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Process improvement success stories

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Keri Thomson Hillcrest, Kwazulu-Natal, South Africa
What are some of your process improvement success stories? I'm interested in the approach, particularly around business process automation and IT involvement, but also in the skillset of the team and the project management methodology chosen.
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Shweta Pai Scrum master| ResMed Halifax, Nova Scotia, Canada
Problem we solved - The team that was handed to me was split geographically (US and India). The team was new to agile and we had to figure out the way of working. We didn't have experience too with building automated test cases. Besides, my business owner too was new to APIs. She had a lot of domain knowledge but wasn't familiar at all with APIs.

How we did it -
1) With all these problems, we knew that the 1st few sprints would practically be training ones. We did agile training and spent time getting to know each other. With geographical constraints, we did video and there were trade offs too - Some days we would do late calls and other days the offshore folks would stay late.
2) Our PO was great at the domain and so we had her share some of her knowledge.
3) We then got down to coming up with our backlog. It wasn't pretty but we had set expectations accordingly. The rest of the team also helped the PO with the same.
4) As SM, I also helped the team with understanding the concept of spikes and story maps, which helped the team understand the backlog despite geographical distances.
5) In terms of automated tests, we had some exploratory spikes to understand different tools like protractor for writing business tests. It was important to spend time on these to really have impact.
6) Retrospectives were good because the team came up with improvements and got better over time. This team became one of the highest performing teams in the company.

Key to process improvement is that the organization should embrace the "test-and-learn" strategy. Some solutions for different problems may or may not work, especially in a net new area. The roadmap should account for time needed to learn because if we just patch the old solution i.e. could be app or process, we will never get to the new. The senior management should empower the teams for real process improvement to happen! Hope this helps!
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2 replies by Keri Thomson and Shweta Pai
Sep 17, 2018 4:26 PM
Keri Thomson
...
Thank you, that's most insightful!
Sep 18, 2018 7:56 AM
Shweta Pai
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Anytime! Please feel free to reach out in case you have questions! :)
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Keri Thomson Hillcrest, Kwazulu-Natal, South Africa
Sep 17, 2018 2:19 PM
Replying to Shweta Pai
...
Problem we solved - The team that was handed to me was split geographically (US and India). The team was new to agile and we had to figure out the way of working. We didn't have experience too with building automated test cases. Besides, my business owner too was new to APIs. She had a lot of domain knowledge but wasn't familiar at all with APIs.

How we did it -
1) With all these problems, we knew that the 1st few sprints would practically be training ones. We did agile training and spent time getting to know each other. With geographical constraints, we did video and there were trade offs too - Some days we would do late calls and other days the offshore folks would stay late.
2) Our PO was great at the domain and so we had her share some of her knowledge.
3) We then got down to coming up with our backlog. It wasn't pretty but we had set expectations accordingly. The rest of the team also helped the PO with the same.
4) As SM, I also helped the team with understanding the concept of spikes and story maps, which helped the team understand the backlog despite geographical distances.
5) In terms of automated tests, we had some exploratory spikes to understand different tools like protractor for writing business tests. It was important to spend time on these to really have impact.
6) Retrospectives were good because the team came up with improvements and got better over time. This team became one of the highest performing teams in the company.

Key to process improvement is that the organization should embrace the "test-and-learn" strategy. Some solutions for different problems may or may not work, especially in a net new area. The roadmap should account for time needed to learn because if we just patch the old solution i.e. could be app or process, we will never get to the new. The senior management should empower the teams for real process improvement to happen! Hope this helps!
Thank you, that's most insightful!
avatar
Shweta Pai Scrum master| ResMed Halifax, Nova Scotia, Canada
Sep 17, 2018 2:19 PM
Replying to Shweta Pai
...
Problem we solved - The team that was handed to me was split geographically (US and India). The team was new to agile and we had to figure out the way of working. We didn't have experience too with building automated test cases. Besides, my business owner too was new to APIs. She had a lot of domain knowledge but wasn't familiar at all with APIs.

How we did it -
1) With all these problems, we knew that the 1st few sprints would practically be training ones. We did agile training and spent time getting to know each other. With geographical constraints, we did video and there were trade offs too - Some days we would do late calls and other days the offshore folks would stay late.
2) Our PO was great at the domain and so we had her share some of her knowledge.
3) We then got down to coming up with our backlog. It wasn't pretty but we had set expectations accordingly. The rest of the team also helped the PO with the same.
4) As SM, I also helped the team with understanding the concept of spikes and story maps, which helped the team understand the backlog despite geographical distances.
5) In terms of automated tests, we had some exploratory spikes to understand different tools like protractor for writing business tests. It was important to spend time on these to really have impact.
6) Retrospectives were good because the team came up with improvements and got better over time. This team became one of the highest performing teams in the company.

Key to process improvement is that the organization should embrace the "test-and-learn" strategy. Some solutions for different problems may or may not work, especially in a net new area. The roadmap should account for time needed to learn because if we just patch the old solution i.e. could be app or process, we will never get to the new. The senior management should empower the teams for real process improvement to happen! Hope this helps!
Anytime! Please feel free to reach out in case you have questions! :)
avatar
Adolfo Jaramillo International Development Law Organisation Eysins, Switzerland
I would focus on stakeholders requirements management. Here, I would start bringing together all people with particular knowledge about the business process, not only senior managers or the business owners, but also main users, IT people, finance, operations, etc. The objective of these sessions would be to diagram or document the business process and then collect ideas for process improvement, automatization, bringing new potential technologies mapped to the process area.
It is very important to bring a representative of each stakeholders group, this in order to cover all experiences and perspective into the business process.
Re the skillset of the team, more than a skillset is an attitude to hear from others and respect their opinions. Believe me a lot of good inputs are lost, because lack of interventions/participation.
Re PM methodology, to me I see this as a business analysis topic where you need to manage stakeholders, collect their requirements, manage expectations, and the most important to me: manage to get decisions, so everybody is happy!
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2 replies by Bala Sripada and Keri Thomson
Sep 18, 2018 1:45 PM
Bala Sripada
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I liked your approach Adolfo
Sep 19, 2018 12:28 PM
Keri Thomson
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That makes a tremendous amount of sense in our environment. Thanks for sharing!
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Bala Sripada Hyderabad, Ap, India
Thanks Shwetha.
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Bala Sripada Hyderabad, Ap, India
Sep 18, 2018 8:47 AM
Replying to Adolfo Jaramillo
...
I would focus on stakeholders requirements management. Here, I would start bringing together all people with particular knowledge about the business process, not only senior managers or the business owners, but also main users, IT people, finance, operations, etc. The objective of these sessions would be to diagram or document the business process and then collect ideas for process improvement, automatization, bringing new potential technologies mapped to the process area.
It is very important to bring a representative of each stakeholders group, this in order to cover all experiences and perspective into the business process.
Re the skillset of the team, more than a skillset is an attitude to hear from others and respect their opinions. Believe me a lot of good inputs are lost, because lack of interventions/participation.
Re PM methodology, to me I see this as a business analysis topic where you need to manage stakeholders, collect their requirements, manage expectations, and the most important to me: manage to get decisions, so everybody is happy!
I liked your approach Adolfo
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Keri Thomson Hillcrest, Kwazulu-Natal, South Africa
Sep 18, 2018 8:47 AM
Replying to Adolfo Jaramillo
...
I would focus on stakeholders requirements management. Here, I would start bringing together all people with particular knowledge about the business process, not only senior managers or the business owners, but also main users, IT people, finance, operations, etc. The objective of these sessions would be to diagram or document the business process and then collect ideas for process improvement, automatization, bringing new potential technologies mapped to the process area.
It is very important to bring a representative of each stakeholders group, this in order to cover all experiences and perspective into the business process.
Re the skillset of the team, more than a skillset is an attitude to hear from others and respect their opinions. Believe me a lot of good inputs are lost, because lack of interventions/participation.
Re PM methodology, to me I see this as a business analysis topic where you need to manage stakeholders, collect their requirements, manage expectations, and the most important to me: manage to get decisions, so everybody is happy!
That makes a tremendous amount of sense in our environment. Thanks for sharing!
avatar
Sromon Das Senior Project Manager| Mara Consulting Halifax, Nova Scotia, Canada
There are some pretty standard approaches, one of them being DMAIC. Even though DMAIC is a standard approach it doesn't mean it cannot be customized for the project you're working on.
I think one key point to keep in mind wrt PI/CI is that it's a cycle and not a linear effort.
Also wrt DMAIC- the bulk of the effort is focused on DMA- define, measure, analyse- which is in line with the old adage "measure twice, cut once".
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Pang DX Singapore
Using value-stream mapping, we are able to evaluate activities which are non-valued that can be eliminated or reduced. After streamlining the process, we achieved much-improved order fulfillment rates.

Lateral and vertical coordination and communication of consistency and clarity nature with various stakeholder groups throughout the project life cycle will entail a better understanding of their interests and expectations. Managing and meeting stakeholders' expectations will build on the success of the process improvement initiative/project.
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Anton Oosthuizen Senior Business Analyst / Project Manager| Self Employed Pretoria, Gauteng, South Africa
Having done of few of them I could never pin point a cookie cutter formula but did identify some 'best' practices.

- If you want to go somewhere you need to know where you are. Getting a firm grasp on the AS IS environment is often considered as a fleeting task but it gives you the information needed to determine what, if anything, should change and how much. Sometimes we change because somebody said it must change.

- Process improvement is all about change management. Understand that there are stakeholders who probably invested a huge amount of effort into the process you now want to change, DO NOT dismiss them.

- Since process is very flexible it is best to adopt an adaptive PM approach. Complex processes should be broken down into smaller chunks, much like you would do with an epic, and an incremental implementation followed.

- the team must be willing to learn (yes we are not experts in all things), have big picture thinking and be willing to adapt to change. Oh and in any process project the design thinking concept of empathy is important. Walk in the shoes of your stakeholders do not only foster confidence and trust but helps you understand what they are saying.
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