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Automate, it’s human!
Tips for successful process automation
Kay Winkler, Director of NSI Soluciones
VP of Chapter Services at ABPMP
@KayBPM
Delphine Coille, Evangelist and
Community Manager at Bonitasoft
@CoilleDelphine
Introduction
We’ll scan through the best practices
and common problems of a business
process optimization project in
5 units
Objective of this unit:
Share our experience
and customer
feedback on the
human challenge of
a digital
transformation
project based on a
BPM solution
Before Implementation ProductionDevelopment
Typical IT project?
Old system New system
What is BPM?
BPM
(Business Process
Management)
BPMS
(Business Process
Management System)
What we do
Tools we use
Long term transformation, not simply
automation...
Robots and human for senior care management
Highly integrating components
on the overall strategy
Feedback based on
experience
Pitfalls to avoid, methodologies, best
practices,
and common sense
A project that’s too ambitious
Choose the RIGHT process to start with
Business value
Process complexity
What about processes when you have to
show a ROI quickly?
If we jump too quickly into automation...
… without first stopping to analyze
the efficiency of the existing
process...
… we can totally miss out on what
can be improved
Just get rid off paper ?
When a french administration would like to get rid off paper…
...and start automating but not optimizing
• Clearly define the
expected value
• Set success metrics
• Monitor and adjust
A value-based approach
Improve Design
Analyze
Optimize
Monitor
The CIO drives the
project without
the input of the
business analysts
Validate and share project objectives
and its expected value
Resources...but which ones???
Understanding the users and the people
The real key to success
Delphine as a citizen developer
Objective
Manage technical resources, time resources, human resources, so the project
brings the maximum of the expected benefits
Profile
. 35 yo
. 10 years of a varied experience in the B2B field
. Not necessarily an engineer. Has learnt to learn. Technical savvy
. In her second or third professional “life”
. Could have been a Dave or Fred
. Not Andy (End-user / business user) but a Power User
. Possible job titles:
. Business analyst
. Project Manager
Quote
“An automation project is like
a jungle expedition: You never
know what threats await you,
but you fall in a state of
wonder when it all comes
together.”
Kay, the developer
Profile
. 29 yo
. 7 years of a varied experience in computing science
. Masters degree, Bachelor degree, or self-taught
. Self-taught through web resources
. Could have been any kind of developer
. Not Andy (End-user / business user) but a Power User
Quote
“My challenge is to surf on web
technologies, find out what
will really be good enough for
the users, and make it
happen.”
Objective
Create flexible views to best serve users’ business needs, but still
use BPM advantages
Don’t forget, it’s a real cultural change
Think agile, be agile, and iterate
Why?
Move forward step by step, and together
Continually check where we are in relation to the objective
How?
Listen
Create
Demonstrate
Adapt
Conclusion, don’t forget
we are all humans!
Visit us online
bonitasoft.com
Join our community
community.bonitasoft.com
Download
bonitasoft.com/downloads
Follow us on twitter
@bonitasoft
Thank you for your attention!
Questions? Comments?

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Best Practices in Process Automation - Chapter 1

  • 1. Automate, it’s human! Tips for successful process automation Kay Winkler, Director of NSI Soluciones VP of Chapter Services at ABPMP @KayBPM Delphine Coille, Evangelist and Community Manager at Bonitasoft @CoilleDelphine
  • 2. Introduction We’ll scan through the best practices and common problems of a business process optimization project in 5 units Objective of this unit: Share our experience and customer feedback on the human challenge of a digital transformation project based on a BPM solution Before Implementation ProductionDevelopment
  • 3. Typical IT project? Old system New system
  • 4. What is BPM? BPM (Business Process Management) BPMS (Business Process Management System) What we do Tools we use
  • 5. Long term transformation, not simply automation...
  • 6. Robots and human for senior care management
  • 7. Highly integrating components on the overall strategy
  • 8. Feedback based on experience Pitfalls to avoid, methodologies, best practices, and common sense
  • 9. A project that’s too ambitious
  • 10. Choose the RIGHT process to start with Business value Process complexity
  • 11. What about processes when you have to show a ROI quickly?
  • 12. If we jump too quickly into automation... … without first stopping to analyze the efficiency of the existing process... … we can totally miss out on what can be improved
  • 13. Just get rid off paper ? When a french administration would like to get rid off paper… ...and start automating but not optimizing
  • 14. • Clearly define the expected value • Set success metrics • Monitor and adjust A value-based approach Improve Design Analyze Optimize Monitor
  • 15. The CIO drives the project without the input of the business analysts
  • 16. Validate and share project objectives and its expected value
  • 18. Understanding the users and the people The real key to success
  • 19. Delphine as a citizen developer Objective Manage technical resources, time resources, human resources, so the project brings the maximum of the expected benefits Profile . 35 yo . 10 years of a varied experience in the B2B field . Not necessarily an engineer. Has learnt to learn. Technical savvy . In her second or third professional “life” . Could have been a Dave or Fred . Not Andy (End-user / business user) but a Power User . Possible job titles: . Business analyst . Project Manager Quote “An automation project is like a jungle expedition: You never know what threats await you, but you fall in a state of wonder when it all comes together.”
  • 20. Kay, the developer Profile . 29 yo . 7 years of a varied experience in computing science . Masters degree, Bachelor degree, or self-taught . Self-taught through web resources . Could have been any kind of developer . Not Andy (End-user / business user) but a Power User Quote “My challenge is to surf on web technologies, find out what will really be good enough for the users, and make it happen.” Objective Create flexible views to best serve users’ business needs, but still use BPM advantages
  • 21. Don’t forget, it’s a real cultural change
  • 22. Think agile, be agile, and iterate Why? Move forward step by step, and together Continually check where we are in relation to the objective How? Listen Create Demonstrate Adapt
  • 23. Conclusion, don’t forget we are all humans!
  • 24. Visit us online bonitasoft.com Join our community community.bonitasoft.com Download bonitasoft.com/downloads Follow us on twitter @bonitasoft Thank you for your attention! Questions? Comments?