BPM Stakeholder Interview Guide

Author(s): Stewart Bond, Jenna Schroeder

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At the beginning of the project, when it is critical to identify processes to automate, it is important to conduct structured interviews with process stakeholders. Not all processes lend themselves well to BPM automation and, therefore, structured interviews are a vital part of assessing the health, strategic importance, and feasibility of a process.

Use of this interview guide to identify and understand:

  • Process business context
  • Process organizational culture
  • Process customer interaction
  • Process handoffs
  • Process business rules
  • Process capacity
  • Process bottlenecks
  • Process variation
  • Process cost
  • Process human involvement
  • Process controls

Leverage the insight from these interviews to choose appropriate processes for automation that are aligned with the business’ long-term goals.

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