BPMN: RACI matrix in BlueDolphin
If you want to optimize your business processes, one of the important things for a process owner is that you have an insight into all the people involved in a certain business process. If this is the case, it will be easier to start conversations because you will have the right stakeholders around the table. The creation of a RACI matrix can be something that the business uses to align employees to different roles in a process. We can use this information and translate it to BlueDolpin so a process owner can use the information. RACI is an acronym, and it stands for:
HOW?
First, you have to create a questionnaire with 4 relationship fields. You create a relation between an actor and a business process if you associate the letter R, A, C, or I as a label.
After you have created these fields, you can connect all the actors to the processes with the questionnaire. Eventually, with all this information, you can create a crosstab in the report-editor:
- Step one: create a crosstab.
- Step two: get the value Definition from "Objects" and create a filter equals Business_process;
- Step three: get the value Definition from "Related Objects" and create a filter equals Business_Actor
- Step four: Put the value Title from “Objects” in the rows and put the value Title from "Related Objects" in Columns.
- Step five: “create a calculated measure” called RACI:
- Step six: Add the value “RACI” from "Measures" to rows and change the summary calculations to mode. You click with the right mouse click on the RACI and you select the option change the summary calculations:
If you have completed all the steps, you will get a crosstab that looks like this:
I was wondering if you guys maybe use a different method? Or maybe the same and how you implemented this in BlueDolphin. Please let me know in the comments!
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In the BPMN module, the used by/serving relations will automatically be created when making a process offical between a process and a actor (in a swinmminglane).So when you are using (or want to in the future) you could better use the used by/serving relation for the R (responisble).
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Nice start.
However, in many processes more than 1 actor can be consulted or informed. So a multiselect would be better...
How to solve that issue?
Thanks!
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I tried following this tutorial, but did not get the same result.
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Title fields are not named in the tutorial although these are important parts
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Nienke van Liempd, I heard that Rob helped you with the RACI Matrix! I am glad that it's fixed now.
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Marten Thanks for the additions. I updated the how-to.
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Great report Martijn!
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