How to Organize Processes Before Implementing BPM? Checklist for Banks and Insurers
Implementing BPM (Business Process Management) can revolutionize the operations of a bank or insurance company. However, many failed implementations share a common denominator: lack of order in processes from the start. Before choosing a tool, technology partner, and creating workflows, it is worth going through a pre-implementation analysis and a checklist that will help avoid costly mistakes and misunderstandings.
Why is it worth organizing processes before BPM implementation?
- You will avoid automating chaos
- You will gain understanding of how the organization really operates among all participants in the process
- Additionally, you will better match tools and features to real needs
- You will also prepare your team for changes and facilitate communication
Preparation checklist for BPM
- First, identify key business processes dla biznesu
- Which processes are critical for customer service, sales, compliance?
- Where are the biggest problems or costs?
- Collect and unify process documentation
- Do you have up-to-date process descriptions? Maps? Roles?
- Is the process data-driven or based only on "human knowledge"?
- Furthermore verify how processes look in practice
- Use tools like Event Storming or process mining
- Invite operational teams to workshops
- Identify system and integration dependencies
- Which systems are involved in carrying out the process?
- Do you have APIs/integrations, or will changes be necessary?
- Define goals and success metrics
- Is the goal to shorten time, reduce costs, improve quality?
- How will you measure progress?
- Finally, prepare the team and communication
- Who will be responsible for implementing and maintaining BPM?
- How do you communicate changes within the organization?
What to avoid during preparation?
- Skipping the pre-implementation analysis and documentation stage
- Assuming "we know everything"
- Limiting yourself to only the IT perspective
- Underestimating the time needed for alignment with the business
Good preparation is 50% of the success of BPM implementation. The better you organize the processes, the smoother digitalization and automation will go.
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