ASIL BTM Methodology

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Business Transformation Management
Facilitated by Michael Vigil Exec VP Operations
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Agenda

• What is Business Transformation Management (BTM)
• What are some of the Key Elements?
• Experiencing change
• Seeing the possibilities
• Bringing it all together

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What is it?
Business Transformation Definition Business
transformation is a key executive management
initiative that attempts to align the operational
and technological initiatives of a company more
closely with its business strategy and vision.
Business Transformation Management
Definition Effectively managing the activities
required to transform a business to address
growing Customer requirements, increase
products/services, and drive continuous
improvement to maintain a competitive advantage.
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Key Elements to consider

• Change Readiness Assessment
• Visioning The End State
• Identify Core Competencies
• Assess Stakeholders Support
• Identify Strengths, Weaknesses, Opportunities,
  Threats
• Assess Risks And Opportunities
• Communicate, Communicate, Communicate
• Monitor, Measure, and Control

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Assessing Current State
Change Readiness Assessment
Definition Assess the organizations readiness to
accept change by reviewing key elements like
direction, ability, resources, incentive,
structure and actions.

• Importance
• Understand gaps before they become land mines
• Address gaps to improve organization change
  readiness
• Mitigate risks of gaps which cannot be overcome

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Visioning The End State
Envision The Future
Definition Establish the Vision and Mission of
the project. Identify the values to be followed.
Set the strategies that will enable the Vision
to be achieved. Develop the Goals and KPIs which
support each strategy.

• Importance
• Common understanding of the end state
• Determine how the project team will conduct
  itself
• Strategies set the direction of the project
• Goals and KPIs provide the structure for
  measuring success

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Identify Core Competencies
Core Competency Review
Definition Identify which functions/skills must
be maintained internally in order to maintain a
competitive advantage, protect intellectual
property, or manage critical processes.

• Importance
• Core Competencies require continual investment
• Non-Core Competencies limit organization
  flexibility and agility
• Non-Core Competencies are outsourcing candidates

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Assess Stakeholders Support
Stakeholder Assessment
Definition Determine the current support among
key stakeholders, identify the support required
and plan actions required to gain the level of
support necessary for success of the project.

• Importance
• Identification of all key stakeholders
• Understanding where lack of support is present
• Assessing risk associated with lack of support
• Taking action to increase stakeholder support
• Elimination of potential problem areas

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Identify Strengths, Weaknesses, Opportunities,
Threats (SWOT)
SWOT Analysis
Definition Identify the strengths, weaknesses,
opportunities and threats tied directly to each
strategy that supports the project vision.

• Importance
• Identified strengths can be utilized to address
  gaps
• Identified weaknesses and threats can be
  addressed
• Identified opportunities can be exploited
• Risk levels can be determined for weaknesses
  and threats
• Project success level is increased

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Assess Risks And Opportunities
Risk Assessment
Definition Identify/Prioritize risks associated
with weaknesses/threats and establish actions
which mitigate the risks. Identify/Prioritize
risks and upside of identified opportunities and
establish actions to increase overall project
success.

• Importance
• Risks associated with Weaknesses/Threats are
  addressed
• Opportunities are evaluated for potential
  upside

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Communicate, Communicate, Communicate
Communication Planning and Management
Definition Evaluate/Identify who needs to
receive what information, when (date/interval) it
needs to occur, why is it necessary, how (phone,
meeting, etc.) it will be delivered and who owns
each delivery. Establish a schedule that utilizes
all of this information, track deliveries,
evaluate impact, escalate late deliveries and
modify schedule as required.

• Importance
• Communication requirements are identified,
  prioritized scheduled
• Methods and timing of communications are agreed
  upon
• Ownership is immediately established
• Mechanism to manage project communications is
  in place
• Themes and messaging requirements are clear

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Monitor, Measure and Control
Integrated Project Management
Definition The ability to identify and track all
actionable items for a given project, by
utilizing an automated closed loop process, in
order to ensure completion of deliverables.

• Importance
• Ease of managing all actions in one area
• Clarity of action Item ownership and due dates
• Real-time status monitoring (On-time, Overdue,
  Completed)
• Closed loop accountability and escalation
  control

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Experiencing Change
()
Opportunity ?
Rumor
?
Original productivity level
? Event
? Possibility
Shock ?
Productivity
? Denial
Acceptance ?
? Anger
Despair ?
? Tolerance
(-)
Phase 1
Phase 2
Phase 3
Phase 4
Time
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Seeing the possibilities
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Seeing the possibilities
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Bringing it all together
Successful Change
Integrated Project Management
Risk Assessment
SWOT Analysis
Communication Planning and Management
Stakeholder Assessment
Envision The Future
Core Competency Review
Change Readiness Assessment
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Questions and Wrap Up

• ASIL, Inc.
• 2901 Tasman Drive, Suite 117
• Santa Clara, CA 95054
• www.asil-inc.com
• [phone]
• Michael Vigil
• Exec VP Operations mvigil_at_asil-inc.com
• Pete Pazmany
• President / CEO ppazmany_at_asil-inc.com