Every worthwhile improvement project starts with an honest look at how things work today. Here are the steps we take to assess the current state of your processes and make a recommendation for how custom BPI software can help:
- Current processes & applications review
- Current process observation and evaluation
- Analysis & Scope of Work development
Reduce labor costs | Improve customer experience | Improve process efficiency
These three outcomes drive our software-focused assessment. Each step below is designed to uncover where the right software can lower labor costs, deliver a better customer experience, and make your processes run more efficiently.
Current processes & applications review
We begin by reviewing your current processes and applications, looking closely at:
- the systems you use,
- the obstacles your staff face, and
- the improvements you’re looking for in an application.
Current process observation and evaluation
Our team meets with your key employees — in person if needed — to observe the ins and outs of your day-to-day operations and take note of opportunities for improved efficiency.
We review your current process with an eye for the aspects that are ripe for improvement. A few examples:
- Copying and pasting between systems.
- Dependency on paper or Excel.
- Requiring a user to catch a problem rather than the system alerting users.
- Extra steps in a process due to insufficient or inaccessible data.
We ask a LOT of questions to understand why each step is being done and how your processes got to where they are today. Expect us to ask things like:
- Why is this step or process needed? What benefit does it provide?
- If system X had this information, or did Y, would that eliminate the need for this step?
- How do you identify that a problem exists? Do you have to find it? Calculate it? Or are you alerted?
Analysis & Scope of Work Development
Finally, we use everything we’ve gathered to assess your current state and develop a scope of work for the project.
Our goal is to reduce or eliminate the obstacles and inefficiencies your team is struggling with by:
- Determining whether the current software should be updated, extended, or replaced
- Exploring opportunities for system integration
- Identifying opportunities for process automation
Ready to see where your processes could improve? Learn more about our business process improvement services or contact us to start the conversation.