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Connecting Process Professionals




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                              Results Driven. When Business & IT Matters
Results Driven. When Business & IT Matters




So you have the process
documented, what about the
users?

Maria Horrigan
Principal Consultant
Regional Lead Business process Design &
Improvement
BPMLink Feb 2010                        Results Driven. When Business & IT Matters
Slideshare and blogs

        www.slideshare.com/murph



        www.barocks.com
        Zenagile.wordpress.com

        @miahorri
        #BPM , #Agile


                            Results Driven. When Business & IT Matters
Business Process Design and
Improvement
• IT is now part of the business - every
  program, every initiative, will have some
  touch point with technology
• Success depends on anticipation of
  future trends and ability to sense
  upcoming developments and to design
  appropriate systems and processes
• Understanding business processes is
  important
• Understanding Users, their needs and
  their behaviour is critical    Results Driven. When Business & IT Matters
Typically we start by analysing the
process
• Talk to client and find out about the
  current process
• Document “as is” process
• Look at needs to improve efficiency and
  effectiveness of program or initiative
• Identify where the system can automate
  functions within the business process
• Map the “to be” process
                                Results Driven. When Business & IT Matters
The result




But what about the users?????
                                Results Driven. When Business & IT Matters
Process vs People
Project success hinges on Users therefore
  we need to:
• Understand what they want
• Uncover what they need ….
• Look at the context
• Understand the user behaviour
• Show how the process will help users in
  their work
• Design the process and system for users
  (not just for the business) Results Driven. When Business & IT Matters
What needs to be considered
Not just about the
process or the
technology




                                Results Driven. When Business & IT Matters
Process centric vs User centered

•   Six Sigma
•   Waterfall
•   Lean
•   Agile
•   Trends in 2010




                         Results Driven. When Business & IT Matters
Six Sigma
• Focuses on removing the causes of defects
  (errors) and the variation (inconsistency) in
  manufacturing and business processes using
  quality management
• Asserts that continuous efforts to achieve stable
  and predictable process results are vital for
  business success
• Processes have characteristics that can be
  measured, analysed, improved and controlled
• Follows a defined sequence of steps and has
  quantified targets
                                      Results Driven. When Business & IT Matters
Waterfall – takes time, sequential

                           Project Directing

                     Analysis
                                                      You’re only going to
                            Design                    find out if your solution
                                                      works at the end
                                Implement/Build

                                          Test


   Start up   Initiation                Delivery                      Closing


                           Project Planning

                                                   Results Driven. When Business & IT Matters
Waterfall – it’s expen$ive to change

                         Project Directing
                                                                         $$$
100%


                                                               It’s too expensive to
 10%                                                           incorporate changes
                                                 $$            toward the end of
                            $
                                                               the project
   0                     Cost of change

 Start up   Initiation                Delivery                        Closing


                         Project Planning

                                                      Results Driven. When Business & IT Matters
Lean

• "Lean", is a production practice that considers
  the expenditure of resources for any goal other
  than the creation of value for the end customer
  to be wasteful, and thus a target for elimination
• Working from the perspective of the customer,
  "value" is defined as any action or process that
  a customer would be willing to pay for
• Lean IT focuses on customer satisfaction and
  reducing waste and is centered around creating
  more value with less work
                                      Results Driven. When Business & IT Matters
Agile & Lean software development

• Agile - set of software development
  methodologies that originated as a response to
  fat and slow software development processes
  that increased lead time, work in progress and
  value/non value added activities ratio
• Agile has as one of its origins, concepts from
  Lean Thinking, as well organises work in a
  cross-functional, multidisciplinary work cell
• Focus on continuous improvements, that is the
  base of Lean
• Why this trend to Agile……
                                    Results Driven. When Business & IT Matters
Business drivers for change to Agile
A need to maximise:
• Business value
Reduce:
• Waste/cost
Improved:
• Responsiveness to
  business
• Service levels to business
• Quality
Minimise risk profile
                               Results Driven. When Business & IT Matters
Agile Manifesto


 Individuals and interactions            Processes and tools

 Working software               Comprehensive documentation

 Customer collaboration                  Contract negotiation

 Responding to change                       Following a plan


• Whilst there is value in the items on
  the right, we value the items on the left more.


                                            Results Driven. When Business & IT Matters
Agile Approach – User Centered
                                      Directing
                                                                                      This is
 Prioritised                                                                         actually
                                                    Understand
                   Features                        context of use                   ISO13407
 ‘features’          Features
                       Features
                                                                       Specify user and
                                  Evaluate/validate                       strategic
                                     with users     Implement
Users involved                                        Solution
                                                                        requirements
throughout the    Identify users’
                                                     Produce
    process           needs
                                                  design solution


       Start up    Initiation                     Delivery                        Closing


                                      Planning
                                                                 Results Driven. When Business & IT Matters
Mapping the User experience
                                                             Refine process
Map business             Workshop processes                     through
 processes                and requirements                   storyboarding




  Iterate improvements
     to user interface
        prototypes            Refine storyboard mapping
                                 user experience and
                                 business processes

                                Validate with
                                    users
                                                      Results Driven. When Business & IT Matters
Understanding users, their behaviour and their context

CASE STUDY – USER PROFILES
THROUGH PERSONAS

                                              Results Driven. When Business & IT Matters
Understanding Users - Personas

• Started off with „skinny‟ view of users gained
  thru workshops
• Added to personas as info uncovered thru SNA
  – place in the network, information preferences,
  types, communication styles & channels
• Built up personas as we went in our agile
  project iterations, rather than all-at-once




                                     Results Driven. When Business & IT Matters
From skinny to ZenAgile personas
As our project knowledge evolved, we
  added to our understanding of users:
• Their information preferences
• Their expectations
• Their capabilities
• Their information needs
• Their social network profiles (Forrester‟s
  Technographics)
Documented as ‘ZenAgile’ personas
                                 Results Driven. When Business & IT Matters
Added style preferences to personas
                                               • People
• Goal oriented
                                               oriented
• Assertive
                                               • Animated
• Task & information
focused                 D            T         • Creative
                                               • Outgoing




                                                                        people
                       Drivers
     task



                                   Talkers



• Logical
• Information &
task focus
                        C            S     • People
                                           oriented
                                           • Team players
• Detail orientated                        •
                    Controllers   Supporters Dependable
• Cautious & risk                          • Stable
averse
                                        Results Driven. When Business & IT Matters
Added communication channel preferences

People learn different ways
V= Visual (Something „seen‟ or visual
 stimulation)
  • Need a graphic representation
A= Auditory (A „sound‟ memory or related to a
 sound
  • Need to hear the explanation of how
    things work
K= Kinaesthetic (Has a „doing‟ memory,
 feeling the emotion or activity of the memory
  • Need to use the system to understand
                                   Results Driven. When Business & IT Matters
How we supported user learning
Visual                    Auditory                       Kinaesthetic
Learn by seeing           Learn by listening             Learn by doing

 • Have strong            •   Love to talk                    Move around a
    spelling & writing    •   Appear to daydream               lot, tap pens
    skills                    whilst „talking‟ inside          and shift in their
 • Find spelling              their heads                      seat
    mistakes              •   Read in a talking style         Want lots of
    distracting           •   Love the telephone and           breaks
BestTools: much &
 • Not talk                   music                           Enjoy games
• Personaslistening for
    dislike                    Best Tools:                    Don‟t like
                                                              Best Tools:
• Process Maps
    too long                   • Discuss User
                                                              •reading, but
                                                                Prototypes
•Presentations
 • Will be distracted          scenarios (their
                                                              •doodle and take
                                                                 Workshops
(animation &
    by untidiness and          story)
                                                              •notes (User
                                                                UAT
diagrams)
    movement                   • Presentations
                                                              Acceptance
• Prototypes                   • Podcasts
                                                              Testing)
• Storyboards
                                                        Results Driven. When Business & IT Matters
Added social online behavioural
preferences




                         Results Driven. When Business & IT Matters
The result – ZenAgile Personas

     Context


                               Information
                                Discovery
 Behaviour
               Communication             Motivations
                preferences


 Pain Points
                                 Wants




                                      Results Driven. When Business & IT Matters
Want Maps




Photo - http://www.flickr.com/photos/magia3e/4270281812/in/photostream/

                                                                          Results Driven. When Business & IT Matters
What did I learn?

• Personas and Want Maps are a good way
  to help convey and shape understanding
  of user‟s info needs
• Agile approach - build on “skinny” profile &
  flesh out personas as the project proceeds
• Use these personas in discussions with
  client to ensure process design and
  improvements has the user needs “top of
  mind”
                                 Results Driven. When Business & IT Matters
Critical to Understand User needs
• Look at the project within the context
  of the organisation, the business unit
  and the users
• Always ask if what you are doing is
  adding value and how does it link back
  to the strategy
• Utilise Contextual Inquiry to
  understand how process is applied
• It‟s not about You! It‟s about Users

                               Results Driven. When Business & IT Matters
2009 Trends in BPM & BA

• Change in requirements approaches and
  use of requirements management and
  BPM tools
• Increased Use of Agile Approaches and
  Techniques
• Focus on Users




                             Results Driven. When Business & IT Matters
Change in Requirements Approaches

• Less reliance on use cases and movement
  towards BPMN, user stories and scenario-
  based requirements
• Less emphasis on requirements specifications,
  more emphasis on process modelling,
  prototypes and diagrams
• Increase in requirements management and
  planning and using traceability to control and
  manage product scope (BPM tools)
• Adoption of Agile methods in release and
  iteration planning
                                    Results Driven. When Business & IT Matters
Increased Use of Agile Approaches

• Integrating Agile methods into project
  management and business analysis
• Currently, the industry has a wide, varied,
  and inconsistent use of Agile techniques
• The adoption of Agile methods, especially
  Scrum but also including XP, exploded in
  2009.
• The use of Agile is one of the hottest
  topics within BPM and PMOs
                                 Results Driven. When Business & IT Matters
Predictions for 2010
• More focus on the Users and their needs
• Recognise that one size does not fit all
• Adoption of Agile methods will continue to
  increase and Waterfall approach will decline
• Recognition that adoption of Agile methods is
  not an excuse for lack of discipline
• Move to less documentation and knowing when
  documentation is important (for contracts and
  regulatory compliance)
• Focus on requirements management tools
                                   Results Driven. When Business & IT Matters
Results Driven. When Business & IT Matters




Fin.

Maria Horrigan
Principal Consultant

Email:Maria.horrigan@oakton.com.au
Blog: www.barocks.com
      zenagile.worpress.com
Slideshare:www.slideshare.com/murph
Twitter: @miahorri

                                              Results Driven. When Business & IT Matters

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C:\Ihc\Bp Mlink\Presentations\Bpm Link Canberra Feb 2010

  • 1. Connecting Process Professionals 1 Results Driven. When Business & IT Matters
  • 2. Results Driven. When Business & IT Matters So you have the process documented, what about the users? Maria Horrigan Principal Consultant Regional Lead Business process Design & Improvement BPMLink Feb 2010 Results Driven. When Business & IT Matters
  • 3. Slideshare and blogs www.slideshare.com/murph www.barocks.com Zenagile.wordpress.com @miahorri #BPM , #Agile Results Driven. When Business & IT Matters
  • 4. Business Process Design and Improvement • IT is now part of the business - every program, every initiative, will have some touch point with technology • Success depends on anticipation of future trends and ability to sense upcoming developments and to design appropriate systems and processes • Understanding business processes is important • Understanding Users, their needs and their behaviour is critical Results Driven. When Business & IT Matters
  • 5. Typically we start by analysing the process • Talk to client and find out about the current process • Document “as is” process • Look at needs to improve efficiency and effectiveness of program or initiative • Identify where the system can automate functions within the business process • Map the “to be” process Results Driven. When Business & IT Matters
  • 6. The result But what about the users????? Results Driven. When Business & IT Matters
  • 7. Process vs People Project success hinges on Users therefore we need to: • Understand what they want • Uncover what they need …. • Look at the context • Understand the user behaviour • Show how the process will help users in their work • Design the process and system for users (not just for the business) Results Driven. When Business & IT Matters
  • 8. What needs to be considered Not just about the process or the technology Results Driven. When Business & IT Matters
  • 9. Process centric vs User centered • Six Sigma • Waterfall • Lean • Agile • Trends in 2010 Results Driven. When Business & IT Matters
  • 10. Six Sigma • Focuses on removing the causes of defects (errors) and the variation (inconsistency) in manufacturing and business processes using quality management • Asserts that continuous efforts to achieve stable and predictable process results are vital for business success • Processes have characteristics that can be measured, analysed, improved and controlled • Follows a defined sequence of steps and has quantified targets Results Driven. When Business & IT Matters
  • 11. Waterfall – takes time, sequential Project Directing Analysis You’re only going to Design find out if your solution works at the end Implement/Build Test Start up Initiation Delivery Closing Project Planning Results Driven. When Business & IT Matters
  • 12. Waterfall – it’s expen$ive to change Project Directing $$$ 100% It’s too expensive to 10% incorporate changes $$ toward the end of $ the project 0 Cost of change Start up Initiation Delivery Closing Project Planning Results Driven. When Business & IT Matters
  • 13. Lean • "Lean", is a production practice that considers the expenditure of resources for any goal other than the creation of value for the end customer to be wasteful, and thus a target for elimination • Working from the perspective of the customer, "value" is defined as any action or process that a customer would be willing to pay for • Lean IT focuses on customer satisfaction and reducing waste and is centered around creating more value with less work Results Driven. When Business & IT Matters
  • 14. Agile & Lean software development • Agile - set of software development methodologies that originated as a response to fat and slow software development processes that increased lead time, work in progress and value/non value added activities ratio • Agile has as one of its origins, concepts from Lean Thinking, as well organises work in a cross-functional, multidisciplinary work cell • Focus on continuous improvements, that is the base of Lean • Why this trend to Agile…… Results Driven. When Business & IT Matters
  • 15. Business drivers for change to Agile A need to maximise: • Business value Reduce: • Waste/cost Improved: • Responsiveness to business • Service levels to business • Quality Minimise risk profile Results Driven. When Business & IT Matters
  • 16. Agile Manifesto Individuals and interactions Processes and tools Working software Comprehensive documentation Customer collaboration Contract negotiation Responding to change Following a plan • Whilst there is value in the items on the right, we value the items on the left more. Results Driven. When Business & IT Matters
  • 17. Agile Approach – User Centered Directing This is Prioritised actually Understand Features context of use ISO13407 ‘features’ Features Features Specify user and Evaluate/validate strategic with users Implement Users involved Solution requirements throughout the Identify users’ Produce process needs design solution Start up Initiation Delivery Closing Planning Results Driven. When Business & IT Matters
  • 18. Mapping the User experience Refine process Map business Workshop processes through processes and requirements storyboarding Iterate improvements to user interface prototypes Refine storyboard mapping user experience and business processes Validate with users Results Driven. When Business & IT Matters
  • 19. Understanding users, their behaviour and their context CASE STUDY – USER PROFILES THROUGH PERSONAS Results Driven. When Business & IT Matters
  • 20. Understanding Users - Personas • Started off with „skinny‟ view of users gained thru workshops • Added to personas as info uncovered thru SNA – place in the network, information preferences, types, communication styles & channels • Built up personas as we went in our agile project iterations, rather than all-at-once Results Driven. When Business & IT Matters
  • 21. From skinny to ZenAgile personas As our project knowledge evolved, we added to our understanding of users: • Their information preferences • Their expectations • Their capabilities • Their information needs • Their social network profiles (Forrester‟s Technographics) Documented as ‘ZenAgile’ personas Results Driven. When Business & IT Matters
  • 22. Added style preferences to personas • People • Goal oriented oriented • Assertive • Animated • Task & information focused D T • Creative • Outgoing people Drivers task Talkers • Logical • Information & task focus C S • People oriented • Team players • Detail orientated • Controllers Supporters Dependable • Cautious & risk • Stable averse Results Driven. When Business & IT Matters
  • 23. Added communication channel preferences People learn different ways V= Visual (Something „seen‟ or visual stimulation) • Need a graphic representation A= Auditory (A „sound‟ memory or related to a sound • Need to hear the explanation of how things work K= Kinaesthetic (Has a „doing‟ memory, feeling the emotion or activity of the memory • Need to use the system to understand Results Driven. When Business & IT Matters
  • 24. How we supported user learning Visual Auditory Kinaesthetic Learn by seeing Learn by listening Learn by doing • Have strong • Love to talk  Move around a spelling & writing • Appear to daydream lot, tap pens skills whilst „talking‟ inside and shift in their • Find spelling their heads seat mistakes • Read in a talking style  Want lots of distracting • Love the telephone and breaks BestTools: much & • Not talk music  Enjoy games • Personaslistening for dislike Best Tools:  Don‟t like Best Tools: • Process Maps too long • Discuss User •reading, but Prototypes •Presentations • Will be distracted scenarios (their •doodle and take Workshops (animation & by untidiness and story) •notes (User UAT diagrams) movement • Presentations Acceptance • Prototypes • Podcasts Testing) • Storyboards Results Driven. When Business & IT Matters
  • 25. Added social online behavioural preferences Results Driven. When Business & IT Matters
  • 26. The result – ZenAgile Personas Context Information Discovery Behaviour Communication Motivations preferences Pain Points Wants Results Driven. When Business & IT Matters
  • 27. Want Maps Photo - http://www.flickr.com/photos/magia3e/4270281812/in/photostream/ Results Driven. When Business & IT Matters
  • 28. What did I learn? • Personas and Want Maps are a good way to help convey and shape understanding of user‟s info needs • Agile approach - build on “skinny” profile & flesh out personas as the project proceeds • Use these personas in discussions with client to ensure process design and improvements has the user needs “top of mind” Results Driven. When Business & IT Matters
  • 29. Critical to Understand User needs • Look at the project within the context of the organisation, the business unit and the users • Always ask if what you are doing is adding value and how does it link back to the strategy • Utilise Contextual Inquiry to understand how process is applied • It‟s not about You! It‟s about Users Results Driven. When Business & IT Matters
  • 30. 2009 Trends in BPM & BA • Change in requirements approaches and use of requirements management and BPM tools • Increased Use of Agile Approaches and Techniques • Focus on Users Results Driven. When Business & IT Matters
  • 31. Change in Requirements Approaches • Less reliance on use cases and movement towards BPMN, user stories and scenario- based requirements • Less emphasis on requirements specifications, more emphasis on process modelling, prototypes and diagrams • Increase in requirements management and planning and using traceability to control and manage product scope (BPM tools) • Adoption of Agile methods in release and iteration planning Results Driven. When Business & IT Matters
  • 32. Increased Use of Agile Approaches • Integrating Agile methods into project management and business analysis • Currently, the industry has a wide, varied, and inconsistent use of Agile techniques • The adoption of Agile methods, especially Scrum but also including XP, exploded in 2009. • The use of Agile is one of the hottest topics within BPM and PMOs Results Driven. When Business & IT Matters
  • 33. Predictions for 2010 • More focus on the Users and their needs • Recognise that one size does not fit all • Adoption of Agile methods will continue to increase and Waterfall approach will decline • Recognition that adoption of Agile methods is not an excuse for lack of discipline • Move to less documentation and knowing when documentation is important (for contracts and regulatory compliance) • Focus on requirements management tools Results Driven. When Business & IT Matters
  • 34. Results Driven. When Business & IT Matters Fin. Maria Horrigan Principal Consultant Email:Maria.horrigan@oakton.com.au Blog: www.barocks.com zenagile.worpress.com Slideshare:www.slideshare.com/murph Twitter: @miahorri Results Driven. When Business & IT Matters