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Alternatives to Business Process Modelling Notation – BPMN

Business process modelling notation, or BPMN as it’s commonly known, refers to a precise notation for documenting business processes designed to remove the ambiguity of textual process specifications by depicting the sequence of business processes visually as an information flow.

It is similar to the Universal Process Notation (UPN) we use here at Skore, another visual methodology, but there are some key differences we will explore today as we conduct an in-depth analysis of BPMN.

How Is BPMN Helpful?

Business map processes to find out how things are working, to document how, and to then search for ways to improve it.

BPMN’s big selling point to do so is that it provides one unifying notation for all processes. In this way, all business stakeholders can understand the charts and flows.

BPMN helps organisations understand and document their business processes to identify key areas for improvement. The notations utilised by BPMN in their business process diagrams are comprehensive and rich, there are a wide range of shapes and symbols at your disposal to enrich your diagrams. 

And the industry standard is developed by the Object Management Group (OMG) consortium since 2005, a not-for-profit industry group that ensures the standardization of the notation and processes is maintained. It means there is someone overseeing it constantly, and that business can turn to it if they are confused at any point.

Once the entire process is captured on a diagram, businesses can begin to analyse where they can improve upon their existing methods. Where they can switch up their spending or time management to avoid unnecessary expenses or time-consuming tasks and instead boost their revenue. 

This does not come without some drawbacks, however.

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What Are the Limitations of Business Process Modelling Notation? 

For all that it is helpful, BPMN does have some limitations.

The first problem is the amount of training required for someone to understand and follow along on the chart made using BPMN. In 2016, ​​to know how to use the software tool you needed to download and understand a 7.1 MB PDF of 538 pages. It’s great that BPMN is standardized to avoid confusion, but this type of approach with too specific instructions for symbols and usage will still limit who is actually able to use and understand it.

This is because BPMN can become very visually complex. But then this does not help one efficiently follow along and understand the processes, does it?

Similarly, due to the visual complexity of the charts, a lot of important information ends up missing, and the flows begin to look messy.

For instance, decision diamonds and swim lanes, both parts of BPMN charts, will take up a lot of space on the chart. They will add a lot of new symbols and notations, resulting in the overall understanding of the process becoming more complicated and convoluted than it originally was. And, because there is a lack of space for the amount of information needed to be conveyed, the map can become even larger and more complicated, or information may get lost.

Furthermore, the action boxes in BPMN are based on the owner, while in UPN they are based on the order of action. When performing an analysis, the entire title of the box has to be read to ensure everyone is on the same page, as opposed to simply following along via the next step.

The notation itself also causes confusion. BPMN relies on symbolic precision to communicate actual processes. While machines may respond to symbols, however, humans do not, and there is often room for error and interpretation of certain symbols in a process depending on how they are diagramed and used. In this way, BPMN then suffers from the same drawback as other business process mapping options, despite being touted as the answer to process ambiguity.

BPMN is so structured that you lose out on context at times, and by relying on the symbols you end up running into the same issue as before. A visually complex diagram can sometimes have multiple interpretations and a lack of additional context for each process.

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What Are Some Alternatives to BPMN?

Given the issues with BPMN, let’s explore the alternatives.

The first option would be to turn to BPMN’s origin, the Unified Modeling Language (UML) diagram. Originally created for software development, UML is the base of BPMN. The main problem is that there are fourteen different versions of this diagram, and selecting the right one and then communicating it to anyone that is not an expert or familiar with UML becomes a problem. While UML has been acknowledged as great for object-oriented processes, when it comes to larger business processes BPMN is the natural successor. And UPN is then the natural successor of BPMN, as we will find out.

You can also always return to a good, old-fashioned flowchart. The precursor to all of the diagrams we are talking about, flowcharts continue to exist and be useful for a reason. But when it comes to mapping out business processes, flowcharts can get messy and illegible very quickly. As they rely on sequential sequences of events, flowcharts fail to account for parallel activities or previous activities that are also part of larger processes. And in a large company, a lot of processes have parallel events that need to be documented to ensure everyone knows what is happening.

Data flow diagrams (DFDs), which were developed in the seventies, are used to capture how data flows in an organisation. They do not strictly work for business processes, as they are not exactly a flow or step-by-step diagram, but they do capture how data is working within an organisation. You might find a use for them if your business is driven by data, or perhaps as an analytical tool for a specific process within your business to understand how data is flowing.

Gantt charts have also been around for a while – since the late nineteenth century in fact. These charts focus on deadlines, by creating subtasks to a larger task with specific time frames. They are still used by some companies for processes that are time sensitive to organise themselves, and they have also been known to be used in academic circles. However, the information presented in them is not exactly a flow, and it is too simplistic to capture the entirety of a complex business process as they exist today.

Program Evaluation Review Technique (PERT) diagrams come to us from the 1950s US Navy. They make use of circles or rectangles, called nodes, to represent project milestones or events. These are then linked by vectors, which correspond to the various tasks required to arrive at that milestone or event. These diagrams break down the individual tasks of a project for analysis and help identify task dependencies. Their main focus is helping the business find the best ways to save time, but as a result of this focus, they can be quite difficult to interpret accurately.

A lot of these alternatives have fed into each other over time, bettering the capture of processes slowly but surely. This brings us to the twenty-first-century option, UPN.

We’ve mentioned it a few times in this article because UPN is the culmination of all of the needs a business process map has. It provides a simple notation that anyone can follow along to, without the need for an additional long manual about arcane symbols and their meanings. You can present your process simultaneously to your client or stakeholders, and they can all follow along easily.

It has room for parallel processes, and for both big and small picture processes that work together to arrive at the desired result for the company. And despite this, the charts and diagrams in UPN do not become overly crowded or complex. Instead, they still are presented in a way that simplifies and deconstructs processes down to the basics.

The boxes in UPN maps are also organised by action steps, making it easy to follow along and avoid any possible confusion about where to go next.

UPN works with a computer in mind. Software makes it possible to add smaller parts of processes as subcategories that can be accessed at specific points in the process, decluttering from the larger picture and leaving everything streamlined for the viewer.

We selected UPN as our business process mapping base at Skore because it provides so much clarity for us, and we wanted to share it with our clients. Your business processes are complex, but they can be broken down into small, actionable steps that you and your team can follow along on without needing to consult a manual about symbols constantly. 

Skore also allows for smaller processes to be incorporated into the diagram, and for the attachment of additional informative documents to all the steps. And we focus on answering the questions of what, who, how and when in our diagrams, as we ensure accountability and responsibility is built into the process.

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With UPN and Skore, long manuals and symbols when it comes to process mapping are a relic of the past. With computers making software the natural choice for business process mapping, simplifying everything further and adding attachments it is the clear next step to the future.

It is also really easy for the business to understand your process map and get sign-off from stakeholders easily. You can do a bird’s eye view analysis or drill down to the detail at the click of a button. You can also map at the speed of conversation in a workshop rather than having to spend your evenings mapping out after the event when you are tired or forgetful. With Skore you can also get reporting and analytics. 

Conclusion

We’ve explored and learned about BPMN, its uses, drawbacks, and why UPN is the best alternative in the market today. 

Keeping it simple when it comes to business processes is always best, and UPN captures that notion more than any other diagram available yet.

It is for this reason that Skore relies on UPN for its business process modeling, as we have found it is a game-changing communication tool for companies about their processes, both internally and externally to their own clients.

Want to learn more? Book your demo today to take a look for yourself!

Business Process Reengineering: How to Do It

One of the key factors of any successful business is to be constantly assessing and reinventing itself.

You don’t have to reinvent the wheel every time you launch a new product or service, that is not what we mean.

But as time moves forward and new helpful technologies emerge, it is always wise to take a look at your existing business processes and see where and when it might be possible to tweak them for improvements. 

Invite your team to participate in these decisions, as they will be the ones more familiar with daily processes and where it might be best to switch things up. With the tools available today, it has never been easier to visualize these processes to find the weak spots.

Software such as Skore makes business process reengineering more efficient and more collaborative for the entire organization – let’s delve into how!

Reminder: What Is Business Process Reengineering? 

Before we truly get started, let’s review what business process reengineering actually is.

Business process reengineering, also known as BPR, is the decision and then action of changing your business’s major functions to increase efficiency, improve quality, and-or to decrease costs. To do this, businesses will create and visualise their processes through flow diagrams such as the ones you can make with Skore, finding and identifying areas of improvement. 

Someone can specialise specifically in this work and be known as a BPR specialist – that’s how important it is. These people will be in charge of identifying the improvement areas and then ensuring that the transition to new workflows goes smoothly.

It’s different from business process improvement, which is solely focused on updating your business’s current processes.

Business process reengineering will instead result in fundamentally different systems across your organization. It means significant and absolute change at the very beginning of all your existing processes. After all, to make an omelette, you have to crack a few eggs.

There are four steps to follow when conducting business process reengineering.

Firstly, professionals will need to understand all the company’s processes and identify problem areas. This means having access to all existing workflows and a backlog of information that led to the decisions to make the workflows as they currently exist. Not all of this will be readily available, which itself may be an indicator of something to fix in the process. 

As soon as a problem is identified, it must be communicated to the relevant stakeholders in the organisation. Skore makes it easy to visualise these for both your own processes and for clients. With Skore, stakeholders and clients can understand and follow along with the current workflow and with the suggested improvements.

Once the issue has been identified and communicated, and everyone is in agreement that it needs to be changed, it’s time to take action to fix it. This means assembling and bringing in an expert team. 

Two essential players here are a senior-level employee and an operational employee. You will need the senior-level employee to oversee the bigger tasks and have access to important information, and having someone that is on the ground with processes and operations will be incredibly helpful for the next part. Additional team members can be selected based on need.

Having assembled your team and found your problem, you now analyse it further. What are the measurable KPIs that tell you it is not working and would be able to demonstrate if anything changes? And what would you have to change to make it visible? 

Make different flow charts with different results depending on what you can switch up. Follow along to the logical end result each time to get an idea of what will have the best and greatest impact.

Finally, you implement the change and see the results play out in real time, saving your business money and resources.

Why Do Business Processes Need to Be Reengineered?

Why would businesses reengineer their processes from the ground up when they can just keep improving them?

It all boils down to five key factors, which we will be examining in detail.

Updating company vision

The first thing business process reengineering helps with is revisiting the company’s mission and vision.

Companies change over time, because markets, culture, and sensitivities change. If a company wants to remain relevant and competitive, it will need to adjust accordingly to the times. To make sure you don’t stagnate, reengineering business processes allow leaders to re-familiarise themselves with their products and services and come up with new ways to attract customers.

A great example here from the last decade is Netflix: going from a rental service to a streaming service and becoming a pioneer. Because they were willing to reengineer their business processes, they came up with a blueprint that made them unique in the market before multiple other companies followed their lead.

Simple operations are best

The worst thing for any business process is over complication.

Just like when you’re trying to train for a sporting event and the best thing you can do is simplify your diet to protein and non-processed foods instead of relying on fad diets or super smoothie mixes, taking everything down to basics is best.

By making your business processes simple and streamlined, your operations will flow naturally, effortlessly, and efficiently. Remove obstacles by analysing and reengineering your business processes to arrive at straightforward solutions and workflows.

This results in happy employees and happy customers, as everything works correctly and without too many hoops to get through. 

Increased efficiency

Every business wants to be efficient. To do this, you need to study your operations in your organisation and make sure they are simple and streamlined. 

Less time spent by employees trying to figure out processes means more time dedicated to getting things done instead of just waiting to move them along. Increasing efficiency is a very easy and achievable result of business process reengineering.

Better results and products

As a direct consequence of the above, your products or services will increase in quality because your employees will have more time to dedicate to them. They will not be worried about how the work should flow, but about making sure it happens.

Your company will also have more time to be reactive to feedback from customers instead of making sure processes are flowing correctly, thereby improving the quality of your customer’s experience with you.

This leads to our next and final point.

More profit

Business process reengineering is absolutely responsible for more profit and greater ROI for companies. 

If we think of the Netflix example mentioned previously, reengineering their entire process and brand allowed them to become an untouchable giant for quite a few years, and absolutely increased their revenue.

Business process reengineering leads to lower operating costs, more accurate company goals, better communication, and higher quality of products or services. All of which result in higher profits.

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How to Reengineer Business Processes 

So how should you go about reengineering your business processes?

Well, let’s take a look at some of our clients here at Skore and how their situation fits with our five key factors.

Foxability

Our client Foxability helps companies figure out which cloud-based software will help them best for their business needs. They are constantly evaluating business processes and searching for ways to improve them.

When they came across Skore, magic happened.

Not only was Skore useful in demonstrating places for improvement for their clients, but it also allowed them to map the necessary steps to get there and what that improvement would look like. The team at Foxability makes multiple flow charts or process maps with Skore to demonstrate real-time monetary gains from reengineering processes based on the new technology available, leading to more streamlined operations, increased efficiency, and better company results overall.

And Skore’s simple and easy-to-follow approach to map visualization allows this to happen daily.

NHS

When the NHS Trusts in South London were looking to improve their mental health services operations for children and youths, they turned to Change Platform Consulting to revisit their existing processes and how they may be able to change them.

This was quite a tall order for the consulting firm, as the NHS’s existing processes had been unchanged for quite some time. It required an entirely new workflow: a business process reengineering.

In stepped Skore.

Using Skore, the consulting firm led a series of workshops to understand and evaluate the current processes. They were able to reconfirm and envision the new goals and design new, streamlined processes that aligned with the new vision.

The results of their reengineering saw success within the first nine months

  • A 75% reduction in the children and youths of the area being found outside it
  • Inpatient wards capacity in the area increased from 52% to 90%
  • A 12% underspend against budget

Business process reengineering worked marvellously and all the parts of the process that were changed had a significant effect, of that there is no doubt. Reviewing your process and analysing it to find where you can make things different will absolutely have lasting impact. 

Lawrence & Wedlock

The team at Lawrence & Wedlock, an automation services provider, was already familiar with cutting-edge technology and software. What they needed was a way to make the RPA process discovery workflow more agile.

Along came Skore.

Prior to making contact with us, they were using a variety of tools that made it hard to keep track of who had access to what, where, and when, and were not collaborative or well-integrated with each other. It slowed everything down and made them inefficient.

With Skore, their average process discovery time with a client went down by a full week.

Using Skore with their clients also meant that the clients could understand and visualize their processes better. When improvements or reengineering were needed based on the work Lawrence & Wedlock provide, it was easy to see the outcome and explain it. 

More streamlined operations meant a more efficient team, resulting in better service for their clients. And of course, an increase in profit and clients. 

Bovis Homes

Similar to the NHS, Bovis Homes has a long history of processes having a certain workflow.

Bovis Homes ran through the entirety of our five key reengineering points. 

They had experienced a period of rapid growth and needed to reevaluate their company vision and goals following this. Yes, they had grown, but the processes did not reflect this growth yet. And it was felt across the company.

So they went back to the drawing board and reconsidered. 

They used Skore to revisit processes and change them as they went along, ensuring that they were creating procedures and best practices that aligned with industry standards for health, quality, and safety. And they did this collaboratively with teams and stakeholders from seven regions in the UK, all with just one software. They then made sure that every role was accounted for and that those that needed access at every pertinent level could consult back to what was built. 

Their key mission was to once again place the customer at the centre of their business following their period of growth. Bovis Homes made use of Skore to reengineer their existing, previous business processes to look towards the future. As they continue to edit and improve their procedures across all their regions, they are able to go back to Skore and add notes and new factors to take into account. 

They are streamlining their processes constantly to arrive at higher efficiency and better products for their customers and better systems for their workers, to achieve even greater profit heights.

Conclusion

Business process reengineering is not easy. It takes time and means you have to be willing to accept big changes.

But as our clients prove, the payoff is worth it.

Skore makes business process reengineering easier than ever with our simple, streamlined approach to process mapping, and our team of experts willing to walk you through how best to make use of our software.

No more wondering about could be’s or should’s, just efficiency and more revenue for you and your business.

What are you waiting for?

Get in touch with us to book a demo today!

3 Success Stories Using Business Process Management Software

Business process management software is a necessity for any business looking to grow and succeed.

Mapping processes allow businesses to be organized, understand what is happening and detect areas of improvement and opportunities for growth. 

Without visualizing these processes, it is very difficult to find pain points or stop gaps in places where things could be improved. Anything from a task duplicating unnecessarily to finding time-saving processes can be seen a lot clearer when you visualize and capture processes.

And with the software available on the market, it is no longer necessary to do all of this with sticky notes, paper, and pen. 

Instead, you can have all of this information easily accessible on cloud-based software for the entire company, with relevant teams and departments having access to relevant content or areas in which they need to engage with others. 

It has become a lot easier, and we can prove it.

We have had several successful case studies here at Skore, illustrating exactly how much a good business process management software can make a difference for companies and businesses of all kinds. 

But today we wanted to highlight and share three specific success stories from three different clients that demonstrate this even further.

The NHS 

Our first success story is related to mental health services for children and young adults

Three NHS Trusts in South London ran a New Models of Care pilot program in 2017. It was aimed at bettering the experiences children and youths had during inpatient placements by Mental Health Services. It was posited that by reducing the distance young people and their families had to travel to these placements, the well-being of the patient would see a drastic improvement.

They worked with Change Platform Consulting to run a series of workshops to arrive at this conclusion, and its solution. During the workshops, they studied the process and found places where it could use some tweaking for improvement by using Skore as one of their tools.

Because of Skore’s simplicity, the consulting group went back to the basics of their processes. It challenged them to think of why certain processes worked the way they did, in what way, led by whom, and who else should be involved. 

While these might seem simple, questions such as these uncover how a process is working, and where it can be improved. They are absolutely vital to establishing new processes and improving on old ones.

And this is exactly what Skore was able to help them do.

Because of the approach to process management we take at Skore, taking everything down to the original groundwork, it was possible to rework and study established processes and find their flaws. No process is forever perfect, as they have to change and evolve with time, and this is why having everything as simple and clear as possible is best.

It makes it easy to find the places that are having a domino effect on the rest of the process, and come up with ways to fix them. 

It also makes it easy for everyone to understand who is doing what, when, and why. 

Due to the fact that it is cloud-based and collaborative, everyone who needs to know can access and see it as well. 

Thanks to partnering together to study the current processes, there was a 90% increase in the use of inpatient wards by local children and youth. Along with this, a 12% underspend against budget and a 75% reduction in children and youth staying outside the South London area. 

And these results came about solely in the first 9 months.

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Scrutton Bland

Business process management software can be used in any field, and our next success story proves it by switching gears.

Accounting firm Scrutton Bland had to undergo some changes due to the UK Government’s Making Tax Digital initiative. They realized that they needed to get ahead of the curve and begin to study how to digitize their current processes to stay competitive and deliver great service to their customers.

Their solution?

Bring in Skore to involve their clients directly in the business process management.

They developed SB Digital as a service to aid clients in improving their business processes with the latest technology available. 

To show them exactly how this would work, SB Digital called on Skore for support. Skore is used by the team when they’re working through the processes with their clients. They go through the business process mapping together and are able to show them as they review the steps where they see room for improvement.

By doing this in tandem with them, clients are able to readily understand their reasoning at the moment. They see their current systems mapped and how long it is taking them to finish certain activities, and SB Digital is able to pinpoint these savings with them. Together, they are then finding solutions to the issues they come across.

For the clients, it becomes a clear set of steps and task lists to improve upon their existing processes, and seeing them visually mapped out helps them envision what they are working towards. And mapping out how they will look improved makes them even more determined and willing to take on the necessary steps.

Once again, Skore’s visualization of processes and simplicity makes this possible. SB Digital is not making complicated process maps for each individual client based on their industry, but instead using UPN with the Skore tool across multiple clients.

And they are not relying on analogue means.

Both the client and the SB Digital team can refer back to the maps when needed, without having to hunt down a specific sticky note or drawing from several years ago. 

Thanks to Skore’s collaborative, simple approach as a business process management software, the team at SB Digital is able to truly communicate their suggestions to their clients in real-time, and show them realistic, attainable results to work towards.

Cielo

Skore worked with Cielo, a Recruitment Process Outsourcing (RPO) company, to improve communication between the Client and Project Teams. They want to make sure that their clients are attracting the best candidates possible. So the goal for their project in  Skore was to onboard new clients faster while maintaining high-quality and efficient services.

This was because their current tools were complicated and rigid. By utilising Skore, the simplicity, ease, and collaborative nature of the software for business process management made it a lot easier for both Cielo and their clients to find common ground.

This is because Cielo begins its onboarding process by reviewing their client’s current recruitment process, looking for improvement opportunities that meet best practice models. They were able to use Skore for this part of the process when working with their clients, and soon began to adapt it to other aspects of their business.

From work stream to client engagement and organisational structures, Skore covered all the bases that Cielo needed to create rapport with their clients. Because of how flexible and simple Skore is as a tool, Cielo was able to change and shift parts of processes in tandem with their clients instead of creating a new process flow constantly. 

By showing clients a process map that then includes additional components about each aspect of each specific process in real-time, the team at Cielo was able to make their presentations and conversations with clients a lot more engaging. The software made it possible to draw the attention of the clients a lot more to the high-level decisions and opportunities than the pages of details in a process map.

All clients can follow along and sign off at the moment instead of having to take homework home. It makes the life of business analysts a lot easier to have all stakeholders and leaders involved engaged and at the moment as they are presenting.

Cielo also began to implement Skore internally, to help train their team and create processes for recruitment. And to talk to each other more.

Because it is one software with the same notation, all the company teams are able to contribute and communicate on Skore. It makes it significantly easier for teams to understand each other’s rhythm and tasks, and to work together. And it also makes it possible to find places in their own processes where they can improve, such as by adopting new tools and technologies.

Skore can be consulted anytime for clarification, as all the information is easily accessible so that all teams can access it for both themselves and their clients. Especially as they start adding improvements to existing processes.

With Skore, Cielo has optimized not only their client’s business processes but also their own, using business process management software and moving away from the pen and paper methodology of the past.

Conclusion 

Business process management software is the future, and it is here to stay.

All of our clients have encountered success and growth following the implementation of Skore in their day-to-day processes, even from a quick consultation.

If you want to stay ahead of the curve and know where you can improve and grow your business, just as our clients have, get in touch today to book a demo and access a free trial of Skore!

How to Work Better As a Business Analyst

Being a business analyst is not for the faint of heart.

Whenever you think you’ve got everything lined up to work correctly, something invariably comes up and disrupts your carefully planned list of steps.

Going with the flow and adjusting course accordingly is definitely something all business analysts get better at with time. 

Still, in today’s world, tools exist to make their lives more manageable than in the past.

Business analysts no longer have to fear their day-to-day at their work and how many fires they’ll have to put out – the software exists to make this easier.

Let’s take a look at how.

Being a Business Analyst Is Hard 

Before looking at the solution, it’s necessary to understand the problem.

And the difficulty is that being a business analyst or business process manager requires a lot of moving parts that, sometimes, you have no control over. Because this is the nature of business processes: they should run regardless of who’s there or not. Especially if, as a business analyst, you’re aiming to improve existing processes.

A lot has been said about the challenges business analysts face daily. And a lot of it is true. 

Mapping out a new process or way of doing something is an uphill climb that a business analyst faces constantly. There will always be scepticism, those “we always did it this way before, and it was working fine” folks, that you will have to overcome. 

Businesses that have been doing processes that take too long or that do too many processes at once to try to compensate for a failure elsewhere are typically too involved in them to recognize these issues. Or, even if they are aware, they may lack the resources, time, or know-how to truly address them with a solution. Assuming they don’t fight you on every step of change to their process management.

And it won’t just be your average employee that you will have to teach.

Getting all stakeholders to follow a particular process is its own battle. Anything from a lack of cooperation to a lack of time from stakeholders will affect capturing and improving the process, and then making sure the process is being followed.

A lot of the time, they will also be reticent to the sharing of information. 

Either top-down or between different areas of the company, or as you are trying to understand their current processes and find places to improve them. Or not even know where certain information is. 

Just like in certain bureaucracies, you might be sent to ten different departments for a particular piece of information that was at the starting point all along. And this betrays a process that clearly needs to be aided.

The other issue of working through business processes for an entire organization with multiple departments is the reality that they all most likely have their own processes in place that they believe works for them. 

As you try to establish a standard way of doing things, you will face friction from those that want to stick to what they know. Even if it is harder or less efficient. They will also all try to convince you that their process is the best.

And this is patently untrue. No process is the best.

Business processes can and should always be improved upon based on the changing needs of the business and the available resources at your disposal as technology continues to evolve.

Tips for Working Better As a Business Analyst 

Clearly, being a business analyst requires you to be multiple things at once

Leader, follower, creator, adaptor, teacher, student, a variety of roles that most don’t always encounter simultaneously in their day-to-day. 

Business analysts do.

But through all this, there are quite a few ways you can overcome these challenges and come out stronger on the other side. Here are some tips to work better as a business analyst.

Software is mightier than the pen

The first thing to think about is finding the right way to analyse the processes currently in place in your business.

The old sticky note, paper, and pen method is a thing of the past in today’s cloud-based, software world.

With the growing need for collaboration and communication between teams and departments in all businesses, it is a no-brainer to transfer everything from analogue to digital to make sure everyone is on the same page.

Software such as Skore was born from this need.

Paper and pen were a great way to get started on your visualization of processes five decades ago, but with the technology and software available today, this is no longer necessary.

Business process management maps can be designed directly in Skore, and they can then be shared with the team to ensure that everyone has access to what they should. Skore can be used not only for businesses directly but also for training purposes to learn how these processes will work, killing two birds with one stone.

You centralise all process management so you no longer have to go between different departments and people to get an understanding of why something runs the way it does: you can see it clearly on your process map in Skore.

Simple and clear communication is key

In addition to centralising all your processes and maps in one place, you want to make sure that you keep communication simple and clear.

This means, for example, using Universal Process Notation, so that everyone is in agreement about what each part of the map means. No more inaccuracies or arguments about different interpretations, the simple shapes have a specific meaning, and they mean the same in all instances.

Skore uses UPN because we have found it to be the easiest, simplest way to ensure everyone in your team can follow along on all relevant processes. Different departments need to talk to each other in the same language when it comes to business processes, and the best way to understand each other is to be absolutely clear in the meaning of the processes. 

A great example of this is Skore’s work with Highlight

We helped them improve growth thanks to cross-departmental communication and collaboration via our mapping software and workshops. The efficiency the team at Highlight and their partners found thanks to our intervention magnified their output and helped them reclaim time that was lost in convoluted processes and lost communication between departments.

For a business analyst, simple and clear communication channels will always be best.

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Manage expectations

As a business analyst, you need to manage the expectations of the business and its stakeholders. When you come in, you start your work by analysing the processes, and then you begin to look into what is possible to achieve.

Just like when you tell your significant other that the hotel you booked has three stars to manage their holiday expectations, so too, do business analysts manage the expectations of what can be accomplished by fixing processes.

How long certain processes take to review and then find the missing link can take time, and as a business analyst, you should be upfront about it.

With a tool like Skore, you can start visualizing it for the rest of the team from the minute you start analysing the processes currently in place. They can see you build them up, or see the final product, and this will help mitigate and manage expectations all on its own.

By virtue of being a collaborative, cloud-based software, your work is easily accessible and engaging. As a result, your company’s understanding of its processes and the amount of work required to change them becomes clear and a realistic goal.

Create accountability

Business process management mapping should also always answer the question of who does what, when. 

When you study processes, you need to know that your dominoes are in the correct order and that the right person is pushing the right one at the right time.

In a restaurant, you’ve got someone taking orders and bringing food to the table. You’ve got a cook making it once the order is reserved. Someone else sitting people down at their respective tables, someone is overseeing inventory, and someone oversees costs. 

It’s the same for any business process for any organization.

Each specific task has to be assigned to someone. And it has to be easy for everyone to know who does what. Because the day that person takes a holiday or a sick day, not only does it have to be clear who should step up, but also what the task actually entails.

At Skore, we use a visual approach to outlining duties and responsibilities as part of our business process management mapping tool. We find that between that and our singular, simple notation, it makes it easy for everyone to follow along. 

Our organization charts and job descriptions, and roles and responsibility matrices also make it easy to figure out who is accountable for what, so that business analysts can simply share it with the specific teams. 

When the time for a meeting to review processes comes up, it becomes a lot easier for both the organization and the business analyst to know who’s doing what when, and therefore to see how you can make process improvements.

Conclusion

Working as a business analyst requires a lot of patience and collaboration.

You work with people from different departments and industries, from all over the corporate ladder, and you need to make sure they are all on the same page.

Whether it’s cultural or language barriers, hierarchical and bureaucratic issues, or a simple lack of time, you navigate through all of these challenges and come out the better for it.

To do it well, you want to make sure you’ve got good business process management and improvement software on your side, and Skore is your best bet. Don’t be shy and get in touch with us to find out more!

The Best Business Process Management Software

As a business, you need processes to flow constantly and efficiently.

You need your employees to know what to do, when, and how to do it, without you needing to step in all the time.

This is where business process management software comes in and makes your life a whole lot easier. 

But not all business process management software is alike, so let’s dive into what you really need to be on the lookout for.

Why Do You Need Business Process Management Software? 

Before we go any further, let’s remind ourselves why business process management software is necessary.

Your business is made up of a variety of processes. By process, we mean a set of tasks or activities that need to be accomplished to deliver a specific outcome. This can be anything from assembling toys to customer service interactions – businesses are made up of a lot of processes.

Process mapping, as its name suggests, maps out these processes visually to make them easily understandable for yourself and your employees. You express your needs as a business through these processes, and by mapping them you can see what parts are missing. It’s even better if these processes are all expressed with the same notation style to avoid any mistakes.

This is not, inherently, a novel idea. 

It comes from the times of Henry Ford, when they would use pen and paper to figure out how their processes worked. Even in the world of today, it is not uncommon to see huge drawing boards, sticky notes, and tons of paper around Business Analysts’ or Business Process Manager’s desks.

But this has several problems.

It is easy to lose track of processes when they are written down like this. Either because the sticky note itself is lost, or because it has been put away in a filing cabinet that is who knows where with a lot of other information. Also, the person doing the note-taking might have a different approach than the person reading it further down the line.

What do we mean by this?

A great example to think about is archaeological digs. 

The dig takes place in a set number of years, and x amount of objects are found, removed, given a number, and shipped off to a lab or museum. They should then, theoretically, be processed at the lab or museum by their number, photographed, and then either moved to a museum or storage unit. Many years down the line, a student, or professor, may come in and be doing research on an artefact that was found and want to study it. Theoretically, they would have access to all the associated documentation and images of the object for their study.

This is all in an ideal world, of course. 

Often excavator notes get lost or become illegible with the wear of time, or are illegible without appropriate context. Similarly, photographs may get lost, as may the objects themselves, making it harder for anyone to come by later on and study the artefact. Or the documentation may change, making it difficult to truly understand previous digs based on notes or drawn maps, because they no longer mean the same thing.

The same problems exist with business processes being mapped in pen and paper or sticky notes.

To avoid all of this, business process management software exists.

You upload it to a common tool that the pertinent people in your organization have access to. From there, anyone relevant can see it. You are not relying on someone to read writing from years ago or to interpret wording from back then, either. 

With UPN (Universal Process Notation), the notation is the same for everyone, so there can be no misunderstandings or confusion about what is meant each step of the way.

Business process management software is the response to the issues created by making maps on paper. It comes from a desire to improve existing systems, and it is needed for any business that is looking to grow, expand or streamline itself in this new era.

Qualities of the Best Business Process Management Software

Clearly, business process management software is a need. 

But how do you go about selecting the right one for you?

Well, there are a few qualities to keep in mind when you are shopping for your perfect fit.

Make sure it is cloud-based and collaborative

Make sure the software you are purchasing is cloud-based and can handle the maximum amount of employees that may be using it at the same time. Especially because mapping out processes typically require an ample amount of collaboration from all of your team members.

As a business, you will have multiple people consulting this software continuously throughout the day from different devices and, in the remote world of today, from different locations.

Cloud-based software is also scalable and low-maintenance, and a lot more agile for the purposes of business today. 

For instance, our client Lawrence & Wedlock, a leading intelligent automation services provider working across industries, had previously been using multiple tools to collect process information. Using multiple tools made it difficult for them to truly understand what was happening, it slowed down the process, and required different people to use different systems for similar tasks constantly. 

Instead, they reached out to Skore, and managed to scale down their discovery process time by an entire week, thanks to our cloud-based solution.

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Integration capacity works with your current tech stack

You also want to make sure your business process mapping software can integrate with software you are already using, or that it is scalable to incorporate those features. 

Whether that is a CRM or ERP, you want to make sure that whoever is offering the software is aware that you will be using other tools and technologies as well. They all need to be incorporated into the mapping.

A great example of this is our work with A2Z Cloud, wherein the solution is first designed in Skore using our mapping software, then developed and embedded on Zoho, and finally put in use by A2Z. Skore was aware of A2Z’s needs as a client and worked with them to find the best way to include and integrate our software with their business model.

Focus on mapping processes visually in a way that fits your organization

You want to make sure that the mapping software you are looking for corresponds to what fits your organization. A purely top-down, hierarchical approach may not work for everyone, just as a bottom-up approach may not, especially when it comes to visualizing these processes as a map. 

So you want to make sure that the software you invest in works for what you want it to do at your organization.

Let’s take a look at an example: Bovis Homes has a long history as a company – longer than Skore definitely.

But they wanted to improve their process and practices even further, to find areas where they could continue to grow and expand. 

By implementing Skore, they were able to find a tool that allowed them to bring their processes into the twenty-first century while maintaining some of the management tricks they’ve acquired over their long history. They’ve tried different things and know what works for them, and Skore fit all the requirements they had and were looking for in a business process mapping tool.

Intuitive and easy to use with a single notation style

The process mapping you choose has to be easy to use for everyone that may come across it. 

As Stuart Morgan, Design Engineer at Carte Blanche, said:

“Everyone can look at a Skore map and understand it. It’s a very simple system.”

If you have a process mapping tool, but everyone is using it differently, you may as well be building the Tower of Babel.

For business process management software, simplicity, and neutrality are key. Everyone needs to be in agreement on what means what, so that there is no confusion or debate as to what the process should be. 

The idea of business process mapping software is that you have it available and easily understandable to then analyse what you can do better – Skore does just that.

Analysis of processes to help you figure out what is working

A core feature of any good business process mapping software is offering space for analysis.

It’s not enough to simply have the process mapped out, you want to understand why it is working or not, and how you can improve on it. And you need it to be quick and understandable in minutes, not days.

Our client Foxability made use of Skore’s mapping process to the utmost when it comes to analysing their client’s processes for the software that would fit their needs best. As an advisor company, they need to know and show their clients where they might need to tweak their process, and Skore allows them to do so very easily. 

Security is a main feature of the software

A lot of the information that is added to a business process map is sensitive. 

They include how you do things, with attachments with sensitive information about yourself, your product or service, and your employees. You need to be careful and aware of what is being shared and when to whom, and you want to always know.

Business process management software needs to have clear controls and permissions with third-party integrations for clients. Skore has all of this, and more. Our client’s information is kept safe, and even in collaboration with partners such as Marjolo, we know that their client’s information is just as important to keep safeguarded.

Conclusion

Business process management software is a need for any organization looking to do business in the twenty-first century.

You might not know yet what the future holds for you and your business, but getting those processes working as they should and ensuring everyone knows about it is a key component for success.

If you’re interested in getting some help with process mapping for your organization, please do not hesitate to get in touch with us, and we’ll get you started on your mapping journey with a free trial!

Why UPN Is Best for Process Improvement Methodologies

What UPN is has been covered in our blog in the past, but here’s a quick refresher before we dive deeper into this article.

UPN stands for Universal Process Notation and it is the simplest way of mapping business processes visually. By creating simple flows and diagrams, everyone in the company can understand how different aspects of the business works. It is best used in cases of training, audits, new software implementations, and organisational design, but it can also be used in other ways. 

In this article, we will learn why it is UPN above all other process improvement methodologies that you should be using. 

What’s Broken About Process Improvement Methodologies?

There is a big problem in process improvement methodologies at the moment. 

Most of them rely on paper, pens and post-it notes – even those built in a virtual space. 

When you are using process mapping post it notes, you will end up losing information whenever you switch your process or methodology. Or, it will change to a different format but the previous processes do not translate over well and you lose important information.

You’re essentially playing a game of broken telephone without realising it, and it is costing you your business’ organization and history.

And you don’t want that.

There are many different process improvement methodologies, a few of which we will examine later on in this article. And while they all have their pros and their cons, there is one salient fact: there is not one standard way of doing it. 

Because of this, you have different people applying different methodologies to every task or project. A lot of the time the process will be the exact same, but the mapping of it will be different. So it will seem like the entire process is different when, in fact, it is not. And it just ends up becoming more confusing and complicated than it needs to be.

By sticking to one, simple process improvement methodology notation your business will organize and self-regulate a lot better. And that one notation should be UPN.

How Universal Process Notation Helps Process Improvement Methodologies 

When we think of process mapping, you might think of tools like Visio or Lucid Chart. Now these might work for project management, but they cannot take on the complexity of business processes. Skore was designed in response to this need, making use of UPN for business operations and process mapping, demystifying and making it all more accessible to everyone involved.

This is why we have based our software on UPN.

By committing to using UPN, we narrow down the methodologies to simply one mapping process with a universally understood notation. Your team only needs to learn one type of mapping process, and you teach each new employee or team member the same one.

And, because UPN has standardised notations for process mapping, you mitigate the risk of anyone seeing the map having varying interpretations of each symbol or step. Not to mention, UPN is designed to be understood by any business person, not just experts.

UPN will also save you time. 

Not only are you not disagreeing as a team on processes due to a lack of consensus on notation, but you are also not spending time trying to understand what each person is doing. You are not relying on the paper and pen technologies of Henry Ford, when process mapping methodologies began. 

All your information is centralized, accessible and legible thanks to UPN-powered software. You do not have to re-read or re-write the same sticky note hundreds of times, or check the one file cabinet all the way at the back. 

It is all accessible via software like Skore. And easily understood.

With Skore, you can do end-to-end process mapping, and break down each section. Skore’s UPN-reliant process mapping framework allows businesses to create a hierarchy of the complexity of the processes, so that each business can go from big picture to small details of any process.

With Skore, process improvement and process optimization are at the tips of your fingers, as you will have a process library you can access anytime and anywhere. Within the process repository Skore offers, process management and process standardization will go hand-in-hand. No more looking at fifty different notes to find what the order should be!

Having understood the issues inherent with process mapping methodologies and how UPN mitigates those problems, let’s take a look at three methodologies more closely, and examine how using UPN would solve any issues.

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Value Stream Mapping

Value stream mapping comes from Toyota’s Production System, and it refers to the process of mapping every step of the material and information flows needed to bring a product from order all the way through to delivery.

Typically you start off mapping the current condition of the flow, and then creating a future map based on that of how the flow should actually work. Value stream mapping, as the name implies, focuses on value-streams as a whole – it is a ‘big picture’ approach to understanding how your business operations are working. As opposed to process mapping, where you focus on one aspect in particular of the entire process, here you are trying to understand and show how the entire operation and organization is working, and find places where you can make it better.

It also shows you the connection between your material and information flows, and really brings the entire process down to a level where it can be discussed without it seeming too overwhelming.

With maps this large, however, it is very easy to get lost and confused in the weeds, especially when mapping your current flow. If part of your current flow is always relying on Steve from the Warehouse to move some of your product in a certain way, what happens when Steve takes a sick day? Or when some piece of equipment fails for whatever reason?

You could spend hours pondering these questions when you first map everything out, and, if you do not commit to one way of noting each instance, future workers will be just more confused. Not only might Steve not be there to show them how it’s done, but if you’ve chosen to keep the information of how it’s done on a sticky note somewhere in the archives, rest assured that it is highly unlikely it will get done as intended.

Instead, UPN can step in here and save the day. 

By having your value stream maps made using universal process notation, there can be no mistakes or misunderstandings when it comes to reading the map. Everyone will be familiar with the signage, and will be able to step up wherever it is needed at any time, as everyone will be able to follow the intended flow of materials and information.

And software like Skore will make it even easier to access all this information in one place.

The Seven Wastes

Another process improvement methodology is the Seven Wastes. Also part of the Toyota Production System, they refer to seven wasteful activities that do not add value to your business processes and the goal is to try to diminish or eliminate them. They are: transportation, inventory, motion, waiting, overproduction, over-processing, and defects.

Transportation does not add any particular value to your product, so minimizing this cost is a no brainer. Not to mention, the environmental costs transport has. A solution would be to build manufacturing closer or opt for more efficient transportation methods when the time comes. 

Inventory waste is related to unprocessed inventory. Not only the storage costs, but also the waste of possible revenue with having unprocessed inventory and all the costs associated with storing it. And all the environmental effects keeping said unprocessed inventory stored have.

Motion is all the motions, whether done by machines or human workers, that can be minimized. Whether that is having less distances between spaces on a conveyor belt or setting a machine up to paint instead of a worker, depends on the product. Minimizing motion can also refer to taking better care of both workers and machines so that they both are kept in good condition.

Waiting, which we all hate, happens when one part of production is finished but you cannot move onto the next. This may be due to transportation issues, motion issues, or any combination of the seven wastes you can think of. But it slows down the entire process, and you should always be on the lookout for ways to minimize it, as waiting only generates less revenue and more costs for your business.

Overproduction is exactly what it sounds like. You bite the bullet and make way too many Mr. Potato Head toys, only for kids to want lightsabers for Christmas this year instead. Overproduction will then result in more unprocessed inventory, and all the associated costs there. Not to mention all the revenue you are never going to see come back.

Over-processing is any part of the manufacturing process that can be considered unnecessary. You are adding value to a product in an area that it is unneeded. For example, in Barbie’s Holiday Home, you don’t need to paint every wall a different shade of pink. That is way too much work to go into a toy that will probably be used until it’s broken. You’ve created more work and spent more money on an aspect that will be unimportant to your customer. And this is something you never want to happen.

And finally, defects. We’ve all come across an Amazon review of someone that ordered something and it came looking a lot different. Whether because it was a sizing mistake or a design issue, your business now has to take on the responsibility of the defect, process the associated paperwork, send the customer a new one or offer a refund, and potentially lose a customer and the associated revenue.

Now imagine if any part of your process mapping associated with the seven wastes and how to mitigate them is confusing for your business people. You might end up producing more waste instead in the worst case scenario. After all, overproduction or over-processing would only happen if something was not communicated properly.

And the key to any good business operation and process is good communication.

UPN, by virtue of it simplicity and standardisation, would greatly serve to correctly communicate the processes needed to avoid all of these wastes. With software dedicated to process mapping utilising UPN, you would not have to worry about any of these, as all of your business people would be able to understand and fix issues as they come up.

The 5 S’s

The 5’s also come to us from Toyota. In Japanese, they stand for seiri (organize, or sort), seiton (orderliness, or set in order), seiso (cleanliness, or shine), seiketsu (standardize), and shitsuke (discipline, or sustain).

Sort refers to eliminating any part of the process that can be deemed unnecessary. Think of Marie Kondo’s bringing joy metaphor. If the part of the process does not bring joy to your business or does not amplify it in any way, you can dismiss it. The same goes for actual items, be it unnecessary equipment, tools, flyers, inventory, etc. Anything that is unneeded to complete the actual process should be removed.

With orderliness, you look at what you have left and you arrange it neatly. You identify what tool or equipment you use where, and make sure they are easily accessible in those spaces. You should also indicate what each space and tool is used for, so that everything remains where it should be going forward.

Shine essentially boils down to keeping your work area clean. Anyone who has worked in the food or beverage industry can attest to the importance of constantly cleaning after yourself and your clients. In a business manufacturing environment, it is the same thing. Keep everything clean and tidy, and you will not waste time or run into any potential problems.

Additionally, standardisation means you should schedule regular cleaning and maintenance by sorting, being orderly, and shining on a daily basis. Which leads us to discipline. The moment you think something can be pushed for the next day is the moment where you lose track of things. Just have a daily list of tasks, a bi-weekly list of tasks, monthly and yearly, and keep to it.

To ensure that the 5 S’s are followed, you need to have mapping and messaging throughout all the different parts of your business manufacturing process that reflect their importance and which steps should be followed when. And, if this messaging looks any different at any point, this will only cause confusion. Eventually, a step will be missed, or someone will get confused, and it will snowball into a lack of all 5 S’s.

By utilizing UPN, you are able to circumvent any potential misunderstandings. As the notation is universal, no one will be confused, and everyone, regardless of whether they’re an expert at business mapping or not, will be able to follow along with the correct steps.

After all, UPN makes it easy to understand how your map flows, thereby making it easier on all to understand how you want your steps to go.

Conclusion

We’ve explored a variety of process improvement methodologies in this article, from three very specific examples to all of the problems inherent in using them as a combination.

Instead, think of UPN and its simplicity for all of your team. Anyone can understand it, and apply it correctly.

And, in the digital world, you no longer need to rely on paper and pen.

For business product mapping processes, Skore is happy to provide you with UPN software to make all the steps flow naturally and easily for your entire business team. 

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How to Optimise your Payroll Process

This blog was updated on 5/09/22

Ensuring your staff is paid correctly and on time may seem like a simple task at first, but it’s easy for parts of this process to fall by the wayside. 

You don’t want this to happen.

Fortunately, Skore’s software is built to optimise processes and help you as a business leader ensure all of your processes, including payroll, are running smoothly and correctly.

Let’s delve into why the payroll process should be a top optimisation priority for business owners.

Importance of Your Payroll Process

Never underestimate the importance of any process that is part of your business. And payroll should be chief amongst them. 

Any disruption to your payroll process directly affects your employee’s morale and can create trust issues. These trust issues can eventually turn into quick employee turnover, and if you keep going as you are without fixing it, those turnover rates will just keep increasing. And that can get very expensive and costly for any organisation. 

It is vital that your payroll process is as accurate as possible. 

It also affects your reputation as a company, as word will get around if you have issues with your payroll process. And of course, you want to be sure you are compliant with regulations. A badly managed payroll process can lead to trouble in this area too, and to greater costs down the line.

Not knowing your own finances and slowly bleeding out employees are some of the worst positions you can be in as a company. Both of these are directly related to the payroll process. A poor payroll process directly affects employee morale and interest in investing their time in their work. 

To keep your employees and yourself happy, you need to have a great process in place. This process should automate the more monotonous tasks to reduce duplication of labour, and you as a business should be constantly optimising and bettering it. 

Still not convinced?

Here are some examples of tricky payroll situations and tips to help you manage them. 

Payroll Process Tips

Not all payroll processes are the same, nor are they always going to be straightforward. We’ve compiled some specific situations you may come across as a business owner, with suggestions for how to overcome them to have the best payroll process possible.

Payroll Process Ownership

This is often different from organisation to organisation, but you want to know the answers to two questions:


Who is responsible for payroll approval and how often do they need to give it?

In some organisations it is HR, in others it may be the Finance department. But you just need to be sure that it is assigned to a specific title and thus to a specific individual. And that there is a clear chain of command should that individual be unavailable when payday rolls around.

Understanding the roles and responsibilities associated with your payroll process is absolutely vital for your success. So is understanding how the approval process works and ensuring that the system you are utilising automates certain parts of it such as tax calculations to optimise and reduce mistakes.

You also want to check that the system you are using is capable of recording its history of payments and pending payments should you ever need to check. Also, more than one person should be capable of using and understanding it. The last thing you want is to rely on an outdated system that only one person knows how to use – leaner software that is built to be understood by anyone exists.

Infrequent Changes to Payroll

Payroll will go through changes that may happen only once a year.

It can be anything from a pay increase to changes in working hours or taking time off for holidays. But as the one in charge of paying everyone, you need to know how to make note of this in your system for both yourself and your employees.

A lot of the time, line managers will forget to notify the HR department of these types of situations as they are so unique. Even if the employee stresses it to their manager and takes the time off and the manager covers the time, it might not make it all the way to the department managing the payroll process.

A great way to overcome this kind of situation is to make it a part of the existing process to note such an eventuality. Either by automating it or by creating a space for managers to fill in at the end of the month for the HR department.

Just ensure it is always noted as part of the overall payroll process to take these infrequent changes into account. 

Temporary Changes to Payroll

We went over infrequent changes above, but what about temporary changes to payroll?

Leave – sick or maternity leave -, overtime and bonuses are all part of payroll that happen a lot faster and are more temporary. This makes them a prime area for mistakes. 

For example, when someone is on maternity leave, you have to pay them and the person covering for them. You also want to ensure their benefits are not affected in any way. Any error here could lead to costly legal repercussions. 

Similarly, someone taking sick or bereavement leave should not have to come back to work and begin a discussion with payroll services if something has gone wrong.

A solution a lot of businesses and organisations use to track these temporary changes are spreadsheets.

As you can imagine, this is not ideal.

After all, different spreadsheets can get sent to different departments and information inputted incorrectly or missed altogether. Asking your HR department to parse through all of this information when it is closer to payday will undoubtedly lead to errors and disgruntled employees, which can result in a downward spiral that leads you to high turnover rates.

Not to mention this is sensitive information that may be shared with more people than necessary. 

Instead, make sure you are using an automated system that allows you to make changes really quickly and easily to accommodate these fluctuations in your payroll. Look at who sends what and identify where you could change this step to ensure a smoother process.

A great way to analyse how your current payroll process is doing beyond employee happiness is by mapping it out.

Non-Employee Payments

As a business owner, you will come across payments that need to be made and noted that are not related to your employees.

Whether that is a third-party or taxes, these payments will also need to be made and included in your pay slips and your own records. Not only to ensure these are made correctly and on time, but also so that you can keep track of all outgoing payments..

By mapping out this part of the payroll process as well, you know that you want to choose a system that can upload this kind of data for you and that it can work with it. This way you save time and avoid costly mistakes. 

Mapping Out Your Payroll Process

We’ve discussed the importance of mapping out your payroll process in the previous section, but how do you actually get started with doing so?

At Skore we believe that helping companies figure out how to optimise and improve their processes is ultimately a win for us all, and so we are happy to provide a free template library for some all-important processes for businesses. We like to provide you with an idea of how we can help you out.

Our payroll process template, which as all of our templates utilizes Universal Process Notation (UPN), is easy to use and understand for anyone. You do not need to be a business analyst to follow along.

You can see there are two trigger points: the mid-point of the current period with contracted salary information as it is payment time and any contractual changes that may have taken place since the last time. They then go into two different steps with the specific title in charge highlighted below, and they both have the option to attach information – for example, proof of the change in contract.

While it might be easy to compound all of this information in one step, aspects of it may be lost in the long run as people change positions and seek to do things faster but not more efficiently. Mapping it out in this way ensures that no step is forgotten about and costly mistakes are avoided. The Skore template allows you to add all the information you need to your map easily. You can also drill down to more detail if you need to whilst keeping a high-level overview of the process. 

Both boxes have the same output of ensuring the payroll information for the current period is up to date before heading into the next step of processing payroll. This also has two outputs, one being employees getting paid. The other is creating the all-important reports so that your internal financial information is up to date, your third parties are getting paid, and your taxes are also paid. 

No stone goes unturned in the way this process is mapped out. Whoever is in charge, whether they be Payroll or Finance Administrators, HR, or yourself checking in later, can simply follow along with the process to make sure every step is being followed carefully. 

Our template also allows you to assign each step of the process to a role in the organisation. This means you will always know at a glance who is responsible for what. You can quickly pull up a report showing the roles and responsibilities at every step of the way. 

When looking for ways to improve, having such a map is incredibly useful to find places where things are slowed down for any reason – manual reporting as opposed to automated, or a system being used that doesn’t work with your needs.

Mapping out your payroll process and knowing what is happening, when, and who is doing it, is an incredibly important component of a successful business, and one that should be taken seriously when looking to improve processes.

Conclusion

Having an established and streamlined payroll process should never be a difficulty to overcome for a business, but something that falls into place if well-planned out.

It is an extremely important component for the success of any organisation, but one that can become a headache if not handled properly. 

To avoid this happening to you, Skore is glad to provide you with a great starting template to map out your payroll process.

Get in touch if you want to find out more about how we can help.

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The Top 5 reasons why UPN is perfect for Process Workshops

Before we get started, I’m going to be honest… I’ve been a fan of UPN or Universal Process Notation for a long time. I’m a self confessed process geek with a love of making things simple and easy for everyone, so UPN appealed to me straight from the get go. In this blog I’d love to share my reasons why UPN is absolutely perfect for process workshops. If you want to win over your team or get the business excited and collaborating in your processes then UPN is definitely the way forward. Just read on to find out why!

1. Shhhh… don’t mention the P word

If you can actually believe it, not everyone loves processes as much as me. And there are some pretty good reasons why. It’s usually down to a bad experience in a workshop. Perhaps they were locked in a dark room for days picking up fallen post it notes from the floor and slowly losing the will to live. It may have been that the workshop created something so complicated that even the attendees can’t understand it days later. The fact is that often process discovery is a traumatic experience, and if you start off like that how are you going to affect successful change?

UPN, however,  is based around a simple two shape system. This means it doesn’t assume any prior experience with mapping processes, and certainly doesn’t require any training to engage with. Everyone in your workshop can read and understand the process from the very start. . 

This means you can run UPN process workshops without even using the word process…. a potential win already?

2. Head in the cloud vs the weeds

Every workshop has these two characters, firstly the person who can see the big picture very clearly, but struggles when asked about the details and secondly one who jumps straight into the detail, and struggles to see how it fits in the wider end-to-end. Both are very valuable members of the team but this can often cause friction and unsatisfactory results in a workshop.

In Universal Process Notation we look at processes hierarchically. This approach encourages you to define the higher level first and then go into the details. Thus satisfying the different characters in the workshop. Once people can see how it works the conversations become more aligned. 

In addition, once you’ve agreed that higher-level, you can have a conversation around who needs to be involved in the lower-level details, cutting down on unnecessary workshop attendees going forward.

3. Hours, not days (or weeks!)

Often process workshops are an all day affair. Think about this for a minute. There’s a very real cost associated with taking experts out of your business to spend time in workshops. Say you’re running 10 workshops, with 4 experts in each, if each workshop is a day long then that’s 40 days! And that doesn’t even count the lost value in what they would have been doing in their day jobs. 

So now imagine the savings you could get from the same output in a 2 hour workshop? 

This is exactly what UPN lets you do. Designed to be used during the workshop, a facilitator maps the process at the speed of conversation. It drastically cuts down the time needed to achieve your goals and is at least 5 times faster than conventional methods.

Not only is the speed an obvious benefit but the ease also brings increased engagement from attendees. You’ll also find people are more open to that ‘quick Zoom call’ to check through a process. 

4. In-person or remote, you decide

“It can’t be as engaging as people standing up puting post-it-notes on a wall… can it?”

Yes it  absolutely can!

Whether you’re in the boardroom displaying the process on a big TV, or sharing your screen through Zoom or Teams, the fact you’re capturing the process in real-time, adding, deleting, moving stuff around… makes it hugely engaging for people. The process will come alive in front of people, it is really compelling, and makes you look pretty impressive too!

It also means you can decide if you want to get everyone in the same room, or ask them to dial in to a remote meeting. 

In our experience, 80-90% of workshops are now held remotely, so choosing an approach that works in this format is crucial to the success of the project.. 

5. A single version of the truth

Finally – imagine if you will a traditional process workshop – the end result will often consist of and is not exclusive too: A visual of the process (typically a Visio PDF/Screenshot), excel spreadsheets capturing requirements / questions / integrations / systems / compliance points,, training docs (perhaps a series of PPTs, short videos if you’re lucky), system links, Specification docs (50-page Word Doc).

It’s no wonder that people leave with a bad taste in their mouth or the work gets forgotten about two months later. 

The beauty of UPN is that the process that you capture in the workshops gets used throughout the project (and beyond!). 

You can add links and structured data (such as requirements, improvement ideas, etc…) against the processes, and importantly, report on it all. 

You’ve also captured it in a way that can be owned, and improved, by the process owners, meaning that this becomes an ongoing asset for the business. Not only that but as you do this in a workshop you can look for sign-off straight away from stakeholders when it’s still fresh in their minds. 

UPN Process Workshops – Valuable Time Spent  

A process workshop is a vital part of any project but it’s not just enough to go through the motions and get the relevant data. We need to be able to engage and excite the business with the changes or improvements that are planned. UPN is the first step to ensuring that not only does your workshop go with a bang but the time spent by everyone there is useful and of real value to the organisation. Creating a living document that can be used, updated quickly and evolved means the effort invested really is returned. Given that UPN is so easy to learn and use, it truly is a win win situation. 

Get in touch – want to learn more about how Skore can help you get the most out of Process Workshops with UPN?

Find Out More

Solve your Recruitment Issues

Re-evaluate your current workforce and take the pain out of your recruitment problems

With the great resignation in full swing and recruitment harder than ever it can feel like you’re spending all your time trying to fill vacant positions with little success. However – have you considered how much could actually be picked up by your existing team without actually hiring anyone new? You could solve your recruitment issues without having to incur high costs or your precious time.

Our clients regularly free up between 10% and 20% of their time by simply mapping out their processes. Typical time savings include realising how often we manually copy information from one file to another or producing reports that no one reads. It’s incredible how a few simple changes to the way you do business can have a massive impact on freeing up time for your people to do the really important stuff. 

The reality is that our work changes all the time and if we don’t regularly take a step back to ensure it still makes sense we quickly end up doing work that adds no value. The exercise of mapping your processes, in flow charts, exposes this hidden waste. It helps people share best practice and challenge why things are done and realise whether they still should be.

Find a Simple Solution to a Difficult Problem

What’s more, your process maps can then act as instructions when you hire people. This means they can be effective as soon as possible. It makes life easier for people and helps them focus on doing a great job ensuring they stay around for the long term.

The challenge for many businesses is that process mapping can be seen as something technical, that requires a lot of expertise and a lot of time to do. But it really doesn’t have to be that way. Skore is based on a very clear and effective 2 shape approach that asks the important questions, what happens? who does it? and why?

With a simple and intuitive interface, almost anyone can start creating rich process flow charts. They can be used to quickly identify wasted effort and to train new starters. Once you have mapped your process you can share them easily with colleagues and measure them to see how long they take. This means you can automatically identify the activities that take up the most time and see how much time you can save by removing or changing them.

Screenshot of Skore Software that illustrates how it can be used to solve recruitment issues

Solve your Recruitment Issues

Within days you could be calculating savings of up to 20% in individual processes. These quickly add up and equate to having a whole new person in the business without the costly pain and effort of recruiting a new member of staff and training them. A simple quick win solution to your major recruitment headache. Sign up for a free 14 day trial here.

Try Today for Free

How to Create a Process Library

Introduction – How to Create a Process Library

Businesses constantly map processes and create process documentation but often it ends up sitting on a shelf and collecting dust, never to be looked at again. In this blog we’ll show you how to create a process library so the next time someone wants to look at those processes they are fresh and up to date.

Processes are valuable assets that describe how a business works. To avoid endlessly wasting time and money redoing what has already been done, all businesses should have a live process library that’s easy to use and easy to access for everyone.

Why do you need a process library?

Consider why you need one – is it because the boss told you? Or because everyone else has one? Before you dive into creating your process library it’s important to put some thought into the benefits you want it to deliver.

Process libraries can be used to standardise your processes to improve quality, reduce waste and increase customer satisfaction. Alternatively you may have certain rules and regulations your company needs to follow or perhaps you are implementing a process improvement project and need a solid foundation to build on.

Whatever the reason, you need to know how to create a process library and make sure you can clearly describe it to everyone else in the business. You’re going to need their time and input so it’s important you can tell them why it’s valuable for them.

Which processes will you add to your process library?

When you understand why you’re creating a process library you should have a better idea of which processes to add. There are many different processes across all areas of a business so sometimes it can be a little daunting to get started.

The trick is to start making a list and then refine it. Firstly make note of the main processes in your business; the sales process, the marketing process, the delivery process, the development process, accounts payable and account receivable. 

Then, if you’re a small to medium sized business, check out our Business on a Page template for the most common processes. If you’re a larger business you may find the APQC process classification framework useful. You can get a visual representation of it here.

These templates and frameworks are great starting points for you but remember that they’re generic. It’s important to take some time to think about how this fits with your business and feel free to add or take away the processes that make sense.

When you create the process library this list of processes will form the centre of it. It will change over time so it doesn’t need to be perfect to start with. In addition, it’s worth sharing with others in the business to get their view too.

Who owns these processes?

One of the most important things to get right when improving any process is to identify the right Process Owner. The Process Owner is the person responsible for the output of the process. In other words, if the process isn’t producing the right output, it’s the Process Owner you need to speak to, to find out why.

Let’s take an example; if the Sales process exists to deliver confirmed orders to the production team, then the Process Owner for the Sales process is the person ultimately responsible for making sure confirmed orders are there. This person is most likely to be whoever is responsible for sales, such as the Sales Director, Head of Sales or Chief Commercial Officer.

Therefore, the Process Owner is then also responsible for ensuring the process is continuously improved. This should help you identify the right person or role.

Another important factor to consider in how to create a process library is who will be responsible for gathering feedback and improvements to the process. You also need to decide who will make changes to the process documentation so that the processes in the process library stay up to date.

Do you already have a central team that manages this for all other teams? Or do you have a distributed approach where individuals in each of the departments are responsible for updating their own processes? You should consider that while the former is ideal for new teams starting out building a process library, as the initiative grows across the business, the distributed model will scale much better.

Create a plan

Once you know which processes you are going to start adding to the process library, in which order and who owns them, you can start creating a plan. Mapping processes can be time consuming so pick an approach and a software that will make it as easy as possible and everyone in the business is going to understand.

Skore is based on a simple 2 shape approach that’s quick to learn and easy for people to read. The software has an intuitive user interface designed to be used in meetings to capture processes while people discuss them. Check out the key features here.

Learn more about process mapping in our Process Mapping Guide >>.

Once you have chosen the right tools for the job you can work out how many workshops you’ll need to capture each process. Then you will need to work out who needs to take part. Identify stakeholders in each process, the Subject Matter Experts (SMEs) and people that actually do the process.

Once you have your plan you can start capturing processes and building your process library.

Agree measures

When learning how to create a process library you don’t necessarily need to identify measures. However, if you want your process library to be used and not left to gather dust then this is a key activity.

There are various things that can be measured. Look at how the Process Owner and their team are being measured. These are normally the Key Performance Indicators, or KPIs. In our Sales process example this could include the number of confirmed orders, order value and order quality.

Improving a process should improve at least one of the KPIs for you to measure.

However, it’s also really important to know how closely the team follows the process that has been documented. This gives you more confidence that changing the process will have the desired effect. We call this type of measure a Process Performance Indicator (PPI). In this case you are looking at the process and ensuring the team are doing it as described.

In our example of the Sales process – it is key that the sales team capture all the necessary information from the client to accurately fulfil their order…

The fulfilment team have created an order form that includes all the necessary fields and this is referenced in the Sales process. In this case the team can measure how many times orders are delivered to the fulfilment team using the correct form instead of by email or phone.

PPIs are generally quite easy to identify and to measure. It’s good to keep them simple but also be aware that the team can quickly reach the desired target so it’s useful to think about changing them from time to time – this will also ensure that your Process Library stays up to date and relevant.

Monitor and Improve

With all your measures in place, KPIs and PPIs, you can start to monitor and improve the processes. Each team should be monitoring their own KPIs and when things aren’t going to plan, they should look at the process to see what can be improved.

You should also build a regular programme of process reviews. This involves asking the team what has worked well and what could be improved since the last review. The frequency of these meetings will depend on the team and process. For areas that change often then a weekly review may be appropriate. For other areas the process reviews might be monthly, quarterly or even every six months.

At the same time teams can suggest improvements at any time. These need to be captured, ideally using a tool, and then reviewed. When considering an improvement, think about which of the KPIs or PPIs it’s likely to impact and in what way. Then, once you make the improvement, you can monitor its effectiveness clearly.

Conclusion

Although mapping processes and creating documentation can be a time consuming exercise it’s often necessary as part of key projects in a business. The danger is that all the work to map the processes can go to waste if they are not maintained. Creating a process library is a great way to store and manage those processes thereby protecting a valuable asset for the business.

The key things to remember, when learning how to create a process library, are to:

  • Keep things simple
  • Choose a software that’s easy to use for everyone
  • Identify the Process Owners
  • Get people involved
  • Measure the processes

Why not take a free trial of Skore to get started creating your own process library today?

Sign up for your free trial

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