ready. aiim. learn. 2-day BPM Specialist Training Class - Learn global best practices for improving business processes

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1 2-day BPM Specialist Training Class - Learn glbal best practices fr imprving business prcesses Intrductin The Business Prcess Management (BPM) Certificate Prgram is designed frm glbal best practices amng ur 50,000 members. The prgram cvers cncepts and technlgies fr; Streamlining and re-engineering Requirements gathering and analysis Applicatin integratin Prcess design and mdelling Mnitring and prcess analysis Managing change AIIM represents the Infrmatin Management cmmunity as the glbal assciatin fr bth users and suppliers f Enterprise Cntent Management slutins the strategies, services and technlgies which enable rganizatins t capture, manage, stre, preserve and deliver infrmatin t supprt business prcesses. We have prvided service fr mre than 60 years, and are a nn-prfit rganizatin. Curse Develpment The curse bjectives and cntent is defined and reviewed by AIIM Educatin Advisry Grups in the US and Eurpe, representing AIIM s mre than 50,000 members. These Educatin Advisry Grups have subject matter experts frm the fllwing cmpanies: Accenture BearingPint Cann CCRM Assciates CMS Watch Crwn Partners EMC Fujitsu Gartner Gimmal Grup GlaxSmithKline Harris Crpratin JPMrgan Chase Marin Cunty Health Department Micrsft Oracle Rich Ryal Mail Serc Standard Chartered Bank The Natinal Archives f UK TOWER Sftware US Curts US Department f Treasury Westminster Cllege ZyLAB The curse materials were develped by CMS Watch based n requirements and best practices defined by the abve members.

2 Curse Descriptin The BPM Specialist curse cvers glbal best practices fr hw t implement BPM. Yu will learn; Planning yur prject Hw t develp a business case BPM Identify and establish stakehlders and prject teams Gather requirements Analyze requirements Best practices fr prcess design Understand clusters, parallel and sequential prcessing, natural rder, check and reviews, decisin making, simplificatin, and upstream and dwnstream Prject advice, pitfalls, and best practices Management methdlgies including TQM, BPR, Six Sigma, and Lean. AIIM recmmends that yu take the BPM Practitiner curse befre starting the BPM Specialist curse t get a gd understanding f BPM cncepts and technlgies. Curse Objectives: At the end f this curse yu will understand: The BPM Prject Identify the majr prject stages fr prcess imprvement Articulate the differences and relatinships between regular prject structures and thse fcused n prcess change Understand the key utcmes frm each prject stage Estimate level f effrt required at each stage in the cntext f yur enterprise, and be able t plan resurces accrdingly The Business Case fr BPM Identify key business scenaris that can be tackled with BPM Determine cst and value categries in yur business case Structure a cmpelling business case fr a BPM prject Stakehlders & The Prject Team Select and build a valid BPM prject team Understand the custmer as a key stakehlder Better manage Stakehlder expectatin Gathering Requirements Articulate t senir management the central rle f requirements gathering in the BPM prject prcess Identify varius requirement elicitatin techniques, their strengths and inherent drawbacks List the skills required fr this stage t maximize yur chances fr success Prcess Design Practices Understand the limitatins f flwcharting prcesses Ask the right trubleshting questins and evaluate each step in a prcess Better manage prcess clusters Develp parallel prcessing as a slutin t bttlenecks Understand the value f natural rutes and main prcesses Utilize activity thery in the cntext f BPM And then make use f:

3 Rle based ruting Name based ruting Grups and Relatinships Effective Queuing Wrklad balancing Implementing Change Understand where implementatin fits int the brader picture f prcess imprvement Articulate the value f Prfs f Cncepts and Pilt prjects Run a prper technlgy selectin prcess Identify the steps required t ingest new technlgy -- if needed -- int the enterprise Change Management Identify different types f change Cntrast technlgy change with prcess change Understand the 4 dimensins f rganizatinal change readiness Identify different mdels fr change management Articulate best practices fr change management Mnitring Understand the value Prcess Mnitring Identify different metrics t capture and versee Distinguish On-Demand vs. Autmated Reprting Management Methdlgies Understand the value f utilizing an imprvement methdlgy Articulate the key differences amng and relative merits f the fllwing appraches: TQM BPR Six Sigma & Lean Curse Designatin Yu will be awarded the AIIM BPM Specialist (BPM S ) designatin after passing the nline exam. This is a new AIIM standard fr industry prfessinalism and knwledge. By earning this designatin, yu can call yurself an AIIM BPM Specialist. Yu can use the assciated lg and title n yur business card, signature, web page, etc. The exam is available via the Internet and yu must pass it within 6 mnths f attending the training curse. Benefits f becming BPM Specialist (BPM S ): Psitin yurself t be tmrrw's leader by enhancing yur business and prfessinal skills Learn glbal best practices fr implementing BPM Discver real wrld slutins and best practices fr the challenges yu face Learn frm experts in the field wh are able t answer yur questins, address yur cmments, and wh are willing t accept yur feedback Wh shuld attend AIIM s BPM Specialist Class? The BPM Specialist Class is designed fr Business Managers, Business Analysts, IT Managers, Cmpliance Officers, Archivists, Librarians, Risk Managers, Recrds Managers, and Infrmatin Managers, as well as fr slutin prviders, sales cnsultants, prject managers, and technical staff.

4 Audiences Business Analysts & Cnsultants IT Management Technical staff Recrd Management persnnel Business Unit (line staff & management) Implementatin team-it and business Suppliers/Slutin Prviders/Vendrs Executives Change agents Users Curse Material Yu will receive a BPM Wrkbk and access t supprting BPM nline curses and exam. This will be accmpanied by a handut that summarizes the key cncepts, including references t authritative publicatins and web resurces. Curse Agenda The BPM Prject Prject and Prcess Lifecycles Assess Plan Implement Renew Business Case fr BPM Intrductin t BPM Business Cases Identifying the Prblem Determine Cst Categries Eliminate, Dcument, Calculate Example Cst f Ding Business (CDB) Stakehlders & The Prject Team Identifying Stakehlders Building the Right Team The Custmer as a Stakehlder Managing Stakehlders

5 Gathering Requirements Requirements in Cntext Techniques Caveats and Pitfalls Prcess Design Best Practices: The Human Dimensin Clusters & Bttlenecks Parallel Prcesses Natural Order Check and Reviews Prcess Design Best Practices 2 Activity Thery Ruting Wrkflw Balancing Implementatin What is Needed fr Change Finding the Right Technlgy Prf f Cncepts (POCs) and Pilts Implementatin Change Management Types and Appraches Technlgy Change Change Readiness Best Practices fr Implementing Change Mnitring Mnitring f Prcesses Prcess Analysis On Demand vs. Autmated Reprting

6 Management Methdlgies What is a management methdlgy? TQM BPR Six Sigma Summary Training: BPM Specialist Class, 2-days, 9am 5pm Includes access t 11 supprting web mdules (each apprx 1 hur) fr 6 mnths Includes 3 pprtunities t take and pass the AIIM BPM Specialist web exam Includes English language delivery and all training materials Please cntact AIIM if yu wuld like t knw the price fr rganizing a private class fr yur rganizatin: training@aiim.rg Please nte that this AIIM BPM Certificate Prgram is designed t give all participants an appreciatin f BPM. Yu shuld nt expect t gain in-depth expertise in all aspect f BPM frm this Prgram. If yu need in-depth expertise yu shuld refer t specialist curses, references r expert assistance. Agenda is subject t change withut ntificatin.