AIIM - The Global Community of Information Professionals

10 Things You Need to Take Process Improvement to the Next Level

Sep 14, 2017 11:26:03 AM by John Mancini

Businesses have come to realize the importance of analyzing their processes as the key to progression. According to recent AIIM research, by embracing BPM practices, one-third of organizations have decreased their review and approval cycles, over 60% have improved routing to and between individuals, and 42% have experienced greater organizational agility and routing between processes.  

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Topics: business process management, analytics, bpm

4 ECM Freebies and a Special Invitation

Mar 9, 2017 10:30:00 AM by Sean McGauley

I have some awesome new educational resources to tell you about, but first I'd like to extend a very special invitation for you to join the AIIM Online Community. This online forum is the perfect place to engage in discussions with your peers, get your questions answered, find a mentor, find meetings in your area, and more! Check it out - it's THE place where the AIIM Tribe congregates throughout the year to lurk, learn, and reach out for – and give – assistance.

Now on to more FREE stuff, here are a couple of great resources that have been recently published. Check them out below.

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Topics: ecm, business process management, bpm

9 Ways Modern Business Applications Create Business Agility

Oct 31, 2016 9:00:00 AM by John Mancini

Today, in the enterprise, nothing is ever at rest; everything is fast, and getting faster. From critical business processes, ECM and capture, to human resource management, marketing, or email—everything seems to be running at a breakneck pace. Work is always working, even if we aren’t.  Business agility is the coin of the realm.

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Topics: business process management, business agility

The Paper Free Journey - Don't Stop Believin'

Oct 24, 2016 11:10:09 AM by Thomas LaMonte




Worldwide, the promise of the paper-free enterprise has made the rounds for decades. While digital transformation is still on the horizon and drifts nearer, many voices doubt whether paperless ambitions will ever come to shore to create real change in our organizations.

The AIIM Industry Watch Report titled “Paper Free in 2016 - Are we there yet?” tells a different story. While there is still a long road ahead, interest and motivation toward a paper-free business environment is increasing, and AIIM research finds that a quarter of respondents already indicate running a clear desk/paper-free workplace, and 43% say paper is decreasing in their offices somewhat to rapidly.

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Topics: paper free day, business process management, world paper free day, bpm

A Sneak Peek at the State of Paper-Free

Aug 24, 2016 9:03:17 AM by Bob Larrivee



For years, AIIM has been a major advocate in the paper-free movement. Through our research, resources, and events we’ve preached the importance and benefits of reducing paper in business and major strides have been made so far.

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Topics: business process management, bpm, paperfree office, paperless processes

Is BPM the Digital Transformation Enabler? [Infographic]

Jul 20, 2016 10:52:53 AM by Sean McGauley

Agility and efficiency have become the keys to meeting the growing and changing demands that come with digital disruption. Businesses can no longer afford to waste time with lengthy business analysis, development and implementation projects spanning two or more years. Organization leaders know that change must occur rapidly to remain competitive, retain current clients, and attract new business and BPM has become the method of choice.

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Topics: business process management, bpm

12 Things You Can Do NOW to Use BPM to Drive Digital Transformation

Jun 6, 2016 5:15:39 PM by Bob Larrivee

Process improvement and workflow are not new; in fact they have been around since the late 1980s.  Yes, they have evolved and continue to do so but as was true of ECM, Business Process Management -- once seen as a nice to have -- is now considered a critical part of business operations.

Process improvement and automation using BPM as the framework is an essential part of the Digital Transformation of businesses. The more paper is eliminated from processes and digitally born information is created, the greater the dependence upon and need for efficient, effective, and secure digital workflows. When assessing process improvement and automation opportunities, include the identification of and ways various information sets are integrated with the process and remember to look at the end-to-end process rather than just the departmental workflow. What gets changed in the department could have negative impact on other departments feeding this process or that this process feeds.

Our new survey (executive summary downloads free -- Process Improvement and Automation 2016) is available!

business process and automation 

12 Key Process Improvement and Automation Recommendations:

  1. Begin with existing process maps if they exist and if they do not; create at minimum, high level maps to document the steps in the process.
  2. Identify areas of opportunity for process improvement. Look for bottlenecks in the process and ways these bottlenecks can be eliminated. Perhaps use of parallel processing would be the approach.
  3. Improve the existing process before introducing automation or extending the automation capabilities you have in place. Automating an inherently bad process will not resolve the underlying issues.
  4. Uncover the real business problem you are trying to solve. When you are told that the issue is slow processing times or too many exceptions, look deeper into the root cause. Ask the question of why there are too many exceptions.
  5. Assess how paper can be eliminated from the process. If the reason for paper is one of acquiring signatures, explore how esignature can be incorporated to enhance the process and eliminate the paper.
  6. Take time to design the process. The best question to ask is why things are done the way they are and then explore how it could be different.
  7. Take inventory of your current BPM capabilities, using this as the foundation of reference when developing a set of requirements. In this way you can maximize your current investment and only purchase those technologies that are missing.
  8. Document the business requirements first. “I need capture capabilities of 500 pages-per-minute,” is not a business requirement. The business requirement is, “to process 10,000 applications per day, in 50 locations around the globe.”
  9. Build your functional requirement based on the business requirements. Map the current process of capturing applications from each location, including volumes and all activities to bring this information into your systems.
  10. Develop technical requirements based on the functional requirements and map these against your current technology sets. In other words, do a gap analysis to determine what is missing then seek to purchase the missing elements.
  11. Consider how cloud and mobile device use, along with mobile apps, can help address your current needs and support remote workers and stakeholder of your processes. At the same time, assess how these would be synchronized across the enterprise and the line-of-business applications. Remember that BPM can serve as the integrating mechanism.
  12. Establish a continuous improvement program that will periodically review and refine those changes you make now. BPM is not a one-stop project; it should be a cross-functional team sport that is ongoing across the enterprise.

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Some related resources on Business Process Management best practices worth checking out:

Download the FREE Process Improvement and Automation 2016 Executive Summary.

Check out this article on the survey -- AIIM research: more than half of businesses now view Process Management as imperative or significant

FREE white paper -- Business Process Management:  User Perceptions and Expectations

FREE webinar on June 15 with me -- No Longer a Luxury, BPM Is Imperative to Business Operations:  5 Steps to Learn How It Can Work for You.

Sign Me Up 

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Topics: process automation, business process management, business process, bpm, digital transformation,

Why is Getting Rid of Paper Critical to Digital Transformation?

Jun 1, 2016 9:52:18 AM by Bob Larrivee

Process improvement and workflow are not new; in fact they have been around since the late 1980s.  Yes, they have evolved and continue to do so but as was true of ECM, Business Process Management -- once seen as a nice to have -- is now considered a critical part of business operations.

This continued evidence that business organizations have begun to seriously embrace the idea that their operations can survive without paper, and in fact function more effectively when paper is eliminated from their business critical processes. Getting rid of paper is a critical first step dealing with a broader question -- What is the role of content in Digital Transformation?  What we are seeing is Digital Transformation taking hold, not only between the Fortune 500, but also across all business types and sizes.  

New AIIM Process Improvement and Automation survey results released

A few key data points from our new survey (executive summary downloads free -- Process Improvement and Automation 2016):

  1. The majority of respondents see BPM as the combination of a systematic approach to improving business processes (97%) and workflow or BPM technology (79%). 66% see these technologies as "change management."
  2. Forty-eight percent of respondents say they are vaguely familiar or have no clear understanding of BPM. 18% say it is well understood and embraced in their organizations. [Note:  For newbies, you might want to check out our "What is Business Process Management?" page.]
  3. Nearly a third of respondents say there is no one directly responsible for ownership of their processes. 58% say they have process owners.
  4. Fifty-five percent of respondents say BPM is significant (38%) or imperative (17%) for their business. For 14% these technologies have little to no importance.

business process and automation

 

There is a growing realization that information once born digital, should remain digital and can in fact bring about greater value to the organization when managed and processed quickly and efficiently. There is also a growing realization that designing, automating, and refining operational processes enables business organizations to explore new types of innovation and instill creativity in relation to business process options, rather simply trying to enhance and support their current ways-of-working. Where once the limitation was based on media type or restricted to confinement within the corporate walls, businesses today can extend their processes and interactions beyond the corporate walls – securely.

Process improvement and automation are an essential part of the Digital Transformation of businesses. The more paper is eliminated from processes and digitally born information is created, the greater the dependence upon and need for efficient, effective, and secure digital workflows. When assessing process improvement and automation opportunities, include the identification of and ways various information sets are integrated with the process and remember to look at the end-to-end process rather than just the departmental workflow. What gets changed in the department could have negative impact on other departments feeding this process or that this process feeds.

-----

Some related resources on Business Process Management best practices worth checking out:

Download the FREE Process Improvement and Automation 2016 Executive Summary.

Check out this article on the survey -- AIIM research: more than half of businesses now view Process Management as imperative or significant

FREE white paper -- Business Process Management:  User Perceptions and Expectations

FREE webinar on June 15 with me -- No Longer a Luxury, BPM Is Imperative to Business Operations:  5 Steps to Learn How It Can Work for You.

Sign Me Up 

Read More

Topics: process automation, business process management, business process, bpm, digital transformation,

Soy Sauce and a Paper-Free Office: An Accountant's Story

Oct 29, 2015 3:56:13 PM by Felicia Dillard

When I think about World Paper Free Day, I am reminded of when we renovated and reduced our office space a few years back. The end goal was a more open, collaborative environment while reducing costs. I spent a lot of time researching and planning for an open-space plan.

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Topics: business process management, world paper free day, paperfree office, paperless processes

10 Must Knows About Case Management and Smart Process Applications

Jul 30, 2014 10:00:00 AM by John Mancini

These 10 “things you need to know” about Case Management/BPM and Smart Process Applications are drawn from a survey of 301 information professionals conducted earlier this year. Survey respondents represent organizations of all sizes. Larger organizations over 5,000 employees represent 33%, with mid-sized organizations of 500 to 5,000 employees at 38%. Small-to-mid sized organizations with 10 to 500 employees constitute 25%. 64% of the participants were from North America, and 25% from Europe.

Full survey results are available for free – Case Management and Smart Process Applications.

 

Download Report

  1. For 51% of the organizations polled, half or more of their business processes are not straightforward or predictable. For 62% half or more processes involve assembling a case folder, claim file, project folder, proposal, etc.
  2. Increasing customer expectations for speed of response is the biggest pain point for those surveyed (44%). Dealing with unstructured inputs and connecting to key business systems was the next biggest issue (42%).
  3. 58% consider their case handling system to be vital or very important to their customer experience management. For 67% it is vital or very important for legal and regulatory compliance.
  4. 37% have a case-capable support system, whereas 28% need to use customizations, workarounds and add-ons to handle case scenarios. 18% use an entirely manual process, and 17% don’t really manage cases as processes.
  5. 32% feel that a better system would also improve productivity, and 22% feel that the successful outcome of their cases is being limited by poor IT support.
  6. 7% are live with adaptive and intelligent workflows, with a further 12% experimenting. 45% are more likely to be using fixed workflows, and 36% have very few computer-driven processes.
  7. Of those using smart applications, 41% have achieved successful outcomes, and 52% feel the results are promising but it is early days. The biggest deployment issues are setting up the rules and handling difficult exceptions.
  8. The biggest benefits cited by users are faster and more consistent customer response and faster end-to-end process times. Staff appreciates the flexibility, and adaptive systems make it much easier to respond to regulatory change.
  9. For 67% of respondents, half or more of their main LOB processes involve connecting multi-channel inbound content to one managed process. One third consider this to be their biggest single problem in managing cases.
  10. 23% admit that their management of inbound emails and faxes is somewhat ad hoc, or even “chaotic.”

Other “must know” posts:

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Topics: case management, workflow, business process management, bpm

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