What is Business Process Optimization?

This is the process of examining processes inside of your business to discover inefficiencies, bottlenecks, or manually driven procedures that are not running as efficiently as they should.

 

Examples of these can be:

  • Sales proposal creation that requires multiple individuals or manual calculation to create
  • Any process which involves copying data from one system to another
  • Any system that relies on a piece of paper
  • Processes that involve a human to summarize data
  • Human lead data compilation
  • Changing logistics or manufacturing process to speed up data delivery
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Our Starting Point

 

First we need to understand your current workflows and the inefficiencies they are creating in your business. We can assess specific workflows you want to address or we can do an analysis of all your key workflows. This process includes:

  • Discussing current workflows with staff and stakeholders
  • Identifying software currently involved
  • Documenting current workflows
  • Identifying current metrics and KPIs

Many companies find tremendous value in just having their workflows/procedures documented!

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Mapping out the Route

 

How do we get from our starting point to our destination? We will identify key areas for improvement in each workflow. Discuss the vision, budget and expected ROI. The step includes a detailed workflow improvement plan and KPIs.

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AdobeStock_1139100346
AdobeStock_1139100346
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Start Driving

During this phase we will work with your stakeholders to test and then implement the workflow improvement plan. We will adjust our route as needed to ensure desired outcomes are achieved.

Resources

Watch the Webinar:

Webinar Presentation: Download the webinar presentation that documents the process from start to finish!

BPOWorkbbok – this template walks you through how to identify targets in your business for optimization. It includes metric to identify current cost, reimagined cost, and actual cost once changes are implemented.

DataReview – This template provides a simple way for companies to identify the accuracy of their existing data.

Discovery Questions – Improving business process means you must know how work gets done in your company. These sample questions are a great place to start engaging your team to see where improvements can be made.

Process Deconstruction Template – This template provides you the steps to deconstruct your current workflows, assess risks, and redesign the process from the ground up.

Moving Forward

Don’t have the time to automate and optimize your processes on your own? We are here to help! Our team can do all the heavy lifting so you can focus on running your business. Schedule a free consultation with us today!