- 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.
- 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.
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.
Average $ Saved
Average Days Saved
MUFG Investor Services
Town of Apex
County of Nevada
Ohio Lottery Commission
City of Leduc
State Department Federal Credit Union
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
- 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
- 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
- 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