Build a Winning Business Process Automation Playbook

Optimize and automate your business processes with a user-centric approach.

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Haphazardly implementing and managing your business process automation can lead to:

  • High maintenance and operational costs for your process automations.
  • Process users rejecting the adoption of the optimized and automated processes.
  • Stressing existing bottlenecks and inefficiencies in your processes.

Taking a strategic approach to your business process automation practice can:

  • Ensure you are addressing the right problems and automation opportunities.
  • Focus your investments on high-value, high-return, and strategic automation use cases.
  • Set the foundations for future automation initiatives.

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Onsite 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 onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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Member Rating

7.8/10
Overall Impact

$9,571
Average $ Saved

8
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

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:
1.1 State your objectives and metrics.
  • Business process automation vision and objectives
  • Business process automation guiding principles
1.2 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:
2.1 Optimize your processes.
  • Assessed and optimized business processes with a repeatable framework
2.2 Automate your processes.
  • Fit assessment of use cases to automation solutions
2.3 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:
3.1 Deliver your MVAs
  • Refined and enhanced SDLC
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