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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.

Create a Business Process Management Strategy Research & Tools

1. Structure the project

Determine the BPM strategy goals, objectives, and scope, identify the project participants, and assign roles.

2. Gather requirements

Gather information from business stakeholders to identify the goals and objectives for the BPM strategy, and collaborate with stakeholders to identify the processes and sub-processes that are relevant to the business objectives.

3. Analyze current capabilities

Identify the gaps between the current and future maturity that may prevent you from successful process automation, and review recommendations for enhancing maturity.

4. Create a roadmap

Select and prioritize BPM automation initiatives.

5. Make the business case

Effectively sell the value of a BPM automation strategy to obtain approval to proceed with implementation.

6. Implement the strategy

Learn how to communicate initiatives with stakeholders that will be affected by change.

Avoid project failure by keeping the “B” in BPM.

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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.


Stewart Bond

Jenna Schroeder


  • British Sugar
  • Kemley Design
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