Workflow Automation Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Workflow Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Workflow Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Workflow Automation specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Workflow Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Workflow Automation improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Are there clear plans for how data will be handled and integrated, especially fixed elements as the data model and data architecture, as well as data cleansing and migration?
   
   

2. What procedures and schedule will be required for data storage and archiving records, who is responsible for overseeing the process, and how it will be monitored?
   
   

3. How do you ensure that your controls adequately meet security objectives to protect your high value assets and prove compliance?
   
   

4. How do you utilise the cybersecurity governance regulation to build resilience in your data governance & reporting processes?
   
   

5. Does your organization use contract management systems or other tools to promote standard contract terms for third parties?
   
   

6. Does your employer use any algorithmic tools or software for hiring, evaluating work or any other job related tasks?
   
   

7. What policies and procedures are used to detect, react to, and recover from information security incidents?
   
   

8. How, exactly, are other organizations going to manage it all, and ensure timely access to trustworthy data?
   
   

9. What types of tasks have been, or will be, the top priorities for security operations process automation?
   
   

10. How do leading organizations keep the people engaged with intelligent automation enabled transformation?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Workflow Automation book in PDF containing 999 requirements, which criteria correspond to the criteria in...


Your Workflow Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Workflow Automation Self-Assessment and Scorecard you will develop a clear picture of which Workflow Automation areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Workflow Automation Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Workflow Automation projects with the 62 implementation resources:


• 62 step-by-step Workflow Automation Project Management Form Templates covering over 1500 Workflow Automation project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: What is the process cost of the procurement function?
   
   

2. Stakeholder Analysis Matrix: Does the stakeholder want to be involved or merely need to be informed about the Workflow Automation project and its process?
   
   

3. Project Portfolio management: What are the four types of portfolios a PMO must focus on?
   
   

4. Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the Workflow Automation project?
   
   

5. Responsibility Assignment Matrix: Availability – will the group or the person be available within the necessary time interval?
   
   

6. Cost Management Plan: Have adequate resources been provided by management to ensure Workflow Automation project success?
   
   

7. Stakeholder Management Plan: In your opinion, do certain Workflow Automation project resources hold a higher importance than other resources?
   
   

8. Quality Audit: How does your organization know that its system for recruiting the best staff possible are appropriately effective and constructive?
   
   

9. Human Resource Management Plan: What did you have to assume to be true to complete the charter?
   
   

10. Quality Audit: How does your organization know that it is effectively and constructively guiding staff through to timely completion of tasks?


 
Step-by-step and complete Workflow Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Workflow Automation project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Workflow Automation project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Workflow Automation project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Workflow Automation project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Workflow Automation project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Workflow Automation project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Workflow Automation project with this in-depth Workflow Automation Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Workflow Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Workflow Automation and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Workflow Automation investments work better.

This Workflow Automation All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.