Converting physical process automation projects into a virtual setting that achieve the same or better effect requires more than the latest teleconferencing solution. Automation professionals need to rethink their approach and apply new ways of working to maintain momentum and transparency in their projects. Although the virtual approach is already an integrated part of most automation projects, what differentiates the leaders from the rest is their ability to apply digital enablers in a way that ensures efficient project management and execution of tasks remotely. This short virtual session will provide insights and concrete tools for moving process automation projects into a virtual setting and designing virtual process assessment workshops.

1. 1

2. 4
OUR
TODAY IS TO
Share a perspective on what to consider when
moving automation projects into a virtual setting.
Provide insights into how to design an
online process assessment workshop.
4

3. 5
AGENDA
Virtual automation projects
Tools and enablers
Online process assessment
Wrap-up
5

4. 6
THE TYPICAL AUTOMATION PROJECT

5. 7
THE VIRTUAL AUTOMATION PROJECT

6. 88
HOW DO WE ENSURE
SUCCESSFULL
AUTOMATION PROJECTS
IN A VIRTUAL CONTEXT?

7. COLLABORATION FLOW LEADERSHIP
It’s about focusing
on three things
9

8. 10
Facilitate
See and
interpret
Set common
rules
COLLABORATION
BE ALIGNED

9. 11
FLOW
MAKE ROOM FOR
THE INFORMAL
Digital
enablers
Informal
communication
Fixed
cadence

10. 12
LEADERSHIP
KEEP
STAKEHOLDERS
IN THE LOOP
Display
progression
Send
snapshots
Schedule
check-ins

11. 1313
YOU MUST PROVIDE THE
TOOLS TO LET PEOPLE
BECOME THEIR BEST
Steve Jobs
You cannot mandate productivity;

12. 14
Solution Workshop Chat Meeting Content PM

13. 15
HOW DO YOU DESIGN YOUR
ONLINE PROCESS
ASSESSMENT WORKSHOP?
15

14. 16
KEEP THE DESIGN SIMPLE

15. 17
BEFORE
Collect process
information
Organise
workshop room
Prepare process
scorecards
Request information
through online form
Prepare online
facilitation
Make virtual
scorecards

16. 18
DURING
Fill in process
scorecards
Assess processes
on the wall
Discuss pros and
cons in groups
Discuss virtual
scorecards
Agree on virtual
assessment
Adjust changes
as needed

17. 19
AFTER
Document the
workshop
Prepare prioritisation
report
Fill in assessment
templates
Review virtual
assessment
Distribute link to
online scorecard
Make adjustments
as needed