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Business Process Management

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Business process management (BPM) is a holistic management approach focused on aligning all aspects of an organization with the wants and needs of clients. It promotes business effectiveness and efficiency while striving for innovation, flexibility, and integration with technology. This 2-day course aims at introducing its attendees to the core values, principles, and practices of Business Process Management.

Business Process Management assists in improving and managing an organization`s end-to-end enterprise business processes in order to achieve three outcomes that are critical:

  • Clarity on strategic direction
  • Alignment of the firm`s resources
  • Increased discipline in daily operations

Many of today`s Project Management and Business Analyst Professionals are involved in initiatives that require Business Process Management. Teams need to have a strong understanding of how to manage and implement BPM to effectively deliver on these initiatives.

The course will explore how you can easily and successfully use Business Process Management.

Learning Objectives:

  • Understand the key terms and concepts in BPM
  • Learn the major methodologies and techniques for implementing BPM
  • Discover the various technologies that support BPM
  • Identify common BPM challenges and how to address them
  • Apply BPM successfully


Section 1: Introduction – BPM terms, concepts and principles

  • What is BPM?
  • Benefits of BPM
  • BPM Fundamentals
    • Terms
    • Concepts
    • Principles
  • Introduction to Tools & Technologies
  • Process Modeling Tools
  • Business Process Management Suites
  • Challenges/obstacles & successes
  • BPM examples
    • Famous debacles to avoid and successes to emulate
  • Your role in BPM
    • As a Project Manager
    • As a Business Analyst
  • Technique: Brainstorming session using Brainwriting
  • Case Study Exercise: Brainwrite a group case study that BPM can be applied

Section 2: Overview of the BPM Life-Cycle

  • Brief history of business process management
  • Demystifying BPM
    • BPM Hype cycle
    • The iceberg syndrome
  • BPM Life-Cycle - Business process management activities can be grouped into six categories:
    1. Vision
    2. Design
    3. Modeling
    4. Execution
    5. Monitoring
    6. Optimization
  • Walkthrough of the six step BPM life-cycle
  • Using the classification framework for a BPM implementation Strategy:
    • Foundations – to set up for success, BPM projects need a solid underpinning.
    • Findings and Solutions – relate to Understanding of existing processes, and how to go about identifying suitable solutions in the Innovate Phase.
    • Fulfillment – is how the people and system development come together to fulfill the need.
    • Future – relates how the organization realizes value and delivers sustainable performance.
    • Essentials – of leadership, project management and people change management are vital throughout the entire project.
  • Enterprise Business Process Management
    • BPM Implementation Strategies
    • Key Skills, Roles and Responsibilities
  • Key Roles and Responsibilities – Creating a RACI matrix
  • Template: RACI Matrix
  • Case Study Exercise: Discuss and determine roles and responsibilities of the case that your group has chosen

Section 3: Step #1 – Vision

  • Strategic Goals and Vision of an organization
  • Identifying the gaps (delta between current and future states)
  • Ownership of the project initiative and how it aligns with the business objectives
  • Recognizing pros and cons for each option
  • Change management and defining the measurable success criteria
    • Key Performance Indicators
  • Technique: Business Model Canvas – How to apply it to BPM
  • Case Study Exercise: Use the Business Model Canvas to determine goals and expected outcomes of the case study that you chose.
  • The financial business case for BPM
  • Template: Business case example

Section 4: Step #2 – Design

  • BPM Analysis and Design - Identify the scope of the business process
  • Creating value – understanding your Business model framework when planning BPM
  • Developing the requirements
  • Identify interdependencies and linking the processes
  • Technique: Identify key processes within the Business model canvas
  • Case Study Exercise: Identify at least 3 key business processes that support your initiative

Section 5: Step #3 - Modeling

  • What is Business Process Modeling Notation (BPMN)
  • Technique: Business Process Modeling (As-Is)
    • Determine how using the Business Process Management Notation (BPMN) can help
    • Key elements of BPMN
    • How to conduct a BPMN workshop
  • Conducting "what-if analysis" on the processes
  • Creating the “first cut” flow
  • Plan how the team will optimize and clean up the process
  • Case Study Exercise: Map out the current and expected future state of one of the key processes you identified in Section #4

Section 6: Step #4 - Execution

  • Putting the desired process into practice
  • Process Management – Common challenges and how to successfully address them
  • Prototyping the solution
  • Identifying and addressing risks
  • Case Study Exercise: Create a high level plan/checklist that you would follow when executing a BPM initiative – Identify Who, What, Why, When, Where, and How
  • Case Study Exercise: Review changes to an As-is Business Process Model

Section 7: Step #5 – Monitoring

  • Measuring the results against the success criteria
  • Deciding which measures to use
  • Common challenges and how to address them
  • Technique: PDCA cycle
  • Collaborating with the team to address unexpected changes
  • Case Study Exercise: Discuss as a group how you would monitor and evaluate the BPM initiative

Section 8: Step #6 – Optimization

  • Standardizing the process
  • Defining the how the process will be documented
  • Plan and understand organizational readiness
  • Allocating resources to the new standard process using the RACI matrix
  • Discuss how stakeholders can be empowered to identify and act upon their ideas
  • Identifying follow-up needs (i.e., training) for the people impacted
  • Technique: Communication Plan
  • Case Study Exercise: Fill out a communication plan for a BPM initiative

Section 9: Going Forward with a Plan for Action

  • Identifying process problems in your organization
  • Embedding BPM into the organization
  • Individual Exercise: Name three (3) possible areas where BPM can be applied
  • Prioritize and define the next steps
  • BPM Solution Examples and Case Studies


No prerequisites - This course suitable for both novices and experienced people who need to manage and implement a Business Process Management (BPM) initiative. Having an understanding of project management and business processes is helpful and recommended.


  • Those who are new to BPM or have only had a limited exposure
  • Business Analysts, Project Managers, Middle and Senior-level Line-of-business managers


2 Days Course

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14 PDU's
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