Notwithstanding your methodology and product suite, your people are responsible for building and delivering solutions. That makes hiring and inspiring people your most important job.
In the context of BPM, people need to understand both the science and art of solution innovation. Process-driven applications are more than just workflow activities linked together by business rules. They include interfaces and forms that, if designed well, can provide highly intuitive user experiences generating rich data sets for reporting and analytics.
As a best practice, all BPM team members should participate in courses on process modeling, forms design and development, and user experience design. Topics include:
- Process Modeling – Create project, create workflow (using BPMN), add business rules (e.g, roles, responsibilities, policies, procedures, routing, escalations, scheduling, etc.), add triggers (agents, components, SQL activities), design sub-processes, publish process models, create templates, control versions, foster collaboration;
- Forms Design – Review design methodology covering application map, page structure, field details, bindings, testing, and publish functionality; learn to use controls (i.e., buttons, boxes, hyperlinks, tables, maps, charts, hints), hide and restrict fields, use advanced bindings (i.e., dates initiator, random number generation), leverage data sources, use events (i.e., calculations, form navigation, autofill), create multiple forms, create headers with partial pages, use tabs, verify bindings, read error logs, create calls; leverage CSS;
- User Experience – Create interface design (navigation, views, menus, users, groups and roles), create domains for reports, format pages (tabs, portlets, dashboards), integrate with portals (SharePoint);
- Integration – Integrate with databases, 3rd party systems, email, LDAP, EDMS, adaptors, themes, process variables, reports;
- System Architecture – Review requirements and options for 1-tier, 2-tier, 3-tier environments; review options for SaaS and Cloud deployments;
- Reporting – Design and build reports, graphs, dashboards; create ad-hoc reports, schedule reports, run analytics, leverage BI;
- Administration – Install products, manage users and user groups, upgrade applications;
- Methodology – Collect requirements, analyze and design workflows, review project timelines and budgets, fix specifications, follow RPM.
You cannot invest enough in talent. Whether educating current team members or finding new people, you need to invest in the best talent available to maximize your investment in methodology and tools. They are the ones who make your investment in BPM really pay off.