When doing process work, attention is rightly drawn to the detail: the 43 steps in the process, the tests for waste, the flow bottlenecks, the measures of variation and so on. How, therefore, does a process expert keep connected to the strategy? How does he or she avoid optimising a process only to find that there are unforeseen negative consequences for the larger organisation?

The traditional answer to this question is “by focusing on the customer”. But, in my experience this is insufficient. First, it is the strategy that decides which customers to focus on and what value propositions to provide. So a good understanding of the strategy is necessary even to know whether the process work is focused on the right customer or the right service proposition.

The “Big Picture Thinker” and the “Aspiring Developer”

Every Agile team has experienced the frustration of working with a Product Owner who is very well intentioned but unable to provide the clear requirements that the team needs to build the most valuable business solution.

This is the first of two articles that address the specific challenges that you may be facing (or will most likely face) in your work with Product Owners. In this article, the focus is on two of the most common types of challenging Product Owners: The “Big Picture Thinker” and the “Aspiring Developer.”

The “Big Picture Thinker” Product Owner is an epic thinker, able to give the Agile team a high level description of their requirements but unable to describe (or to decide on) specific system behavior. Their inability to provide the team with adequate detail could be due to several factors, including their limited depth of knowledge and their fear of being responsible for decisions.

At a recent engagement, I encountered several departments that asked me to help write their departmental policy on a particular subject. When I inquired as to the governance process for changing existing company policy, they looked at me blankly and said no, I didn’t understand – they needed a new policy, just for their department. After a little probing into the governance of their company policy (this enterprise had a single policy covering everything), and some further discussion, we ultimately settled on writing a new procedure and developing accompanying forms and workflows. I ended up helping this department rewrite their documents into the appropriate format, and working with them to better understand the hierarchy.

This got me to reflecting on how many times in my career I’ve heard confusion about policies, standards, procedures, and guidelines. Reasonable people will differ in their definitions, but here’s how I understand them to work best.

Is your improvement project failing? Depending upon which study you reference, roughly two thirds of projects fail to produce their promised outcomes. Such failures result in a tremendous waste of resources and even more unfortunately – lost opportunities to seize advantage over competitors. Looking deeper, we often find failure is almost preordained. Projects are pushed out of the chute armed with confusing directives and inadequate resources. Once a team is assigned to address an opportunity, invariably the first task is to translate leadership intentions into a realistic deliverable. Such translations can be overly challenging to make. In the name of expediency, project teams are routinely asked to run out on the ice before strapping on their ice cleats. Without stable footing, epitomized by a well-defined mission and clear field instructions, they lack the foundational necessities to hit the ground running.

When looking at BPM there appears to be two distinct worlds Pegasystems Inc. and one that is more standards-driven that includes vendors, such as, IBM, Appian, etc.  BPM using Pegasystems’ PRPC versus BPM proscribed by this latter set of vendors represent two very different philosophies on how to implement BPM systems. However, I would say that the one thing that all vendors appear to agree with is that an enterprise-grade BPMS is a truly disruptive technology, since its tactical mission is usually to:

• Extend the functionality of existing apps, 
• Enable disintermediation between applications, 
• Tightly-integrate processing gaps among disparate applications
• Provide opportunistic business application behavior that takes advantage of new technologies and techniques in order to deliver superior functionality