zoominfo

Why Process Assessment is Critical?

One of the top three reasons why organizations fail in scaling their automation initiatives is choosing wrong processes or not knowing what processes to choose to get the maximum benefits. Organizations should adopt a comprehensive, objective and structured methodology to identify the right processes. If one does not approach it in a structured manner then there is high risk of automating processes that do not provide the right benefits or even worse is that one may find a little later in the development cycle that the process cannot be automated for some reason. This then leads to loss of confidence in the technology across the organization.

What is the right way to assess processes?

The focus should be to assess processes for end-to-end process automation to avoid technology bias. Not everything can be solved by RPA or Workflow. It is always a combination of technologies, that when combined well will result in maximum automation and hence maximum benefit.

Digital Operating
Model
ttIcon1

Data Extraction

ttIcon2

RPA

ttIcon3

Workflow BPM

A quick assessment should include the following measurement criteria, which then should lead one to perform a more detailed and phased analysis to help one create a roadmap for the next 12-18 months.

numbrIcon1
Standardization Is the process standardized across areas? Has the process been optimized? numbr1
numbrIcon2
Repetitiveness Are Exceptions normal? How much is the work Analytical vs Consistent rules processing? numbr2
numbrIcon3
Transactional Nature What are the quantities of work that need to be processed? Is there workload unaddressed? numbr3
numbrIcon4
Complexity Complexity can be number of steps, systems, variations, or required logic. numbr4
numbrIcon5
Human Requirement During a process what are the number and types of required Human interactions? numbr5
numbrIcon6
Robot Utilization How much automation has been applied to the process? numbr6
numbrIcon7
Maturity and Stability How mature and stable are target destinations? numbr7

As you perform further analysis you must focus on the following three key objectives of this exercise

1
Identify and Rank
Process
2
Estimate Effort and
Schedule
3
Create Business Case
for Budgeting

How can Lateetud help in Process Assessment?

We apply our tried and tested three-phased approach to identify the right processes for automation. The first phase called “Customer Automation Review (CAR)” comprises of collecting metrics, interviews with the heads of functions & team leads, and attaining a broad overview of the processes. The metrics and the other inputs go through our tools and framework. The result is ranked list of processes with projected benefits.

The second phase called “Process Assessment (PA)” comprises of detailed process walkthrough of the top process candidates identified in CAR to assess the effort required for automation. The result is automation effort and schedule.

In the third phase - “Business Case Analysis (BCA)” – we create a business case with inputs from CAR and PA for ROI projections and budget considerations. This becomes your roadmap for success in Intelligent Automation journey.

Process Assessment Framework

1

Customer Automation
Review

Input: Metrics, Process Overview

Output: Ranked Process via Estimation model

Identification for Ranking
2

Process
Assessment

Input: Deep Drive Click by-Click Assessment of Top Process Candidates

Output: Automation Effort and Schedule

Effort and Schedule
3

Business Case
Analysis

Input: CAR and PA Output, Overhead cost

Output: ROl, Roadmap and Budget

Roadmap for Budget

What about Process Mining?

Lateetud also uses process mining to help identify process bottlenecks. This approach, combined with our three-phased methodologies, is very helpful when you are looking at larger processes and want to back your analysis with real-time data generated by the systems. The tools capture transaction volume, cycle time, application touchpoints, process flow maps and process bottlenecks.

Process Intelligence Through Mining

lodData

Process Assessment if performed correctly can be the single most factor in scaling your automation initiative.

Find out more about our approach