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Preparing for CapEx Approval Process Automation

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Organizations are looking to both reduce and optimize capital spending. Many are beginning to realize the waste and risk involved in their current methods for handling requests for capital expenses. This often leads to the promise of CapEx process automation. But what's actually involved in a CapEx automation project and where do you start?
This presentation (adapted from our full guide) walks through the high points of automating your CapEx processes.

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Preparing for CapEx Approval Process Automation

  1. 1. Preparing for CapEx Approval Process Automation
  2. 2. Planning to Automate Your CapEx Process? Not surprising! • Organizations are looking to both reduce and optimize capital spending • Many are beginning to realize the waste and risk involved in their current methods for handling requests for capital expenses. • This often leads to the promise of CapEx process automation. • But what's actually involved in a CapEx automation project and where do you start? • This presentation (adapted from our full guide) walks through the high points of automating your CapEx processes.
  3. 3. Overview What we’ll cover: • What’s driving the need for CapEx automation? • What benefits are being realized from automation? • Preparing for CapEx automation • Implementing Automation • Complete Guide
  4. 4. What’s driving the need for CapEx automation? There is no “one” thing… • Speed/Pace of Business/productivity • Auditing/Internal controls • Lack of Standards/Errors/Unclear policies • Distributed Offices • Cost Containment
  5. 5. What benefits are being realized from automation? Benefits go beyond productivity… • Visibility • Optimized Approval Processes • Routing • Reminders • User Participation • Improved Accuracy • Compliance and Centralized Data Management • Audit Trails • Improved Team Communication
  6. 6. Preparing for CapEx automation Automating CapEx requires thoughtful planning and implementation • Establishing Ownership, Responsibility and Accountability • Process Planning • Documentation of Your CapEx Process • Converting from “Tribal Knowledge” • Outlining Your Initial Workflow • Approval Matrix • Approval Criteria • Ensuring User-Friendly Forms • Alerts and Reminders • Reporting Requirements
  7. 7. Implementing Automation Before you unleash your automated process… • Testing • Change Management • 10 Principles of Leading Change Management (strategy+business) • How to Get Employees to (Really) Use New Technology (Forbes) • Convincing Skeptical Employees to Adopt New Technology (HBR) • 5 Tips for Managing Resistance (Prosci) • The Change Curve (Mindtools) • Effective Ways to Sell Change (Forbes) • From Start to Sticky (Workfront) • Maintenance Responsibility • Continuous Process Improvement
  8. 8. Getting the Specifics Free, Complete Guide Available • Download the complete CapEx Automation Guide here: • http://get.integrify.com/capex-guide • Includes • Process Planning • How to Document • Outlining and Designing the Workflow • Building an Approval Matrix • Building Forms • Reporting Requirements • Tips for Change Management • Loads of examples and templates to steal

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