Business Process Video

How to Create Your Own Business Process VidMaps - Part 3

Jason Nethercott — Sun, 05 Oct 2008 06:44:12 +0000

Welcome back to Part 3 in this series of ‘how to’ articles on the basic steps to creating your own Business Process Video Maps or VidMaps for short. If you haven’t yet seen Part 1 or Part 2 it would pay to review those lessons before starting on this one as I have written the lessons sequentially with each building on the previous.

In Lesson one we learned about some software tools that enable us to map and video record our business processes and procedures and the most common business process mapping symbols. In Lesson two we learned about three different kinds of process or work-flow maps and gained an understanding of some important process mapping conventions.

By the end of this lesson you will:

Have completed your first Functional-Activity process map
Gained an understanding of using Visio for the creation of process maps for your business
Have laid the platform for the creation of procedure videos

So let’s get down to it. Open-up Visio or your process mapping software of choice and open up a new file. To start with it is best to use a template and here I have selected the ’Basic Cross Functional Flowchart’ template. Your page (I will assume you are using Visio 7), should look like Figure 1.

Figure 1

It is important that you provide a descriptive name for your process that uses a verb such as: ‘Uploading a video to You Tube’ or ‘Creating a new customer file’. Also name each function, role or area of your business that has a hand in performing the process for example, ’sales’, ‘administration’ or ‘receptionist’. Each functional band or section in a process map is called a ’swim lane’ and makes it easy to see the tasks performed.

Once you have set-up the basic structure for your map it’s time to start placing the various different shapes on the map that describe each element in the process. Use verb-noun combinations to describe the activities and questions to describe the decision diamonds. Number each box and diamond and stay in sequence as the process flows. At times this can be difficult with parallel activities but don’t worry about that too much at this stage.

The process I have chosen to map is creating a VidMap and I have purposely kept it simple so as not to cause confusion. To add process shapes to the map simply click on your chosen shape from the ’shape’ pane on the left and drag it onto the map. Connect each shape in sequence by using Visio’s ’connector tool’
to create a solid line ending in an arrow to show the flow. A broken or dotted line shows a connection to software or other tools used in the process. Figure 2 shows the completed basic VidMap process from start to finish.

Figure 2

As you can see, the Functional-Activity map that I have created doesn’t show ‘how’ to perform each step which stops us from getting too caught-up in the details. Instead we have a ‘birds eye view’ of the end-to-end process and an understanding of the number of steps, functions and/or people involved.

So that’s enough for lesson three and you should now be able to create your first process map. In lesson four we will use Camtasia Studio to record the detailed procedures found in each task or activity so that someone completely new to the process can easily learn how to do it.

Action steps:

If you haven’t already, download & play around with Visio and Camtasia and explore what the software can do
Practise mapping your process in Visio until you are happy that you have captured all the major tasks and activities
Think about the detailed procedures used to complete each task and activity in your new process map

Thanks greatly for reading and you are now ready to dive into procedure video which adds a new dimension to process documentation and learning. See you in Lesson four!

Jason

Avoiding the Uncertainty Syndrome - How to create your own Business Process Videos - Part 2

Jason Nethercott — Sun, 21 Sep 2008 04:49:23 +0000

Welcome back to ‘Growing your Business Successfully using Business Process Video’ (quite a mouthful). This is part two in the series and today we’ll be looking at some basic mapping conventions that will ensure that the first stage of your business process video production process, business process mapping, is clear, simple and relevant.

Before I get started I would encourage you to download Rich Schefren’s new report ‘The Uncertainty Syndrome’ and in particular the section starting on page 30 which talks about the importance of ’systems thinking’. Rich details an eight-step process for overcoming any problem or constraint in your business which is:

Identify a problem in your business
Re-frame it as a systems problem
Probe, get specific and quantify to get to the root of the problem
Get clear about the problem
Get clear about the outcome that you want
Finish the sentence: The solution is to install a system that will……………………. (insert the outcome that you want)
Define the specific system solution (there IS a system for this), and assign the task of creating it
Implement the solution

There’s always a huge amount of value in Rich’s reports and he really understands how crucial good systems are for growing a successful business that produces both freedom and profitability for the owner. Being able to clearly capture, improve and communicate all of your business processes and procedures using Business Process Video eliminates much of the frustration, disillusionment and stress inherent in most ‘regular’ businesses.

So back to part two of our ‘How to’ series. In the introductory lesson one we learned about some software tools that enable us to map and video record our business processes and procedures. We then looked at the most common business process mapping symbols such as the rectangular activity or task symbol and the triangular storage symbol. You should have now experimented with process mapping and may have even completed your own map.

By the end of this lesson you will:

Have selected a simple process within your business
Be aware of three different types of process or work-flow maps
Gained an understanding of some important process mapping conventions
Be ready to complete your first process map

The first step is to select the process to be mapped. It could be the process involved in signing-up for and establishing a profile on a social networking site or up-loading a video using the Traffic Geyser service among many others. You don’t want a complex process that involves numerous systems and crosses multiple functional areas at this stage if possible.

Different types of process maps

There are three different types of process or workflow maps:

Macro
Functional-Activity
Task-Procedure

At this stage we will be completing a ‘Functional-Activity’ also known as a ’Deployment’ process map which captures a middle level of detail and enables us to see problems and where most of the work is being performed. The ‘Macro’ process map captures a ‘big picture’ view of a process and rarely contains more than seven major steps. The ‘Task-Procedure’ process map is at the other extreme and gives us all the specific, granular details that a person completely new to a process could follow to successfully complete the process. Business Process Video largely replaces the ‘Task-Procedure’ map due to its ability to provide far richer information efficiently and effectively.

Process mapping conventions:

As you create your map it is important that you are aware of the following conventions. The first is to identify and define the boundaries of the process. Without defining boundaries you run the risk of missing vital parts of the process, creating unnecessary complexity or creating confusion. If you find that the process is too complex just narrow the boundaries and create other maps to complete the documentation of the process. Maps can be easily linked by using cross referencing.

While adding symbols to your new process map it is a good idea to keep your spacing as even as possible. You should also work from top to bottom and left to right and number each step sequentially. This helps to create a map with greater consistency which aides interpretation.

It is also important to make sure that you use the range of mapping symbols that are applicable to the industry and process being mapped. This helps to build greater ‘intelligence’ into your maps.

And lastly, ensure that the line connectors between inputs and outputs do not intersect but rather pass over and under one another. Also, label the outputs of all decision symbols which will normally have a Yes and No outcome.

So that’s it for lesson two and you should now be fully prepared for getting to work on your first process map. In lesson three we will use Visio 7 to map your selected process.

Action steps:

If you haven’t already, download & play around with Visio and Camtasia and explore what the software can do
Define the boundaries of your selected process
Practise mapping your process in Visio so that it looks similar in format to the process map in lesson one
Read Rich’s ‘Uncertainty Syndrome’ and look forward to creating a world-class business

Thanks greatly for reading and I really hope that you try-out the foundational stage of process mapping before moving on to business process video. Soon you will be able to quickly video record your processes and procedures and grow your business faster and more efficiently than you ever thought possible - just ask Rich!

See you in lesson three and let me know if you have any comments or questions.

Cheers - Jason

The steps to growing your business successfully using Business Process Video - Part 1

Jason Nethercott — Wed, 17 Sep 2008 02:46:39 +0000

This article is the first in a series showing you exactly what steps you need to take to clearly capture your business processes with a richness that goes far beyond current Business Process Management (BPM), tools and practise . You will then be able to easily understand, share and improve your business processes and procedures and focus on optimizing your results, creating a highly aware enterprise.

To produce process and procedure videos for your business that combines the best of current mapping methodology and tools with the richness of video requires a particular format and sequence of steps. As you learn each step it’s important that you practise the format that I will teach you on a simple process in your business.

At the end of this lesson you should have:

An awareness of common business process mapping symbols
Have the software needed to complete your first process map
Have the software needed to video record processes and procedures

Choose one process that you know well and that isn’t too complicated. For my example, I am using a process map that I created for an energy company showing the steps needed to assign tariffs to customer accounts which are basically just different packages of charges (See figure 1).

You will notice that the map shows the steps in the process but not the detailed procedures involved or how to actually perform the tasks. It is at the procedure level that business process video is at its most powerful and can remove a lot of pain and confusion regarding understanding and performing processes.

Now, I don’t want to confuse anyone who is new to process mapping with a detailed explanation of all the elements and the in’s and out’s as it can become confusing. However, I will briefly detail the software tools and symbols that you’ll need to be familiar with to get started. I want you to give mapping a go and see the huge possibilities for creating results and freedom with its application in your business.

Software tools:

Mapping software: Microsoft Visio 7 is cheap and sufficient for most mapping tasks and available at Microsoft (you can use any previous version of Visio but Visio 7 will enable you to produce data-driven maps that will be the topic of the follow-on series).
Screen capture video software: Camtasia Studio 4 or 5 available at Techsmith.com

Don’t fret if you don’t have the above software as you can download free trial versions or use alternative software that you feel comfortable with.

Process mapping symbols:

This is the activity or task symbol and identifies a change to an input in a process

This is the decision symbol and results in a ‘yes’ or ‘no’

The arrow shows the direction of a process flow from one activity to another

This symbol denotes the beginning or end of a process

The storage symbol identifies when an output is stored waiting for the customer

This symbol shows inspection or evaluation of the output

Identifies that the output of an activity is recorded on paper

There are plenty of other symbols in use but these are the most common one’s that are applicable to all business processes. Other, more industry specific symbols include:

A symbol for a gantry crane

The conveyor belt symbol

So that’s it! Make sure that you down-load the software and start playing around with it to build your familiarity.

Action steps:

Mess around with Visio and Camtasia and explore what the software can do
Select a simple process in your business
Practise mapping the process in Visio so that it looks similar in format to the process map above
Imagine the communication, understanding and dependability of having your experience and intellectual knowledge recorded in such a clear and structured format

Thank you for your time in following this introductory lesson and please leave a question or comment. In the next lesson we’ll look at some important process mapping conventions so that stage one of the BPV format, process mapping, is clear and understandable.

Bye for now - Jason

Ignorance of the Pink-Toed Platypus and its mating habits

Jason Nethercott — Sat, 06 Sep 2008 21:25:07 +0000

When I purchased a private language school five years ago (along with a business partner), I thought life was sweet indeed. I kept my own hours, changed things as I felt like it and became important. Things were so good that I felt comfortably ignorant of market and business signals.

I loved systems but found it difficult to establish, measure or improve them so didn’t. I loved learning about new marketing, networking and sales techniques but didn’t proactively implement them. I loved interacting with staff and students and other business owners but not in an attempt to really understand them. In effect I became comfortable with my ignorance and it felt good.

After a year or so when the market headed South so did our business. Problems and issues started to arise. Staff started turning-up late for work, students were complaining about teachers and less students were coming. All that was buried in the depths of my ignorance began to arise and create havoc! We ended-up selling the business after protracted negotiations with the new owner and I felt relieved to get the school off my hands.

It was not until several months later that I began to gain some clarity about why things turned-out the way they did. Things that I didn’t do that I should have done became obvious. For a time I felt guilty and ‘beat myself up’ for all the things that I should have seen and should have done. That stage passed and a sense of quiet understanding overcame me - the lessons had been received and I was now able to move on.

The take-a-way is that the more you shed light on or elucidate areas of your life the more you and your business will grow. It may not happen in the way you intend and it may be uncomfortable but when you reach the other side you are thankful that you embarked on the journey. That amazing Pink-Toed Platypus that you think your business is might just lose its mates through ignorance so don’t let it happen.

Jason

What are you doing that’s killing your chances…video your way to job success!

Jason Nethercott — Sun, 31 Aug 2008 03:13:29 +0000

When I was preparing for a job interview as a business process analyst at a large corporate company a couple of years ago, I knew I had a problem. I’m a waffler and I would attempt to answer questions from 90 different angles with 360 explanations of specific degrees of influence that could affect each! To make matters worse, during interviews I would be so busy explaining, describing and clarifying that I would often forget the original question and suffer through one of those ‘long, silent periods’.

Well it was time to do something about my interview performance before this next big interview. I needed to take a more scientific approach and see myself in an interview situation - how were my explanations addressing those tricky behavioral questions, did I look relaxed, where was I looking, was I speaking too fast? Essentially, I needed to see my many mistakes ‘warts and all’, review and improve!

So I turned to what any good professional sports team coach would do to dramatically improve results and used video analysis! It helped that I created a realistic setting and took the whole exercise seriously but what a huge benefit it was and it didn’t cost a dime!

I had two friends ask me a variety of relevant interview questions while being videoed using my Sony digital handy-cam placed on a tripod. After listening to my friend’s feedback we would all review and discuss the video which I’d play back on a large TV screen. It was so much more believable and impactful for me being able to actually see myself objectively in the actual interview situation - a total revelation!

It took around 90 minutes to go from waffling, indirect answers to clear, relevant and structured answers with good examples. My confidence also increased throughout the session from being able to see my progress from the first recording to the final one and it felt great knowing that I was communicating so much more effectively.

So what happened in the actual interview? It was a breeze - I had good eye contact, felt relaxed and confident, answered clearly and concisely and enjoyed the whole process. I was offered the job the next day and started work two-weeks later at the highest paying job I had ever had! Interestingly, it wasn’t really the role that suited my strengths, qualifications, or experience but I got it anyway and learned a lot!

Are there any situations where you have used video to clearly see what has been ‘going on’ and where you may have been ‘killing your chances’? If you haven’t used video to see and improve an aspect of your life or business give it a go as you will be astounded at the clarity and increase in performance it will bring at a minimum of your time.

Thanks greatly for reading and please leave a comment.

Jason

The growth/dysfunction paradox!

Jason Nethercott — Wed, 20 Aug 2008 08:17:33 +0000

Why is it that dysfunction so often increases the more our business grows? The start or purchase of a new business is often a joyous time full of hope and promise. We continue to believe the lie that is entrenched in the ‘employed’ that we can now enjoy the freedom that being our own boss will bring us instead of pandering to superiors.

If we are lucky the ‘honeymoon’ goes on for months or maybe years and seems very ‘real’. It may seem like we don’t really have to work that hard on the details such as marketing, book keeping or systems as things are running ‘just fine’! We think that simply continuing to do what the previous owner showed us or what our professional advisor’s tell us is quite sufficient.

So things get even better - the market is ripe, business is booming and customers are buying! We need to expand operations so we hire more staff, lease new premises or buy new hardware that will help us do the work that we do faster and in greater quantities than before.

But we start to strike ‘issues’ with increasing frequency. The landlord hikes the rent, our new employee starts coming late for work, some customers are paying invoices well after the due date, our product has a persistent malfunction etc. Things are starting to go wrong just when our business is showing so much promise.

At first the symptoms are subtle but grow increasingly disturbing and substantial over time. The issues take on a life of there own with a building inertia! You are now experiencing the growth/dysfunction paradox which states that the greater the growth the greater the problems!

We conveniently blame our people, customers or market place. However, the reality is that "85% of organizational problems can be attributed to processes with the remaining 15% falling into the people category" (Dan Madison, Process Mapping, Process Improvement, and Process Management). If your business has no systems and processes in place dysfunction will only increase with growth.

So the choices we have to address this paradox are to down-size or systematize. By down-sizing we can maintain personal control of every aspect (or as much as possible), of our business which will consequently severely limit growth, kill us or create a business that replaces our life as we know it. The problem is that markets change and as demand for our product or service wains so does our income yet working hours will often increase.

A far better solution is to ‘nail down’ our systems and processes carefully so that we can be confident that key functions of our business are reliable and dependable. We do the internal work to grow our ‘business consciousness’ so that our core processes are clear and understood. We then continually try, tweak, improve and test the latest and greatest techniques, tactics and information relevant to today’s marketplace. We keep what works and throw-out what doesn’t.

We must be acutely aware that the successful business owner is a ’surgeon’. We must keep the heart pumping while constantly repairing, improving and re-building the many systems that ensure the survival and growth of our businesses over the long term.

Thank you very much for reading and please leave a comment.

Jason

Could your business work like the Moniac money machine?

Jason Nethercott — Sat, 26 Jul 2008 23:44:15 +0000

Ever since I heard about the amazing Moniac machine made by fellow New Zealander Bill Phillips in the 1920’s, I’ve been intrigued by the idea of a "business machine". Now, I’m not talking about IBM and business machines that complete routine business tasks but more a machine that communicates key information clearly, in this case "Physically" - intrigued?

Bill designed and built the Moniac machine (Monetary National Income Analogue Computer), to show the macroeconomic flow of money in the United Kingdom national economy. Of course, in the 1920’s the nearest thing to a modern-day PC was an abacus and you couldn’t just create a new piece of software to run on one of those! So, Bill did what any keen man would do by getting out into his shed and employing hammer and nails.

As it turned-out Bill’s father had taught him quite a bit about hydraulics and fluid dynamics so Bill decided to build a new fangled water wheel type device. What Bill came up with was a hydraulic, physical model. Although not overly aesthetic, the Moniac did prove to be a fantastic and accurate ‘living’ machine.

Water was pumped into the top of the machine and then filtered down though a central column and into various pipes and chambers that represented various ’siphoning’ functions of the economy such as health, tax or education etc. Once in equilibrium, the Moniac could be ‘upset’ by changing any of the variables. For example, the tax rate could be altered and then the impacts traced through the machine as it readjusted to a new equilibrium.

The amount of available money in the Economy was represented by how much water was in the top tank. The net flow of money in the system would gather in a tank at the bottom and was then available to be pumped back to the top to restart the cycle.

The great thing about the Moniac machine was that it took into account the dynamic nature of an economy. Any Economy (like any business!), never stands still, things are rarely held constant and each time any variable is changed, the effects ripple through the economy in a number of ways. For example, a tax rate change will effect disposable income which will affect saving and investment. The machine solved nine simultaneous equations to achieve a new equilibrium.

The Moniac machine proved popular with economists around the world. More Moniacs were built and sent to four British universities, to Melbourne University and Harvard Business School. The physical nature of the machine brought a certain tangibility and realism to the model that was interesting and fun!

To quote from NZIER: Written explanations cannot do justice to the impressiveness of the Moniac – it is something that is best experienced ‘live’. It is a valuable, entertaining and unique teaching tool that shows students that economies are very complex entities in which everything is linked in one way or another and to varying degrees. Observing the MONIAC in operation made it much easier for students to understand the interrelated processes of a national economy.

Wouldn’t it be great to have a tangible model/machine of your business - one that enabled you to clearly see each key element and how any tweaks and changes impact every other key element. Your customer service levels fall to 70% satisfaction which effects your repeat purchase frequency which effects your net profitability etc.

To clearly see all the processes and procedures in your business holistically would create a fully ‘aware’ organization that could be understood and improved easily. This would enable your business to continuously evolve through applied and tested ‘best practice’ in every key area.

It is my passion and vision to create just that, a Business Operating System that enables business owners to develop fully aware business that can be easily improved and shared as they thrive in the today’s uncertain economy. Thank you so much for reading and please leave a comment.

Jason

Putting your business’s Cart before your Horse!

Jason Nethercott — Sun, 20 Jul 2008 02:43:09 +0000

It never ceases to amazing me when I see businesses doing the basics so poorly! Why is it so hard to get the simple things right. You’d kind of think that because they are the fundamental pillars on which a sound business is built that they would be understood, measured and replicable for ’structural integrity’ - but noooo!

Take poor customer service for example which is a common complaint from many customers. My Sister has just returned from a week’s vacation with her husband and three kids. The day she got back she realized that she had left her mobile phone charger in the hotel room. Well, thinking it would be simple to have the (small and light), charger sent the hundred or so miles back to her, a phone call to the hotel owner left her scratching her head.

Now, my Sis had just spent quite a few hundred dollars on accommodation and food and stayed at the hotel the previous year so was a returning customer (a nice type of customer to have). Yet, in response to her inquiry on how best to have the charger returned to her the response was "we don’t have any envelopes". Being nice, my Sister offered to send a postage-paid envelope to which the hotel owner eagerly agreed as a great idea.

The result, my Sister needs to limit her use of the phone to preserve the battery, go-out and buy a postage-paid envelope ($4), address & send it in another envelope, hope that it doesn’t take too long for her envelope to arrive at the hotel and for the hotel’s owner or staff to mail the charger back to her, and then hope that the charger she receives is actually the correct phone charger! All in all a messy, time wasting and needlessly painful process due to a business owner that didn’t do the basics right and will be punished by a good customer never returning or passing along a positive story.

The money needlessly lost by business owners and their staff/workers not doing the basics right must run into many billions of dollars. Yet, with clear, understood and sound systems, processes and procedures in place in a business you can rely on the stability that comes with solid business foundations. Business owners can then reap the rewards of happy customers who are happy to pay - again and again!

Thanks for reading and please leave a comment on your customer service experience whether good or bad.

Jason

How the iPhone 3G can help your business

Jason Nethercott — Wed, 16 Jul 2008 05:32:23 +0000

The iPhone 3G has now been released and with it comes a world of opportunity for savvy small business owners. The iPhone 3G’s use as a portable video player is a big part of the reason why consumers are purchasing the very cool device in droves. The future of portable communications through iPhone type devices is only looking brighter.

So why is this important to business owners? Well, it means that you now have another important and viable channel of communication through which to educate your workers. It is getting easier and easier for you to share your process, procedure and informational videos to workers no-matter where they are. This enables you to take better advantage of the power of video to respond to the most current methods or systems that can be rapidly and accurately communicated and employed by workers to the benefit of your business.

In a blog comment posted by Jennifer O’Meara on the Marketing Profs site yesterday, she mentioned that "In studies authored by DoubleClick, Google and AOL, audiovisual content was found to drive an engagement rate 4 to 7 times higher than static image and text." What this means is that your process and procedure information has a far greater chance of "getting in" and consequently being accurately applied.

The iPhone 3G’s video quality is crisp, clear and colorful and its 3.5 inch screen is easily capable of displaying 480×320 video. Just imagine the ability to share your company induction video to new workers or a presentation of your company vision, mission, goals or objectives quite apart from the systems you use and how to use them.

The only limitation for business owners wishing to fully benefit from iPhone 3G video communication is the lack of a video camera. However, it is highly likely that future releases of the iPhone and competing products will include high-quality video cameras. With the addition of a video camera, the remote and rapid assessment of some business issues and problems by using a "quick ‘n’ dirty" method will become much easier.

The future looks bright indeed for rich mobile communications that business owners are able to leverage for business growth and success in an increasingly competitive market place. Please leave a comment and thank you for reading.

Cheers

Jason

Should we return 90% of our Internet marketing courses but not ask for a refund?

Jason Nethercott — Thu, 03 Jul 2008 22:41:01 +0000

How many thousands of dollars have you spent on Internet marketing courses and software? If you are like most of us budding gurus you will have spent a small fortune.

But how much have you actually applied consistently from the courses and software that you’ve purchased? I’ve spent at least $20 thousand dollars and of the notable one’s - I’ve consistently used a bit out of John Reese’s Traffic Secrets regarding AdWords ad creation and nothing from Jeff Walker’s Product Launch Formula and Eben Pagan’s Altitude course.

Does this mean the courses and software were no good and a waste of time - absolutely not! The information in those courses was brilliant and I was 200% satisfied with my purchases. It’s just that putting it into practice was so hard.

I read all this great information until my head was swimming and couldn’t wait to apply it. The trouble was that I’d apply one technique or use one piece of software for a time but then my enthusiasm would wane as other priorities would arise, changing my focus. In other words I used a "piecemeal" approach to using the information and it tended to produce, well, "piecemeal" results!

Another barrier to extracting the full value from the courses and software was not capturing the information or methodology that was directly relevant to my business in a meaningful format. One that I could readily access and quickly consume just when I needed it. As Yaro Starak stated in his e-mail to me this morning "No methodology. No process." and without a clearly captured process that can be clearly communicated, the best Internet marketing courses and software simply can’t transfer there full value.

So I’ve got nine simple steps for you to follow to test how much more value you can extract from the wealth of information contained in many of your IM courses or software:

Devour it all - watch every DVD or CD, listen to all the audios, read every guide or manual
Prioritize the information, techniques, methodology, software etc that are relevant to your business
Review, learn, apply and test each starting with the top priority
Keep the info, techniques, methodology, software etc that produce positive results & discard the rest
Download a free trial copy of Camtasia Studio from Techsmith if you don’t already have it
Record and describe the "real time" process that you are using to achieve your positive results
File the video in your new "Process & Procedure Video Library" under the relevant functional area eg. marketing, finance, product development etc
Give the video(s) to an employee or outsourced worker so that they can produce consistent positive results for your business
As new methodologies, techniques, software come to your attention rinse and repeat

Let me know how you find it and best of luck with building a solid base of "best practice" processes and procedures for your business drawn from the very best Internet marketing information available!

Thanks for reading - Jason