Business Process, Technology

and Organization Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Business process, technology and

organization review definition
Business process,
technology and organization
review
an examination of the
internal systems and methods
used by an organization
this approach aims to improve
business processes and
systems that exist within and
across organization by means
of evaluating the current
practices
creating a value added output
to a customer
Business Process, Technology and Organization
Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Key Concept: Enterprise Approach

Strategy
business plan that
takes place in order to
help achieve a specific
goal or objective
strengthen a particular
business so that its
performance increases
and business becomes
more profitable

Business Process, Technology and Organization

Review

Key Concept: Enterprise

Approach
Process

sequenced collection of
activities, tasks or steps
in the achievement of
the required objectives
encompass the
transacting,
management, control,
monitoring and
evaluation of collection;
utilization; and
safekeeping of
resources
Business Process, Technology and Organization
Review

Key Concept: Enterprise

Approach
Technology

encompasses a
wide range of
hardware,
software and
services that
keep companies
running and
enhance
operations
Business Process, Technology and Organization
Review

Key Concept: Enterprise

Approach
People
(Organization)

unit of people
structured and
managed to meet
a need or to
pursue collective
goals

Business Process, Technology and Organization

Review

Key Concept: Enterprise

Approach

Strategy, Process,
People and
Technology are
linked in
delivering
business services
and products to
the customers

Business Process, Technology and Organization

Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Why conduct business process,

technology and organization review
Assist clients with addressing key
business issues
How to manage economic downturn
How to reduce cost
How to achieve and manage growth
How to capitalize on globalization
opportunities
How to manage IT agenda
How to manage key risk
How to improve key functions
How to manage opportunity and
manage the risk of environmental
factors

Business Process, Technology and Organization

Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Objective and scope

Objective
identify problems
streamline operations
eliminate inefficiencies
identify critical success
factors
identify potential
solutions
Scope
internal business areas
departments
process cycles
specific process
Business Process, Technology and Organization
Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Levels of conducting business process,

technology and organization review
High-level diagnostic review
identify scope of an engagement
check basic functions
review interfaces
results are presented to management
Micro level (detailed) review
further evaluation
review specific information
results including risk/impact and recommendations are
presented
Business Process, Technology and Organization
Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Approach and methodology

Business Process, Technology and Organization

Review

Approach and methodology

Identify

Identify

Confirm scope of work

Develop and agree on
detailed engagement work
plan
Kick-off meeting
Request existing
documentation
Identify key personnel
Set and finalize data
gathering schedule
(interview, walkthrough,
focus group discussion)

Business Process, Technology and Organization

Review

Approach and methodology

Diagnose

Diagnose

Conduct detailed interview

to understand current state
What
Who
When

Process mapping

Business Process, Technology and Organization

Review

Approach and methodology

Diagnose

Diagnose (continuation)

Evaluate current state

non-value-adding
activities
process inefficiencies
control gaps
conflicting functions
Excessive levels of
management
Functions inappropriately
grouped
Systems and procedures
do not meet desired
Business Process, Technology and Organization
Review performance levels

Approach and methodology

Diagnose

Diagnose (continuation)

Provide comments or
recommendations to
address identified issues
and present to management
Area for improvement
and recommendation
(AFIR) matrix
Benchmarking
Root cause analysis
Standard organization
chart
Standard functional chart

Business Process, Technology and Organization

Review

Approach and methodology

Diagnose

Diagnose (continuation)

Prioritize next steps

Prioritization matrix

Business Process, Technology and Organization

Review

Topics
Business process, technology and organization review
definition
Key Concept: Enterprise Approach
Strategy
Process
Technology
People

Why conduct business process, technology and

organization review
Objective and scope
Levels of conducting review
Approach and methodology
Tools

Tools Process Mapping

Process mapping

graphical representation of
work processes
helps clarify specific roles
and contributions of the
process participants and
highlight opportunities for
process improvement

Business Process, Technology and Organization

Review

Tools AFIR Matrix

AFIR Matrix

Management response
Identified area for improvement
Target date
Impact/Risk
Responsible
Recommendations
individual/team
Areas for improvement

Key observations or findings

Significant issues identified during the review

Include criteria, basis or support for determining the

problem, situation or condition

Impact/Risk

Criteria identify the required or desired state or

expectation with respect to the program or
operation (e.g., best practices, standards, measures)

The effect or
potential effect
identifies the
outcomes or
consequences of the
condition

Steps that will

help the
management to
resolve the issue
or condition

Should be
specific, realistic
and constructive.
In

]should relate to
the cause of the
weakness or
deficiency

Condition vs. criteria

Condition is a situation that exist

Cause - the reason or explanation for the condition

or factors responsible for the difference between the
situation that exists (condition) and the required or
desired state (criteria), Common factors include
poorly designed policies, procedures, or criteria;
inconsistent, incomplete, or incorrect
implementation; or factors beyond the control of
Business Process, Technology and Organization
program management

Review

Recommendations

Tools Benchmarking

Benchmarking

Process of gathering
quantitative data to
compare the
performance of different
organizations
Enable engagement
teams to offer an end-toend service arming our
clients with the tools to
successfully embark,
complete and measure
change or improvement
initiatives

Tools Root Cause Analysis

Root Cause Analysis

An organized way of looking at effects or symptoms and

identifying the causes that create or add to those effects
powerful tool used to identify, and visually represent the
possible causes of a problem
Benefits
Benefits

Root
Root Cause
Cause Analysis
Analysis

Digs
Digs

down
down to
to the
the real
real
problem
problem -- the
the root
root cause
cause

Identifies
Identifies all
all the
the possible
possible
causes
causes of
of a
a problem
problem before
before
narrowing
narrowing down
down to
to the
the root
root
causes
which
need
to
be
causes which need to be
addressed
addressed

Breaks
Breaks down
down the
the impossible
impossible
into
into smaller,
smaller, more
more easily
easily
handled
pieces
.
handled pieces.

Focusing
Focusing on
on causes
causes not
not
symptoms
symptoms

Capturing
Capturing the
the collective
collective
knowledge
knowledge and
and experience
experience of
of
a
a group
group

It
It can
can also
also be
be used
used to
to identify
identify
all
of
the
areas
which
need
all of the areas which need to
to
be
be resolved
resolved

Tools Root Cause Analysis

Root Cause Analysis

An organized way of looking at effects or symptoms and

identifying the causes that create or add to those effects
powerful tool used to identify, and visually represent the
possible causes of a problem
Benefits
Benefits

Root
Root Cause
Cause Analysis
Analysis

Digs
Digs

down
down to
to the
the real
real
problem
problem -- the
the root
root cause
cause

Identifies
Identifies all
all the
the possible
possible
causes
causes of
of a
a problem
problem before
before
narrowing
narrowing down
down to
to the
the root
root
causes
which
need
to
be
causes which need to be
addressed
addressed

Breaks
Breaks down
down the
the impossible
impossible
into
into smaller,
smaller, more
more easily
easily
handled
pieces
.
handled pieces.

Focusing
Focusing on
on causes
causes not
not
symptoms
symptoms

Capturing
Capturing the
the collective
collective
knowledge
knowledge and
and experience
experience of
of
a
a group
group

It
It can
can also
also be
be used
used to
to identify
identify
all
of
the
areas
which
need
all of the areas which need to
to
be
be resolved
resolved

Tools Root Cause Analysis

Tools Standard organization chart

Organization chart

Diagram that shows

structure of an
organization and the
relationship of people
within an organization

Business Process, Technology and Organization

Review

Tools Functional chart

Functional chart

Diagram that shows functions/roles of the components

presented

Business Process, Technology and Organization

Review

Tools Prioritization Matrix

Prioritization Matrix

A tool or method for establish priorities among a number

of recommendations

Business Process, Technology and Organization

Review

Other advisory tools

Six Sigma

A disciplined, data-driven approach and methodology for

eliminating defects. It can be defined as:
A statistical measure of the performance of a process
or product
The goal of near perfection for performance
improvement
A system of management to achieve lasting business
leadership and world-class performance
Six Sigma focuses on
both centering the
process around the
mean and reducing
variation
Business Process, Technology and Organization
Review

Other advisory tools

Lean

A practical transformation methodology to achieve

breakthrough in performance by focusing on eight lead
time reduction drivers. The core philosophy of Lean is the
elimination of waste in all its forms. The Seven Deadly
Wastes include:

Overproduction: Producing more than is needed before it is

needed
Waiting: Any non-work time waiting for tools, supplies,
parts, etc.
Transportation: Wasted effort to transport materials, parts,
or finished goods into or out of storage, or between
processes
Over-processing: Doing more work than is necessary
Motion: Any wasted motion or walking to pick up parts or
stack parts
Business Process, Technology and Organization
Correction: Repair or rework
Review

Other advisory tools

Force Field Analysis

Analysis of internal and external forces that will enable or

restrain the project implementation and integration over
the long term

A Force Field Analysis helps

by:

Specifying the influences

that will affect critical
milestones
Identifying the people,
processes or technologies
that can either enable or
restrain project success
Clarifying the critical path
and where energies
should be focused to
ensure success.

Business Process, Technology and Organization

Review

Other advisory tools

Balanced scorecard

Tool that enables an organization to translate its vision

and strategy into action by measuring and evaluating the
performance of an organization, team or individual

Brainstorming
Creative group facilitation technique that encourages participation
from all group members

Questionnaire
Tool used to gather qualitative and simple
quantitative data, from a sample population
A series of questions is used to extract the required information.
Questions can be used standalone or as a way of guiding an
individual through an interview
Business Process, Technology and Organization
Review

Thank you