"LEAN MANUFACTURING"
AS A WAY TO OPTIMIZE THE COMPANY'S BUSINESS PROCESSES

case bitrix24

To manage a company and maintain a competitive advantage, it is important to regularly analyze and refine existing company practices.

BPM concept

To systematically solve this problem, we introduce the concept of BPM in the enterprise. We also help to optimize already implemented business processes with the use of methods of "lean manufacturing".

BPM (Business Process Management) - is the concept of process management of the organization, which considers business processes as the resources of an enterprise that are continuously adapted to the constant changes of the business environment. Therefore, there is no strict regulation to achieve the same result.

For each enterprise the implementation is worked out individually.

WE BREAK DOWN THE IMPLEMENTATION OF BPM INTO FIVE STAGES:

stage 1. DEVELOPMENT

This includes defining the order of operations, assigning roles, describing areas of responsibility, approval steps, task and assignment conditions, and parts of the process that can be automated.

stage 2. simulation

Process simulation in the BPM-system. We recommend this add-on developed by us for Bitrix24

stage 3. EXECUTION

Launch the simulated business process in action.

stage 4. MONITORING

Tracking the effectiveness of business processes. Analysis of metrics. Collecting feedback from employees and managers.

stage 5. OPTIMIZATION

Refinement and improvement of business processes, taking into account the data obtained during the monitoring phase, feedback from employees and customers.

To solve optimization problems, it is important to have up-to-date data at the monitoring stage. Based on the analytics, it is possible to make decisions on process improvement and revision of regulations.

We recommend for the implemented business processes to conduct cyclic monitoring. For this purpose, it is optimal to think out and implement the formation of specialized reports by software methods.

WORKING OUT THE ANALYTICS OF BUSINESS PROCESSES

Previously described the organization of the "Technical Support" department for an IT company. Read more in the article.

Also, KPIs were developed for this process and the system of collecting these statistics was automated. The initial analysis of the funnel was carried out and the necessary corrections were made to the business process.

what is KPI?

KPI (Key Performance Indicator) is a measure of business performance.

In business process management, KPIs usually reflect performance, efficiency and productivity.

KPI FOR THE "TECHNICAL SUPPORT" PROCESS

To ensure complete management, we have identified the following key indicators for the "Technical Support" business process.

All of these data can be automatically collected with minimal effort:

  • Volume of requests for the period (absolute number),
  • Requests closed on time during the period (absolute number/%),
  • Requests closed with violations during the period (absolute number/%),
  • Resolution rate of requests on average for the period (%),
  • The share of transferred to the 2nd and 3rd lines, to the total number for the period (%),
  • Number of calls with irregularities without transfer for the period (absolute number/ %),
  • Number of missed calls for the period (absolute number),
  • Average number of calls per employee,
  • Average time of the final answer to the Client.
We have developed the possibility of forming an automatic report for the department as a whole, as well as for each of the areas separately. 

RATING REPORTS

The ranking of directions by the metric "Requests closed with violations for the period" was generated.

A report (with automatic generation) was developed to monitor the effectiveness of individual Line 1 employees for the period. It included the following ratings on individual employee metrics:

  • Ranking of employees by number of inquiries taken to work (with and without violation of regulations),
  • Rating of employees by the average time to resolve inquiries (with and without violations of standards),
  • Rating of employees by the number of violations of standards for the period,
  • Rating by the number of missed calls to the total number of calls for the period.

FEEDBACK METRICS

We have worked through the collection of both Client and employee feedback to collect the following metrics:

  • Customer Satisfaction Index (CSI),
  • Customer Effort Score (CES),
  • Customer Satisfaction Rating (CSAT),
  • Net Promoter Score (NPS).

BUSINESS PROCESS ANALYSIS

After putting the process into operation, in the background, we began to collect analytics on the developed "Technical Support" process. Based on cost indicators and customer satisfaction, we began working on process optimization.

Naturally, without prompt feedback from the Customer's employees, it would have been impossible to optimize and rapidly refine the process in a short period of time.

As in any similar development, there were minor errors and inaccuracies in the Design and Simulation phases. We reacted to the information promptly and, if necessary, made corrections to the global process right in the combat mode.

We used the following techniques to analyze the business processes:

  • SWOT analysis,
  • ABC-analysis.

SWOT – analysis

This is a method of parsing the business process in terms of strengths and weaknesses. We conducted it by directly interviewing the manager and questioning the most active employees of the "Technical Support" department.

As part of this analysis, it is important to have a well-established system of communication within the company. Otherwise, the analysis may be delayed up to the loss of relevance of the collected data. This analysis made the business process friendlier and more understandable for the Client's employees.

ABC – analysis

Allows you to identify the most costly parts of the process for the company. Optimization of such processes can give the best result at the lowest cost of resources. ABC-analysis is based on the Pareto principle - 80% of the result is achieved by 20% of the costs.

We identified 3 groups of types of appeals on the basis of collected statistics: A, B, C.

group А

Group A was the type of inquiries with the most serious costs and deviations from cost expectations. This is 8.5% of all inquiries, they spent 75% of the time of the entire department.

group B

Group B contains types of inquiries with average costs. These were inquiries that often require additional clarification of information from the Client. This is 20% of all inquiries, they spent 15% of the time of the entire department.

group С

The rest of the inquiries fell into Group C.

Thus, by optimizing the types of calls from group A, we relieved the workload of department specialists, which allowed us to almost twice reduce the average waiting time for an answer. This had a positive effect on the NPS indicator.

Based on the obtained data, we corrected:

  • SLA matrix,
  • Composition and number of notifications to employees,
  • Added types of notifications for the "Technical Support" process,
  • Added notifications to customers via additional communication channels (if technically possible),
  • Optimized the transfer of calls to 2 and 3 lines.

resume

We developed the basic metrics of this business process. Also, the Client's managers were trained based on the metrics to analyze this process. And in combination with the process administration functionality developed by us, it had a positive impact on further optimization of the business process.

in plans 

To document the optimization process we plan to implement PDCA cycle (Plan-Do-Check-Act) recommended by ISO9000. PDCA cycle will create a system of continuous improvement of the business process. This deviation management cycle includes established groups of requirements: planning, execution, accounting, control, decision making.