There are a number of different approaches to digitising workflows and processes. There isn't one 'right' approach and every business should consider the nature of the specific process concerned, business goals and the data involved as well as the specific circumstances across People, Process & Technology. Key approaches include:
Process Management optimizes transactional to knowledge processes, extending benefits beyond efficiency to governance, visibility, and control. Embracing technology-enabled solutions like digital workflows, its core focus remains on refining processes themselves.
Business Process Management (BPM) drives operational excellence and sustainable change, fostering efficiency, governance, and control across people, processes, and technology. Leveraging industry standards, BPM propels precise process definition, optimization, and automation.
This essential stage identifies existing processes, interdependencies, agents and systems as well as captures business requirements, pains and goals. Often this stage is carried out by a qualified Business Process Analyst. It typically covers strategic and project objectives through to operational procedures and specifics such as SLA notifications, rules, interactions between systems and humans. It should be an accurate view of the “as-is ”situation, capture the perceived gaps, and propose the “to be” which will include aspirational processes and designs.
During this stage the proposed process is formally designed, mapped & “engineered” into a working and managed process. It is proto-typed and tested against the customers’ expectations as well as against a number of variables and “what-if scenarios” to model different possibilities and circumstances. BPM software and standards such as BPMN can be used to facilitate this process of digitally mapping the end of end process and all its components
BPM software can also be used to execute and govern manual, part or fully automated workflows and processes as described in the BPMN format and according to any logic and rules defined. See later on for BPM Software
Process monitoring is an essential component of BPM and key for live status visibility, trouble shooting, rapid responses to challenges or bottlenecks as well as KPI or Performance Management. Monitoring is also the foundation for predictive modelling or forecasting. These BPM principles can applied to any managed process or workflow ie. Performance or status of a processed invoice/s or order/s. ie. On boarded staff or student. Application, contract, case, QA process etc.
BPM also provides a solid foundation for optimising managed processes in a controlled and governed manner based on the monitored data and insight. This is a formal and iterative process that forms a natural part of any continuous improvement process that looks for new value through process improvement analysis to remove bottlenecks, increase efficiencies and savings etc
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