Develop Your Value-First Business Process Automation Strategy

Scale your business automation by focusing on the people, processes, and value that matter.

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Haphazardly scaling business process automation in your organization without strategy results in:

  • Disjointed automation solutions that do not gain the benefit from working together.
  • Overinvesting in technologies that do not best address the future problems of the business.
  • Lack of stakeholder buy-in to invest in the practices needed to support your BPA objectives.

A value-driven business process automation strategy allows you to:

  • Ensure that BPA initiatives and practices drive toward the business priorities that matter.
  • Select the BPA opportunities that both deliver business value and set the right foundations.
  • Prioritize the maturity of key BPA capabilities that meets your target state practice.

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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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Module 1: Understand the Context

The Purpose

Understand the business priorities and your stakeholders' needs that are driving your business process automation initiatives while abiding by the risk and change appetite of your organization.

Key Benefits Achieved

  • Translate business priorities to the context of business process automation.
  • Arrive at a common definition of business value.
  • Come to an understanding of the needs, concerns, and problems of BPA stakeholders.
  • Discover organizational risk and change tolerance and appetite.

Activities: Outputs:
1.1 Set the Business Context
  • Business problem, priorities, and business value definition
1.2 Understand Your Stakeholder Needs
  • Customer and end-user assessment (e.g. personas, customer journey)
1.3 Build Your Risk & Change Profile
  • Risk and change profile

Module 2: Define Your BPA Objectives and Opportunities

The Purpose

Set reasonable and achievable expectations for your BPA initiatives and practices, and select the right BPA opportunities to meet these expectations.

Key Benefits Achieved

  • Align BPA objectives and metrics to your business priorities.
  • Create guiding principles that support your organization’s and team’s culture.
  • Define a vision of your target-state BPA practice
  • Create a list of BPA opportunities that will help build your practice and meet business priorities.

Activities: Outputs:
2.1 Define Your BPA Expectations
  • BPA problem statement, objectives, and metrics
2.2 List Your Guiding Principles
  • BPA guiding principles
2.3 Envision Your BPA Target State
  • Desired scaled BPA target state
2.4 Build Your Opportunity Backlog
  • Prioritized BPA opportunities

Module 3: Assess Your BPA Maturity

The Purpose

Evaluate the current state of your BPA practice and its readiness to support scaled and complex BPA solutions.

Key Benefits Achieved

  • List key capabilities to implement and optimize to meet the target state of your BPA practice.
  • Brainstorm solutions to address the gaps in your BPA capabilities.

Activities: Outputs:
3.1 Assess Your BPA Maturity
  • BPA maturity assessment

Module 4: Roadmap Your BPA Initiatives

The Purpose

Identify high-priority key initiatives to support your BPA objectives and goals, and establish the starting point of your BPA strategy.

Key Benefits Achieved

  • Create an achievable roadmap of BPA initiatives designed to deliver good practices and valuable automations.
  • Perform a risk assessment of your BPA initiatives and create mitigations for high-priority risks.
  • Find the starting point in the development of your BPA strategy.

Activities: Outputs:
4.1 Roadmap Your BPA Initiatives
  • List of BPA initiatives and roadmap
4.2 Assess and Mitigate Your Risks
  • BPA initiative risk assessment
4.3 Complete Your BPA Strategy
  • Initial draft of your BPA strategy
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