How to get ready for Process Mining? Follow our Process Mining checklist

Process Mining is currently one of the trendiest projects your company can engage in. However, Process Mining preparation should not be underestimated! There are several steps on your Process Mining checklist that are important to address before you start with the implementation.

At Processand we have been helping our customers achieve success for quite some time now. That is why you should follow our Process Mining checklist to accomplish excellence. Only then the success is guaranteed!

Don’t underestimate the importance of preparation!

Step by step Process Mining checklist

1. Do your research

It is important to educate you and your colleagues first. You should know what Process Mining stands for and evaluate, why should your company jump on the Process Mining train.

Not sure where to start? You can read our blog where we answer all the most important questions!

If you´re not sure which one to pick, here's our best suggestion: What is Process Mining?

2. Set goals

In every project it is usually a good practice to set goals. Same applies to a Process Mining project. It is much easier when all the relevant parties know what they want to achieve with the Process Mining implementation.

Main question is:

What do you want to analyze?

Are you simply interested in process discovery and see how is your business functioning? Would you like to enhance your processes and improve the throughput times? Or do you simply want to monitor whether everything is running as smoothly as possible?

Answering these questions should be a priority!

3. Build the team

Who will oversee the project? Before you start with the implementation, you should define clear roles and responsibilities. Also, you should know what department is responsible for the project.

Where should Process Mining fit within the organization? IT? Process Excellence group? Shared services? A line of business (like Finance)? And what about the team composition?

Eventually, each team should have people in these roles:

  • Executive Sponsor - To champion the project and secure buy-in and budget from senior decision-makers
  • Data Analysts - To interpret the business impact of the findings surfaced during the Discovery stage
  • Business Users (i.e., Practitioners and Team Leads) To guide use cases and improvement opportunities
  • IT Partners/Data Engineers - To authorize, facilitate and maintain the required technical integrations

Processand can provide you with both business analysts and data engineers. With them, your team can create value thanks to joint workshops and cooperation. You ask questions, we answer them for you.

Nevertheless, it is good practice to designate some of your team members to the development phase as well. This could be an experienced engineer or motivated accountant.

Thanks to our expertise, we can give you a thorough on/off site training to meet the high demands on your team. We can make data scientists out of you! If you are intrigued, get in touch with us.

Moreover, we have a long history with Celonis Process Mining implementation, and we are proud to be rewarded with the official Platinum service badge. We can deliver best value for you and your business. In other words, you can count on us.

4. Draw up the budget

Everything costs money. It is important to keep in mind the following costs:

  • Process Mining software
  • Process Mining hardware
  • Consulting services costs for an initial implementation
  • Consulting services costs for the long-term support
  • Education and self-development costs

5. Know your system

The general rule of thumb says that the better the documentation for the system the smoother the implementation.

If your company is using heavily customized and one-of-its-kind accounting system, reconstructing its process might be very challenging task even for the most experienced data scientist.

If you have compassion for the data engineers, you might want to ease the burden. Thorough documentation of the system should do the trick!

6. Manage your expectation

Despite what you might be led to believe, Process Mining isn’t plug and play solution. It requires a lot of hard work to meet your demands and expectations.
Therefore, plan accordingly.

Process Mining is a tool. It can provide you with a comprehensive overview that can translate into action and goal settings. However, it is not a magic stick that would instantly solve the company issues. The final responsibility for leveraging the findings is up to you and your Process Mining team!

7. Decide on software

There are couple of Process Mining software solutions out on the market. However, at Processand we believe that Celonis is simply the best.

Not persuaded? Try it out!

If you need some help, contact us!

8. Involve the stakeholders

Each department might have slightly different expectations.

Therefore, why not to handing out a wish list? That way you can do quick research on what everybody desires the most from the Process Mining implementation. You can then introduce the requests to your data science team and make sure whether meeting the business demands is feasible or not.

9. Measure the progress

What is measured can be managed. Simple as that. Track the progress on the project and make sure to acknowledge both wins and losses.

If you have a quantifiable goal, simply choose a number you strive for and make sure you reach it!

Facts don’t lie. Don’t be afraid of them.

10. Communicate the success

Be ready to answer a lot of questions at first – to your team, to the consultants and to the management.

Be ready to talk even more once the project is finished. Everybody will want to hear about the Process Mining Success you have overseen and implemented in your company!

11. Define the path forward

You have finished the Process Mining project. Now what? What is the future of the Process Mining in your company?

First process implementation is usually just the beginning. The road map is clear – you will want to implement more and more processes. Why not define the cleansing activities that will help you with optimizing and improving your process? Or maybe adding some more activities in your process could help? Perhaps enhanced dashboards will answer all your questions.

There are countless options on how to continue with the Process Mining journey.

Start small, think big.

Those are not just empty words, that is the core purpose of the Process Mining.


Process Mining checklist in a nutshell

If you follow this Process Mining checklist, your company is guaranteed to save a lot of time, effort, resources and last, a lot of headaches. It is very important to make good decisions when it comes to Process Mining preparation and introduce them to every concerned party within your organization.

Let us help you with your Process Mining preparations and contact us today! At Processand we know what we are doing!

Learn More About Process Mining.

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