Pre-Conference Workshops • Agenda
Monday 29 September 2008 – 09:30-17:30
Morning Workshops
09:30–13:00 Building an Aligned Process Architecture and Change Program
Roger Burlton, Founder, Process Renewal Group
09:30–13:00

Principles of Business Process Management
Dee Carri, Founder and Director, Torque Management (Ireland)
Paul Harmon, Co-founder and Executive Editor, BPTrends.com and Chief Methodologist, BPTrends Education and Consulting (US)
Roger Tregear, Consulting Principal, Leonardo Consulting (Australia)

09:30–13:00 Modeling, Analysis and Design, Critical Success Factors
Kathy Long, Senior Consultant, Process Renewal Group
Afternoon Workshops
14:00–17:30 Ten Golden Rules for Designing a Service Oriented Architecture
Rick van der Lans, Independent Consultant, R20/Consultancy
14:00–17:30 Principles of Business Process Management Continued
Dee Carri, Founder and Director, Torque Management (Ireland)
Paul Harmon, Co-founder and Executive Editor, BPTrends.com and Chief Methodologist, BPTrends Education and Consulting (US)
Roger Tregear, Consulting Principal, Leonardo Consulting (Australia)
14:00–17:30 Facilitating Process Discovery and Mapping: Practical Techniques for Successful Workshops
Alec Sharp, Senior Consultant, Clariteq Systems Consulting

09:30-13:00
Building an Aligned Process Architecture and Change Program

speakers.htm#Burlton Roger Burlton
Founder,
Process Renewal Group

In most organizations process change are numerous but not well aligned. Drivers for these changes can be traced to business performance gaps, governance and compliance risks, IT requirements needs, customer and competitor threats and inability to change quickly enough. Consequently, individual initiatives are not contributing to business value creation and the assets they deliver are not connected well enough internally to satisfy expectations. It is now apparent that piecemeal project approaches are not the solution and that process management has to become more strategic. Enterprise-wide, process-oriented Business Architecture’s time has come to bridge the gap and to ensure that, whatever may happen, the whole business and all of its capabilities can anticipate and respond in time.

This half -day workshop will show you how to develop and let you practice building a Business Process Architecture that reflects the business drivers and strategic intent of the enterprise and defines the organizational capabilities required for the enterprise to realize its purpose. This Process Architecture will provide the basis for aligning the IT Architecture and the Human Capital Plans with the creation of business value and for the ongoing management of cross-functional processes as assets themselves.

  • Principles of Business Architecture
  • Strategic Intent and Stakeholder Analysis
  • Developing the Process Architecture
    • Value Chain Approach
    • Stakeholder and Asset Lifecycle Approach
    • Reference Framework Approach
  • Alignment of other Architectures
  • Program Planning and Prioritizing Process Projects
  • A Small Group Case Study Exercise will be conducted

09:30-13:00
Principles of Business Process Management

speakers.htm#Carri Dee Carri
Founder and Director
Torque Management
(Ireland) 
Paul Harmon Paul Harmon
Co-founder and Executive Editor
BPTrends.com and
Chief Methodologist
BPTrends Education and Consulting (US)
Roger Tregear Roger Tregear
Consulting Principal
Leonardo Consulting (Australia)

This course provides an overview and a foundation for other courses in the BPTrends Business Process Management (BPM) Curriculum and Certificate Program. It offers a general discussion of the principles, concepts and techniques required to transform your business from a traditional, functional organization to a process-centric organization. The course introduces a systematic approach and methodology for planning, monitoring, measuring and managing your company’s business process performance and for redesigning and improving specific processes. In the morning session we will focus on a broad overview of BPM and a discussion of process work at the enterprise level. In the afternoon session we will focus on work at the process improvement level and on implementation issues, including BPMS.

Who should attend

This introduction to BPM is a must for everyone interested in business process improvement. It’s designed for business managers, business analysts, and practitioners involved in process-based change and the automation of process solutions. This course is the foundation for all other courses in the BPTrends BPM curriculum. It establishes a methodology, a common language, and a baseline for all other courses in the curriculum.

What you will achieve

  • Understand the value and benefits of business process management
  • Understand the principles of business process management and how to apply them
  • Understand BPM best practices and methodologies
  • Understand the respective roles of relationship management, process architecture, process analysis, process redesign, process improvement, process automation, and organization design – and how to make them work together.
  • Understand basic BPM management and measurement techniques.

What you will learn

  • How to align your corporate strategy with a well designed business architecture
  • How to integrate your business process architecture with human performance and IT implementation plans.
  • The key considerations of a process-based approach to business process change management
  • The strategic, tactical and operational considerations in a comprehensive BPM framework
  • How to plan for cross-organization acceptance and implementation

09:30-13:00
Modeling, Analysis and Design, Critical Success Factors

Kathy Long Kathy Long
Senior Consultant
Process Renewal Group

Research has shown that most BPM failures can be attributed to the failure of organizations to properly define and communicate the most basic process principles to the people in the organization. As a result there is a significant disconnect in perceptions about what a “process” is, the information related to process that must be identified, the appropriate techniques for communicating process information and how to analyze that information in a way that results in substantial improvements to process.

This half-day seminar will focus on the fundamental building blocks of process, and process modeling and analysis. For those getting started this tutorial will provide you with the knowledge you will need to initiate process transformation. If you’re already experienced it will provide an overall comprehensive framework to pull together the components of BPM into a more integrated whole that is repeatable and shareable. Business Process Management (BPM) allows organizations to be flexible and to quickly adapt to changes in customer requirements and expectations, often initiated by competition or changes in regulations. In order to do this, people within the organization must be able to identify, model, analyze and design processes in an effective way.

  • Principles of Business Process
    • Definition of Process
    • Building Blocks of Process
  • Modeling Business Processes
    • Identifying the “right” information
    • Modeling Techniques
    • Using Models to Effectively Communicate
  • Analyzing Processes
    • Process Information Required to Analyze Processes
    • Analysis Techniques
  • Small Group Case Study Exercises

14:00-17:30
Ten Golden Rules for Designing a Service Oriented Architecture

Rick van der Lans Rick van der Lans
Independent Consultant
R20/Consultancy

SOA (Service Oriented Architecture) is no longer hype. Most organizations are designing or implementing one. But which organizations are doing it right, and which are losing themselves in too much technology? When designing a SOA, there are so many questions to ask. Should we drown in small, little services? Should we start with the business processes and design the SOA top down? How do we manage and control this highly distributed environment? What about governance? The list of questions is enormous. In this tutorial ten important guidelines are discussed that will help you set up a successful SOA. These guidelines are based on experiences in various real life SOA projects from many organizations.

  • Should we design top down or bottom up?
  • SOA is not about SOAP, or UDDI, and not even about a bus, it is about services
  • Why are mashups important to SOA?
  • Integrating SOA with BPM and BI
  • The crucial role of a reference architecture

14:00-17:30
Principles of Business Process Management Continued

speakers.htm#Carri Dee Carri
Founder and Director
Torque Management
(Ireland) 
Paul Harmon Paul Harmon
Co-founder and Executive Editor
BPTrends.com and
Chief Methodologist
BPTrends Education and Consulting (US)
Roger Tregear Roger Tregear
Consulting Principal
Leonardo Consulting (Australia)

This course provides an overview and a foundation for other courses in the BPTrends Business Process Management (BPM) Curriculum and Certificate Program. It offers a general discussion of the principles, concepts and techniques required to transform your business from a traditional, functional organization to a process-centric organization. The course introduces a systematic approach and methodology for planning, monitoring, measuring and managing your company’s business process performance and for redesigning and improving specific processes. In the morning session we will focus on a broad overview of BPM and a discussion of process work at the enterprise level. In the afternoon session we will focus on work at the process improvement level and on implementation issues, including BPMS.

Who should attend

This introduction to BPM is a must for everyone interested in business process improvement. It’s designed for business managers, business analysts, and practitioners involved in process-based change and the automation of process solutions. This course is the foundation for all other courses in the BPTrends BPM curriculum. It establishes a methodology, a common language, and a baseline for all other courses in the curriculum.

What you will achieve

  • Understand the value and benefits of business process management
  • Understand the principles of business process management and how to apply them
  • Understand BPM best practices and methodologies
  • Understand the respective roles of relationship management, process architecture, process analysis, process redesign, process improvement, process automation, and organization design – and how to make them work together.
  • Understand basic BPM management and measurement techniques.

What you will learn

  • How to align your corporate strategy with a well designed business architecture
  • How to integrate your business process architecture with human performance and IT implementation plans.
  • The key considerations of a process-based approach to business process change management
  • The strategic, tactical and operational considerations in a comprehensive BPM framework
  • How to plan for cross-organization acceptance and implementation

14:00-17:30
Facilitating Process Discovery and Mapping: Practical Techniques for Successful Workshops

Alec Sharp Alec Sharp
Senior Consultant
Clariteq Systems Consulting

Even for an experienced facilitator, facilitating “process” sessions can be daunting. You can’t just walk in and ask “What are your business processes?” or you’ll get a bewildering array of tasks, procedures, functions, departments, systems, and subprocesses. And, of course, “What’s a business process?” If you do manage to discover a true business process, modeling it can be a challenge—you’ll have your hands full trying to keep the group from gravitating to every variation, exception, error, and piece of irrelevant detail.

Luckily, there’s a way forward. This tutorial, backed up by 25 years of facilitation experience, will introduce some core facilitation techniques and then cover proven methods and agendas specifically for working with business processes. You’ll learn how to gather background information and prepare for the session, how to initiate it, how to facilitate the discovery of business processes, and how to keep the group moving while developing a process workflow model.

Key topics:

  • Pre-session interviews—what to ask, what to listen for, and what to ignore.
  • Seven core techniques for the facilitator.
  • Setting the right tone—initiating the session without silly parlour games and “inclusion activities.”
  • A bottom-up approach to process discovery—how to facilitate it, and why it works.
  • How to complete a first pass through your initial process model within your natural lifetime.
  • How to refine and extend the model while avoiding the abyss of detail
  • Five tough situations and how to deal with them.