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Home > Training > BPM > Learning Objectives

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CMS Watch teaches these classes exclusively on-site, for 10 attendees or more. To inquire about rates and timing, contact us at training@cmswatch.com.

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BPM Learning Objectives

Over the four tracks (covered in four days), participants will be able to....

BPM - Strategy

What is BPM?

  • Understand what BPM is and what it is not
  • Recognize the tools that can be used to manage business processes
    • Technology
    • Consulting Skills
  • Determine the circumstances in which BPM would be appropriate

Role of BPM in ECM

  • Have a Clear Understanding of what ECM is
  • Why you would use ECM in your enterprise
  • How ECM & BPM can work effectively together

BPM Business Case

  • Identify key business scenarios that can be tackled with BPM
  • Determine cost and value categories in your business case
  • Structure a compelling business case for a BPM project

BPM as a Practice

  • Understand what business analysis skills consist of
  • Define what process modeling is, and the value it brings to a BPM project
  • Distinguish between various methodologies commonly used in BPM projects

The BPM Project

  • Identify the major project stages for process improvement
  • Articulate the differences and relationship between regular project structures and those focused on process change
  • Understand the key outcomes from each project stage

BPM - Practitioner

Role of BPM in ECM (and vice-versa)

  • Understand clearly what ECM is
  • Know why you would use ECM in your enterprise
  • Understand how ECM and BPM can work effectively together

Business Analysis

  • Articulate process analysis in the broader context of business analysis
  • Comprehend the pivotal role of business analysis
  • Detail the key activities that this work focuses on
  • Employ a number of key methods and approaches to analysis
  • Place project-level analysis in context with strategic enterprise activities

Basics of Process Improvement

  • Articulate typical reasons for business process change
  • Contrast “Away From” and “Go To”
  • Distinguish among different process scenarios
    • Ad-hoc vs. Production
    • Routing vs. Workflow vs. Integrated Business Processes
  • Understand when to employ streamlining versus re-engineering

Flowcharting Basics

  • Know the fundamentals of flowcharting
  • Realize the role and value of flowcharting
  • Know how to recognize and be able to use standard charting symbols and functions
  • Apply flowcharting best practices

Process Modeling

  • Recognize the difference between modeling and flowcharting, and understand the added value of modeling
  • Understand the potential drawbacks of modeling
  • Distinguish among different tools for modeling activities
  • Distinguish between modeling and execution and the role of standards here

BPM Technology Dissected

  • Compare and contrast workflow and BPM technologies
  • Identify the core functional services in a standard BPM architecture
  • Articulate the purpose of each service and describe how they work

BPM Technologies Overview

  • Understand how the BPM software market is structured
  • Differentiate among the different available approaches to BPM available
  • Connect BPM scenarios to specific types of BPM technologies

Enterprise Application Integration

  • Recognize the importance of integrating applications into the business process
  • Understand the key approaches to application integration
  • EAI vs. Bus
  • Make use of the relationship between BPM and application integration technologies

Collaboration

  • Identify the breadth of document-centric collaboration approaches
  • Recognize the limitations and advantages of collaborative technologies and activities
  • Understand the fundamental differences between simple collaboration and full BPM

BPM – Specialist

The BPM Project: An Introduction

  • Identify the major project stages for process improvement
  • Articulate the differences and relationship between regular project structures and those focused on process change
  • Understand the key outcomes from each project stage
  • Estimate the level of effort required at each stage in the context of your enterprise and be able to plan resources accordingly

BPM Business Case

  • Identify key business scenarios that can be tackled with BPM
  • Determine cost and value categories in your business case
  • Structure a compelling business case for a BPM project

Stakeholders and the BPM Project Team

  • Select and build a valid BPM project team
  • Understand the customer as a key stakeholder
  • Better manage stakeholder expectation

Process Design Best Practices 1

  • Understand the limitations of flowcharting processes
  • Ask the right troubleshooting questions and evaluate each step in a process
  • Better manage process “clusters”
  • Develop parallel processing as a solution to bottlenecks
  • Understand the value of “natural” routes and main processes

Process Design Best Practices 2 The Human Dimension

  • Utilize activity theory in the context of BPM
  • Make use of:
    • Role-based routing
    • Name-based routing
    • Groups and relationships
    • Effective queuing
    • Workload balancing

Implementing Change

  • Understand where implementation fits into the broader picture of process improvement
  • Articulate the value of proofs of concepts and pilot projects
  • Run a proper technology selection process
  • Identify the steps required to ingest new technology – if needed – into the enterprise

Change Management

  • Identify different types of change
  • Contrast technology change with process change
  • Understand the 4 dimensions of organization change readiness
  • Identify different models for change management
  • Articulate best practices for change management

Process Monitoring

  • Understand the value of process modeling
  • Identify different metrics to capture and oversee
  • Distinguish on-demand vs. automated reporting

Improvement Methodologies

  • Understand the value of utilizing an improvement methodology
  • Articulate the key differences among and relative merits of the following approaches:
    • TQM
    • BPR
    • Six Sigma and Lean

BPM – Master

Ethics and BPM

  • Articulate primary importance of business and personal ethics
  • Identify conflict and need to balance differing needs and motivations
  • Understand how to manage ethical conflicts
  • Be aware of issues relating to monitoring and surveillance
  • Value stakeholder versus shareholder requirements

Advanced Topics in Enterprise BPM

  • Identify and contrast various BPM maturity models and their applicability for your enterprise
  • Articulate the value, purpose and potential disadvantages of a project management office
  • Distinguish the role of enterprise architecture in enterprise BPM

BPM Futures

  • Articulate the relationship between SOP and BPM
  • Define the role and purpose of a “mashup” application
  • Identify key emerging trends in BPM technologies and practices




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  • Our critical analysis exposes product weaknesses as well as strengths
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  • Our research is led by international topic experts
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Contact us

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