BPM Implementation Checklist

You Must See This 10-Point BPM Implementation Checklist

BPM Implementation Checklist – One of the major responsibilities you inherited as a process specialist is to get a business process management (BPM) installation up and running. This project has been dragging on for far too long, and management is becoming increasingly concerned. They want to see something right now, but as the process expert, you want everything you deliver to be flawless.

bpm implementation checklist

A 10-point BPM Implementation Checklist is provided below:

1. Make an informed decision about your Business Process Management platform.

Make sure you’re starting with a solid foundation before you start constructing procedures. BPM and automation technologies that promise everything from automatic collaboration to repairing faulty processes are oversaturated in the business market. Make sure your Business Process Management (BPM) tool has all of the essential BPM capabilities.
 
Some BPM solutions are geared for application development, while others are developed for process visibility and tracking. Look for a solution that is accessible to all members of the team, including non-technical business users. You may avoid paying expensive consultants to handle the integration and operational difficulties by choosing an easy-to-use BPM.

2. Select a Process to Experiment With

While you may be tempted to automate the process that is creating the most havoc, the first process you automate with a Business Process Management (BPM) system should be a little simpler to manage and has fewer risks.
 
Refrain from using the BPM tool on mission-critical processes until your staff is more familiar with it. First, try it out on simple procedures like purchase orders, trip reimbursements, and other tasks that are easy to manage. Gradually expand the workflow to cover large projects as the process owners develop confidence in their ability to effectively govern the BPM.

3. Determine who is in charge of the process.

When adding new software to your business portfolio, it may quickly turn into a battleground for all departments. If no one is designated to supervise the implementation process and BPM operations, everyone points fingers at each other.
 
It is critical to establish a process owner for a BPM deployment, who is generally the business lead in control of the process. This individual is in charge of the process and data’s seamless operation and organization. That’s why it’s critical to select a human-centric BPM software solution that will make all of your business leads feel at ease.

4. Set Benchmarks

It will be a pointless attempt and a waste of resources if you don’t have any corporate goals linked with the BPM deployment. Before you start any workflow, remember why you’re automating your procedure. Some processes are meant to save time and money, while others are set up to improve tracking or eliminate paper trails.
 
Determine the most essential priority in a workflow and don’t try to accomplish numerous objectives at the same time. Connect a workflow to a specific goal you want to achieve and the period in which you want to achieve it.

5. Flowchart of Workflow

Typically, the Process Owner will identify duplicate activities or begin to investigate automation options at this point. A simple automated step can eliminate what was formerly a chore of “gather the data and email it to the project lead.”
 
Keep the procedure simple to avoid the annoyances of manual processes creeping into the system. The better the odds of BPM’s success, the shorter the process path.
 
Typically, the Process Owner will identify duplicate activities or begin to investigate automation options at this point. A simple automated step can eliminate what was formerly a chore of “gather the data and email it to the project lead.”
 
Keep the procedure simple to avoid the annoyances of manual processes creeping into the system. The better the odds of BPM’s success, the shorter the process path.

6. Get everyone involved.

Two groups are in charge of a BPM system:
  • Technical administrators that are familiar with the BPM platform
  • Functional or business owners who are familiar with the procedure.
Include all stakeholders in the process early on to foster collaboration on the new BPM platform. Meet with each task owner to determine what information he or she requires. To better identify pain issues, get input from end-users.

7. Test your business process management (BPM) workflow.

Running a pilot test is the best approach to assess a BPM’s influence on your business process without interfering with your current operations. Use this time to train personnel or experiment with the functionalities of the BPM software solution without risking anything.
 
When a BPM system performs, it must sift through a large amount of business logic, and evaluating the tool may help you determine the system’s actual runtime, bandwidth to handle process workloads, agility, and output. Following the first success of these procedures, larger projects requiring granular control can be modeled after them.

8. Be flexible and adaptable

The traditional BPM approach focused on structure and system rigidity, which is why only a select group of IT professionals could make modifications.
 
Businesses now want BPM software that integrates effectively with their existing systems and can be modified for greater integration, given the growing use of cloud computing and Software as a Service (SaaS). You don’t want to choose a BPM product that requires a complete redesign of your current IT architecture approach. Choose a BPM system that is resource-friendly and adaptable, and that adds value to your current operations.

9. Educate Users

The way humans in the process engage with the technology is critical to the success of your BPM deployment. Every participant in a BPM process must be accountable for the process being carried out, and the best method to achieve this goal is to teach your employees.
 
Organize a session on the fundamentals of the BPM platform, the reasons for its deployment, and the expected outcomes.

10. Take measurements and make adjustments

If you don’t measure the ROI of the BPM software solution, you’ll never know if automation is truly speeding up your deliverables. The Process Owner should be in charge of measuring and improving a process, but as the system administrator, you will want to assist as much as possible.
 
BPM software solutions are typically difficult to evaluate since their data is more ambiguous than that of other corporate resources. You may use key performance indicators (KPIs) to break down and enhance data if you know what precise sorts of data you want to look at.
 
Reengineer the BPM to determine expected objectives if you notice that ideal goals are not being reached. Every BPM technology requires time to mature and integrate with corporate operations. To get the most out of the system till then, rinse and repeat it.
 
BPM implementations are infamous for being long and complex, with far too many people involved. Your BPM deployment will be a great success if done correctly using a human-centric BPM platform like Kissfow Process. Remember to take things slowly and lay out a process’s idea route before letting the system handle the rest.
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