Create a Business Process Management Strategy
Avoid project failure by keeping the “B” in BPM.
- 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
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
Need Extra Help?
Speak With An Analyst
Get the help you need in this 1-phase advisory process. You'll receive 5 touchpoints with our researchers, all included in your membership.
- Call 1: Structure the project
Get off to a productive start: establish the rationale for building a BPM automation strategy and structure the project: validate scope, stakeholders, assumptions, and constraints, and set metrics to measure success.
- Call 2: Gather requirements
Discuss the business goals mapping to processes. Review process owner interviews and information gathered around processes for automation. Review the results of the Process Automation Appropriateness Assessment.
- Call 3: Identify current capabilities
Review results of the current state maturity assessment and interpret gaps between current and target states. Review initiatives to fill gaps.
- Call 4: Develop the strategic roadmap
Review the prioritization of initiatives. Discuss dependencies. Review results of the TCO calculator and potential benefits, and implementation alternative selection.
- Call 5: Review the business case and implementation plan
Review the business case and provide insight into selling the case to senior management. Assist with plans for securing resources, communicating initiatives, and implementing the strategy.
Contributors
- British Sugar
- Kemley Design
Build a Winning Business Process Automation Playbook
Reduce Time to Consensus With an Accelerated Business Case
Build Your AI Business Case
