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One of the most popular ways to understand how the work is getting done is to ask employees what tasks they perform and how. Such interviews can be conducted in the form of a real-life interview or in written form (e.g. surveys or questionnaires). But regardless of format, these methods rarely provide complete accuracy or objectivity. The range of reasons for this differs:
When conducting business process analytics, analysts first things first get to documents like policy manuals and SOPs. These documents typically describe the happy path – the ideal version of how processes should run. It’s important to have such documents, as they help to familiarize teams with ‘should-be’ processes. But unfortunately, without a relevant clear picture of ‘as-is’ business process it’s virtually impossible to benchmark against the happy path.
This method includes watching a specific business process. A business analyst observes each step of their processes and takes notes on how the process unfolds in reality, measuring how much time each step takes. After observing, they interview employees to better understand what challenges they might experience. Based on the information collected, they make reports and build maps to help generate automation ideas.
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