Grassroots to Special Forces: Developing a Toolset to Transform Performance at Elevations Credit Union (slides)



  • Type:
  • Published:
  • October 23, 2014
  • Author:
  • Carla Wolfe
  • Pages:
  • 28
  • Price:
  • Member: FREE

In the last five years, Elevations Credit Union has transformed their organizational performance. They started with tribal knowledge and have matured to over 200 documented and measured business processes using APQC's Process Classification Framework and other tools. In these slides from APQC's 2014 Process Conference, Carla Wolfe from Elevations reveals how Elevations built an enterprise process map and how the organization's collaborative use of software tools provided a platform for cross-enterprise engagement and viral cultural change. Learn about their step-by-step journey including how they maximized the robust functionality of software using "tags" for tracking process maturity, "spaces" to replicate the enterprise process map, "color-coding" to track issues, "comments" to ensure remote collaboration and stakeholder validation. Learn about the toolset Elevations developed to ensure common language and methods were employed and accessible to entire organization.

Discover how the grassroots development of process gurus became known as the "Special Forces" and have helped shape the BPM culture by provide coaching and oversight in process development. Carla shares how the BPM methodology is firmly entrenched in the way Elevations operates and has become the backbone of their Knowledge Management discipline. Also learn how Elevations is now able to roll-up process metrics to an enterprise level dashboard reviewed by the senior leadership team in a series of monthly meetings known as the Operational Rhythm. Performance is reviewed, process improvement action plans are developed and monthly the dashboards are reviewed for results from actions plans.

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