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Workflow Assessment Process
Helps establish, with
proposed investment,
the Payback & ROI
                                 Assess Strategic Goals
                                 Operational Costs associated
                                    with Flow (Paper)
                                        Labor, Supplies, Storage
                                 Operational Flow (People)
 Evaluate the AS—IS
                                        Application & Manual Processes
Process in Comparison
   to Best Practices             IT Infrastructure (Survey)
                                        Network, Copier, Servers, & Clients




Collection of Data
         –   Current Personnel Costs
         –   Projected Personnel Costs
         –   Existing Operating Costs
         –   Organization Procedures & Tasks
         –   Projected Operating Expense Reduction/Elimination
         –   Financial Data
         –   Investment Information

Analysis of the Current Systems
         •   Implementation Issues
         •   Operational Issues
         •   Integration Issues
         •   Support Issues
         •   Security Issues
Phase 1. Initiating
•   Define what the Assessment should accomplish
•   Define the overall project goal
•   Define expectations of customers, management & other stakeholders
•   Define project scope
•   Select members for the project team


                                  Phase 2. Planning
•   Refine the project scope to include a balance among results, time and resources
•   List tasks and activities that lead to achieving project goals
•   Sequence activities in the most efficient manner
•   Develop a workable schedule and budget for assigning resources
•   Get plan approved by appropriate stakeholders


                                   Phase 3. Design
•   Define what tools will match up with the requirements and what each should do
•   Define the capture tools
•   Define viewing and/or editing tools
•   Define the storage requirements and records policy
•   Define interface requirements and collaboration tools
•   Define output and/or retrieval tools
•   Select members for the implementation team


                             Phase 4. Implementation
•   Refine the project design to include any relevant updates and technology improvements
•   List tasks and activities that are needed to properly deploy the solution
•   Sequence installation and training activities in the most efficient manner
•   Develop a workable schedule for the launch of the new process
•   Utilize project milestones to deploy and evaluate the project


                                  Phase 5. Optimize
•   Refine the project design to include any relevant updates and technology improvements
•   List tasks and activities that are needed to properly enhance the process
•   Enable end-users with tools that help them understand the plan for optimization
•   Develop a workable schedule for the launch of the optimized process

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Workflow Improvement

  • 1. Workflow Assessment Process Helps establish, with proposed investment, the Payback & ROI Assess Strategic Goals Operational Costs associated with Flow (Paper) Labor, Supplies, Storage Operational Flow (People) Evaluate the AS—IS Application & Manual Processes Process in Comparison to Best Practices IT Infrastructure (Survey) Network, Copier, Servers, & Clients Collection of Data – Current Personnel Costs – Projected Personnel Costs – Existing Operating Costs – Organization Procedures & Tasks – Projected Operating Expense Reduction/Elimination – Financial Data – Investment Information Analysis of the Current Systems • Implementation Issues • Operational Issues • Integration Issues • Support Issues • Security Issues
  • 2. Phase 1. Initiating • Define what the Assessment should accomplish • Define the overall project goal • Define expectations of customers, management & other stakeholders • Define project scope • Select members for the project team Phase 2. Planning • Refine the project scope to include a balance among results, time and resources • List tasks and activities that lead to achieving project goals • Sequence activities in the most efficient manner • Develop a workable schedule and budget for assigning resources • Get plan approved by appropriate stakeholders Phase 3. Design • Define what tools will match up with the requirements and what each should do • Define the capture tools • Define viewing and/or editing tools • Define the storage requirements and records policy • Define interface requirements and collaboration tools • Define output and/or retrieval tools • Select members for the implementation team Phase 4. Implementation • Refine the project design to include any relevant updates and technology improvements • List tasks and activities that are needed to properly deploy the solution • Sequence installation and training activities in the most efficient manner • Develop a workable schedule for the launch of the new process • Utilize project milestones to deploy and evaluate the project Phase 5. Optimize • Refine the project design to include any relevant updates and technology improvements • List tasks and activities that are needed to properly enhance the process • Enable end-users with tools that help them understand the plan for optimization • Develop a workable schedule for the launch of the optimized process