People – Step 2 of 3 – Integrate your team

This is the 2nd of a 3 part series of articles on the 3 primary ingredients, the integration fundamentals of a collaborative, integrated solution to consistently support your business processes in managing your projects and programs, including turnarounds and routine maintenance.

This part focuses on the People, or team members of your organization, including staff and field people that do the work. A diverse group of turnaround and project groups stakeholders and contributors, needs to be actively engaged in the effort. This includes:

  • Operations – with people from each process unit;
  • Maintenance – IE Shop, Pipefitter shop, Machine Shop, Warehouse, etc.;
  • Engineering – Mechanical, Equipment, Piping, Process, Structural, etc.;
  • Procurement – Supply Chain, Contracts, Materials, Expediting;
  • Quality Assurance and Quality Control;
  • Health, Safety, Environment (HSE, EH&S or SHE);
  • Security and Emergency Responders, Fire Brigade;
  • Project or Turnaround Management

To ensure that each group’s people are engaged, we’ll define the groups and departments, the roles in each and then we’ll assign people to each role. Each of these people uses the solution to actively participate in streamlining process reviews and ensure that no bottlenecks crop up to impede progress. Meetings can focus more on forward-looking activities like new challenges, rather than catching up on what has already occurred.

Groups or departments are defined in the Department table.

Your own departments or groups are easily defined in this spreadsheet-like list. Enter a Supervisor/Manager/Lead for each department from a pick list now, if people already exist in your list, or later, once you have defined, or imported your team members.

Now, you are ready to define the roles included in each department or group.

Each Role in each of your groups or departments should be entered. Project or turnaround Readiness analysis is going to be based on the readiness of each group or department, so this work with help you get your readiness information painlessly.

No add Staff to each of your Roles – so that they can be notified when their input is required for each process step.

Now that you have your departments, roles and staff developed, you are ready for the 3rd step: Configuring your workflow to match your planned business strategy. This is the Process definition step, and is critical to the integration concept. The idea is to configure the system to reflect your real-world business process, and in so doing, ensure that you are doing this as efficiently as possible. The discipline, imposed by the solution on your team, ensures that, over time with the benefit of incorporated lessons-learned, you are doing the right things, at the right time, for the right reasons. And these processes are measurable – which is the first step to ensuring that you can improve these processes!

We’ll defer further discussion on business process integration to the final part of this 3-part integration fundamentals series of articles.