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Process Assessment

Your Guide To Evaluating Business Processes

Business Process Assessment

What Is Process Assessment and What Tools Do You Need?

Can I automate this? Or will I gain any business value from that automation? These are questions you might be asking when thinking about a process within your organization that has caught your eye. The process may be inefficient, manual or time-consuming, so you wonder if you can make it better.

Here is where process assessment can help start your automation journey.

What Is Process Assessment?

Process assessment is an analysis method for evaluating your business processes for their strengths, quality, cost, weaknesses, and ideally, areas for improvement. It involves looking at how your current processes work through set criteria like its effectiveness, efficiency, waste, etc., and even process maturity assessment.

They give you valuable insight into how well your processes are working, and whether they align with your business goals and industry best practices — all contributing to the smooth running of your operations and the overall success of your business.

Process assessment vs process audit

A common question that comes up is what’s the difference between a process assessment and a process audit? While they seem similar, they do have different purposes.

In essence, a process assessment is an evaluation of processes against set criteria to identify process improvements and process optimizations. On the other hand, a process audit is a more formal examination of processes against policies and regulations.

Important to note: Process assessment is also a common term in software engineering, evaluating a software process for quality and defects. But in this guide, we’ll focus on business processes as they relate to automation.

Why Do You Need Process Assessment?

Why You Need Process Assessment

Processes don’t have to be evaluated once they are broken. In fact, it’s best to evaluate them continuously so you can measure their strengths and weaknesses and effectiveness and catch any inefficiencies early on. Assessing your processes will give you a range of benefits:

Better process performance

By evaluating current processes, you can clearly identify the inefficiencies, bottlenecks, areas for improvement and what’s working. This means that your processes can constantly improve based on clear, objective assessments.

Improved decision making

Process assessment gives you data-driven information that supports your decisions. This means that you don’t have to go off a hunch that a process is not working, you can rely on factual information the directly shows where and how your processes are becoming inefficient. Organizations can then make better choices when changing processes, reallocating resources or prioritizing.

Enhanced quality

Regular process assessments help ensure that all your processes adhere to established quality standards and are consistently performing. This means that you can rely on your process outcomes with a higher degree of trust.

Increased accountability

Again, regular process assessments help organizations ensure that they are compliant with policies and industry regulations. It also helps mitigate risks as you can identify process failures or inefficiencies, and fix them before they become a larger risk.

What Challenges Does Process Assessment Solve?

What Challenges Does Process Assessment Solve?

Besides the benefits, assessing your processes also helps solve the following:

  • Inefficiency and waste: Assessments identify areas where you can streamline.
  • Standardization issues: You can promote process standards and ensure they are consistent.
  • Low productivity: By finding bottlenecks and inefficiencies, you can change processes to boost productivity.
  • Compliance risks: Assessments help ensure processes meet regulatory and policy requirements.

Getting Started with Process Assessment

Getting Started with Process Assessment

The great news is that a process assessment does not have to be manual! You can use automation to help you evaluate your business processes objectively. At SS&C Blue Prism, we have the SS&C | Blue Prism® Process Assessment Tool. It’s designed to answer your most critical questions and set you on the right path to creating a consistent pipeline of automation opportunities.

Our process assessment tool:


Know the potential value of automating any process by answering a few simple questions. A brief online survey helps you qualify and prioritize processes for automation and get an instant recommendation.


Provide proof of value to your business and demonstrate how RPA has saved time and money. Detailed reporting provides real insight into the success of your automation activities.


“Your Spaces” is a flexible and secure user-group management platform that makes it easier than ever to securely govern and support the rollout of process assessments across your entire organization.


After you’ve assessed a few processes, your dashboard (your processes) will show you the processes that are ready to automate right now, as well as those that need a review or more significant work to automate.


Export data to undertake detailed analysis. Leverage real-time information on process discovery progress that can be effectively and impactfully communicated to senior management.

Takes action

Having clear and easy-to-understand status snapshots of all your processes enables you to use the results to inform the next stages of your automation program.

Using a process assessment tool like ours helps you take the guesswork out of improving your processes with intelligent automation (IA).

Intelligent automation (IA), made up of cognitive technologies like robotic process assessment (RPA), can leverage process assessment tools to identify and prioritize work that can benefit from automation. Then, applying that automation can streamline and optimize your business processes.

So, process assessment shows you, ahead of time, which processes will be the easiest to implement, the savings they’re likely to yield, etc.

As a result? Your business is primed for quick wins and repeatable success.

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What’s next?

Process assessment is just one part of the larger pool of business process management (BPM). Other tools, strategies and solutions at play include:

Business process mapping

Also referred to as business process analysis, helps you organize business processes by visually displaying the steps within a process, start to finish.

Discover process mapping.

Business process modeling

This is a graphical representation of a workflow or business process, including all the subprocesses, roles and steps within them for improved analysis and optimization.

Discover process modeling.

Modeling and mapping are both part of workflow management.

Business process management

And everything relates to the core topic, business process management (BPM), which to us is both a methodology and technology to help you reach total business process transformation.

Read how one insurance company was able to process claims 95% faster with our BPM solution, SS&C | Blue Prism® Chorus. Or how this benefits provider was able to handle 20% year-on-year growth without additional hires.

Discover Business Process Management (BPM).

Try It Today

Before starting their automation journey, organizations need a holistic view of their automation candidate pipeline and a full analysis of their business processes. The best way to do that is through a business process analysis tool like the SS&C | Blue Prism® Process Assessment Tool.

With this tool, you can expect a clear picture of your automation opportunities, a user-friendly centralized results dashboard, key statistics at a glance, proof of automation value and strategically informed next steps in your journey.

Contact us to learn more about our Process Assessment Tool today.