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Embedding BCE - Project review methodology

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Embedding BCE - Project review methodology

  1. 1. John Burke and Clive Alderson Embedding BCE The Project Methodology
  2. 2. Objective - 1 <ul><li>Identifying the key business processes and system implications involved and analysing the related coherence and efficiency of these </li></ul>
  3. 3. Objective - 2 <ul><li>Producing case studies which illustrate different models and degrees of business integration for different approaches to BCE </li></ul>
  4. 4. Objective - 3 <ul><li>Devising change plans in each of the five cases to enable BCE functions to be more effectively embedded by identifying areas for process improvement, actions, resources and change agents needed in each of the five cases which would result in better integrated strategic BCE operations </li></ul>
  5. 5. Objective - 4 <ul><li>Producing an infoKit which distils the learning from the above activities and highlights recommended business process improvement steps and methods for better integration of BCE operations within institutions </li></ul>
  6. 6. Objective - 5 <ul><li>Base-lining and developing the level and nature of engagement between central functions, (including libraries, administration and information management/IT) and BCE operations </li></ul>
  7. 7. Objective - 6 <ul><li>Producing a resource for managers of the central functions within an institution, with advice and guidance on BCE and how to support it. This will demonstrates the benefits for the institution and promote enhanced internal engagement and better integrated BCE </li></ul>
  8. 8. Partner Selection <ul><li>Invitation to submit Expressions of Interest </li></ul><ul><li>33 Submissions Received </li></ul><ul><li>Evaluated against criteria of the questions asked in the invitation to bid plus </li></ul><ul><li>All partners chosen scored highly and had individual strengths to make them unique </li></ul>
  9. 9. Initial Partner Start-Up Meeting <ul><li>November 2008 </li></ul><ul><li>Introduced partners to each other </li></ul><ul><li>Set the timetables – sort of... </li></ul><ul><li>Introduced the methodology </li></ul>
  10. 10. Internal Start-Up Meetings <ul><li>Meeting with Project Managers </li></ul><ul><li>Meeting with internal Senior Sponsors </li></ul><ul><li>Meeting with Key Stakeholders </li></ul><ul><li>Introduced the methodology </li></ul><ul><li>Identified Key Areas of Interest </li></ul>
  11. 11. Stakeholder Interviews <ul><li>One-to-one interviews </li></ul><ul><li>Impartial, open and frank discussion </li></ul><ul><li>How BCE is supported by core business functions and processes </li></ul><ul><li>Balance of agenda </li></ul><ul><li>Perceptions not necessarily reality </li></ul><ul><li>Case study production </li></ul>
  12. 12. Structure <ul><li>Policy and Strategy </li></ul><ul><li>Processes and Systems </li></ul><ul><li>Partnerships and Resources </li></ul><ul><li>Roles and Skills </li></ul><ul><li>Customer Perceptions </li></ul><ul><li>Key Performance Results </li></ul>
  13. 13. Self-Evaluation Exercise <ul><li>Half-Day discussion-based workshop </li></ul><ul><li>Workbook tool based on EFQM Beta Model </li></ul><ul><li>A managed conversation </li></ul><ul><li>Scoring - dealing with pockets of good/less good practice </li></ul><ul><li>Strengths, weaknesses, areas for improvement </li></ul>
  14. 14. Case Studies <ul><li>Followed the basic structure </li></ul><ul><li>Some variation in formatting of content </li></ul><ul><li>Perceptions / Reality </li></ul>
  15. 15. Development Plans <ul><li>Prioritisation of Areas for Improvement </li></ul><ul><li>Identifying resources and risks </li></ul><ul><li>Timescale was challenging </li></ul><ul><li>Meshing with existing development work </li></ul><ul><li>Work in progress </li></ul>
  16. 16. The Embedding BCE infoKit <ul><li>Details to come later in the day! </li></ul>