Recently the Foreign Currency Exchange Corp. (FCE) recorded a webinar with TechTarget discussing the experiences that they have had with BPM.

FCE, which is a subsidiary of the Bank of Ireland Group, provides a broad range of currency conversion products and services to wide range of industries and uses both Blueprint and Teamworks as an alternative to traditional application development. Using BPM lets them deliver projects an eye-popping 50% faster than traditional  approaches.

Some important take-aways discussed in the webinar include:

• How they became self sufficient after their very first project
• How they gather business requirements in a much more collaborative way
• How they recevied valuable feedback during development, not waiting until after it’s 80% built
• How to engage the business to take ownership in their business applications

To listen to the FCE webinar, go here (you will need to register) or alternately you can listen to a podcast version of the interview here.

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.

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.

Devin Rickard is a Senior Director of Business Process Improvement at Symantec, the company best known for its Norton line of security products.  The team that Devin belongs to acts as internal process consultants at the company and they’ve adopted Lombardi Blueprint as the common process modeling tool for the group.  What they found however is that Blueprint has a wide appeal beyond their group.

I caught up with Devin to learn about process improvement at Symantec and how his team was using Blueprint.

>>My talk with Devin (11:53): Take a Listen

Devin Rickard of Symantec's Business Process Improvement team

Some of the topics Devin tackles:

• Symantec has grown through rapid organic growth as well as acquisition.  This has led to processes being executed in islands. Devin’s group works with the islands to try and “pull them together into a single continent.”
• The team practices “stealth six sigma.”  They have adapted the processes and tools from Six Sigma so that they fit the Symantec corporate culture.
• What started as a nice tool for the practitioners has ended up becoming the core catalyst that brings together individuals and helps them to visualize what they are trying to improve upon for Symantec customers and partners.
• As business owners or process managers become engaged they are becoming aggressive adopters of Blueprint.  They find it gets them a picture of their business that they’ve never had before and they want to find the areas within their own processes that they can make improvements to.
• The interest/involvement of the business has noticeably shortened the time to improvements.
• Some of the projects Devin and team have used Blueprint for: transforming the quote to cash process and the procure to pay process (Blueprint helped to cut the time to pay employee expense reports from 3-5 weeks to 2-3 days) as well as working on ways to make the process of integrating acquisitions smoother.

Yesterday I chatted with Dr. Joyce Statz who has been teaching a course at St. Edwards University in its school of management and business.  Her course, “Multiple project and portfolio management” is offered as part of the Masters of Science in Project Management degree, and teaches how to manage multiple portfolios of project work in an organization.

I recently learned that Joyce introduced Lombardi Blueprint as a tool within her class and had a lot of success.  I called her up to learn more.

>> Take a listen (6:11)

Some of the Topics we tackle:

• Who are the students that make up her class and what are their backgrounds?
• Mixing concepts with hands-on exercises
• Replacing Visio/Word/Excel in the classroom
• How the strongest Visio advocates at the beginning of the term became the biggest Blueprint champions at the end of the course.

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.

Over the the holiday break I chatted with Stacie Kenney, a Business Process Analyst with West Bend Mutual Insurance. West Bend is located in Wisconsin and has been around since 1894.  They offer property/casualty insurance for businesses, homes, autos, and personal property through independent agencies in six states.

Stacie and I discussed how she worked over the last year to help create a small commercial offering which, before BPM and process mapping, had not been practical to offer.

We also discussed the role that process mapping played in the recent IT department re-org, helping to streamline processes and breakdown silos.

My talk with Stacie (7:17)

West Bend BA, Stacie Kenney

Some of the Topics we tackle:

• West Bend’s “Smart Business” offering and how it leverages new technologies like services, content generation tool and Teamworks.
• Given that the “Smart Business” premiums were small, the goal was to de-complicate the process so that the agencies could set up the policy with very little time up front.
• Before Blueprint, the BA’s leveraged Visio for flows along with a “mammoth” spec doc in Word.  The biggest issue with this approach was keeping the content in sync.
• West Bend was drawn to Blueprint by its collaboration and document generation capabilities.
• The “Road To Excellence” and the IT re-org, breaking down silos and centralizing the BA’s.
• Using process mapping to document the flow of work coming into the BA group from the business, categorize it and then deliver it back on a monthly basis.

Last month I posted a podcast I did with Steve Burge of Tillamook County Creamery Association talking about how this dairy cooperative launched a company-wide effort to turn nearly 100 years of “tribal knowledge” into documented processes.

Since the story was a great example of tackling a process documentation effort that involved the whole org, rather than just IT, we decided to turn it into a webinar.  We worked with ModernAnalyst.com and created a 35 minute webinar which you can check out here (note that it takes a few seconds to load).

Enjoy!

Last week, before the Thanksgiving break here in the States, I recorded an interview with Paul Bell of Dell (Paul reports to CEO Michael Dell and is responsible for all business operations for Dell in North and South America).

I had heard Paul speak at the RackSpace Customer event back at the end of September and had been impressed with his comments on Cloud Computing and the economy (two very popular topics these days).  I followed up with him afterwords and the result is the interview which you can find here.

(FYI Lombardi is a Dell customer and Dell is a Lombardi Teamworks customer)

Morphis is a company that provides currency supply chain management software and counts among its customers the U.S. Federal reserve as well as central banks, ATMs and armored car companies around the world.  Process mapping was the furthest thing from their minds when they started in business but they quickly found out that if they didn’t start leading their customers in process mapping sessions they wouldn’t be able to sell their product.

Last week I chatted with Gary Faulkner of Morphis about how they found themselves unexpectedly leading process mapping sessions for customers or, as Gary likes to describe the turn of events, “A funny thing happened on the way to the software business.”

Take a listen:

My talk with Gary (6:59):

Blueprint enabled a pair-o-dime shift for this currency manager.

Some of the Topics we tackle:

• Conundrum: Morphis is meant to be customized to fit a customer’s process but if a customer can’t describe their process how can Morphis be customized?
• Being new to process mapping they were looking for something that was intuitive and easy to use.
• The power of seeing the process laid out visually and the importance of working on the exercise collaboratively.
• How Morphis’s implementations are all done virtually over Webex around the globe

There has been a lot of buzz about cloud computing lately but what exactly is it?  Everyone seems to have their own slightly different definition.

My belief is that if you draw on compute resources, be they apps or platforms, from a source you don’t own or manage and that you can scale up or down as needed and you are billed accordingly… that’s cloud computing. The biggest advantages of this as a customer are the ability to get started immediately, no software to load and maintain, expand as needed and even turn the service off if its not useful.  Also because there is not a big Capex outlay to get started, you are not bogged down in approval cycles.

What do some of the experts in the field think?  I went to the Rackspace customer event a couple of weeks ago to find out.  (In case your wondering, Lombardi Blueprint, our cloud-based process modeling tool is hosted by Rackspace and will soon be making use of its cloud files in its next release.)

This is what I learned about the past, present and future of Cloud Computing:

• My podcast with John Engates, Rackspace CTO and John’s presentation
• My podcast with Lanham Napier, Rackspace CEO
• My podcast with Jonathan Bryce, Mosso (Rackspace’s cloud division) founder

BTW, if you don’t recognize the building in the clouds above, its the Alamo located in San Antonio where the event was held.