Occasionally, the default positioning may not have the results that you expected to see. As a trick, in some cases you may use Relaxed Layout to help position your process more to your desired layout and to help change line routing to be more as expected.

First I want to describe what Relaxed Layout is. Relaxed layout is the ability to move one object to a relative position around a 2nd object.

Take a look at this example (Click on Image to Enlarge)

Notice the process is written as

A > B > C

where > represents a line drawn from one Activity to Another

The rule for relaxed layout is you are allowed to move Activity2 around Activity1 if a line directly connects Activity1 to Activity2.

So in this example

• One can position Activity B ABOVE or BELOW Activity A because a line directly connects A to B
• One can position Activity C ABOVE or BELOW Activity B because a line directly connects B to C
• One CANNOT position Activity C ABOVE or BELOW Activity A because a line does NOT directly connect A to C

To observe this, click on B and drag it BELOW A. Notice a grey dropline bar appears. The grey dropline bar appears telling you that the drop is allowed. If a position is in use, then a drop may not be allowed. Seeing the dropline tells you that are allowed to position an object relative to another object the dropline appears around (in this example Activity A). 

 After you let go, the diagram in Relaxed Layout appears as this

Notice now how you have moved Activity B to have relative position to be BELOW Activity A. This is called Relaxed Layout because the positioning changes the behavior of the layout of the diagram from it’s default positioning. Seeing the dropline appear when you reposition objects on a diagram shows you that you are invoking relaxed layout on your diagram.

In this simple example, the Relaxed Layout demonstrated how you can position objects relative to each other. If you had wanted to make C have some relative position with A, you could have draw a line from A to C, position C appropriately and then delete the line from A to C.

Here is another example of a more complicated process now where it may not seem obvious how Relaxed Layout may be able to change line routing in your favor.

Before you perform Relaxed Layout, as a BEST PRACTICE, always take a MANUAL snapshot BEFORE you do relaxed layout in complicated processes. In case the layout is not working as you want it to, it will be easier to revert back to an original snapshot. You can also press UNDO within the same session, but a manual snapshot is safer to have before beginning the edits.

Here is a part of a process that is using ALL default layouts from Blueprint

Notice on this process that the “End” event comes out from A1 Activity. In this example, I want to delete the End Event. When I do, this change occurs

As you can see from the image above, by deleting the End event, the line from A1 is now crossing over the other line that goes to A2. This would not be the desired result here.

Each process will require your own “trial and error” tests, which is why having the “original snapshot” is good so you can revert changes if you want to.

Looking at this process, I can see that IF I made A2 have relative position under A1, that the line from A1 may be drawn more directly to A2. By making A2 have relative position BELOW A1, it will make the default line go under A1 to A2.

To do this I will do these steps

1)  Make a manual snapshot of my process (“v1 – original layout”)

2) Now I drag A2 so it is in the same swimlane / milestone cell as A1 is, just so I can do the positioning.

3) Position A2 so it is explicitly positioned under A1. You will see the grey dropline appear showing this re-positioning is possible

4)  After you let go, the diagram will look like this

5)  What this now does is it has added a relative position for A2 to be BELOW A1. When you move A2 out now it keeps some of that relativity in between swimlanes and milestones. This is what will allow the line to get a more direct path to A2.

Move A2 back to its original position

 6)  Now delete the End event again from A1. Notice now the line doesn’t overlap with the line for A2 because a relative positioning was added.

Using relaxed layout can be a powerful trick to get your processes to look more like you want them to.

In closing here is a summary of what to keep in mind when using this trick

• Always make a manual snapshot of the process BEFORE you do relaxed layout. For very complicated processes, relaxed layout may be tricky to get as you want after your 1st attempt, so having a manual snapshot to revert your changes is a good practice
• Getting your results will require a “trial and error” approach, so you may have to try a few tests to see if the layout is what you wanted. Using UNDO during ONLY the same editing session is a good way to quickly back out the changes you made (DO NOT refresh your page, or your undo stack will be lost and you won’t be able to undo your steps anymore)
• Always try to create as much of your process using Blueprint’s default layout 1st before using relaxed layout. Using relaxed layout will be best used when you are just tweaking the final layouts of your diagram vs using from the BEGINNING of creating your process or when you have  a lot of your process left to create.
• Be patient. When you initially shuffle things around especially with very complicated processes, your process may start to look “messed up”. You may need to move things around a bit to eventually get the layout that you desire.

Hope this may help you in some of your layout issues. With some patience, you can usually get a layout that you want in most cases.

So go ahead and upload your picture today and let us know what you think!

As always, this release also features improvements based upon what we’ve heard from you such as

• Ability to restrict inviting users as an admin security feature
• Improving the export to Microsoft Word to use headers better to support the creation of a table of contents in the Blueprint Microsoft Word Export

Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

No Diagram Created

If no diagram is created for your process, the ordering on the diagram view is more predicatable. You can see this from the example of the image below

On the Discovery Map for a process with no diagram one can see this (Click on the image to enlarge)

On the Documentation View it looks like this (Click on the image to enlarge)

Notice how the order seems pretty reasonable going down each Milestone.

Diagram Created

The complexity occurs when you create a diagram in your process.  Once a diagram is created, the order on the Discovery Map and Process Diagram are no longer linked together. The reason for this is because the Discovery Map does not display some objects like in the Process Diagram like (events, decisions) which may make the ordering not logical if they were still linked together.

Once a diagram is created, the ordering for the Documentation View is controlled by the Process Diagram and not the Discovery Map. You have to go to the Process Diagram to change the order on the Documentation View once a diagram is created for the process.

The numbering on the Documentation View will follow a single path through a Milestone to the next milestone 1st. If there are decisions that cause branches  in a milestone, the 2nd branch will be numbered next out of the milestone first before numbering will start on the 2nd Milestone. All the paths / branches will be followed out within one Milestone before the numbering begins for a 2nd milestone.

Look at the example below

On the Process Diagram for a process one can see this (Click on the image to enlarge)

The corresponding Documentation View will look like this (Click on the image to enlarge)

Notice in Milestone 1, that the order is like this

A1 > A2 > Decision >A3 > A4

then there is a branch in the Decision that is

Decision > A7 > A8

In Milestone 2 the order is this

A5 > A6

When you look at the Documentation View,  the ordering is like this

A1

A2

Decision

A3

A4

A7

A8

A5

A6

The ordering for the milestone occurs like this because in Milestone 1, the 1st thing that happens is a simple path is made from the one end of the milestone to the end of the Milestone

This is why A1 > A2 > Decision A3 > A4 is in a logical order.

After A4, one may think A5 in Milestone 2 would come next. This doesn’t happen because the Decision in Milestone 1. Before the numbering will start in Milestone 2, all flows out from Milestone 1 must be traversed. The ones not traversed yet in Milestone 1 is A7 and A8. This is why these come next in the numbering vs A5 and A6 in Milestone 2

The trick to keep in mind is to be aware that numbering is going to have to finish everyting in a Milestone 1st before it will start numbering things in the 2nd Milestone.

So if your process is being logical across Milestone and a Decision exists, you need to be aware that the order may not be as you expect.

Some recommendations to make, is if a process diagram is not necessary for your discovery, try not to create one. This will make the order more predictable on the Documentation View.

If you need to have a diagram, then you have to be aware that numbering is grouped by Milestones with all the paths traversed 1st BEFORE it will start numbering in the next Milestone.

One can also see an example with in Blueprint using the Template library. To find this example

1. Click on Template Library grouping on the left side
2. In the drop down select Process Patterns
3. Click on Parallel Flow with a Simple Split

This shows an example of a join.

Look at the following video to show how one can create a join when diagramming in Blueprint.

Let’s take a look at the enhancements in detail:

• Follow Me: Unfortunately, our responsibilities usually don’t fall neatly within the bounds of a single process. If you’re the owner of a critical IT system, how do you know what are all the processes that depend on you? How do you know when they change? Similarly, if you’re in a role that often has cross functional responsibilities, how do you know when there’s a process change that requires your attention?

  The solution: follow the items that you’re responsible for or interested in inside Blueprint.

  Let’s take a look at how it works:
  

  

  You can follow nearly anything in Blueprint — an entire project, process, activity, or individual piece of data such as a role, input, output, system, or problem — simply by clicking the star next to your desired item. Once you’ve followed something, you’ll receive updates in your news feed every time the item is used in a new process, removed from a process, or updated.

  We’ve also taken this opportunity to make the What’s New feed on the home page both more focused and more detailed. You can now choose to narrow down your list of updates to only your followed items, which can help keep your attention centered on what’s most valuable to you. Additionally, we’ve added Recent Changes links to the entries in the feed; these allow you to drill in and see the nitty gritty details behind each transaction.

  The redesigned home page and ability to follow items in Blueprint has already greatly raised the level of visibility of process changes for us internally on the team here at IBM. Please try it out and let us know what you think!

• Redesigned Project Page: The project details page has also gotten some great changes for this release. Based upon your feedback, we’ve streamlined the page, removing parts that weren’t valuable and surfacing other information that was. As a result, you’ll notice that we’ve traded the old project maturity status bar for a new changes section. The changes section instantly shows you what’s happening across your entire project and even gives you the ability to drill down and see the complete details of each modification. Whether you’re running a process improvement effort or just want to see what your coworkers are doing, the new project page is a simple and quick way to get a handle on what’s happening on your team.

As always, this release also features many smaller improvements based upon what we’ve heard from you — including reliability and formatting improvements to the process documentation editor and a cleaner theme for generated PowerPoint presentations. Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

Some of the topics we will cover include:
· What to do before you import the Visio file
· What to do during the file transfer
· What to do after importing the file to ensure quick and successful importing of processes

Blueprint is the most simple and intuitive way for your team to map and collaborate on business processes. Click here to register for the webinar.

So far it has been great, in fact, we just wrapped up our Guest Executive Forum where we had Lincoln Trust Company speak on our behalf about their successful implementation of Lombardi BPM.  Speakers included Bonnie Lewis, VP of Business Operations and Bill Garner, Senior IT Director of Solutions and Innovation.

Lincoln Trust Company (LTC) took advantage of our BPM capabilities to go beyond their main challenges of standardizing their document management and workflow processes,  to bridging the gap between their IT and Business side of the house.  Session attendees learned not only about the great results achieved by LTC (120% ROI in year 1 and 90% reduction in customer complaints),  but also about the lessons learned by LTC throughout their BPM journey (don’t over analyze, build the right team capabilities), along with tips on how to get started on the BPM journey.

As you have heard from us time and again – the success of our customers is what drives us to innovate and deliver products that can help solve crucial business problems.  Special thanks to Bonnie and Bill for a wonderful presentation as well as to the session attendees for the insightful questions!

Welcome Keynote

We kicked off the week with Lombardi Day, a special Lombardi Driven event specifically for Lombardi customers and partners. Lombardi and IBM leaders  were on-site to provide an executive update on the state of Lombardi as well as a status on the acquisition and how Lombardi will fit within the IBM WebSphere portfolio.

IBM, Lombardi Executives at Lombardi Day

As the week progressed, Lombardi was recognized as the leader in BPM technology with exposure in multiple main stage keynotes, conference sessions, meet the expert demos and open labs often resulting in larger than expected turnouts.  Perhaps the best highlight was when Beth Smith, WebSphere VP of Development, gave a live demo of Blueprint during the Day 2 Keynote.

Visit Impact’s YouTube site to see the excellent keynote sessions!

Keynote Session: Nancy Pearson, Vice President, BPM, SOA, & WebSphere Marketing, SWG

As always, what makes Lombardi unique is our extremely talented and successful customers.  Special thanks to:

• Paul Nussbaum, Ford Motor Company
• Richard Ward, Blue Cross Blue Shield of Michigan
• Erik Keller, SIRVA
• Farrukh Humayun, PNC Bank
• Paul Tazbaz, Wells Fargo

If you were unable to attend, don’t worry…Impact Comes To You!  The first IMPACT comes to you event will be held in London.

Lombardi would also like to take this opportunity to thank all of our customers who attended Impact 2010 – it was great seeing you!  And last, but not least – Thanks to the Impact Planning Team for a wonderful event – we’re looking forward to next year!

The May 2010 update is now live on blueprint.lombardi.com! We have some exciting changes in this release that I can’t wait to tell you about.

First things first — we’ve changed our name! We’re now called IBM BPM Blueprint and our sister product, Teamworks, is now WebSphere Lombardi Edition. You can read all about it in the announcement here. We’re now officially part of the IBM product portfolio, and you’ll see us leveraging more and more of IBM’s capabilities to make you more productive over the next few weeks and months.

We also have two great enhancements for you. The first is our new Template Library, which has a wealth of processes that represent industry and functional best practices to help you get your documentation efforts jump started. Second, we’ve introduced the Blueprint API, which allows you to integrate Blueprint more closely with your existing systems.

Let’s take a look at the enhancements in detail:

• Template Library: There’s no need to reinvent the wheel. No matter what kind of document you’re creating, it’s always quicker to start from a template than a blank slate. If I need to send a fax or create a newsletter, Microsoft Word comes with many options that just require me to fill in a few blanks and hit save. Why should documenting processes be any different?

  That’s why today we’re introducing the Blueprint Template Library. It’s stocked with a wealth of process models that represent best practices across different industries and functions that you can leverage to get a head start on your documentation efforts. You’ll find templates for the HR and finance functions as well as common process patterns that span industries. We’ve also made some of the great content from the BPM BlueWorks community available as well, including the APQC Process Classification Framework. We’ll be adding more and more content in the future, so be sure to drop us a line and let us know what other types of process templates would be useful for you.

  And one more thing: we think you’ll find the Template Library interface a joy to use to browse, search for, and preview your processes. Check out the tutorial video from Craig Moser, our head of design, for a quick peek.

• Blueprint API: We’ve also made it easier for you to integrate Blueprint with your existing systems. For the technical audience, we’ve created a REST API that allows you to access your processes, attachments, and account activity feeds. Check out the API documentation in the help section for all the details.

  The Blueprint API opens up a ton of possibilities — it’s now possible to embed content from your account on other websites, or even make it available on your mobile device. Give it a try today and let us know what you think.

As always, this release also features many smaller improvements based upon what we’ve heard from you — including additional security controls for invitations and better time zone support in printed output. Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

It all started Monday evening at the Austin Music Hall with an interesting presentation by Phil Gilbert at the Opening Reception.  This was followed by the 2010 Lombardi Science Fair, an event that has been at Lombardi for 5 years now and is something we hope IBM will continue well into the future.

Phil's presentation during Science Fair

Science Fair Passport and Program

Science Fair is a place where innovation is really unleashed throughout the company.  This year, 20 creative and talented teams competed for a $1,000 cash prize and the honor of winning the most votes from their colleagues.  The rules are simple - teams of up to 3 people can join forces to build something bigger and better, and projects can be anything that isn’t in our product road-maps for the next 12 months.

Gathering and admiring projects

Matt Howitt placing his vote via iPhone

We all had the chance to vote electronically for whom we thought presented the best new idea.  Voting took place at laptop stations or on smartphones – the electronic voting system was designed using Teamworks of course!  There were definitely a lot of really cool projects to choose from.  Congratulations to this year’s winner – Team BAM (Bryan Campbell, Allison Lura and Morten Moeller).  Hopefully we’ll see their project in a future release of Teamworks, but for now they hold the coveted Golden Beanie.

Science Fair Winners!

The night ended with a fantastic live performance by The Band of Heathens.

The Band of Heathens

The rest of the week, events were  held at the Hyatt Regency in downtown Austin. There were many different sessions including keynotes by:

• Rod Favaron – CEO of Lombardi
• Craig Hayman – GM Application & Integration Middleware at IBM Software Group
• Phil Gilbert – President and CTO of Lombardi

We also had breakout sessions for the whole company, as well as for each division, in which Lombardi and IBM came together as a team to discuss joint strategies moving forward.  In addition, the Networking Cocktail Reception and the Awards Dinner was a great way to unwind, spend time with friends and make some new ones!

Fahad Osmani receiving his award from Rod and Phil

Enjoying the Awards Dinner

Overall, it was an awesome week – one that I’m sure we will all remember.  Thank you to everyone who put Kickoff and Science Fair together, as well as to everyone who attended for making this year’s event truly remarkable.

Todd Plunk receiving his award from Rod

The Golden Beanie.

• First, Paul Swinson, CREWS Programme Manager, Homeloan Management Ltd. (HML) will present a solution provider session detailing how the Company used BPM to improve the control and efficiency across its customer’s Credit Management Processes.  Attendees will discover how organisations can get the most BPM value from the 2009 ‘Global Excellence in BPM & Workflow’ award winner.

 Time: Monday, March 1, 14:30 – 15:00 in Westbourne 3

•  Next, Tukka Heinonen, Head of Business Process Management, Business Services Finland(part of TeliaSonera) will share his BPM experiences in an end-user case study – “Implementing BPM to Streamline Sales Process in TeliaSonera Finland.”

 Time: Monday, March 1, 15:25 – 16:05 in Westbourne 1

• Also,  Neil Francis, Head of Business Operations Support Services, Euler Hermes UK, will present an end-user case study entitled: “Beware – BPM Tools Are Very Seductive!” 

Time: Tuesday, March 2, 11:50 – 12:30 in Westbourne 1

Additionally, Jim Rudden, our global VP of marketing, will be participating in a Premier Sponsor panel discussion on the main stage. That panel, entitled “Speed Predicting,” is being moderated by Daryl Plummer, Managing VP and Gartner Fellow & Jim Sinur, Research VP, Gartner. The panel format is guaranteed to be unlike any you’ve seen in the past, so you won’t want to miss it.

Time: Monday March 1, 11:30 – 12:00 in Wesbourne 3. 

While you are at the conference, come by to meet the Lombardi team as well as our new IBM brethren in the Solution Showcase located in the Nine Kings Suite on the ground floor of the hotel.  As an added treat, we will be serving a sampling of Champagne, Chocolate and Strawberries on Monday night.

We hope to see you there!

WebSphere Business Modeler has some of the most advanced simulation capabilities on the market, so it’s a great option for taking the analysis of your process to the next level. Blueprint’s speed and simplicity combined with WBM’s deep capabilities make a great match.

You’ll find the new option for WebSphere Business Modeler on the Export Data screen. Try it out and let us know what you think!

Expectations for 2010 After a Fairly Turbulent 2009

We saw companies strategically select BPM as a means to improve their operating efficiency and also to position themselves competitively for eventual market condition improvements. In 2010, we are expecting that there will be an increased oversight and due diligence on how money actually gets spent.

Training and Education Services

We have expanded our offerings for both on-site and virtual classroom-style skills enhancement. Lombardi University covers all of the roles needed in a BPM program and at all of the skill levels for different responsibilities that exist.

Blueprint

Our customers are using the tool to improve their understanding of their processes and to drive process changes.  Blueprint has the ability to:

• Identify differences between operating branches or geographical units
• Standardize best practices and operating procedures
• Manage candidate projects across the portfolio of BPM initiatives

Cloud Enabled BPM Tools

Blueprint is still the only tool that focuses on getting process participants talking about process improvement, visibility, and management. There are quite a number of features in both the short-term and long term-roadmaps that probably haven’t crossed the minds of our competitors yet – and we have a unique platform upon which to build those features.

Free Modeling Tools

Customers are smart in knowing that a free software product is going to cost them somewhere down the line.  With Lombardi tools, you’ll see a different approach and hopefully one that you realize gets your results more quickly.

Social Media

Users will be able to interact with one another in different ways that used to be limited to physical meetings or phone calls.  These new ways of interaction will allow processes to better incorporate customer requirements and at a faster pace.

Mobile Devices

With all the information being generated today, especially within process environments, we need better ways to deal with and to interact with that information. Mobile devices keep us connected more often, and we will see some ways to make better use of those connections.

Click here to read the entire interview!

1. Expert instructors, who are actively working in their field.
2. A curriculum with a strong practical focus.
3. Perspectives drawn from a broad range of real world experience.

These same 3 key factors were core design principles for our Level 2 BPM Developer course – which takes good BPM Developers and helps them transform into master BPM Developers.

Most of our customers have learned how to build successful process applications, but they are still unclear on how to best leverage Teamworks to address their more complex application requirements.  They want to know how to design, architect and implement very robust process applications … how to master the use of Teamworks. 

That’s why Lombardi field mentors lead the instruction of our Level 2 class.  Lombardi mentors are highly experienced implementation consultants that work shoulder-to-shoulder with customers – but as mentors their focus is on teaching the customer how to build the solution, rather than building it for them.  Their mission is to build self-sufficiency in our customer teams and transfer knowledge about BPM best practices and implementation techniques.

Our mentors and consultants helped design a Level 2 BPM Developer curriculum with a strong practical focus.  Through 6 half day instructional modules, we teach the most common complex requirement patterns encountered in the field and the best practices for addressing those patterns.  The course topics and hands-on exercises are based on experience gained by Lombardi field delivery teams across hundreds of customer projects.

This unique blend of BPM best practice and deep hands-on implementation skills enables us to create a new educational experience where participants sharpen their advanced technical skills while internalizing proven BPM engineering discipline.

We don’t expect everyone in your organization to become a master BPM developer, but our experience has shown that having several key individuals with this level of expertise is critical.  They provide essential development and architecture leadership for your company.  Having individuals with this level of advanced skill leads to higher levels of self-sufficiency, productivity and overall business impact for your BPM team.

A recent study by Staffing.com revealed that 70% of applicants and 28% of hiring managers are dissatisfied with how their hiring processes work; and that is just one of the many critical processes in your company. Effective documentation of your HR processes can lead to impressive savings and a large reduction in your company’s overhead.

Optimizing your HR processes is critical for saving time, avoiding errors and reducing company overhead. The absolute best way to save time and money is through process documentation. If you are interested in finding out how to quickly document and streamline your key processes, there is a simple next step. Just click the link below to download the full white paper.

Get the White Paper: A Simple Approach to Documenting Your HR Process

Ready to start documenting your processes now? To effectively document your processes, you will need the right tool. Click here for a free trial of Lombardi Blueprint, the easiest process documentation tool on the market.

• NACCO Materials Handling Group – 2009 CIO 100 Award for automating several processes and introducing the capability to track core processes in real time, eliminating the risk of defective designs entering production.
• WE Energies – Honorable Mention – Gartner “Out of the Box BPM Delivery” Award for improving efficiencies and customer service of their Low Income Pilot Project which helps low income customers change their long term approach to managing their energy consumption and their energy bill.
• Homeloan Management Ltd. UK – 2009 Silver BPM Excellence Award for Europe for their Credit Management Project which has significantly improved the efficiency of the process and also added a much greater level of control.
• Lincoln Trust Company – 2009 Gold BPM Excellence Award for N. America for delivering the most tangible results and benefits to its users which have generated firm metrics including reduced staffing costs, reduction in cycle-times for internal and external stakeholders, and substantial increase in employee productivity.

Congratulations to these and all of our customers for their continued success with BPM – As Lombardi joins the IBM family, we certainly look forward to another remarkable year of customer successes in 2010!

Rachel recently sat down with Jim Rudden, VP of Marketing with Lombardi to record a webinar on how Blueprint has helped her company restructure, document and standardize their processes. To listen to the full webinar, click here.

In the webinar, Rachel explains that one of the biggest challenges they faced was that everyone had their own way of doing things. Documents were in piles all over people’s desks and everyone was doing their processes differently. There was no standardization within their processes, which was costing them time and money. PRC needed to be able to take a narrative of their situation and see it in a visual manner.

Blueprint, Lombardi’s business process mapping tool, was able to help PRC turn text based documentation into graphical diagrams to identify process opportunities. Once PRC was able to visualize their processes and see the loopholes, the light bulbs went on!

The results of mapping out their processes in Blueprint was the ability to clearly centralize and standardize business processes across separate groups, saving them both time and money.

If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

Lombardi’s had a long-standing technical partnership with IBM – we were one of the first vendors in the BPM space to deliver a product running on WebSphere. We understand IBM’s strengths and we know how they complement ours as well. We also know that there is a great fit for both Teamworks and Blueprint into the overall IBM BPM portfolio.

We also have many joint customers and partners – so we understand the types of expanded product and service offerings that are needed to drive enterprise level success with BPM.

And, most importantly, we both share a strong passion and commitment to customer success – so our goals are very much in line.

Over the coming weeks we will be sharing more information about this acquisition and what it means for the future. But one thing is clear, the future is truly brighter than ever for Lombardi. In the meantime, I would like to thank our customers, employees, partners, and investors for your support and I look forward to the next decade of BPM.

Let’s take a look at the enhancements in detail:

• Refined Process Analysis: We’ve gotten some excellent feedback since we introduced Blueprint’s new analysis mode in October. If you haven’t tried it for yourself yet, in analysis mode Blueprint heat maps your diagram with the information you’ve collected about your process. Areas of waste, high cost or cycle time, and opportunities for improvement instantly stand out. It allows you to have insight and visibility into your process that would have been difficult and time consuming to get previously.

  Today we’ve added several improvements based upon your feedback. First, we’ve made both the diagram and the analysis list show much more information presentably. The diagram now shows more detail on the dimension of your process that you’re viewing through a combination of badges on the activities as well as interactive tooltips. Likewise, the analysis list also shows each of the activities in context with the value that’s being heat mapped to them. Want to see the systems your activities leverage while viewing your process as a BPMN diagram? That’s now a very easy task.

  One more thing: everything you see in the analysis view is now printable.

• Flexible Printing: Some of the most frequent questions I hear from customers revolve around how to most effectively present their processes to their audiences. While the best answer is to invite them to collaborate online and offer their feedback as participants, that’s not always possible. Sometimes a 19th century hard copy is the best answer. To that end, we’ve greatly enhanced the flexibility you have when creating PDFs of your information in Blueprint. You can now choose to fit your process to any number of pages — from “as many as it takes” at 100%, to just one, to anything in between. Don’t have legal paper in your printer and would rather use two pieces of letter size instead? Not a problem.

• User Administration Streamlined: One of Blueprint’s greatest strengths is that it’s easy to scale up or scale down the number of people in your account as often as you like. Have a big project coming up? It’s easy to give access to your new team members for just the period of time they need. You don’t have to worry about making a big investment in a piece of software that someone will use for a month and then never look at again.

  Along those lines, we’ve made user administration in Blueprint simpler than ever. You can export a report of all your users and the last time they logged in, which makes keeping track of activity easier than ever. You can change an invited user’s role with the click of button.  Performance — especially when you have hundreds of users — has also been substantially improved.

As always, this release also features many smaller improvements based upon what we’ve heard from you — including an improved editing experience in the documentation view and improved performance across the board. Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

At the Gartner BPM Summit in Orlando Florida, seven different Lombardi customers presented sessions during the conference. While some sessions were Gartner-sponsored and some were Lombardi-sponsored, it’s always exciting when our customers are able to share their BPM successes.

At the Forrester Business Technology Forum in Chicago Illinois, Erik Keller, CIO of SIRVA, presented a presentation entitled “A CIO’s Perspective On Where BPM Fits.” A very fitting presentation as BPM continues to be a top priority among today’s CIOs.

Finally, I’d like to highlight Gartner ITxpo in Cannes France. On day three, Phil Gilbert, Lombardi’s President, spoke to attendees on the benefit of putting business first in process improvement; including a live technology demonstration on how Lombardi is using next-generation innovation to make that possible. Stay tuned for more details early next year.

So as things start to slow down for the holidays, look for Lombardi next year in a city near you.  And as always, you can stay up to date with Lombardi events online.

Aviva currently has 23 live BPM projects. One, the “Joiners, movers and leavers” system, tracks staff across their time with Aviva, from both an HR, and an information and systems access point of view. It was built in less than 12 weeks using Lombardi’s BPM tools.

In the podcast, Mr. Redshaw claimed that BPM is the single-most important technology he has seen for helping to improve the business in his 28+ years. We couldn’t agree more!

To listen to the entire interview (7:05), go here

The first customer is Homeloan Management Limited (HML), a UK-based mortgage lender. They were selected for the strong case study results achieved while using BPM to streamline their Credit Management Processes. The second customer, Lincoln Trust Company (LTI), is based in Denver, CO. They achieved finalist status for implementing an enterprise wide BPM program that manages all strategic processes within the organization. LTI is especially proud of the measurable results of their program in the areas of driving processes to the web, reducing costs and risks, improving customer satisfaction, and completely turning around a damaged relationship between their IT and business organizations.

The prestigious Global Awards for Excellence in BPM, sponsored by WfMC, BPMFocus and BPM.com, are now in their 16^th year and recognize user organizations that have demonstrably excelled in implementing innovative business process solutions to meet strategic business objectives.

We are proud to congratulate both HML and LTI for their achievements and for being named 2009 BPM Excellence Award finalists!

In February of 2009 SEARHC launched the ALERT Emergency Department Information System, becoming one of the first and largest tribal health organizations in the country to begin implementing this comprehensive electronic medical record (EMR) system.  The ALERT EMR is interconnected to ancillary systems (Novarad for diagnostic imaging, Mediware for pharmacy, Orchard for laboratory, etc) using the Health Level  Seven (HL7) messaging protocol.  HL7 facilitates a standard language between systems, but SEARHC recognized the need for process mapping and documentation in the messaging methodology since every vendor accepted and passed along data such as x-ray orders, lab reports and billing information in slightly different ways.

SEARHC’s use of Blueprint wasn’t just about process mapping and documentation, but really about communicating and collaborating with their external vendors.  SEARHC subscribes to Blueprint as Authors, where they can define and document processes. They then supply their vendors with Participant seats for viewing and providing feedback.  In this way, processes mapped out by SEARHC can be easily viewed and commented on by vendors.  Blueprint process diagrams are treated as working documents, providing SEARHC the ability to discuss HL7 workflow proposals and to negotiate changes on the fly.  Blueprint serves as a great collaborative tool as it allows for effective communication between SEARHC and its vendors.

SEARHC’s internal processes have also become more efficient after the concept of swimlanes was so easily demonstrated with Blueprint – now the right task is done by the right person at the right time!  According to Peter,  SEARHC staff have found the product to be very useful and are impressed with the updates – I’m sure they are excited about the latest Blueprint release!

Let’s take a look the enhancements in detail:

• Enhanced Process Analysis: We’ve introduced a new analysis mode in today’s release that allows you to instantly highlight the areas of your process that need attention and improvement. When you switch to analysis mode, Blueprint heat maps both the discovery map and process diagram with the data you’ve entered in the details for each activity. This allows you to instantly see which parts of your process have problems, excessive cost or cycle time, or that are risk points. It substantially increases the visibility you have into all of your processes, and is an excellent tool to help you make a business case for improvements.

  You can find the Analyze button in the toolbar whenever you’re viewing a process. Give it a try and let us know what you think!

• New Properties: One of Blueprint’s great strengths is that it’s always offered a template for documenting the important information about your processes — who’s involved, what’s required and created at this step, and the like. We’ve heard from you that there are a few other key pieces of information that you need to catalog at each activity, and today we’ve added the most valuable and frequently requested ones:
  • Systems
  • Cycle Time:
  • Cost
  • Value Added / Non Value Added
  • Risk
  • Supplier and Customer (SIPOC)

  All of these new properties can be heat mapped onto the diagram using the new analysis mode, which can be extremely powerful. Need to highlight areas of your process with unaddressed risk points? How about the areas that will be affected when you decommission one of your legacy applications? What about the non-value added parts that are wasting money? Analysis mode can make answering all of these questions a snap.

• Email Notifications: The Blueprint activity feeds are an extremely valuable tool for tracking and discovering changes that happen to your processes and the processes that you depend on. Since we introduced them a few months ago, we’ve heard from many customers that they’ve helped increase involvement and visibility across the organization, which has in turn led to many improvements that would have been lost previously. Today we’re introducing the ability for Blueprint to proactively push these changes to your organization via email. You can subscribe to a weekly digest of your activity feed, a daily digest of all the changes to your favorite processes and projects, and instant notifications of replies to the comments and feedback you’ve left.

  You can choose which emails you’re subscribed to on your user settings page, which you can bring up by clicking your name at the top of the page in Blueprint. Give them a try and let us know what you think!

In addition, this release also features many smaller improvements based upon what we’ve heard from you — everything from a better way to link to related processes to enhanced performance when working with large numbers of processes. Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

In fact, last week we found ourselves presenting in Washington D.C. for the Brainstorm BPM, and Sao Paulo, Brazil, for the 2^nd International Congress of Business Processes, respectively.

This week it was the IRM BPM summit in London. Aviva, one of our large insurance customers, spoke about how they are using BPM to get measurable results across their organization.

Next week we are back at it at the Gartner BPM Summit in Orlando Florida, with seven Lombardi customers speaking about their BPM projects. If you are attending this one, you are in for a real treat – we have executives from Lincoln Trust Company, Wells Fargo, Medical University of South Carolina, Foreign Currency Exchange Corp. and others sharing their experiences and best practices for “How to succeed with BPM.”

But the world tour doesn’t stop there. We’ll also be at Forrester’s Business Technology Forum in Chicago next week where another customer, SIRVA, will be sharing their perspective on how BPM helps them drive world-class customer experience in the corporate relocation business.

Finally, we will be rounding out the conference season with Phil Gilbert speaking at a Banking event in Riyadh, Saudi Arabia, as well as participating at both of Gartner’s Symposium/ITXpo events in Orlando, Florida and Cannes, France.

And that’s how you go around the world in 30 days with BPM. Pretty busy schedule, but certainly worth it because we feel that every company can benefit from process improvement if they take the right approach. We hope to see you at one of the events.

At Lombardi, we say this all the time. Obtaining useful data about the quality of decisions being made – as well as the patterns that drive those decisions – is the first step in realizing the promise of BPM.

However, in order for data to be turned into “wisdom,” I think it is important for companies to realize that it has to be viewed through three primary filtering principles. They are:

1. Visibility – Show me information in a human-consumable format. It needs to provide details that can be understood by mere mortals.
2. Analysis – Allow me to ‘twist and turn’ and ‘slice and dice’ the information views so that I can extrapolate information from the data and deduce higher-level knowledge as necessary. 
3. Control – Once I’ve seen, analyzed, and judged what the data is telling me, allow me to take some immediate action on the source of data (the process) in a way that lets me materially affect the outcome. 

In my mind, the three points made above are the key stepping stones that separate workflow automation from BPM. In fact, I think of automation as merely the “step zero” that must to occur in the sequence above before I can get any real insight into my processes.

Now, in contrast to my insurance customer example, there are also other many other business processes where the primary purpose of automation is to drive repeatability, and to deal with exceptions in such a way that it ultimately turns those exceptions back to repeatability. In essence, I’m talking about the industrialization of human decision making.
 
These processes do exist (for example, customers doing processes such as vehicle registration renewal, product returns, shipment re-routing, and even HR on-boarding) and in isolation, the biggest benefit that our customers derive from a BPM tool in this instance is the automation of their workflows. But in this case, the process reports that they receive either measure efficiency of the industrialization (rework, time spent, etc.) or only hold business value when taken in context with a higher-level parent process.

Perhaps the distinction between what could be referred to as “BPM-ripe” processes and “BPM-ambivalent-but-automation-ripe” processes is an important factor in determining an organization’s BPM Maturity Level.  

One of the mantras of the BPMC team here at Lombardi is to help customers understand that the difference between these two distinctions. This is really important, because it can mean the difference between companies doing the right thing for their unique BPM project starting on “day one” versus having them realize what the right thing is – much, much later in the project (such as during the third playback).

Let’s take a look the enhancements in detail:

• BPMN 2.0 Exports: We’re committed to ensuring that you can use your processes in whatever way you’d like with whichever system that works best for you. To that end, we’re delivering the first shipping implementation of the BPMN 2.0 export format. We expect BPMN 2.0 to quickly become the de facto standard for exchanging process diagrams among modeling tools. The BPMN 2.0 specification just reached beta status, and as Bruce Silver pointed out there are areas where it still could be improved. We hope that our implementation can help further the discussion and serve as a reference for others in the industry. We think that well designed and supported standards are hugely beneficial for our customers and we’re committed to making BPMN 2.0 just that.

  And don’t forget: Blueprint also supports XPDL 2.1 to give you the maximum flexibility with your models today.

• Full Text Search: Blueprint’s search feature now indexes all of the content in your account — project and process documentation, inputs, outputs, and all of the other assets you’ve entered. Have a question about the onboarding process in your company? You’re just a search away from the answer. Need to see everywhere your legacy CRM system is leveraged in your organization? Not a problem. We’ve been using the enhanced search at Lombardi for the last few weeks and it has hugely increased the visibility of our internal processes already. You’ll wonder how you ever lived without it.

• What’s New Feed Improvements: Blueprint’s What’s New activity feeds give you instant notifications and visibility into the information you care about to do your work more effectively. The feeds are very powerful — just like social networking sites like LinkedIn and Facebook do for you for updates from your circle of friends, Blueprint lets you know about changes to processes that are important to you at your company.

  Our design team has been listening to your feedback and as a result we’ve introduced significant improvements to the usability of the feeds. They are much more readable now, making it even easier to skim them for the information you need. Similar entries are rolled up to save space and reduce clutter, the times of updates are always visible to give you better context, and filtering options have been expanded and improved. Try it out and keep the feedback coming!

On top of that, there are many, many small improvements that we’ve added during this release — everything from tweaks to “where used” to longer process names. Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

The innovations that Teamworks 7 offers customers is really helping them expand their BPM adoption exponentially throughout the organization. It increases their collaboration, governance and reuse abilities, and it helps them simplify nearly every task that they need to do across the entire process development lifecycle.

We’re proud to receive this recognition. But we certainly won’t stop here. Thanks to all of you for nominating Teamworks 7 as a winner.

It’s obvious BPM has come of age when mainstream media programs are starting to weigh-in on the topic.

The hour-long show featured ‘HIM: Handling the Human Side of BPM,’ and focused on whether the new Human Interaction Management (HIM) framework  is necessary given that BPM already addresses most of the same issues and is a mature discipline. 

In addtion to Phil, the other invited guests were Clay Richardson (senior analyst at Forrester) and Howard Smith (BPM author and CTO of CSC’s European Group).

If you are interested in hearing how BPM can help your organization,  or if you need a better way to explain its benefits to your executives, you should listen to the replay. You can access the replay here (not required to register).

“Evaluating a Business Process Management solutions vendor: What to ask” offers suggestions from analysts at Forrester and Gartner about what questions people need to ask BPM vendors up front to ensure we are providing a good technology fit for them. 

The article recommends that people check into the vendor’s industry experience, understand their service and technology offerings and provides a number of other useful tips.

We especially appreciate the suggestion for companies to use cloud-based collaboration tools like Blueprint to help with strategic mapping and planning, as well as to help them build their business case for BPM.  In fact, we have a series of whitepapers that further explain how to get started quickly with your process documentation and prioritization, as well as what to do next. You can access them here

FCE, which is a subsidiary of the Bank of Ireland Group, provides a broad range of currency conversion products and services to wide range of industries and uses both Blueprint and Teamworks as an alternative to traditional application development. Using BPM lets them deliver projects an eye-popping 50% faster than traditional  approaches.

Some important take-aways discussed in the webinar include:

• How they became self sufficient after their very first project
• How they gather business requirements in a much more collaborative way
• How they recevied valuable feedback during development, not waiting until after it’s 80% built
• How to engage the business to take ownership in their business applications

To listen to the FCE webinar, go here (you will need to register) or alternately you can listen to a podcast version of the interview here.

The article, “MUSC cuts error rates and improves efficiency with automation” discusses the financial grants management process that MUSC implemented in Lombardi Teamworks. It also points out the reasons why they elected NOT to go with an ERP system to accomplish this project, and and how they incorporated some legacy systems into the process.

Some nice ROI figures that MUSC achieved:

• [Teamworks] has reduced the per-grant error rate dramatically, from 85 – 90 percent down to just 20 - 25 percent initially, then finally 2 percent to 3 percent as users learned to use more efficient processes.
• “human touches” during the grants allocation process, traditionally a source of errors in any process, have dropped 65 percent.

You may read the whole story here

The article, entitled “BPM tools help firms bridge communications gaps in supply chains,” provides some interesting insight into how manufacturers can receive value from BPM. 

One of the customers is El Araby, an air conditioner manufacturer based in Cairo, Egypt. They had this to say:

 “Before Lombardi Software [BPM] was in place, all we could do for a customer was recommend them to the nearest service center and that was the end of it… We had no clue what happened next until the monthly report came out afterwards. Now, the Lombardi BPM software system handles all of the details of the repair process, even down to what technician is working on what appliance in what service center.”

We’re pretty proud that Teamworks customers around the world like to share such great testimony!

You can read the whole story here.

The author, Pete Swabey, points to the dramatic events of late as proof that collaboration software and online social networks are rewiring the fabric of society.

Here at Lombardi we agree, and have spent a lot of time and effort looking at ways to further expand the role of BPM to more people through social technologies. They are manifested in Lombardi Blueprint and Teamworks in many ways. You can learn how each incorporates social capabilities here and here respectively. 

The article also interviewed both Phil Gilbert (Lombardi’s President), and Aviva’s CIO, Toby Redshaw. It is a very good article – I encourage you to read it here

Let’s take a look the enhancements in detail:

• Model Portability With XPDL: We’re committed to ensuring that you can leverage the processes you create in Blueprint in anyway you like. That includes giving you the ability to seamlessly execute the processes in Lombardi Teamworks, but also any other tool that you choose. To that end, we’re committed to supporting the BPMN 2.0 specification when it is released. However, we know that you need a way to use your models today, so we’ve introduced the ability to export your processes to XPDL 2.1 format in this release. You never need to feel “locked in” when using Blueprint — you can get your information out in any format you’d like, whether that be as a PowerPoint presentation, Word document, or in XPDL.

• Enhanced Security And Access Controls: As you get more and more of your organization using Blueprint, it becomes increasingly important to make sure that you have the right controls, security, and governance procedures in place. To that end, you now have the option to restrict by IP address the places from which your account can be accessed. For example, this allows you to choose to only allow your users to log in from within your corporate network. Additionally, you also now have the ability to ensure that only people from an authorized set of email domains can be invited to your account. The combination of these two new security features allows you to ensure that only your employees and your trusted partners can see and collaborate on your processes.

• Top Customer Requests: One of the great benefits of Blueprint’s quick release cycle is that we’re able to quickly respond to your feedback. We made a bunch of small enhancements to address the requests we’ve heard most often. That includes improvements like making swim lane names more readable, making the user administration interface sortable and more usable, and much, much more. We think you’ll find this is the fastest and easiest to use version of Blueprint yet!

Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

It’s a good report for you to send to those colleagues in your company who are interested in 3rd party takes on BPM technology.

The bottom line – excerpted from the report:

“Teamworks 7 is a full-featured BPM solution, with all the functionality expected of a market-leading solution. It really differentiates itself from its competitors in two distinct areas, one technical and one non-technical. By using a shared-model architecture, Teamworks ensures that the process model is always up to date, regardless of where and when changes to the model are made. Thus, changes to a running process instance can be reflected back to the high-level model. From a non-technical point of view the major focus has been on ensuring ease of use for any and all of the participants of process lifecycle management. This ensures that the people involved in the process are able to help in optimising the process, which makes far more sense than handing off the task to a ‘process expert’.

Allied to Teamworks is the Blueprint solution which creates a collaboration and communication environment that further empowers the process participants in all aspects of process management. A final factor worth highlighting is the graphical nature of the product – not just in process design terms, but in having the ability to graphically represent KPI and/or SLA non-compliance on the process map.”

We couldn’t agree more!

Butler customers can access the full Technology Audit report here, or you can also get it compliments of Lombardi here (if you have not registered with us before, you will be asked to do so).

Well, now there’s independent confirmation that BPM is, indeed, bigger than SOA – or at least twice as much BPM information is being searched. Google’s Keyword Tool shows that in May, the phrase “business process management” was used almost twice as many times as “service oriented architecture”, with a higher Adword value. (Too bad we don’t compete in the “consolidate student loan” space…)

I doubt if IBM or any of the other SOA stackers are in jeopardy of being bought by Lombardi any time soon, but at least with Lombardi you know you’re getting more bang for the buck. Twice as much value, in fact…

Editor’s note: The above is excerpted from Phil’s personal blog.

Details about their presentations are below. Also, stop by to see me and the rest of the Lombardi team in the Solution Showcase.

• Paul Tazbaz, Enterprise Architect at Wells Fargo, will present the best practices keynote session entitled “Architecting BPM through a Center of Excellence at Wells Fargo Bank”

Time: Tuesday, June 30, 2009 at 9:40 – 10:25 a.m. (all times are PT)

• Cheryl Mascaro, Enterprise Architect at Intel, will present a case study discussing “BPM vs. BPM – The Discipline and the Technology.”

Time: Tuesday, June 30, 11:20 a.m. – 12:05 p.m.

• Sean Perry, CIO, and Steve Nimmo, senior manager of business process and performance improvement, from Robert Half International (RHI), will share their BPM experiences in an end-user case study – “How Robert Half International is Delivering Results with BPM.”

Time: Tuesday, June 30, 2:10 – 2:55 p.m.

Also, Brandon Baxter, Lombardi’s senior product marketing manager, will present “Clear Directions for BPM Success.” Brandon will talk about how comapnies can ensure long-term BPM success by using proven project development and deployment capabilities. He will also be on the BPM vendor panel discussing “Tips for Starting and Maintaining a Successful BPM Initiative.” Those are always fun.

Time: Tuesday, June 30, 3:50 – 4:35 p.m., and the panel runs immediately afterward.

We hope to see you there!

The 2009 CIO 100 Awards honor 100 companies that are creating new business value by innovating with technology.

We are especially proud that Teamworks was the only BPM product specifically mentioned by CIO as delivering customer value in the awards, and that it has saved NACCO approximately $2 million, while improving their customer satisfaction and time to market.

Congratulations to the NACCO team!

I talked with Dave to hear how the course went and how BPM fit into the syllabus.

>>My talk with Dave (5:12): Take a Listen

Prof. Dave Angelow of Texas State in action.

Some of the topics Dave tackles:

• How a fair number of students also have day jobs (the course is taught at night) and how this allows them to directly apply what they’ve learned.
• How BPM, both Business Process Management and Modeling, fit under the quality management section
• BPM as a means of compressing cycle time and extracting more value for customers.
• Using Blueprint for a hands on modeling exercise and value the students saw in the tool.

Blueprint Educational Program

Lombardi provides free Blueprint subscriptions for educational use.  If you are teaching or taking a course where you think Blueprint would be appropriate, please contact us at blueprint@lombardi.com to learn more.

eWeek Logo

The twenty minute podcast, hosted by eWeek executive editor Michael Vizard, is entitled “Tying IT to the Business Process.” As always, it is filled with great anecdotes from Phil. I encourage each of you to listen in!

Michael’s interview with Phil (19:41) Listen (Mp3)

Let’s take a look the new features in detail:

• See Changes and Discover Relationships: Social networking sites like Facebook and LinkedIn can tell you when a colleague switches jobs or a long lost friend gets married. It’s news you wouldn’t have heard otherwise, or perhaps even known to ask about. Blueprint now does the same for process in your enterprise. The new Activity Feeds show you changes happening to your processes and helps you discover relationships between what you do and the rest of the company. Now you’ll know when something changes two steps upstream from you that will affect your job, or that the person in the next building over does something similar that you leverage.

• Involve Every Desktop In Process Improvement: You have core teams of people modeling your processes in the business, but how do you involve the tens, hundreds, or thousands of people that participate in those processes? We’ve introduced a new “participant” role in Blueprint that allows people at the desk level to reference, review, offer feedback on, and participate in discussions about their work.

• Share And Control Access To Processes: Once you start involving a larger audience in your process improvement efforts, it becomes essential that you ensure that the right people have access to the right information. To that end, we’ve added the ability to set access controls for each of your Blueprint projects that allow you to choose to grant full edit privileges, review only access, or no access at all to the appropriate audience. This allows you to keep sensitive information private, or even share a limited set of processes with your customers or vendors. And just like the rest of Blueprint, we’ve given you this power in an interface that doesn’t require a degree in rocket science to understand!

• Understand Relationships At A Glance: How many times have you been asked, “who is affected if we were to shut this legacy system down tomorrow?” or “who else in the organization depends on the work we do in this process?” Blueprint can now let you answer those questions with a single click. The new Where Used view can show you everywhere a person or system is involved in processes, where your inputs and outputs are used, or even where you see the same risks, problems, and opportunities for improvement.

• Better Usability And Experience: The Blueprint design team has been listening to your feedback and doing research on ways to make using the product even easier and more productive. To that end, we’ve redesigned the home page to make it far more personal–Activity Feeds and Favorites put information that’s relevant to you at your fingertips. We’ve studied your navigation patterns and made it easier to get to the view of the process you need with fewer clicks. We’ve made the Discovery Map better than ever by adding panning, zooming, and printing to PDF just like the Process Diagram. Finally, we developed the participant / read-only view for processes from the ground up to make sure the highest value information is viewable on the screen at all times.

What are you waiting for? Log in now and try it out for yourself! If you don’t have an account yet, just sign up for a free 30 day trial now. And if you want to hear the latest inside info on what’s coming next, make sure you follow us on Twitter.

I’m very excited about our recent launch of Lombardi University, because it provides a more mature and comprehensive kind of BPM education delivery and talent development program – one that is new to our current marketplace.

Now, we didn’t just add the word “University” to our existing training program (like so many other vendors have done).  Lombardi University reflects a fundamental change in the way BPM education is structured and delivered, and it was created based on the evolving demands of our market.

Over the last year, I have been visiting with dozens of companies undertaking BPM projects and programs.  Every company has a similar story – the “BPM journey” begins with some definite successes for the first few projects, but it is taking longer than desired for them to do BPM at scale with greater self-sufficiency.  When we researched what differentiated those customers and partners who are having the most success with adoption of BPM in their organization, it became clear it was a difference in their BPM talent – having the right number of people in the right roles with the right level of skills and experience.

So we created Lombardi University to help every Lombardi customer and partner fill the BPM talent gaps that they may encounter along their BPM journey.  There are a few key advancements that Lombardi University brings to the market that I’d like to highlight:

• Role-based Education Tracks – Enables all business and technical roles in your BPM project or program, not just yourdevelopers. This includes analysts, program managers, administrators – and executives.
• Multi-level Education - Provides a structured way to “graduate” fromfoundational to advancedto expert levels of maturity within each role.
• Certification of Skills – Utilizes exams to benchmark skill levels, annd practical skills must be demonstrated by completing actual projects.
• Mentoring – Provides hands-on guidance by a Lombardi expert to solidify practical education in the context of a real project at your company.
• Faculty Network -Expands educational offerings and expertise beyond Lombardi’s corporate boundaries through partnerships with well-known BPM experts such as Bruce Silver, Derek Miers, Andrew Spanyi and others.

Following a structured talent development program, provides the uniformity and consistency our customers require in their delivery – no matter where the resources come from; and that will reduce the risk of delivery problems.  Troy Hamlin, VP of Applications , Allianz Life Insurance Company of North America recently said, “I’m excited to see that TCS, our strategic partner, is working with Lombardi to certify their people in BPM. This helps me feel confident that when we source talent from them, we can expect those people to have a specific level of skills and those skills are easily measurable.”

We have many more details beyond what I’ve shared here on the Lombardi University website.  I hope you’ll take a moment and check it out.

We’ve made it easier for authors that are just beginning to use Teamworks. How many times have you installed a new software product that gave you overwhelming numbers of buttons and menu options while providing no insight in how to use it? The Authoring Environment in Teamworks 7 is redesigned to remove a lot of the noise and early confusion without losing the features that power authors need. You can see this from the completely new skin, simplified menus, and the way that Teamworks automatically organizes your process assets. In addition, all authors now build their process assets within the context of one process app (project) at a time, which ensures that no one is changing assets that aren’t related to their projects.

There are a considerable number of changes we made to simplify some of the common authoring tasks while matching current best practices within the Teamworks community. For example, we simplified the way that integrations to external systems work by removing the need to create separate integration definition and connector components. We have also introduced Teamworks Service types, including Human Services, Integration Services, Rule Services, and several others. This helps authors from making modeling mistakes like placing a service intended for human interaction into a system swimlane. We have also enhanced the data mapping capabilities to allow you to change activity implementations without having to redo your input/output data mappings.

We also added a lot of great new features that help new and experienced users alike. Many of these features like back-in-time, toolkits, and automated deployment are highlighted on our website, so please take a look there to see some examples of how these work. Our focus in adding these new features was to make sure that we added them in a way that makes sense for BPM and a model-driven architecture. We didn’t just bolt-on a version control system and tools designed to manage text-based code; we completely rethought how to manage changes to your process model as your processes evolve in a way that preserves the ability to build and iterate quickly.

Many of the features in Teamworks 7 were designed and built by people that have been on implementation teams for BPM projects and understand the challenges that many of you face each day. We think this release marks a major step forward BPM and for the experience of those that build processes every day. Let us know what you think.

Lombardi announced major advances in all three areas that determine success or failure in BPM:

1. The need to communicate — you have to make business improvement personal
2. The need to automate — you have to drive productivity and re-use
3. The need for talent — you need to be able to assess risk, plan, and lead

Forget about simplistic approaches to driving transformational change based solely on whether your BPMS (or “BPP” or “PAAS”) has a given feature. The so-called “Business Process Platform” as a sole-sourced technological salvation is a hoax. It’s a solipsistic approach by technologists to once again say “if I have a better tool, I won’t be as big a fool.” Go on, stare at your image in the water and try to pawn all this off on simply another development tool or architecture. Instead, you need to take to heart what Toby Redshaw, CIO of Aviva, said a couple of weeks ago (paraphrasing here): “If you’re in IT and not doing BPM, three years from now you won’t have a job.”

He wasn’t talking about a tool. He was talking about change and changing everything: how we relate IT to the business, how we use tools, and how we manage, nay, lead, change in our businesses through the use of BPM tools and methods.

Yesterday Lombardi re-defined what a BPM platform needs to be; three specific vehicles: Blueprint (Spring ’09), Teamworks 7, and Lombardi University.

Together, these 3 pillars — communication, automation and leadership — combine to form the basis for the platform for BPM’s second decade. Lombardi is that platform.

Editor’s note: The above is excerpted from Phil’s personal blog. Follow this link to read the full post, including a discussion of each of Lombardi’s new products.

Usually only a relatively small number of people inside an organization do real modeling of processes. The vast majority of us have “day jobs” and don’t necessarily think of things in terms of flow charts, activities, and decision points. How do we participate in the process improvement discussion?

Blueprint now leverages social networking technology similar to sites like Facebook and LinkedIn to build a community around business improvement that everyone–modeler or not–can participate in. “Participants” can reference and offer suggestions and feedback on their processes without the need to know any mapping or diagramming  techniques. “Authors” can have threaded, two way conversations with the participants in the business and leverage Blueprint’s existing easy to use modeling capabilities to rationalize and improve processes. Tying this all together is a Facebook-style activity feed that proactively notifies you when your processes or the conversation about them changes.

We’re announcing the Spring ’09 release today and it goes live on blueprint.lombardi.com on Saturday morning. Want to see more? Make sure you attend the introduction webinar tomorrow at 10 AM central.

The following is reported to us by Stewart Mixon, Chief Operations Officer at the Medical University of South Carolina.

MUSC is the oldest medical school in the Southeast, with 1,200 faculty members teaching more than 3,000 students and residents annually. MUSC depends upon financial grants as a primary means of funding its medical research. The university manages the post award grants allocation process where up to 3,000 requests for grant fund distribution changes are made every quarter.

Previously, this process was entirely manual; the same information was keyed into different front-end and back-end systems, resulting in significant backlogs and delays, as well as many errors and rework efforts.  Due to error rates and other contributing factors, there were more than twice as many forms submitted in the manual process than are processed using the Lombardi Teamworks product today.

This new process quickly delivered significant benefits for the university, enabling MUSC to proactively catch and eliminate errors at the point of entry, bringing the per-grant error rate from 85-90% down to 2-3%.

Through the use of Teamworks, MUSC also was able to reduce “human touches” in the grants allocation process by an impressive 65% — allowing the university to free up several staff full-time equivalents (FTEs) for other important tasks.

Moreover, through the use of Teamworks dashboards, MUSC management receives key performance indicators containing real-time status information of all of its financial grants distribution activities. This important metric was impossible to collect prior to implementation of the new process.

If you’d like to learn more, you can also watch this webinar with Stewart and Salvatore Salamone from Ziff Davis.

One of the efforts that helped in this restructuring and which continues today is an effort to document, standardize and communicate all of the company’s processes.

Rachel Pace-Maron, Director of Operations Support Service was asked to lead this effort with a shoe-string budget.  Last week I chatted with Rachel to learn more about her effort.

My conversation with Rachel (11:19)  Listen

Some of the topics Rachel tackles:

• The goal with mapping PRC’s processes was to find out how they could do things better and faster and why things take so long.  They weren’t able to answer why a process took so long because no one person knew every step.  This is what lead them to process mapping.
• One of the first processes they mapped was “agent time,” how much time do agents spend on break and what is the management process for keeping them on the phone efficiently and within break parameters.
• They found each call center had a different process and none were doing it efficiently.
• By standardizing on a process for all centers and bringing them into metric, they had a bottom line impact on revenue.
• Before adopting Lombardi Blueprint for process mapping, groups had been using, Visio, Exel and Power Point.
• PRC has a group of people who are visually oriented and a group who are narrative oriented. As Rachel explains, “Blueprint’s ability to marry picture to narrative has been fantastic and, I’m not going to say life altering, but certainly business altering.”
• Her excitement over the latest Blueprint release and how the addition of participants will help PRC break down silos and take their process initiative to the next level.

Finextra has more here.

Toby Redshaw, Aviva’s CIO presented at the Gartner BPM Summit this past February with a session titled: “Aviva End-User Case Study: Modern BPM – Doing More for Less“. In his talk, Toby shared real-world insight on how companies can get started with BPM, how they should grow fast for maximum impact, and lessons learned from four years in the trenches with modern BPM.

We’re also proud that Toby has gone on the record, saying that:

“I consider modern BPM to be one of a handful of breakthrough technologies that can have real short-term P&L impact. In an era when virtually all IT shops are being asked to do more with less…we believe partnering with Lombardi now will get us there faster and better than any other choice in the market.”

Toby hits the nail on the head — no issue is more relevant to companies large and small than process, and process excellence. BPM has been shown to reduce costs by 20% in the first year and is the #1 priority for CEO’s in 2009.

Stay tuned as Aviva progresses – we’ll loop back to provide metrics, best practices, and lessons learned as soon as they are available.

Here are a couple of interesting thoughts/takeaways that came up during the conference.

The BPM Talent Gap

As companies really try to ramp up their BPM initiatives, they often encounter a “BPM talent gap” in their own organizations as well as in the partners they typically use for solution delivery. Phil Gilbert, Lombardi’s President, talked about how this talent gap is found in multiple roles – from Business Analysis to Program Management to Business Leadership. The good news is that this gap can be readily addressed – often with the team you have at hand. Its just a matter of recognizing the gaps and developing a known set of skills. In fact, Toby Redshaw, CIO at Aviva, talked about the fact that anyone who wants to work in IT over the next few years must be focused on gaining the skills and capabilities required to succeed with BPM. This talent gap issue was also discussed at Gartner’s BPM Show in San Diego this Spring as well as in a great research article called “IT’s Unmet Potential” in the McKinsey Quarterly. Definitely recommended reading.

The Importance of Success Stories

The best way to launch a BPM Center of Excellence (COE) is with success stories. Sometimes the inclination is to focus only on defining standard templates, governance bodies, org structures and the like. In his session, Paul Tazbaz, Enterprise Architect from Wells Fargo talked about how they focused on documenting a set of BPM success stories at the beginning of their COE initiative. These success stories formed the basis of their early conversations with lines of business and corporate IT as they championed BPM across the company. Note that these success stories were about BPM – and many of the success stories predated the formation of the COE. No matter – Paul’s group is focused on getting business units to take advantage of BPM. No better way to do that than to tell them 10 stories about groups in Wells Fargo benefiting from BPM today. Sure makes for a more interesting first meeting with your lines of business than “This is BPMN and you WILL use it.”

Stay tuned for more tales from Lombardi Driven Online. Note that the conference is still available on-demand. If you are a customer or partner and missed the live event, you can still register for access here.