Process Management Made Easy!

1. Process Management Made Easy!

2. Agenda • Why process management? • QPR ProcessGuide overview • Modeling processes with QPR ProcessGuide • Communicating processes with QPR ProcessGuide • Improving processes with QPR ProcessGuide • QPR ProcessGuide benefits • What our customers say • QPR ProcessGuide demo • Q & A

3. Why Do Process Management? • Better withstand competitive pressure • Competitors are doing things faster, cheaper, better • Provide stakeholder assurance: quality management • Six Sigma, ISO9000, CMMI etc. • Common goal: improve processes to improve quality • Improve compliance with regulations • SOX, HIPAA etc. • Expose processes and find opportunities for improvement • Better manage complexity: enterprise architecture and SOA • IT-driven intitiative: provide new functionality or wrappers around legacy systems • Identify the processes that will be consuming these services • Extend corporate performance management • Measures identify areas where processes can be improved

4. Typical Challenges • Business users not interested in ”drawing boxes” • Process Management software often perceived as difficult to use, pushing process management into the ”technical” domain of the IT department  Control over business processes is limited at best • Use of different tools to do the same thing: duplication • Typically you see a rich collection of tools across business units and functions used to describe the same processes.  Poor communication and lack of end-to-end view leads to isolated improvement efforts with little to no bottom-line results • Use of tools that are not designed to document processes • Microsoft PowerPoint, Word, Visio, MagicDraw  Process documentation is hard to maintain, often outdated and hardly used

5. QPR ProcessGuide - Overview

6. QPR ProcessGuide in Use... process modeling and maintenance process viewing and collaboration process communication central repository process portal Efficient development and maintenance of process information Effective communication to all process stakeholders A corporate-wide process management system

7. Modeling and Maintaining Processes Ribbon Interface:quick access to all tools Process Explorer:quick access to process maps Process Drawing Canvass with Quick Modeling Support Tool Palette:access to modeling notation Property Explorer:access to element properties A powerful process modeling environment focused at the business user

8. Process Communication Portal-based access to process information Quick access to different process model views Interactive process map Property preview pane: All the extra information related to the process Process map hierarchy An easy to use, easy to customize interface to all relevant process info

9. System Architecture Inter / Intra / Extranet Corporate Network FileSystem Doc.Manag. Inter Intra SharePoint WorkFlow QPR Collaboration Portal QPR Collaboration Server and DB (SQL, Oracle) QPR ProcessGuide Designer

10. Modeling Your Processes

11. You Will Model Fast: Quick Modeling! Hotspot & pop-up: Select next object and its location! You will design perfectly aligned flowcharts FAST. With most tools this simple flowchart requires 29 mouse actions.... With QPR ProcessGuideit takes just 7! Hotspot: Click to create new swimlane!

12. You’ll Describe Your Processes Clearly and Accurately! • Customize your flowcharting notation • Make your process model speak the language of your organization! • Support for standard BPMN notation • The language of IT people and systems Customizing your modeling notation with QPR Processguideis easy! ”Risk” : Risk category Linking information items : Risk owner Show on flow charts : Related controls Allow instances : Likelihood Allow flow linking : Impact 1 2 3 4 • Create element • - Give a name • Give a description • Define behavior • Linking to documents? • Show on flow charts? • Etc. • Give it a Symbol • Pick a Shape • Pick a Color • Define what’s visible • Define attributes • All the information you want to capture Provide business people a notation they understand and want to work with!

13. Your Process Models Will Be Consistent! Changes to model structures and flowcharts are made here • Process Model Designers: • Model with the defined notation • Distribute process information with defined view settings • Use the available model assets •  But still control what asset types are reused and which are defined on child model level Process model Process model permanent relationship REUSE Changes to notation, assets and view settings are made here • Managed Centrally: • Modeling notation • Model assets: • pre defined organization items • available IT systems • available documents • etc. •  Restrict ”wild drawing” Base model Process maps remain consistent and transmit their message better!

14. You Will Model Complete Processes! QPR ProcessGuide automatically maintains your process hierarchy! Each process map is a connected part of your complete model: • Excellent Support for Iterative Process Development! • - Top-down: increasingly more detail • - Bottom up: summarizing process parts • - Combine: merge process maps • Divide: split one processmap into multiple • Instantiate: reuse process components Obtain a complete & easy to maintain MODEL of your business processes!

15. A Process Model:More Than a Collection of Charts! shared, common data model • Process elements are modeling objects in a databaseNot just pictures of boxes like in a drawing tool! • You can reuse these instead of re-drawing themModel fast and more consistent compared to drawing! • Process maps are connected to provide the end-to-end viewYou will get a better understanding of complete processes! • Process hierarchies can be combined or dividedYou will minimize re-drawing process maps when things change! • Updates to your model assets are automatically propagated throughout all your process mapsMaintaining your process information becomes easier as you no longer have to search, identify and update each instance by hand! Identifying process improvement opportunities requires an end-to-end view!

16. Flowchart Drawing vs. Process Modeling shared, common data model Do you want to be an artist or do you want to improve business processes?

17. You Can Add Related Information to Process Maps! QPR Portal shared, common data model Procedures, policies, quality documentation... Budgets, forecasts, templates one-click access! Presentations, plans... Video, Flash... Databases... Online forms, workflow applications... Web and Intranet content... Reseach, forms, brochures, white papers... Provide employees easy access to all task-related information sources!

18. You Will Manage Your Model Assets Conveniently! Need for many different views into the model shared, common data model All IT Systems and their information flows? What are all decisions made by the Purchasing Manager? All identified risks by business unit, their descriptions and the status of their controls? All information items and their location? Model asset management custom views Directly editable information! Easily maintain all process-related information!

19. You Will Control Your Process Development with Versioning! Provide versioning information Save model Access to current and previous versions Work with development branches! Easily manage process model changes!

20. Communicating Your Processes

21. Your Process Documentation Can Be Multi-Lingual! One model, many languages! Define requirements Identify tool vendors Evaluate tool Make purchasing decision C’est clair! Définir les besoins Identifier les vendeurs de software Evaluer le software Prendre la décision d’acheter Klar! Anforderungen definieren Anbieter der Software identifizieren Software bewerten Kaufentschei-dung machen Claro! Definir los requisitos Identificar proveedores Evaluar el software Tomar la decision de compra Clearly communicate process documentation across international operations!

22. More Initiatives Can Benefit From the Same Process Documentation! One process, multiple maps? multiple audiences will exists for process maps! #?&@!!! • quality management • risk management • performance optimization • regulatory compliance • training new employees • etc. Decide on the types of objects and level of detail that is visible for each view! QPR ProcessGuide: ONE process, ONE map, MULTIPLE views!! High-level, default view All employees define views IT Systems view Risk view IT risk manager Easy to understand process maps for all....with little maintenance effort!

23. You Can Provide Personalized Access to Process Information! user management and access rights LDAP, active directory packaging marketing local user management accounting Process developer Be more effective in communicating process information!

24. Users Can Create Their Own Analysis Views! I want an overview of all identified and documented controls, when they were tested and the outcome... Controls Test date Test outcome Related process Owner Related risk Design your own views...bookmark and share them!

25. You Can Do Periodic Reporting of Process Information! • Briefing booklets • Portal-based reporting: collection of views with multiple distribution options to other portal viewers • Static Microsoft Word reports • Capture all process map information in a Microsoft Word document and distribute • Dynamic Microsoft Word reports • Freely design your own report contents, one-click publishing of latest information and distribute Dynamic, interactive, browser based reporting QPR Add-In for Microsoft Office

26. Improving Your Processes Cycle times , Cost , Compliance , Risk , Quality

27. You Can Measure The Performance of Your Processes! Manual Data Entry Automatic Data Collection Monitor the actual performance of processes and activities against set targets... So I can see exactly what processes or parts thereof require my attention! Easily find the ”pain points” in your processes!

28. You Can Simulate and Analyze! Change the process or the environment it operates in and assess the effects! change responsibilities add equipment reduce inventory increase ”set–up” time Find the pain points as well as the most effective improvement alternatives!

29. You Can Speed Up Development of Business Applications! Business users design/maintain the process with a notation they understand Architects design the application in BPMN Basis for: The workflow environment executes the application QPR ProcessGuide generates the BPEL Measurement Source for: Executable for: Provide Business People More Control Over Business Applications!

30. From Process Modeling to Process Management! Personal Portal Pages ”My Responsibilities” Portal Page Recent changes My action plans My reports comments complaints Analysis / Auditing Ongoing projects action plans near misses Missed deadlines lessons CAPA’s Non conformities Everything stored for auditing purposes! discussion control activities Out of specs risk suggestions non-conformities Share more than just process maps and drive continuous improvement!

31. Key Benefits of QPR ProcessGuide • Get business users involved in process management • Improve transparency • Create and maintainn process information efficiently • Process drawing vs. Process modeling • Capture all process-related information in one place • Not just your flowcharts but everything else as well! • One process model to support multiple purposes • Operations, quality, risk, compliance, enterprise architecture • Easy to use, yet powerful modeling tool • Ideal upgrade for organizations that struggle with process management success due to the limitations of drawing tools

32. QPR ProcessGuide key features

33. What our customers say... Over 1,000 customers! Learn more about the success they achieved with us at: www.qpr.com/customers.html

34. Selected customer references Over a thousand organizations worldwide prefer QPR ProcessGuide!!

35. QPR ProcessGuide Demonstration

36. A! Q? Q?