"Large streams from little fountains flow" The Columbian Orator, D. Everett 1797

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"Large streams from little fountains flow" The
Columbian Orator, D. Everett 1797

• Stan Julien
• Senior Director, On-line Relationship Marketing 
• Small Mid-market Solutions Partners group,
  Microsoft Corp.

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Agenda

• History
• A pragmatists view of Business Process
• The role of process mapping at (my part of)
  Microsoft
• Demonstration
• How to unleash the power of meta data
• Stans Tips, tricks and recommendations (or at
  least how we do it!)
• QA

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Key Benefits of Process (partial!)
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What do we do with Process Mapping?
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Tips, tricks and recommendations (or at least
how we do it!)

• Ensure executive sponsorship!
• Communicate
• Communicate again!...
• Leverage metadata to the full
• Owners Authors RACI Systems KPIs
• Ignore visual layout!
• Draft in Process Navigator
• Master in Excel
• QA in Access!
• Make Access your friend!

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Rapid Process development process
(or at least how we do it!)

• Business owner first interview
• Mind mapping, white boarding, audio recording,
  Excel (Not Visio!)
• Gather existing collateral
• Rough draft process
• First review
• Refine/correct process
• Capture/validate RACI
• QA
• Attach Supporting Collateral
• Publish Share

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Rapid Process development process
(or at least how we do it!)

• Business owner first interview
• Mind mapping, white boarding, audio recording,
  Excel (Not Visio!)
• Gather existing collateral
• Rough draft process
• First review
• Refine/correct process
• Capture/validate RACI
• QA
• Attach Supporting Collateral
• Publish Share

MindJet Mindmanager 8
http//www.mindjet.com/
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Demonstration

• Library overview

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How do we manage KPIs?...

• Initially implemented KPIs as text description
  meta-data on Node
• Migrated (last week!) to using a special
  deliverable containing rich KPI metadata

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What do we do in Access?...

• Manage Process Levels
• Identifying top-level processes
• Synthesize level for all processes
• Enforce library policies and identifying all
  transgressions
• Node level errors
• Activity-level errors
• Aggregate all errors into a process manager
  summary report
• Exporting the report to Excel
• Circulate in e-mail

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What do we do in Excel?...

• First draft in Process Navigator Visio
• Export to Excel
• Excel now become the master definition
• Visio is now a visual layout slave to the Excel
  truth
• Send to process owner for completion
• Hide non-activity rows
• Hide all distracting columns
• Focus on RACI and description only
• Re-import to Visio to quickly get owner feedback
  include and published to web.
• Conduct all stakeholder reviews from live library
• Pivot, analyse and assign QA report tasks.

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Final thoughts

• Process Navigator 4.6 is already very cool
  product!... very powerful voodoo
• Excel import-export is
• A tool for the common man
• A low cost alterative to a mappers workbench
• The best way bar none to manage meta-data
• Access export is almost as powerful.
• Makes library management scalable
• Lets you have all the analytics and reporting
  that does not come out of the box from Traister
• Improvement Toolkit looks even more exciting and
  creates whole new possibilities and opportunities
  for us process wonks

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Questions?