Again Pegaworld has surpassed it's high water attendance mark this year with about 3300 attendees. The theme was about going digital and how the enabled customer experience was the tip of the digital sword and Pega has the "end to end engine" to drive the digital transformation for organizations. Alan Trefler started the conference with his view of CRM evolved and how Pega leverage of "next best decision & action" powers the new customer cycle picture below:
Going digital is essential, so it is a mandate for all organizations. See http://jimsinur.blogspot.com/2015/03/do-digital-or-die-21st-century-mandate.html
Alan then proceeded to selectively put clients on the stage that were on their way to digital; most starting with the customer experience. The prime example was Cigna who was pursuing a digital vision that means redefining what a Healthcare organization should be in the new digital age. Dr Mark Boxer gave us all a view of their vision that they plan to roll out on top of Pega. The basic idea was to leverage evidence based medicine personalized for each patient leveraging real time measures, events and patterns to drive treatment and proactive behaviors tied to premium incentives.
Don Shuerman & Kerim Akongul demonstrated the power of Pega7 Express, a lite gateway version of the Pega Digital Platform applied to a delightful & amusing application of a proactive health monitoring of Kerim's physical condition and training program.
There were also some client stories that focused on ROI and Speed that were highlighted for those not quite ready for a digital transformation yet. This proceeded breakout sessions.
IsBank showed great numbers
The State of Maine delivered an integration of silos through their "One Maine" efforts
BREAKOUTS:
United Healthcare showed great results over the years while growing to 200,000 users. Now that's hyper volume. Name a model driven approach with that kind of volume !!!!!!!
General Motors showed the power of emerging telematics. Updates to my car to optimize it's performance and my experience. Nice !!!!
I can't wait until tomorrow as the first day blew me away. I also can't wait until Pega 7 Express adds more feature over time, but it is poised now to help new users and light weight processes today though the release date is in the future. Low end BPM vendors watch out !!!
Showing posts with label IBMImpact. Show all posts
Showing posts with label IBMImpact. Show all posts
Monday, June 8, 2015
Tuesday, April 29, 2014
IBM Impact 2014: IBM Flexes It's Process and Decisioning Muscles
The size and scale of Impact is mind boggling, but finding good content was pretty easy for process management and decision management. While both are contributors to IBM key themes of mobile and cloud, it is clear to me that IBM is delivering on their 2013 Impact promises by delivering solid case studies from their customers. While I have not heard a transformational case study yet, it is clear IBM wants to partner with organizations that want incremental transformation. I am satisfied that IBM is gaining momentum in the process and decision management arenas. Add the power of Watson under the emerging cognitive computing theme and IBMs future is so bright, it might have to wear shades.
See http://jimsinur.blogspot.com/2013/04/ibm-impact-2013-ibm-commits-to-smarter.html
Besides the wonderful panel on the future of process, decision management, cloud and the internet of things, there were a couple nice case studies for day one of Impact that caught my attention.
Tangerine Financial:
The combination of mobile and process management allowed the bank to win new customers.
Square:
The combination of mobile payments and process allowed for better roaming checkouts and revenue lift.
Delta:
Implementing a set of very complex rule combinations allowed Delta to make sure their pilot assignments were appropriate and legal. This was done with a fixed target date.
Fidelity:
Was able to deliver compliance documents in an effective manner for their partnering employers to keep them in the Fidelity fold.
While none of these were transformation focused, you could see the seeds for incremental transformation with successful first implementations for some mainstay IBM clients. I can't wait to see what day 2 of Impact delivers :)
See http://jimsinur.blogspot.com/2013/04/ibm-impact-2013-ibm-commits-to-smarter.html
Besides the wonderful panel on the future of process, decision management, cloud and the internet of things, there were a couple nice case studies for day one of Impact that caught my attention.
Tangerine Financial:
The combination of mobile and process management allowed the bank to win new customers.
Square:
The combination of mobile payments and process allowed for better roaming checkouts and revenue lift.
Delta:
Implementing a set of very complex rule combinations allowed Delta to make sure their pilot assignments were appropriate and legal. This was done with a fixed target date.
Fidelity:
Was able to deliver compliance documents in an effective manner for their partnering employers to keep them in the Fidelity fold.
While none of these were transformation focused, you could see the seeds for incremental transformation with successful first implementations for some mainstay IBM clients. I can't wait to see what day 2 of Impact delivers :)
Monday, April 28, 2014
The New Technology Society is Emerging
A new technology driven society is just around the corner. The building blocks of the this remake are here today and the moves organizations make will determine their outcome as a winner or a loser. The organizations are in a demanding race to be the best digital organization in their respective or adjoining sectors. Please see the link to a short video below to learn more about the new technical society.
Please enjoy the video below:
https://www.youtube.com/watch?v=fSHlcrJ_UCM&feature=em-upload_owner
Please read about one of the key building blocks: Smart Agent Oriented Processes
http://www.amazon.com/Business-Process-Management-Next-Wave/dp/0929652223/ref=aag_m_pw_dp?ie=UTF8&m=A16IAGG0Q8TTTG
Please enjoy the video below:
https://www.youtube.com/watch?v=fSHlcrJ_UCM&feature=em-upload_owner
Please read about one of the key building blocks: Smart Agent Oriented Processes
http://www.amazon.com/Business-Process-Management-Next-Wave/dp/0929652223/ref=aag_m_pw_dp?ie=UTF8&m=A16IAGG0Q8TTTG
Labels:
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Wednesday, April 23, 2014
Free PEX Business Process Webinar on Wagile Methods
The Process Excellence Network (PEX) is offering a free webinar on reducing the risk of process project failure and increasing your chances for delivering better business results with processes.
It is being presented by Dan Morris and myself. I have found that the combination of agile methods and traditional waterfall approaches lead to a "best of breed" method that delivers. This combination enables the delivery of innovative and dynamic processes for superior business performance See
http://jimsinur.blogspot.com/2014/03/successful-digital-organizations-slay.html
Please join us for a session on Wagile for BPM by signing up on the link below:
http://www.processexcellencenetwork.com/business-process-management-bpm/webinars/reduce-the-risk-of-bpm-project-failure-with-a-new/&utm_source=processexcellencenetwork.com&utm_medium=IQ&utm_campaign=IQHomeListing&utm_term=webinar&mac=SSIQ_WBNR_Featured_2010
It is being presented by Dan Morris and myself. I have found that the combination of agile methods and traditional waterfall approaches lead to a "best of breed" method that delivers. This combination enables the delivery of innovative and dynamic processes for superior business performance See
http://jimsinur.blogspot.com/2014/03/successful-digital-organizations-slay.html
Please join us for a session on Wagile for BPM by signing up on the link below:
http://www.processexcellencenetwork.com/business-process-management-bpm/webinars/reduce-the-risk-of-bpm-project-failure-with-a-new/&utm_source=processexcellencenetwork.com&utm_medium=IQ&utm_campaign=IQHomeListing&utm_term=webinar&mac=SSIQ_WBNR_Featured_2010
Monday, April 14, 2014
Up Coming Events for Collaboration
It looks like I have another busy quarter and great opportunities to interact/collaborate with many folks on the advancement of Intelligent Digital Businesses and BPMs role in better business outcomes. I hope we can chat in the next few months :)
EVENTS
Date City Sponsor Content
4/27-5/1 Las Vegas IBM Impact 2014
5/21 Web Event BPM.COM Mobile Intelligent Business Ops
5/22 Web Event PEX/Wendon Wagile BPM Methods
6/4 Web Event ABPMP Wagile BPM Method
6/9-6/10 DC Pega Pegaworld 2014
6/16-18 DC BPM.COM Case Management
7/14 Web Event Open Text Agile Time to Value
9/17 Web Event SAG BPA as a Service
Net; Net:
I look forward to interacting with many to move the intelligent & digitally equipped processes into the mainstream.
EVENTS
Date City Sponsor Content
4/27-5/1 Las Vegas IBM Impact 2014
5/21 Web Event BPM.COM Mobile Intelligent Business Ops
5/22 Web Event PEX/Wendon Wagile BPM Methods
6/4 Web Event ABPMP Wagile BPM Method
6/9-6/10 DC Pega Pegaworld 2014
6/16-18 DC BPM.COM Case Management
7/14 Web Event Open Text Agile Time to Value
9/17 Web Event SAG BPA as a Service
Net; Net:
I look forward to interacting with many to move the intelligent & digitally equipped processes into the mainstream.
Labels:
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Tuesday, July 30, 2013
Expanding Process Scopes Presents Challenges (Part 2)
While the process movement, under the BPM moniker, has been successful in terms of financial returns, agility, collaboration, and innovation, more will be expected from processes. Organizations are showing confidence by expanding the impact and scope of processes. This may be as wide as value and supply chains or aggregating end to end processes that leverage tactical processes in aggregate. These wider scopes present challenges of technological and political interactions that have not been tested to date for most organizations. This article will help with the political side where just being aware of the issues can defuse problems and sometime accelerate business outcomes. I posted an article on the technical challenges on July 22, 2013 and an article on people change issues on June 19, 2013. These issues can create mystery and challenge.
See http://jimsinur.blogspot.com/2013/07/expanding-process-scopes-presents.html &
http://jimsinur.blogspot.com/2013/06/people-change-is-bpms-roadblock.html
There are many ways to get hung up in political issues besides individuals not liking each other. Quite often there are clashes that are created by roles and goals of individuals in organizations and seven political issues that I have seen play a role in process success or failure. They are as follows:
Organizational Culture:
Quite often organizational cultures can inhibit or enhance process efforts. If an organization has a planning culture, it helps in considering all alternatives, but this kind of organization can get hung up in "analysis paralysis". If an organization has a "run and gun" culture, it can get something up and running quickly, but it may sub-optimize on near term results and miss big issues. The ideal is a blend of both, but will take a powerful coalition to push against cultural tendencies.
Industry Influences:
Some industries are progressive by nature and others are comfortable with the status-quot. Understanding the trends in your industry can make help in outlining a strategy that leverages the leaders within your specific industry. Just like people behave in a herding manner, organizations can follow the heard instead of striking out for better pastures. Create a view for the new pastures.
Nature of the Competition:
Almost all executives have competitors that they admire or hate. Playing on those tendencies can help a business process owner or director. Doing a quick competitive benchmark inside or outside of an organizations industry can help in business outcome design. This is particularly effective when admired organizations are targeted.
Leadership Vision & Commitment:
Often one hears about a lack of leadership vision and commitment as a reason not to attempt large scoped processes. This can be defused by showing success in other organizations or smaller scopes. The other approach to waiting to a visionary is to gather a collation of business progressive participants and create a vision. This can be assisted leveraging business scenario planning with simulation assists.
Organizational Stove Pipes:
A goodly number of organizations are driven by operational goals that are designed to be conflicting. In addition, rewards are often crafted to mirror these artificial functional separations. With great care, these stove pipes can be brought together by showing that there is a "win - win" not a "zero sum" opportunity for these organizational or departmental leaders. This is very crucial for cross organizational value and supply chains leveraging shared processes.
Organizational Velocity:
It is important to know the kind of reaction times that are burned into organizational behaviors. These behaviors can be gleaned form published goals and observed behaviors. Almost all organizations are being faced with an acceleration challenge these days. This pressure can be used a lever for change and has been successful in many process efforts.
History & Decision Tendencies:
Understanding how decisions have been made in the past will be crucial to understand and exploit. It is equally important to understand how decision enabled processes can accelerate decisions while increasing collaboration (usually considered a luxury). Today's smart and social processes can assist here.
Net; Net:
Understanding the mysteries of these seven issues and making a plan to exploit these issues will be important for any process owner or process director. There are many subtleties that can also enable or entrap the creation of process innovation and excellence. This should give one a good starting point, I hope :)
See http://jimsinur.blogspot.com/2013/07/expanding-process-scopes-presents.html &
http://jimsinur.blogspot.com/2013/06/people-change-is-bpms-roadblock.html
There are many ways to get hung up in political issues besides individuals not liking each other. Quite often there are clashes that are created by roles and goals of individuals in organizations and seven political issues that I have seen play a role in process success or failure. They are as follows:
Organizational Culture:
Quite often organizational cultures can inhibit or enhance process efforts. If an organization has a planning culture, it helps in considering all alternatives, but this kind of organization can get hung up in "analysis paralysis". If an organization has a "run and gun" culture, it can get something up and running quickly, but it may sub-optimize on near term results and miss big issues. The ideal is a blend of both, but will take a powerful coalition to push against cultural tendencies.
Industry Influences:
Some industries are progressive by nature and others are comfortable with the status-quot. Understanding the trends in your industry can make help in outlining a strategy that leverages the leaders within your specific industry. Just like people behave in a herding manner, organizations can follow the heard instead of striking out for better pastures. Create a view for the new pastures.
Nature of the Competition:
Almost all executives have competitors that they admire or hate. Playing on those tendencies can help a business process owner or director. Doing a quick competitive benchmark inside or outside of an organizations industry can help in business outcome design. This is particularly effective when admired organizations are targeted.
Leadership Vision & Commitment:
Often one hears about a lack of leadership vision and commitment as a reason not to attempt large scoped processes. This can be defused by showing success in other organizations or smaller scopes. The other approach to waiting to a visionary is to gather a collation of business progressive participants and create a vision. This can be assisted leveraging business scenario planning with simulation assists.
Organizational Stove Pipes:
A goodly number of organizations are driven by operational goals that are designed to be conflicting. In addition, rewards are often crafted to mirror these artificial functional separations. With great care, these stove pipes can be brought together by showing that there is a "win - win" not a "zero sum" opportunity for these organizational or departmental leaders. This is very crucial for cross organizational value and supply chains leveraging shared processes.
Organizational Velocity:
It is important to know the kind of reaction times that are burned into organizational behaviors. These behaviors can be gleaned form published goals and observed behaviors. Almost all organizations are being faced with an acceleration challenge these days. This pressure can be used a lever for change and has been successful in many process efforts.
History & Decision Tendencies:
Understanding how decisions have been made in the past will be crucial to understand and exploit. It is equally important to understand how decision enabled processes can accelerate decisions while increasing collaboration (usually considered a luxury). Today's smart and social processes can assist here.
Net; Net:
Understanding the mysteries of these seven issues and making a plan to exploit these issues will be important for any process owner or process director. There are many subtleties that can also enable or entrap the creation of process innovation and excellence. This should give one a good starting point, I hope :)
Labels:
big data,
business,
business process,
business rules,
change,
customer,
economics,
events,
IBMImpact,
Innovation,
inteligent business operations,
process benefits,
simulation,
smart processes,
transformation
Wednesday, July 24, 2013
Announcing a New Process Book: BPM the Next Wave
You can get on the list for this new and exciting book that talks about the next wave of business process management (BPM). See the web page for more interesting details, but this book launches agent oriented business process management (aoBPM). http://mkpress.com/aoBPM/
Labels:
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customer,
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simulation,
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Friday, June 7, 2013
The New Executive Approach to Change: ProactivelyTesting Business Strategies
This is a case study I have been dreaming of hearing about some day. In the past, I have written about how scenario planning would no longer be optional. This trumps that idea and puts legs to proactively testing business change and even transformation before an organization moves to rapid implementation. This is a real life example of business model resilience mentioned in this blog posting http://jimsinur.blogspot.com/2013/06/the-triple-threat-of-simulation.html
This is a story about a large medical provider that was aimed at providing better patient care, lower costs and a lift in our nations health overall. These goals have been in conflict before, but by using business simulation, guided by visual systems dynamics models projected over 40 years, several best balance scenarios were identified. This allows for a broader understanding of decisions and their actions over time.
Believe it or not, healthcare in the U.S. – on both local and national levels – is not simply controlled by a faceless entity, masked behind bureaucracy, and seemingly out of touch to all but the most powerful. Many entities share a stake in the direction of healthcare, but few understand that they are not alone – that there are great (often mutual) benefits to cooperation that impact everybody. One of the largest healthcare stakeholders in the U.S. understands this, and they recently selected simulation to create a way of bringing other stakeholders together to develop collective decisions that improve the healthcare system
The Desired End Game:
The vision is to improve healthcare on both local and national levels. You might ask, “What does it mean to improve healthcare?” When people become sick, they incur healthcare costs due to treatment, medicine, etc. In the most basic form, the best means of improving a healthcare system is to promote preventative healthcare – typically via education, routine primary care, vaccinations, screenings, and other methods – which, in turn, reduces the amount of sickness among the population.
“Great,” you may reply, “but how do we influence stakeholders to take steps to enrich and expand preventative care, thereby improving the healthcare system?” This organization knows that improving healthcare is a monumental task in the long term, but setting up the framework for success by bringing the right people together to learn is, in the short term, quite feasible. In response to this, the organization and Simudyne worked together to create the Healthcare Education Simulator (HES).
What is HES?
HES is a computer simulation at the center of an educational experience designed to teach healthcare stakeholders who else has influence in the system, what methods of cooperation exist, and how different “interventions” impact individual stakeholders and the system as a whole. Simudyne and this organization collaboratively developed the “brain” within HES as an adaptation of the system dynamics model and related work completed by Bobby Milstein, PhD, MPH of ReThink Health/Rippel Foundation and Kim Warren, PhD of Strategy Dynamics Ltd.
“So, we have all of this fancy data. Now what?” Believe it or not, despite the complexities of the sophisticated HES engine and the precision of the healthcare data outputs, this organization facilitates the educational experience in such a way that communication, collaboration, and networking are the primary takeaways from the experience. Of course, the data must be accurate in order to give HES credibility as a useable healthcare simulation, but this organization keeps its vision in focus by bringing in stakeholders from various professional areas – providers, payers, employers, etc. – and teaching them that there are myriad opportunities to work together (considering that, in the real world, these stakeholders typically make decisions independently). All-in-all, HES serves as the platform upon which strangers in the healthcare system meet, learn from each other, and plan to collaborate in the future with the intent of both achieving mutual benefit and improving the system as a whole.
As participants begin to learn from HES, we are reminded of the importance of simulations in learning and decision-making processes. Simulations like HES immerse users and offer additional perspectives to solving complex problems; they “shine light” on problems by transcending pen & paper, spreadsheets, and other traditional means of prediction and analysis. HES literally invites users into a virtual world and gives them something to remember, and time will tell us of the value of the decisions they make and the relationships they build as a result of the Healthcare Education Simulator experience.
Net; Net:
Flight simulators save lives over time; ask any airline pilot. The same can be said for business survival at in a context that allows others to thrive. This allows us to move to a "win - win" set of behaviors that does not sub-optimize on any one role or organizational unit.
This is a highly summarized and anonymous case study provided by Simudyne
This is a story about a large medical provider that was aimed at providing better patient care, lower costs and a lift in our nations health overall. These goals have been in conflict before, but by using business simulation, guided by visual systems dynamics models projected over 40 years, several best balance scenarios were identified. This allows for a broader understanding of decisions and their actions over time.
Believe it or not, healthcare in the U.S. – on both local and national levels – is not simply controlled by a faceless entity, masked behind bureaucracy, and seemingly out of touch to all but the most powerful. Many entities share a stake in the direction of healthcare, but few understand that they are not alone – that there are great (often mutual) benefits to cooperation that impact everybody. One of the largest healthcare stakeholders in the U.S. understands this, and they recently selected simulation to create a way of bringing other stakeholders together to develop collective decisions that improve the healthcare system
The Desired End Game:
The vision is to improve healthcare on both local and national levels. You might ask, “What does it mean to improve healthcare?” When people become sick, they incur healthcare costs due to treatment, medicine, etc. In the most basic form, the best means of improving a healthcare system is to promote preventative healthcare – typically via education, routine primary care, vaccinations, screenings, and other methods – which, in turn, reduces the amount of sickness among the population.
“Great,” you may reply, “but how do we influence stakeholders to take steps to enrich and expand preventative care, thereby improving the healthcare system?” This organization knows that improving healthcare is a monumental task in the long term, but setting up the framework for success by bringing the right people together to learn is, in the short term, quite feasible. In response to this, the organization and Simudyne worked together to create the Healthcare Education Simulator (HES).
What is HES?
HES is a computer simulation at the center of an educational experience designed to teach healthcare stakeholders who else has influence in the system, what methods of cooperation exist, and how different “interventions” impact individual stakeholders and the system as a whole. Simudyne and this organization collaboratively developed the “brain” within HES as an adaptation of the system dynamics model and related work completed by Bobby Milstein, PhD, MPH of ReThink Health/Rippel Foundation and Kim Warren, PhD of Strategy Dynamics Ltd.
“So, we have all of this fancy data. Now what?” Believe it or not, despite the complexities of the sophisticated HES engine and the precision of the healthcare data outputs, this organization facilitates the educational experience in such a way that communication, collaboration, and networking are the primary takeaways from the experience. Of course, the data must be accurate in order to give HES credibility as a useable healthcare simulation, but this organization keeps its vision in focus by bringing in stakeholders from various professional areas – providers, payers, employers, etc. – and teaching them that there are myriad opportunities to work together (considering that, in the real world, these stakeholders typically make decisions independently). All-in-all, HES serves as the platform upon which strangers in the healthcare system meet, learn from each other, and plan to collaborate in the future with the intent of both achieving mutual benefit and improving the system as a whole.
As participants begin to learn from HES, we are reminded of the importance of simulations in learning and decision-making processes. Simulations like HES immerse users and offer additional perspectives to solving complex problems; they “shine light” on problems by transcending pen & paper, spreadsheets, and other traditional means of prediction and analysis. HES literally invites users into a virtual world and gives them something to remember, and time will tell us of the value of the decisions they make and the relationships they build as a result of the Healthcare Education Simulator experience.
Net; Net:
Flight simulators save lives over time; ask any airline pilot. The same can be said for business survival at in a context that allows others to thrive. This allows us to move to a "win - win" set of behaviors that does not sub-optimize on any one role or organizational unit.
This is a highly summarized and anonymous case study provided by Simudyne
Friday, May 31, 2013
Smart Medical Process Rated on the CPIQ
I promised to rate some innovative processes on the cumulative process intelligence quotient(CPIQ). See http://jimsinur.blogspot.com/2013/05/measuring-cumulative-intelligence-of.html This is one of my favorite smart processes that manages an outpatient surgical center.
The Challenge:
This organization wanted to find a balanced optimization that leveraged resource utilization with the best patient care. Quite often one suffers at the expense of the other. In fact this organization defined an extended patient care that included the people accompanying the patient, in that, they were given visibility into progress in near real time.
The Solution:
Each resource was tagged with sensors that were readable through out the facility. This included patients, relatives/friends, medical personnel and equipment. A visual simulation is run to show optimal throughput and positive outcomes. Once a goal, amongst many, is sensed to be in jeopardy, a re simulation with adjusted goals is run with a new visual dash board representing the new goal balance. There are many reasons for optimal goal balances to be in jeopardy including medical personal getting interruptions, equipment not being ready, late patients, slower than expected recoveries etc., but this process is smart enough to deal with re-balancing and real time visibility
How Smart is this Process Measured by the CPIQ?
Net; Net:
You can visually see where the intelligence of this process is more advanced.
This is a highly summarized and anonymous case study provided by Bosch
The Challenge:
This organization wanted to find a balanced optimization that leveraged resource utilization with the best patient care. Quite often one suffers at the expense of the other. In fact this organization defined an extended patient care that included the people accompanying the patient, in that, they were given visibility into progress in near real time.
The Solution:
Each resource was tagged with sensors that were readable through out the facility. This included patients, relatives/friends, medical personnel and equipment. A visual simulation is run to show optimal throughput and positive outcomes. Once a goal, amongst many, is sensed to be in jeopardy, a re simulation with adjusted goals is run with a new visual dash board representing the new goal balance. There are many reasons for optimal goal balances to be in jeopardy including medical personal getting interruptions, equipment not being ready, late patients, slower than expected recoveries etc., but this process is smart enough to deal with re-balancing and real time visibility
How Smart is this Process Measured by the CPIQ?
Net; Net:
You can visually see where the intelligence of this process is more advanced.
This is a highly summarized and anonymous case study provided by Bosch
Tuesday, May 28, 2013
First Test Drive of the Cumulative Process Inteligence Quotient (CPIQ)
I thought about using the CPIQ (see http://jimsinur.blogspot.com/2013/05/measuring-cumulative-intelligence-of.html ) on the most intelligent processes I could find first, but I changed my mind to start with processes and applications that I had experience with in the past. Only then would I branch out into the new and emerging intelligent processes. This way I could contrast what happened in the
past and what is happening more frequently with BPM today. To that end, I selected to rate the following to test the CPIQ:
A traditional application
A traditional process done via traditional BPM capabilities
A hybrid traditional process/rule enabled application
Traditional Application:
Traditional applications, whether they be hand crafted legacy applications or best practice application packages, do not show the kind of process intelligence that will be required to meet the changing business needs that face us today and the foreseeable future. It was not a great surprise that these applications did not fare well on the CPIQ spider chart. Applications, augmented with additional technologies, like rules engines, would fare better.

Traditional Process:
Early process efforts with BPM did not exercise the kind of intelligence that would be necessary in the business environments evolving today. While there were significant improvements in visualization and dynamic navigation with simple rule/event engines, this would not be enough to compete in a change prone world.
Hybrid Process Charged Application:
Before BPM became a software catagory, I had the opportunity to write a workbench based process and rule driven underwriters work bench. We had to create a dynamic work list / workbench and provide a high end collaboration environment for work specialites to share an emerging life insurace policy. High risk cases were shared amongst speciality roles within the organization with rule driven services applied as needed. It was ahead of it's day, but still not intelligent enough for today's world.
Net; Net:
I found the CPIQ spider useful in determining the intelligence level of sonme of the past applications and processes that I had the pleasure to work on in my career. Next I turn my attention to some of the more intelligent processes emerging today.
past and what is happening more frequently with BPM today. To that end, I selected to rate the following to test the CPIQ:
A traditional application
A traditional process done via traditional BPM capabilities
A hybrid traditional process/rule enabled application
Traditional Application:
Traditional applications, whether they be hand crafted legacy applications or best practice application packages, do not show the kind of process intelligence that will be required to meet the changing business needs that face us today and the foreseeable future. It was not a great surprise that these applications did not fare well on the CPIQ spider chart. Applications, augmented with additional technologies, like rules engines, would fare better.

Traditional Process:
Early process efforts with BPM did not exercise the kind of intelligence that would be necessary in the business environments evolving today. While there were significant improvements in visualization and dynamic navigation with simple rule/event engines, this would not be enough to compete in a change prone world.
Hybrid Process Charged Application:
Before BPM became a software catagory, I had the opportunity to write a workbench based process and rule driven underwriters work bench. We had to create a dynamic work list / workbench and provide a high end collaboration environment for work specialites to share an emerging life insurace policy. High risk cases were shared amongst speciality roles within the organization with rule driven services applied as needed. It was ahead of it's day, but still not intelligent enough for today's world.
Net; Net:
I found the CPIQ spider useful in determining the intelligence level of sonme of the past applications and processes that I had the pleasure to work on in my career. Next I turn my attention to some of the more intelligent processes emerging today.
Wednesday, May 22, 2013
Measuring the Cumulative Intelligence of a Process
Up until now there has been no way to measure the cumulative intelligence of a process. I am proposing a way to do that based on five continuum lines that seem to fit the bill very well. We are definitely moving away from purely structured and low IQ processes to more intelligent processes.
I believe the only way we will make progress is by watching and measuring several measures to create a shape that represents the intelligence of a process. This way we can watch the cumulative IQ of our processes and have a common language
Cumulative Process Intelligence Quotient
Going forward I will be taking some intelligent processes and rating them on this cumulative intelligence diagram to show the applicability to some of the intelligent processes already up and running in the real world today. I will be giving the CPIQ a test drive :)
More details behind each measure:
Raw Intelligence (I): http://jimsinur.blogspot.com/2013/05/measuring-levels-of-raw-intelligence-in.html
Social Intelligence (S): http://jimsinur.blogspot.com/2013/05/measuring-social-intelligence-of-your.html
Agility (A): http://jimsinur.blogspot.com/2013/05/measuring-real-time-intelligence-of.html
Autonomy(A): http://jimsinur.blogspot.com/2013/05/measuring-autonomous-intelligence-of.html
Visual (V): http://jimsinur.blogspot.com/2013/05/visually-measuring-cumulative.html
I believe the only way we will make progress is by watching and measuring several measures to create a shape that represents the intelligence of a process. This way we can watch the cumulative IQ of our processes and have a common language
Cumulative Process Intelligence Quotient
Going forward I will be taking some intelligent processes and rating them on this cumulative intelligence diagram to show the applicability to some of the intelligent processes already up and running in the real world today. I will be giving the CPIQ a test drive :)
More details behind each measure:
Raw Intelligence (I): http://jimsinur.blogspot.com/2013/05/measuring-levels-of-raw-intelligence-in.html
Social Intelligence (S): http://jimsinur.blogspot.com/2013/05/measuring-social-intelligence-of-your.html
Agility (A): http://jimsinur.blogspot.com/2013/05/measuring-real-time-intelligence-of.html
Autonomy(A): http://jimsinur.blogspot.com/2013/05/measuring-autonomous-intelligence-of.html
Visual (V): http://jimsinur.blogspot.com/2013/05/visually-measuring-cumulative.html
Tuesday, May 21, 2013
Visually Measuring the Cumulative Intelligence of Your Processes
In my latest blog series, I have been enumerating the ways to measure the intelligence of your processes. While ISAA is a good way to rate the cumulative intelligence of your processes, none of this means anything without a visual way of grokking that intelligence. You can't harness and guide this intelligence without some great ways of visualizing the business outcomes, alternatives towards creating better alternatives proactively, and the results of changes. In other words "You can't manage what you can measure and visualize"
I propose the following five levels of visualization that build on each other:
Push Visualization:
Many of the visualizations are designed by others for specific roles. These are generally in the from of multi-panel dashboards and with some minor personalization and viewing options. These are good for "keeping your eye on the ball" for desired and known business outcomes. There are usually specific views for process owners, process managers and the humans that are supporting the process. This is a typical visualization approach for a process.
Custom Subscribed Visualization:
When individuals are able assemble dashboard components/snippets and feeds to meet their specific needs within an architecture and visualization pallet that they chose themselves, this is a more of subscription model. This allows for optimum performance as an individual process resource/operator considering both local and end to end business outcomes. This approach also allows for dynamic changes and alternative views of a custom workers workbench.
Warning and Notification:
Even when events or exceptions occur, there are mechanisms for capturing the attention of crucial resources and process managers. It may be a simple as winking lights.When important preplanned events or business patterns occur these mechanisms aimed at asking for a human intervention of an operator or a decision maker. Notification of unplanned patterns or events must also employ unique attention capturing techniques and mechanisms.
Simulated Driven Visualization:
Moving up to proactive visualization will require ways of showing the effect of changes in process action and decisions surrounding possible actions. This where scenario planning and visualizing outcome differences becomes essential for either manually or auto adjustments in process behavior. This can be a separate sandbox with safe test data or real data under new scenarios without actual implementation. Scenarios can actively be preplanned and dynamically switch in and out, depending on process conditions and outcomes. Visualization of such actions need be quite interactice and dynamic.
Gamification:
The ultimate in interactive and dynamic business direction would be combining human resources, machine resources, multiple roles, multiple organizational units, multiple partners in social interactions in a massively multiple online (MMO) gaming fashion to reach desired outcomes in either a "training simulator" mode or in an actional real time mode.
Net; Net:
There are definite levels of visualization that processes can exercise reactively or proactively. We will need learn to utilize various levels and layers of visualization over the coming years

I propose the following five levels of visualization that build on each other:
Push Visualization:
Many of the visualizations are designed by others for specific roles. These are generally in the from of multi-panel dashboards and with some minor personalization and viewing options. These are good for "keeping your eye on the ball" for desired and known business outcomes. There are usually specific views for process owners, process managers and the humans that are supporting the process. This is a typical visualization approach for a process.
Custom Subscribed Visualization:
When individuals are able assemble dashboard components/snippets and feeds to meet their specific needs within an architecture and visualization pallet that they chose themselves, this is a more of subscription model. This allows for optimum performance as an individual process resource/operator considering both local and end to end business outcomes. This approach also allows for dynamic changes and alternative views of a custom workers workbench.
Warning and Notification:
Even when events or exceptions occur, there are mechanisms for capturing the attention of crucial resources and process managers. It may be a simple as winking lights.When important preplanned events or business patterns occur these mechanisms aimed at asking for a human intervention of an operator or a decision maker. Notification of unplanned patterns or events must also employ unique attention capturing techniques and mechanisms.
Simulated Driven Visualization:
Moving up to proactive visualization will require ways of showing the effect of changes in process action and decisions surrounding possible actions. This where scenario planning and visualizing outcome differences becomes essential for either manually or auto adjustments in process behavior. This can be a separate sandbox with safe test data or real data under new scenarios without actual implementation. Scenarios can actively be preplanned and dynamically switch in and out, depending on process conditions and outcomes. Visualization of such actions need be quite interactice and dynamic.
Gamification:
The ultimate in interactive and dynamic business direction would be combining human resources, machine resources, multiple roles, multiple organizational units, multiple partners in social interactions in a massively multiple online (MMO) gaming fashion to reach desired outcomes in either a "training simulator" mode or in an actional real time mode.
Net; Net:
There are definite levels of visualization that processes can exercise reactively or proactively. We will need learn to utilize various levels and layers of visualization over the coming years
Monday, May 20, 2013
Measuring the Autonomous Intelligence of Your Process Via Freedom Levels
As processes become more intelligent, we will likely like to measure the level of intelligence http://jimsinur.blogspot.com/2013/05/how-smart-is-your-business-only-as_9.html This will give organizations an idea where they are in a continuum in trying to becoming a smarter business over time. This posting will cover the second "A" portion "ISAA" http://jimsinur.blogspot.com/2013/05/should-we-measure-how-smart-processes.html
I propose the following five levels of process autonomy that build on each other:
Programmed Behavior:
A process can be completely prescribed with some levels of agility, but the permutations and combinations are preplanned. This way control is exercised by the process managers and operators and there is a high dependence on a command and control approach. This is very proactive approach, but quite rigid.
Permitted Actions:
A process can suggest alternative actions for process managers or ask permission to act in a way that was not expected. This requires a level intelligence to point out emerging patterns and suggest proper responses. Nothing happens without some level of permission.
Act First, Then Notify:
A process can watch and learn and take action based on some proactive anticipation. In this case the process manager is notified in a timely manner of the processes decision and action. A process manager can then make appropriate actions, if the process is wrong or lower the level of freedom for this kind of process instance or case
Act with Constraints and Goals:
A process can be goal seeking in nature on it's own and call in the proper analytics to self adjust goals to reach optimum outcomes based on static or dynamic weightings of goals. Processes or appropriate process snippets can be kept away from out of bounds conditions through constraints. This creates a balance between freedom and negative boundary conditions.
Interactive Independent Action:
Processes or process snippets can interact with other process snippets or the Internet of things to create a dynamic response that requires automated collaboration of automation and measures. These snippets can systematically flock temporarily or permanently to deal with emerging patterns.
Net; Net:
There are definite levels of autonomous intelligence that processes can exercise. We will need learn to utilize various levels of autonomy over the coming years
I propose the following five levels of process autonomy that build on each other:
Programmed Behavior:
A process can be completely prescribed with some levels of agility, but the permutations and combinations are preplanned. This way control is exercised by the process managers and operators and there is a high dependence on a command and control approach. This is very proactive approach, but quite rigid.
Permitted Actions:
A process can suggest alternative actions for process managers or ask permission to act in a way that was not expected. This requires a level intelligence to point out emerging patterns and suggest proper responses. Nothing happens without some level of permission.
Act First, Then Notify:
A process can watch and learn and take action based on some proactive anticipation. In this case the process manager is notified in a timely manner of the processes decision and action. A process manager can then make appropriate actions, if the process is wrong or lower the level of freedom for this kind of process instance or case
Act with Constraints and Goals:
A process can be goal seeking in nature on it's own and call in the proper analytics to self adjust goals to reach optimum outcomes based on static or dynamic weightings of goals. Processes or appropriate process snippets can be kept away from out of bounds conditions through constraints. This creates a balance between freedom and negative boundary conditions.
Interactive Independent Action:
Processes or process snippets can interact with other process snippets or the Internet of things to create a dynamic response that requires automated collaboration of automation and measures. These snippets can systematically flock temporarily or permanently to deal with emerging patterns.
Net; Net:
There are definite levels of autonomous intelligence that processes can exercise. We will need learn to utilize various levels of autonomy over the coming years
Friday, May 17, 2013
Measuring the Real Time Intelligence of Your Process Via Agility
As processes become more intelligent, we will likely like to measure the level
of intelligence http://jimsinur.blogspot.com/2013/05/how-smart-is-your-business-only-as_9.html
This will give organizations an idea where they are in a continuum in trying to
becoming a smarter
business over time. This posting will cover the first "A" portion "ISAA" http://jimsinur.blogspot.com/2013/05/should-we-measure-how-smart-processes.html
I propose the following five levels of process agility that build on each other:
Explicit Parameters:
Where process/logic volatility can be planned ahead of time and represented by external data, explicit parameters can be leveraged. The parameters are usually bound into the logic at the very last second allowing for up to the last second change(explicit). This allows for a basic level of agility and can be made handed over to business professionals for change (usually via forms/screens).
Explicit Policies/Rules:
Where process/logic volatility can be planned ahead of time and be represented by decision tables, decision trees, visual logic flows or linguistics form, business rules can be leveraged. The rules are bound into the logic at the very last second. In some instances the rules can be used to not only induce, but to deduce logic. This is a higher level of intelligence and agility that generally leverages a business friendly development environment.
Dynamic Sequencing of Services(logic):
While adding agility within a fixed process model is a good start, not all processes paths can be modeled. In this situation, sequences work and process activity can be dynamically arranged and completed. While common patterns can be identified and modeled over time, this approach is aimed at variable work sequences. This can be accomplished by aggregating fixed process snippets (small -modeled sub-processes) guided by rules or case management guided by milestones(mini completion points).
Dynamic Milestones:
In completely unstructured processes that are milestone driven, changes in priorities can be accomplished by changing the milestones, in flight. This approach is particularly useful for cases that have emerging new outcomes to handle where the work sequences are highly variable. This is often leveraged by adaptable case management technologies.
Goal Directed:
The ultimate in agility is where processes reconfigure themselves around new set of goals or goal weightings. This can be accomplished by having goal models that can change through a business friendly development environment or the dynamic/real time setting of goals/weightings leveraging analytics. These kind of processes generally are getting real time feedback from the Internet of things or other real time sensors.
Net; Net:
There are definite levels of change intelligence that processes can enable. We will need learn to utilize various levels of change agility over the coming years
I propose the following five levels of process agility that build on each other:
Explicit Parameters:
Where process/logic volatility can be planned ahead of time and represented by external data, explicit parameters can be leveraged. The parameters are usually bound into the logic at the very last second allowing for up to the last second change(explicit). This allows for a basic level of agility and can be made handed over to business professionals for change (usually via forms/screens).
Explicit Policies/Rules:
Where process/logic volatility can be planned ahead of time and be represented by decision tables, decision trees, visual logic flows or linguistics form, business rules can be leveraged. The rules are bound into the logic at the very last second. In some instances the rules can be used to not only induce, but to deduce logic. This is a higher level of intelligence and agility that generally leverages a business friendly development environment.
Dynamic Sequencing of Services(logic):
While adding agility within a fixed process model is a good start, not all processes paths can be modeled. In this situation, sequences work and process activity can be dynamically arranged and completed. While common patterns can be identified and modeled over time, this approach is aimed at variable work sequences. This can be accomplished by aggregating fixed process snippets (small -modeled sub-processes) guided by rules or case management guided by milestones(mini completion points).
Dynamic Milestones:
In completely unstructured processes that are milestone driven, changes in priorities can be accomplished by changing the milestones, in flight. This approach is particularly useful for cases that have emerging new outcomes to handle where the work sequences are highly variable. This is often leveraged by adaptable case management technologies.
Goal Directed:
The ultimate in agility is where processes reconfigure themselves around new set of goals or goal weightings. This can be accomplished by having goal models that can change through a business friendly development environment or the dynamic/real time setting of goals/weightings leveraging analytics. These kind of processes generally are getting real time feedback from the Internet of things or other real time sensors.
Net; Net:
There are definite levels of change intelligence that processes can enable. We will need learn to utilize various levels of change agility over the coming years
Thursday, May 16, 2013
Measuring the Social Intelligence of Your Processes
As processes become more intelligent, we will likely like to measure the level of intelligence http://jimsinur.blogspot.com/2013/05/how-smart-is-your-business-only-as_9.html This will give organizations an idea where they are in a continuum in trying to becoming a smarter business over time. This posting will cover the "S" portion "ISAA" http://jimsinur.blogspot.com/2013/05/should-we-measure-how-smart-processes.html
I propose the following five levels of social intelligence that build on each other:
Basic Collaboration:
Leveraging the leverage of multiple knowledge workers on difficult cases/process instances is quite necessary when there a specialized skills, high levels knowledge gaps and complex decisions that require a team effort. Quite often there is shared content such as forms, images and video to work with and collaborate and comment on in completing such a case/process instance.
Skills Driven Collaboration:
Collaboration can become smarter when the best available resources are assigned dynamically to cases at certain milestones/steps. This approach generally leverages a skills / knowledge inventory and analytics that can measure the work load of a resource for the best outcome of a case. This means that there is a fine balance between skills and availability that needs to be sorted out in the context of an overall existing or anticipated workload.
Crowd Sourcing:
When all of the resources may not be under the command of the process manager, then the notion of dynamically finding and putting activities up for bid is an intelligent way of managing dynamic and difficult work streams. This may mean some of the resources may even work outside of your organization in organizations that may be in your value/supply chain, but can contribute. This may require certain levels of certification over time, but in a pinch crowd sourcing allows for better results in terms of timing and quality. This requires more intelligence to measure and manage.
Social Network Analysis:
When social interactions are wide a varied, analysis of these interactions are invaluable especially when tied to goals and outcomes. Interactions can be analyzed for compliance, efficiency, customer satisfaction and various other desired business outcomes. These can be analyzed in-flight or after the fact.
Ranked Better Practices:
When social interactions are analyzed for best airings and sequencing, additional intelligence can be applied to ranking best collaboration/interaction patterns. This way in flight case/process instances can be guided through choices between multiple successful best practices. This way participants can pick from successful patterns and even evolve new approaches. This is a great paring of machine and human intelligence to maintaining excellent outcomes is a rapidly changing environment.
Net; Net:
There are definite levels of social intelligence that processes can enable. We will need learn to utilize various levels of social interactions over the coming years.
I propose the following five levels of social intelligence that build on each other:
Basic Collaboration:
Leveraging the leverage of multiple knowledge workers on difficult cases/process instances is quite necessary when there a specialized skills, high levels knowledge gaps and complex decisions that require a team effort. Quite often there is shared content such as forms, images and video to work with and collaborate and comment on in completing such a case/process instance.
Skills Driven Collaboration:
Collaboration can become smarter when the best available resources are assigned dynamically to cases at certain milestones/steps. This approach generally leverages a skills / knowledge inventory and analytics that can measure the work load of a resource for the best outcome of a case. This means that there is a fine balance between skills and availability that needs to be sorted out in the context of an overall existing or anticipated workload.
Crowd Sourcing:
When all of the resources may not be under the command of the process manager, then the notion of dynamically finding and putting activities up for bid is an intelligent way of managing dynamic and difficult work streams. This may mean some of the resources may even work outside of your organization in organizations that may be in your value/supply chain, but can contribute. This may require certain levels of certification over time, but in a pinch crowd sourcing allows for better results in terms of timing and quality. This requires more intelligence to measure and manage.
Social Network Analysis:
When social interactions are wide a varied, analysis of these interactions are invaluable especially when tied to goals and outcomes. Interactions can be analyzed for compliance, efficiency, customer satisfaction and various other desired business outcomes. These can be analyzed in-flight or after the fact.
Ranked Better Practices:
When social interactions are analyzed for best airings and sequencing, additional intelligence can be applied to ranking best collaboration/interaction patterns. This way in flight case/process instances can be guided through choices between multiple successful best practices. This way participants can pick from successful patterns and even evolve new approaches. This is a great paring of machine and human intelligence to maintaining excellent outcomes is a rapidly changing environment.
Net; Net:
There are definite levels of social intelligence that processes can enable. We will need learn to utilize various levels of social interactions over the coming years.
Wednesday, May 15, 2013
Measuring Levels of Raw Intelligence in Your Processes
As processes become more intelligent, we will likely like to measure the level of intelligence http://jimsinur.blogspot.com/2013/05/how-smart-is-your-business-only-as_9.html This will give organizations an idea where they are in a continuum in trying to becoming a smarter business over time. This posting will cover the "I" portion "ISAA" http://jimsinur.blogspot.com/2013/05/should-we-measure-how-smart-processes.html
I propose the following five levels of raw intelligence that build on each other:
Handling Expected Business Logic:
The policies/rules of expected traditional conditions and actions typically handled by a preplanned process that leverage sets of orchestrated applications/services. This is typical of traditional ensconced best and standard practices. This is action oriented intelligence that is burned-in base intelligence that can change from time to time.
Recognizing Emerging Events and Patterns:
Processes that can recognize events of opportunity or threat are a step above processes that can just act on normal conditions and expected exceptions. Once an emerging event or pattern of events is recognized, a smarter process can notify, in case where no action logic exists and act with preplanned responses. Quite often exceptions, opportunities and threats can be taken advantage of in a timely fashion to the benefit of a business.
Analyzing Alternatives with Poly Analytics:
Processes that can analyze, either on demand or in line, emerging patterns are a step above processes that can just recognize situations that may require attention and action. Processes that have several analytics built-in to run in real time will have a better chance to intelligently anticipate and determine the next best action for process in-flight. Processes instrumented with multiple (poly) analytics are will be smarter
Machine Assistance/Learning:
Processes that can suggest the right analytics to use in the right combination based on goals that are set at the moment are a step above processes that can just analyze. A process that can suggest actions based upon it's own analysis to process operators and participants will be invaluable for situations were managed agility is required.
Digital Direction:
Processes that can think and act on their own within predetermined constraints are the ultimate in intelligent processes. These constraints could be goal models that are either static or dynamically calculated and assisted by intelligently balanced analytics or heuristics. Constraints can also be boundaries that are set up for non-violation. This kind of process will require great care in setting boundaries.
Net; Net:
There are definite levels of raw intelligence that processes can posses. We will need learn to utilize various levels of intelligence over the coming years.
I propose the following five levels of raw intelligence that build on each other:
Handling Expected Business Logic:
The policies/rules of expected traditional conditions and actions typically handled by a preplanned process that leverage sets of orchestrated applications/services. This is typical of traditional ensconced best and standard practices. This is action oriented intelligence that is burned-in base intelligence that can change from time to time.
Recognizing Emerging Events and Patterns:
Processes that can recognize events of opportunity or threat are a step above processes that can just act on normal conditions and expected exceptions. Once an emerging event or pattern of events is recognized, a smarter process can notify, in case where no action logic exists and act with preplanned responses. Quite often exceptions, opportunities and threats can be taken advantage of in a timely fashion to the benefit of a business.
Analyzing Alternatives with Poly Analytics:
Processes that can analyze, either on demand or in line, emerging patterns are a step above processes that can just recognize situations that may require attention and action. Processes that have several analytics built-in to run in real time will have a better chance to intelligently anticipate and determine the next best action for process in-flight. Processes instrumented with multiple (poly) analytics are will be smarter
Machine Assistance/Learning:
Processes that can suggest the right analytics to use in the right combination based on goals that are set at the moment are a step above processes that can just analyze. A process that can suggest actions based upon it's own analysis to process operators and participants will be invaluable for situations were managed agility is required.
Digital Direction:
Processes that can think and act on their own within predetermined constraints are the ultimate in intelligent processes. These constraints could be goal models that are either static or dynamically calculated and assisted by intelligently balanced analytics or heuristics. Constraints can also be boundaries that are set up for non-violation. This kind of process will require great care in setting boundaries.
Net; Net:
There are definite levels of raw intelligence that processes can posses. We will need learn to utilize various levels of intelligence over the coming years.
Tuesday, May 14, 2013
Required Reading for Transformational Efforts: The COO Revolution
If you are looking for a great book to help you map out an incremental transformation of your operations to delight consumers, this is the one to read now. Make sure you view the video by scrolling down to the arrow: http://www.mkpress.com/COO/
Here is why this book is so important for your
journey ahead. Enterprises are changing at speeds that are demanded by changing
conditions. Managers have to respond in both reactive and proactive modes.
These times, with ever changing
conditions, require serious thought to create Intelligent Business Operations
(IBO) with the support of smart technologies. Managers will be expected to
provide leadership and vision in creating innovative and responsive processes to
support IBO. “Business as usual” will become a luxury for a chosen few, so most
managers will have to prepare for a future with processes that seek patterns of
threat and opportunity in a near real-time fashion.
There will be a premium offered for organizations and managers that can develop
adaptive processes that are innovative, differentiating and smart. Processes and
supporting resources must be quick and smart enough to deal
with new desired business outcomes.
I personally encourage individuals and
organizations to investigate ways of adding speed and intelligence to their key
processes to enable them to outperform the status quo and reach for new
opportunities. This is a great way to stay on top or ahead of the ever-changing
environment. The default position is to react to the increase of speed and
innovation too late. Achieving this goal will depend on intelligent technologies
such as the iBPMs and supporting and augmenting technologies.
Don’t just read this book--live
it!
Net; Net: Be proactive about transformation instead of letting it happen to you.
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