How to improve processes - what you need to know in 2 min

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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


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


Map Current State


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)


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

http://upload.wikimedia.org/wikipedia/commons/9/91/LampFlowchart.svg


Identify New Process Apps - 1

Transactional Apps to Smart Process Apps


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


Plan the Change

Executive involvement

Training Communication Incentives Documentation Support Measurement Continuous

improvement


Process Improvement 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

Learn how to automate information intensive processes • Making the business case • Transactional vs Smart Process

Apps• SharePoint automation• Social enabled processes• Mobile enabled processes• Current state mapping• Problem solving and

improvements• Process design• Measurement• Continuous improvement


Coming in September1. Process LandscapeIdentify and compare the different types of Process and Workflow Management approachesUnderstand business drivers and benefitsUnderstand the importance of a business case

6. Content and ProcessLearn how to document and analyze content flowDescribe the benefits of standardization and automationIdentify content dependencies

2. Organizational ReadinessIdentify change drivers and organizational readinessUnderstand the importance of Governance and CompliancePlan a process improvement project

7. Current state mappingLearning objectivesIdentify the steps required to map the current stateDescribe key concepts and tasks associated with flow charting Begin mapping your process

3. Case ManagementDescribe typical capabilities associated with Case ManagementDefine and describe Transactional Process Apps (TPA)Define and describe Smart Process Apps (SPA)Begin determining requirements

8. Problem solving and improvementLearn to identify problems and propose changeDescribe and compare process streamlining vs. re-engineeringDocument your problems and consequences

4. Collaborative workplaceDescribe the role of SharePoint as a collaborative workspaceDescribe the use of Social Technologies as collaboration solutionsAssess your collaboration needs

9. Process DesignLearn to align processes to the corporate visionDescribe how to model the Future StatePrepare for automation

5. Mobile Enabled ProcessesDescribe the impact and benefits of mobile devicesDescribe the characteristics and benefits of mobile and distributed capture Develop the business case for mobile-enabling processes

10. MeasurementIdentify and describe critical success factors and metrics that are important to a process improvement initiativeIdentify relevant key performance indicatorsEstablish relevant CSFs and KPIs

11. Continuous ImprovementIdentify and compare different improvement methodologiesDescribe the use of incentives as part of continuous improvementDevelop a continuous improvement plan

Process Improvement Practitioner- Learn to automate information intensive processes


Some AIIM Training Customers


Some AIIM Training Attendees

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"I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth." Attendee from Tumwater, WA

"Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development." Attendee from London, UK


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exam Instructor is available for 6 months to answer questions and provide

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How to improve processes - what you need to know in 2 min