Recently, two Lombardi customers were interviewed by SearchCIO’s Manufacturing News as part of an article that discusses how manufacturers are using BPM [i.e., Lombardi Teamworks] to assist with making their supply chain more effective.

The article, entitled “BPM tools help firms bridge communications gaps in supply chains,” provides some interesting insight into how manufacturers can receive value from BPM. 

One of the customers is El Araby, an air conditioner manufacturer based in Cairo, Egypt. They had this to say:

 “Before Lombardi Software [BPM] was in place, all we could do for a customer was recommend them to the nearest service center and that was the end of it… We had no clue what happened next until the monthly report came out afterwards. Now, the Lombardi BPM software system handles all of the details of the repair process, even down to what technician is working on what appliance in what service center.”

We’re pretty proud that Teamworks customers around the world like to share such great testimony!

You can read the whole story here.

I’m pleased to announce that the Blueprint July ‘09 Update is now available on blueprint.lombardi.com! This release has addressed some of the top requests we’ve heard from you. We’ve expanded the ways you can leverage the models you create in Blueprint, given you additional ways to secure and control access to your account, and tackled several other improvements that you suggested in the Blueprint Forums.

Let’s take a look the enhancements in detail:

• Model Portability With XPDL: We’re committed to ensuring that you can leverage the processes you create in Blueprint in anyway you like. That includes giving you the ability to seamlessly execute the processes in Lombardi Teamworks, but also any other tool that you choose. To that end, we’re committed to supporting the BPMN 2.0 specification when it is released. However, we know that you need a way to use your models today, so we’ve introduced the ability to export your processes to XPDL 2.1 format in this release. You never need to feel “locked in” when using Blueprint — you can get your information out in any format you’d like, whether that be as a PowerPoint presentation, Word document, or in XPDL.

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Last week, UK analyst firm Butler Group published their latest Technology Audit report on Lombardi. In it, analyst Mike Thompson reviewed the capabilities of Teamworks 7 as they relate to Butler’s product assessment methodology in the areas of building, optimizing and managing processes faster and smarter in this Technology Audit.

It’s a good report for you to send to those colleagues in your company who are interested in 3rd party takes on BPM technology.

The bottom line – excerpted from the report:

“Teamworks 7 is a full-featured BPM solution, with all the functionality expected of a market-leading solution. It really differentiates itself from its competitors in two distinct areas, one technical and one non-technical. By using a shared-model architecture, Teamworks ensures that the process model is always up to date, regardless of where and when changes to the model are made. Thus, changes to a running process instance can be reflected back to the high-level model. From a non-technical point of view the major focus has been on ensuring ease of use for any and all of the participants of process lifecycle management. This ensures that the people involved in the process are able to help in optimising the process, which makes far more sense than handing off the task to a ‘process expert’.

Allied to Teamworks is the Blueprint solution which creates a collaboration and communication environment that further empowers the process participants in all aspects of process management. A final factor worth highlighting is the graphical nature of the product – not just in process design terms, but in having the ability to graphically represent KPI and/or SLA non-compliance on the process map.”

We couldn’t agree more!

Butler customers can access the full Technology Audit report here, or you can also get it compliments of Lombardi here (if you have not registered with us before, you will be asked to do so).

I’m proud to announce that CIO Magazine has named NACCO Materials Handling Group as one of this year’s CIO 100 winners in recognition of its success with BPM. This is the second year in a row that one of Lombardi’s customers has won an award for their BPM project!

The 2009 CIO 100 Awards honor 100 companies that are creating new business value by innovating with technology.

We are especially proud that Teamworks was the only BPM product specifically mentioned by CIO as delivering customer value in the awards, and that it has saved NACCO approximately $2 million, while improving their customer satisfaction and time to market.

Congratulations to the NACCO team!

Dave Angelow, adjunct professor at Texas State University just finished teaching a semester long course in Production and Operations Management.  The course, which focuses on the supply chain and value chain as well as some production methods, is a core requirement in the school of management.

I talked with Dave to hear how the course went and how BPM fit into the syllabus.

>>My talk with Dave (5:12): Take a Listen

Prof. Dave Angelow of Texas State in action.

Some of the topics Dave tackles:

• How a fair number of students also have day jobs (the course is taught at night) and how this allows them to directly apply what they’ve learned.
• How BPM, both Business Process Management and Modeling, fit under the quality management section
• BPM as a means of compressing cycle time and extracting more value for customers.
• Using Blueprint for a hands on modeling exercise and value the students saw in the tool.

Blueprint Educational Program

Lombardi provides free Blueprint subscriptions for educational use.  If you are teaching or taking a course where you think Blueprint would be appropriate, please contact us at blueprint@lombardi.com to learn more.

I’m excited to announce that the Blueprint Spring ‘09 release is now live on blueprint.lombardi.com! This update moves Blueprint from being a great modeling tool to be the place for everyone in your organization to go for business improvement conversations. We’ve leveraged social networking concepts to facilitate the discussion about how each person can make their job better. Everyone can see and be notified about changes that are relevant to their work, discover relationships between what they do and the rest of the organization, and contribute feedback and suggestions to the community.

Let’s take a look the new features in detail:

• See Changes and Discover Relationships: Social networking sites like Facebook and LinkedIn can tell you when a colleague switches jobs or a long lost friend gets married. It’s news you wouldn’t have heard otherwise, or perhaps even known to ask about. Blueprint now does the same for process in your enterprise. The new Activity Feeds show you changes happening to your processes and helps you discover relationships between what you do and the rest of the company. Now you’ll know when something changes two steps upstream from you that will affect your job, or that the person in the next building over does something similar that you leverage.

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Yesterday was the culmination of hundreds of man years of effort and understanding here at Lombardi. Yesterday marked the end of what I call “the first decade of BPM” and sets the industry on what I think is going to be an all-new course, or more accurately, a much broader and valuable course. And so out of pride, but also because I think that the BPM industry shifted today, I want to write about it a bit more.

Lombardi announced major advances in all three areas that determine success or failure in BPM:

1. The need to communicate — you have to make business improvement personal
2. The need to automate — you have to drive productivity and re-use
3. The need for talent — you need to be able to assess risk, plan, and lead

Forget about simplistic approaches to driving transformational change based solely on whether your BPMS (or “BPP” or “PAAS”) has a given feature. The so-called “Business Process Platform” as a sole-sourced technological salvation is a hoax. It’s a solipsistic approach by technologists to once again say “if I have a better tool, I won’t be as big a fool.” Go on, stare at your image in the water and try to pawn all this off on simply another development tool or architecture. Instead, you need to take to heart what Toby Redshaw, CIO of Aviva, said a couple of weeks ago (paraphrasing here): “If you’re in IT and not doing BPM, three years from now you won’t have a job.”

He wasn’t talking about a tool. He was talking about change and changing everything: how we relate IT to the business, how we use tools, and how we manage, nay, lead, change in our businesses through the use of BPM tools and methods.

Yesterday Lombardi re-defined what a BPM platform needs to be; three specific vehicles: Blueprint (Spring ‘09), Teamworks 7, and Lombardi University.

Together, these 3 pillars — communication, automation and leadership — combine to form the basis for the platform for BPM’s second decade. Lombardi is that platform.

Editor’s note: The above is excerpted from Phil’s personal blog. Follow this link to read the full post, including a discussion of each of Lombardi’s new products.

This morning we officially announced the Blueprint Spring ‘09 update. The new release allows you to move beyond the realm of process mapping and documentation and to a place where every employee in your enterprise can contribute to process improvement efforts and actively make their jobs better.

Usually only a relatively small number of people inside an organization do real modeling of processes. The vast majority of us have “day jobs” and don’t necessarily think of things in terms of flow charts, activities, and decision points. How do we participate in the process improvement discussion?

Blueprint now leverages social networking technology similar to sites like Facebook and LinkedIn to build a community around business improvement that everyone–modeler or not–can participate in. “Participants” can reference and offer suggestions and feedback on their processes without the need to know any mapping or diagramming  techniques. “Authors” can have threaded, two way conversations with the participants in the business and leverage Blueprint’s existing easy to use modeling capabilities to rationalize and improve processes. Tying this all together is a Facebook-style activity feed that proactively notifies you when your processes or the conversation about them changes.

We’re announcing the Spring ‘09 release today and it goes live on blueprint.lombardi.com on Saturday morning. Want to see more? Make sure you attend the introduction webinar tomorrow at 10 AM central.

I’m proud to share with you some results and metrics from a Lombardi customer that has done some truly amazing things with their labor distribution process, which dictates where grant monies are allocated.

The following is reported to us by Stewart Mixon, Chief Operations Officer at the Medical University of South Carolina.

MUSC is the oldest medical school in the Southeast, with 1,200 faculty members teaching more than 3,000 students and residents annually. MUSC depends upon financial grants as a primary means of funding its medical research. The university manages the post award grants allocation process where up to 3,000 requests for grant fund distribution changes are made every quarter.

Previously, this process was entirely manual; the same information was keyed into different front-end and back-end systems, resulting in significant backlogs and delays, as well as many errors and rework efforts.  Due to error rates and other contributing factors, there were more than twice as many forms submitted in the manual process than are processed using the Lombardi Teamworks product today.

This new process quickly delivered significant benefits for the university, enabling MUSC to proactively catch and eliminate errors at the point of entry, bringing the per-grant error rate from 85-90% down to 2-3%.

Through the use of Teamworks, MUSC also was able to reduce “human touches” in the grants allocation process by an impressive 65% — allowing the university to free up several staff full-time equivalents (FTEs) for other important tasks.

Moreover, through the use of Teamworks dashboards, MUSC management receives key performance indicators containing real-time status information of all of its financial grants distribution activities. This important metric was impossible to collect prior to implementation of the new process.

If you’d like to learn more, you can also watch this webinar with Stewart and Salvatore Salamone from Ziff Davis.

PRC, based in Ft. Lauderdale, Florida, manages 14 domestic call centers and a handful of centers offshore.  In January of last year this 25-year-old company declared bankruptcy.  Six months later, after a massive restructuring they emerged from Chapter 11.

One of the efforts that helped in this restructuring and which continues today is an effort to document, standardize and communicate all of the company’s processes.

Rachel Pace-Maron, Director of Operations Support Service was asked to lead this effort with a shoe-string budget.  Last week I chatted with Rachel to learn more about her effort.

My conversation with Rachel (11:19)  Listen

Some of the topics Rachel tackles:

• The goal with mapping PRC’s processes was to find out how they could do things better and faster and why things take so long.  They weren’t able to answer why a process took so long because no one person knew every step.  This is what lead them to process mapping.
• One of the first processes they mapped was “agent time,” how much time do agents spend on break and what is the management process for keeping them on the phone efficiently and within break parameters.
• They found each call center had a different process and none were doing it efficiently.
• By standardizing on a process for all centers and bringing them into metric, they had a bottom line impact on revenue.
• Before adopting Lombardi Blueprint for process mapping, groups had been using, Visio, Exel and Power Point.
• PRC has a group of people who are visually oriented and a group who are narrative oriented. As Rachel explains, “Blueprint’s ability to marry picture to narrative has been fantastic and, I’m not going to say life altering, but certainly business altering.”
• Her excitement over the latest Blueprint release and how the addition of participants will help PRC break down silos and take their process initiative to the next level.