K2 Process / Workflow Automation – Questions to ask

By peter.stilgoe





PROCESS QUESTIONS

1. Does the process require reporting, auditing, compliance or version control?

2. Can the process be mapped? Or has the process been mapped and optimized already?

3. Is this process in operation today, electronically, in paper or otherwise?

4. If the business process is new to the business, have the necessary participants of the process been informed and involved in the change management and business improvement exercise?

5. Do you have a paper forms and folders that are passed around?

6. Is this process time sensitive? Are there service level agreements? Do you need escalation points when specific time limits are reached based on your SLAs?

7. Do you have a business process that requires more than one type of review or decision at the same time?

8. Does the process share information with any other process?

9. Does the process run for a long time?

PEOPLE QUESTIONS

1. Will tasks need to be performed on behalf of another person?

2. Will the process involve the participation of the entire organization?

3. Are the process participants geographically dispersed?

4. Does the process need to escalate if someone fails to action it?

5. Do multiple people need to review and sign this off?

6. Are external parties involved in the process, for example regulatory agencies, customers and partners?

7. Is it important to notify users of process status?

8. Is overall process visibility important, for example for employees, managers, executives or auditors?

9. Do you need visibility into your process, like who is doing what and how long does tasks take to complete?

  • Share/Bookmark

Card Sorting: helping figure out your ‘best fit’ site taxonomy

By peter.stilgoe





Card sorting is a technique that many information architects (and related professionals.) use as an input to the structure of a site or product. With so many of us using the technique, why would we need to write an article on it?

While card sorting is described in a few texts and a number of sites, most descriptions are brief. There is not a definitive article that describes the technique and its variants and explains the issues to watch out for. Given the number of questions posted to discussion groups, and discussions we have had at conferences, we thought it was time to get all of the issues in one place.

This article provides a detailed description of the basic technique, with some focus on using the technique for more complex sites. This article does not cover some issues such as the use of online tools, which will be covered in a future article.

Read more…….

http://www.boxesandarrows.com/view/card_sorting_a_definitive_guide

  • Share/Bookmark

NHS Guidance: Microsoft Office SharePoint Server 2007 Information Architecture

By peter.stilgoe





This guidance helps healthcare organisations apply a chosen information architecture or taxonomy within a 2007 Office system environment. Microsoft Office SharePoint 2007 Information Architecture describes how to plan and design an information architecture and provides step-by-step instructions showing how to configure Microsoft® Office SharePoint® Server 2007 with these settings.

This guidance is suitable for use by healthcare organisations that currently:

- Have content stored in local drives and file shares
- Archive records manually
- Have a basic Web server with Web master-controlled publishing
- Have not yet deployed Office SharePoint Server 2007, or have recently deployed Office SharePoint Server 2007 and wish to plan a portal structure and information architecture

Solution Accelerator – Scorecards

This solution accelerator acts as a template for configuring a management dashboard to track organisational metrics. It contains four example dashboards ranging from a primary care practice to a healthcare organisation’s CEO dashboard with metrics based on the healthcare targets for 2008. The solution accelerator also includes online guidance explaining how to customise a dashboard for a healthcare organisation’s needs.

This solution accelerator is suitable for use by healthcare organisations that currently use :

- Static paper-based documents to track performance with manually-entered performance metrics

- Static, decentralized, and highly-IT dependent reports

- Standalone spreadsheet-based analysis

  • Share/Bookmark

Enterprise Content Management can lead to big savings for the NHS

By peter.stilgoe

A recent study conducted by ioko for a typical NHS Trust indicated that over half the respondents found it difficult to find information and could not be sure they were using the latest version of the document. 32% indicated that they spent between 2 to 5 hours or more per week searching for information.

You do the maths !!

  • Share/Bookmark

About Me

Sharepoint / MOSS / K2 /Nintex / IA / BI / InfoPath Consultant