BPM Expectations

A huge part of BPM projects is managing expectations.

The best person to take on the task of managing expectations is the internal champion. 

They will have 2 audiences – Management who will purchase and the Users that will be working in this new environment.  They will want to craft a different story for each.

Over the years, I have found a good outline for a proposal includes: Problem Description; Picture it; The Solution; and Pricing.  I share this because the important section is the ‘Picture it’ section.

A Story for Management…

Today – describe the working environment with its shortcomings.

Picture it – describe what the working environment will look like with the new solution installed.  Management cares about the bottom line.  Describe how this solution will save time, save money or increase revenues.

A Story for Users…

Today – describe the working environment with its shortcomings.

Picture it – describe what the working environment will look like with the new solution installed.  People hate change, so the champion has to get them excited about the new solution.  They need to craft a story describing how it will make life easier for the user.

Story Telling

When crafting a good story, it needs to be compelling but believable.  Don’t exaggerate; it sets up the person to be disappointed.  Empathy is a key ingredient to any compelling story.  [You can’t fake empathy, people will know.]

Your Thoughts…

That’s just my opinion, I could be wrong.  What would you add to this list?

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