The document discusses best practices and challenges in business process automation, emphasizing the importance of human factors in digital transformation projects. Key points include the need for careful planning, understanding user needs, and the importance of iterative processes for successful BPM implementation. The authors stress that automation should not simply replace existing systems but should optimize processes for better efficiency and value.

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

17. Resources...but which ones???

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?