In any business, we have to balance resources in the form of money, technology and people. When it comes to people and process, transparency and continuity are two key concepts which can make your processes run more smoothly. In this session, we will define both of these terms, and discuss how they can be used as guiding principles in the context of process improvement.

1. When Process is People: Defining
Process Continuity and Process
Transparency
Highlights and Q&A - NYBPP Meetup
09.17.2018 | CAVI CONSULTING

2. Samuel Chin
Samuel is the co-founder and chief process scientist for Cavi Consulting, a process
science consultancy helping businesses to remove obstacles to energy flow and
more effectively automate, scale and grow.
Experience
Samuel has consulted for small-to-enterprise level companies across a wide range of
sectors and verticals, including financial services, resources, legal services, media
and digital services, in both the for profit and nonprofit domains.
Education and Certifications
Samuel holds an MBA from the University of Richmond, and a B.A. from the
University of Virginia.
Samuel is certified in Lean, Six Sigma, Change Management (PROSCI), Project
Management (PMP and CSM), and is a CMMI associate.

3. Agenda
● Process Continuity
○ Defining continuity
○ Process Flow
● Process Transparency
○ Reducing data costs
● Summary
● Q/A
○ How does risk and compliance factor into creating continuous flow?
○ What are the right metrics to measure a process?
○ What is the difference between specialization and cross training?

4. The Power of Process Continuity
How can process improvement increase flow?
When your business can understand obstacles to flow, it can redesign processes to be more
continuous and increase value creation at a lower cost.
Process continuity measures the degree to which processes are designed and managed to optimize
value creation.
When process continuity is high in an organization, it directly translates to processes which have less
variation, defects, and waste.

5. Impacts Flow?
What does this flow feel like...
1:
Versus this flow?
2:

6. The Power of Process Transparency
When your business can clearly articulate its process data to all its employees and stakeholders,
process transparency and cohesion in the human layer of the business increases - this drives
significant increases in an energy flow and self-driving process optimization.
Process transparency measures the degree to which information that describes a process and its
value objective is complete and available for everyone who is involved in the process.
When process transparency is high in an organization, it allows the flow of business energy (labor
and capital) to route itself to the right processes without administration or ambiguity (allows for
pull).

7. Process Transparency Reduces Data Transfer Costs
● Increasing transparency and reducing uncertainty ALWAYS reduces cost
If you spend less energy sending information and less energy receiving/parsing information, you will
be fundamentally optimizing your data transfer process.
● What do people need to know?
Anything they want! Let employees and contacts pull any information they want. The more
transparency, the more cost is saved.

8. Transparency Applies to All Data
Process Transparency covers openly and
immediately sharing any actionable data you
own with anyone or anything that requests it.
● This could be personal data such as
your history, preferences, or vacation
plans
● This could be business data such as last
quarter’s financial performance,
products you have in the pipeline, or
your secret recipe

9. ● Continuity is directly related to the efficiency, or profitability, of a process
● Flow is impacted by any non straight through process design
● Transparency reduces data transfer costs and increases continuity naturally
● Transparency applies to all data and staff!
Summary

10. Q&A
Answering questions from the meetup

11. Question 1: How does risk
and compliance factor
into creating continuous
flow?
● Sometimes risk and compliance process
activities must be included in process that
reduce continuity. In these cases you are
increasing your process costs and should
balance it judiciously using cost vs benefit
analysis

12. Question 2: What are the
right metrics to measure
a process?
● There are no “right” set of metrics, but for
process management, the universal
variables include: cycle time, wait time,
lead time, cost of labor, cost of poor
quality, and fixed resource costs.

13. Question 3: What is the
difference between
specialization and cross
training?
● Cross training refers to training staff at a
similar experience level to do all functions
available within the operation appropriate
for that experience level. Specialization is
the degree in which a resource can only
perform a subset of functions at a
particular level out of all the functions
they could know and perform.

14. Thanks for coming!
● NYBPP Meetup:
○ Please leave us a positive review!
● You can view all of our past slides over on
Slideshare.net:
○ Slide Decks from Past Meetups
● Also, join our Facebook Group!
○ https://NYBPP Meetup Facebook
Group
● Finally, check out more process insights at:
○ www.caviconsulting.com