Customer Success Lunch and Learn – Strategies for Developing a Robust Pipeline


Grow your automation pipeline using principles from SS&C Blue Prism’s ROM2 to bring your business leads, front-line staff and operations teams together to identify automation opportunities.

Key bullets:

  • Evolving your intelligent automation (IA) vision as your program matures to expand opportunity types, increase adoption and scale your program.
  • Using workshops, automation champions and continuous improvement teams to create a bottom-up approach to building your pipeline.
  • Implementing a Process Discovery Framework to generate automation opportunities, identify target areas and prioritize your pipeline.
  • Using people, processes and technology to build your pipeline; proven methods to generate qualified automation opportunities.
  • Understanding the role of the Governance Board in the pipeline-building process.


Jeremy Risner 150x150 1

Jeremy Risner

Customer success director, SS&C Blue Prism

Marsha Forbes 150x150 1

Marsha Forbes

Customer success director, SS&C Blue Prism

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