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POLITECNICODIMILANO
DEPARTMENTOFMANAGEMENT,ECONOMICSANDINDUSTRIALENGINEERING
MASTERINMANAGEMENTENGINEERING
ACADEMICYEAR2011/2012
Author: MicheleD’Aliessi
AdaptiveBusinessCollaboration
amanagementmethodologyforbusinessprocessesperformance
improvementfocusedonsemi-structuredprocessesandcollaboration
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano
‣ Introductionandcontext
‣ Keygoals
‣ Researchmethod
‣ Mainfindings
‣ Casestudy
‣ Conclusions
Page1
Agenda
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page2
Introduction and context
PROCESSESTYPES
semi-structuredprocesses
B
A
unstructuredprocesses
B
A
structuredprocesses B
A
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page3
Key goals
‣ Developasystematicandintegratedmethodologicalapproachtosupport
semi-structuredprocessesanalysisandimprovement
‣ Focusoncollaborationasakeyelementtoenableprocessesimprovement
‣ Defineanewmethodologywhoseapplicationtomanyrealcasesfacilitatesthe
identificationofsemi-structuredprocessesspecificimprovingprinciples
Increasingattentionto
semi-structuredprocesses
Collaborationasa
keyelement+
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page4
Research method
1 4
2 3
Evaluatetheexisting
processesanalisysand
improvement
methodologies
Evaluatethepossibilitytouse
thosemethodologiesfor
semi-structuredprocesses
management
Developanewmodelableto
integratetheexisting
methodologieswithnewspecific
managementtecniquesandtools
Evaluatethedeveloped
modeltroughitsapplication
toacasestudy
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page5
Mapping of the existing methodologies
“a priori”
approach
“a posteriori”
approach
structured
processes
unstructured
processes
SOCIAL BPM
BUSINESS
PROCESS
MANAGEMENT
BUSINESS
PROCESS
REENGINEERING
BUSINESS
PROCESS
IMPRO-
VEMENT
SOCIAL
NETWORK
ANALYSIS
ORGANIZATIONAL
NETWORK
ANALYSIS
PROCESS MINING
HUMAN
PROCESS
MANAGEMENT
semi-structured
processes
SEMI-STRUCTURED PROCESSES
ANALYSIS AND IMPROVEMENT
BY USING A MIXED APPROACH
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page6
Key guidelines for the new model development
Enablethechangealreadyfromthemethodologyintroductionphase
throughearlyemployeesinvolvement
Analyzeboththeprocessesmodeland
therealexecutedactivitiesflow
Evaluateemployees’culturaltraitsand
theinterpersonalrelationsonwhichcollaborationisbased
Definesystemicchangeactionsthatintegrate
differentapproachesrelatedtoprocesses,toolsandculture
Developaself-improvingmodelthatenable
processescontinuousimprovement
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page7
New methodology structure
PHASE 1 PHASE 2 PHASE 3
SETTING ANALYSIS DEVELOPMENT
Targets:
‣ Understand which processes and company areas
to act on
‣ Define the targets to achieve with the
methodology introduction
‣ Set up the project governance and define key
roles
‣ Share the main information about the project
development, the decisions that were taken, the
governance structure and the future activities
Targets:
‣ Analyse both the structured and
unstructured activities to achieve
a deep understanding of the
selected processes
‣ Evaluate the cultural traits of the
employees to define incetives
schemes in order to enable
collaboration
‣ Achieve a unified vision of all the
elements analysed
Targets:
‣ Define an action plan to change the processes
structure on three levels:
‣ simplify the processes structures acting on
activities and employees roles
‣ introduce the support of the right tools
‣ enable collaboration by enstablishing the
right incentives schemes through the
behavioural traits evaluation
‣ Set up a monitoring system to evaluate the
processes status and the efficacy of the action
defined
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page8
Setting phase
1 2 3 4
Understandwhichprocessesand
companyareastoacton
Sphere of action
Definethetargetstoachievewith
themethodologyintroduction
Targets definition
Setuptheprojectgovernanceand
definekeyroles
Project governance
Sharethemaininformationabout
theprojectdevelopment
andthedecisionsthatweretaken
Information sharing
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page9
Setting: sphere of action
‣Numberofdifferentfunctionsor
organizationalunitsinvolved
‣Numberofrolesinvolvedinactivities
managementandexecution
‣Employeesdiversityintermsofrolesandculture
‣Employeesvariability
‣Input/outputvariability
‣Activitiesexecutionprobability
‣Numberofinformalcontacts
‣Informationsystemssupportlevel
‣Unstructuredinformationpresence
Organizationalcomplexitydegreeassessment
Activities“unstracturation”degreeassessment
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page10
Analysis phase
5 6
7 8
9
Evaluateemployees
culturaltraitstounderstandhow
toenablecollaboration
Cultural analysis
Evaluatehowtodesignincentive
schemestofostercollaboration
Identifyareferenceframework
fortheunstructuredactivities
Trackthestructuredactivitiesinthe
evaluatedprocesses
Summarizethecriticalelements
identifiedtoobtainaclearand
comprehensiveprocessesvision
Structured
activities analysis
Unstructured
activities analysis
Interpersonal
relations analysys
Synthesis
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page11
Analysis: unstructured activities analysis
A
B
C
D
E
F
H
1. Activitiesflowsevalutationforeachprocessmain
phasethroughrelationalnetworkanalysis
2. Identificationoftheframeworktowhichthe
unstructuredactivitiesareattributableata
probabilisticlevel
3. Analysisofindividualworkloadandpersonal
relationshipsamongcolleagues
4. Collaborationevalutationamongthedifferent
organizationalunits
5. Processcriticalelementsidentificationtoevaluate
potentialcorrectiveactions
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page12
Development phase
1110
A
B
C
Tools
Processes
Culture
Correction actions
definition
Setupamonitoringsystemto
evaluatetheprocessesstatusand
theefficacyoftheactiondefined
Monitoring and control
system definition
Correctionactionsintegrate
toolsintroduction,processeschanges
andcultureshifts
Enabling
continuousimprovement
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page13
Utilized methodologies and tools
1110
A
B
C
5 6
7 8
91 2 3 4
Sphere
of action
Project
Governance
BPM analysis
BPMN mapping
Cultural
analysis
questionnaire
Methodologies:
ONA
Process Mining
HPM
specific ONA
Interpersonal
relations
analysys
reviewed
interpersonal
relations
analysys
Action Point
Planning
matrix
EXISTING
METHODOLOGIESDEVELOPEDTOOLS
Monitoring
system
evolution
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page14
Case study
‣ Evaluatedevelopedtoolsandtecqniquesapplicability
‣ Validatemethodology’sdefinedguidelines
‣ Estimatethemethodologyapplication’soverallbenefits
MAINGOALS:
CONTEXTOFAPPLICATION:
‣ Multinationalfirmintheautomotiveindustry,B2B
‣ About30.000employeesglobally
‣ Productionsitesinmorethan30countries,subsidiariesallovertheworld
‣ ThedevelopedmethodologyhasbeenintroducedintheResearchandDevelopment
Departmenttoanalyzeandimprovetheactiveprojectsmonitoringprocess
CASESTUDY:
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page15
Case study methodology application
1110
A
B
C
5 6
7 8
91 2 3 4
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page16
Case study findings
‣ Thecleargovernancedefinitionsimplifiedandstreamlineddecisionmaking
processesandenabledatransparentprojectmanagement
‣ Facilitatorsintroductionenabledtheactiveemployeesinvolvementin process
correctionactionsdefinition,italsogeneratedcommittmentwithinthevarious
organizationalunitsandcontributedtotheadoptionofthenewtoolsactivated
‣ AdocumentexchangecommonlanguageintroductionintheResearchand
Developmentdepartmentsolvedmanycommunicationissuesemergedthroughthe
methodologyapplication
‣ Theemployeesculturalanalysisallowedtheteamtodesignnewareasofcooperation
takingintoaccountthepsychologicaldimensionofthestaffinordertofoster
collaboration
‣ Theactiveprojectsmonitoringprocessresultedimprovedmainlyintheexecution
timethankstoasignificantcollaborationincreaseinthedepartment
MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page17
Conclusions
‣ Todaysemi-structuredprocessesanalysisandmanagementrepresentachallengefor
thebusinessworld
‣ Theexistingprocessanalysisandmanagementmethodologiesareconvergingto
semi-structuredprocesses,howeverthereisnosystemicandcommonlyrecognized
methodologyfortheirspecificimprovement
‣ Thisthesishaslaidthefoundationforthedefinitionofamethodologicalapproach
focusedonsupportingsemi-structuredprocessesimprovementthatintegrates
existingtechniqueswithinnovativefeatures
‣ Thecasestudymethodologyapplicationenableditsvalidationandthe
methodologicalproposedframeworkimprovement
‣ Futureresearchcanbeorientedinmakingthemethodologymorespecificfor
differentindustrialsectorsthroughitsapplicationtomanycasesinordertodesigna
standardtechnologicalsupportforsemi-structuredprocessesimprovement
POLITECNICODIMILANO
DEPARTMENTOFMANAGEMENT,ECONOMICSANDINDUSTRIALENGINEERING
MASTERINMANAGEMENTENGINEERING
ACADEMICYEAR2011/2012
Author: MicheleD’Aliessi
AdaptiveBusinessCollaboration
amanagementmethodologyforbusinessprocessesperformance
improvementfocusedonsemi-structuredprocessesandcollaboration

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Adaptive Business Collaboration

  • 2. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano ‣ Introductionandcontext ‣ Keygoals ‣ Researchmethod ‣ Mainfindings ‣ Casestudy ‣ Conclusions Page1 Agenda
  • 3. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page2 Introduction and context PROCESSESTYPES semi-structuredprocesses B A unstructuredprocesses B A structuredprocesses B A
  • 4. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page3 Key goals ‣ Developasystematicandintegratedmethodologicalapproachtosupport semi-structuredprocessesanalysisandimprovement ‣ Focusoncollaborationasakeyelementtoenableprocessesimprovement ‣ Defineanewmethodologywhoseapplicationtomanyrealcasesfacilitatesthe identificationofsemi-structuredprocessesspecificimprovingprinciples Increasingattentionto semi-structuredprocesses Collaborationasa keyelement+
  • 5. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page4 Research method 1 4 2 3 Evaluatetheexisting processesanalisysand improvement methodologies Evaluatethepossibilitytouse thosemethodologiesfor semi-structuredprocesses management Developanewmodelableto integratetheexisting methodologieswithnewspecific managementtecniquesandtools Evaluatethedeveloped modeltroughitsapplication toacasestudy
  • 6. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page5 Mapping of the existing methodologies “a priori” approach “a posteriori” approach structured processes unstructured processes SOCIAL BPM BUSINESS PROCESS MANAGEMENT BUSINESS PROCESS REENGINEERING BUSINESS PROCESS IMPRO- VEMENT SOCIAL NETWORK ANALYSIS ORGANIZATIONAL NETWORK ANALYSIS PROCESS MINING HUMAN PROCESS MANAGEMENT semi-structured processes SEMI-STRUCTURED PROCESSES ANALYSIS AND IMPROVEMENT BY USING A MIXED APPROACH
  • 7. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page6 Key guidelines for the new model development Enablethechangealreadyfromthemethodologyintroductionphase throughearlyemployeesinvolvement Analyzeboththeprocessesmodeland therealexecutedactivitiesflow Evaluateemployees’culturaltraitsand theinterpersonalrelationsonwhichcollaborationisbased Definesystemicchangeactionsthatintegrate differentapproachesrelatedtoprocesses,toolsandculture Developaself-improvingmodelthatenable processescontinuousimprovement
  • 8. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page7 New methodology structure PHASE 1 PHASE 2 PHASE 3 SETTING ANALYSIS DEVELOPMENT Targets: ‣ Understand which processes and company areas to act on ‣ Define the targets to achieve with the methodology introduction ‣ Set up the project governance and define key roles ‣ Share the main information about the project development, the decisions that were taken, the governance structure and the future activities Targets: ‣ Analyse both the structured and unstructured activities to achieve a deep understanding of the selected processes ‣ Evaluate the cultural traits of the employees to define incetives schemes in order to enable collaboration ‣ Achieve a unified vision of all the elements analysed Targets: ‣ Define an action plan to change the processes structure on three levels: ‣ simplify the processes structures acting on activities and employees roles ‣ introduce the support of the right tools ‣ enable collaboration by enstablishing the right incentives schemes through the behavioural traits evaluation ‣ Set up a monitoring system to evaluate the processes status and the efficacy of the action defined
  • 9. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page8 Setting phase 1 2 3 4 Understandwhichprocessesand companyareastoacton Sphere of action Definethetargetstoachievewith themethodologyintroduction Targets definition Setuptheprojectgovernanceand definekeyroles Project governance Sharethemaininformationabout theprojectdevelopment andthedecisionsthatweretaken Information sharing
  • 10. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page9 Setting: sphere of action ‣Numberofdifferentfunctionsor organizationalunitsinvolved ‣Numberofrolesinvolvedinactivities managementandexecution ‣Employeesdiversityintermsofrolesandculture ‣Employeesvariability ‣Input/outputvariability ‣Activitiesexecutionprobability ‣Numberofinformalcontacts ‣Informationsystemssupportlevel ‣Unstructuredinformationpresence Organizationalcomplexitydegreeassessment Activities“unstracturation”degreeassessment
  • 11. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page10 Analysis phase 5 6 7 8 9 Evaluateemployees culturaltraitstounderstandhow toenablecollaboration Cultural analysis Evaluatehowtodesignincentive schemestofostercollaboration Identifyareferenceframework fortheunstructuredactivities Trackthestructuredactivitiesinthe evaluatedprocesses Summarizethecriticalelements identifiedtoobtainaclearand comprehensiveprocessesvision Structured activities analysis Unstructured activities analysis Interpersonal relations analysys Synthesis
  • 12. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page11 Analysis: unstructured activities analysis A B C D E F H 1. Activitiesflowsevalutationforeachprocessmain phasethroughrelationalnetworkanalysis 2. Identificationoftheframeworktowhichthe unstructuredactivitiesareattributableata probabilisticlevel 3. Analysisofindividualworkloadandpersonal relationshipsamongcolleagues 4. Collaborationevalutationamongthedifferent organizationalunits 5. Processcriticalelementsidentificationtoevaluate potentialcorrectiveactions
  • 13. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page12 Development phase 1110 A B C Tools Processes Culture Correction actions definition Setupamonitoringsystemto evaluatetheprocessesstatusand theefficacyoftheactiondefined Monitoring and control system definition Correctionactionsintegrate toolsintroduction,processeschanges andcultureshifts Enabling continuousimprovement
  • 14. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page13 Utilized methodologies and tools 1110 A B C 5 6 7 8 91 2 3 4 Sphere of action Project Governance BPM analysis BPMN mapping Cultural analysis questionnaire Methodologies: ONA Process Mining HPM specific ONA Interpersonal relations analysys reviewed interpersonal relations analysys Action Point Planning matrix EXISTING METHODOLOGIESDEVELOPEDTOOLS Monitoring system evolution
  • 15. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page14 Case study ‣ Evaluatedevelopedtoolsandtecqniquesapplicability ‣ Validatemethodology’sdefinedguidelines ‣ Estimatethemethodologyapplication’soverallbenefits MAINGOALS: CONTEXTOFAPPLICATION: ‣ Multinationalfirmintheautomotiveindustry,B2B ‣ About30.000employeesglobally ‣ Productionsitesinmorethan30countries,subsidiariesallovertheworld ‣ ThedevelopedmethodologyhasbeenintroducedintheResearchandDevelopment Departmenttoanalyzeandimprovetheactiveprojectsmonitoringprocess CASESTUDY:
  • 16. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page15 Case study methodology application 1110 A B C 5 6 7 8 91 2 3 4
  • 17. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page16 Case study findings ‣ Thecleargovernancedefinitionsimplifiedandstreamlineddecisionmaking processesandenabledatransparentprojectmanagement ‣ Facilitatorsintroductionenabledtheactiveemployeesinvolvementin process correctionactionsdefinition,italsogeneratedcommittmentwithinthevarious organizationalunitsandcontributedtotheadoptionofthenewtoolsactivated ‣ AdocumentexchangecommonlanguageintroductionintheResearchand Developmentdepartmentsolvedmanycommunicationissuesemergedthroughthe methodologyapplication ‣ Theemployeesculturalanalysisallowedtheteamtodesignnewareasofcooperation takingintoaccountthepsychologicaldimensionofthestaffinordertofoster collaboration ‣ Theactiveprojectsmonitoringprocessresultedimprovedmainlyintheexecution timethankstoasignificantcollaborationincreaseinthedepartment
  • 18. MicheleD’Aliessi - AdaptiveBusinessCollaboration - PolitecnicodiMilano Page17 Conclusions ‣ Todaysemi-structuredprocessesanalysisandmanagementrepresentachallengefor thebusinessworld ‣ Theexistingprocessanalysisandmanagementmethodologiesareconvergingto semi-structuredprocesses,howeverthereisnosystemicandcommonlyrecognized methodologyfortheirspecificimprovement ‣ Thisthesishaslaidthefoundationforthedefinitionofamethodologicalapproach focusedonsupportingsemi-structuredprocessesimprovementthatintegrates existingtechniqueswithinnovativefeatures ‣ Thecasestudymethodologyapplicationenableditsvalidationandthe methodologicalproposedframeworkimprovement ‣ Futureresearchcanbeorientedinmakingthemethodologymorespecificfor differentindustrialsectorsthroughitsapplicationtomanycasesinordertodesigna standardtechnologicalsupportforsemi-structuredprocessesimprovement