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Business process AUTOMATION

Published on Feb 04, 2016

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PRESENTATION OUTLINE

Business process AUTOMATION

that fits!

Adam katz and Will Stagl

imagetag

Agenda

  • Where companies get stuck
  • The ImageTag process framework
  • The KwikTag toolkit
  • Examples

business process automation is hard

Companies get stuck for lots of reasons
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"Process Automation is vital"

  • 48% immature processe
  • 40% Improper tools
  • 30% Unaware of formal process
n a 2014 survey conducted by PMG of over 300 IT professionals in North America, 98% of respondents cited business process automation as a “Very Vital” or “Vital” business driver in their organization. Automation, according to respondents, was lacking in many departments and processes, and a lot of inefficiencies persisted that could be rooted out by eliminating routine, manual tasks.

When it comes to actually implementing process automation, however, many IT professionals saw roadblocks in terms of how processes were managed today.

• 49% of respondents said that existing processes were not mature enough to automate
• 48% said business owners were creating their own automated solutions with non-standard or incorrect tools
• 30% said their organization was unaware of its formal business process, making it impossible
Photo by jpmartineau

process framework

defining processes and getting started
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Framework elements

  • Documents Fields Security Policy Workflow Policies Reports Integration
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audience

  • Primary stakeholder
  • Executive sponsor
  • End users

examples

kwiktag process automation in action
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contractor onboarding

shipping and logistics company
Photo by Indiana Stan

contractor onboarding

  • 40 application docs/ contractor
  • email, name, applicant ID
  • Multi-stage approva
  • 5-day pre-qual report
  • GP Integration
Photo by Indiana Stan

contractor onboarding

DEMO
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Purchase contract management

US-based global lumber company
Photo by onecog2many

contract management

  • 12 docs, 8 data fields
  • KT-assigned case ID
  • Web access for foresters and admin
Photo by JeepersMedia

contract management

dEMO
Photo by JeepersMedia

HR onboarding

  • Applicant and employee documents
  • ADP payroll, Red carpet onboarding, LMS integration

Questions to consider

  • Documents?
  • Data?
  • Access?
  • Actions?
  • Reports?
  • Access / integrations?
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Next steps

  • GATHER YOUR TEAM
  • REVIEW YOUR PROCESS
  • CONTACT IMAGETAG
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q&a

use the "questions" panel to submit your question