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Best Practice #1

Automating Business Processes

Situation Deploying a new software technology to automate business processes and provide management teams better visibility to customer and business information Background Every situation has a different process created for it which creates a large need for human intervention both in manual tasks and transporting data between systems Best Practice

• Process first approach ensures that the business maximizes their efficiency and takes full advantage of the new software system
• Automating a cumbersome process just makes the process automated – not streamlined
• Work to create a “standard” process through automation where exceptions are handled through manual intervention

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Best Practice #2

Need Scalable Process to Support Growth

Situation Need to redesign business processes or automate them to require less resources or effort to execute Background When a business starts thoughts are about “getting it done” vs creating a standardized process. Over time processes develop that are labor intensive and require significant human intervention or tribal knowledge Best Practice

• Standardized business processes and removal of manual processes help to process more with the same resources laying the foundation for scalable growth
• CCS experts can also provide objective best practice observations when finalizing the new processes

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Best Practice #3

Deploy Technology in Phases

Situation Technology deployment is a massive undertaking that includes most of the functional areas of the organization, many cross-functional processes, and connects multiple tools or platforms. Background The organization is excited about the possibility of moving as much as possible to the Technology to provide better visibility internally and to their to customers. Everyone involved wants to begin to realize ROI on the investment as quickly as possible. Best Practice

• Establish a road-map for deployment across the organization and prioritize functional areas based on corporate strategy and customer added value
• Dividing the scope into phases, allows the team and the organization to focus on getting the deployed business processes optimized and does not overwhelm the organization leading to a more successful technology deployment

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