How to get started How to get started

Documenting Processes Documenting Processes with with

Business as an equal partnerBusiness as an equal partner

AgendaAgenda

Introduction to Tillamook Introduction to Tillamook ChallengesChallenges Tribal KnowledgeTribal Knowledge BPM Closes the GapsBPM Closes the Gaps Why Manage the ProcessesWhy Manage the Processes BPM Tools and TechniquesBPM Tools and Techniques The The ““NewNew”” View of BPMView of BPM QuestionsQuestions

Tillamook County Creamery Tillamook County Creamery

AssociationAssociation Food and Beverage ManufacturerFood and Beverage Manufacturer Focus on Quality Dairy ProductsFocus on Quality Dairy Products Two plants in OregonTwo plants in Oregon; ; TillamookTillamook, ,

BoardmanBoardman Over Over 600600 EmployeesEmployees 100100 Years in BusinessYears in Business Steve BurgeSteve Burge; ; IT Director since IT Director since 20012001, ,

PMPPMP, , Process Management Office Process Management Office

Process Management ChallengesProcess Management Challenges

Several Several ““Cross FunctionalCross Functional”” Business Business

UnitsUnits Lack of Proper IT Systems and Lack of Proper IT Systems and

InfrastructureInfrastructure Paper Based Business IntelligencePaper Based Business Intelligence ““Tribal KnowledgeTribal Knowledge”” Silos of Standard Silos of Standard

Operating ProceduresOperating Procedures

Traditional View of OrganizationTraditional View of Organization

Op

era

tio

ns

Hu

man

Reso

urc

es

Qu

ality

Assu

ran

ce

Fin

an

ce / A

cctg

Sale

s &

Mark

eti

ng

Corporate

Improved View of OrganizationImproved View of Organization

Op

era

tio

ns

Hu

man

Reso

urc

es

Qu

ality

Assu

ran

ce

Fin

an

ce / A

cctg

Sale

s &

Mark

eti

ng

Executive Sponsorship

Processes Identified, Documented, Optimized and Shared

Why Manage ProcessesWhy Manage Processes

Root of competitive advantageRoot of competitive advantage Enables organizations to meet Enables organizations to meet

customers needscustomers needs Performance of the individual is only Performance of the individual is only

as good as the process allowsas good as the process allows Managers must learn how to manage Managers must learn how to manage

the whitespace between process steps the whitespace between process steps

and other processesand other processes

00. High Level Process Map (75)

01. Define Strategy

Brand

Management

Geographic

Market

Development

02. Manage

Customer

Relationships 03. Forecast /

Plan 04.

Manufacture

Products

Manufacture

Ice Cream

05. Inventory

/ Distribution

/ Logistics 06. Order to

Cash

Sell Liquid

By-products

7.9. WWTP -

Tillamook

Define

Strategic Plan Customer

Planning

Marketing

Forecast Sales

Plan /

Schedule

Production

Forecast Milk

Supply

Procure Milk

Receive Milk

Procure to Pay

Manufacture

Cheese/Whey

Age Cheese

Package Cheese

Inventory

Finished

Products

Order

Management

Fulfill Order

Accounts

Receivable

Resolve

Deductions

07. Support &

Services

7.1. Quality

Assurance

7.2. HR

7.3. Finance

7.4. IT

7.5.

Engineering

7.6.

Regulatory

Compliance

7.7. Visitor's

Center

Process Improvement Process Improvement

MethodologyMethodology 11stst StepStep: : Executive LeadershipExecutive Leadership –– CEOCEO, , CFO SponsorshipCFO Sponsorship

Process Process / / Project IdentificationProject Identification –– Build Improvement TeamBuild Improvement Team: : TeamCONNECTTeamCONNECT

Process Analysis and DesignProcess Analysis and Design –– Lombardi High Level OverviewLombardi High Level Overview –– Business Unit InterviewsBusiness Unit Interviews –– DocumentationDocumentation

ImplementationImplementation –– Prioritize Improvement Prioritize Improvement ““FindingsFindings”” –– Assign Process OwnersAssign Process Owners//SponsorsSponsors –– Develop Training in use of ToolsDevelop Training in use of Tools

Process Analysis ToolsProcess Analysis Tools

Process MapProcess Map –– Displays steps that converts inputs to Displays steps that converts inputs to

outputsoutputs Clearly displays stepsClearly displays steps, , sequencesequence, ,

accountabilities and handoffs accountabilities and handoffs Indentifies Indentifies ““White SpaceWhite Space”” Shows product and information flowsShows product and information flows Identifies whoIdentifies who/ / what function is doing each what function is doing each

stepstep Can annotate with process dataCan annotate with process data

–– Cycle TimeCycle Time, , costcost

Process Management Process Management

Managing all your business processes Managing all your business processes

as a business system for continuous as a business system for continuous

improvementimprovement Business strategies include goals for Business strategies include goals for

core processes core processes The measurement system allows the The measurement system allows the

organization to identify performance organization to identify performance

variations and perform root cause variations and perform root cause

analysisanalysis

QuestionsQuestions??

To Learn more about Blueprint or to sign up for a

Free 30-day trial, visit:

www.getblueprint.lombardi.com