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

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



This presentation summarizes how to analyze, standardize, mobilize, and automate information intensive processes.

This presentation summarizes how to analyze, standardize, mobilize, and automate information intensive processes.



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

    • Copyright © AIIM | All rights reserved. #AIIM The Global Community of Information Professionals aiim.org How to improve business processes? The “CliffsNotes” Version
    • Copyright © AIIM | All rights reserved. Your Industry Association  AIIM is the global community for information professionals  Founded in 1943  80,000 active community members  We do research and task forces analyzing trends and opportunities  Forbes Magazine called our research with author Geoffrey Moore the "Best social media idea of 2011”  AIIM published last year #OccupyIT – a manifesto about how business leaders must reclaim IT  AIIM is a also leading provider of training and standards
    • Copyright © AIIM | All rights reserved.3 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
    • Copyright © AIIM | All rights reserved.4 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
    • Copyright © AIIM | All rights reserved.5 Map Current State
    • Copyright © AIIM | All rights reserved.6 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)
    • Copyright © AIIM | All rights reserved.7 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
    • Copyright © AIIM | All rights reserved.8 Identify New Process Apps - 1 Transactional Apps to Smart Process Apps
    • Copyright © AIIM | All rights reserved.9  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
    • Copyright © AIIM | All rights reserved.10 Plan the Change  Executive involvement  Training  Communication  Incentives  Documentation  Support  Measurement  Continuous improvement
    • Copyright © AIIM | All rights reserved.11 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
    • Copyright © AIIM | All rights reserved.12 Coming in September 1. Process Landscape Identify and compare the different types of Process and Workflow Management approaches Understand business drivers and benefits Understand the importance of a business case 6. Content and Process Learn how to document and analyze content flow Describe the benefits of standardization and automation Identify content dependencies 2. Organizational Readiness Identify change drivers and organizational readiness Understand the importance of Governance and Compliance Plan a process improvement project 7. Current state mapping Learning objectives Identify the steps required to map the current state Describe key concepts and tasks associated with flow charting Begin mapping your process 3. Case Management Describe typical capabilities associated with Case Management Define and describe Transactional Process Apps (TPA) Define and describe Smart Process Apps (SPA) Begin determining requirements 8. Problem solving and improvement Learn to identify problems and propose change Describe and compare process streamlining vs. re-engineering Document your problems and consequences 4. Collaborative workplace Describe the role of SharePoint as a collaborative workspace Describe the use of Social Technologies as collaboration solutions Assess your collaboration needs 9. Process Design Learn to align processes to the corporate vision Describe how to model the Future State Prepare for automation 5. Mobile Enabled Processes Describe the impact and benefits of mobile devices Describe the characteristics and benefits of mobile and distributed capture Develop the business case for mobile-enabling processes 10. Measurement Identify and describe critical success factors and metrics that are important to a process improvement initiative Identify relevant key performance indicators Establish relevant CSFs and KPIs 11. Continuous Improvement Identify and compare different improvement methodologies Describe the use of incentives as part of continuous improvement Develop a continuous improvement plan Process Improvement Practitioner - Learn to automate information intensive processes
    • Copyright © AIIM | All rights reserved.13 Some AIIM Training Customers
    • Copyright © AIIM | All rights reserved.14 Some AIIM Training Attendees  "The class was truly the best training class I have ever taken!”,  Attendee from Chicago, IL  "I have been working towards my Project Management Professional certification and I see the AIIM Master programs as being just as vital to our industry as the PMP are to project management now."  Attendee from Jacksonville, FL  "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
    • Copyright © AIIM | All rights reserved.15 Sign up now at www.aiim.org/training  Self-paced Practitioner courses starts at $790 per person  Includes 6 months access to online resources, handouts, and exam  Contact AIIM to get significant student-bulk discounts for 10+ students  Instructor is available for 6 months to answer questions and provide guidance  3 x 90 min virtual live Practitioner sessions just for your organization for $3,700 with max 15 attendees  AIIM organizes 3 x 90 min live virtual sessions with experienced instructor and subject matter expert  Attendees get 6 months access to online resources, handouts, and exam  Instructor is available for 6 months to answer questions and provide guidance