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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.

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.


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Advisors Excel, LLC

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World Bank Group

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One Call Care Management

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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.




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.




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.




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.




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

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

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.


Overall Impact

Average $ Saved

Average Days Saved

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 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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