- Today’s hyper-competitive and dynamic business environment is forcing organizations to adopt new technologies to improve the efficiency of existing processes.
- The business must create the structural capabilities required to maintain their competitive edge and execute innovative ideas.
- Despite the recognized importance of leveraging process automation, many organizations fail to first create a comprehensive strategy.
- Too often, a shiny new BPM tool is procured but then sits on the shelf.
Our Advice
Critical Insight
- Shift from focusing on an isolated BPM and process improvement project to a sustainable, enterprise-wide process transformation program.
- Take an iterative approach to BPM. Big-bang approaches have failed in the past.
- Enhance overall maturity before deciding to automate. Immature processes will have trouble supporting the vast change and complications BPM will impose.
Impact and Result
- IT is essential in engaging business stakeholders to drive the BPM initiative. IT needs to be a support mechanism and assist with technology, but otherwise needs to facilitate the business with managing their own processes.
- Before you can begin BPM, assess the organization for appropriateness and readiness through people, process, and technological maturity.
- Don’t just dive in: identify the appropriate organization level (team, departmental, business unit, or enterprise-wide) for which you should initiate your BPM initiative.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
10.0/10
Overall Impact
$62,999
Average $ Saved
10
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Advisors Excel, LLC
Guided Implementation
10/10
$62,999
10
World Bank Group
Guided Implementation
10/10
N/A
5
One Call Care Management
Guided Implementation
9/10
N/A
N/A
It was helpful to talk through all of the technologies that we as an organization should be thinking about in our BPM/automation efforts to make su... Read More
Workshop: Create a Business Process Management Strategy
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Evaluate Current State and Gap Analysis
The Purpose
- Understand why the project is important.
- Alignment of business drivers with issues and pain points.
- Identification of project goals, scope, risks, participants, and metrics.
- Identification of stakeholders.
Key Benefits Achieved
- Set the context of a BPM integration strategy within our organization.
- Gain approval to move ahead with the project.
Activities
Outputs
BPM fireside chat
- Understanding of the challenges and the strategy objectives
Identify project team and roles
- RACI chart
Address project management elements
- List of project risks and constraints
Establish baseline metrics
- Metrics
Module 2: Gather BPM Requirements
The Purpose
- Identification of high-level processes that can meet business goals.
- List of processes that are suited for BPM automation.
Key Benefits Achieved
- Best methods and practices for analyzing and gathering process requirements.
Activities
Outputs
Map processes to business goals
- List of processes for automation
Gather process automation requirements
- Automation requirements
Analyze processes
- Thorough understanding of processes
BPM Appropriateness Assessment Tool
- Shortlist of processes for automation
Module 3: Identify Capabilities
The Purpose
- Identification of your current state and the gaps to fill in order to reach target state.
- Prioritized initiatives.
- Comprehensive roadmap.
- Roles that are needed for each project phase.
Key Benefits Achieved
- Fit-for-purpose strategic roadmap.
Activities
Outputs
Assess current capabilities
- Current BPM maturity
Conduct a gap analysis
- Gap analysis
Prioritize initiatives
- Roadmap
Identify dependencies
- Dependencies
Ensure the right roles are available
- Schedule
Module 4: Make the Business Case
The Purpose
- The business value generated from a BPM automation strategy.
- Audience for the business case.
- Best practices for communication.
- Determine the authority and who can make changes to the BPM strategy.
- Metrics.
Key Benefits Achieved
- Define best methods and practices for communicating initiatives and changes with stakeholders.
- Establish metrics.
Activities
Outputs
Make the case for BPM
- Business case
Learn your audience
- List of stakeholders that will be involved in the business case presentation
Identify communication methods
- Communication methods
Determine costs/benefits
- BPM value
Create a communication plan
- Communication plan
Govern your strategy
- Governance model
Establish metrics
- Metrics to track