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Editor's Notes

• #2: NOTE: Login for demonstration views is Paul Johnson
• #3: With our Pragmatica Innovations Service Model (PrISM) enterprise solution, our team can provide unique insight into and across your business with collaboration between all elements of your back office service areas:  human resources, compliance, finance, strategy, communications, administration and system resources.
• #4: Identify problem domain as Business Services distinct from production. Information associated with the business (as distinct from its operations.) Business operations are a moving target. An OUT OF BOX solution puts you IN THEIR BOX – without an understanding of the model behind their service model you are probably working from a consensus solution presented in technology.
• #5: Compliance Compliance services manage how the company functions within the constraints of its legal, safety, environment and security boundaries defined through its policy. Human Resource Human resource services employ, organize, monitor, train and manage personnel. Administration Administration enables management and execution of the company's property, emergency, relationship and support services. Finance Finance services maintain the company monetary position and manage banking, accounting, sales, taxes and profit sharing.​ System Resource System resource services manage requirements, configuration, maintenance and inventory of equipment and tools. Communication Communication services market, brand, advertise, and promote products while establishing and maintaining public relationships. Strategy Strategy services address the overall direction of the company with regard to its resources, processes and products. PROJECTS The project service area provides a collaborative interface between the core PrISM service areas and the direct support of project elements. ​ PRODUCTION The production service area provides the mechanism to manage the creation of a product or service.​
• #6: Physical folders provided as sampler set with enterprise purchase Options include labeling color folders, hanging folders, or simply using colored labels on manila folders
• #7: https://prism.portalfront.com/SitePages/Home.aspx Enterprise system backend is SharePoint We use third-party SharePoint hosting environments that are dedicated to SharePoint cloud based Solutions range from 25 users on a shared environment to dedicated environments with unlimited users
• #8: We keep referring to color as an organizing construct Note that the digital and physical resources are ‘unified’ with color
• #9: Typical HR office is paper-bound and ‘organized’ by each individuals unique ‘method’
• #10: Comparison to a typical HR office >> Digital version is analogous to an office Navigation (intranet, internet) Libraries for documents, images, etc. Lists of events (calendars) of things (status, location, identification) Discussions for sharing ideas Links to websites of interest to PrISM services
• #11: Provides both digital and physical storage, order and organization Same name and same color in both places
• #12: Security – Role, Access, Permissions, Communications Physical storage is limited to doors, walls and locks – difficult and expensive to maintain Digital storage offers multiple levels of security with many roles and permissions for inexpensive and more robust security
• #13: PrISM is divided into Tiers… each tier has different roles and permissions to allow your business to provide the unique access to the back office service elements
• #14: The Business Optimization Method (BOM) is the set of actions to achieve the different levels of enterprise maturity as expressed in the Enterprise Maturity Method (EMM).
• #15: A business enterprise is defined by the services or product it offers – it is also enabled and empowered by services that run the back office. To measure the maturity of a business, one must gage the maturity of the individual services that make up the enterprise. For the purposes of the Pragmatica Innovations Service Model (PrISM), our enterprise maturity model (EMM) is focused on the back office services only.
• #16: Compliance Management Compliance management includes services required to develop, communicate and analyze compliance products. Contract Contract services document and manage the relationship between the company and other legal entities. Environment Environment services support compliance governing business actions related to natural, physical and social resources.​ Legal Legal services establish and manage the company as a business entity, safeguard invention and attest to its legitimacy. Policy Policy services ensure that processes are conducted in a manner prescribed by law and regulation.​ Safety Safety services identify hazardous conditions that do exist or may exist, and execute an appropriate response. Security Security services ensure that human and system resources are protected from internal and external threats. Compliance Reference Reference services support the research, development, and storage of material pertinent to the compliance service area.​
• #17: Human Management Human management services direct talent distribution, career transition, labor relations and benefits.​ Human Monitoring Human monitoring services assess personnel competencies against criteria established for organizational positions. Human Movement Human movement services manage the travel program, policy, vendors, safety, security, and expense data. Human Requisition Human requisition services manage the need for new personnel from the human requirement to employment. Organization Organization services establish departments, teams and other personnel structures to express distribution of talent.​ Training Training services encompass all aspects of the development and sustainment of human competencies.​ Human Reference Services to support research, development and storage of any reference material pertinent to the human resource service area.
• #18: Administration Support Administration support services document actions, support employees and manage supplies. Business Execution Business execution services manage and optimize the business through enterprise knowledge and analytics Emergency Management Emergency management services either mitigate the effects of, or ensure recovery from, natural or man-made emergencies.​ Real Property Real property services include acquisition, management, and safety of the company's facilities and property.​ Relationship Management Relationship management services provide an interface with customers, employees, vendors or partners. Administration Reference Reference services support the research, development, and storage of material pertinent to the administration service area.​
• #19: Accounting Accounting services include the recordkeeping and active safeguarding of company finances. Banking Banking services include elements of the financial reserves that support loans, capital raising and other cash management. Financial Management Financial management services encompass activities required to manage budget, investments and overall finances. Profit Sharing Profit sharing services maintain the casual and professional stock investors share in company wealth. Sales Sales services include the proposal, order, actual sale and analysis of these functions. Tax Tax services manage federal, state and local obligations and liabilities. Finance Reference Reference services support the research, development, and storage of material pertinent to the finance service area.
• #20: System Inventory System inventory services manage the range and depth of system resources through their lifecycle. System Maintenance System maintenance services support upkeep, upgrade, and repair to ensure system resources are capable of performing required functions. System Management System management services include functions that enable management of systems from configuration to transition. System Monitoring System monitoring services maintain end-state documentation and assess system performance. System Movement System movement services manage internal and external system resource transportation. System Requisition System resource requisition services support the system requisition lifecycle from requirements to deployment. System Resource Reference Reference services support the research, development, and storage of material pertinent to the system resource service area.
• #21: Advertising Advertising services communicate product, branding, and trademark to target markets. Affiliation Affiliation services manage the relationships between affiliated organizations to ensure mutual benefits are achieved. Brand Management Branding services make products unique to the company vision through the use of aesthetic and engineering aspects. Communication Management Communication management services include both the development and assessment of message and the liaison to maintain interfaces. Marketing Marketing services manage information that helps define product placement and segmentation of the consumer market. Public Affairs Press release services support business announcements and other news-worthy stories. Communication Reference Reference services support the research, development, and storage of material pertinent to the communication service area.
• #22: Business Development Business development services pertain to actions taken in response to initiatives. Initiative Initiative services manage the lifecycle of internal and external responses to opportunity.​ Opportunity Management Opportunity management services support contract, sales, M&A, and strategic partnerships that may lead to initiatives. Strategic Intelligence Strategic intelligence services manage information from external sources to enhance the company position and direction. Strategy Management Strategy management services define the rationale for decisions based on product, market and opportunity concepts. Strategy Reference Reference services support the research, development, and storage of material pertinent to the strategy service area.
• #23: Project X Project management services plan, document, track, level resources, liaison, and assess projects.​
• #24: Service X Service production services plan, document, track, level resources, liaison, and assess services.​ Product X Services that enable documenting, tracking, resource loading, liaison, assessment and overall management of product production.​
• #25: Introductory - SharePoint hosted (low-end), some templates, folder samples, thumb drive samples Entry - SharePoint hosted (low-end), all templates, folder samples, thumb drive samples Mid-Tier - SharePoint hosted (low-end), process assessment, all templates, some Office integration, all folders, most physical media, data analysis/migration High-End - SharePoint hosted (high-end), end-to-end assessment, Office integration, all templates, all physical media Full Spectrum - SharePoint Dedicated, end-to-end assessment, all templates, customized Office Integration, hard drive, cloud backup
• #26: PrISM Enterprise - Full spectrum implementation of our flagship solution hosted in our cloud environment. PrISM Lite – Operating system (OS) based implementation with file structure and physical matching file folders PrISM business templates – templates based on your business entity type to enable back office services
• #27: Critical for the initial services… Once these have been accomplished then the next ‘level’ of services can be performed.
• #28: Business Dashboarding Your information – your way – understood by all. PrISM model provides a consistent lens through which to view your business Compliance Certification Professional certification and compliance is one way you tell the world and gain more business. PrISM provides the structural foundation for many of the most recognized certifications. PrISM provides the structural foundation for many of the most recognized certifications. Competitive Benchmarking Benchmarking a business - establishing its position and structure in comparison with others, requires the components and information are being compared at the same level of detail. To get precise information that can guide investments, you need the assurance that the companies you are comparing yourself with are indeed similar. Analysis and Strategy Strategy is an expression of the direction of a company as well as the methods by which to achieve that movement. Let us help you use PrISM to produce a clean, clear alignment and analysis of strategy to budget to resources and finally to production Business Optimization PrISM provides structure to measure and improve your business back office. Optimizing the back office reduces overhead, increases responsiveness and improves relationships for your employees, vendors, and partners. PrISM Tuning The PrISM Model is your structure for work and information. As you grow and develop your capabilities, we will be there with you to extend the model and transition operations, develop new workflows and dashboards. Information Security As a company grows, maintaining security structures in the workplace can become complex and difficult to maintain. PrISM provides a structure that organizes the back office around core service areas that are decomposed into more discrete types of work and information. Enterprise Resource Planning Every business process is enabled by resources that represent the investment of funds and the commitment of the enterprise to a strategy. We can show you how PriSM will allow you to identify, organize and optimize your company with confidence. Record Management PrISM provides the structure for a sound record management program that shows the lifecycle of information supported by physical and virtual artifacts. You cannot support business optimization or maturity development without knowing the information model. Back Office Outsourcing Let our professional team help you thorough difficult transitions, train and develop your staff or simply be a member of your team. Outsourcing is simply another resourcing decision. Enterprise Maturity Management Business optimization is a method of achieving targeted improvement. Let us work with you to optimize each level of maturity, know what is next and move clearly and quickly.