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Achieving Operational Excellence through BPM James Smith & Roberto Biondini
23

BPM Goes to School: Case study - Birkbeck, University of London

Jul 07, 2015

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Technology

How can Higher Education providers deliver cost-effective IT services and prove better value for money? What are the key factors to implementing successful workflow solutions within the highly regulated academic sector? And what are the best ways to achieve employee buy-in as you strive towards a Center of Excellence?

This Case study: Achieve Operational Excellence through BPM - explains how Birkbeck, University of London, utilized BPMS to significantly streamline administration processes and improve student services.

With help from Bizagi, Birkbeck improved the timely application of student loans and sped up its Student Status Amendment Program by 90%.

Hear the story from BPM advocate James Smith, Director of Process Improvement & Corporate Information Systems, at Birkbeck, University of London.

First presented at London's Ovum BPM Forum 2014.
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Page 1: BPM Goes to School: Case study - Birkbeck, University of London

Achieving Operational Excellence

through BPM

James Smith & Roberto Biondini

Page 2: BPM Goes to School: Case study - Birkbeck, University of London

Introduction

Birkbeck Case Study

About Bizagi

Q & A

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Page 3: BPM Goes to School: Case study - Birkbeck, University of London

About Birkbeck

London’s only

specialist

provider of

evening higher

education

Birkbeck was founded

in 1823 as the London

Mechanics Institute

Birkbeck counts four

Nobel prize winners

and a British Prime

Minister among its

former students and

staff

Page 4: BPM Goes to School: Case study - Birkbeck, University of London

Drivers for change

Birkbeck Knows about change!...

2007 ELQ funding changes (c. 40% drop in HEFCE teaching-grant)

Strategic Review

2012 Fees & Funding Changes

Downturn in part-time student numbers

HEFCE Catalyst Funding

Page 5: BPM Goes to School: Case study - Birkbeck, University of London

Staff & Students

Estates Finance HR Registry Library

Schools

Welcome to Silo-land

Page 6: BPM Goes to School: Case study - Birkbeck, University of London

Objectives

Implement an Operational Excellence Programme through BPM

Define high-volume processes to be automated and implement them quickly

Increase speed and quality of data

Reduce complexity, duplication and errors

Build cross-functional processes across many university units

Empower business users to implement their own small-scale process

improvements

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Page 7: BPM Goes to School: Case study - Birkbeck, University of London

What did we do?

Work with an external facilitation partner to run

business process improvement workshops – to

discover and identify opportunities for process

improvement

Look to procure a software solution to help us

manage and orchestrate our processes – and we

procured Bizagi

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Page 8: BPM Goes to School: Case study - Birkbeck, University of London

Basic modeling

Providing a common utility for process diagramming, using

BPMN standard

…narrowing the gap to technical developers, leading to…

Full managed process execution

Executing process

Providing case routing & work-lists

Integration with existing corporate systems via web services

Why Bizagi?

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Page 9: BPM Goes to School: Case study - Birkbeck, University of London

Bizagi Modeler

…create simple diagrams

Page 10: BPM Goes to School: Case study - Birkbeck, University of London

Bizagi Studio (Executable)

…which can be refined to become the basis for executable processes

Page 11: BPM Goes to School: Case study - Birkbeck, University of London

Bizagi Studio (Executable)

Define abstracted data models…

…and user interfaces for process participants…

…and business rules, assignment

rules, data integrations…

Page 12: BPM Goes to School: Case study - Birkbeck, University of London

Our first Bizagi processStudent Status Amendment

This is the process by which our students:

Tell us they want to change mode of attendance

Tell us they want to change programme of study

Tell us they want to interrupt / suspend studies (take a break)

Tell us they want to leave (withdraw)

Historically a paper request, which turned into a series of email

exchanges, orchestrating a series of decisions and records

updates across a number of departments

Page 13: BPM Goes to School: Case study - Birkbeck, University of London

Our first Bizagi processProcess discovery and improvement

Workshop to understand current process… …and how it performs

Why that is...

…and how we aspire to improve it

Agree a ‘to be process’

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Page 14: BPM Goes to School: Case study - Birkbeck, University of London

Our first Bizagi processStudent Status Amendment: Initiation

Web service callCreates case in Bizagi, routed to

users to complete first task

Page 15: BPM Goes to School: Case study - Birkbeck, University of London

Our first Bizagi processStudent Status Amendment: Process Execution

Managed process is 90% faster than previous paper process!

Page 16: BPM Goes to School: Case study - Birkbeck, University of London

Achievements

Student Status Amendment process 90% faster

Proportion of student debt resulting from ‘Promise to Apply’ is down 16%

3 processes deployed in under 12 months

"Fastfix" initiative to empower staff to instigate their own small scale process

improvements is operational

"My Birkbeck Profile" portal enables students to action their request online

Accessible to 18,000 students; average 3,000 cases closed per year

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Page 17: BPM Goes to School: Case study - Birkbeck, University of London

Staff & Students

Corporate Information Systems Infrastructure

A bright new world?...

Estates Finance HR Registry Library

Schools

Self-Service: My Birkbeck Framework

Other common services: Identity Database, Reporting

Get Data

?

Do something

Update

something

Send Email

OWN & MANAGE BUSINESS PROCESS

Do another

something

BPM: Bizagi

Page 18: BPM Goes to School: Case study - Birkbeck, University of London

Best Practice

Involve all business owners in the BPM technology selection

Enlist support from external facilitator to define the first processes

Map processes, define workflows and share tasks with the business team

Promote and share your aims for Operational Excellence

Support and mentor colleagues’ process modeling efforts

Recognize that BPM does not reside in IT but should be a shared business tool

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Page 19: BPM Goes to School: Case study - Birkbeck, University of London

Easy

350+ customers globally

& more…

Process Automation

Intuitive

Fast

Flexible

Page 20: BPM Goes to School: Case study - Birkbeck, University of London

Profit

Speed to Market

ROI

QTR Analyst Calls

Enterprise Architecture

Authentication

Scalability

Business IT

XML REST SOAP DataInterface Form Process Rules

Page 21: BPM Goes to School: Case study - Birkbeck, University of London

Unique Architecture

Page 22: BPM Goes to School: Case study - Birkbeck, University of London

IT

XML REST SOAP Data

Business

Interface Form Process Rules

Bizagi binds Business and IT together

Page 23: BPM Goes to School: Case study - Birkbeck, University of London

Clean, intuitive…

Bizagi is the ‘Apple’

of BPM softwareHead of BPM Practice, Mars Canada