Kickoff 2010 was hosted by Lombardi February 22nd-26th.  Kickoff is an annual, company-wide conference in Austin, Texas that has been a wonderful tradition at Lombardi since 2004.  This year, not only did we have all world-wide Lombardians come to downtown Austin, but we also had a large number of IBMers attend.  This week-long conference was definitely valuable for the successful integration of Lombardi into the IBM family – we were able to meet, enjoy each other’s company and learn about one another throughout the different meetings and events.

It all started Monday evening at the Austin Music Hall with an interesting presentation by Phil Gilbert at the Opening Reception.  This was followed by the 2010 Lombardi Science Fair, an event that has been at Lombardi for 5 years now and is something we hope IBM will continue well into the future.

Phil's presentation during Science Fair

Science Fair Passport and Program

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In case you missed it, we published an article in the latest issue of Workforce Management that might be of interest. The article is entitled “A Simple Approach to Documenting your HR Process” and it is filled with statistics and tips for getting your HR processes documented and streamlined.

A recent study by Staffing.com revealed that 70% of applicants and 28% of hiring managers are dissatisfied with how their hiring processes work; and that is just one of the many critical processes in your company. Effective documentation of your HR processes can lead to impressive savings and a large reduction in your company’s overhead.

Optimizing your HR processes is critical for saving time, avoiding errors and reducing company overhead. The absolute best way to save time and money is through process documentation. If you are interested in finding out how to quickly document and streamline your key processes, there is a simple next step. Just click the link below to download the full white paper.

Get the White Paper: A Simple Approach to Documenting Your HR Process

Ready to start documenting your processes now? To effectively document your processes, you will need the right tool. Click here for a free trial of Lombardi Blueprint, the easiest process documentation tool on the market.

Rachel Pace-Maron, Director of Operations Support Service at PRC, was asked to document, standardize and communicate all of her company’s processes to help improve business processes across 15 domestic and 5 international call centers.

Rachel recently sat down with Jim Rudden, VP of Marketing with Lombardi to record a webinar on how Blueprint has helped her company restructure, document and standardize their processes. To listen to the full webinar, click here.

In the webinar, Rachel explains that one of the biggest challenges they faced was that everyone had their own way of doing things. Documents were in piles all over people’s desks and everyone was doing their processes differently. There was no standardization within their processes, which was costing them time and money. PRC needed to be able to take a narrative of their situation and see it in a visual manner.

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This morning we announced IBM’s intention to acquire Lombardi. In case you missed the announcement, you can find it here. I could not be more excited about this. Many of you that have been following us for a long time know that Lombardi has been growing by leaps and bounds over the years. Now, becoming part of the IBM family gives Lombardi the opportunity to reach out to even more companies around the globe and help them solve their process pains and run their businesses more effectively.

Lombardi’s had a long-standing technical partnership with IBM – we were one of the first vendors in the BPM space to deliver a product running on WebSphere. We understand IBM’s strengths and we know how they complement ours as well. We also know that there is a great fit for both Teamworks and Blueprint into the overall IBM BPM portfolio.

We also have many joint customers and partners – so we understand the types of expanded product and service offerings that are needed to drive enterprise level success with BPM.

And, most importantly, we both share a strong passion and commitment to customer success – so our goals are very much in line.

Over the coming weeks we will be sharing more information about this acquisition and what it means for the future. But one thing is clear, the future is truly brighter than ever for Lombardi. In the meantime, I would like to thank our customers, employees, partners, and investors for your support and I look forward to the next decade of BPM.

It’s Business Process Management conference season right now. Over the next 4 weeks, Lombardi and our customers will be participating in quite of few conferences around the world – spreading the news about how BPM can help companies to quickly improve their processes and gain efficiencies.

In fact, last week we found ourselves presenting in Washington D.C. for the Brainstorm BPM, and Sao Paulo, Brazil, for the 2^nd International Congress of Business Processes, respectively.

This week it was the IRM BPM summit in London. Aviva, one of our large insurance customers, spoke about how they are using BPM to get measurable results across their organization.

Next week we are back at it at the Gartner BPM Summit in Orlando Florida, with seven Lombardi customers speaking about their BPM projects. If you are attending this one, you are in for a real treat – we have executives from Lincoln Trust Company, Wells Fargo, Medical University of South Carolina, Foreign Currency Exchange Corp. and others sharing their experiences and best practices for “How to succeed with BPM.”

But the world tour doesn’t stop there. We’ll also be at Forrester’s Business Technology Forum in Chicago next week where another customer, SIRVA, will be sharing their perspective on how BPM helps them drive world-class customer experience in the corporate relocation business.

Finally, we will be rounding out the conference season with Phil Gilbert speaking at a Banking event in Riyadh, Saudi Arabia, as well as participating at both of Gartner’s Symposium/ITXpo events in Orlando, Florida and Cannes, France.

And that’s how you go around the world in 30 days with BPM. Pretty busy schedule, but certainly worth it because we feel that every company can benefit from process improvement if they take the right approach. We hope to see you at one of the events.

In the spirit of our “How To”  blog, I found a very useful article that Kristen Caretta from SearchCIO Midmarket wrote that discusses some of the steps that organizations can take to evaluate BPM vendors!

“Evaluating a Business Process Management solutions vendor: What to ask” offers suggestions from analysts at Forrester and Gartner about what questions people need to ask BPM vendors up front to ensure we are providing a good technology fit for them. 

The article recommends that people check into the vendor’s industry experience, understand their service and technology offerings and provides a number of other useful tips.

We especially appreciate the suggestion for companies to use cloud-based collaboration tools like Blueprint to help with strategic mapping and planning, as well as to help them build their business case for BPM.  In fact, we have a series of whitepapers that further explain how to get started quickly with your process documentation and prioritization, as well as what to do next. You can access them here

Information Age magazine in the UK recently published an interesting article about how social software is changing the way companies design and execute business processes.

The author, Pete Swabey, points to the dramatic events of late as proof that collaboration software and online social networks are rewiring the fabric of society.

Here at Lombardi we agree, and have spent a lot of time and effort looking at ways to further expand the role of BPM to more people through social technologies. They are manifested in Lombardi Blueprint and Teamworks in many ways. You can learn how each incorporates social capabilities here and here respectively. 

The article also interviewed both Phil Gilbert (Lombardi’s President), and Aviva’s CIO, Toby Redshaw. It is a very good article – I encourage you to read it here

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 think most people would agree that BPM is bigger than SOA, in fact, SOA is simply the technology architecture that defines how any technology is designed and deployed. BPM, on the other hand, represents how you link business strategy to business implementation… with [SOA-based] technology being a part of that implementation.

Well, now there’s independent confirmation that BPM is, indeed, bigger than SOA – or at least twice as much BPM information is being searched. Google’s Keyword Tool shows that in May, the phrase “business process management” was used almost twice as many times as “service oriented architecture”, with a higher Adword value. (Too bad we don’t compete in the “consolidate student loan” space…)

I doubt if IBM or any of the other SOA stackers are in jeopardy of being bought by Lombardi any time soon, but at least with Lombardi you know you’re getting more bang for the buck. Twice as much value, in fact…

Editor’s note: The above is excerpted from Phil’s personal blog.

Last week we held our Driven Online virtual conference. It was the first time we hosted our user conference online. The conference ran three days with a mix of speakers from Lombardi, our customers and partners. We worked with eBizQ to leverage the Unisfair virtual conference environment. They both did a great job for us – but more on that in another post.

Here are a couple of interesting thoughts/takeaways that came up during the conference.

The BPM Talent Gap

As companies really try to ramp up their BPM initiatives, they often encounter a “BPM talent gap” in their own organizations as well as in the partners they typically use for solution delivery. Phil Gilbert, Lombardi’s President, talked about how this talent gap is found in multiple roles – from Business Analysis to Program Management to Business Leadership. The good news is that this gap can be readily addressed – often with the team you have at hand. Its just a matter of recognizing the gaps and developing a known set of skills. In fact, Toby Redshaw, CIO at Aviva, talked about the fact that anyone who wants to work in IT over the next few years must be focused on gaining the skills and capabilities required to succeed with BPM. This talent gap issue was also discussed at Gartner’s BPM Show in San Diego this Spring as well as in a great research article called “IT’s Unmet Potential” in the McKinsey Quarterly. Definitely recommended reading.

The Importance of Success Stories

The best way to launch a BPM Center of Excellence (COE) is with success stories. Sometimes the inclination is to focus only on defining standard templates, governance bodies, org structures and the like. In his session, Paul Tazbaz, Enterprise Architect from Wells Fargo talked about how they focused on documenting a set of BPM success stories at the beginning of their COE initiative. These success stories formed the basis of their early conversations with lines of business and corporate IT as they championed BPM across the company. Note that these success stories were about BPM – and many of the success stories predated the formation of the COE. No matter – Paul’s group is focused on getting business units to take advantage of BPM. No better way to do that than to tell them 10 stories about groups in Wells Fargo benefiting from BPM today. Sure makes for a more interesting first meeting with your lines of business than “This is BPMN and you WILL use it.”

Stay tuned for more tales from Lombardi Driven Online. Note that the conference is still available on-demand. If you are a customer or partner and missed the live event, you can still register for access here.