Center of Excellence Setup

Setting up for Success

Path to Value Kickstart 2.0

Customer Value Team

 Key Aspects for Success

Value Adoption & Change

Realization Enablement Management
Have a Value Plan Training/Enablement Plan Center of Excellence
Frame Value
Realize Value
Sustain Value

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Key Aspects for Success

Value Adoption & Change

Realization Enablement Management
Have a Value Plan Training/Enablement Plan Center of Excellence
Frame Value
Realize Value
Sustain Value

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
Center of Excellence Setup
 Center of Excellence Setup

Why a CoE & Scope of a CoE

1.- CoE Scope and Setup Organizational Setup
Operating Model Setup

Roles of a CoE & How to start

2.- Roles, Governance, and Success Factors Governance
Main Success Factors

Determine your Scope, Organizational and Operating Setup

3.- Define your CoE Setup, Roles and Governance Determine who will cover each Roel
Determine your Governance

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Center of Excellence Setup

Why a CoE & Scope of a CoE

1.- CoE Scope and Setup Organizational Setup
Operating Model Setup

Roles of a CoE & How to start

2.- Roles, Governance, and Success Factors Governance
Main Success Factors

Determine your Scope, Organizational and Operating Setup

3.- Define your CoE Setup, Roles and Governance Determine who will cover each Roel
Determine your Governance

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 CoE Scope and Setup

1.- Why & Scope of a CoE 2.- Organizational Setup 3.- Operating Model Setup

Why a CoE, and the difference scopes we We differentiate various types of CoE Difference between a centralized model
can assigned to a CoE: depending on their embedding in the and a Hybrid model.
organization
- Execution Management as a Service
- Process Mining as a Service
- Platform as a Service

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Why Center of Excellence?
Could Celonis be used for MANY Processes and Uses Cases in your Organization?

Center of Excellence

CoE Lead

Subject Matter Expert Data Analyst Data Engineer

1. Governance 2. Deployment 3. Value Realization 4. Enablement

- Alignment with Executive - Data Connectivity - Calculate Business Cases - Training Sessions
- Identify and Prioritize Initiatives - Analysis Development - Turn Business Case into Actions - Support Users
- Project Plans & Status Reviews - Quality Assurance - Track Value Achievement - Monitor Usage and Adoption

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Scope of the CoE

Execution Management • Drive Process Transformation & Automation

as a Service • Drive Change Management
• Establish and track improvement measures
• Drive value realization and measurement

Process Mining • Build and operate user Dashboards

as a Service • 1st level support on tool functionalities
• Community & Communication, share successes
• Functional training and enablement
• Support data analysts to build use cases

Platform
as a Service • Data access, connectivity, replication
• User Administration & Governance
• 1st level technical support
• Infrastructure management
• Data Protection and Security

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Organizational Setup
We differentiate various types of CoE depending on their embedding in the organization

Associated IT Lead Business Lead Inhouse Shared With CDO

with a unit/
function
Consulting Services
PM PM
Business Business CoE Business CoE Business Chief Digi. Officer

PM PM PM
IT CoE IT IT IT CoE CoE

Embedded BPM CoE Automation Analytics CoE

in an existing
CoE
CoE
BPM CoE Automation CoE Analytics CoE

PM PM PM
CoE CoE CoE

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Operating model

Hybrid setup Centralized setup

One centralized CoE (e.g., in the IT dept) Only one centralized CoE
and one/several additional CoE(s) in other bundling all roles, responsibilities
(business) functions (e.g., purchasing dept) and activities.

Requires high maintenance, but proximity to Greatest economies of scale / high

BPOs fuels transformation success probability of transformation success

CoE Function/Business Unit

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Center of Excellence Setup

Why a CoE & Scope of a CoE

1.- CoE Scope and Setup Organizational Setup
Operating Model Setup

Roles of a CoE & How to start

2.- Roles, Governance, and Success Factors Governance
Main Success Factors

Determine your Scope, Organizational and Operating Setup

3.- Define your CoE Setup, Roles and Governance Determine who will cover each Roel
Determine your Governance

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Roles, Governance, and Success Factors

1.- Roles & How to start 2.- Governance 3.- Main Success Factors

Check below the typical CoE roles you Determine which meetings, participants Executive sponsors are the #1 critical
must think when building a CoE, and some and content and relevant to operate and success factor.
additional roles than be added as you monitor all Celonis initiatives and plans.
grow. Check below for more details.

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 CoE Roles & Responsibilities
Next to typical CoE roles , further roles can be added to support the CoE

Common CoE Lead Subject Matter Data Analyst Data Engineer IT Application
Roles Build & manage Expert Build analyses and Drive technical Owner
CoE; Demand Bridge the gap develop actionable implementation and Entrepreneur for one
Management between central insights in Celonis. provide ongoing or more execution
and interaction with CoE and operational technical support. management apps.
sponsor and units.
business.

Optional Change Product Owner Agile Master External And others

Roles Manager Maximize the value Coordinates/helps consultant PM
Responsible for of the product, in the prioritization BVA role (Business …
strategic change maximize the value of tasks in the CoE. Value Architect) or
processes; expected of the CoE. senior advisor, helps
to evangelize the to share expertise,
CoE in the company. transfer of
know-how.

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 CoE - How to start
Plan Establish Scale

• Pilot Use Case • Expand use cases • Drive Transformation

• Focus on quick success • Establish champions • Automate & Innovate
• Nominate Lead • Initiate Community • Broad BPO involvement

Executive Sponsor Executive Sponsor(s) Executive Sponsor(s)

STRATEGIC STRATEGIC STRATEGIC

GUIDANCE GUIDANCE GUIDANCE
REPORTING REPORTING REPORTING

Center of Excellence Center of Excellence Center of Excellence

CoE Lead CoE Lead CoE Lead IT Operations

Subject Matter Subject Matter Subject IT Application

Data Analyst Data Engineer Data Analyst Data Engineer Data Analyst Data Engineer
Expert Expert Matter Expert Owner

ENABLEMENT ENABLEMENT ENABLEMENT

EXPERTISE EXPERTISE EXPERTISE

BPO, Process Teams and End Users BPO, Process Teams and End Users BPO, Process Teams and End Users
Business Appli- Business Appli-
BPO Business User BPO Business User BPO Business User
cation Owners cation Owners

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Recommended role setup for various CoE sizes
(based on the number of supported departments and implemented processes)

Subject IT Application
Role CoE Lead Matter Expert Data Analyst Data Engineer Owner

Small CoE
1 department
1 – 2 processes
0.5 0.5 2 1.5 0
Medium CoE
2 – 5 depart.
3 – 5 processes
1 4.5 4 2 0.5
Large CoE
5+ departments
5+ processes 1.5 7 5 4 2

For Small CoEs, Data analysts and Data engineers are the most
Subject Matter experts are especially important for large CoEs
important team members, while IT application owners are only
and scale proportionally with the number of connected processes.
needed for medium or large CoEs.

All numbers based on averages

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Roles in Time
Team

External Support

Data Analyst(s)
Process Mining Consultant
Data Engineer(s)
Data Ops Engineer
Data Engineer
Customer Value Architect Technical Implementation
Frame/Realize/Sustain Value
Data Analyst
Build Analysis
Subject Matter Expert
Bring in domain knowledge
CoE Lead
Build & manage CoE

Time
Internal Capabilities

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Define your Governance
Ex
Meeting Frequency Duration Participants Content am
pl
e
• Review value realisation plan
• Executive Sponsor
• Track results to date and focus
Quarterly 2 -3 hours • CoE Lead
Value areas for action
• Business Champions (SMEs)
committee • Update plan as needed

• Executive Sponsor
• Maximum escalation level
• CoE Lead
• Strategic direction
SteerCo Monthly 1.0 hour • Business Champions (SMEs)
• Communication of major facts
• Implementation Team
and figures
(where applicable)

• Key milestone updates

• CoE Team • Cross functional issue / risk
Project Status • Business Champions (SMEs) exposure
Weekly 1.0 hour
(1 per process) • Implementation Team • Coordination with CoE
(where applicable) development
• Ad hoc topics for discussion

• Workshops: user mapping,

• Relevant stakeholders
Ad-hoc requirements, value creation, etc
Vary based on (ad-hoc)
Deep Dive Sessions working • Breakout sessions: value
topic • Implementation Team
sessions realization (work packages),
(where applicable)
user enablement, etc

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Executive sponsors are the #1 critical success factor

Executive sponsor

Committed and highly

qualified team
Business knowledge

01
about the processes in focus

02
03
Three most crucial success factors for a CoE

94% 63%
of customers with of customers consider an Executive
a positive CoE ROI have sponsor the most crucial success
an Executive sponsor. factor for a CoE.

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Center of Excellence Setup

Why a CoE & Scope of a CoE

1.- CoE Scope and Setup Organizational Setup
Operating Model Setup

Roles of a CoE & How to start

2.- Roles, Governance, and Success Factors Governance
Main Success Factors

Determine your Scope, Organizational and Operating Setup

3.- Define your CoE Setup, Roles and Governance Determine who will cover each Role
Determine your Governance

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Define your CoE Setup, Roles and Governance

1.- Determine your Scope, Org, 2.- Determine the 3.- Determine your
and Operating Setup Roles of your CoE Governance

CoE Setup Template: HERE CoE Setup Template: HERE CoE Setup Template: HERE

When it comes the moment, you can use Put a name to the core roles of your CoE. Finally, once the scope and roles are clear,
the template to document and present You will find a slide for this in the same you should define a clear governance, to
internally the Setup of your CoE. template. monitor and evaluate any progress.

You will find a slide for this in the same

template.

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Determine the Scope of your CoE Ex
am
pl
e
Execution Management • Drive Process Transformation & Automation
as a Service • Drive Change Management
• Establish and track improvement measures
• Drive value realization and measurement

Process Mining • Build and operate user Dashboards

as a Service • 1st level support on tool functionalities
• Community & Communication, share successes
• Functional training and enablement
• Support data analysts to build use cases

Platform
as a Service • Data access, connectivity, replication
• User Administration & Governance
• 1st level technical support
• Infrastructure management
• Data Protection and Security

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Determine your Organizational Setup Ex
am
pl
e

Associated IT Lead Business Lead Inhouse Shared With CDO

with a unit/
function
Consulting Services
PM PM
Business Business CoE Business CoE Business Chief Digi. Officer

PM PM PM
IT CoE IT IT IT CoE CoE

Embedded BPM CoE Automation Analytics CoE

in an existing
CoE
CoE
BPM CoE Automation CoE Analytics CoE

PM PM PM
CoE CoE CoE

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Determine your Operating model Ex
am
pl
e

Hybrid setup Centralized setup

One centralized CoE (e.g., in the IT dept) Only one centralized CoE
and one/several additional CoE(s) in other bundling all roles, responsibilities
(business) functions (e.g., purchasing dept). and activities.

CoE Function/Business Unit

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Determine your CoE Candidates Te
m
pl
Center of Excellence at
e

CoE Lead

Subject Matter Expert Data Analyst Data Engineer

Role Resources Candidates Names

Executive Sponsor Up to two Name

CoE Lead Single Contact Name

Subject Matter Expert 1 x Process Name

Data Analyst x shared resources Name

Data Engineer x Shared Resources Name

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
 Define your Governance
Ex
Meeting Frequency Duration Participants Content am
pl
e
• Review value realisation plan
• Executive Sponsor
• Track results to date and focus
Quarterly 2 -3 hours • CoE Lead
Value areas for action
• Business Champions (SMEs)
committee • Update plan as needed

• Executive Sponsor
• Maximum escalation level
• CoE Lead
• Strategic direction
SteerCo Monthly 1.0 hour • Business Champions (SMEs)
• Communication of major facts
• Implementation Team
and figures
(where applicable)

• Key milestone updates

• CoE Team • Cross functional issue / risk
Project Status • Business Champions (SMEs) exposure
Weekly 1.0 hour
(1 per process) • Implementation Team • Coordination with CoE
(where applicable) development
• Ad hoc topics for discussion

• Workshops: user mapping,

• Relevant stakeholders
Ad-hoc requirements, value creation, etc
Vary based on (ad-hoc)
Deep Dive Sessions working • Breakout sessions: value
topic • Implementation Team
sessions realization (work packages),
(where applicable)
user enablement, etc

Celonis Material/Templates helps in guiding our conversation. Should never act as a limitation.
Thank you.