Select a Business Process Management Tool

A standardized approach to process orchestration and automation.

Onsite Workshop

Adopting a BPM solution without a calculated and traceable approach to selection leads to:

  • Cost overruns
  • Unstable business processes
  • Significant rework

Selecting a BPM solution using our approach has many benefits. It leads to:

  • Traceability of decision making
  • Relevant process improvements
  • Effective process orchestration across applications

Module 1: Understand BPM Landscape and Define Expectations

The Purpose

  • Understand BPM technology.
  • Kick-off current state assessment.

Key Benefits Achieved

  • Clear project expectations
  • Level-setting of BPM knowledge
  • Understanding of BPM current state

Activities: Outputs:
1.1 Set expectations with participants.
  • Project expectations
1.2 Align with organizational goals.
1.3 Understand BPM landscape: Low code vs. development platform + BPM vs. RPA.
  • Understanding of BPM landscape
1.4 Complete BPM strategy model.
  • BPM strategy model
1.5 Understand importance of standardizing business processes before automating.
1.6 Discover process improvement challenges, risks, and opportunities.
  • Challenge, risk, and opportunity table
1.7 Choose one pilot project per area present at workshop (relevant business process in need of automation).
  • BPM current state

Module 2: Perform Business Process Improvement for Pilot Project

The Purpose

  • Map current state processes and determine potential areas of improvement.

Key Benefits Achieved

  • Understanding of process mapping techniques
  • Identification of areas for improvement in current processes

Activities: Outputs:
2.1 Review current state.
2.2 Map the current state using BPMN 2.0 and swim lanes.
  • Mapped pilot process
2.3 Identify the process pains, gains, and sustains.
2.4 Perform a root cause analysis.
  • Root cause analysis
2.5 Analyze the current-state process diagram.
2.6 Summarize findings and determine what needs to be addressed.
  • Summarized findings and recommendations

Module 3: Design a Future State Improved Process and Distil Top-Level Requirements

The Purpose

  • Develop a future state for the processes that will be automated.

Key Benefits Achieved

  • Mapped version of the target state process
  • Distilled top-level requirements for BPM solution

Activities: Outputs:
3.1 Brainstorm for potential solution ideas.
3.2 Cluster and refine ideas to generate overarching solution buckets.
3.3 Discuss the future state of your pilot project.
  • Description of what the updated process should do
3.4 Map the future state process diagram using BPMN 2.0
3.5 Distil top-level BPM strategy requirements from the revamped process.
  • Top-level BPM strategy requirements

Module 4: Develop Roadmap for BPM

The Purpose

  • Develop the prioritized BPM initiative roadmap.

Key Benefits Achieved

  • Development of a BPM roadmap
  • Identification of milestones
  • Initiative accountability assigned

Activities: Outputs:
4.1 Brainstorm and categorize specific initiatives for automating improved process with BPM.
4.2 Create a roadmap for implementing process changes.
  • BPM initiative roadmap
4.3 Define the roles and responsibilities for the new process.
4.4 Prioritize initiatives and roll out schedule.
4.5 Identify key stakeholders for each phase of the BPM project.
4.6 Identify stage gates and milestones.
  • Prioritized initiatives and assignment

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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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