Business Process Automation Toolkit

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Get your organization area to understand the power and benefits of automation

 

How aggressively is your organization pursuing Business Process Automation?

What measures for the new process did your organization actually decide to put in place?

Is your organization currently undertaking any process improvement projects?

Has your organization assigned a process owner for the process to be reengineered?

Does your organization have managers who are responsible for processes?




...Find the answers to these, and more, questions with this Business Process Automation Toolkit:

  • Protect your organization, your information, and your client data from cyber threats, fraud, and other risks.
  • Leverage technology in support of your Intelligent Automation initiative.
  • Measure effectiveness of your Intelligent Automation initiative.
  • Conceive your business opportunity map.
  • Make a successful transition to Business Process Automation in the cloud.
  • Conduct/coordinate policy development within your organization.
  • Prepare in your present designs for future electronic equipment changes.
  • Align investments and resources with your chosen strategy.
  • Quickly iterate your assumptions to learn more.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Process 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Process Automation improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Can a software platform, dedicated to storing business policies, be flexible enough to automate the existing processes instead of forcing enterprises to adopt completely new ones?

  2. Did a bpa determine that the function must be performed under all circumstances either uninterrupted, with minimal interruption, or requiring immediate execution in an emergency?

  3. How will the component departments be encouraged to adopt new processes, rather than selecting other methods that result in simply automating old ways of doing business?

  4. Does your organization have appropriate verification processes, including visual verification of the underlying business rules as well as known outcome scenario testing?

  5. Is the throughput of business, goods, manufacturing processes, services or information made difficult or slow due to errors in information or inefficient data handling?

  6. Is there a logical starting point to consider for automation in your business, to get the process, platform and people aspects right on a small scale?

  7. Have you identified new business processes brought about by the automated system, as mapping new business interactions, roles and responsibilities?

  8. What about the increasing number of business scenarios involving unstructured data as images, text, and speech often coming from mobile devices?

  9. How could the entire requirements engineering activities be efficiently and effectively automated when the requirements sources are dynamic data?

  10. What would your business be able to accomplish in the time saved by automating the processes that are currently inefficient and highly manual?


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 Business Process Automation book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your Business Process 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 Business Process Automation Self-Assessment and Scorecard you will develop a clear picture of which Business Process 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 Business Process 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 Business Process Automation projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: What should be the external organizations responsibility vis--vis total stake in the Business Process Automation project?

  2. Planning Process Group: What factors are contributing to progress or delay in the achievement of products and results?

  3. Activity Cost Estimates: What is the Business Process Automation projects sustainability strategy that will ensure Business Process Automation project results will endure or be sustained?

  4. Activity Duration Estimates: (Cpi), and schedule performance index (spi) for the Business Process Automation project?

  5. Lessons Learned: How effectively were issues resolved before escalation was necessary?

  6. Requirements Management Plan: Is it new or replacing an existing business system or process?

  7. Source Selection Criteria: What are the steps in performing a cost/tech tradeoff?

  8. Quality Audit: How does your organization know that its system for ensuring a positive organizational climate is appropriately effective and constructive?

  9. Schedule Management Plan: Are staff skills known and available for each task?

  10. Schedule Management Plan: Does the Business Process Automation project have quality set of schedule BOEs?

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

1.0 Initiating Process Group:

  • 1.1 Business Process Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Process 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 Business Process 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 Business Process 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 Business Process 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 Business Process 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 Business Process Automation project with this in-depth Business Process Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Process 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 Business Process 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 Business Process Automation investments work better.

This Business Process 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.





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CONTENTS:


Checklists:


Checklists:Business Process Automation Checklist Report on SERVICE.pdf

Checklists:Business Process Automation Checklist Report on CLOUD.pdf

Checklists:Business Process Automation Checklist Report on PROCESS.pdf

Checklists:Business Process Automation Checklist Report on ORGANIZATION.pdf

Checklists:Business Process Automation Checklist Report on DATA.pdf

Checklists:Business Process Automation Checklist Report on BUSINESS.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Business_Process_Automation_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Business Process Automation Self-Assessment Pre-Filled EXAMPLE.xlsx





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


STEP 2 Set concrete goals tasks dates and numbers you can track:Business_Process_Automation.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Business Process Automation Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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