Build success from the inside – Step 2: Understanding the business process

By Tammy Lake on Jan 4, 2021

In the last video we talked about starting with the right people. To build on that topic, as you start working on improving data quality and digitizing a business process, it is important understand the current business process by having honest, and sometimes, difficult conversations.

When it comes to digitizing business processes, no one understands their part of the process better than the business users who are participants in the process. Look at your current process and listen to the what the participants have to say. Have the hard conversations. Ask thought provoking questions. Go in with the goal of identifying inefficiencies and discuss how to transform those inefficiencies.

Ask questions like:

  • How is the process done today?
  • What are the gaps?
  • Are there steps that need improvement?
  • Are all the steps in the current process necessary?
  • If the answer is “because that’s the way it’s always been done”, often times those are the steps to look at first.
  • What are the business rules?
  • What are the exceptions to the rules?
  • Are there tasks that are duplicated throughout the process? If so, what steps can be taken to remove the duplication of effort?
  • Do the process participants have full visibility of the data and status of the project? If not, how can the process visibility be improved to help everyone be better informed?

What we see time and again is when all business process participants are brought together to have the hard conversations at the beginning of a project, they have a better understanding of how what they do affects others, how what others do affects them, and inefficiencies, such as duplication of effort, often come to light. Having a better understanding can help improve communication, data quality, and can reduce the amount of scope creep during the project.

Having technical users there to support the business by performing tasks like system administration, assisting with best practices, and solution enablement/training means organizations can utilize the complementary strengths of employees while providing and an environment that encourages collaboration and more creative solutions.

Taking the time to understand and evaluate the current business process before defining steps for the new process helps organizations accomplish their strategic process digitization goals more successfully, enables them to keep up with today’s requirements, and not get left behind by their competitors.

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About the author

Tammy Lake

Tammy Lake is a Solutions Engineer at Winshuttle, with over 20 years of business IT experience working together with all business units inside manufacturing and oil and gas companies. Her professional goals have always included helping others simplify and automate business processes. She loves working with customers to help them imagine the possibilities with Winshuttle.

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