Operating in a constrained resources environment

With employment hovering around 4% in Australia these days the brutal reality is that the people available for work quite frankly can't or won't. Many businesses, my employer included, are scrambling to find quality people to fill the vacant positions throughout the company.


This brings two interesting issues to the fore:

- you need to be efficient and effective in what you do

- you need smart tools and systems for people to work with


Why?


Efficiency and effectiveness enables your people to do more with less or the same. It allows people to process the 80% straight through activities with the least amount of perturbation and confusion. It frees time for the smart and skilled people to focus on the issues of importance, the 20% exceptions that really need the rigour and focus of the human touch.


Smart tools and systems encourage people to see the value that is placed in their own skills and experience. If you seduce new hires into the business and then present them with fractured and flawed processes that demand they spend an unreasonable amount of time and effort in administration they may well decide to look around again for somewhere that respects them more.


So what can we do as businesses to become better employers of choice then the next guy? Well my employer takes part in the Hewitt Best Employer initiative which measures and reports on the work force engagement across a wide range of focus areas - this is a great initiative and well respected within the business.


At an operational level over the last few years we have implemented a number of improved business management systems including time sheeting and CRM. We have also automated a wide range of internal finance and HR processes within FlowCentric that have radically improved the content gathering, verification and delegated approval activities and unbelievably reduced the time lag. These processes including adding and changing financial customer and supplier records, personal expense claims amongst others. This is an endless journey, there are always new processes to automate and improvements to make to the existing ones.


Interestingly the change management was not as challenging as we had thought it would be. The take up of these improvements and the employee survey feedback has been extremely positive. The web and email environment for the automated processes reduce to virtually zero the amount of face-to-face training required. The speed of process initiation and execution has been pretty much universally welcomed. Indeed now the level of expectation has risen to a point where what was "special" has become just "business as usual".


We are proud of the process improvement solutions we bring to market, we use them ourselves, they work well and deliver genuine and measurable benefits. Our people are more efficient in their jobs and respected in their workplace. We know we have to operate in a constrained resources environment for the foreseeable future and we continue to focus on improving.


Try it out for ourselves - we could deliver a measurable benefit in a key process in your business within 30 days - not must risk or cost in that.

Talk about an NAO headache

I've covered New Account Opening here before and the other week I had a meeting with a client that has a monster NAO headache. They are a global organisation running a centralised implementation of SunSystems with 200+ separate operating entities in the enterprise.

Many of the businesses operate in common territories so the rationalisation and management of suppliers is a fiscally and administratively sensible strategy. Easier said than done of course because after you have decided to trade with a new supplier you have a monster job to update all the relevant businesses in the territory with a great potential for human error - oh, and did anyone mention SOX compliancy?

Workflow for SunSystems to the rescue - they "get it" and they got it and they are rolling it out for Christmas!

Browser delivered process automation for core operational tasks like this is a no-brainer. It covers all corners of the threat trinity - risk, cost and compliance. The install is quick, the uptake is quick, the wins are quick and the ROI is a pleasure.

New Account Opening (NAO)

It appears that Phil Ayres and I stumbled across each other from two different sides of the world at pretty much the same time. While I was reading his excellent blog on New Account Opening last night he appears to have been responding to one of my posts on risk removal - gotta love that Internet.

Phil's background and experience are perhaps in a strata of business that we don't have much of a footprint in and the challenges of efficiently and effectively managing NAO in a mid tier organisations are admittedly less complex and far less volume driven than the banking industry - but just as important and challenging for the mid tier enterprise. In the pursuit of bringing process improvements into the SunSystems arena we have perhaps developed what has been coined by Gartner a Composite Process Solution (CPS)

WARNING - unashamedly commercial plug from this point on:

Workflow for SunSystems from Professional Advantage is a "boxed set" of predefined, non-transactional process templates within a BPMS that allows SunSystems installations to automate the control of their master data management (MDM) or customer data integration (CDI). Boy there's a lot of three letter acronyms (TLA) in that - and they're all for real - I don't make this stuff up!

What all that actually means is ...... when you want to open a new account in SunSystems you initiate, direct, manage and complete the process through a browser based set of workflow rules and screens that control things like:

- who is allowed to request a new account be opened (in our business just sales department and management people)

- what initial information about the account is required before the request can be submitted (like division/business unit engaging with the client, client name, address, company registration (needs to be unique in our customer database and gets auto validated against the online government portal), primary contacts etc etc)

- what is the first step of review and approval (in our business the Sales Manager confirms we are willing to sell this product and service combination at this price point etc).

- what is the next step of data gathering, verification and approval - classically at the B2B trading level we want to check trading references (force a minimum of three perhaps?), credit agency reports (rating must be greater than "orange" perhaps?) etc

- then what information do we need to issue the client in terms of bank details for electronic payment, contact details for query resolution etc for their financial systems (afterall if we are setting them up as a client they are setting us up as a supplier). This can be sent as an email or as a link to a web page for them to review and complete as required.

- penultimately a senior fincancial manager reviews all the steps to date and approves the work to date

- then a client, chart of account and contact record are automatically created in the target SunSystems database (optionally supported by the creation of equivalent records in other line of business applications - CRM, sales invoicing, distribution etc etc) - nobody logs into SunSystems to do all that, it just happens automatically with all the data collated during the approval process, and hey, no keyboard errors either.

- and finally an email to the original sales executive confirming creation of the new account with the relevant reference code if required and the whole lot gets archived away

Throughout the timeline there are activity and bottleneck reports available and extensive reporting options for auditing and compliance management (hello SOX, Clerp 9, Basel 2 et al)

In the real world it's not just new clients of course, so we have the same for suppliers, assets, account and transaction analysis codes (A codes and T codes in Sun-speak). In the background we have stacked up a few HR processes as well including leave management, employee onboarding, travel request and advances management, employee expenses and the like.

These templates come out of the box in Workflow for SunSystems and seamlessly integrate to SunSystems 4 and 5 installations on the MS SQL and Oracle database platforms. They can be implemented "as is" or modified slightly or substantially to better fit the company policies and procedures. I would be the first to acknowledge that this is just the tip of the iceberg when it comes to risky processes in a business. However the added benefit of Workflow for SunSystems being contained in a BPMS is that other processes identified in the organisation can be mapped and automated over time within the one common framework (even if they have nothing whatsoever to do with SunSystems itself).

Phil Ayres challenged me to be able to "show it in action" with "an implementation of less than 30 days" - we can install in an afternoon! I can "show and tell" by Webex - gotta love that Internet.

UPDATE - 16 June 2006: Access to Workflow for SunSystems doesn't have to be restricted to within the corporate firewall - being browser based it can easily be published to customers, suppliers, the supply chain in general - to enable people to initiate and be involved in processes specific to them. For example, we can allow suppliers to enter their own invoice online (forcing a valid PO number to be entered if required), attach a document image as support and submit for processing by accounts payable. How's that for a way to drive down those administration costs? Just one of many that can be addressed with Workflow for SunSystems.