A Handbook of Business

Transformation
Management
Methodology
Edited by
AXELUHL
LARS ALEXANDER GOLLENIA

GOWER

Contents
List of Figures
List of Tables
About the Editors
Notes on Contributors
Acknowledgments
Preface
1

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xiii
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xvii
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xxvii

Introduction
Axel Uhl
1.1 Overview
1.2 Background on Business Transformation Management
1.3 Distinction to Other Frameworks and Methodologies
1.4 Structure of the Book

1
1
3
5
7

Meta Management

13

Philip Stiles, Axel Uhl and Paul Stratil

2.1 Overview
2.2 Pillars of Meta Management
2.3 Meta Management Principles
2.4 Conclusion

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22
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Strategy M a n a g e m e n t
Axel Uhl, Dominic Houlder, Daniel Schmid and Michael von der Horst
3.1 Overview
3.2 Business Transformation Strategy
3.3 Procedure for Developing the Business Transformation Strategy
3.4 Conclusion
/.>

31

Value M a n a g e m e n t
John Ward, Thomas Rennebaum and Stephan Amling
4.1 Overview
4.2 Value Management in Business Transformation
4.3 Value Identification
4.4 Plan Benefit Realization
4.5 Executing the Benefits Plan and Evaluating Results
4.6 Establishing the Potential for Further Benefits
4.7 Conclusion

57

Risk M a n a g e m e n t
Brent Fumeaux, Tomasz Janasz, Thomas Schild and Roberto Klimmek
5.1 Overview

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A Handbook of Business Transformation Management Methodology

5.2 Risk Management in Business Transformation

5.3 Risk Management in BTM2
5.4 360 Strategic Risk Assessment
5.5 Risk Analysis and Risk Response Plan
5.6 Execute Risk Response Plan and Monitor Risks
5.7 Review and Evaluate Risks
5.8 Conclusion

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Business Process Management

fan vom Brocke, Martin Petty and Thomas Gonser
6.1 Overview
6.2 What is BPM?
6.3 Business Process Management in Business Transformation
6.4 Process Maturity Level of the Company (Envisioning)
6.5 BPM Governance and Process Design (Engaging)
6.6 Implementation of Processes and Controlling (Transforming)
6.7 Run and Monitor (Optimizing)
6.8 Conclusion

109

Transformational IT Management
Robert Winter, Philipp Gubler, Felix Wortmann, Andreas Elting
and Werner Schultheis
7.1 Overview
7.2 Transformational IT Management in BTM2
7.3 Assess and Enable Solution Readiness of the Organization
7.4 To-Be IT Architecture, Operations and Services Planning
and IT Transformation Roadmap Development
7.5 IT Operations, Service Deployment and IT Governance
Implementation
7.6 IT Operations and Services Optimization and IT Lifecycle
Management
7.7 Key Success Factors for Transformational IT Management
7.8 Conclusion
..'

145

Organizational Change Management

Oliver Kohnke, Sebastian Reiche and Ernst Balla
8.1 Overview
8.2 Importance of Organizational Change Management
8.3 Organizational Change Management Approach of BTM2
8.4 Set-up and Governance
8.5 Stakeholder Management
8.6 Communication Management
8.7 Performance Management
8.8 Organizational Change Monitoring
8.9 Conclusion

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Contents

Competence and Training Management

Christoph Pimmer, Jtirg Haefliger and Florian Blumer
9.1 Overview
9.2 Significance, Definition and Scope
9.3 The Significance of a Working Environment
9.4 Conclusion
10

Program and Project Management

Michael Rosemann, Jan Recker, Norizan Safrudin and
Ronald Marketsmueller
10.1 Overview
10.2 The Role of Business Transformation Program and Project
Management
10.3 The Process of Business Transformation Program and
Project Management
10.4 Roles and Responsibilities of Program and Project Managers
10.5 Key Skills of Program and Project Managers
10.6 Lessons Learned about Program and Project Management
10.7 Conclusion

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11

Case Study: MotorStars - Implementation of a Global

HR System in an Automotive Company
245
Christoph Pimmer, Axel Uhl, Michael Brandenburg and Robert Gunther
11.1 Overview
245
11.2 The Case History
246
11.3 Problems Faced by Key Players
250
11.4 Strategic Approach
253
11.5 Conclusion
263

12

Lessons Learned from the Business Transformation

Case Studies
John Ward and Axel Uhl
12.1 Overview
,:12.2 An Overview of the Cases and Outcomes
12.3 Strategic Positioning of Business Transformations
12.4 Transformation Need and Readiness
12.5 Analyzing the Cases Using the BTM2 Management Disciplines
12.6 Lessons Learned in Relation to the Meta Management
Key Themes
12.7 Conclusion

Appendices

Appendix A
Appendix B

BTM2 Strategy Management

A.I Methods for Strategy Development
BTM2 Value Management
B.I Template for Benefits - With Examples

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A Handbook of Business Transformation Management Methodology

Appendix C
Appendix D
Appendix E

Index

BTM2 Risk Management - Methods and Tools

C.I Methods and Tools
BTM2 Business Process Management
D.I Modeling Languages for Process Design
BTM2 Transformational IT Management
E.I Methods for IT Service Deployment
E.2 Best Practices for IT Service Management
E.3 Framework for IT Governance

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