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Your business process strategy checklist

Digital transformation is not a specific set of new technologies, it’s not a one-time project, and it’s not a final destination. Digital transformation is an ongoing, evolving practice that takes a lot of planning and patience. That’s why a sound strategy is paramount.

Digital transformation is about people, process, productivity, and profit. Each of these are entwined – improving processes can empower people to work better together, resulting in the delivery of a higher quality product that will drive higher profit margins.

A business process strategy will help you improve your processes to kick-start or further your digital transformation efforts. In a previous post, we introduced you to three steps to creating a business process strategy. When combined, these steps set up organizations to master their internal processes.

  1. Manage: The first step to improving your business processes is understanding them. Value can’t be created if you don’t understand where the potential for optimization lies.
  2. Automate: Once you’ve identified the potential for improvements, the next step is to implement the automation technology that will make these improvements a reality.
  3. Optimize: Creating effective automated processes across your organization requires regular improvement. This could involve creating new automated workflows, increasing the size and detail of existing ones, or automating more tasks within a workflow.

This post dives deeper into each of these steps, helping you formulate and document your business process strategy.

Process management

Your organization should visually plan, map, and manage every existing process across the entirety of your business. When you do, you create a complete and accurate picture of the state of your processes – which is crucial if you want to improve them.

  • Plan

Begin by defining the processes that have the most impact on your organization. These can be exemplar workflows that should be extended to other areas of the business or broken workflows that require attention and repair. In either case, identifying the details of your processes is the first step.

  • Map

Every successful journey requires a map, and your digital transformation journey is no exception. Process mapping helps employees better understand the work they’re doing by formally documenting the flow of work. Process mapping software extends this to every department, team, and employee, no matter their technical experience – letting them collaborate to plan workflow improvements.

  • Share

Every worker should be enabled to manage and improve the processes they perform. The ability to share workflow designs means employees can get feedback from other team members and use that feedback to transform process improvement into optimization.

Process automation

Automation is the star of the show, but it can only truly shine with proper planning and execution. Once you know the processes best suited for (or most in need of) automation, process automation software is the means to make improvements. You just need to know the best type of automation for the job.

  • Workflow and RPA

Automate manual, repetitive work with workflows and robotic process automation (RPA). Workflow connects the dots between tasks; RPA completes the manual and repetitive tasks faster and more accurately than a human can.

  • Forms and mobile

Create and customize online forms that automatically capture and submit data. Mobile functionality extends the accessibility of forms and other workflows, enabling workers to capture information from virtually anywhere.

  • Document Generation and e-Signature

Move beyond the automated sending of emails or push notifications into end-to-end process automation. Automatically generate documents like contracts and proposals with pre-populated information to get work started faster. Use e-Signature capabilities to get those documents signed and approved faster, too.

Process optimization

Digital transformation is an ongoing goal, so your organization should constantly seek to improve your processes. Process optimization leverages the data that’s created in your newly automated workflows, giving you deeper insight into what’s working and what could use improvement.

  • Monitor

Monitor your processes to quickly identify and address any issues that arise. By tracking the performance of workflows, you can measure their efficiency and develop a benchmark for success.

  • Analyze

Data visualization can pinpoint and highlight potential areas where your processes can be improved. Workflows are analyzed in pre-built, customizable dashboards for complete visibility in an easily-consumable format.

  • Improve

Monitoring and analyzing your processes will give you the knowledge to update your process maps and improve your processes, based on data-driven insights.

Process automation with powerful results

Through process management, automation, and optimization – your organization has all the components to build a strong business process strategy.

The Nintex Platform takes those components and combines them in a single, easy-to-use platform. Whatever level of process maturity your business is currently in, you can start the journey towards process mastery in the digital workplace.


Find out more about how the Nintex Platform offers unparalleled power across process management, automation, and optimization. Or, get started right now with a free trial.


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