Process Compare
Risks and Controls
Tasks and Notifications
iPad Support
Single Sign-on
Role-based Views
UI Enhancements
Revision Mark-up
Usage Statistics
Process Analysis

Operations Managers

Operations Managers motivate staff and boost performance while minimising costs, ensuring tasks are carried out accurately and in line with governing regulations while promoting a sustainable working environment.

Boost productivity by using standard operating procedures (SOPs), linking risks and controls, work instructions and supporting material to support tasks. Users can step through processes referring to related work instructions and supporting documents for additional information if necessary. SOPs are in context to each individual role, continually updated so that it’s consistent and relevant across the entire organisation. Favourites, Tasks and Notifications and Subscriptions can all be used to manage workloads. To help employees quickly grasp responsibilities, dynamic RACI charts can be automatically generated for process areas to show who is accountable or involved in each process step.

Maximise efficiency and accuracy by harmonising or simplifying processes as the BMS has Process Compare functions for standardisation.

Minimise costs by using activity-based costing and Path Analysis to drive cost-efficiencies. Measuring against parameters such as lag time, volume and cost, reports can be exported in Excel format to determine where and how to reduce costs. Being connected to work instructions and regulations, processes which are imperative for compliance are maintained.

Boost employee engagement by using Discussions to spark conversations, allowing the circulation of knowledge and the sharing of improvement initiatives via Change Request capabilities. Monitor engagement by referencing Usage Statistics and rewarding employees for their contribution.

Automate accessibility by avoiding the need for multiple passwords. Access can be granted immediately to users via the Single Sign-on function, saving time, labour and costs on implementation. Organisations can safely and securely authenticate domain users on an externally-hosted server, avoiding the need to configure, maintain and upgrade the server internally. Modelpedia can also be employed as SaaS for quick and easy offsite access.

Promote a sustainable work environment by encouraging usage of the digital platform to replace a reliance on documents.


Knowledge Managers

Knowledge Managers maintain and share a consistent body of knowledge which can be easily accessed and understood by the workforce

Maintain a consistent body of knowledge by using the BMS to facilitate a common and shared understanding of the organisation, its people, processes, strategy and technology. Proper maintenance of information streamlines knowledge and avoids duplication.

Connect additional information directly to processes by linking data from 3rd party applications such as Microsoft SharePoint. Process Steps can be connected via a URL to the relevant documentation for direct and quick access.

Encourage knowledge sharing and engagement using the Discussions tool and Notifications. Information is clearly outlined and structured making it easier for users to comprehend. Maintain confidentiality by allocating User Permissions and access to information.


Training Managers

Training Managers focus on motivating, engaging and building a skilled workforce in a quick and cost-effective manner

Accelerate training needs analyses (TNA) using the process related data captured by the BMS to quickly run a report to identify responsibilities

Generate, structure and update training courses by using tools to generate Training Suites, Training Courses and Training Modules which can be connected to processes. By using a model-based approach, material can be kept consistent while processes and supporting material can be easily updated or re-used to populate documentation for training

Speed up the induction process using RACI charts which can be automatically generated for process areas, enabling process owners to quickly understand who is responsible or involved in each process step. Use Tasks, Notifications and Subscriptions to keep track of training sessions

Motivate employees and encourage participation using the Discussions, Favourites and Subscriptions tools to voice concerns or improvement initiatives Educate employees globally or working off-site by encouraging usage through Single Sign-on or SaaS for quick accessibility to documentation and training material.


Risk and Compliance Managers

Risk and Compliance Managers monitor changing regulations, ensuring changes are fully-implemented by the organisation so that it remains compliant

Map processes to regulations by linking all business elements in the business process diagram so that they’re traceable and closely connected to operations. Being clearly outlined, this enables a clear understanding of the impact on workflow, ensuring the organisation remains compliant.

Ensure existing processes remain compliant using Watched Items and the Periodic Process Review. Generate a review schedule with automatic notifications sent requesting regular review and approval of policies, procedures and processes by stakeholders and process owners. Mitigate risk by ensuring that the individuals responsible are checking to keep everything updated. As part of the lifecycle, incomplete tasks will prompt an automatic escalation of the task to supervisors, ensuring that the organisation remains compliant.

Communicate changes to regulations by updating Controls when obligations change, communicating changes to individual policies by using Revision Mark-up and Notifications.Confirmation Tasks can be sent to employees ensuring changes are clearly understood.

Report internally or externally by showing a Regulation Summary either on Modelpedia, with direct links to processes which are connected to individual obligations, or exported in Excel, Word or PDF formats.


Change Managers

Change Managers guide business transformation by directing change, ensuring a simple and seamless transition across the entire organisation for growth.

Accelerate change by using your existing operational model as a baseline for your next transformation program, fast-tracking your ability to initiate and execute large scale business transformation programs.

Achieve a seamless transition using the Change Management Lifecycle to monitor the transformation process, ensuring sure change is implemented across the entire organisation in a timely and accurate manner. Being shared, all members of the workforce are included across the changes rather than just senior executives, driving commitment from all employees.

Three types of workflow which are fully supported by tasks have been enabled, including:

1. Ad Hoc tasks, which are raised by content creators against items and then actioned in the published model. These can be scheduled in accordance with project timelines to ensure deliverables are delivered in a timely manner 2. Periodic Review of content, so that already approved and released content can be periodically reviewed and re-approved 3. Change Management, where Change Requests form the scope of changes, which are promoted from Development into Production The Change Management Cycle is functional on its own but can also now be complemented by the Periodic Process Review. Ad-hoc tasks, which are great for the commencement of a new project, can be integrated with Periodic Process Review for those reluctant to implement the full Change Management Cycle.

By generating automatic Notifications to ensure changes are reviewed and approved before they’re applied and released publicly, you can ensure change does not disrupt compliance.

Conduct regular reviews of the transformation process using the Change Management Lifecycle and Change History to track the changes made, referencing Item Level Version Control and Model Level Version Control if required to check what and when changes had been applied along with the user responsible for its application. The Dynamic Traceability and Impact Analysis function enables change managers to test solutions before they’re implemented while connecting processes to policies.


Project Managers

Project Managers deliver projects accurately and quickly to achieve business objectives

Review processes and identify best practices for effectiveness, quality and simplification through the Process Compare function which allows analysis through multiple parameters. This function helps determine the best processes to achieve desired outcomes. Results can be exported in Excel format with variables (lag time, volume, cost etc.) adjusted for further examination. Processes can be simplified, standardised or removed in order to maximise efficiencies and reduce costs.

Trace responsibilities and accountability while ensuring correct implementation by communicating and monitoring project milestones and budget through Tasks, Watch Lists and Dynamic Traceability and Impact Analysis. This enables users to trace relationships between items, allowing a quick and efficient identification of the potential impacts of change.

RACI charts can also be generated for process areas to understand who is accountable and involved in each process step.

Using the BMS for project management avoids fragmentation and minimises errors, ensuring accurate implementation so that the final outcome matches the business objective.


Process Owner

Process Owners direct the design, development and optimisation of processes ensuring these adhere to overall strategy and vision.

Predictive modelling and scenario analysis via Process Compare, using path analysis to identify barriers and best practices. Incorporate various metrics for analysis to identify constraints and inefficiencies in order to find process improvement opportunities to achieve desired outcomes.
Reports can be easily generated to show clients paths with high variances and workloads to help change pricing strategies or justify increases.


Process Managers

Process Managers are responsible for the operational management of a process, guiding process practitioners in achieving outcomes

Plan, coordinate and delegate processes by using the business process diagrams and tools to ensure connection between each process, user and outcome. Responsibilities can be clearly outlined and understood by each process practitioner.

Monitor implementation to ensure quality of outcomes by using the business process diagrams and tools for traceability.

Report internally or externally by using the information from business process diagrams to generate Process Reports either in Modelpedia or exported in Excel, Word or PDF formats.


Process Practitioner

Process Practitioners produce outcomes by executing processes in an accurate, compliant and efficient manner

Ensure outcomes are produced efficiently, accurately and safely by referring to the Risk and Control functions, supporting documentation and work instructions linked to each process. Risks are attached to each individual process and highlighted to ensure ramifications are considered before processes are executed. Controls are linked to Process Steps in the scope of each role with a Controls Summary Report available for a full list of relevant controls.