Business Process Automation Toolkit

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Lead delivery of solution artifacts for planning, Requirements Gathering, designing, scoping, estimating, developing, installing, testing and deploying Business Process Automation projects and components.

More Uses of the Business Process Automation Toolkit:

  • Arrange that your strategy contributes to the development of governance, methodologies, and procedures to continually improve a rapid and repeatable delivery channel of RPA solutions.

  • Make sure that your organization supports program and project plans for application selection, Systems Development, processes, procedures, and production methods.

  • Be accountable for providing direction and guidance to customers during periods of implementation and upgrade.

  • Evaluate: actively drive a Process Improvement and Innovation Culture in line with your organization values, vision and mission.

  • Secure that your organization leads the development of automation using enterprise wide tools with client teams to analyze and design automation based upon business and technical requirements.

  • Secure that your team complies; programs that enable your Enterprise customers to improve operational and back office.

  • Head: professional environment with opportunities for advancement based on performance.

  • Make sure that your operation provides relevant technical expertise to support the program and ongoing projects.

  • Identify Demand Management, finance and Business Process re engineering opportunities as appropriate.

  • Refine and develop additional metrics and data to measure key activities of recruitment and retention.

  • Evaluate and ensure user readiness, and manage stakeholders across all functions.

  • Control: from design to delivery, your team of industry experts engage with you to bring your strategic vision and program goals to life.

  • Be certain that your operation complies; partners with it (and more specifically the Chief Data Officers and the teams) to translate data requirements and Business Process Automation to improve Business Rules and drive improved Data Quality.

  • Provide input to Business Technology Analysts and delivery leads to build comprehensive implementation project plans.

  • Manage work with team members to identify, mitigate and resolve project issues and risks.

  • Support Change Management at your organizational level, Enterprise Change Management.

  • Create and implement Change Management strategies and plans that maximize employee adoption and usage and address resistance.

  • Confirm your planning provides support to the Program and Project Managers to ensure services and products delivered under the contract satisfy the requirements and needs of client organization.

  • Formulate: partner onboarding process updates and compliance support in working with continuous Process Improvement team.

  • Manage work with department managers to drive efficiency through tooling and Business Process Automation.

  • Lean, Six Sigma, Design Thinking to deliver Business Process design and Cost Savings.

  • Systematize: been driven by metrics to be proactive in recruitment and retention processes in support of business growth and Employee Engagement.

  • Communicate business requirements and work closely with Development Teams to ensure accurate understanding and implementation.

  • Create Business Process Automation opportunities using Power Automation and Power Apps.

  • Identify: funnel management support for new technology entrants into the transportation industry.

  • Analyze departmental Information Systems to ensure maximum system utilization and adherence of the systems to operational and regulatory changes.

  • Confirm your operation complies; conducts Code Review with peers to ensure each increment adheres to original version as designed in the user story (or Process Definition Document) and adheres to highest Quality Standards.

  • Warrant that your enterprise complies; as an extension of your business, you continually evolve and optimize to support you and reflect your organizations changing needs.

  • Devise: partner with hiring managers to drive the recruiting process from sourcing to onboarding of team members.

  • Drive: plan, develop, test and implement software programs used for the management of IT resources and services.


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 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 Business Process Automation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What do you need to start doing?

  2. What is your question? Why?

  3. What are the processes for audit reporting and management?

  4. What is the range of capabilities?

  5. Do you identify any significant risks or exposures to Business Process Automation thirdparties (vendors, Service Providers, alliance partners etc) that concern you?

  6. Are you assessing Business Process Automation and risk?

  7. What risks do you need to manage?

  8. How do you verify the Business Process Automation requirements quality?

  9. To whom do you add value?

  10. At what cost?

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 994 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:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Process Automation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Business Process Automation project team have enough people to execute the Business Process Automation project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Process Automation project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.