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o I A utomate Melissa Henley Director of Marketing Communications Is This How You Think of Automation Or This 4 Steps to Getting Started Step 1 Establish Ownership Step 2 Secure BuyIn ID: 660230 Download Presentation
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Presentation on theme: "Where Do I Start? What D"— Presentation transcript
Slide1
Where Do I Start?
What Do I Automate?
Melissa Henley
Director of Marketing CommunicationsSlide2
Is This How You Think of Automation?Slide3
Or This?Slide4
4 Steps to Getting Started
Step 1: Establish OwnershipStep 2: Secure Buy-InStep 3: Gather RequirementsStep 4: Map the ProcessSlide5
What Could You Change?
Eliminating unnecessary steps from a processChanging inefficient proceduresRedesigning formsImproving communication between departmentsIntroducing process efficiencies through small process changesSlide6
Our Example: HR
HR employees are storing all documents as paper or scanning to shared drives as PDFs.All employee information is already stored in a database.Retention policies are not being followed as closely as they should be. Hard copies may be requested by employees or managers whenever necessary.Slide7Slide8
Project Owner vs. Project Champion
Project Owner:
handles daily operations
Project Champion:
shares the vision of automation with stakeholders and gathers supportSlide9
Our Example: HR
Who might be the Project Owner?Who might be the Project Champion?Slide10Slide11
People Need a Reason to ChangeSlide12
Our Example: HR
What ways could our Project Champion get buy-in for this automation initiative?Slide13Slide14
AnalysisWhat is the desired outcome?
What is the beginning? The end?Who does what when, where and why?What information needs to be passed on?How will I know if my project is a success?Slide15
Back to Our Example …
HR documents scanned and archived in proper records seriesAutomatic folder creation with metadata automatically applied from HR databaseRetention schedules automatically appliedViewing shortcuts for authorized departmental managersWhat is the desired outcome?Slide16
Start and End PointsThe Beginning
– when document is received from employeeThe End – when scanned document is destroyed in accordance to retention policyWhat is the beginning? The end?Slide17
Activities Performed
Documents are received by HR staffFiled in file cabinet or scanned onto network drive Manually indexed Record entry added to master entry logDestroyed when longest retention period ends
Who does what, when, where and why?Slide18
Knowledge Transfer
Employee nameDate of BirthHire DateSSNDepartmentSupervisor/ManagerWhat information needs to be exchanged?Slide19
Begin With the End in Mind
How Will I Know if My Project is a Success?BudgetTiming ScopeQualityCustomer satisfactionSlide20Slide21
Why Map the Process?Slide22
Our Example: Initial ProcessSlide23
Our Example: Proposed ProcessSlide24
Solution ConfigurationQuick Fields
: scan/capture on steroidsWorkflow: powerful automationForms: data collection, basic routing and approvalRecords Management Edition: automate retentionSlide25
Beware …Slide26
And If You’d Like to Learn More …Slide27
Online CertificationSlide28
Online CertificationSlide29
ECM Blog
“What is Business Process Automation?”“5 Bad Pieces of Advice About Business Process Automation”And more!Slide30
Questions?
Melissa Henley
melissa.henley@laserfiche.com
(562) 988-1688 x230