This presentation summarizes how to analyze, standardize, mobilize, and automate information intensive processes.

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How to improve
business processes?
The “CliffsNotes” Version

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How much more
productive do you
think the
administrative
staff in your
organization would
be (or are) if their
processes were
work-flowed,
using scanned
forms and
documents, with
automated data
capture?33.5% more productive (average)
Identify Business Objectives - 1

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By how much do you think
customer service levels and
response times could be (or
have been) improved if all
of your customer-facing
staff could immediately
access and share all of the
customer related and case-
related information that
you hold.
32.2% more responsive (average)
Identify Business Objectives - 2

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Map Current State

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Mobilize Information
 67% of organizations consider mobile technologies
to be important or extremely important to
improving their business processes (source: AIIM)
• 45% of young professionals would accept
a lower paying job with more flexibility rather than
a higher-paying job with less (Source: Cisco)
• 30% of young professionals feel that the ability to
work remotely with a flexible schedule is a "right.”
(Source: Cisco)
• We check our cell phone every six and half minute
(Source: Tom Ahonen)
• 28% of cell owners used their phone while inside a
store to look up reviews of a product to help decide
if they should purchase it or not (Source: Pew
Internet)

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Design New Processes
 Reason to standardize and
automate processes
 Legal, industry, and regulatory
compliance
 Controlled and consistent
processes
 Repeatable, audited, and
defensible
 Operational Benefits
 Lower operational costs
 Increase operating efficiency and
effectiveness
 Reduce errors, and exception
processing

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Identify New Process Apps - 1
Transactional Apps to Smart Process Apps

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 Attributes of a Smart Process App
 Imported or embedded awareness data relevant to the
business activity
 Document capture, document output, and document
management
 Embedded analytical tools designed for the business
activity
 A collaboration platform for people to create content
needed for the activity
 BPM tools for executing the steps involved in the activity
Identify New Process Apps - 2

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Plan the Change
 Executive
involvement
 Training
 Communication
 Incentives
 Documentation
 Support
 Measurement
 Continuous
improvement

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AIIM BPM Training
AIIM – the leading training
provider for information
professionals
 25,000+ course attendees
 Self-paced or live courses
 Courses can be customized for
your organization
 Pass the online exam to earn
the designation

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BPM Practitioner
 How to Choose Between BPM and ECM for a
Process Management Initiative
 How to Conduct Business Analysis
 How to Get Started with Flowcharting
 How to Improve Business Processes
 How to Model Processes
 How to Select the Right BPM Approach
 How to Select the Right BPM Solution
 How to Use BPM Tools and Technologies
BPM Practitioner
- Learn how to
map, design, and
automate
operational
processes using
a combination of
strategies,
change
management,
and
technologies.

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BPM Specialist
 How to Begin a BPM Project
 How to Make the Business Case for BPM
 How to Build the BPM Project Team
 How to Gather Requirements for a BPM Project
 How to Analyze and Improve Existing Business
Processes
 How to Improve Routing and Workload Balancing
Using BPM
 How to Select and Implement a BPM Solution
 How to Manage Change for a BPM Initiative
 How to Improve Business Processes Using Process
Monitoring
 How to Improve BPM Maturity and Capabilities
BPM Specialist
- Learn how to
plan and
execute a BPM
initiative, how
to select the
right BPM tool,
and how to
improve the
organization’s
capabilities.

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