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Build a Winning Business Process Automation Playbook

Optimize and automate your business processes with a user-centric approach.

  • Organizations often have many business processes that rely on manual, routine, and repetitive data collection and processing work. These processes need to be automated to meet strategic priorities.
  • Your stakeholders may have decided to invest in process automation solutions. They may be ready to begin the planning and delivery of their first automated processes.
  • However, if your processes are costly, slow, defective, and do not generate the value end users want, automation will only magnify these inefficiencies.

Our Advice

Critical Insight

  • Put the user front and center. Aim to better understand the end user and their operational environment. Use cases, data models, and quality factors allow you to visualize the human-computer interactions from an end-user perspective and initiate a discussion on how technology and process improvements can be better positioned to help your end users.
  • Build for the future. Automation sets the technology foundations and process governance and management building blocks in your organization. Expect that more automation will be done using earlier investments.
  • Manage automations as part of your application portfolio. Automations are add-ons to your application portfolio. Unmanaged automations, like applications, will sprawl and reduce in value over time. A collaborative rationalization practice pinpoints where automation is required and identifies which business inefficiencies should be automated next.

Impact and Result

  • Clarify the problem being solved. Gain a grounded understanding of your stakeholders’ drivers for business process automation. Discuss current business operations and systems to identify automation candidates.
  • Optimate your processes. Apply good practices to first optimize (opti-) and then automate (-mate) key business processes. Take a user-centric perspective to understand how users interact with technology to complete their tasks.
  • Deliver minimum viable automations (MVAs). Maximize the learning of automation solutions and business operational changes through small, strategic automation use cases. This sets the foundations for a broader automation practice.

Build a Winning Business Process Automation Playbook Research & Tools

1. Business Process Automation Deck – A step-by-step document that walks you through how to optimize and automate your business processes.

This blueprint helps you develop a repeatable approach to understand your process challenges and to optimize and automate strategic business processes.

2. Business Process Automation Playbook – A repeatable set of practices to assess, optimize, and automate your business processes.

This playbook template gives your teams a step-by-step guide to build a repeatable and standardized framework to optimize and automate your processes.

3. Process Interview Template – A structured approach to interviewing stakeholders about their business processes.

Info-Tech's Process Interview Template provides a number of sections that you can populate to help facilitate and document your stakeholder interviews.

4. Process Mapping Guide – A guide to mapping business processes using BPMN standards.

Info-Tech's Process Mapping Guide provides a thorough framework for process mapping, including the purpose and benefits, the best practices for facilitation, step-by-step process mapping instructions, and process mapping naming conventions.

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Workshop: Build a Winning Business Process Automation Playbook

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: Identify Automation Opportunities

The Purpose

  • Understand the goals and visions of business process automation.
  • Develop your guiding principles.
  • Build a backlog of automation opportunities

Key Benefits Achieved

  • Business process automation vision, expectations, and objectives.
  • High-priority automation opportunities identified to focus on.




State your objectives and metrics.

  • Business process automation vision and objectives
  • Business process automation guiding principles

Build your backlog.

  • Process automation opportunity backlog

Module 2: Define Your MVAs

The Purpose

  • Assess and optimize high-strategic-importance business process automation use cases from the end user’s perspective.
  • Shortlist your automation solutions.
  • Build and plan to deliver minimum viable automations (MVAs).

Key Benefits Achieved

  • Repeatable framework to assess and optimize your business process.
  • Selection of the possible solutions that best fit the business process use case.
  • Maximized learning with a low-risk minimum viable automation.




Optimize your processes.

  • Assessed and optimized business processes with a repeatable framework

Automate your processes.

  • Fit assessment of use cases to automation solutions

Define and roadmap your MVAs.

  • MVA definition and roadmap

Module 3: Deliver Your MVAs

The Purpose

  • Modernize your SDLC to support business process automation delivery.

Key Benefits Achieved

  • An SDLC that best supports the nuances and complexities of business process automation delivery.




Deliver your MVAs

  • Refined and enhanced SDLC

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.

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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.

Read what our members are saying

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 3-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Identify automation opportunities
  • Call #1 - Document your need for business process automation.
  • Call #2 - Identify process optimization and automation opportunities.

Guided Implementation #2 - Define your MVAs
  • Call #1 - Document your current processes
  • Call #2 - Assess your business processes.
  • Call #3 - Optimize your business processes.
  • Call #4 - Discuss automation solutions.
  • Call #5 - Automate your business processes.

Guided Implementation #3 - Deliver your MVAs
  • Call #1 - Define and roadmap your MVAs.
  • Call #2 - Modify your SDLC process to support automation.


Andrew Kum-Seun

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