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Showing posts with the label CPDE

Focusing on the Fundamentals

By Donna Knapp Have you ever done business with an organization that liked to brag about all the extras that it provides, but doesn’t get the basics right? To some extent, the accelerated innovation that was sparked by the pandemic fueled this need to focus on the new and shiny. And for some organizations, it is what’s needed to stand out in the crowd, or to compete, or simply to survive. But here is what we know. All the new and shiny in the world can’t make up for a poor customer experience. You cannot sacrifice quality for speed. And a perk here and there can’t overcome the lack of trust that builds up when an organization fails to get the basics right day in and day out. So, what we’ve got to do is strike a balance. A feat that is easier said than done. According to the 2022 State of CIO report, 76% of CIOs say that it’s challenging to find the right balance between business innovation and operational excellence. And yet it is exactly what organizations today need to do… C. All of

Filling the Process and Framework Skills Gap

By Donna Knapp For many organizations, the COVID-19 pandemic exposed one of two ends of a spectrum: poorly defined processes, or overly-rigorous processes. At either end of the spectrum, these organizations likely struggled to adapt as the pandemic impacted our lives. For those with poorly defined processes, things were probably pretty chaotic. For those with overly-rigorous processes, things were most certainly taking way too long. Even organizations with well-defined processes felt, and continue to feel, pressure to speed up the flow of work, minimize toil, and automate processes where possible. To do this, they must develop a culture of continuous improvement and learning. Continuous improvement is an ongoing effort to improve all aspects of an organization; its people, processes, tools, products, services, and experiences… all of which are tightly integrated. Whether improvements are large or small, what matters most is that they are constant. The highest performing organizations a

Optimizing Value Streams and Processes

Value streams are getting a lot of attention these days for a couple of reasons. One is that value streams allow us to identify opportunities to minimize waste or bottlenecks across organizations, processes and functional silos, and to improve the flow of value. Organizations adopting DevOps , for example, are using value stream mapping as a way to improve the flow of activities during the software development lifecycle, and to improve cross-functional collaboration. Another reason is that value streams direct our attention to what customers value. For example, organizations can use value stream mapping to streamline new product development activities, improve time-based measures such as lead time and time to market, and identify ways to improve product quality. They can also use it to streamline the activities involved in integrating a new employee into the company and its culture. What these both have in common is that the focus is on optimizing the value-adding activities; with the

Up YOUR Game – Become a Certified Process Design Engineer!

I find that there are many people that do not understand WHAT a Certified Process Design Engineer (CPDE) really is (be sure to scroll down on the page and then download the free whitepaper for surprising details). The CPDE role is likely much broader and deeper than you might think! Time and Money?! Yes, but not at the expense of quality and stability!  The role of a Certified Process Design Engineer is a critical skill set for all IT service  providers. There are many frameworks and standards that  define practices and methods for achieving success; ITIL 4 , Agile , Lean , DevOps , COBIT, ISO, and Site Reliability Engineering (SRE) are only a few. My point is that while each describes processes and controls (what to do), they don’t provide clear, step-by-step methods and techniques for designing, reengineering and improving processes (how to do it).  A Certified Process Design Engineer equips managers and staff at all levels to lead the organization to do t

Certified Process Design Engineer (CPDE)

There are many frameworks and standards that define best practices for achieving quality IT service management (ITSM) - ITIL, ISO/IEC 20000, COBIT, CMMI, DevOps, Knowledge-Centered Support, etc. While each describes processes and controls (what to do), none provide clear, step-by-step methods and techniques for actually designing, re-engineering and improving processes (how to do it). IT organizations must not only do the right things, but they must also do the right things right. CPDE takes a practical step by step approach to developing and implementing ITSM processes across the entire lifecycle of IT services. It ensures integration with project and program management and the application and software development processes as well. Allowing for strategic, tactical and operational alignment across the entire organization. CPDE is well suited to utilize these different best practices and additionally play a significant role in the DevOps movement that is taking hold in IT organizati

Process Design

I looked up “Process Design” and found: “The  activity  of determining the  workflow ,  equipment  needs and implementation  requirements  for a particular  process . Process design typically uses a number of tools including flowcharting, process  simulation   software  and  scale  models.”  Hmm… that is good but “So What”?  Why should a service provider care about process?  I have heard some say that process is secondary to automation.  Okay, sounds good, but then we have to consider, “What are we going to automate?” Every Certified Process Design Engineer knows that when it comes to process we are talking about activity.  The key is that we need just enough process and just enough governance to meet requirements.  Process design contributes to our ability to balance speed and agility with stability.   Having good process design allows for a smooth service belt that delivers value to customers and also gives a service provider the ability to meet business and customer dem

It’s Still All About “The Process”

Organizations adopting DevOps cultures and practices are able to deliver high-quality software faster. This means the business can deliver value to customers faster. You sometimes hear that DevOps and ITSM aren’t compatible.  In a recent ITSM for DevOps workshop an attendee asked whether process is still relevant for digital transformation initiatives in today’s environment.  The answer is emphatically Yes.   Now more than ever before the attention to process is critical.  Whether your company is striving to achieve traction for a cultural shift, for a digital transformation, to create a DevOps pipeline or any other improvement initiative, Process will always be a critical success factor.   Remember we are talking about just enough process. We cannot have over engineered bureaucratic processes. For our purpose here, we will focus high level on some of the process design considerations and mistakes to avoid.   To learn more about what is just enough and how to design or redesign your

What is the difference between Process Owner, Process Manager and Process Practitioner?

I was recently asked to clarify the roles of the Process Owner, Process Manager and Process Practitioner and wanted to share with you information from our Certified Process Design Engineer (CPDE) class. Roles and Responsibilities : Process Owner – This individual is “Accountable” for the process. They are the go-to person and represent this process across the entire organization. They will ensure that the process is clearly defined, designed and documented ( check out our free process design templates !). They also ensure that the process has a set of Policies for governance. Example: The process owner for Incident management will ensure that all of the activities to Identify, Record, Categorize, Investigate, … all the way to closing the incident are defined and documented with clearly defined roles, responsibilities, handoffs and deliverables.  An example of a policy in could be… “All Incidents must be logged”. Policies are rules that govern the process. The Process Owner

CPDE - Process Design Considerations

S o who should consider becoming a Certified Process Design Engineer (CPDE)?  Well anyone can consider it.  Is your organization engaged in some type of certification, working to reach some optimized level of maturity, trying to improve the processes you already have or create a process to meet some new customer requirement? All of these scenarios would employ the skills of a CPDE. To start with, no matter which framework or standard you are utilizing processes must be: Defined Documented Managed via performance metrics Continually improved  Undertaking this effort is not as simple as it may appear and having a staff member with the necessary skills and capabilities (a CPDE) ensures that clear and measurable improvement targets, along with a process design approach, can and will be carried out.   You first must understand the factors that are triggering a process improvement initiative.  These are just a few factors, but understanding why an initiative is needed is an ex

Process Design

I looked up “Process Design” and found: “The activity of determining the workflow , equipment needs and implementation requirements for a particular process . Process design typically uses a number of tools including flowcharting, process simulation software and scale models.”  Hmm… that is good but “So What”?  Why should a service provider care about process?  I have heard some say that process is secondary to automation.  Okay, sounds good, but then we have to consider, “What are we going to automate?” Every Certified Process Design Engineer knows that when it comes to process we are talking about activity.  The key is that we need just enough process and just enough governance to meet requirements.  Process design contributes to our ability to balance speed and agility with stability.   Having good process design allows for a smooth service belt that delivers value to customers and also gives a service provider the ability to meet business and customer demand at a

Process Maturity

So unlike the Billy Joel lyric “Love you just the way you are”, we can never be satisfied with our processes being just the way they are.  As the organizations that we are engaged by continually change and mature to meet customers dynamic requirements, our processes must be continually assessed, measured and matured to ensure that they stay relevant and deliver value long into the future.  This takes real time, effort and resources.  Organizations cannot possibly move from being informal or ad-hoc to having a fully integrated ITSM program in a short period of time.  Just being able to gather the correct components (people, process, technology and information) can be a lengthy process and, of course, there is the decision of which processes do I begin with. The saying “Rome was not built in a day” really applies in this situation.  We must begin from the perspective that each level of maturity forms the foundation for the next level of maturity. Trying to jump over levels will almo

CPDE (Design considerations)

So who should consider becoming a Certified Process Design Engineer?   Well anyone can consider it.   Is your organization engaged in some type of certification, working to reach some optimized level of maturity, trying to improve the processes you already have or create a process to meet some new customer requirement? All of these scenarios would employ the skills of a CPDE. To start with, no matter which framework or standard you are utilizing processes must be: Defined Documented Managed via performance metrics Continually improved Undertaking this effort is not as simple as it may appear and having a staff member with the necessary skills and capabilities (CPDE) ensures that clear and measurable improvement targets along with a process design approach can and will be carried out.   You first must understand the factors that are triggering a process improvement initiative.   They may include: Changing customer requirements Processes that are to complex or have

The Certified Process Design Engineer (CPDE)

There are many frameworks and standards that define best practices for achieving quality IT service management (ITSM) - ITIL, ISO/IEC 20000, COBIT, CMMI, DevOps, Knowledge-Centered Support, etc. While each describes processes and controls (what to do), none provide clear, step-by-step methods and techniques for actually designing, reengineering and improving processes (how to do it). IT organizations must not only do the right things, they must do the right things right.   The CPDE takes a practical step by step approach to developing and implementing ITSM processes across the entire lifecycle of IT services.   It ensures integration with project and program management and the application and software development processes as well.   Allowing for strategic, tactical and operational alignment across the entire organization.   The CPDE is well suited to utilize these different best practices and additionally play a significant role in the DevOps movement that is taking hold in IT organi

Next Steps

In an earlier blog I had talked about the need for organizations to have the ability to measure their processes against those of their competition or some defined industry standard.  Before that could happen, it had to be determined if your processes are mature enough to ensure that you can gather the needed data for a successful undertaking.   If your assessment calls for developing a new process, reengineering or improving an existing process a sound methodology for that mission could be the “Ten process design and improvement steps” as describe in “The ITSM Process Design Guide by Donna Knapp. The elegance of this approach is that it can be utilized to design or improve any process regardless of maturity level.   It provides the common vocabulary, tools, and techniques needed to engage all participants who would be required for these process and improvement actions.   They help to define and understand the end to end process, who the customers are and their requirements.   It a

Process Maturity Assessments

I recently gave a workshop outlining the basic ideas and steps needed to design and implement ITSM processes. During the workshop we discussed the importance of knowing the maturity level of your processes. You determine the maturity of your processes by conducting a maturity assessment. Using a maturity assessment model will allow you to know where your processes currently reside in terms of usability, effectiveness, efficiency and economy. You can also determine what level of maturity you want your processes to achieve as a future state. Finally a maturity assessment will show you what steps you need to take to close the gap between your “as is” process and your “to be” future state. There are three maturity assessment models you might think about using. Capability Maturity Model Integration (CMMI), ISO/IEC 15504 and the ITIL Process Maturity Framework (PMF). All three use a multi-level approach to identify the maturity of your processes. Each also uses a set of assessment criteria

Conducting a Needs Assessment

In order for IT organizations to be successful, we must align ourselves with our business partners. Business and customer requirements must drive service and process continual improvement activities. As a service provider, we must ask ourselves if we really understand our customer’s needs and expectations. When was the last time we checked with our business to determime if we are delivering value? When was the last time you asked the business, “How are we doing”? One of the gathering techniques we learn in the Certified Process Design Engineering (CPDE) course is how to conduct a needs assessment. Here are the steps for conducting a successful assessment: 2 to 4 weeks prior to the assessment: Establish a high-level interview schedule Identify interview participants Develop a detailed interview schedule Contact each participant to determine availability Develop a list of interview questions/solicit feedback Refine your list of interview questions  1 to 2 weeks prior to the ass

The Components of a Process

I often get asked what goes into a Process Definition Document (PDD).  Certified Process Design Engineers (CPDE) learn that PDDs should  include: Policies A process overview Roles and Responsibilities Process Maps Activities Vocabulary Policies Policies specific to a process should be included in the Process Definition Document.  A policy is a formal document that describes the overall intentions and direction of a service provider, as expressed by senior management. Company policies are used to guide actions toward a specific outcome. They must be specific, measurable and underpinned by the process.  Overview The overview section contains the process description, objectives, goals, owner boundaries, triggers, supplier data, inputs, high level activities, outputs, customers and metrics. Roles and Responsibilities Roles and responsibilities define and describe the active participants in the process, including the process owner, process manager, suppliers, customers and sta

CPDE and Six Sigma

I was asked recently how Certified Process Design Engineer® (CPDE) and Six Sigma might work together. I was also asked to clarify the value of holding a Certified Process Design Engineer® certification. To deal with these questions we must first clarify the difference between CPDE® and Six Sigma. First CPDE® is a role and a set of methods and approaches for that role to use in defining, designing and implementing strong IT Service Management processes. Six Sigma is a quality framework based on the work of men like W. Edwards Deming, Joseph Juran and Philip Crosby (the Big Three of the quality movement) and developed out of Motorola’s efforts to improve quality. The two are not at odds, rather they complement each other. A CPDE has the skills to look at an organization, understand its culture, its approach to process and quality and its need for improvement. Once this assessment is done (using tools like the ITIL Process Maturity Framework, or CMMI) the CPDE would identify which el