When embarking on and completing any kind of process improvement project, many leaders forget to baseline pre-project performance metrics. This is extremely important for your automation initiatives to gain support for moving forward with automation of additional processes. It provides tangible measurements to track success and communicate it throughout the organization. Here are key components to include in your report.
Establish a baseline. Before starting your automation project, reference the agreed upon success criteria identified in your goal alignment workshop (see my first post in this series, “Three Steps to Jump-start Your Process Automation Project”). For each of the goals and KPIs identified by your team, take a baseline measurement of how the organization is currently performing against those metrics.
Communicate the big picture. From the very start of the project, plan to create a presentation to share the vision of what the project will look like when complete, and share the projected ROI. This helps communicate exactly what to expect, while also establishing the baseline. Your presentation should depict a very clear picture of the current state and how work is getting done. This should be followed by a description of the improvements you will make, the goals you wish to achieve, and a projected return on investment.
Share your metrics. After you have launched your RPA bots and had enough time to realize results of your project, complete the presentation with the end-state metrics. Include the following in your report, and be sure to share it with all business stakeholders and others who would benefit:
- Project goals
- Pain points
- Persona profiles for each of the types of users doing the work
- Name and title
- Job description
- KPIs by which they are measured
- Personal pain points
- Current state process map
- Current state performance metrics
- Final state process map
- Final state performance metrics
- Tangible improvement metrics
- Intangible improvement metrics
- Return on investment
- Lessons learned
Most automation projects result in significant improvements and cost savings. You will have a very impressive story to tell once the project is complete. The best way to ensure that you can build on that by implementing other projects is to build excitement by sharing your story.
If you are trying to get buy-in for your RPA project before having that experience, OpenConnect has developed a service called DiscoverNow to help build a business case. It illustrates a potential end result based on our years of experience implementing these projects for our customers. We can use the same methodology to help tell your story once the project is complete. Let OpenConnect help make you a superhero for your business! Call today to schedule your DiscoverNow session.