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“Shelley worked with the union, school personnel and management to change the way maintenance serviced the schools. The shift to a customer centered approach increased the amount of work and speed of response and delighted the schools.”

Dan Katzir
Executive Director (former)
UCLA School Management Program

 

How Do You Get Buy In for BPM Recommendations? – The Engagement Plan

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Dear i4Process,

My department operates at an involvement management work level. Employees can contribute ideas but the supervisors or unit heads make the final decisions. In this type of management work level, employees must make sure to provide supervisors and unit heads with comprehensive information about their work and processes so that informed decisions can […]

Three Guiding Lights: Focusing BPM Process Improvement

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Dear i4Process,

How do I know where to focus?

Here’s my problem: every three years our contracts are renegotiated with our customers, which means changes to customer information, contract elements and terms, and pricing. We need to get the right information and then update the contract in two systems, one for the system of record […]

Don’t Accept Garbage In

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Dear i4Process,

We are modeling and analyzing our Customer Product Recommendations and Pricing Process. The better job we do there the more loyal customers we have, and of course that means more profits.

Currently we do some customer segmentation to enable us to see customers in groupings. We have two major problems with segmentation now: […]

How Should We Work with Over 100 Global Subsidiaries?

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Dear i4Process,

Help! I work in a global retail corporation in the finance area. We have over 100 global subsidiaries for financial transactions, accounting and reporting. The financial subsidiaries outsource much of the work to local experts and operate quite independently. We need to manage the subsidiaries better, so that the larger organization has better […]

A “Pickle” with My BPM Recommendations and Implementation

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Dear i4Process,

Our fund development programs which are run through two different operational methods, accounted for differently, and are based on policies in two different organizations. Once we created one consolidated model and optimized the process we wanted to recommend it to the two sponsors with an implementation plan. But we couldn’t finalize the implementation […]