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Strategic Business Process Automation
Presented at the PMI Houston Chapter Events – March 2017
Strategic Business Process Automation
Business Process Management (BPM) can help organizations of all sizes become more
efficient and responsive to the dynamic demands of their market and customers. Applying
cognitive technology to BPM (also known as Business Process Automation) can help
organizations save time, increase agility, and reduce cost by automating their manual,
repetitive, and rule-based processes.
However the right implementation of Business Process Automation in most organizations is
an art and a science. To gain full benefit from Business Process Automation, a business must
first weigh several factors, such as understanding and streamlining processes and defining a
clear strategy and vision before applying technology automation to their business.
In this session we will discuss tools and techniques and best practices for a holistic approach
to Business Process Automation, considering the end-to-end business process management
and consolidated demand for the technology application across multiple business units.
Nooshin Yazhari, PMP
Founder and President
Optimum Consultancy Services
Facts:
• Most valuable assets of every organization are: People and Business Content. Business
processes are what connects people and content together.
• All organizations use processes to operate and preform day-to-day work, even if they
don't formally write down those processes.
• Streamlined processes and automated workflows help connect the silos between
people, process, and content.
Process Management & Automation
Introduction to BPM
What is BPM?
• Business Process Management (BPM):
• Discipline of improving corporations’ performance and aligning IT investments to business strategies by
managing and optimizing company's business processes.
• Pillars of BPM:
• People, Information, Process, Technology
• Lifecycle of BPM initiatives:
• Process maturity assessment
• Analyze (As-is)
• Re-design and model
• Implement
• Automate
• Monitor and Manage
• Improve Again!
BPM Frameworks
• There are major kinds of BPM frameworks available in the market:
• Top-down, focusing on the implementation of large-scale improvements
• Bottom-top, a gradual improvement of individual activities and business processes
• IT focused methodologies/frameworks focusing on the automation and computerization of small and
medium-sized processes
• Commonly Used Process Maps:
• Top-down flowcharts (what)
• Deployment flowcharts (what and who)
• Detailed flowcharts (stranded and standard paths)
• Swim lanes/Cross functional
• SIPOC (supplier-input-process-output-customer)
• …
SIPOC
S I P O C
Suppliers Inputs Process Outputs Consumers
When to use:
• Commonly used at the start of a project to help define the overall/broader scope
• Helps define a complex project that may not be well scoped or understood
• Provides a comprehensive view the main processes
Process Flow Charts
When to use:
• A Process Flow Chart is the visualization of the separate steps of a
process in sequential order; used when a process is sequential and
contains several decisions
• Easy to read and understand standard with well defined syntax; use to
communicate complex processes to differed levels of stakeholders
Swim Lanes
When to use:
• Organizes activities into groups based on who is responsible for the different steps within a process
• Visual overview of job sharing and responsibilities for sub-processes of a business process
• Helps identify not just the bottlenecks in a process, but also the parties responsible for them
Misrepresentations/Myths of BPM
• BPM is a technology!
Although there are technologies on the market that enable processes
to be aligned with desired, improved, future state outcomes.
• BPM is a one-time exercise!
It involves a continuous evaluation, improvement, and automation of
processes to align with current and future organizational needs
Introduction to Business Process Automation
What is a Workflow?
Workflows move multiple content and/or
tasks in parallel– from one place or person
to another- while accommodating
exceptions and conditions by applying user-
defined rules.
Workflows can be automated to save time,
reduce human errors, and increase
productivity.
Distract.
Magnets for mistakes.
Occur anywhere. Company lifeblood.
Add up. Often ignored.
Processes to be Automated
How are workflow
solutions being used?
Automation Enables Faster and Better
Workflows and Drives Greater Value *
Saves 10–15% of frequent business users’ time on average
Reduces time to develop workflows by 60%
Faster
Better
More Value
Yields 8–15% productivity increase for business users
Saves IT users up to 3 hours per week
Saves on average $77K per year for internal resource
time; some customers save over $500K per year
* Based on the Forrester Research to study and examine the potential return on investment (ROI) by deploying the Nintex Workflow platform.
Successful BPM and
Process Automation
Implementations
• Define and stay true to your vision, goals, and
roadmap
• Focus on outcomes not tasks
• Analyze, streamline and standardize processes
across your organization BEFORE automating
them
• Establish a solid process RACI
• Enable continuous improvement
• Put in place process e-Monitoring and
Enforcement using proper technology
• Create alignment and governance across all
BPM-related initiatives within your organization
to increase synergies and consistency
Automate In Action
CONTACT US
(713) 505-0300 Nyazhari@optimumcs.com
Optimumcs.com 5100 Westheimer Rd. #200
Houston, TX 77042
A
Contact us if you’d like to learn more about our services, discuss your projects, or need experienced
consultants to help assess and fulfil your business process automation needs!

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Strategic Business Process Automation

  • 1. Strategic Business Process Automation Presented at the PMI Houston Chapter Events – March 2017
  • 2. Strategic Business Process Automation Business Process Management (BPM) can help organizations of all sizes become more efficient and responsive to the dynamic demands of their market and customers. Applying cognitive technology to BPM (also known as Business Process Automation) can help organizations save time, increase agility, and reduce cost by automating their manual, repetitive, and rule-based processes. However the right implementation of Business Process Automation in most organizations is an art and a science. To gain full benefit from Business Process Automation, a business must first weigh several factors, such as understanding and streamlining processes and defining a clear strategy and vision before applying technology automation to their business. In this session we will discuss tools and techniques and best practices for a holistic approach to Business Process Automation, considering the end-to-end business process management and consolidated demand for the technology application across multiple business units. Nooshin Yazhari, PMP Founder and President Optimum Consultancy Services
  • 3. Facts: • Most valuable assets of every organization are: People and Business Content. Business processes are what connects people and content together. • All organizations use processes to operate and preform day-to-day work, even if they don't formally write down those processes. • Streamlined processes and automated workflows help connect the silos between people, process, and content. Process Management & Automation
  • 5. What is BPM? • Business Process Management (BPM): • Discipline of improving corporations’ performance and aligning IT investments to business strategies by managing and optimizing company's business processes. • Pillars of BPM: • People, Information, Process, Technology • Lifecycle of BPM initiatives: • Process maturity assessment • Analyze (As-is) • Re-design and model • Implement • Automate • Monitor and Manage • Improve Again!
  • 6. BPM Frameworks • There are major kinds of BPM frameworks available in the market: • Top-down, focusing on the implementation of large-scale improvements • Bottom-top, a gradual improvement of individual activities and business processes • IT focused methodologies/frameworks focusing on the automation and computerization of small and medium-sized processes • Commonly Used Process Maps: • Top-down flowcharts (what) • Deployment flowcharts (what and who) • Detailed flowcharts (stranded and standard paths) • Swim lanes/Cross functional • SIPOC (supplier-input-process-output-customer) • …
  • 7. SIPOC S I P O C Suppliers Inputs Process Outputs Consumers When to use: • Commonly used at the start of a project to help define the overall/broader scope • Helps define a complex project that may not be well scoped or understood • Provides a comprehensive view the main processes
  • 8. Process Flow Charts When to use: • A Process Flow Chart is the visualization of the separate steps of a process in sequential order; used when a process is sequential and contains several decisions • Easy to read and understand standard with well defined syntax; use to communicate complex processes to differed levels of stakeholders
  • 9. Swim Lanes When to use: • Organizes activities into groups based on who is responsible for the different steps within a process • Visual overview of job sharing and responsibilities for sub-processes of a business process • Helps identify not just the bottlenecks in a process, but also the parties responsible for them
  • 10. Misrepresentations/Myths of BPM • BPM is a technology! Although there are technologies on the market that enable processes to be aligned with desired, improved, future state outcomes. • BPM is a one-time exercise! It involves a continuous evaluation, improvement, and automation of processes to align with current and future organizational needs
  • 11. Introduction to Business Process Automation
  • 12. What is a Workflow? Workflows move multiple content and/or tasks in parallel– from one place or person to another- while accommodating exceptions and conditions by applying user- defined rules. Workflows can be automated to save time, reduce human errors, and increase productivity.
  • 13. Distract. Magnets for mistakes. Occur anywhere. Company lifeblood. Add up. Often ignored. Processes to be Automated
  • 15. Automation Enables Faster and Better Workflows and Drives Greater Value * Saves 10–15% of frequent business users’ time on average Reduces time to develop workflows by 60% Faster Better More Value Yields 8–15% productivity increase for business users Saves IT users up to 3 hours per week Saves on average $77K per year for internal resource time; some customers save over $500K per year * Based on the Forrester Research to study and examine the potential return on investment (ROI) by deploying the Nintex Workflow platform.
  • 16. Successful BPM and Process Automation Implementations • Define and stay true to your vision, goals, and roadmap • Focus on outcomes not tasks • Analyze, streamline and standardize processes across your organization BEFORE automating them • Establish a solid process RACI • Enable continuous improvement • Put in place process e-Monitoring and Enforcement using proper technology • Create alignment and governance across all BPM-related initiatives within your organization to increase synergies and consistency
  • 18. CONTACT US (713) 505-0300 Nyazhari@optimumcs.com Optimumcs.com 5100 Westheimer Rd. #200 Houston, TX 77042 A Contact us if you’d like to learn more about our services, discuss your projects, or need experienced consultants to help assess and fulfil your business process automation needs!