Select and Implement the Right BPM Solution for the Organization

Design your workdays with a “suite” solution.

Onsite Workshop

Organizations that do not invest in BPM technology can suffer from the following:

  • Manual processes that operate inefficiently, with redundant activities and delays between steps
  • Process performance mistakes and downtime that increase a process’s margin for error and runtime
  • Higher process costs related to running a process
  • Greater business risk due to a lack of monitoring of a business process

An investment in BPM technology can provide your organization with the opportunity to:

  • Increase organizational productivity
  • Improve the quality of business processes
  • Decrease process costs
  • Reduce business risk related to the execution of a process

Module 1: Launch a BPM Selection Project

The Purpose

  • Identify the scope and objectives of the workshop
  • Discuss the benefits and opportunities related to a BPM investment
  • Gain a high level understanding of BPM and the BPM market definitions and details.
  • Outline a project plan and identify the resourcing requirements for the projects

Key Benefits Achieved

  • Determine workshop scope
  • Identify the business drivers and benefits behind a BPM investment
  • Outline the project plan for the organization’s BPM selection project
  • Determine project resourcing
  • Identify/perform the steps to launch the organization’s selection project

Activities: Outputs:
1.1 Identify business drivers for investing in process automation technology
  • Completion of a project charter
1.2 Identify the organization’s fit for a BPM investment
  • Launched BPM selection project
1.3 Create a project plan
1.4 Identify project resourcing
1.5 Outline the project’s timeline
1.6 Determine key metrics
1.7 Determine project oversight
1.8 Complete a project charter

Module 2: Analyze BPM Requirement and Shortlist Vendors

The Purpose

  • Identify functional requirements for the organization’s BPM suite
  • Determine technical requirements for the organization’s BPM suite
  • Identify the organization’s alignment to the Vendor Landscape’s use case scenarios
  • Shortlist BPM vendors

Key Benefits Achieved

  • Documented functional requirements
  • Documented technical requirements
  • Identified use case scenarios for the future BPM solution

Activities: Outputs:
2.1 Interview business stakeholders
  • Documented requirements for the future solution
2.2 Interview IT staff
  • Identification of the organization’s BPM functional use case scenarios
2.3 Consolidate interview findings
  • Shortlist of BPM vendors
2.4 Identify use case scenario alignment
2.5 Review Info-Tech’s BPM Vendor Landscape results
2.6 Create custom shortlist

Module 3: Plan the Procurement Process

The Purpose

  • Identify the steps for the organization’s procurement process
  • Identify components of the organization’s RFP
  • Brainstorm contents of the demo script
  • Discuss the organization’s evaluation framework for BPM

Key Benefits Achieved

  • Action plan for performing an evaluation of shortlisted BPM vendors and procurement of a single solution

Activities: Outputs:
3.1 Debrief workshop results
  • Outlined procurement process
3.2 Scope procurement process
  • Scoped RFP
3.3 Outline RFP contents
  • Action plan for next steps regarding selecting and implementing a BPM suite
3.4 Outline framework for evaluating vendor solutions

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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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