Reference Model Validation Process

1. Reference Model Validation Process Draft 3 Bob Gill 11/10/04 The Value Chain Group exists to promote a unified business process framework and reference model utilizing a common language and taxonomy to facilitate effective value chain communication. www.value-chain.org

2. Goal • Identify and agree on a process to validate reference model domains(L1) within a specific domain or across one or more domains. Draft domains currently include develop, research, market, sales, and support.

3. Six Month Validation Objectives Move reference model validation through three (3) phases: • V.0 – “Proposed” version includes one or more L1 domains containing draft inputs/outputs, metrics, and best practices as a starting point. • V.1 – “Beta” version reflects a specific domain validated through use cases,feedback by a minimum of 3 practitioner companies and reference model revisions by the validation design team • Rel.1 – “Standard” release reflecting a “Center of Excellence” e.g. Product Lifecycle, customer lifecycle validated through use and feedback by a minimum of 3 practitioner companies and reference model revisions by the validation design team. A “Center of Excellence” contains one or more domains with interactions with or more L3’s from another domain

4. Validation Milestones • Agree on validation process by SCC, PDMA, and VCG. • Identify and select companies to participate in validation. • Identify and select a “design team” including domain experts and process re-engineering experts to support the the validation process. • Request proposed problems from participating companies and select one problem to model during an initial training session. • Perform limited scope process modeling led by design team via webinar using selected problem. Repeat training sessions monthly for 6 months using problems from different companies. Training sessions serve as both validation cycles and process modeling tutorials for participating companies. • Perform limited scope process modeling led by participating companies though in-company trials. Repeat monthly for 6 months. • Incorporate training session and in-company trial feedback into the into appropriate reference model domains. • Hold monthly design team sessions to review feedback from facilitated sessions and in-company trials. Make model revisions at month 2, 4, and 6.

5. Practitioner Company Participation • Select 18 practitioner companies from diverse industries interested in process re-engineering • 6 from Supply-Chain Council (supply chain centric issues) • 6 from PDMA (product lifecycle centric issues) • 6 from VCOR (customer lifecycle centric issues) • Practitioner commitment • Submit business problems for redesign consideration • 2 hours to participate in initial training session • For those participating in “design team” led sessions (6 of 18 companies) • 1 hour of review with domain expert • 2 hour process modeling session via webinar • Submission of two or more in-company trial attempts at process redesign (1-2 days to prepare attempt) • 2 hours monthly to prepare written feedback and review responses • All information is shared among the participating groups, and is ‘public domain’, with masking of contributing company. Participating companies must respect their own intellectual property rights conventions in terms of sharing information

6. Design Team Participation • SCC, PDMA, and VCG provide: • Domain experts to participate on the design team • One process re-engineering expert to participate on design team

7. “Design Team” Led Training Session Details • Participating companies submit process problems. • Design team selects one which is easiest to initially model. • Pre-work (1 hour) with selected company to brief them on the training session and capture scope of business problem. • Selected company participants, domain expert, and process reengineering expert participate in a 2 hour process modeling session via webinar to: • Capture as-is process and metrics • Perform a limited analysis and hypothesis redesign • Compare company metrics and practices to reference model metrics and best practices • Participating company receives mini-report from the process modeling session with suggestions for re-engineering.

8. Participant Led In-Company Trial Details • All participating companies participate in at least “design Team” led training session as tutorial for in-trials • Company submits process modeling results and suggested redesign for review by design team • Design team provides feedback on submission • Company responds to feedback items with specifics including • Understanding the framework elements • Missing elements, or elements needing further refinement/definition • Missing inputs/outputs, metrics, or best practices

9. Participating Company Benefits • Build process modeling capability, training in relevant domains, awareness of related domains • One or more company problem areas and internal process reviewed by the design team • Results from internal company trials reviewed by design team experts with feedback • Access to reference model reflecting changes from validation process