Creating a BPM Center of Excellence

We provided the foundation for the client’s Business Process Management (BPM) Center of Excellence (CoE) and the process definition for their initial BPM project

The Business Need

A major US-based financial services firm had previously implemented a limited number of internal processes using a legacy workflow tool.

The company was experiencing significant growth and had identified the need to improve numerous critical business processes. Company leaders realized their difficulty addressing these issues due to:

  • Limitations in process analysis and re-engineering
  • A current BPM tool with limited integration causing data reentry, inability to prioritize work queues, manual creation of notifications, no process status dashboards

They embarked on a project to assess their business needs and select an enterprise BPM solution as a replacement. But they quickly realized they had a need for professional assistance in validating their evaluation, developing internal process improvement and automation capabilities, and implementing the new platform.

Enter Centric

Our BPM team – including a BPM Business/Solution Architect, Process Specialist and Iteration Manager – was engaged to establish the company’s BPM program Center of Excellence.

Under our leadership, the overall team, which included client business and IT staff members, accomplished the following:

  • Completed the final stages of the software evaluation and selection process
  • Designed the framework for implementing BPM capabilities in the enterprise
  • Reviewed and re-engineered the Project Development Platform and New Business Review processes to provide initial exposure to BPM best practices


During the project, Centric trained the company’s developers and users on BPM best practices, including standards and templates for documenting process requirements, process flows, user stories, wireframes, and task/integration data mapping.

Our team also coached the client on an iterative BPM implementation approach, including sprint planning and management, team roles and responsibilities, project structure and communications.

Finally, we provided a foundation for the BPM CoE by creating the BPM and integration solution reference architecture, documenting workflow development patterns, identifying reusable artifacts, and building a project estimation tool.

As a result of these efforts, the client’s BPM automation CoE was successfully formed and its first process was implemented within the BPM solution.