1
4
OUR
TODAY IS TO
Share a perspective on what to consider when
moving automation projects into a virtual setting.
Provide insights into how to design an
online process assessment workshop.
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5
AGENDA
Virtual automation projects
Tools and enablers
Online process assessment
Wrap-up
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6
THE TYPICAL AUTOMATION PROJECT
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THE VIRTUAL AUTOMATION PROJECT
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HOW DO WE ENSURE
SUCCESSFULL
AUTOMATION PROJECTS
IN A VIRTUAL CONTEXT?
COLLABORATION FLOW LEADERSHIP
It’s about focusing
on three things
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10
Facilitate
See and
interpret
Set common
rules
COLLABORATION
BE ALIGNED
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FLOW
MAKE ROOM FOR
THE INFORMAL
Digital
enablers
Informal
communication
Fixed
cadence
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LEADERSHIP
KEEP
STAKEHOLDERS
IN THE LOOP
Display
progression
Send
snapshots
Schedule
check-ins
1313
YOU MUST PROVIDE THE
TOOLS TO LET PEOPLE
BECOME THEIR BEST
Steve Jobs
You cannot mandate productivity;
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Solution Workshop Chat Meeting Content PM
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HOW DO YOU DESIGN YOUR
ONLINE PROCESS
ASSESSMENT WORKSHOP?
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KEEP THE DESIGN SIMPLE
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BEFORE
Collect process
information
Organise
workshop room
Prepare process
scorecards
Request information
through online form
Prepare online
facilitation
Make virtual
scorecards
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DURING
Fill in process
scorecards
Assess processes
on the wall
Discuss pros and
cons in groups
Discuss virtual
scorecards
Agree on virtual
assessment
Adjust changes
as needed
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AFTER
Document the
workshop
Prepare prioritisation
report
Fill in assessment
templates
Review virtual
assessment
Distribute link to
online scorecard
Make adjustments
as needed

Business process automation - from onsite to online