Processes as Projects Dr Bryson Le Mone Owner

Processes as Projects Dr. Bryson Le. Mone Owner Front Sixth

Introduction Use Case Core Business Principles Project Based Work 7 Project Type Examples

Use Case: Matters Foundation Structure Space and Purpose Finishes Occupancy

Use Case: Processes

Case Management Vs Process Management Housing Tracks ● ● ● Standardization Horizontal Growth Large Footprint Layout Independent Apartment Buildings ● ● ● Standardization Vertical Growth Small Footprint Alignment Interdependent

Our Use Case ● ● ● Group Dental Practice with 6 locations A centralized support company (Front Sixth) Centralized Marketing A Dental Lab A Real Estate Company We have a total of 10 Orgs in Filevine

Use Cases and Core Business Principles of Business do not change Product, Policy, Price, Procedure and Procurement do Direction Autonomy Communication Alignment

How are these principles best leveraged in your employees? Project based team work that is focused on a process.

Project Based Work Advantages ● ● ● Create teams that put the decision makers in place Autonomy to move quicker and act faster Provide a clear objective with a start and end point Define roles of who does what Centralize and control communication Leverage your Human Capital

Processes as Projects ● Team Based ● Founded on the principles of Direction, Autonomy, Communication and Alignment ● Some Sequential ● Some Interdependent

Processes and Project Type Examples ● All Project Types are a part of a Core Business Process Revenue Cycle Customer Acquisition Product Development Accounting Management Quality Control Employee Development Employee Management IT Management ● Core Business Processes are shared across most lines of business

7 Project Type Examples Three from Employment Cycle Processes Three from Employee Management Processes One from Office Management Processes

The Hiring Process as a Project “We hire people who want to make the best things in the world” --- Steve Jobs

Clear Directions on the Process 1. Why a new employee is needed 2. Approval Process 3. Usernames and passwords to employment websites 4. Links to online forms 5. List of company employment positions

Instructions Field as a Resource of Information 1. Links to great interviewing techniques 2. Standardized and legal questions

Compare applicants in a Collections Tab • Number fields for ranking • Drop down menus for positions • Date fields for interview dates and start dates

Use Document Generation Employment Contracts Welcome Letters Onboarding Processes

Employee Orientation as a Project • Ensure that the process is complete and standard just like your intake process for a new case • Develop instant rapport and connection

Use autotasks and roles to “divide” up tasklist of things that need to be completed Consider a printable checklist?

Autotask s

Employee Termination as a Project The decision to terminate an employee may require review of performance, training records or corrective action. It may also require access to employee documents.

Use the Related Tab to access other projects in Filevine.

Employee Management Processes

Employee Tracking as a Project

Employee Personnel Folders • Phases: Active Employees Inactive Employees • Permissions • Documents Tab Has Folders – License, Health Record – Continuing Education Certificates

Many Tabs or Sections

Employee Roles as a Project • • Lateral Management Forum for Best Practices Team Building and Sharing People who have the same job description are part of the team

● ● Living Job Descriptions Standards of Measurement Teams and People Projects of which they are Primary

Holding Team Meetings as a Project A Tab as the Meeting Agenda Allows for reminders on action items Allows for multiple people to add to the agenda Allows for incorporation of Mission, Vision and Values

Office Management Processes 1 Compliance and Reporting 2 Facility and Equipment 3 People and Vendors

Tracking General Facility Information as a Project

1 Business License Numbers Merchant Numbers Computer Passwords 2 Online Vendor Login Info 1 2 User Passwords 3 3 Site Certifications Permits Machine Maintenance

Summary We use Filevine to manage approximately 130 UNIQUE processes • • Employee Facility Patients Marketing

Summary Leveraging human capital Direction, Autonomy, Communication and Alignment Filevine provides the necessary structure and tools THANK YOU