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Process Management

Articles in the "Process Management" Category


Hearing the Voice of the Customer: User-Driven Design

Wednesday, March 3rd, 2010

We recently began looking for companies to take part in a beta test of our new policies and procedures management system. We’re giving companies like yours the opportunity to be in on the building process, so the result is something you’ll be able to use intuitively from the start (we hope).

As much as we listen to our customers, we have to translate what we hear into fields on a screen so that software engineers know what to build. Think of it this way: when you say, “I want to easily adapt Bizmanualz procedures for each of my clients”, that could require a bunch of screens.

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Intranet Policies and Procedures Development for Multiple Departments

Tuesday, February 23rd, 2010

Companies are using a wide variety of intranet software solutions to develop policies and procedures for multiple departments.  Common policies and procedures software solutions include editing in MS-Word, publishing in PDF, and managing files in SharePoint.  You can try putting most of your information on a wiki, but a wiki can be an inefficient solution for keeping documentation up-to-date and under control.  Adobe has a product called RoboHelp that’s good for maintaining a single source and distributing various versions and revision changes to a mixture of channels. (more…)

How Do You Know Your Procedures Work?

Monday, October 26th, 2009

You’ve written a new procedure.  Your procedure review identified completeness, correctness, and subject matter applicability.  You feel you’ve caught your procedure writing errors and the procedure’s ready to go…but go where?  How do you determine if your new procedure is working?

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Do You Really Have to Write Procedures?

Monday, October 19th, 2009

Not all processes require procedure writing.  There’s a lot of overhead associated with every business procedure you write.  Therefore, the more business procedures you write, the more procedures you have to edit, implement, train, audit, and (more…)

Has Your Process Procedures Project Stalled?

Monday, October 12th, 2009

Your process is not living up to expectations, so you’ve decided to implement standard operating procedures (SOP) to improve process consistency, compliance, and effectiveness.  However, that project is stalled: employees are not buying into your proposed changes, and management is growing impatient.

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Project Management Phase II: Project Planning

Monday, September 21st, 2009

The first phase in any project management process is project initiation, where the goal is to uncover the project’s scope — the boundaries for resources, expectations, results, feasibility, the team, and your requirements — and produce a project charter.  Now that you know the project’s goals and scope and you have a project charter, what’s next?

Project planning is the second phase of any project management process and consists of developing the core planning elements.  The output of this phase is a set of project management documents, or plans.  The most important one is the project plan itself.  (Figure 1 shows the table of contents for a project plan.) (more…)

Project Management Phase I: Project Initiation

Thursday, September 10th, 2009

Last week, we learned about the five phases of project management.  Each phase of project management has a distinct purpose, importance, and set of outputs designed to ensure that the project manager is moving the project towards the desired results.  The first phase is Project Initiation.

Phase I - Project Initiation

The primary purpose of Project Initiation is to discover the project’s scope — where are its boundaries?  As you see in Figure 1, you need to determine and document the User Requirements & Project Assumptions, produce a Business Case Justification & Feasibility Study, and put together a Project Charter and Project Team. (more…)

Scaling the Maturity Levels of Quality Process Management

Monday, February 2nd, 2009

Your management system consists of business processes that interact with each other through documents and records.  Yet in many companies the system appears to be functioning whether anything is documented or recorded.  Can this be an effective management system?  It depends on the process management maturity of your organization.

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Does Solving Problems Improve the Process?

Thursday, March 17th, 2005

Part 3 of a four-part series

Are you solving problems or improving the process?

In other words, if you find a problem in a process and implement change to fix it, then did you improve the process? Well, maybe… Sure, solving problems may be an important thing to do, but (more…)

Take Control of the Sales and Marketing Cycle

Tuesday, January 18th, 2005

Part Three of Cash to Cash Cycle Series

We’re sprinting toward that $1,000,000 mark…and we’re only a couple strides away;

Decreasing inventory carried us over the first hurdle, and last week reducing Accounts Receivable sped us through the half-way mark. We’re making great time, so let’s (more…)


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