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Archive for the ‘Workflow’ Category

Jon Brodkin recently wrote a thought-provoking, if controversial, piece in Network World highlighting the common misconceptions surrounding cloud computing. Even though it seems like cloud computing and cloud applications affect every aspect of our business lives (which I don’t feel is a bad thing), there appears to be a lot of confusion out there amongst business users as to what the cloud actually provides. And oddly enough, I wouldn’t be surprised to find some IT users that are stumped as well – not by what the cloud can do, per se, but by what it can’t do…which according to Brodkin includes: replacing MS Office, pre-determining legal ownership of IP, and always being cheap.

Jon’s article is less of a celebration of cloud computing and more of a myth-busting “gotcha” segment. I agree that the more information we can share about the intricacies of the cloud and how it compares to traditional on-premise deployments the better, but there is one point in particular with which I take issue, and one point with which I totally agree.

Disagree: Brodkin says cloud computing isn’t as affordable as people think. He uses the example of some cloud apps offering attractive subscription prices and then requiring Internet bandwidth upgrades or bizarre contracts. While it’s up to a customer to read through the contracts they sign (and as a cloud provider I can tell you that no one I know puts out shady EULAs), the Internet bandwidth argument is a little questionable. While bandwidth upgrades can cost upwards of $10,000, it isn’t difficult to find out how much you’ll need for any given cloud app. That’s part of due diligence, and there are thousands upon thousands of cloud applications that will not hog your bandwidth.

Agree: The article’s first contention is that cloud computing will not put IT professionals out of a job and/or make them obsolete. I wish that more IT staffers would absorb this reality and stop worrying that the cloud above their heads is planning to rain all over their careers. “Moving to the cloud” does not need to be followed by IT losing their jobs, and very rarely is. While companies that have been forced to lay off workers due to tough economic times can work more efficiently with collaborative cloud-based BPM solutions (increase productivity, decrease cost) – there will always be a need for management, supervision and technical liaison with cloud vendors. As Brodkin notes, certain skill sets might eventually become less relevant, but employing people with technical knowledge will never fall out of fashion.

I recently came across an interesting opinion piece by analyst and consultant Allen Bonde on SearchCRM (part of TechTarget’s publication network, which now includes eBizQ as well). Bonde made some very reasoned, topical arguments acknowledging the prominent role of “social CRM” in the enterprise and cautioning companies to wait a minute before diving in. I wholeheartedly agree.

As Bonde points out, there are three major ideological questions around the concept of a “social business strategy” that must be answered to ensure that we’re adopting social media for the right reasons – not because the bandwagon beckons. First of all, will social methods of operation really improve our products’ market prospects or adoption? Second, is going from “social media to Enterprise 2.0″ really a clean transition? And finally, here’s the question that really piqued my interest – are we prioritizing style over substance when it comes to balancing what’s best for the business with what’s hot for consumers?

Obviously this is a point of lively debate and so long as traditionalists and experimentalists continue to work alongside each other, it won’t be resolved. Nonetheless, I can’t help but see the “old school” and “new school” attitudes as two faces of the same coin. To argue that social media and “Enterprise 2.0″ are the folly of over-stimulated twenty-somethings is to dismiss a fundamental change in our business environment for fear of embracing progress. Conversely, putting up a Facebook page for one’s middleware solutions company and expecting to have 100,000 IT executives fawning and fanning over it is equally ludicrous.

In the business world we’re all too eager to co-opt any successful trend as our own creation. It’s as though we simply must use popular social networks because ignoring them will show our age and creative limitations. What we’re conveniently forgetting is the reason such communities were started – not for the purposes of sharing product updates and podcasts, but as a haven for checking up on friends – a repository of fond memories. That’s why I’m hesitant to barge ahead and force my company to assume an identity in a social space that is still tremendously successful at facilitating college romances.

That’s not to say that I’m a traditionalist, either. As I’ve discussed in the past, we’re moving towards a communications renaissance through which we can connect with others across the globe face-to-face, and shunning that incredible potential for fear of looking silly is a disservice to your customers, to your employees and to yourself. The key is to incorporate not just the most popular of consumer social media elements, but those that actually directly involve one’s target audience. There are so many places on the Web where IT executives, business executives, purchasing managers and any number of specific groups congregate, and these places don’t just pay lip service to our commonalities – they exist because of them.

Social media is not defined by a single application like Facebook, Twitter, Tumblr or Posterous. Forcing a square peg into a round hole doesn’t make us fashionable and hip; it reduces us to drones. The Internet is nearly limitless and filled with opportunities for every company to customize, create and hone their social business experience; to mingle with the right contacts; to learn from customers and grow in maturity and influence. I assure you – engaging one’s true followers, loyal customers and trusted friends, through genuine conversations and caring, thoughtful interactions will never go out of style.

Gartner recently released seven guidelines for business process management (BPM) success, all of them being conceptual priorities and strategies as opposed to technical specifications. The recommendations, led by VP and distinguished analyst Bill Rosser, are designed to help companies determine which BPM projects to pursue.

Of these seven guidelines (summarized here on eBizQ), amongst them “limited scope,” “high value,” “clear alignment to goals,” “the right metrics,” “goal agreement,” “enthusiastic business sponsor” and “business user engagement,” I want to focus my discussion on the last two.

Gaining the support of a “business sponsor” and engaging “business users” is integral to the success of any BPM project, but for reasons beyond those listed in the original press release. An enthusiastic business sponsor shouldn’t just be the senior executive who will benefit from the project – he should play a primary role in authorizing it, allocating budget for it and implementing it. Rather than be a “cheerleader” for the IT team presumably pursuing the BPM project in the first place, the business leader should be, well, leading it.

The second point of contention is the idea of engaging business users for BPM project success. In the press release, Gartner phrases the advantages of this course of action: “getting them on board typically means offering a fresh perspective on how to look at what they do in their jobs, and making a process view easy to understand and intriguing.”

The idea of encouraging IT to see things from a business user’s perspective is commonly advocated by a variety of BPM experts, not just Gartner, and on face it seems like a very civil, collaborative means of moving forward. My issue with IT trying to make things simpler and more “intriguing” for business users, however, is that it elicits at the very least a mild sense of condescension.

Forgive me if I’m examining this from too granular a perspective, but the vision that comes to mind when imagining IT professionals trying to position the jobs of business professionals in an interesting way is that of a big brother guiding his smaller, less experienced sibling and showing him how to tie his shoes (except in this case, the younger brother is 37 with a master’s degree in marketing). Ultimately, the idea of asking IT users to design a process view so that business users – those who directly drive the creation, implementation and successful resolution of business processes (and therefore BPM) – can understand them is patronizing.

This is the counter-productive result of putting one group in charge of addressing the needs of an entirely different group, and by no means is attributable to any one organization or influencer. I have a special appreciation for business users and their needs because I see the level to which they’re disenfranchised; it’s why my company’s focus is on serving the needs of business users by letting them build and automate every process, saving IT from having to pay a house call and letting both groups focus on their own jobs. The presumption that IT should influence BPM in any way is damaging for both IT and business users because it’s convoluted. Those who need the solution should be able to create the solution. IT professionals will welcome the freedom to focus on things that actually affect them.

In implementing BPM or any sort of organization-wide project, please remember that “business users” are simply professionals whose expertise is in a subject other than programming.

Connie Moore of Forrester Research posted a fascinating introduction to the firm’s 2010 BPM areas of focus shortly before the holidays. In her post she discusses Forrester’s “Role Deep Dives” experiment, in which Connie interviewed business process professionals at 28 large enterprises across nine countries and five continents.

The findings were extremely interesting and illuminated the differences between various business process roles and responsibilities, regardless of how similar they may have initially appeared to the unfamiliar eye. ebizQ’s own Ian Louw does a good job of summarizing the findings here.

From various BPM-centric roles Forrester devised thought-provoking – if not slightly harsh – classifications, including “stakeholders,” “change agents, “gurus,” “wannabes” and “prodigies.” The key message I took from Moore’s research was that job roles (and, of course, titles) within BPM are highly transitory and that business process professionals are seeing significant evolution in their relationships with the two strange bedfellows of the enterprise – IT and business users.

Not surprisingly, therefore, is Moore’s contention that business process managers should aim to support “cross-functional and departmental” processes by adopting packaged solutions like CRM, ERP and PLM while integrating data from BI and/or predictive analytics into their existing BPM framework. Nothing quite screams “I’m a mediator and I’m asking you to collaborate” quite like the marriage of unstructured data integration and business analytics.

Even though it won’t be an easy transition for us as business process professionals to embrace the role of business-IT coach and referee, the benefits of such successful mediation can completely revolutionize the way your company functions. Speaking to the needs of two very different groups while short-changing neither is a delicate balance but it is expected of us in 2010 and beyond. After all, we are becoming increasingly interconnected in both form and function.

I encourage all of us to heed Connie’s insight and to embrace our inner “change agent” and “guru” and lead our organizations into a more collaborative and efficient new year.

PerfectForms is pleased to announce our release of the Affinity Management Group Success Story.

Through directing sales and creating surveys for numerous Fortune 500 companies, The Affinity Management Group has positioned itself as an industry leader in business consulting and survey services. Affinity’s clients include technology firms, telephony networks, human resources specialists, health care institutions and other professional businesses.

Last year, Affinity reported over 10-15 million dollars in sales for clients, which were primarily driven by client survey solutions. PerfectForms software as a service solution has provided Affinity Management Group with an essential survey framework, which has streamlined workflow – delivering an impressive one-year return on investment – and transformed the way Affinity employees do their jobs.

“Jeff has been a godsend! Whenever I need help with anything, I send Jeff an email and within 10 minutes Jeff is personally on the phone with me to explain how to do it.“

“The service level has been phenomenal!”
-Adrina Patterson, Owner of Affinity Management Group

Other notable case study highlights include:

• Affinity survey response rates have been reported as 4 to 5 times better with PerfectForms than industry norms. The sector typically has a 4 – 8% typical response rate for surveys, but Affinity reports that with PerfectForms their norm for 2008 was a 37% response rate.

• Reduced maintenance costs. All technical problems are easily solved with the assistance of PerfectForms on-demand solutions management staff.

• Reduced loss leads due streamlined workflow. Affinity reports that the workflow management system has prevented items from being misplaced or mismanaged, which has increased productivity and simplified process management.

• Expanded business opportunities. Affinity cites that PerfectForms flexibility allows itself to be adapted to new business processes solutions, reducing costs for deployed software. They are looking at transitioning other existing processes to PerfectForms to create new business divisions.

For the full customer case study, click here

Today’s customer success story comes to us from the cutting edge energy solutions firm Trilliant. Trilliant provides network solutions and software for monitoring and controlling electric, gas, and water utility use, in real time, through the Trilliant ‘Smart Grid Network’. Through its monitoring services, Trilliant is able to provide utility companies with state-of-the-art metering and communications infrastructures that can reduce energy consumption and costs for consumers.

Trilliant’s CIO Tom Hines initially considered PerfectForms because of its affordability and simplicity, particularly in comparison to other SaaS solutions. Tom’s positive experience while implementing the service led to Trilliant’s entire Non-Disclosure Agreement process being automated using a PerfectForms application. Since that time, PerfectForms has become an essential tool in streamlining Trilliant’s day-to-day operations.

In addition to providing form creation and automation capabilities, PerfectForms is used by Trilliant as a powerful process mapping tool, which allows administrators to understand and streamline workflow processes. By identifying daily work connection points, Trilliant is able to document all pending items and procedures, better address inefficiencies and manage time and resource investments. This internal management process has been greatly improved thanks to the versatile nature of PerfectForms, saving Trilliant significant time and money.

Just another example of how PerfectForms and our business partners are working hard towards making this world a better, more efficient place.

For the full customer case study, click here