How to bring business process automation to life: The 9-step approach
So, you’re ready to hit the gas on finding an effective business process automation software to drive results and positive impact in your organization? Congrats!
Following a trusted approach while reviewing your business process automation options means you can spend more time understanding your options versus organizing your options, and ultimately lead your organization into a decision with full confidence.
Experts who lead process improvement initiatives and software automation implementations shared their advice on the steps that will save you heartache and make you a hero.
Step 1: Short-hand a mission statement
Put on paper what you hope to accomplish with a new business process automation software purchase.
First identify your biggest pain points
Then outline your opportunities
Help everyone understand the current pains experienced and the criticality to finding a resolution. Make your situation and desired solution common knowledge. Avoid surprises by making everyone comfortable with your thoughts and suggestions during the research and shopping process.
The more you quantify your desired results, the easier it is to compare business process automation software solutions and make decisions.
Base your goals on longevity, customization, speed, personalization and ROI.
Elements to think through:
Include three types of team members who will be directly and indirectly impacted by a new business process automation software. Both future administrators and end-users should be excited about the solution and the opportunities that come along with it well before the software is implemented.
Pay attention not only to the product they offer, but how the sales teams present. This is the time when you ‘gut-check’ if you’re comfortable with them.
Would you want to be stuck with them in a broken elevator for hours?
The sales teams need to understand your specific needs during the demo process, as they are on the hook for helping you realize your vision.
During this process, plan to sit in multiple demos. Drinking from a firehouse does no one any favors, so take it slow and make sure you’re following it all.
Communicate expectations and considerations to everyone involved. Providing some level of information, even if it is not fully-baked, avoids surprises and brings people together in the process.
Document your launch plan to ensure a smooth transition and kick-off process.
The core elements of your plan should include:
Check out more practical tips and templates from those who launch software platforms for a living.