Tech-Clarity

Making the value of technology clear

  • Published Research
    • eBooks
    • White Papers
    • Survey Results
    • Buyer’s Guides
    • Infographics
  • Research Invitations
    • Survey Invitations
    • Assessments
  • Presentations & Videos
    • Webinars
    • Live Presentations
    • Tech-Clarity TV
    • Virtual Events
  • Insights & Activity
    • In the News
    • Insights
  • About
    • Tech-Clarity Team
    • Jim Brown
    • Michelle Boucher
    • Julie Fraser
    • Arvind Krishnan
  • Search
  • Search
  • Date

Putting the Process in PLM – Red Flags

Jim Brown - May 21, 2010

Share

What I learned this week … came from PLM Processes: Flowchart vs. Rule-based? from Oleg in PLM Twine. He discusses rule-based business processes for PLM, which immediately set off red flags in my head based on past experience. Oleg made me think about two different experiences I have in the same context, and it made me shudder. Why? I have seen rules go wrong too many times. And I have seen workflow processes go wrong just a many times.

Workflow Warnings

As Oleg knows, I am bit of a process weenie. Years at Andersen Consulting (the part that is now Accenture) will do that to you. I am 100% in favor of defining processes as a part of implementing business change and supporting technology. But here are some tidbits that I think are worth sharing:

  • Define All Processes – Technology implementations should be process driven. Unless you define how the technology helps the business, you won’t get the most out of it.  
  • Automate Some of Them – Not all processes should be workflows. While workflow is a great tool to automate and enforce processes, don’t overdo it. I have seen people implement workflow for workflow’s sake. It should be used as needed to improve efficiency and process adoption, but don’t workflow everything.
  • Don’t Sweat the Exceptions – There are times where humans need to step in to make decisions and alter workflows. Don’t try to handle every exception condition. If you can identify them and send an alert, great. But most importantly make sure you have flexibility to alter a workflow based on business needs. This is where I see rules-based processes go wrong. Companies try to make rules cover too much, get too complex, and end up being hard to maintain, outdated, and eventually ignored.

The combination of workflow and rules can be very powerful, but can also lead to a resource sinkhole of if not approached cautiously. This is true for the process / rule authors and those that execute them alike.

Implications for Manufacturers

Define your processes. Use workflow where it makes sense. Keep it simple. Don’t try to do too much. Don’t forget that in many scenarios people make better decisions in context than any pre-determined set of rules can handle – don’t tie their hands. If you have standard operating procedures that you need to follow, you may need to document process exceptions. But don’t entirely lock them down in the system. Exceptions will happen, and if the system doesn’t accommodate the real world it will just happen outside of the system in an unmanaged way.

So those are my quick reactions to Oleg’s post, I hope you found it interesting. His post is worth reading if you haven’t already. But I get scared when I see the opportunity for things to go astray. And workflow and rules are a great candidate for bad things to happen. And this is from a self-admitted process weenie!

Related Posts

  • PLM for Operational Excellence
    Operational Excellence

    How can PLM, traditionally an engineering-centric solution, drive innovation, agility, and operational excellence throughout the…

  • PLM ROI Payback
    PLM ROI Calculator

    What can you expect for PLM ROI? How will it help your business? Engineers waste…

  • The Expanding Role of PLM in CPG
    CPG PLM

    What does the future of PLM look like in the CPG industry? Watch this webcast…

Filed Under: What I Learned Tagged With: Rules, PLM, Implementation, Workflow, Process

Join our community to receive our newsletter and survey invitations.

Copyright © 2012-2024 – Tech-Clarity, Inc.

  • Contact
  • Privacy Policy
  • Date

  • LinkedIn
  • Facebook
  • LinkedIn
  • Facebook

Copyright © 2012-2024 – Tech-Clarity, Inc.