Develop a Comprehensive BPM Strategy for Successful Process Automation

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


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Companies without a comprehensive BPM strategy for process automation experience the following pains:

  • Lack of visibility. Departments consistently miss service delivery targets. The business doesn’t understand where process bottlenecks occur and therefore cannot rectify the issue.
  • Compliance issues. Without formal processes and documentation it is challenging to point auditors to proof of compliance documentation which may result in fines and penalties.
  • Misalignment between IT and the business. There cannot be business process management without the business. Often the business and IT fail to communicate. IT needs to map the business's needs to their own capabilities. If the strategy is misaligned the business will receive an automated process that doesn’t capture their needs, leading to project failure.
  • Processes that fail to scale. IT will attempt to scale a process that is currently being used in one department to additional departments. Without a strategy this proves to be challenging as there are often people, process, and technical constraints.

A formalized IT strategy process results in:

  • Doing it right the first time around.
  • Eliminating and/or reducing rework due to poor execution.
  • Identifying dependencies/pre-requisites and ensuring processes are deployed in the correct order, at the correct time, and by the right people.
  • Engaging all necessary resources to design and implement required processes.
  • Assessing current maturity and capabilities, and designing the roadmap with these factors in mind.
  • Determining level of investment available and designing the roadmap with this in mind.

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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.

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.

Activities: Outputs:
1.1 BPM fireside chat
  • Understanding of the challenges and the strategy objectives
1.2 Identify project team and roles
  • RACI chart
1.3 Address project management elements
  • List of project risks and constraints
1.4 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.

Activities: Outputs:
2.1 Map processes to business goals
  • List of processes for automation
2.2 Gather process automation requirements
  • Automation requirements
2.3 Analyze processes
  • Thorough understanding of processes
2.4 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.

Activities: Outputs:
3.1 Assess current capabilities
  • Current BPM maturity
3.2 Conduct a gap analysis
  • Gap analysis
3.3 Prioritize initiatives
  • Roadmap
3.4 Identify dependencies
  • Dependencies
3.5 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.

Activities: Outputs:
4.1 Make the case for BPM
  • Business case
4.2 Learn your audience
  • List of stakeholders that will be involved in the business case presentation
4.3 Identify communication methods
  • Communication methods
4.4 Determine costs/benefits
  • BPM value
4.5 Create a communication plan
  • Communication plan
4.6 Govern your strategy
  • Governance model
4.7 Establish metrics
  • Metrics to track
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