October 30, 2014
by Marketing
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Changing the Way We Work, Part 3: Sticking to Our Plan

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Pat’s workflow implementation is eagerly awaited

These days, I feel like I’m on the trading floor of the NYSE. People all over the company are calling on me to ensure that their needs and requirements will be part of our workflow and process implementation. Word has gotten out —in a BIG way —that changes are coming and the sense I am getting is that no one wants to be left behind. I guess what you could say that I’m a victim of my own success. My evangelizing has clearly been successful— and the result is a lot of people frothing at the mouth to begin work with new workflow. The only problem is, we haven’t even launched this yet.

We have done our exploratory work and are wrapping up requirements for this project. I’m not a sales person per se, but I’ve spent considerable time all over the company talking to different groups to explain what we’re going to be rolling out and how it will affect them. The response has been overwhelmingly positive. After years of paper-based communication, undocumented processes, and loose triage for decision-making, plus a read more

October 22, 2014
by Marketing
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Workflow is More Than Forms Management

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Earlier this year Microsoft announced a plan to discontinue InfoPath as part of its business software portfolio, sending organizations all over the globe scrambling to look for a replacement for their forms management system. To ensure both the proper creation and distribution of electronic forms, many companies began talking with us about Process Director – its smart forms capability and more.

During those conversations we heard these companies describe that InfoPath, while successful at serving their very basic forms needs, lacked the process automation and workflow that they needed. What they wanted was not just a better way to manage forms, but also a more efficient way to conduct their business.

We have long been supporters of Microsoft. All of our products are, in fact, built on Microsoft technology. While Process Director and InfoPath share some common functionality, prior to the announcement we did not engage in a lot of conversations with companies seeking to implement forms via InfoPath. We read more

October 6, 2014
by Marketing
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Changing the Way We Work, Part 2: Preparing to Move Forward

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With approval to proceed with his project and approach, Process Pat prepares for the upcoming changes

When we got funding for our process automation and workflow project, a certain level of anxiety crept into my daily routine. After all, this approach was being seen as an overhaul —not just in technology but also in how we run our business. Now that executives have started to take notice, you might think that my stress level is off the charts. Actually, the opposite is true; now that we know our direction, I’m helping my team get focused, create checklists, and develop an actionable plan. When I see how this is unfolding, it moves the needle from “freaked out” to ‘measured excitement.’

This project won’t happen overnight, nor will it be onerous. Our plan is to build requirements over the next month, develop new processes after that, then roll out the workflows for an initial application. We’ll assess, review requirements, and then tackle the next application. Overall, we have a goal of modifying the way we work through automating and streamlining our processes and read more

October 1, 2014
by Marketing
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Changing the Way We Work, Part 1: The Task Before Us

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As Process Pat and his team prepare to implement BPM and workflow, he gives serious thought to how his team will move their project forward

My company has had five consecutive quarters of incredible growth: profits are up, we’re hiring across all departments, and the team feels excitement building. This success is the result of delivering innovative products and executing with smart marketing. Like everyone here, I’d like to see that continue— and I’m in the fortunate spot to be able to have some impact on that. It’s the job of my team to develop business solutions to enable the company to be more efficient — and to support the teams helping us meet and achieve these goals.

While I’m sharing that great feeling, I’m also beginning to get twinges of anxiety that are gnawing at me and keeping me awake at night. To keep up with all this change, I’ve suggested an approach that will change the way our company works— and for which I’ll be responsible. Talking about putting myself on the line….

You see I’ve requested, and received approval, to automate processes across our entire enterprise to make us read more

August 26, 2014
by Marketing
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Five Considerations When Planning for Workflow and BPM

We get to work with some really innovative and interesting companies. Before we talk at any level of detail with a potential customer, we do a significant amount of research to learn more about their business, industry, organizational structure, and where they have had success. It is sometimes challenging work, but is always incredibly helpful, as it gives us a foundation to understand that organization and to identify both needs—and wants.

The truth about a company and its culture, however, does not usually come out until we have had a chance to meet with the people who will be implementing the workflows and organizing their business processes to work in this new way. We find IT managers and systems architects to be motivated, goal-focused individuals who are bent on doing things better. They have given serious consideration to the work they are preparing to do, and take pride in the foundation they have laid for that effort.

We also have observed that so many of the managers we talk read more