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.
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.
7.8/10
Overall Impact
$8,432
Average $ Saved
7
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Oklahoma State University
Guided Implementation
8/10
$2,599
5
Leading Resolutions
Guided Implementation
7/10
N/A
2
Would have liked more examples
MUFG Investor Services
Workshop
8/10
$16,400
5
Content & delivery along with discussions it sparked was really good. I think we could do better in terms of taking breaks and also spread these 4... Read More
IBT Inc
Guided Implementation
8/10
N/A
20
The industry knowledge and professionalism of the team is outstanding! They have been very patient and present information as it applies to my proj... Read More
Town of Apex
Workshop
8/10
$6,299
2
Best parts were next steps, templates and action items, no worse parts to mention
County of Nevada
Workshop
9/10
N/A
N/A
TTX Company
Guided Implementation
10/10
N/A
N/A
Ohio Lottery Commission
Guided Implementation
8/10
N/A
N/A
Best: The discussion of what the BPI is and is not.
City of Leduc
Workshop
8/10
$16,000
16
Facilitators were great and used practical examples.
State Department Federal Credit Union
Guided Implementation
10/10
N/A
N/A
The advice and resources are so helpful. I couldnt rate time saved yet as we are just getting started but I am thrilled with the support I have re... Read More
Peoples Bank
Guided Implementation
10/10
$31,833
5
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.
Activities
Outputs
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.
Activities
Outputs
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.
Activities
Outputs
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.
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.
Build a Winning Business Process Automation Playbook
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