. • SOP Express Benefits. • Demonstration Q & A. • Review and next steps. • Welcome and Introductions. • About Princeton Center. • Customers & Innovation. • Process & Tool Compatibility.
About PCES CAPTURE TRANSFORM PUBLISH ELECTRONIC PERFORMANCE SUPPORT SYSTEMS Princeton Center for Education Services, Inc. (PCES), established in 1985 to improve and enhance the learning methods used in the development of computer-based learning models. Over the past 27 years PCES has designed and created a series of products aimed at improving the development of learning programs, training materials, and learning management, with emphasis on content reusability. EXPRESSTRAIN and SOP EXPRESS The PCES, platform greatly increases productivity and drastically reduces maintenance overhead for the development and delivery of consistent, compliant Standard Operating Procedures (SOPs) with training, support, and assessment.
The Challenge’s CAPTURE TRANSFORM PUBLISH Industry Challenge’s "The surest foundation of a business concern is quality.” Source: Andrew Carnegie “The most telling differentiator in business today has become how close a company can come to operating in "real time” a state that is characterized by the "shortest possible lapse between idea and action, between initiation and result.” Regis McKenna chairman of the McKenna Group
TIME BUDGET SKILLS Economics CAPTURE TRANSFORM PUBLISH • The economics of the current SOP & TRAINING development tools don’t stack up. To make them work you need an expensive technical staff. Without them you end up with poorly designed support suites that are not maintainable. Even with the correct level of technical input, the tools don’t yield OUTPUT that are easily linked to the business function they are meant to support or a successful and skilled employee. Expensive technical staff Poorly Designed Not Maintainable No Linkage to Business functions
What are SOPs CAPTURE TRANSFORM PUBLISH What Are Standard Operating Procedures? They are not necessarily SOPs, though this is what we will talk about mostly in this presentation. Working Instructions (WIs) Working Guides (WGs) Operating Instructions (OIs) Manuals Checklists of Activities Methods Protocols The Category of ‘standard operating procedures’ may also include various other documents if those documents provide the written instruction to achieve uniformity. In other words it doesn’t have to be called an SOP to be a “standard operating procedure” If you have these, and they are instructing/guiding your team(s) on how to perform their functions, they are standard operating procedures…just not SOPs.
Systems Theory CAPTURE TRANSFORM PUBLISH INPUTS TRANSFORM OUTPUTS SME USERS SOP Express employs SYSTEMS THEORY a concept that focuses on The interrelationship among components of a process. In this approach an organizational System is considered to have four basic elements: inputs from the environment, including information and other resource; transformation the managerial or technological Process used to convert inputs to outputs; Outputs in the form of desired Products or services; and maintenance, the environment’s reaction to the Outputs. MAINTENANCE Operator Guides Job Aids Work Instructions Checklist SOP
Platform CAPTURE TRANSFORM PUBLISH Design Develop Write Knowledge Skills Training Techniques Tools Test Maintain Easier to learn • Improved SOP coverage SOP Report Verbs SOP Express Visual Work Instructions Pictures INPUT MODEL CRITERIA BENEFITS OUTPUT TEMPLATES Easier to remember • Reduced Development time Task Qualification Report Graphics User Manual Audio When & Where • Decrease Cost Quizzes & Test Video Platform Everything in sync • Improved Compliance SOP Express uses a write-once and use-many approach
Align Your Process Software Maintenance Software Testing CAPTURE TRANSFORM PUBLISH Reduce Development & Maintenance Costs Attain a Competitive Advantage Improve Customer Satisfaction Reduce Cycle Time Increase Profitability SOP Development Process Simplify and Optimize your Software Testing and Maintenance USERS MANAGEMENT SME Test Maintain • SOP Report • Visual Work instructions • Procedure Checklists • Detailed Procedure Job Aids • Task Qualification Reports • Operator/User Guides • Assessments and quizzes • User Manual • Power Point Slides • Web Based Tutorials • SCORM Training New Standard Operating Procedure Design Format Write • SOP Express Deliver Go from Serial to Parallel lifecycle and delivery Go from Serial to Parallel with Development & Delivery Solution
Benefits CAPTURE TRANSFORM PUBLISH Reduced Work Effort Improved Compatibility Credibility, and Legal Defensibility Provide detailed work instructions. Promote quality through consistent implementation of a process or procedure. Support personnel training programs. Minimize work variation. Indicate compliance with organizational and governmental requirements. Reduced TIME – EFFORT – COST SOP Express helps in the transferring of skills and knowledge to your staff to make continuous improvement efforts part of the culture and an ongoing part of your success.
SOP Express Software Maintenance Software Testing CAPTURE TRANSFORM PUBLISH Traditional Approach Requirements The time involved in developing, writing, testing and refining multiple documents including the generation of a full set of reports including visual job aids, checklists, quick reference cards, and a set of standard reports, including the formal SOP, and Work Instructions, Assessments, and Operator/User Guides, is Labor Intensive, Time Consuming and Expensive. Reduces the TCO and Technical Sophistication required.
Clients CAPTURE TRANSFORM PUBLISH World Class Clients Business/Financial Impact “3 M saved over 75% on the cost of updates and software transfer development” “PSE&G was able to create custom training modules in 75% less time” “Nabisco was able to save over $500,000.00 on development in one year.” “Remember, SOPs are not what is ultimately important… performance is.”
Four Components CAPTURE TRANSFORM PUBLISH Writer Desk Writer Desk SOP Express consists of four main parts. Writer Desk Writer Desk Writer Desk Edit Menu Edit Menu Edit Menu Knowledge Base Knowledge Base Build Create new SOP Master Documents from your SOP Express (Writer) Desk. This view gives you access to all your existing SOP Masters, and provides current status on the development of each, including, date create/modified, completion of references and reports. You can call up any Master SOP or generated Reference or Report from this (Writer) Desk view.
Create SOP Capture Checklist SOP Report User Guide SOP Assessment Detailed Job Aids Standard Job Aid Work Instruction Visual Job Aid CAPTURE TRANSFORM PUBLISH Create an SOP Master Document using our MS Word input model SOP Express is based on MS Office so you are already 90% trained. SOP Express uses the MS Word interface which you are familiar with. Insert text, graphics, charts, and tables to provide better understanding of SOPs for work instructions and job aids CAPTURE CAPTURE CAPTURE CAPTURE CAPTURE CAPTURE CAPTURE CAPTURE CAPTURE TRANSFORM TRANSFORM TRANSFORM TRANSFORM TRANSFORM TRANSFORM TRANSFORM TRANSFORM SOP Express is based on MS Office SOP Express accepts a variety of useful content formats. In addition to text and bullet lists, you can include graphics, charts, tables and even PDF files. SOP Express also supports hyperlinks to other important existing files. Visual Job Aid (Quick Reference) . This job aid is quite popular since it can be made available on line as a *.pdf for help desk use and/or printed and laminated and placed on the shop floor for use by operators to review procedures prior to execution. The Work Instruction Report is designed to provide the needed information, including procedure steps with text, graphics and other supporting information. This is available in a number of formats including *.pdf to facilitate easy circulation and deployment. The official SOP report is critical to the successful implementation of SOP Express. The SOP Report will include all required content types and categories for your SOP. The format will be standardized across all SOPs and will be easily readable by auditors and inspectors. When questions are included in the Master Document, SOP Express will generate an Assessment Report that can be administered to users as needed. SOP Express will also create a detailed job aid for each procedure which is an expanded view of the standard job aid including detailed instructions and graphics for each step. Every procedure in the SOP Master Document will have a standard job aid generated. This job aid will provide the high level information included for the procedure and a list of steps to be followed in an easy to read tabular format. Procedure Checklists are created for each procedure. SOP Express comes with a set of checklists of varying formats including training checklist, scale checklist, rating checklist, and others. The Operator/User Guide is an 8.5"x11" formatted document that can be deployed in print or on-line as a *.pdf format.
Publish & Access CAPTURE TRANSFORM PUBLISH Publish Access Work Station CAPTURE Laptop Sharepoint TRANFORM Compact Disk PUBLISH Documents Website iPAD LMS SOP Express transforms the content into references (visual job aids, checklists, quick reference cards), and a set of standard reports, including the formal SOP, and Work Instructions, Assessments, and Operator/User Guides.
Automatic CAPTURE TRANSFORM PUBLISH Reduces Development Time and Cost by 65% SOP Express automaticallygenerates the SOP, work instructions, assessments, job aids, checklists and quick reference cards, … it save you over 65% of the time, resources and cost of generating these support materials on your own. 020 40 60 80 100 120 Speed Reduces Updates and Revision Time and Cost by 90% With SOP Express, you need only update the SOP Master Document and let SOP Express do the rest of the updates automatically. Once the SOP Master has been updated you can easily generate updated versions of all your support materials.
Example CAPTURE TRANSFORM PUBLISH 784.8 Hrs. Savings $31,104 518.4 Hrs. Estimated savings using SOP Express Hours Estimated Total Effort with revisions Cost of developing 50, 3 page, SOPs w/ Checklist, Job Aids, Manuals / Guides, Instructor–led Training. 50 Cost Savings from SOP Express. Time & Dollars. Number of SOPs / Policies / Protocols
ROI CAPTURE TRANSFORM PUBLISH Return on Investment Your investment in SOP Express can be recovered in the first project, usually in less than 3 months. When you consider that SOP Express reduces the cost of development of the SOP, Work Instructions and Job Aids by 65%, it is easy to realize the return on your investment quickly. Considering that SOP Express will continue to save you 65% on development costs and up to 90% on updates and revisions, it will continue to contribute savings over time, well beyond the initial cost to license and set up the software.
SUMMARY CAPTURE TRANSFORM PUBLISH Speed Enduring Solution Return on Investment • Scalability • In-year Payback • Synchronization • Maintenance MS Office® • Lasting Value
CAPTURE TRANSFORM PUBLISH Thank You Corporate Headquarters: 106 Straube Center Blvd # R6, Pennington, NJ, 08534 Phone: 1.908.725.4667 Fax: 1.609.737.6370 Email: info@expresstrain-ts.com