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LAS VEGAS -- BPM projects should involve users and customers but should still come from the top down, said Frank Schoenthaler.
The business side needs to spend time to understand and map out its workflows, then capture the sequence of steps in an application. But while workflows need software, the emphasis, he said, should be on the process and outcomes, not on the technologies that will capture that process. Schoenthaler is the CEO of Promatis Group in Ettlingen, Germany, a consultancy that has developed tools and processes for what it calls "social BPM."
BPM helps make work processes more efficient, standardized, automated and transparent to users and to management. But BPM hinges on mirroring workflows in an application, automating and sequencing steps of a process, and introducing those steps into software so users know when to take an action and what to do with files or other items when their turn in the sequence arrives, as well as where to send the result of their efforts next.
"You make the knowledge of users or specific aspects of their processes explicit in your workflow model," Schoenthaler said.
But programming workflows into an application "does not guarantee you [will] achieve business process excellence," he said. Excellence derives from certain approaches to BPM that reinforce company culture, encourage standardization, and satisfy compliance needs, he said.
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BPM is a maturing discipline in areas like enterprise resource planning, customer relationship management, and information management. And external trends are influencing BPM as well. Schoenthaler said that trends like mobility and customer experience are fueling process efficiency. "If you looked at how BPM has changed, you will see that customer experience drives BPM," he said.
Still, he emphasized, even though many of these influences are "democratizing," in that they bring users' needs into the process and need to be accounted for, BPM should be top-down, not bottom-up. Top-down strategies are the key to making processes sustainable, consistent with corporate culture, and standardized throughout a company, as well as compliant with regulatory requirements.
In most cases, he said, bottom-up approaches to BPM come without optimization of processes. Top-down is more holistic, he said, where executive management is the driver for BPM. "It sounds very easy, but it's very difficult in practice," he said. And when companies do the job right with a top-down approach, you end up with a platform that can be used for ongoing business process improvement, he said.