Business Process Toolkit

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Lead the evaluation, design and implementation of integration opportunities across various Intelligent Process Automation and Digital Transformation methodologies like Process Mining, Task Mining, Business Process Management, Robotics Process Automation.

More Uses of the Business Process Toolkit:

  • Confirm your enterprise 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.

  • Manage work with end users to identify and analyze Business Processes, workflows, requirements, issues, and opportunities, and evaluate the potential application of new or modified technology solutions and/or processes.

  • Orchestrate: design and lead ERP projects as platform installations, upgrades and migrations, data extracts for financial or audit purposes, integration with other mobile and cloud apps.

  • Control: partner with Key Stakeholders in the business to align Data Management solutions and associated expectations to drive proper Business Processes and deliver desired business outcomes.

  • Ensure you champion; understand the business and Business Processes to provide insights into critical data elements, the governance and management and consistent usage, to maximize the trustworthiness in the data in for reporting, analytics, controls, Risk Management, etc.

  • Ensure you create; lead the ability in understanding the more specific Business Process and flow of Planning, Production, Shipping and Inventory Management as IT related to setting IT development standards.

  • Audit: research and resolve issues, unexpected results or process flaws; recommend process/Customer Service improvements or alternate methods to meet requirements.

  • Be accountable for reviewing customers processes against industry best practices in complex discreet manufacturing; maintenance, repair, and overhaul; Supplier Quality and process Quality Management.

  • Manage: in collaboration with Business Process Owners, manage, implement, document, and update the Internal Control framework for key organization business and financial processes in accordance with Internal Auditing and government mandated standards.

  • Drive digital Business Process transformation solutions across Manufacturing Operations and Process Automation in collaboration with respective digital and Process Excellence leaders.

  • Provide Data Collection, tracking, reporting, process development, and implementation of new processes related to business office activities related to budgetary and Fiscal Management activities.

  • Be accountable for analyzing Business Processes and work flow procedures, gathering information from consultation with managers and individual users, studying work products, and observing work processes.

  • Warrant that your venture leads cross functional Project Teams and work with Business Process Owners to determine and translate business requirements into technology solutions.

  • Arrange that your team
  • Enhance the operational procedure, systems and principles in the areas of information flow and management, Business Processes, enhanced management reporting and looks for opportunities to expand systems.

  • Control: coach and mentor teams, and conduct and develop training programs to contribute to capability building and Knowledge Sharing Project Management, Requirements Gathering, Business Process Modeling etc.

  • Improve work processes to achieve better performance, to reduce variability, to improve Healthcare Services and healthcare outcomes, and to keep the processes current with Healthcare Services.

  • Identify: enterprise wide awareness of the business and data domains in relation to core Business Processes and capabilities, and enabling technology platforms.

  • Ensure you deliver on Business Process Transformation initiatives and Software Delivery projects; to identify project risks and barriers; to support Business Migration through process change or software delivery; and to track and realise business benefits.

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

  • Steer: document the functional and Technical Design of the processes or enhancement as it relates to Business Process Requirements, and relationships among various enterprise systems.

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

  • Support Data Modeling, developing wireframes, development of modern business methods, identification of best practices, and creating and assessing performance measurements.

  • Ensure your group performs management and support of the analysis, design, development, and implementation of diverse, enterprise wide healthcare processes and application systems.

  • Ensure you chart; lead, direct, and develop teams of Internal Audit personnel to assess the Internal Control environment, while advising on efficient and effective Business Processes.

  • Identify and recommend Business Process changes resulting in strengthened Internal Controls as it relates to operations, compliance or reporting (financial or non financial) objectives.

  • Ensure the integrity and security of information and access to support organization reporting and Internal Control standards; maintain confidentiality, protecting organization, personal, and private information.

  • Be accountable for functioning in a liaison capacity, the Business Analyst combine business planning expertise to analyze and translate departments business requirements into system deployments and/or Business Process changes.

  • Secure that your project 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.

  • Confirm your corporation 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.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Process 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 Improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How has the Business Process data been gathered?

  2. What causes extra work or rework?

  3. How will the change process be managed?

  4. How do you manage Business Process risk?

  5. How is the value delivered by Business Process being measured?

  6. Why a Business Process focus?

  7. Is it clearly defined in and to your organization what you do?

  8. Have design-to-cost goals been established?

  9. Where is Business Process data gathered?

  10. How will success or failure be measured?

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 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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 project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Business Process project team have enough people to execute the Business Process 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 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 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 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 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 project with this in-depth Business Process Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Process 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 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 investments work better.

This Business Process 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.