SCOR Process Modeling Workshop
Click to edit Master title style
Understand how to capture and document your
processes using the SCOR standard
Objectives
• Understand the types of models
• Learn how to collect process information
• Learn how to document processes
–
–
–
–
Business scope
Geographic map
Thread diagram
Workflow
• Hands-on documentation exercises
1
The What and Why of Modeling
'Modeling' has two major components:
• Gathering process knowledge and
• Presenting process knowledge
Questions
• What is the purpose of each? (i.e. why do you model?)
• Have you modeled before?
• Why? What did you use it for?
• What types of models?
2
SCOR Supported Model Types
3
Business activity
Diagram Type
Description
Managing lines of
business
Scope diagram
Describe what is in scope, vs.
out of scope
Managing supply
chains
Geographic map
Standard view for supply chain
owners/managers (what is
sourced, stored and/or goes
where)
Managing supply
chain configurations
Thread diagram
Level 2 process decisions.
Replace, reposition and/or
eliminate processes
Managing processes
Workflow
Level 3 and 4 process decisions.
Outline process disconnects,
missing information
1. Gathering Process Knowledge
Tag-Yourself-To-An-Order;
Proven technique to obtain generic process descriptions:
– Follow the logical flow of an order through the process.
– Each level 1 process has an order (except Plan): Customer order for
Deliver, Production order for Make, Purchase order for Source and
Return Authorization for Return.
– For each order start with the process of order creation and follow
the order and document each activity until the order is closed.
– Similarly follow the steps of the planning cycles you encounter.
– Finally cover any process you have missed so far; Use your SCOR list
of processes as a check-list.
Hint: To obtain generic descriptions for an end-to-end supply chain:
Start with Plan, then Deliver, Make, Source.
4
2. Presenting Process Knowledge
It's all about the message
• What is the problem you want to call out
• Types of problems: Disconnects, redundancy, duplication,
complexity, forced standardization
Realize the impact of unintended
interpretations by your audience
• Color coding
• Size
• Direction
5
Read more
• Edward R. Tufte wrote several books on
how to convey information using color,
size, direction and more.
• Object Management Group maintains a
standard for process notation.
Documenting the graphical objects to
describe aspects of workflow
What does this tell you?
• The S process is
orange = broken?
• Red flows are
broken?
• Thicker arrows
mean larger
volume?
6
How about this?
• Why is M2.2 bigger
than the others?
• Does M2.1 take
place before or after
M2.1?
• Who does S1.4?
7
SCOR Supported Model Types
8
Business activity
Diagram Type
Description
Managing lines of
business
Scope diagram
Describe what is in scope, vs.
out of scope
Managing supply
chains
Geographic map
Standard view for supply chain
owners/managers (what is
sourced, stored and/or goes
where)
Managing supply
chain configurations
Thread diagram
Level 2 process decisions.
Replace, reposition and/or
eliminate processes
Managing processes
Workflow
Level 3 and 4 process decisions.
Outline process disconnects,
missing information
Business Scope Diagram – Template
Defining scope:
• State what is in scope
• State what is NOT in scope
Both are equally important
9
Business Scope Diagram Exercise
• Select a line of business
within your team
• Agree on the scope
• Complete the template
• What is the value of this
view?
• Any alternatives?
10
Steps to create the Scope Diagram
1. Create/open the business scope diagram template
2. Identify and enter the customers of your project
or organization
3. Identify and enter the key nodes within your
project or organization
4. Identify and enter the suppliers of your project or
organization
5. Optionally link the nodes to reflect material
and/or information flows (using different
color/stroke)
Geographic Map – Template 1
geographic context
11
Geographic Map – Template 2
geographic context
12
Geographic Map Exercise
• Identify a supply chain
within your team
• Determine the
complexity and message
• Select template and
draw the supply chain
• What is the value of this
view?
13
Steps to create the Geographic Map
1. Create geographic context (a.k.a. the map)
2. Draw and name your customers on the map
a. Identify the level 2 processes
b. List the level 2 processes in the customer node
3. Starting with your customers, repeat for each
node:
a. Identify all supplying nodes
b. Draw and name these supplying nodes
c. Identify the level 2 processes
d. List the level 2 processes in each node
e. Draw the material flows (connecting arrows)
Repeat until you have included all your suppliers
Thread Diagram – Template
14
Thread Diagram Exercise
• For the geo map from
the previous exercise:
• Transpose the geo map
onto the thread diagram
template
• What is the value of the
geo map vs. thread?
• What type of issues and
changes can you review
with this view?
15
Steps to create a SCOR Thread Diagram
1. Create or open the thread diagram template
2. Repeat these steps for every relevant node on the
geographic map:
a. Create a column (node) in the appropriate class
b. Create process representations for each node
c. Link the processes in the column (node) to
represent the material flows
d. Link the processes to the previous node’s
Repeat until all relevant nodes have bee created
3. Optionally add information flows (using different
color/stroke)
Workflow – Template
16
Workflow Diagram Exercises
1. For a specific level 2
process interview the
process owner
2. Complete the Workflow
template
Steps to create a SCOR Thread Diagram
1. Obtain generic descriptions
2.
3.
4.
• What level did you need
to pursue (3, 4 or 5)?
• Did you need to drill
down all processes
equally deep?
17
5.
6.
(these are the words people use)
Map these generic descriptions to SCOR process
IDs (normalize)
Create swimming lanes to reflect organizational
boundaries
Create workflow with these SCOR processes
Add description to workflows to reflect
inputs/outputs of the processes
Optionally add other relevant information
Example Workflow Steps 1 and 2
Steps to establish SCOR process models (workflows)
1. Obtain generic descriptions (this is what people describe)
2. Map the generic descriptions to SCOR process IDs (normalize)
1
1. Orders are faxed in and entered in OMS
2. Every night the orders are scheduled
3. The orders are released to the factory
based on the delivery date offset
4. Factory creates and schedules factory
work orders in SFCS
2
D2.2 Receive, Enter, Validate Order
D2.3 Reserve Inventory & Determine
Delivery Date
M2.1 Schedule Production Activities
OMS and SFCS are illustrative IT system names (order Management System and Shop Floor Control System)
18
Wrap Up and Recommendations
• Four standard models to represent process
–
–
–
–
Business scope Diagram; Set boundaries
Geographic Diagram; Analyze material flows
Thread Diagram; Optimize process capabilities
Workflow Diagram; Develop robust processes
• Before you document a process
– Start with the strategic metrics
– Drill down to the most detailed diagnostic metrics that display the
problem
– Identify the processes linked to these metrics – document these
– Drill down the processes until you find the problem
– Let the problem drive your modeling
19