Business Processes - Templates & Policies

Business Process Automation Strategy Template

This template is leveraged as part of Develop Your Value-First Business Process Automation Strategy to hep you document your business process automation strategy.

Your Enterprise Application Implementation Playbook

This is the main playbook that you build through the exercises defined in the ​Build Your Enterprise Application Implementation Playbook blueprint.

RPA Pilot Playbook Template

This template, associated with Build Your First RPA Bot, will help you define and document your RPA adoption.

Governance Dashboard Template

This is an example of what a project dashboard for the steering committee could look like. It provides the key data points the committee is interested in.

Software Audit Launch Email Template

This template will notify the management team of the impending audit.

Robotic Process Automation Communication Template

Communicate robotic process automation and its potential impact on your organization to your stakeholders using this presentation template.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

ACE Communications Deck

This template will give you step-by-step inputs from storyboard exercises to communicate the outcomes of your Agile Center of Excellence to your key stakeholders.

CoE Maturity Diagnostic Tool

This tool will help you determine the maturity level of your Center of Excellence.

Audit Defence RACI Template

This template of the blueprint, Prepare and Defend Against a Software Audit, will help you in assigning reponsabilities to those on your cross functional audit team.
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