the shape of work re-thinking boxer enterprise is an enterprise operations platform for general...
TRANSCRIPT
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THE SHAPE OF WORKRE-THINKING
Boxer Enterprise is an enterprise operations platform for general business.
It is content-neutral so can reshape any part of any organization.
It is an unusual tool, because it can do so many things.
Here is how it works.
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ASPIRATIONS & REALITY
Any kind of work can be structured or unstructured.
When it is structured, it is scalable, trainable, and reportable.
Unfortunately, most of our work is unstructured.
And that’s too bad!
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ERPSystem
SiloSystem
StructuredSilo Solutions
StructuredEnterprise Solutions
ProcessManual
SharedSpreadsheet
InboxUnstructuredMS Office
CONCEPTUAL MODEL
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UnstructuredMS Office
StructuredSilo Solutions
StructuredEnterprise Solutions
ASPIRATION
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UnstructuredMS Office
StructuredSilo Solutions
StructuredEnterprise Solutions
REALITY
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STATUSLIST
REQUEST
TRACKING
REPORT
INSPECTIONRESULTS
PROCESS
CUSTOMERINFO ORDERS
LISTFEED-BACK
ROLE
S
ASSIGN-MENTS
DUEDATES
COSTS
NOTES
ROAD-MAP
CONTA
CTS
INSTRUCTIONS
REPORT
LIST
CBAs
UPDATES
HOW-TO
REVIEW
STATUS
PROCES
ACTION
COSTS
PRO-UnstructuredMS Office
StructuredSilo Solutions
StructuredEnterprise Solutions
PROJECTPLAN
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THE SHAPE OF WORKRETHINKING
We typically think of work by job, function, or department.
We think of these as being very different.
But we can understand them from another perspective as well.
And we see how much they have in common.
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Promote our brands and advise on product
& PR opportunities.
MARKETING
Manage day to day operations to maintain quality & performance.
OPERATIONS
Repair, maintain, and install our fixed assets
and real property.
MAINTENANCE
Ensure that activities meet regulations & internal standards.
COMPLIANCE
Across the enterprise, we have many roles & responsibilities.
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We see each job, function, or department having a unique shape.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
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Work is not monolithic; it is a collection of distinct elements.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
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It’s almost like cookie cutter shapes, with some extra dough.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
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The distinct shapes constitute most of our activity.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
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We can re-arrange the shapes to create some order.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
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When we look at them in the abstract, they are very similar.
DEPARTMENT 1 DEPARTMENT 3DEPARTMENT 2 DEPARTMENT 4
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We could just as easily color them another way.
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We could also straighten things up a little and get organized.
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We could also straighten things up a little and get organized.
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Consider work by element type, not by job, function, or department.
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ELEMENTS OVERVIEW
Work can be understood as an assemblage of distinct elements.
These elements relate to specific patterns, activities, and concepts.
Once we start seeing these patterns, we see them everywhere.
And each is covered by a Boxer Enterprise core system.
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So what are these “elements,” anyway?
They are common patterns, activities, and concepts in our work.
It may be a little abstract, but if you look, you see them everywhere!
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So what are these “elements,” anyway?
Tasks, projects, to-do lists, tickets, requests, status lists, and other
similar transactions of any
size or duration.
Physical items, inventories,
concepts, groups, lists, categories,
metadata, and all the associated information.
Surveys, inspections,
checklists, and similar forms that
include a list of questions and
answers.
Assignments, roles,
associations, permissions,
participations, & other info about
people.
Process documents, how-to's, descriptions
of anything people need to
do, including images and text.
Reports, data visualizations,
blocks of content with common
filters, rendered in HTML, SSRS, or
even Excel.
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ExamplesTasks, projects, to-do lists, tickets, requests, status lists, and other similar transactions of any size or duration.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Press Release• Media Inquiry• SWOT Analysis• Materials Request• Marketing Project• Content Posting
• Work Order• Acknowledgment• Equipment Order• Prev. Maintenance• Supply Inventory• Conduct Inspection
• Customer Check-In• Property Project• Variance Review• Customer On-Board• Site Takeover• Bill Adjustment
• Regulatory Filing• Compliance Review• Site Visit• Legal Opinion• Document Audit• Certification
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Physical items, inventories, concepts, groups, lists, categories, metadata, and all the associated information.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Media Outlet• Press Release• Content Type• Website• Design Resource• Lead Source
• Equipment• Property• Tool• Supplier• Maintenance Freq.• Certification
• Location• Vendor• Customer• Vehicle• Menu Item• Market
• Regulatory Agency• Auditor• Municipality• Compliance Status• Regulation• ISO Standard
Examples
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Surveys, inspections, checklists, and similar forms that include a list of questions and answers.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE• Pre-Posting Review• Customer Survey• SEO Checklist• Collateral QA• Campaign Effectiveness• Branding Review
• Safety Inspection• Maintenance Checklist• Closing Checklist• Hurricane Preparedness• Energy Efficiency QA• Skills Review
• Opening Checklist• Takeover Due Diligence• Customer Feedback• Employee Review• New Customer• Customer Check-In
• Conflicts Review• State Filing Review• Pre-Hire Questions• Acquisition Review• ISO Checklist• Bid Policy QA
Examples
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Assignments, roles, associations, permissions, participations, & other info about people.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
Examples
• Subject Matter Expert• Press Liaison• Press Authorization• Ad Spend Authority• Brand Association
• Vehicle Assignment• Equipment Alert List• Property Association• Skills Certification• Safety Committee
• Account Manager• Project Approvals• Dotted-Line Manager• Property Roles• Cost Allocations
• Regulatory Liaison• State Certifications• Trading Authority• Certification Tracking• Escalation Levels
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Process documents, how-to's, descriptions of anything people need to do, including images and text.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
Examples
• Brand Standards• Press Release Policy• How to Post Blogs• Crisis Response• Marketing Analytics
• Equipment Maintenance• Safety Policy• Fire Testing Protocol• How to Lift a Box• Circuit Testing
• Variance Reporting• Customer Service• Approval Process• Takeover Tasks• Life Safety Testing
• Regulatory Authority• Quality Standards• ISO Overview• Certification Process• Incident Reporting
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Reports, data visualizations, blocks of content with common filters, rendered in HTML, SSRS, or even Excel.
MARKETING OPERATIONSMAINTENANCE COMPLIANCE
Examples
• Customer Segmentation• Lead Conversions• Website Analytics• Customer Satisfaction• Social Media Traction
• Maintenance Logs• Maintenance Schedule• Utility Variance• Equipment Downtime• Maintenance Tickets
• Customer Satisfaction• Variance to Budget• Project Status• Staff Assignments• Time to Resolve
• Infractions / Issues• Quality Scores• Regulatory Contacts• Certification Status• Incident Reporting
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ABSTRACT ARCHITECTURETHE POWER OF
Cases, Entities, Standards, and Quest forms use configurable templates.
Templates avoids hard coding and are configured by Power Users.
Highly abstracted architecture is a key feature of Boxer Central.
This allows for templates that apply enterprise-wide.
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CASE 1-4
CASE 1-3
CASE 1-2
CASE 1-1
Templates & ITEMS
CASE TYPE 1TEMPLATE
FIELD DEFINITIONSCONSTRAINTSDATA SOURCES
GENERAL ARCHITECTURE• Define a Case Type as a template for
all cases of that type.• Each actual Case belongs to a given
Case Type.
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Templates & ITEMS MULTIPLE SYSTEMSMany of the Boxer Central systems follow a similar architecture.
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COMPLIANCEITEM
CITATION #
COMPLIANCE CAT
ISSUE TYPE
MUNICIPALITYREGULATORY AGENCY
NEW STORETASK
TAKEOVER PHASETASK CATEGORY
STORE TYPESTORE FORMAT
TITLECREATED BY
ASSIGNED TODUE ON DATE
PRIORITYSTATUS
CUSTOMERREQUEST
REQUEST TYPERETURN CODE
DIVISIONREGIONMARKET
PRODUCTCUSTOMER
STORE ID
CASE TYPE Structure
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COMPLIANCEITEM
NEW STORETASK
INHERENTMETADATA
CUSTOMERREQUEST
CASE-SPECIFIC
ENTERPRISEMETADATA
CASE TYPE Structure
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TRAININGASSIGNMENT
ACQUISITIONDUE DILIGENCE
INSPECTION
ACKNOWLEDGMENTNEW EMPLOYEEON BOARDING
DISPOSITIONDUE DILIGENCE
IT HELPDESKTICKET
PURCHASEORDER
CONTRACTAUDIT
MAINTENANCEITEM
DATAGOVERNANCE
INVENTORYRECONCILIATION
PERFORMANCEREVIEW
INHERENTMETADATA
CASE-SPECIFIC
ENTERPRISEMETADATA
CUSTOMERREQUEST
COMPLIANCEITEM
NEW STORETASK
CASE TYPE Examples
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ENTITY TYPE ExamplesFLOOR
REGION
PRODUCT
BUILDINGCAMPUS
DEPARTMENT
COMMITTEE
CUSTOMERTYPE
VENDOR
CUSTOMER
SIZECATEGORY
INDUSTRY
COMPANY
INHERENTMETADATA
CASE-SPECIFIC
ENTERPRISEMETADATA
SERVER
VEHICLE
MARKET
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CHECKLIST TYPE Examples CUSTOMERCHECK-IN
JOBSITE INSPECTION
COMPLIANCECUSTOMER
SURVEY
PERFORMANCEREVIEW
INCIDENTREPORT
VENDORCOMPLIANCE
CONSTRUCTIONPUNCHLIST
DUE DILIGENCECHECKLIST
SERVICE CONTRACTAUDIT
SECRET SHOPPERREPORT
INHERENTMETADATA
CASE-SPECIFIC
ENTERPRISEMETADATA
SITEINSPECTION
PROJECTSCORECARD
SAFETYINSPECTION
STORE CLOSINGCHECKLIST
EXIT INTERVIEW
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• ENTERPRISE TAXONOMY
• ONE INTERFACE
• TOTALLY FLEXIBLE
• COMMON TOOLS
ABSTRACT ARCHITECTURETHE POWER OF
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ADDING COMMON TOOLSINVESTING IN
Combining like elements in a one system makes investing in tools possible.
These tools provide common functionality across the enterprise.
They allow users (and the system itself) to act consistently.
Tools enable results that are impracticable in an unstructured world.
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ACCOUNTABILITYTOOLS
ASSIGNMENTAssignment allows for trackable hand-offs with someone always being accountable.
OWNERSHIPValidated ownership of a case ensures that someone has overall responsibility.
RE-ASSIGNMENTRe-assign elements when the previous assignee becomes inactive.
HOPPERSProvide a managed, default hopper for unassigned cases or pooled activities.
LOGGINGKeep track of every action, view, change, notation, for auditable accountability.
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TODOLIST.XLSX
Inherent INHERENT METADATA• TITLE• CREATED BY• ASSIGNED TO• DUE ON DATE• PRIORITY• STATUS
Enterprise ENTERPRISE METADATA• DIVISION• REGION• MARKET• PRODUCT• CUSTOMER• STORE ID
Specific SPECIFIC METADATA
Varies by Case Type
DATA CON
NECTIO
N
RICH CO
NTEN
T
COLLABO
RATION
SECURITY &
AUD
IT
YOU CAN INVEST IN EXCEL…… BUT IT’S NOT EASY.
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AND IT’S NOT TRANSFERRABLE.Investing in an isolated system usually leaves many similar functions without improvement.
So you pick and choose, and most users do not benefit from the investment.
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WITH BOXER CENTRALIT’S ALL IN ONE PLACEWith a central system, functionality improvements can be leveraged enterprise-wide.
This opens the door to universal benefits that can radically transform the way a company operates.
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ACCOUNTABILITYOWNERSHIPASSIGNMENTRE-ASSIGNMENTHOPPERSLOGGING
NOTESPHOTOSDOCUMENTS
RICH CONTENT
COLLABORATIONKEY ROLE UPDATESSUBSCRIBE & FEEDFORWARD TO
AUTOMATION CALCULATED MEASURESAUTO UPDATE STATUS
SECURITYAUDIT TRAILACCESS CONTROLSECURITY TRIMMING
HERE ARE SOMEEXAMPLES
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ACCOUNTABILITYOWNERSHIP Ownership case ensures that someone has overall responsibility.ASSIGNMENT Allows for trackable hand-offs with someone always being accountable.RE-ASSIGNMENT Re-assign elements when the previous assignee becomes inactive.HOPPERS Provide a managed hopper for unassigned cases or pooled activities.LOGGING Track every action, view, change, notation, for auditable accountability.
NOTES Capture attributed notes over time, directly or by email.PHOTOS Attach photos to a case as links or embedded images, from any platform.DOCUMENTS Add documents directly or via document management system.
RICH CONTENT
COLLABORATIONKEY ROLE UPDATES Owners, Assignees & Creators are notified of notes and changes.SUBSCRIBE & FEED Configure email or RSS to receive automatic updates of changes.FORWARD TO Easily include others in important communications in multiple ways.
AUTOMATION CALCULATED MEASURES Calculate date-related, due status, and category values.AUTO UPDATE STATUS Revive items left on hold for recertification from assignees.
SECURITYAUDIT TRAIL Generate auditable history of each interaction with a case or entity.ACCESS CONTROL Impose CRUD on type, item, or field level by group, role, or ad-hoc.SECURITY TRIMMING Limit view of items and commands based on permissions.
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Nothing is Lost
True Accountability
Rich Content
Full Narrative
Updates for All
Auditable Logs
EVERY CASE
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FLEXIBLE WORKFLOWCREATING CONNECTIONS FOR
The modular architecture of Boxer Enterprise is extremely powerful.
Different elements connect to each other in elegant ways.
Basic connections lead to more complex “recipes.”
This flexibility enables quality operations at an enterprise scale.
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Understanding CONNECTION BASICS
In the unstructured world, connections are manual. We don’t always even know how or whether they happen.Consistency is rare, follow-up is spotty, and there is always extra work.
AUDIT.DOC ?
TaskItem
Project
In Boxer Central, elements can easily connect to each other.Even basic connections eliminate work, improve quality & accountability, and empower reporting.
Automatic
CaseCase
CaseQuest Audit
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DEPARTMENTSAnalyst looks up a Site Manager.
CASE MANAGEMENTAnalyst creates a case for the Site Manager. The case includes a link to a Site Inspection form (Quest) and also Instructions for inspecting a site (Standards)
STANDARDS & QUESTSite Manager reads the Instructions in Standards and completes the Inspection in Quest.
DEPARTMENTSThe Quest form creates new Cases for maintenance tickets based on the inspection results, and looks up the Maintenance Tech for the Site in Departments.
CASE MANAGEMENTThe new cases are created for each Site based on the results of the Inspection and assigned to the appropriate person.
Connections create BUSINESS RECIPES
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Recipes Can be DEPLOYED AT SCALE
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Consistency + Scale = ACTIONABLE INFO
HOW IS SITE QUALITY ACROSS THE PORTFOLIO?
ARE ALL INSPECTIONS COMPLETE?
WHAT IS THE STATUS OF THE FOLLOW-UP ITEMS?
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SYSTEM DESIGNTHREE LAYERED
Boxer Central’s design includes three important layers, each contributing to an exceptional, flexible user experience.
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DATA INTEGRATION APPROACH
CLG
Central Data Resource
CORE SYSTEMS
3rd PARTY SYSTEMS
SPECIAL PURPOSE SYSTEMS
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DATA INTEGRATION LAYER
DATA INTEGRATION
Boxer Central brings information from disparate systems together into a common data repository for metadata brokerage and reporting.
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FUNCTIONALITY LAYER
DATA INTEGRATION
BOXER FUNCTIONALITYOTHER SYSTEMS FUNCTIONALITY
The Boxer core applications provide functionality to bring structure to typically unstructured activities in an organization.
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VISUALIZATION LAYER
BOXER FUNCTIONALITY
DATA INTEGRATION
OTHER SYSTEMS FUNCTIONALITY
VISUALIZATION LAYER
SHAREPOINTRESPONSIVE HTMLMOBILE
Boxer Central provides a unified Visualization Layer so users can see information from a variety of systems in one place, through HTML, SharePoint, or Mobile Application.
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