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The role of streamlining in
digitalising business processes
Matondo Dunny Kulabuna
Student No: 2468296
Supervisor: Prof. Pius Oba
A research report submitted to the Faculty of Commerce, Law and
Management, University of the Witwatersrand, in fulfilment of the
requirements for the degree of Master of Management in the field of
Digital Business
Johannesburg, Feb. 2023
ii
ABSTRACT
The Fourth Industrial Revolution (4IR) has brought about digitalisation, which has
impacted how we run business operations. It has created a radical change in
conventional processes. Business leaders and professionals use digital
technologies to enhance business processes and achieve higher efficiency.
However, much focus is placed on the introduction of technology rather than on
how it improves the existing business and delivers efficiency.
The literature reports a controversial application of streamlining and digitalisation
that has led to divergent views on business process improvement. Some authors
believe there must be a sequential approach before introducing digitalisation,
while others argue it depends on the opportunity to digitalise. This study explores
the perspectives of South African business leaders on optimising and digitalising
processes that seek higher efficiency. Thus, the conceptual framework is based
on the principle of good operations, which promotes streamlining using
techniques such as Business Process Reengineering (BPR) and Lean thinking
before digitalisation with the Digital Assessment Tool (DAS) model.
Nine business professionals were contacted via LinkedIn and interviewed in a
one-on-one session using the interview guide in MS Teams. Specific questions
were asked about their experiences in business processes, streamlining,
digitalisation, and how they achieved efficiency.
The findings show that streamlining is how the As-Is business process can be
improved in a non-sequential manner using management techniques (BPR and
Lean) and digitalisation, which depends on the opportunities and requirements.
Business leaders typically evaluate the outcome against the defined performance
objectives, such as project deliverables, customer satisfaction, turnaround times,
and other relevant goals to prove efficiency.
The key message of this study is that streamlining is valuable in enhancing
business processes, and efficiency is achieved when the business objectives are
clearly defined and assessed. The study contributes to knowledge by clarifying
the understanding of streamlining and recommending an assessment tool to
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guide business leaders' decision-making that looks at the efficiency impact to add
value to the business.
KEYWORDS
Streamlining, Business Processes, Digitalising and Efficiency
iv
DECLARATION
I, Matondo Dunny Kulabuna, declare that this research report is my work except
as indicated in the references and acknowledgements. It is submitted in partial
fulfilment of the requirements for the degree of Master of Management in the field
of Digital Business at the University of the Witwatersrand, Johannesburg. It has
not been submitted before for any degree or examination in this or any other
university.
Name: Matondo Dunny Kulabuna Signature:
Signed at Germiston On the 24 day of February 2023
v
DEDICATION
I dedicate this work to my father, Flay Kulabuna, who always shows and teaches
us the courage to overcome challenges.
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ACKNOWLEDGEMENTS
I would like to take this opportunity to acknowledge the valuable contributions of
the following individuals. First and foremost, I would like to express my gratitude
to Prof. Pius Oba for supervising me and providing valuable insights throughout
this research project.
I also want to extend my heartfelt thanks to my family members, including the
Kulabuna and Kabiena families, my wife Syntiche, and my children Abriel and
Briella, for their unwavering support and encouragement.
I would also like to express my gratitude to my colleagues at Grundfos for their
support throughout this research.
A special thanks goes to the Poul Due Jensen Foundation for granting me a
scholarship, which made it possible to complete this Master’s programme.
Finally, I would like to thank the professionals who participated in this research
and provided valuable input. Their contributions were instrumental in shaping the
outcomes of this study.
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TABLE OF CONTENTS
ABSTRACT ..................................................................................... ii
DECLARATION .............................................................................. iv
DEDICATION .................................................................................. v
ACKNOWLEDGEMENTS ............................................................... vi
LIST OF TABLES ............................................................................ x
LIST OF FIGURES ......................................................................... xi
LIST OF ACRONYMS ................................................................... xii
CHAPTER 1: INTRODUCTION ..................................................... 13
1.1 STATEMENT OF PURPOSE ...................................................................... 13
1.2 BACKGROUND OF THE STUDY ................................................................. 13
1.3 RESEARCH PROBLEM ............................................................................ 14
1.4 RESEARCH OBJECTIVE .......................................................................... 15
1.5 RESEARCH QUESTION ........................................................................... 15
1.6 RATIONALE ........................................................................................... 16
1.7 DELIMITATIONS OF THE STUDY................................................................ 17
1.8 DEFINITION OF TERMS ........................................................................... 17
1.9 ASSUMPTIONS ...................................................................................... 18
1.10 CHAPTER OUTLINE .............................................................................. 18
CHAPTER 2: LITERATURE REVIEW AND THEORETICAL
FRAMEWORK ............................................................................... 20
2.1 INTRODUCTION ..................................................................................... 20
2.2 DEFINITION OF TOPIC OR BACKGROUND DISCUSSION ................................ 21
2.2.1 STREAMLINING, THE APPLICATION OF BRP AND LEAN ................................................ 21
2.2.2 DIGITALISING BUSINESS PROCESSES AND THE APPLICATION OF THE DAS MODEL ........ 25
2.3 RESEARCH OBJECTIVE LITERATURE ........................................................ 28
2.3.1 PROPOSITION 1: STREAMLINE BEFORE DIGITALISING .................................................. 32
2.3.2 PROPOSITION 2: DIGITALISE WITHOUT STREAMLINING ................................................ 33
2.3.3 PROPOSITION 3: STREAMLINE EMBEDS DIGITALISATION .............................................. 33
2.4 ANALYTICAL FRAMEWORK ............................................................. 34
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2.4.1 THEORETICAL FRAMEWORK...................................................................................... 34
2.4.2 CONCEPTUAL FRAMEWORK ...................................................................................... 35
2.5 CONCLUSION OF LITERATURE REVIEW .................................................... 36
CHAPTER 3: RESEARCH METHODOLOGY ............................... 37
3.1 RESEARCH APPROACH .......................................................................... 37
3.2 RESEARCH DESIGN ............................................................................... 37
3.3 DATA COLLECTION METHODS ................................................................. 38
3.4 POPULATION AND SAMPLE ..................................................................... 38
3.4.1 POPULATION ........................................................................................................... 38
3.4.2 SAMPLE AND SAMPLING METHOD .............................................................................. 38
3.5 THE RESEARCH INSTRUMENT ................................................................. 39
3.6 PROCEDURE FOR DATA COLLECTION ....................................................... 39
3.7 DATA ANALYSIS STRATEGIES AND INTERPRETATION .................................. 39
3.8 POSSIBLE LIMITATIONS AND CHALLENGES OF THE STUDY .......................... 40
3.9 QUALITY ASSURANCE ............................................................................ 41
3.9.1 CREDIBILITY ............................................................................................................ 41
3.9.2 DEPENDABILITY ....................................................................................................... 41
3.9.2 TRANSFERABILITY .................................................................................................... 42
3.10 ETHICAL CONSIDERATIONS ................................................................... 42
3.11 SCHEDULE AND TIMELINES ................................................................... 42
CHAPTER 4: PRESENTATION OF FINDINGS ............................. 44
4.1 INTRODUCTION ..................................................................................... 44
4.2 FINDINGS OF PROPOSITION 1: STREAMLINE BEFORE DIGITALISATION ......... 44
4.3 FINDINGS OF PROPOSITION 2: DIGITALISATION WITH STREAMLINING .......... 46
4.4 FINDINGS OF PROPOSITION 3: DIGITALISATION EMBEDS STREAMLINING ..... 47
4.5 SUMMARY OF THE FINDINGS ................................................................... 48
CHAPTER 5: DISCUSSION OF THE FINDINGS .......................... 49
5.1 INTRODUCTION ..................................................................................... 49
5.2 DEMOGRAPHIC PROFILE OF PARTICIPANTS .............................................. 49
5.3 DISCUSSION OF STREAMLINING A PREREQUISITE IN DIGITALISATION TO ACHIEVE
EFFICIENCY. .................................................................................... 49
5.4 DISCUSSION ON ACHIEVING EFFICIENCY IN DIGITALISATION WITHOUT
STREAMLINING ................................................................................. 50
5.5 DISCUSSION OF LEVERAGING DIGITALISATION .......................................... 50
5.6 CONCLUSION ........................................................................................ 51
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CHAPTER 6: CONCLUSIONS & RECOMMENDATIONS ............. 53
6.1 INTRODUCTION ..................................................................................... 53
6.2 CONCLUSIONS REGARDING RESEARCH OBJECTIVE. .................................. 53
6.3 RECOMMENDATIONS ............................................................................. 54
6.4 SUGGESTIONS FOR FURTHER RESEARCH ................................................ 56
REFERENCES .............................................................................. 58
APPENDIX A (The participant information sheet)...................... 63
APPENDIX B (Participant agreement and consent) ................... 64
APPENDIX C (Interview guide) .................................................... 67
APPENDIX D (Deductive thematic analysis) .............................. 68
APPENDIX E (Ethics approval notification) ............................... 72
x
LIST OF TABLES
Table 1. Adapted from the DAS model (Boute & Van Mieghem, 2021) ............ 27
Table 2. Findings of Proposition 1 .................................................................... 44
Table 3. Findings of Proposition 2 .................................................................... 46
Table 4. Findings of Proposition 3 .................................................................... 47
Table 5. Proposition and findings summary ..................................................... 48
Table 6. Recommended streamlining assessor ............................................... 55
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LIST OF FIGURES
Figure 1. Conceptual Design adapted from Input-Output Model (Slack et al.,
2017) ................................................................................................................ 35
Figure 2. Emergent Framework ........................................................................ 54
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LIST OF ACRONYMS
• BPM: Business Process Management
• BPR: Business Process Re-engineering
• DAS: Digital Autonomous and Smart Operations
• DT: Digital Transformation
• ERP: Enterprise Resource Management
• LM: Lean Manufacturing
• MIT Sloan: Massachusetts Institute of Technology Business school
• OP: Operations Management
• OE: Operational Excellence
• SA: South Africa
• SAP: Systems Applications and Products
• VSM: Value Stream Mapping
• 4IR: Fourth Industrial Revolution
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CHAPTER 1: INTRODUCTION
1.1 Statement of purpose
This study explores how business leaders and professionals streamline business
processes in implementing digitalisation and how they measure efficiency.
1.2 Background of the study
Business processes are all the activities performed by the organisational
resources sequentially and repeatedly to deliver value to customers.
Organisations rely on processes to produce products and services enabled by
the strategy and technology, meanwhile streamlining is the means to improve
such processes (Armstrong & John Lee, 2021). As the 4IR emerges, digital
technologies are used to augment business processes and achieve efficiency,
however much focus is placed on the technologies than on how to achieve
optimal results. Organisations depend on professionals in several job roles such
as business process engineers, continuous improvement specialists and data
scientists to support the improvement and implementation programmes that aim
to exceed the growing customer expectations (Markovitch & Willmott, 2014a).
From a South African perspective, many organisations lack internal
competitiveness and disregard the process capability to enhance customers'
experience (Vermeulen et al., 2012). Optimising business processes is not a
priority for most companies because of the drive for revenue and profits, while
inefficiency is hidden in the processes. The international benchmark reports a
gap in skills that impede the advancement of digitisation programmes in South
Africa. Despite this, organisations are keen on implementing digital technologies
to remain relevant and thrive in competitive markets (Mabe & Potgieter, 2020).
According to the 2019 McKinsey report, digitalisation could boost the South
African economy and address the challenge of unemployment by creating more
than one million jobs by 2030 (Magwentshu et al., 2019b). Therefore, South Africa
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presents an exciting context for this study due to the challenge of skills, process
inefficiency, and the role of technology in the economy (Myovella et al., 2020).
The motivation in this context is to explore and learn from the experiences of the
scarce professionals who digitalise business processes and the benefits
digitalisation offers to economic productivity in enabling customer satisfaction
from seamless business processes (Viswanathan & Telukdarie, 2021).
1.3 Research problem
The problem being reported is that implementing digitalisation before
streamlining processes generates waste and inefficiency in business
performance. Bortolotti and Romano (2012) argued that a lack of streamlining
causes problems and impacts the business's ability to deliver value to customers.
Focusing solely on technology rather than business processes has led to many
failures in digitalisation (AbdelMoneim, 2020).
Small et al. (2011) have stated that high costs are associated with inefficient
business processes, particularly for small and medium-sized enterprises where
capital is a constraint. In many cases, inadequately implemented new
technologies lead to waste such as underutilised resources, poor customer
experience, and high operating costs (Antony et al., 2022).
The gap in the literature is the argument by many authors of the sequential
approach to efficiency, which is contrary to the different views of business leaders
that confirm a divergence between the theory and practice of digitalisation. The
literature promotes streamlining as a necessity before digitalising, with divergent
perspectives and approaches that need clarification (Kimberling, 2022). In a
study that focuses on diagnosing the process of digital maturity, the authors
emphasise streamlining existing processes before digitalising. Standardising and
improving processes is a prerequisite to avoid non-value-added activities (Boute
& Van Mieghem, 2021). Small et al. (2011) also advocated for streamlining and
investing in improvement initiatives before implementing technologies.
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However, many business leaders and specialists focus on technology rather than
business process improvement (AbdelMoneim, 2020). Observations and reports
suggest that it is often controversial whether business processes should be
streamlined before digitalisation (Kimberling, 2022). According to the MIT Sloan
Management Review, digitalisation programmes undervalue the benefits of
streamlining, and the results are frequently more costly than beneficial (Ross,
2017). A report surveying 500 process excellence professionals claims that only
35% of leaders worldwide recognise the need for streamlining processes; a high
percentage of firms do not streamline before digitalising because most leaders
focus on creating processes that fit technologies, even though there is no way to
derive the best output (Celonis, 2021).
The lack of streamlining business processes in South Africa potentially impacts
economic productivity growth, including business efficiency, customer
experience, and digital transformation efforts (Magwentshu et al., 2019).
According to the MIT Center, only 28% of established businesses have
successfully digitalised, and those that failed in their digitalising efforts impeded
the digital transformation (Ross, 2017). Therefore, the purpose of this research
is to explore and answer the question about streamlining, digitalising, and
efficiency performance from a South African professional perspective, using a
qualitative approach.
1.4 Research objective
This research seeks to explore how South African business leaders and
professionals streamline business processes in the context of digitalisation and
how they measure efficiency.
1.5 Research question
How do South African business leaders and professionals streamline business
processes in digitalising, and how do they measure efficiency?
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1.6 Rationale
In support of the research on rationality, reports have revealed an ambiguous
practice of digitalisation among business leaders and professionals. This
ambiguity has resulted in implementing technologies without considering the
business, leading to inefficiency (AbdelMoneim, 2020). McKinsey's report
suggests that many companies are not benefiting from digital initiatives due to
the wrong approach and practices, resulting in disappointing results. The report
also highlights that focusing on creating processes that fit technologies is
unsustainable and ineffective (Bollard et al., 2017).
Even though digital technologies are implemented to optimise operations, many
businesses still struggle to gain benefits. This is because technology alone does
not understand the organisation and cannot guarantee success (Kocaoglu &
Acar, 2015). In South Africa, studies on streamlining and digitising business
processes are prominent (Magwentshu et al., 2019a). However, more research
is needed to explore and learn from the experiences of leaders and professionals
involved in digitalisation programmes, specifically from a process streamlining,
digitalising, and efficiency measuring perspective (Mapingire et al., 2022).
Therefore, this study aims to explore the insights and experiences of
professionals in achieving business efficiency and sharing best practices. This
qualitative study will unveil practical insights and guide business leaders to learn
from the failures and successes of the selected participants. It will also address
the ambiguous topic of the application of streamlining and digitalisation. In a
country like South Africa, where digital skills are lacking, successful programmes
aligned with this streamlining theory will build confidence and in-house
capabilities of skilled employees, which can then be quickly leveraged to digitalise
processes (Markovitch & Willmott, 2014b). Business leaders and professionals
applying this insight will minimise waste, maximise efficiency in support of South
African economic productivity, and enhance customers’ experiences (Nqgondi et
al., 2021).
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1.7 Delimitations of the study
This research focused on experienced professionals and business leaders from
various industries and sectors in South Africa who are directly or indirectly
involved in streamlining and digitalising business processes. This includes
professionals with main jobs or extended roles in digitalisation, decision-makers,
developers, or drivers. However, users and customers at the receiving end of the
processes are excluded due to their lack of influence on the strategy adopted.
And the 8th waste of Lean philosophy referring to the unused talent is also
excluded.
The objective of this study is to unpack the practical experiences and stories of
business professionals, which will help answer the research question. All
operational business processes, including both core and non-core processes that
the business relies on to deliver value to stakeholders, are included. The study
covers different management improvements approaches, such as BPR and Lean
techniques to streamline business processes, and the technologies that drive
digitalisation, with a particular focus on the DAS model.
While digital transformation and change management are beyond the scope of
this study, it is recommended that organisations embark on a change
management programme to cement the implementation of digitalisation.
Digitalisation success can only be achieved through integrating and leveraging
the entire organisation, including culture and people (Kohnke, 2017).
1.8 Definition of terms
• Business processes refer to all the activities carried out by an
organisation in a specific order to deliver a particular outcome for a
recipient. Businesses exist because of activities that provide value
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sought by customers, which can be viewed at different levels, from
broad to detailed processes (Armstrong & John Lee, 2021).
• Streamlining is the action of making the business simple and more
efficient by eliminating waste using improvement techniques such as
BPR and Lean thinking (Akbulut-Bailey et al., 2012).
• Digitalisation is the process of supporting business processes digitally
as opposed to being analogue-driven, manual, or paper-based. This
involves leveraging digital technologies such as 4IR Techs, CRM, ERP
systems, Automated Process Applications, and Advanced Software
Solutions that drive business efficiency (Boute & Van Mieghem, 2021).
• Efficiency refers to achieving better output quality while reducing costs
and complexity in business processes and operations (Slack et al.,
2017).
1.9 Assumptions
It is assumed that the participants have reflected on their perspectives and
experiences without disclosing sensitive or confidential information that may
impact their jobs or this research. Furthermore, the participants openly shared
their digitalisation project successes and failures.
1.10 Chapter Outline
CHAPTER 1: INTRODUCTION
Introducing the case of streamlining as a prerequisite in digitalising and the
inefficiency in automating waste.
CHAPTER 2: LITERATURE REVIEW AND THEORETICAL FRAMEWORK
Reviewing the knowledge of streamlining and digitalising, which includes:
• Streamlining business processes using BPR and Lean thinking.
• Digitalising business processes using the DAS model.
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• Streamlining before digitising business processes, literature review and
similar studies to address the question and looking into the efficiency of
performance results achieved after that.
• The theoretical framework presenting the ideology and structure
CHAPTER 3: RESEARCH METHODOLOGY
Present how this research was qualitatively conducted, including how participants
were interviewed, the methods and tools used and how the data was collected.
CHAPTER 4: FINDINGS
Present the findings and data.
CHAPTER 5: DISCUSSION
Gives a view of the findings.
CHAPTER 6: CONCLUSION
Finalises the report and provides recommendations.
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CHAPTER 2: LITERATURE REVIEW AND THEORETICAL
FRAMEWORK
2.1 Introduction
The background discussion provides a comprehensive review of the literature,
starting with the definitions of keywords related to streamlining and digitalisation.
It then delves into the two schools of thought on streamlining, one of which
involves eliminating waste while the other involves leveraging digitalisation. The
discussion includes an analysis of the knowledge that underpins the theoretical
perspective and the application of streamlining methodologies such as Business
Process Reengineering (BPR), Lean Thinking, and the evaluation of digitalisation
using the DAS model. These improvement methodologies are selected based on
their natural focus on business process improvement (Zaini & Saad, 2019). To
reinforce the review, related studies, insights, and reports from reputable
professionals and consulting firms are compared with the research objective to
demonstrate the value and uniqueness of this study, which seeks to explore the
phenomenon of streamlining and digitalising business processes from practical
experiences.
The second section of the discussion focuses on the study objective and its
relation to the literature, along with the "why" of not streamlining and the three
derived propositions. The last section presents the analytical framework, which
includes the theoretical framework based on the ideology of streamlining from the
perspective of good operations management and the conceptual framework that
guides this study using an input-output model. The literature review concludes by
highlighting the two main perspectives on streamlining: the first is streamlining
before digitalisation, and the second involves streamlining while embedding
digitalisation. It also discusses the role played by the DAS model in gauging
digital maturity and readiness.
Overall, the literature review provides a comprehensive understanding of
streamlining and digitalisation of business processes. It helps establish a strong
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foundation for the research and provides a solid framework for the analysis of the
research findings.
2.2 Definition of topic or background discussion
2.2.1 Streamlining, the application of BRP and Lean
Streamlining involves the elimination of waste and making operations efficient
and free from activities that add no value to the customer or the business (Zaini
& Saad, 2019). The first school of thought regards streamlining as removing
unnecessary waste or redundant resources to achieve the best possible
outcomes for the organisation through management strategies. The Oxford
dictionary provides an example of an organisation that streamlined its operations
by eliminating a management level. It defines streamlining as using simpler, more
strategic and faster methods to make the business more effective and efficient
(Oxford, 2022). Streamlining thus seeks organisational efficiency, which may
have an impact on people, corporate culture, and structure. Leaders should
carefully consider the implications and benefits of this viewpoint.
CFI (2022) contends that streamlining is about optimising business processes
and eliminating unnecessary steps to achieve efficiency through automation,
modern technology, or improvement techniques. This entails using computer
technology to eliminate complexity and unnecessary business processes. This
thought complements the first one because it combines various means, including
the use of information and communication technology, which are prominent in
today's business world.
The common theme in the above definitions of "streamlining" is seeking
organisational efficiency by removing waste or scaling the value through
improvement strategies or technologies. Moreover, streamlining aims to achieve
business objectives and stakeholder satisfaction, merging the two schools of
thought. However, the ambiguity in streamlining applications reveals a broad and
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divergent understanding among business professionals, which characterises this
study (Bortolotti & Romano, 2012).
Therefore, the definition of streamlining adopted in this study is less dependent
on digital technologies and more on the improvement methodology, although
digital tools could be used to enhance effectiveness and accuracy. Streamlining
is defined as the action of making business processes simple and more efficient
by eliminating waste using improvement techniques such as BPR and Lean to
pave the way for digitalisation (Akbulut-Bailey et al., 2012).
BPR: Business Process Re-engineering
The selection of BPR is based on its popularity and effectiveness in supporting
process improvement initiatives (Zaini & Saad, 2019). Depending on the process
maturity and level of the organisation, it can be supported by sophisticated
information technology tools such as business process modelling software
(Indeed, 2021).BPR is known as a powerful and dramatic change enabler when
appropriately implemented to achieve competitiveness (Goksoy et al., 2012), and
many organisations have turned to it to become more efficient (Hashim et al.,
2015). It is well-suited to radically streamline operational processes from a
customer-flow perspective or business strategy perspective.
BPR is presented as a rethinking approach to improvement through the re-
arrangement of processes that flow smoothly from a customer's perspective
rather than a functional perspective. It is primarily a top-down approach from
leadership, studying the flow of work and information before improving. Process-
oriented mapping and analysis tools, such as flow-process charts and value
stream mapping, assist in creating the as-is model from which analysis is
performed to derive the needed improvement (Melão & Pidd, 2015).
The principle of BPR is to have a process-oriented approach to customer needs
with a flow of information or materials, which can be supported by a process map
or value stream map that shows the connection of the different activities
performed. It specifically depicts the before and after improvements.BPR
attempts to make a dramatic change to the process to impact performance, brings
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the internal supplier and customer closer to avoid delay (waste), and advocates
that process actions and decisions (control and manage) must be closer to avoid
wasting time (Slack et al., 2017).
However, BPR often lacks addressing and incorporating the human factor. The
experiences of those running the processes, as seen by people, can be reduced
as a result of the BPR exercise, which can hinder the capabilities of the
operations or procedures. To avoid this, change management is recommended
(Slack et al., 2017). According to Butt (2020), to mitigate the risks presented by
BPR, a more scientific and evidence-based technique was introduced called
Business Process Management (BPM). BPM is a management discipline that
includes an IT analysis platform that helps the activities of collecting, identifying,
designing, executing, documenting, measuring, monitoring, controlling, and
promoting improvement in business processes to meet business objectives.
BPM focuses on an incremental approach to improving processes that can be
initiated by middle management. It studies the flow of work and information before
enhancing and integrating a process-oriented mapping and analysis tool. Since
BPM is an end-to-end business process management tool that enables the
creation of a process flowchart, it supports BPR and Lean to achieve substantial
results (Butt, 2020).
Lean
Lean thinking is introduced as an incremental approach to compensate for the
gap in BPR that focuses on sporadic change. Lean is about reducing waste and
increasing throughput gradually in the process. The Lean philosophy promotes
key topics such as waste reduction, people involvement, and continuous
improvement (Slack et al., 2017). Lean involves daily changes in operations and
processes to promote continuous improvement and operational excellence
(Antony et al., 2022).
The core of the Lean philosophy describes seven types of waste that are usually
scrutinised and reduced in existing business processes. These are waste due to
transport, inventory, motion, waiting time, over-production, over-processing, and
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defects (Slack et al., 2017). Value Stream Mapping (VSM) supports Lean in
understanding the flow of information or materials as they move into a process,
recording direct activities of creating products and services, and indirect
information systems that support the process (Slack et al., 2017). VSM is similar
to a process map, but it is more applicable to the high-level structure by looking
into high supply chain level process groups. It can also support the BPR effort
because it provides the big picture (Slack et al., 2017).
Like any change programme that attempts to shift the current condition of the
organisation and its processes, Lean is not easy to implement if the know-how,
leadership support, and employee involvement are lacking. Most small and
medium-sized enterprises believe Lean is more applicable to large organisations
because of the perceived effort to implement and quantify its benefits, although
Lean presents an advantage for any type or size of the organisation (AlManei et
al., 2017).
Lean is also associated with a process performance variation tool called Lean Six
Sigma methodology. The scope is not detailed in this study because it applies to
a performance-project-based perspective that organises people to brainstorm
and solve a process-related performance variation. Lean Six Sigma consists of
the DMAIC approach, which means defining the problem in the process,
measuring its performance, analysing the problem and its root causes, finding
solutions to these root causes, and controlling to ensure the improved
performance is maintained (Zaini & Saad, 2019).
For both BPR and Lean, processes should be mapped or modelled for analysis
and improvement purposes, as it is helpful to map processes with arrows to
represent interdependency and structure at various levels. However, it could be
time-consuming, which is a challenge that computerised tools such as business
process modelling and process mining software are seeking to address since
business processes have matured from manual to digital form and have been
integrated with data. In the digital format, they can be mined to understand
performance objectives (Markovitch & Willmott, 2014b).
25
According to Kissflow (2021), all improvement techniques promote a systematic
plan for assessing the as-is process by mapping it before improvement. This
applies to both traditional and digital methods of streamlining, as proposed by
Boute and Van Mieghem (2021).
Talking about the emergence of process mining for those processes supported
by an IT infrastructure means these processes produce data that can be
extracted for analysis and insight using sophisticated techniques such as artificial
intelligence and machine learning. It also seeks to improve the status of business
processes about any identified wastes, such as bottlenecks, congestion, delays,
or non-compliance (Kissflow, 2021).
Therefore, in both techniques discussed above, the first step is to identify, collect
information about the process, and measure the As-Is performance
effectiveness, which can be facilitated by a manual flow chart, value stream
mapping, or integration into the BPM software (Kissflow, 2021). An example of
mapping a customer journey when placing an order in an online shop is the
different steps behind the scenes until the order is delivered, showing all
individual activities and interactions (Brian, 2020). Software mapping and
simulation aid in the improvement once a model is available, which is analysed
on the platform and then assists in streamlining based on the performance
analysis. It is noted that methodologies such as BPR and Lean thinking must be
adopted in the context of the organisation and consider various factors such as
scope, risk levels, people skills, investment, budget, and duration to achieve the
intended streamlined results (Zaini & Saad, 2019).
2.2.2 Digitalising business processes and the application of the DAS model
Organisations are increasingly eager to implement technologies that enhance
efficiency in their operations. The reason for this trend is the benefits of 4IR
technologies, which enable organisations to excel in the market and enhance
their processes. As a result, companies are investing in digital, data-driven
algorithms and advanced software solutions to scale their operations and cope
with the complexity of extending their product portfolio and personalising services
26
(Ross, 2017). Digitisation can also serve as an operational necessity that
supports digitalisation. For example, implementing IoT for equipment health
monitoring and leveraging omnichannel and mobile technologies to enhance the
customer experience (Ross, 2017).
Digitisation represents an advanced improvement phase that brings automation
and sophistication to business processes, enabling them to scale up and achieve
higher efficiency. According to Markovitch and Willmott (2014b), digitisation
involves the introduction of software that replaces manual and paper processes,
automating specific process tasks. This can result in a massive improvement in
order turnaround time and a cost reduction of up to 90%. In essence, digitisation
is the effort that supports digitalisation to achieve a digitally-supported business
workflow or process (Boute & Van Mieghem, 2021).
For this study, the term "digitising" is defined as an advanced stage in which
business processes are supported digitally, as opposed to being analogue-
driven, manual, or paper-based. This involves leveraging digital technologies
such as 4IR Techs, CRM systems, ERP systems, automated process
applications, and advanced software solutions that drive business efficiency.
Digitalisation has an impact on how a business creates products and services,
from fundamental to advanced capabilities, including its resources in operations
with advanced software and hardware solutions to achieve business efficiency.
This concept is presented in the DAS model (Boute & Van Mieghem, 2021).
The DAS model presents two critical dimensions to digital technologies: one
enables autonomy and automation of work, and the second uses intelligent
control algorithms. In the digitalisation journey, it is important to recognise the
current level of business processes and plan for the expected maturity level
driven by organisational objectives and goals. In this instance, Boute and Van
Mieghem (2021) proposed a diagnostic tool called the DAS model, which
assesses the current business process based on the digital, autonomous, and
smart-intelligence maturity levels.
27
This assessment tool focuses on the As-Is streamlined process, which aims to
achieve high efficiency and scalability by eliminating waste. The ultimate goal is
to move the process from a lower to a higher level of digitalisation. To accomplish
this, the main activities are mapped or represented as processes 1, 2, and 3, and
their respective digital levels (1, 2, and 3) are evaluated. These levels are
depicted in Table 1.
Table 1. Adapted from the DAS model (Boute & Van Mieghem, 2021)
Maturity level description
Process 1
Process 2
Process 3
Maturity Level 1
x
x
Maturity Level 2
x
Maturity Level 3
Moving from a lower level (1), where there is little or no computerisation and
everything is done manually with paper forms, to a higher level (3 or 5) involves
connecting all devices in the network, including IoT, to achieve real-time data
insights. At the highest level, the IoT can be integrated to feed into the overall
process using sensors. Higher levels of digitisation enable real-time monitoring
and also open up new opportunities for optimisation as data is generated for use
in machines to perform work using advanced algorithms and artificial intelligence.
This facilitates the automation of work, such as working in Microsoft Office
between different applications (Excel, Access, PowerPoint, SharePoint, etc.).
Such workflows can be easily automated using a bot or a programmable
mechanical device (Boute & Van Mieghem, 2021).
When most work is done digitally with applications, it opens up the possibility of
automating tasks to be performed by machines. For example, a CNC machine
can print a product and its application without human intervention. However,
automation does not always equate to autonomy. While old mechanical devices
28
could work autonomously, they may not necessarily have digital autonomy (Boute
& Van Mieghem, 2021).
Autonomation occurs when a machine can run independently and without human
intervention or control. Combining automation and autonomy is about the role
and location of control rules (algorithms), which dictate when and how tasks
should be performed.
Smart operations occur when we empower these control rules or algorithms with
intelligence, allowing them to sense and learn by using state variables and
observations to become more adaptive, contingent, dynamic, and agile. An
example is condition-based intelligence used to schedule maintenance based on
the condition of machines, which is similar to preventive maintenance with
feedback control. Level 1 occurs when algorithms have multiple inputs (Boute &
Van Mieghem, 2021).
However, investing solely in digital technologies while ignoring key
considerations such as change management, leadership, and people will not lead
to sustained competitiveness at higher levels. Improvement in other aspects of
operational systems, procedures, and policies is required. Thus, streamlining
operational processes before digitisation means simplifying complexity in the
business and leveraging improvement techniques from lean manufacturing and
business process re-engineering to eliminate existing waste and derive the best
value from digitisation (Boute & Van Mieghem, 2021).
2.3 Research objective literature
This section of the literature focuses on how different authors, reports, and
business professionals conduct streamlining and digitalisation, as well as
exploring why digitalisation may occur without streamlining.
Streamlining is based on the principles of simplicity, business efficiency,
customer satisfaction and cost minimisation. According to Boute and Van
Mieghem (2021), good operations management involves streamlining before
29
implementing digitalisation to avoid automating waste. This forms the basis for
this study, as it suggests that a business can operate cost-effectively and exceed
customer expectations by eliminating waste from its processes.
Bortolotti and Romano (2012) conducted a case study in a service company and
concluded that lean comes before digitalisation. They believed that automating a
process that is not streamlined creates problems, and therefore supported the
removal of waste by mapping the existing process before moving to digitalisation
to scale up value-added activities sought by customers while avoiding errors and
inefficiency. However, their research lacked the practical views of business
leaders.
Nicoletti (2013) conducted a study on the digitalisation of procurement processes
using the lean six sigma approach. The study found that extensive
implementation of information and communication technology (ICT) did not
eliminate waste. The author observed that not mapping and streamlining the
process resulted in similar problems as those reported in previous studies. While
the study had similarities with other programmes and best practices, the
improvement technique used differed. The author supported streamlining the
procurement process before digitalising to prevent inefficiencies in business
processes.
In 2014, McKinsey published an article that supported the idea of digitalising
business processes. The article argued that organisations should accelerate their
digital capabilities to meet customer expectations. The article emphasised that
business leaders should not focus solely on digitalisation. They need to reinvent
business processes by reducing unnecessary activities that add no value. The
article primarily concentrated on general practices and success factors from the
largest organisations in the United States. It highly promoted streamlining
business processes to satisfy customers (Markovitch & Willmott, 2014).
Another study on streamlining processes for digitalisation recognised the
importance of streamlining to understand and evaluate business performance for
achieving efficiency. However, it did not explore the extent of the involvement of
30
process excellence professionals. This study focused on improving business
processes before digitalisation to prepare a business for implementing digital
technologies and key enablers. The study examined the level of the business and
its elements (Lodhi et al., 2015).
Lodhi et al. (2015) proposed using Business Process Management (BPM) as an
information technology platform to analyse and improve digital business
processes by integrating elements such as data, applications, and technological
assets. The study examined the different levels of business processes and digital
maturity that could be modelled to identify inefficiencies. In this case, paper-
based streamlining proved to be ineffective. The focus was on the information
technology tool to provide an analytical framework rather than using improvement
methodologies independently of technology.
In 2017, McKinsey released a report on the future of business operating models,
which focused on the integration of digital technologies, organisational resources
and the capability to succeed in the market. This report provided insights into
approaches and levers for driving a new operating model, including lean process
design, digitisation, intelligent process automation, advanced analytics, and
business process outsourcing. The report emphasised that the sequence in
which these approaches were applied should be relative to the challenge and
opportunity at hand, and companies should weigh what to do first based on the
situation. The report promoted the idea that the levers should complement each
other to provide a positive effect but not necessarily streamline and digitalise
(Bollard et al., 2017).
According to Eric (2018), there are debates around the controversial topic of
whether business processes should be streamlined first before digitalisation. He
claimed that ERP system integrators and software vendors frequently advise
implementing the ERP to dictate and standardise processes based on best
practices, which can lead to most digitalisation failures, lengthy project timelines,
and high budget costs. Regardless of what his clients claimed, he believes that
the improved business processes should be independent of the technology and
that a cost-effective improvement approach, such as using a pen and paper to
31
derive the future blueprint without a serious commitment to sophistication, is best
(Kimberling, 2022).
Doyle and Cosgrove (2019) ran an experiment for the EU-funded programme in
an SME to study how digitalisation must be implemented incrementally to avoid
a radical change and improve production. The research stated that businesses
must improve their operations and seek integration in the value chain, and
competitive advantage is achieved through better operations processes and
innovative business models before digitisation. The result of the incremental
improvement approach has helped SMEs and has proven to enable management
to gain confidence in the digital transformation journey. This is obvious support
for streamlining the organisation without the use of sophisticated technology to
remain lean.
Butt (2020) proposed a conceptual framework based on BPM to support
manufacturing in the journey of digital transformation, focusing on organisational
transformation with a moderate emphasis on streamlining as a prerequisite for
process improvement. The study integrated industry 4.0 technology trends,
organisational strategies, strategy levels, and technology-focused strategies and
consisted of sequential phases from identifying the process to discovering the
process, analysing, redesigning, and re-engineering, and then streamlining.
To strengthen the above authors' views, the principle of good operations
management supports streamlining through standardising and optimising
processes to remain the foundation for achieving operational efficiency (Boute &
Van Mieghem, 2021). This view constitutes the backbone of this study, as it
recognises the varied nature of business processes and promotes their
enhancement to avoid costly waste.
An article published in 2022 using a systematic review approach described the
evolution of lean in industry 4.0. It claimed that Lean could be a prerequisite or a
facilitator of Industry 4.0 because there is a synergic relationship between Lean
and digitalisation to achieve operational excellence. The lack of integration
guidance amongst business professionals still exists, and it concluded by stating
32
that the relationship between Lean and digitalisation is not monodirectional but
bidirectional, meaning it is a continuous cycle from streamlining to digitalisation
and digitalisation to streamlining business processes. Organisations and
professionals should continuously think about lean and leverage digital
technologies (Antony et al., 2022).
The ‘why’ digitalisation happens without streamlining
There is a saying that digitalisation is not the end goal but rather an instrument to
achieve it. The introduction of new technologies in business should be driven by
process excellence. However, the rapid changes in digitalisation provide little
guidance and practical recommendations (Martinez, 2019). This lack of guidance
is one reason why businesses fail to streamline their processes even when the
technologies are off-the-shelf with generic benefits. Many organisations are
eager to replicate the so-called success stories of other companies without fully
understanding the implications of automating waste and achieving less efficiency
(Linde et al., 2020).
The lack of streamlining in business processes can be attributed to the
comprehensive competence and skills of business leaders and professionals.
Leaders play a key role and rely on their expertise to leverage and optimise
organisational resources in the pursuit of lean processes and operational
excellence (Cortellazzo et al., 2019). Those involved in driving digitalisation
initiatives must be proficient in assessing and addressing the existing pain points,
weaknesses, and challenges within the organisation.
2.3.1 Proposition 1: Streamline before digitalising
It is evident that streamlining achieved through improvement strategies using
Lean or BPR positively impacts businesses and plays a vital role in enhancing
business efficiency. Streamlined business processes enable digitalisation
because they demonstrate an optimised, simple flow of values that integrate
business activities in a more structured manner, resulting in higher scale
efficiency (Altendorfer-Kaiser, 2014).
33
Hence, the first proposition is that streamlining is a prerequisite for digitalising
business processes to achieve efficiency. This is the first school of thought with
sequential steps as depicted in the analytical framework. However, the literature
presents several perspectives, debates globally and many organisations fail to
streamline before digitalising.
This approach is supported by Boute and Van Mieghem (2021) in improving
existing processes, and it is confirmed by Marino (2022) in the application of Lean
Thinking and BPM to reduce waste from rework and defects in the healthcare
sector when streamlining is applied first.
2.3.2 Proposition 2: Digitalise without streamlining
The second proposition emerging from the literature is that digitalisation often
occurs without proper streamlining, resulting in modest outcomes. Therefore, this
study aims to investigate whether efficiency can be achieved in digitalisation
without streamlining and to reflect on the experiences of business professionals
for insight into future endeavours.
This proposition is related to the common approach of introducing technology as
the solution to all business problems, with the technology itself becoming the
ultimate goal (Butt, 2020). However, without a solid foundation and a proper
assessment of what is truly relevant to the business, this approach can result in
various problems and waste (Boute & Van Mieghem, 2021).
2.3.3 Proposition 3: Streamline embeds digitalisation
The third proposition stems from the understanding of streamlining and its
relationship with the means deployed to improve business processes.
Streamlining can be achieved through management techniques and automation,
which are embedded and integrated. This proposition represents the second
school of thought, which suggests that streamlining is an integral part of
34
digitalisation and can be leveraged to achieve efficiency by using technology to
support business processes and ensure their relevance in the current context.
There is a strong correlation between streamlining and digitalisation as they
complement each other in achieving higher efficiency (Lorenz et al., 2019). This
proposition demonstrates how digitalisation is integrated into the process of
streamlining to produce the best possible outcome or efficiency.
2.4 ANALYTICAL FRAMEWORK
2.4.1 Theoretical Framework
The theory of streamlining defines processes as a set of interrelated activities
that organisations rely on to transform inputs into outputs. It argues that these
processes, whether manual or digitised, must be efficient to ensure value is
delivered to stakeholders while minimising waste, as this enables the continuity
of the business (Zaini & Saad, 2019). In recent years, organisations have found
that improvements in technology alone are often not sufficient to achieve and
sustain higher levels of competitiveness, and streamlining business processes
has become a crucial factor in unleashing the potential of running a business free
of complexity, redundancy, and bottlenecks. It is evident that as businesses
streamline their processes before digitalising, there is a high chance of achieving
performance objectives efficiently (Slack et al., 2017).
Thus, this study is primarily based on the principle of good operations
management, which stipulates streamlining business processes using
improvement techniques before digitalisation to avoid automating waste.
Streamlining is underlined by the ideology of simplicity, business efficiency,
customer satisfaction, and cost minimisation (Boute & Van Mieghem, 2021).
However, there are multiple perspectives and controversial debates among
professionals regarding the extent to which streamlining before digitalisation
prevails and applies to the organisational context to achieve operational
efficiency. These perspectives namely streamline before digitalising, digitalise
35
without streamlining and streamline embedding digitalise form the theoretical
framework of this study, which (Kimberling, 2022; Nicoletti, 2013).
2.4.2 Conceptual Framework
As illustrated in Figure 1, the conceptual framework is adapted from the
operations management transformation input-output model. It comprises a
business process as an input to the first transformation of streamlining, which
produces an optimised process as an output. This output then becomes the input
for the second transformation of digitising, which finally produces the output of an
efficient digitised business process (Slack et al., 2017).
This framework was developed based on the need for efficiency in streamlining
existing processes before digitising. According to Boute and Van Mieghem
(2021), standardising and improving processes are prerequisites for digitisation
to avoid non-value-added processes. Streamlining is an improvement agent that
is associated with management improvement approaches such as BPR and
Lean. Organisations should consider implementing these improvement
approaches before adopting advanced technologies, especially for small and
medium-sized enterprises, as they offer a cost-effective investment (Small et al.,
2011).
Conclusion of Literature Review
Input
Streamlining
Digitalisation
As-Is
business
process
Streamlined or
optimised
business process
Digitalised
business process
(Scalable &
Efficient)
Methodologies:
BPR and Lean
Tool: Flowchart,
VSM and BPM
Model: DAS
Output & Input
Output
Figure 1. Conceptual Design adapted from Input-Output Model (Slack et al., 2017)
1st Transformation
2nd Transformation
36
The conceptual framework mentioned above also supports the first school of
thought, which aims to eliminate waste and simplify business operations.
Organisations that incorporate a lean culture can help facilitate the transition to
digitalisation, where technologies can provide higher scalability and performance
(Antony et al., 2022).
2.5 Conclusion of Literature Review
Although the topic of streamlining is controversial and prominent among
professionals, there are two main understandings of its application in achieving
efficiency through digitalisation. The first understanding is that streamlining is
applied as a prerequisite to digitalisation using improvement methodologies such
as BPR and Lean (Antony et al., 2022). The second understanding is that
streamlining also employs digitalisation to achieve efficiency, with an emphasis
on process improvement. It is said that adopting digital tools to reduce manual
steps is a form of streamlining business processes (Parviainen et al., 2017).
The DAS model aids the digitalisation phase using a diagnostic approach to
assess the process As-Is maturity level (Boute & Van Mieghem, 2021). The
objective of this study is tentatively answered with the different insights and views
that guided the analytical framework. This framework depicts the ideology of good
operations management, which is to streamline before digitalising, and concludes
with an input-output model that supports the conceptual model (Slack et al.,
2017).
37
CHAPTER 3: RESEARCH METHODOLOGY
3.1 Research approach
This research proposes that streamlining is a prerequisite for digitalising business
processes to achieve operational efficiency. However, due to the gap that exists
between the theory and practice of digitalisation around the world, and the
divergent perspectives among practitioners (AbdelMoneim, 2020), a qualitative
methodology is adopted to interview business leaders and professionals in South
Africa to explore and learn from their experiences. The research question on how
operational efficiency is achieved through streamlining before digitalisation is
finally answered.
Professionals play key roles in implementing digital technologies; their
experiences are crucial in understanding the process. Therefore, a qualitative
approach is selected as it provides the opportunity to engage and learn from the
selected participants using their respective contexts and organisations. This
approach is preferred over structuring closed-ended questions that overlook their
pragmatic reasoning (Forward & Levin, 2021). The assumption is that bias is
eliminated and minimised because the study deals with business leaders and
professionals who openly share their true experiences.
3.2 Research design
The basic qualitative design was used due to its flexibility in conducting interviews
and collecting the views of participants based on their experiences and personal
perspectives on the process of digitalising projects, irrespective of their current
positions or employment status. These professionals were asked open-ended
questions to encourage engagement and to explore their personal views, to
uncover the practices, techniques, and strategies they used. This approach
allowed us to understand the reasoning behind their actions and how they
executed their plans, making this design both convenient and robust
(Worthington, 2013).
38
3.3 Data collection methods
The one-on-one interview was chosen as the primary method for data collection
from participants using MS Teams due to its convenience for professionals to
connect remotely and record the interview discussion, including notes and video
recordings. This method provides the advantage of focusing on one participant
at a time, creating a space for them to express their views and meanings without
third-party intervention. It enables participants to be expressive in articulating
their thoughts and allows the researcher to gather in-depth narrative data while
facilitating follow-up discussions (Alshenqeeti, 2014).
3.4 Population and sample
3.4.1 Population
The population for this study comprises South African business leaders and
professionals involved in streamlining business processes. These individuals
possess the skills and experience required to implement digital technologies in
their respective organisations to achieve defined outcomes. Their roles could
range from business process engineers, digital engineers, operations managers,
IT engineers, and other relevant positions as per Appendix A. This population is
selective, as highlighted in the Deloitte report, due to the digital skills gap in South
Africa. The report indicates that only 24% of business leaders believe that
organisations have the digital skills needed (Adão, 2020).
3.4.2 Sample and sampling method
As per the basic qualitative method, the recommended number of participants for
this study is eight to fifteen. Consequently, nine participants were interviewed,
taking into account the time constraint to complete the research while still
enabling us to explore the views of a few selected South African business
professionals (Baker & Edwards, 2012). This was a purposive study, relying on
the researcher's professional network on LinkedIn.
39
3.5 The research instrument
The interview guide, as shown in Appendix C, was developed with sequential
questions to expand on the main objective and question, including a flow of
thought that started with the aim of the research and then explored the topic of
streamlining, digitalising, and achieving operational efficiency. This structure was
consistent for all interviews, which lasted for one hour each, resulting in nine
interviews with the available participants. Each participant was asked five open-
ended questions. Saturation was reached as most professionals shared the same
perspective. The interview schedule was planned and executed as per the
timeline in the section 3.11 of this chapter.
3.6 Procedure for data collection
The participants were contacted directly via a message invitation on LinkedIn
based on their profiles. The message outlined the aim of the study and requested
their participation. The consent request was sent via email and received before
conducting the interviews, as shown in Appendix B. The interviews were
scheduled, and invitations were sent for the agreed date and time. All interviews
were conducted remotely using MS Teams, facilitating the participation of all
participants regardless of their location and the possibility of recording the
meeting with transcripts. The interview guide was shared with the participants
before the meeting for preparation and transparency. During the interviews,
paper notes were taken as a contingency in case the online MS Teams recording
was compromised.
3.7 Data analysis strategies and interpretation
The thematic method was used to analyse the interview transcripts generated
from the MS Teams recording and notes. This descriptive method allowed for
identifying, analysing, and reporting patterns from the data output of the
interviews with all professionals. The data was reduced into a workable format
while enabling interpretation, emerging decisions, and flexibility of this study.
40
As per Castleberry & Nolen (2018), the generic five steps for thematic analysis
are compiling, disassembling, reassembling, interpreting, and concluding the
data. The deductive approach guided the boundary and criteria that focused on
streamlining and digitalising efforts, as per the following five steps (Terry et al.,
2017):
Step 1: Read and familiarise oneself with the interview transcripts (text in MS
Word).
Step 2: Code the transcript by identifying the main features (highlighting the main
points relevant to how business leaders and professionals go about digitising and
measuring efficiency).
Step 3: Use initial themes from the three propositions of the analytical framework
to aid the thematic analysis.
Step 4: Review the patterns to ensure they are aligned with the research objective
of how businesses streamline before digitalisation.
Step 5: Update the defined themes based on the review.
3.8 Possible limitations and challenges of the study
• It is important to note that a qualitative methodology with transcript data
is much more challenging to analyse and requires a good background
in the research topic, compared to a quantitative methodology with
numerical data (Castleberry & Nolen, 2018). Therefore, the analysis
process was approached carefully to ensure accurate findings.
• Selecting professionals in this domain can be difficult, and it may be
challenging to achieve the right meaning from the transcript data.
However, efforts were made to ensure that the selected participants
had relevant experience and expertise in the field of digitalisation and
operational efficiency, which may have improved the quality of the data
collected.
41
• Two participants could not return the member-checking signed form
due to the connectivity issues.
3.9 Quality Assurance
3.9.1 Credibility
To ensure the credibility of the findings, member checking was used, and
participants were given the transcripts through a follow-up email to validate their
perspectives. Member signatures are added in Appendix B. This method adds
rigour to the participant’s views and the analysis of data (Tracy, 2010).
This member checking involves allowing participants to review the data and verify
the accuracy of the interpretations made by the researchers. This process helps
to reduce researcher bias and provides a more accurate representation of the
participants' experiences and opinions. It also strengthens the credibility of the
study and ensures that the findings reflect the perspectives of the participants.
3.9.2 Dependability
To ensure the neutrality and consistency of the findings, an audit trail was
maintained from the recording of all interviews with participants in MS Teams,
including the researcher's notes on the interview form and all activities in the
analysis process (Connelly, 2016).
Maintaining an audit trail involves recording all steps taken during the research
process, including data collection, analysis, and interpretation. This helps to
ensure that the findings are reliable and can be verified by other researchers. It
also promotes transparency and accountability in the research process and
demonstrates the rigour of the study. By maintaining an audit trail, the research
can be replicated and the findings can be validated by other researchers.
42
3.9.2 Transferability
This study is relevant and easily transferable to other contexts and areas where
digitalisation is implemented since digitalisation is an emerging phenomenon
driven by societies, and an increasing number of companies in different countries,
industries, sectors, and societies are employing professionals to exploit the
opportunities that digitalisation brings in transforming economies around the
world (Herold et al., 2021).
3.10 Ethical considerations
The ethics clearance was obtained from the faculty as per Appendix E before
commencing the interviews. and all participants provided their consent before
participating in the interview as per Appendix B.. The invitation letter sent before
the interview contained the purpose of the research, and participants' names are
coded in this report with an ID number from ID 01 to ID 9 to ensure anonymity.
As part of the member checking and reflection, participants were asked to raise
any concerns about sensitive information that could impact their employment or
relationships, and no concerns were raised. This study also abided by the
guidelines set by the university, and plagiarism was checked using Turnitin. Any
similarity scores of 8% or higher were corrected to ensure that the research
adheres to ethical standards. Additionally, all sources were referenced using the
Harvard APA 7th style to maintain academic integrity and give credit to the
authors whose works were used in the study.
3.11 Schedule and timelines
Activity and description
Timeline
Write and Submit Proposal (Supervisor review)
April – 30 June 2022
Present at the panel session
5-7 July 2022
43
Supervisor further review and discussion
7 – 14 July 2022
Receive feedback on proposal outcome and ethics
clearance
26 July 2022
End of August
Interview participants and collect data (including a
follow-up for member checking – credibility)
August – September 2022
Analyse data and synthesise findings
October 2022
Discuss and conclude the project report
November 2022
Complete the first draft and submit it the to supervisor
for review
December 2022
Finalise the report and submit them to the supervisor
to sign off
January 2023
Submit the final report, Final editing and electronic
submission to the faculty office
February 2023
44
CHAPTER 4: PRESENTATION OF FINDINGS
4.1 Introduction
The findings from the nine participants are presented in Tables 2, 3, and 4,
organised according to the three propositions: firstly, streamline before
digitalising to achieve efficiency; secondly, digitalise without optimising; and
lastly, streamline while leveraging digitalisation. Each table contains a theme
corresponding to the respective proposition and is aligned with the analytical
framework. To provide greater clarity, each proposition is accompanied by a
definition, and a sub-theme highlighted in green summarises the interview's
keywords.
4.2 Findings of Proposition 1: Streamline before digitalisation
Table 2. Findings of Proposition 1
Theme:
Streamlining is a prerequisite in digitalisation to achieve efficiency.
Definition:
Making the business simple and more efficient by eliminating waste using improvement techniques
such as BPR and Lean thinking (Akbulut-Bailey et al., 2012).
Sub-theme:
Key codes:
Understand and Improve the As-Is
Model the as-is
Identify gaps
• Using IE Tools
• Streamline before digitalising
• Check As-Is relevancy
• Do Value stream mapping
• Check key measurables, turnaround time,
order cycle, and the different steps
Understand and Improve the As-Is
• Getting recommendations from customers.
• Asking for ideas from customers
• identifying the issues
• Building relationships with stakeholders.
• Be present to understand
• Understand and draft the AS-IS
• Looking at what people do
45
• Use Strategies such as ECS: Eliminate,
combine, and simplify processes.
• Problem-solving
• Use of Kaizen techniques
• Digital tools through the problem-solving
• The three Ps: plant, people, and process
• Document and standardised processes
• Preventive and corrective maintenance
• Check People’s capability and competence
• Understand and map the current process
• Use Process chart and swim-lane diagram
• Identify problems and solve them
• Finding causes of delay and the impact of
manual intervention
• Asking questions, asking Why and using the
Ishikawa tool
• Taking one part of the business
• Define the problem
• Involving people. People are experts.
• Plot the As-is and propose the future
• Simulating to see the scenario
• Drawn it on the board
• Qualitative and Quantitative techniques
• Questionnaire/Survey
• Reduce queuing, approval time, escalation
level, turnaround time, a window of
opportunity, speed up service
• Visibility of Productivity parameter output
and Optimise the process.
• Improve efficiency, company growth, Big
client base, turnaround time, Information
visibility, Transparency, different stages of
approvals, Manual process times, customer
• Process mapping tool
• Customer complaint description
• Checking the servicing time
• process mapping tool
• Lean sigma and Waterflow approach
• Change management
• Engage employees
• Listening to the voice of the customer.
• Understand and document the as-is process
• The data analytics
• Time-consuming process evaluation
• No attempt to improve the process individually
• Interaction with stakeholders
• Identify the As-is process, then to-be
• Three approaches
- See if there is any duplication
- See if people use the process in the same way
- What wastes are in the system using six sigma
through standardisation
• Understand how you're currently doing it
• Currently as-is and then in the future
• Where are the pain points
• Voice of the customer (VOC)
• Getting in a room to brainstorm
• Speed and accuracy, quick analysis and
decision making, traceability, information
sharing
• Risk, Long turnaround, a strain on the human,
fatigue, and human error. It can’t be accurate,
losing concentration, capture information,
avoid delays
46
satisfaction, Competition, Lack of data use
and Employee dissatisfaction.
• considerable stock value, Manual
accounting, and Streamlining would make
the processes faster and more efficient,
more effective, more efficient, Management
drive, and time-consuming, It was a lot
much.
• To integrate all processes, and reduce the
turner; The ness is growing, inconstancy in how
the operation runs, how many touch points there
are, the voice of the customer
• Driven by top management, lack of knowledge,
the misconception of the digital, lack of data to
measure the process performance, Number of
non-standardised processes
• Enable businesses to work more efficiently in
highly competitive environments, Regulatory
compliance, Compete beyond borders, do the
basics right, Remove silos across the
organisation have standard processes,
customer satisfaction, inefficient processes,
Ability to scale, ability to grow and to minimise
human interactions and Quality or error rate
(internal)
4.3 Findings of Proposition 2: Digitalisation with streamlining
Table 3. Findings of Proposition 2
Theme:
Possibility to achieve efficiency in digitalisation without streamlining.
Definition:
The business processes are supported digitally instead of analogue-driven, manual or paper-based,
and leveraging digital technologies such as 4IR Techs, CRM, ERP systems, Automated Process
Applications and Advanced Software Solutions that drive business efficiency (Boute & Van Mieghem,
2021).
Sub-theme:
Key-codes:
Digitalise without streamlining:
• it depends; get some good results but with streamlining, you get higher efficiency.
• It's possible, even though it is debatable. With some 5% efficiency is guaranteed
• It’s going to be a failure.
• It is impossible because you create more problems than you had.
• No, engaging people will help to improve; you need to understand the end-to-end value chain
• Streamlining is the business and can’t be ignored
• Streamlining would make the processes faster and more efficient
• A technology-driven streamlining to customise and configure the solution to specifications you're
almost configuring the inefficiencies.
• The automation is easy; optimise before digitalising.
• 80% of digitalisation happens without optimisation because most people are skilled in automation
47
4.4 Findings of Proposition 3: Digitalisation embeds
streamlining
Table 4. Findings of Proposition 3
Theme:
Finding an opportunity to digitalise; streamlining happens in digitalisation to achieve efficiency.
Definition:
Leverage technologies to aid business processes while ensuring the As-Is are relevant and improved.
Sub-theme
Key codes:
Leverage digitalisation and streamlining
(Improve As-Is)
• propose improvement intervention
• opportunity to automate
• It depends on the requirement
• do it in a system and eliminate specific
tasks
• to look at the as-is and what is available
(opportunity)
• Leverage technology or what is available
• Benchmarking processes
• How our competitors do it
• Look overseas
• Standardised to a certain extent, but
flexible enough.
• Project management
• System development life cycle: SDLC
• RFQ process
• Benchmark existing software
• Issue a tender, tendering process
• Quest for a proposal
• Research and development
• Find a better way to hasten the process to
make it as efficient as possible and make
it as accurate as possible.
• Streamline: higher efficiency
• It is iterative checking and improving
• Streamlining is a process similar to
change management; it needs to happen
before, during and after.
• Streamlining is all about answering why
we're doing it.
• Streamlining would make the processes
faster and more efficient
• To streamline or increase efficiencies.
Leverage digitalisation and streamlining (Improve As-
Is)
• Create a business case
• Bring a system demo
• Decision-makers look into the proposal.
• Push-pull from vendors
• Put a justification, a project brief, and a
motivation.
• Case studies
• Project management
• Visiting other organisations
• Vendor proposal
• Third-party digital system
• Project management
• Change Management
• Pilot testing
• User acceptance testing
• Training
• bottleneck and pain points
• look for opportunities to digitise.
• Engaging with people
• saw the opportunity and brought the technology
based on the challenge.
• There was a need to prepare the data
• The research was done on SAP
• SAP consultants
• Which areas can we automate quickly
• The maturity level is different depending on the
industry.
• Financial institutions have specialised skills and
considerable budgets to introduce improvement.
They need to know the output and much
reverse engineering. They need to be flexible
because a lot of structure won’t allow it. Agile
48
• Streamlining is almost embedded in
digitalisation
enough. The ability to change course and A
rigid structure won’t happen.
• Companies don't go on and have sequential steps;
streamlining is almost embedded there, and much
more could be done in that space before you even
try to increase the suggested technology.
4.5 Summary of the findings
The three propositions discussed during the interviews are summarised in Table
5, showing the number of participants who supported them.
Table 5. Proposition and findings summary
Summary of themes / Proposition
How many participants
supported the proposition
Streamlining happens before digitalisation to achieve
efficiency
Understand and Improve the As-Is
1+1+1+1+0+1+0+1+0 = 6
Digitalisation without streamlining achieves efficiency
Digitalise without streamlining:
0+0+0+0+0+0+0+0 = 0
It depends on the opportunity to digitalise; streamlining
happens in digitalisation to achieve efficiency. It is not
always a sequential approach
Leverage digitalisation and streamlining (Improve As-Is)
1+0+0+1+1+1+1+0+1 = 6
49
CHAPTER 5: DISCUSSION OF THE FINDINGS
5.1 Introduction
This chapter introduces the demographics of the nine participants interviewed for
this study, then discusses the discovered perspectives, which are structured and
presented by the three propositions, and are further explained in the context of
the literature, which allows the findings to be positioned. In conclusion, the
analytical framework is amended, and a new one is presented based on practical
views of the findings.
5.2 Demographic profile of participants
The participants in this study are business leaders and professionals from South
Africa. The majority of participants have between three to thirty years of work
experience and are currently employed either as consultants or employees. Most
participants were directly involved in business process improvement and
digitalisation in their respective organisations.
5.3 Discussion of streamlining a prerequisite in digitalisation to
achieve efficiency.
The findings reveal that the majority of the business professionals support this
proposition, which is themed as "understanding and improving the As-Is
sequentially before attempting any alternation." Understanding means the
problem or challenge in the business process is known and defined, such as long
turnaround times, a lack of speed, quick decision-making, lower customer
satisfaction, a lack of process accuracy and transparency, etc. And improving
means modelling the as-is process, identifying the gaps, proposing improvement
interventions, mapping the value stream, solving the problem, and listening to the
voice of the customer.
50
Participants mentioned that this is about the business’s existence, and the
technology does not understand it. It is essential to check the relevancy of the
existing business, do a gap analysis, engage employees, check people’s
capabilities, and do problem-solving by leveraging Lean methodologies or other
industrial engineering tools.
This is consistent with the literature and Altendorfer-Kaiser's (2014) argument
that before digitalisation, streamlining should be performed to optimise the As-Is.
And, in a sequential approach, the theory of good operations fundamentals is to
first optimise and streamline before automating. Therefore, the prerequisite
condition of streamlining is proven to achieve efficiency.
5.4 Discussion on achieving efficiency in digitalisation without
streamlining
The possibility of achieving efficiency by simply digitalising an existing business
is not supported. Some participants mentioned that it depends; some good results
might be achieved but with streamlining, higher efficiency is guaranteed. Another
participant argued that 80% of digitalisation happens without streamlining. Others
said it's possible, even though it is debatable, with some 5% efficiency
guaranteed. But most of them believe that it will be a failure and impossible
because more problems will arise than before.
This finding agreed with the literature and Boute and Van Mieghem's (2021)
argument that optimisation and standardisation should come first to avoid
automating waste. Thus, efficiency is not guaranteed without streamlining.
5.5 Discussion of leveraging digitalisation
Leveraging digitalisation is seen as a requirement and opportunity for many
businesses, with streamlining playing a vital role in achieving efficiency. While
most participants supported this approach, they claimed it was a practical one.
It's important to note that, in practice, modelling the existing process and
51
improving it using management techniques is not applied sequentially but rather
as an iterative approach to digitalising and streamlining. Bollard et al. (2017) also
stated that the best efficiency is achieved when different improvement levers,
such as streamlining or digitalisation, can build on each other, given the many
variables businesses encounter, such as legacy systems, regulatory
requirements, and centralised globally deployed systems that impact their
operations.
Therefore, there's no universal formula for streamlining and digitalisation, starting
with lean thinking and finishing with digitalisation. Business leaders propose
improvement interventions, look at opportunities to automate depending on the
requirements, leverage digital systems, eliminate specific tasks, benchmark what
is available, and leverage proven technologies. Once the new systems are
implemented, performance objectives are evaluated through the voice of the
customer, project management deliverables, investment realisation, comparing
the before and after, gap closure analysis, as-is relevancy, etc., to ensure that
efficiency is achieved.
The literature reviewed this practical insight of streamlining and digitalisation as
the second school of thought, where efficiency is guaranteed because the results
or objectives are evaluated. The measurement of efficiency through the
parameters listed above provides insight that the literature leaves out. Bauer and
Göbl (2019) added that business processes that implemented a higher level of
digitalisation produced higher efficiency and fewer manual tasks than processes
with no digitalisation. Therefore, the higher efficiency achieved with digitalisation
surpasses the manual process of achieving business objectives.
5.6 Conclusion
The three propositions presented describe how business leaders can integrate
and apply streamlining and digitalisation to achieve efficiency. Firstly,
streamlining can be achieved by understanding and improving processes through
the use of management techniques. Secondly, digitalisation without streamlining
52
is not supported as it can result in waste and reduced efficiency. Thirdly,
leveraging digitalisation and measuring outcomes is seen as a practical
approach. Streamlining is not a sequential process but is instead embedded in
digitalisation. By combining the first school of thought with the second,
streamlining is achieved through a process of understanding the "As-Is",
mapping, identifying gaps, and improving. With the second school of thought,
streamlining through digitalisation occurs by using business processes to guide
improvements based on their impact on efficiency and opportunity.
53
CHAPTER 6: CONCLUSIONS & RECOMMENDATIONS
6.1 Introduction
This section emphasises the role of streamlining in achieving efficiency and
provides a clear description of how business leaders can streamline business
processes. Streamlining is achieved through improvement methodologies that
involve analysing and improving the existing processes. Business leaders do not
support simply digitalising processes to avoid automating waste. However, they
do argue that streamlining can be achieved through digitalisation.
Therefore, a new framework and table are recommended to fit the digital level,
the legacy system, and the impact of efficiency, as shown in Figure 2 and Table
6. These tools are designed to help business leaders effectively streamline their
processes and improve their efficiency by providing a clear understanding of the
relationship between digitalisation, legacy systems, and efficiency.
6.2 Conclusions regarding research objective.
Business leaders and professionals approve that streamlining plays a critical role
in digitalising business processes and achieving efficiency. As shown in Figure
2, they all agree that streamlining prevails as the crucial factor to higher efficiency
(understanding and improving the business) and recognizing business
challenges and opportunities. However, streamlining is not always in a sequential
approach as suggested in the analytical framework (Boute & Van Mieghem,
2021) due to factors such as the opportunity, the business legacy, the business
requirement and the resource constraint.
Digitalisation embeds Streamline
Original thought
Second thought
Streamline Digitalise
Efficient process
54
Streamlining could apply when there is an opportunity to automate requirements.
Combining both strestreamlinedughts by using Business Process Reengineering
(BPR), Lean methodologies, and digitalisation is valuable in reaping the benefits
of Fourth Industrial Revolution (4IR) technologies (Buer et al., 2021). By
leveraging these tools and techniques, businesses can streamline their
processes to achieve greater efficiency and better leverage digitalisation to drive
innovation and growth.
Business leaders streamline their processes by first understanding the "As-Is" or
the present situation of the business. Improvements are then made based on the
opportunities presented if the appropriate technologies are available. The critical
point is to thoroughly examine the company, its pain points, challenges, people,
and processes, and then leverage technologies to address these challenges and
improve the overall business.
Therefore, streamlining is about optimising the company's existence and finding
the best way to conduct its operations. Whether using improvement strategies or
leveraging digitalisation, the ultimate results should prove efficiency through the
defined objectives or stakeholder satisfaction. In this way, streamlining is not just
about reducing costs or improving processes but also about improving overall
business performance and creating value for stakeholders.
6.3 Recommendations
The controversial debate among business professionals about whether
streamlining should come before digitalisation is addressed by stating that
streamlining happens iteratively when there is an opportunity or a requirement.
In the digitalisation journey, it is important to ensure that streamlining happens by
identifying gaps and concerns and then leveraging the relevant technology that
Figure 2. Emergent Framework
55
minimises waste and enables greater efficiency and effectiveness (Zoltners et al.,
2021).
Based on the McKinsey report by Bollard et al. (2017), the literature review, and
the findings, this study recommends a non-sequential model that aids in the
selection and prioritisation of business processes, as shown in Table 6. This
recommended tool could apply to any operation, regardless of its digital maturity
level (manual or digital). Business leaders can select the business process to be
studied, define the pain points, challenges, and problems, assess the gap,
opportunity, and the "As-Is" digital maturity, and then choose the appropriate
approach based on the efficiency impact.
The impact on efficiency represents the trade-off of a combination of performance
indicators defined as important to the business, such as customer satisfaction,
cost, speed, flexibility, quality, and dependability. The opportunity to leverage
each approach would depend on the business requirement, available resources,
budget, and legacy systems. This model provides a structured and flexible
approach that can be adapted to any business operation to achieve greater
efficiency and success.
Table 6. Recommended streamlining assessor
Process
Existing
situation (As-is)
Digital Maturity
level (DAS)
Streamlining
approaches
Impact on efficiency
Process?
Problem,
Challenges,
Pain Points,
Gaps,
Requirements or
Opportunity
Assessed level?
Streamline_1
(Lean, BPR)
Low - Medium - high?
Digitalisation_2
(Embedded
Streamlining)
Low - Medium - high?
Business leaders are encouraged to implement digitalisation that fits the purpose,
where flexibility and customisation are applied, as long as efficiency can be
56
measured and guaranteed. As a result, it is critical to review the current state,
identify opportunities for automation, address challenges and pain points, and
implement automation as needed. To avoid waste and potential issues, it is
critical not to digitalise before first understanding the AS-IS situation and
improving the business. It is important to standardise processes, check that the
technology is relevant and can bring value, and, if necessary, customise existing
solutions based on the business's needs.
This study recommends that leaders should use the proposed assessment tool
and carefully consider deploying resources and budgets when adopting lean,
BPR, or digitalisation. It is crucial that the evidence of achieving higher efficiency
be visible to avoid the associated costs and loss of revenue that can negatively
impact the business (Small et al., 2011).
6.4 Suggestions for further research
This research offers views from a few South African business leaders, but
exploring different professionals and industries would be beneficial. This could
provide new perspectives and potentially quantify the impact of streamlining on
business efficiency, customer satisfaction, and operational and service
excellence. A relevant future study would be the application of the proposed tool,
"Streamlining Business Process Assessor," which facilitates business leaders'
decision-making. This table could be a valuable tool for companies to rethink their
existing processes and identify the right technologies to implement, leading to
increased efficiency and competitive advantage (Vartolomei & Avasilcai, 2019).
57
Table 4. Consistency table: research objective, propositions, data collection and data analysis
RO#
Research Objective
Prop#
Proposition
Data collection detail
Data analysis method
1
To explore how business leaders
and professionals streamline
business processes in digitalising
and how they measure efficiency.
1.1
Streamlining prevails as a
prerequisite in digitalising
business processes to
achieve efficiency
Interview guide
questions
1, 2 and 3
Thematic analysis
1.2
Digitalisation without
streamlining produces
waste
Interview guide
questions
5
Thematic analysis
1.2
Streamlining happens in
digitalisation depending
on the opportunity to
automate and achieve
efficiency
Interview guide
questions
4
Thematic analysis
58
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63
APPENDIX A (The participant information sheet)
Participants ID
Job title
ID01
Senior Industrial Engineer
ID02
Continuous Improvement
Manager
ID03
Operations Manager
ID04
Supply Chain Manager
ID05
Senior Business Analyst
Consultant
ID06
Specialist Business Engineer
ID07
Supply Chain Manager
ID08
Continuous Improvement
Specialist
ID09
Senior Business and Digital
Transformation Analyst
64
APPENDIX B (Participant agreement and consent)
ID
I.... (Please type your name in the
below space) agree to
participate in this research
project. The research has been
explained to me, and I
understand what my
participation will involve
I agree that my
participation will
remain anonymous,
and I will inform the
researcher if there is
any confidential
information.
I agree that
the
researcher
may use
anonymous
quotes in his
research
report
I agree that
the
interview
may be
audio
recorded
I agree that the information I
provide may be used
anonymously after this
project has ended for
academic purposes by other
researchers, subject to their
ethics clearance.
1
ID01
YES
YES
YES
YES
2
ID02
YES
YES
YES
YES
3
ID03
YES
YES
YES
YES
4
ID04
YES
YES
YES
YES
65
5
ID05
YES
YES
YES
YES
6
ID06
YES
YES
YES
YES
7
ID07
YES
YES
YES
YES
8
ID08
YES
YES
YES
YES
9
ID09
YES
YES
YES
YES
66
67
APPENDIX C (Interview guide)
68
APPENDIX D (Deductive thematic analysis)
Refer to Chapter 4. Presentation of findings: Tables 2, 3, and 5
Note: The various biases were minimised by selecting business professionals and consolidating their perspectives before making a
conclusion, a member checking was used, and participants were given the transcripts through a follow-up email to validate their
views.
The keywords of participants from P01 to P09 are summarised below:
Participant ID 01
Participant ID 02
Participant ID 03
Participant ID 04
Participant ID 05
Participant ID 06
Participant ID 07
Participant ID 08
Participant ID 09
• manual business
processes
• manual evaluation
• digitized
processes
• manual or
paper-based
process
• real-time logs
• escalation
procedures
• manual and
paper-based
data collection
• Manual to
automatic
processes
• ERP
implementation
• Cost Manual analysis
system
• manual way of
calculating and
negotiating
• streamlining
and integration
of all supply
chain
processes.
• Manual
Inventory
process
• Manually
processing in
Microsoft Office
•
• payments and collections
process
• reduce queuing
• Approval times
• level Escalation
• turnaround times
• customer
satisfaction
• a window of
opportunity
• Speed up service
• information
knowledge
• information flow
• Information
sharing
• decision-
making
• speed of
gathering
• accuracy point
of view
• speed and
accuracy
• Visibility of
Productivity
parameter
output
• Optimise the
process
• improve
efficiency
• company’s
growth
• Big client base
• turnaround time
• Information
Visibility
• Transparency
• different stages
of approvals.
• Manual process
times
• Risk
• Long turnaround
• a strain on the
human
• fatigue, and human
error.
• It can’t be accurate
• losing concentration.
• capture information
• avoid delays
• to integrate all
processes
• reduce the
turnaround
• The business is
growing
• inconstancy in
how the
operation runs
• how many
touchpoints
• voice of the
customer
• big stock value
• Manual
accounting
• Streamlining
would be making
the processes
faster and more
efficient.
• more effective
• more efficient
• Management
drive
• time-consuming
• Driven by top
management
• lack of knowledge
• misconception of
the digital
• lack of data to
measure the
process
performance
• Number of non-
standardised
processes
• enable businesses to
work more efficiently
• highly competitive
environment
• Regulatory compliance
• Compete beyond
borders
• doing the basics right
• Remove silos across the
organization.
• to have standard
processes
• customer satisfaction
69
• inefficiencies
• Traceability
• Quick decision
• efficiency,
modernity,
faster, reliability
• Quick analysis
• customer
satisfaction
• Competition
• Lack of data use
• Employee
dissatisfaction.
• It was a lot of
work.
• inefficient processes
• Ability to scale
• inefficient processes
• ability to grow
• to minimize human
interactions
• Quality or error rate
(internal)
• model the as-is
• identify gaps
• IE Tools
• propose
improvement
intervention
• opportunity to
automate
• streamline before
digitalising
• As-is relevancy
• It depends on the
requirement
• value stream
mapping
• key
measurables,
turnaround
time, order
cycle, different
steps
• Strategy such
as ECS:
Eliminate,
combine and
simplify
processes.
• Problem-
solving
• PMR, the Step
3 project
• Kaizen
• digital tools
through the
problem-solving
• three Ps: plant
people process
• Document and
standardised
processes
• preventive and
corrective
maintenance
• People’s
capability and
competence
• Understand and
map the current
process
• Process chart
• swimlane
diagram
• putting the time
• identify the
problem and
solve
• finding causes of
delay and the
impact of manual
intervention
• Use the Why
Ishika tool
• taking one part of
the business
• The process of
asking questions
and checking
what
• Define the
problem
• Check people
and competency
• involving people.
People are
experts.
• current
processes and
check the As-is.
• do it in a system
and eliminate
specific tasks
• to look at the as-is
and what is
available
(opportunity)
• Qualitative and
Quantitative
techniques
• Questionnaire/Survey
• Voice of the
customer (VOC)
• getting in a room to
brainstorm
• Getting
recommendations
from customers.
• Asking for ideas from
customers
• identified the issues
• building relationships
with stakeholders.
• Leverage
technology or what
is available
• be present to
understand
• understand
the AS-IS
• Draft the as-is
process
• looking at what
people do
• Process
mapping tool
• Asking
questions
• Customer
complaint
description
• time servicing
• process
mapping tool
• lean sigma,
Waterflow one
• change
management
• employees are
engaged
• the voice of the
customer.
• understand and
document the
process as is
• the data
analytical
• time-consuming
• No attempt to
improve the
process
individually
• Interaction with
stakeholders
• Identify the As-is
process, then be
• Three approaches
-See if there is any
duplication
-See if people use the
process in the same
way
-What waste is in the
system using six
sigma through
standardisation
• Benchmarking
processes
• to understand how
you're currently doing it
• Currently as-is and then
going forward
• Where are the pain
points
• how our competitors do
it
• Look overseas
• Standardised to a
certain extent, but
flexible enough.
70
• Plot the As-is and
propose the
future
• simulating to see
the scenario
• drawn it on the
board
• Project
management
• System
development life
cycle: SDLC
• RFP process
• benchmark
existing software
• issue a tender
• quest for a
proposal
• research and
development
• Create a
business case
• bring a demo
• decision-
makers look
into the
proposal.
• push-pull from
vendors
• Put a
justification, a
project brief,
and a
motivation.
• Benchmark
• case studies
• project
management
• visiting other
organizations
• tendering
process
• Vendor proposal
• Third-party
digital system
• Project
management
• Change
Management
• people involved
• agreeing on the
processes and
steps with all
stakeholders
• all new roles
defined
• System demo
• Pilot testing
• user acceptance
testing
• Training
• Proper research to
understand the as-is
• bottleneck and pain
points
• look for
opportunities to
digitise.
• Engaging with people
• saw the
opportunity and
brought the
technology
based on the
challenge.
• There was a
need to prepare
the data
• project change
management
• The research
was done on
SAP
• SAP consultants
• Tendering process
• which areas can we
automate quickly right
• The maturity level is
different depending on
the industry.
• specialised skills are
available. hire specific
black belt sigma.
• Streamline is not
structured like in a Power
utility company
• Banks have a huge
budget to introduce
improvement
• to be flexible. A lot of
structure won’t allow it.
• agile enough. The ability
to change course.
• A rigid structure won’t
happen.
• needs to know the output
and work for reverse
engineering.
•
• value analysis
• anticipated
benefits
• project
management
• Streamline: higher
efficiency
• realizing our value
from the
investment?
•
• the voice of the
customer
• operations
requirements
• service
questionnaire
• factory
acceptance
testing
• Project
management
• Project
deliverables
• Gaps closure
analysis
• Compare before
and after
• satisfaction from
your client
• With a few clicks,
they can find the
information
• The information
is available
• an SLA with the
service provider
• test cases and train
people afterwards.
• Set targets and
verification
• customer
feedback
• turnaround time
• Accuracy
• Turnaround
• Customer
feedback
• working harder
than smarter
before
• improved our
business and
employee
morale
• Management
visibility
• The automation is
easy, optimise
before digitalise.
• 80% of
digitalisation
happens without
optimisation
because most
people are skilled
in automation
• The voice of the
customer
• Customer satisfaction
was measured.
Customer feedback and
defined SLA.
• External error: customer
= Customised the
experience
71
• Management
control and
insight
• As-is relevancy
it depends; get
some good results
but with streamlining
you get higher
efficiency.
• doing value
stream
mapping
It's possible, even
though it is
debatable. With
some 5%
efficiency is
guaranteed
• People, Process
and Plant
It’s going to be a
failure.
• It is iterative
checking and
improving
It is impossible
because you
create more
problems than
you had.
• Find a better way
solution to hasten the
process to make it as
efficient possible to
make it as accurate
as possible.
No, engaging people
will help to improve;
you need to
understand the end-
to-end value chain
• Streamlining is
a process
similar to
change
management; it
needs to
happen before,
during and
after. I would
say a change of
behaviour. And
streamlining is
all about
answering why
we're doing it.
• What is our
business? That
is part of
streamlining.
• Streamlining
would be making
the processes
faster and more
efficient.
•
• To streamline or
increase efficiencies.
• Companies don't go on
and have sequential
steps
• Streamlining is almost
embedded in there;
much more could be
done in that space
before you even try and
increase the suggested
technology
• a technology-driven
streamlining
• to customise the solution
and configure it to
specifications
• you're almost configuring
the inefficiencies.
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APPENDIX E (Ethics approval notification)