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Instructor
Dan Grijzenhout, Instructor - Using BPD/BPR in an Information Systems Engineering/CRP Project

Dan Grijzenhout

Is an online business and marketing Instructor with 9 published books. He has 35 years enterprise systems delivery experience including Internet, mobile/web & telecommunications large projects. He worked for large enterprises like: JP Morgan Chase; Air Canada & WestJet; Gateway; E&J Gallo Wines; TRW; USAF; Blue Cross & Blue Shield; 3M HIS; Nextel; Tong Yang Insurance; MCI; NYPD; and more.

Instructor: Dan Grijzenhout

Providing a Structured Framework for the Conference Room Pilot Process

  • Understand a top down methodology for redesigning business and systems processes.
  • Have at hand a usable toolkit for delivering process improvement projects in a corporation.
  • Have the tools and knowledge to be able to facilitate process improvement projects.

Duration: 1h 26m

Course Description

This course is written for those individuals working within a corporation that are looking for some structure that may assist them when given the unenviable task of “Re-Engineering” the corporation’s business processes and information systems in an effort to follow new directional and operational strategies developed by the corporation’s leadership body. The goals of this course are to provide a structured framework to approaching this Business Process Re-Engineering effort, to provide insights as to how best to complete the work that needs to be done to ensure that what is created is fully aligned on completion with the directional strategies of the corporate leadership team, and to provide a road map for the tasks that need to be completed in order to achieve the actual implementation of the new processes and supporting information systems. From the point that this methodology ends, operational departments of the corporation should more easily be able to package the defined out-putting tasks to be completed into actual development projects that will implement the changes required. This methodology also pays respect to and incorporates the frequently changing dynamics of process within corporations due to the rapidity with which current technological innovations are pushing change, forcing new operational directions and value chain re-definitions.

What am I going to get from this course?

  • Understand a top down methodology for redesigning business and systems processes.
  • Have at hand a usable toolkit for delivering process improvement projects in a corporation.
  • Have the tools and knowledge to be able to facilitate process improvement projects.
  • Understand how to deliver a "Conference Room Pilot" project.

Prerequisites and Target Audience

What will students need to know or do before starting this course?

  • Some experience in the corporate business world.
  • Some experience using business application systems.

Who should take this course? Who should not?

  • A person in a corporation involved in trying to improve business processes and supporting information systems.
  • A person desiring to become a professional Management, HR or IT consultant.

Curriculum

Module 1: A Macro View of Business Process Design

Lecture 1 Introduction to Business Process Design

Welcome to the course. The methodology you view in here is my own. I built and evolved it through my years as a professional consultant, completing business process design and re-design projects for some of the largest companies in the world. You can find these projects in my downloadable resume on my Howtoguru website if you are interested. Find me through Google. In any event, you will get good value through taking this course - if you find yourself needing to deliver a BPD/BPR project, having this in your "toolkit" will make your project a lot easier to deliver. Best wishes, - Dan Grijzenhout

Lecture 2 Thoughts on Business Process Design / Re-Engineering

Business Process Re-engineering (BPR) is an integral ongoing effort to a corporation. Businesses evolve, technologies improve and organizations regularly need to "Retool" to remain competitive and effective. This lecture provides some insights and "Best Practices" relating to being successful at BPR efforts. It also provides a guideline for defining high level process categories that are commonly found within a corporation that often cross hierarchical departments - where breaks in process are often found and need to be worked on to improve effectiveness.

Lecture 3 Architecting for Competitive Advantage - Part One - The Problem

An in-depth look at how many corporations function today and how business re-engineering needs to be done in order to effect transformational change within an organization. This is Part One of a three part macro look at corporate re-engineering.

Lecture 4 Architecting for Competitive Advantage - Part Two - The Solution

An in-depth look at how many corporations function today and how business re-engineering needs to be done in order to effect transformational change within an organization. This is Part Two of a three part macro look at corporate re-engineering.

Lecture 5 Architecting for Competitive Advantage - Concluding Comments

An in-depth look at how many corporations function today and how business re-engineering needs to be done in order to effect transformational change within an organization. This is Part Three of a three part macro look at corporate re-engineering.

Lecture 6 Building Business Cases

This lecture provides the student with an introductory overview to the art of building "Business Cases" for identified "Scopes of Work" and "Projects". It details what you need to build into a solid business case for change to business processes within a corporation.

Module 2: Methodology Overview

Lecture 7 When Does a Conference Room Pilot Start?

Provides the student with a starting point for commencing CRP projects. It discusses what work needs to come before it, what documentation should be on hand to begin a CRP project, and at what point in the corporate strategic planning process CRP projects fit and should commence.

Lecture 8 CRP - Objectives, Deliverables, and Best Practices

Discusses in overview what the business objectives for completing a CRP project should be, what types of deliverables are to be expected out of a CRP project, and what are some useful Best Practices that should be used as team guidance during a BPD/BPR effort.

Lecture 9 CRP - Individuals and Roles

Provides a template defining the roles and responsibilities for the teams that should be created to conduct a Conference Room Pilot/BPD/BPR effort.

Lecture 10 Workshop Scheduling and Initial Planning

Getting your CRP project started. Guidance on setting up the required workshops and doing the initial planning so a CRP project can commence.

Lecture 11 Define Level 1 Summary Business Processes

Provides the student with an overall picture of what major processes define a corporation. Although Level 1 processes are not "Flowed", this is where you start. The lecture discusses the core tasks, strategic and supporting processes that ultimately need to exist in order to provide value to stakeholders and customers of the business entity.

Lecture 12 Define Level 2 Process Flows

Defines the level at which business process can be "flowed" - mapping out the individual task steps that take place to complete a corporate business process.

Lecture 13 Develop Level 2 Process Flows and Document

This lecture shows how and what to document when completing a Level 2 process flow - and provides templates usable in completing this work.

Lecture 14 Develop Level 3 Process Flows and Map to Systems Applications

Level 3 processes are usually completed for individual Level 2 process steps in situations where the Level 2 process step has a number complicated components to it that need to be further defined and/or when application systems steps occur. Templates for documenting this work are also discussed and provided.

Lecture 15 Verify Application Mappings

Discusses the step of validating application usage against a process defined through a process step where system interaction is expected. This step includes looking at the defined process step and reviewing the application to be used to complete the step to see if and how it satisfactorily addresses the business requirement.

Lecture 16 Performance Measures and Reports

Takes a look at corporate performance measures and reports that are required by and generated by the process steps defined within the CRP effort. What is required and are these requirements satisfactorily being met is discussed with templates for completing this work step being discussed and included.

Lecture 17 Interface Definitions

Discusses process interfaces to external processes and systems that are affected by the process being mapped and provides and discusses templates that are used to document and complete this step in the CRP process.

Lecture 18 Perform Systems Scenario “Application” Gap Analysis

Workshops held to find, discuss and identify solutions for all gaps found during the CRP project. Gaps relate to identify shortfalls in processes and related application systems, reports, interfaces, etc.

Lecture 19 Develop Physical Implementation Strategies

Putting it all together to define the subsequent work packages that need to be put together as outputs from the CRP project.

Lecture 20 Develop Final CRP Deliverables

Building the final CRP deliverable documentation and presenting the findings to CRP sponsors to obtain signoff and approval.

Module 3: Methodology Templates

Lecture 21
Lecture 22 B - Workshop Attendee List

This lecture discusses the roles and responsibilities of the attendees to the Conference Room Pilot process.

Lecture 23 C - Business Process Definition - Level 2
Lecture 24 D - Level 2 Process Checklist

Level 2 Process Checklist Template

Lecture 25 E - Report Questionnaire
Lecture 26 F - Form Questionnaire
Lecture 27 G - Interface Questionnaire
Lecture 28 H - Workflow Questionnaire
Lecture 29 I - Level 2 Process Flow Example
Lecture 30 J - Level 3 Process Flow Example
Lecture 31 K - Systems Scenario Listing / Mapping
Lecture 32 L - Roles / Skills Checklist
Lecture 33 M - Performance Measures and Reports
Lecture 34 N - Interface Definition Template
Lecture 35 O - Information Architecture Template
Lecture 36 P - Functional and Workflow Specification