How to Install BPM in a Corporation


It is difficult to recommend a “best” way to install BPM in a corporation.

The approach needs to vary with the consultant, and vary with the client.

One-size-fits-all, ends up predictably fitting none of the players.

Photo Credit Jill Wellington

Here below is the script we recommend for our consultants:


Do a live session with a few stakeholders where you build a small workflow (10-20 steps) of the client’s choice (steps, directional arrows, all steps using the same placeholder Form, all steps with the same routing i.e. “all”).

Make sure the workflow has at least one (1) manual branching-decision-box.

Compile the workflow and roll it out as a process template to an ACM/BPM workflow/workload platform.

Stream a Case record onto a template instance to generate a private instance.

As the BPM engine posts tasks or steps according to the logic of your template instance, record some data at the placeholder Form at each step, then commit the step.

Make it clear to the stakeholders that background workflow automation causes the next step along the template instance to post automatically as soon as the current step is “complete”.

Go to the History to show the stakeholders that the platform contemporaneously records, in the History, the data that was entered at each step at the placeholder Form, complete with a system generated date/time stamp.

[quick build – this session should not run more than 1 hour]


Now, repeat #1, where each template instance step has been assigned a “skill” Routing (i.e. replace “all” with  “contracts”, “design”, “production”, or “shipping”).

Compile, rollout and model the workflow with the stakeholders.

[illustrate Routing as an attribute of workflow steps]


Replace the placeholder Forms along the workflow with, assuming the stakeholders have provided these in advance, images of Forms needed at each step in #1.

Make sure there is an extra “memo” Form field at each Form. This is very useful during modeling to capture notes (i.e. wrong Form, missing Fields, wrong Routing,  wrong sequencing of steps, etc.).

[illustrate Forms as an attribute of workflow steps]


Upgrade your workflow by adding a Rule Set that automates your branching decision box step. Set the routing at the branching decision box to “system”.

Install a rule at each option within a Yes/No decision box where an upstream form picks up a Yes/No value at, say, a combobox and automatically resolves the decision box when the decision box becomes “current” along the template instance. 

Compile, rollout. . . .

[introduce the client to workflow branching/re-merging]


Show the stakeholders how to build a custom workflow step Form and encode this to one or more steps.

Make sure there are at least two steps that feature the same step Form to illustrate that data recorded at the upstream step flows along the workflow to downstream step(s).

Compile, rollout . .

[upgrade of #3]


Now, compile, roll out and process a template instance for your latest upgrade of your workflow where you skip a step, re-visit an already completed step, insert a step not in your workflow.

Point out that Rules can be put in place at steps to guard against extreme, unwanted excursions away from “best practices”.

[demonstrate that your solution accommodates excursions away from “best practices”]


Illustrate re-direction of steps where a supervisor overrides the auto-routing by assigning a step to a named user.

[demonstrate escalation as part of RALB (Resource Allocation, Leveling and Balancing)]


Explain that “Case Managers are the folks who close Cases” and that some non-subjective means is needed to show progress along a workflow, typically along an “S” curve.

[illustrate non-subjective decision-making for Case closing]

On site vs GoToMeeting or equivalent web-based sessions?

Make sure with remote sessions that you can accomplish a few of the #2-#8 steps in no more than one hour. Combine steps where possible but avoid long drawn-out remote sessions as some stakeholders have short attention spans.

Onboarding stakeholders

During client sessions, let a stakeholder take over your mouse/ keyboard.  If the client is willing, let them do some of the processing at steps #1 and #2. The more stakeholders participate, the greater their level of confidence, sustained onboarding, etc.

Increasing the chances of a successful ACM/BPM implementation

Once the corporation is on board with ACM/BPM make sure that top management understands that a separate set of methods/tools/software/platform can (should) be put in place for building, sustaining and augmenting strategic competitive advantage (infrastructure/ resource inventory, risk assessment, vulnerabilities, remediation, funding initiatives).

Explain that the way to narrow the gap between strategy->operations and operations-> strategy is for top management/operations to assess initiatives, fund the more promising of these and set the focus at Cases on Initiatives, not processes.

Do not hard sell this to the point of losing the operational efficiency/effectiveness engagement by over-complicating.

See 300+ blog posts that go back to 2010 – many relate to BPM.


Management consultant and process control engineer (MSc EE) with a focus on bridging the gap between operations and strategy in the areas of critical infrastructure protection, major crimes case management, healthcare services delivery, and b2b/b2c/b2d transactions. (C) 2010-2021 Karl Walter Keirstead, P. Eng. All rights reserved. The opinions expressed here are those of the author, and are not connected with Jay-Kell Technologies Inc, Civerex Systems Inc. (Canada), Civerex Systems Inc. (USA) or CvX Productions Number of accessing countries 2010-2020 : 168
This entry was posted in Adaptive Case Management, Business Process Management, Case Management, Competitive Advantage, FOMM, Operational Efficiency, Operational Planning, Planning, Process Management, Process Mapping, R.A.L.B., Risk Analysis and tagged , . Bookmark the permalink.

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