Transitioning from BPM Practitioner to BPM Strategist

Author(s)

Managing Partner, M & A Consulting LLC
Business Process & Technology Management Expert in Financial Services, Logistics & Supply Chain, Retail IT. Cross functional and Global Leader in diversified industries. Process Mining expert.
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org
With over 25 years experience building and creating professional communities, Gregg Rock is recognized as an industry leader in professional training and education vital to helping enterprise organizations support their transformation initiatives. His work has been recognized in the Wall Street Journal, Fortune Magazine, Financial Times, CIO Magazine, and New York Times. Throughout his career Gregg has developed communities, hosted executive networking forums and the formation of advisory boards on topics ranging from IT security and outsourcing to multimedia and Y2K, but is most widely associated with his accomplishments in the areas of Business Process Management (BPM), Digital Business (DBiz), Business Architecture (BA), and Cloud Computing. BPM in particular is a widely accepted approach for designing enterprise organizational and information systems. This focus on process-related skills is creating demand for BPM content, collaboration, and training resources by corporations—a niche Gregg has spent years to fill. In 1997, Gregg founded BrainStorm Group and the network of BrainStorm Communities, consisting of discipline-specific web portals for BPM, BA, and SOA practitioners to network and receive education, professional training online and through live in-person events. This has enabled over 100,000 practitioners from over 125 countries to collaborate and share best practices, online and face-to-face. BrainStorm Communities feature a comprehensive suite of member services including newsletters, discussion groups, blogs, virtual and live events, live and online training, certificate programs, and professional certification. During his tenure, Gregg has produced more than 100 industry events in North America, South America, EMEA, and Australia attended by over 300,000 professionals. He led the development of the Certified Business Process Management Professional program. Harnessing the collective intelligence of leading BPM subject matter experts, this certification establishes an objective evaluation of a BPM professional’s knowledge, skill, and ability. He recently led the launch of BrainStorm's newest Community, focused on Digital Business and Transformation - DBizInstitute.org. Gregg also earned his private pilot license in 1991 and remains an active member of Aircraft Owners and Pilots Association (AOPA). When not flying, he’s active in his community and enjoys coaching little league, soccer, and lacrosse for his children.

When you first begin working with Business Process Management (BPM), much of your focus is on optimizing individual workflows—reducing a department’s approval cycle here, streamlining a customer onboarding process there. But as you gain more experience, you might notice a bigger opportunity: how do all these pieces connect? How can BPM evolve from a set of tactical fixes into a discipline that genuinely drives organizational strategy?

Moving from BPM practitioner to BPM strategist requires expanding your perspective beyond day-to-day tasks, learning how to advocate for broader change, and positioning process management as an engine for corporate growth. In this article, we’ll explore the mindset, skills, and steps that can help you transform from a practitioner who delivers local improvements to a strategist who shapes enterprise-wide direction.

  1. Cultivate a Strategic Mindset

The essence of a BPM strategist is the ability to see how each process ties to the broader goals of the organization—whether that’s boosting profitability, enhancing customer satisfaction, or scaling into new markets. While practitioners focus on efficiency gains and defect reduction, strategists ask questions like:

  • Which business capabilities do we need to strengthen most right now?
  • Which processes, if improved, would make the biggest impact on our competitive position?
  • How do we ensure our BPM initiatives support long-term objectives, not just quick wins?

Answering these questions means engaging with executives, reviewing corporate roadmaps, and interpreting market trends to guide BPM priorities. Rather than viewing BPM as a toolbox of improvement techniques, you start to see it as a vehicle for sustaining organizational excellence over time.

  1. Develop Cross-Functional Relationships

A key hallmark of strategic leadership is building alliances across different functions—finance, marketing, operations, IT, and beyond. As you rise from practitioner to strategist, you need to communicate with people who might not speak the language of BPM or care about the nuances of modeling. Here’s how to bridge the gap:

  • Speak Their Language:
    When talking to finance, translate process improvements into cost savings and ROI. When talking to HR, focus on employee engagement or how new processes reduce attrition. Tailoring your message fosters buy-in.
  • Identify Mutual Goals:
    Typically, BPM touches more than one department. If you can show how optimizing a process benefits multiple stakeholders—like improving both customer service and compliance—you’ll build stronger support.

Use Empathy and Active Listening:
A BPM strategist listens carefully to each department’s pain points, earning trust and uncovering synergy opportunities. This approach also helps you uncover hidden “shadow processes” or informal workflows.

  1. Master Change Management

While practitioners often focus on mapping and automating processes, strategists must also excel at adoption—ensuring people actually use the new workflows consistently. That’s where change management comes in. You’ll need to:

  • Articulate the Vision:
    Frame the improvement as part of a larger strategic narrative. Instead of “We’re cutting approval times by 20%,” say “We’re freeing up employees to focus on innovation and customer relationships.”
  • Champion a Culture of Continuous Improvement:
    Encourage leaders and frontline employees alike to view BPM as an ongoing journey, not a one-time project. Recognize and reward teams that proactively identify new improvement opportunities.

Address Resistance:
Some employees may fear change or view new processes as “extra work.” Strategists anticipate these reactions and collaborate with HR, managers, and internal communications teams to build understanding, offer training, and mitigate anxiety.

  1. Leverage Data and Analytics for Decision-Making

Data can be your most convincing ally when positioning BPM as a strategic asset. As a BPM strategist, you’ll rely heavily on metrics to:

  • Select High-Impact Projects:
    Pinpoint where inefficiencies or bottlenecks are most costly. Whether it’s via process mining, dashboards, or advanced analytics, use data to highlight the biggest opportunities.
  • Demonstrate ROI Quickly and Ongoing:
    With executive stakeholders, show tangible outcomes—like cost savings, cycle-time reductions, or revenue boosts. This proof helps secure buy-in for broader initiatives.
  • Forecast and Plan:
    By analyzing historical data and trends, you can predict future process performance, plan resource allocation, and align BPM projects with future market conditions.

Strategic decisions hinge on good data, so refining your analytical toolkit is vital. If you’re not yet comfortable with data models or analytics platforms, consider expanding your skills or teaming with data experts who can translate insights into BPM contexts.

  1. Integrate BPM with Other Disciplines

At the strategic level, BPM doesn’t stand alone—it intersects with enterprise architecture, project management, data governance, and more. By collaborating with these related fields, you can embed BPM principles across the entire organization. Some examples:

  • With Enterprise Architecture:
    Align process improvements with technology roadmaps and ensure processes aren’t just efficient but also scalable and future-ready.
  • With Project Management:
    Incorporate BPM milestones into larger initiatives—from new product launches to M&A integrations—ensuring robust, well-documented workflows guide execution.
  • With Data Governance:
    Ensure processes handle data responsibly, safeguarding compliance and enabling better decision-making across departments.

Involving these disciplines also expands your influence, shaping enterprise-wide systems and structures rather than just refining process details.

  1. Communicate Success Stories

A BPM strategist actively broadcasts wins, showcasing how process improvements contribute to strategic achievements. Instead of focusing solely on numbers, weave in stories of how a new workflow freed up employees to innovate, or how a reengineered process boosted customer satisfaction. These narratives give BPM a human face, rallying more departments to embrace continuous improvement.

Transitioning from a hands-on BPM practitioner to a high-level strategist is a journey of expanding horizons, from departmental workflows to organization-wide transformation. You’ll need to think in terms of long-term value, forge alliances across teams, manage change thoughtfully, and leverage data to guide decisions. When BPM becomes not just a toolkit but a driver of strategic impact, you position yourself—and your organization—to navigate evolving markets, complex technology landscapes, and growing customer expectations with agility and confidence. By adopting this strategic mindset and set of practices, you shift from fixing processes to shaping the future of the enterprise.

Similar Resources

The BPM Lifecycle: Exploring Models for Strategy to Execution and Continuous Improvement

The BPM Lifecycle: Exploring Models for Strategy to Execution and Continuous Improvement

Author(s):

Faculty Member, BPMInstitute.org and BPM & Business Architect Consultant, Smart & Mindful Optimizations
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org

BPM lifecycle—the conceptual framework organizations use to describe how processes are managed, improved, and governed over time. But here’s the truth: we don’t have a standardized model of the BPM lifecycle. And in fact, that’s one of the things we love about BPM....

The Role of AI and Automation in BPM (Without the Jargon)

The Role of AI and Automation in BPM (Without the Jargon)

Author(s):

Managing Partner, M & A Consulting LLC
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org

You’ve likely heard that artificial intelligence (AI) and automation are transforming every corner of the modern workplace. Yet for many organizations—and the business analysts who help them function—it’s not always clear how these technologies fit into everyday...

Best Practices for Implementing BPM in Large Organizations

Best Practices for Implementing BPM in Large Organizations

Author(s):

Managing Partner, M & A Consulting LLC
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org

Successfully deploying Business Process Management (BPM) in a small department is one thing; rolling it out across a sprawling, multi-department corporation is another challenge entirely. Large organizations, often spread across multiple geographic locations and...

Featured Certificate: BPM Specialist

Everyone starts here.

You're looking for a way to improve your process improvement skills, but you're not sure where to start.

Earning your Business Process Management Specialist (BPMS) Certificate will give you the competitive advantage you need in today's world. Our courses help you deliver faster and makes projects easier.

Your skills will include building hierarchical process models, using tools to analyze and assess process performance, defining critical process metrics, using best practice principles to redesign processes, developing process improvement project plans, building a center of excellence, and establishing process governance.

The BPMS Certificate is the perfect way to show employers that you are serious about business process management. With in-depth knowledge of process improvement and management, you'll be able to take your business career to the next level.

Learn more about the BPM Specialist Certificate

Courses

  •  

 

Certificates

  • Business Process Management Specialist
  • Earning your Business Process Management Specialist (BPMS) Certificate will provide you with a distinct competitive advantage in today’s rapidly evolving business landscape. With in-depth knowledge of process improvement and management, you’ll be able to take your business career to the next level.
  • BPM Professional Certificate
    Business Process Management Professional
  • Earning your Business Process Management Professional (BPMP) Certificate will elevate your expertise and professional standing in the field of business process management. Our BPMP Certificate is a tangible symbol of your achievement, demonstrating your in-depth knowledge of process improvement and management.

Certification

BPM Certification

  • Make the most of your hard-earned skills. Earn the respect of your peers and superiors with Business Process Management Certification from the industry's top BPM educational organization.

Courses

 

Certificates

  • Operational Excellence Specialist
  • Earning your Operational Excellence Specialist Certificate will provide you with a distinct advantage in driving organizational excellence and achieving sustainable improvements in performance.
 

 

OpEx Professional Certificate

  • Operational Excellence Professional
  • Earn your Operational Excellence Professional Certificate and gain a competitive edge in driving organizational excellence and achieving sustainable improvements in performance.

Courses

Certificate
  •  

  • Agile BPM Specialist
  • Earn your Agile BPM Specialist Certificate and gain a competitive edge in driving business process management (BPM) with agile methodologies. You’ll gain a strong understanding of how to apply agile principles and concepts to business process management initiatives.  
 

Business Architecture

 

Certificates

  • Business Architecture Specialist
  • The Business Architecture Specialist (BAIS) Certificate is proof that you’ve begun your business architecture journey by committing to the industry’s most meaningful and credible business architecture training program.

  • Business Architecture Professional
  • When you earn your Business Architecture Professional (BAIP) Certificate, you will be able to design and implement a governance structure for your organization, develop and optimize business processes, and manage business information effectively.

BA CertificationCertification

  • Make the most of your hard-earned skills. Earn the respect of your peers and superiors with Business Architecture Certification from the industry's top BPM educational organization.

Courses

Certificate

Courses

 

Certificates

  • Digital Transformation Specialist
  • Earning your Digital Transformation Specialist Certificate will provide you with a distinct advantage in today’s rapidly evolving business landscape. 
 

 

  • Digital Transformation Professional
  • The Digital Transformation Professional Certificate is the first program in the industry to cover all the key pillars of Digital Transformation holistically with practical recommendations and exercises.

Courses

Certificate

  • Agile Business Analysis Specialist
  • Earning your Agile Business Analysis Specialist Certificate will provide you with a distinct advantage in the world of agile software development.