Resource Library
APQC’s Resource Library is your source for timely and topical information to help you meet your most complex business process and knowledge management challenges. Explore our ever-growing collection of more than 8,600 research-based best practices, benchmarks and metrics, case studies, and other valuable APQC content.
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Data and Measures|
Business Process Management Maturity Benchmarks: Financial Services/Banking Industry
This report is prepared with data from APQC's Business Process Management Maturity Assessment Tool (BPM MAT). The BPM MAT allows Financial Services and Banking organizations…
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Data and Measures|
Managing Mergers and Acquisitions: Financial Services/Banking Industry
Most mergers & acquisition (M&A) deals tend to fall apart in the integration phase. Whether it’s underestimating the costs of integrations, setting unrealistic timelines,…
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Presentation Slides|
Robotic Process Automation: The Gateway to Process Improvement
The Federal Home Loan Bank of San Francisco took a grassroots approach in building its robotic process automation (RPA) Center of Excellence, starting slowly with ad-hoc get…
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Presentation Slides|
A New Foundation: Rebuilding the Knowledge Base at Elevations Credit Union
Elevations Credit Union is a two-time Malcolm Baldrige National Quality Award winner, and knowledge management has played a crucial role in its improvement journey. This…
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Business stakeholders often underestimate the amount of time, labor, and other resources that it takes to implement robotic process automation (RPA) effectively. At APQC's…
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Elevations Credit Union wanted to update its KM systems and provide employees with a consistent KM experience regardless of their role, function, or location. The…
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Data and Measures|
Fixing Process & Knowledge Productivity Problems Survey Report: Financial Services/Banking
Wasted time, duplicated work, and inefficient processes chip away at an organization’s bottom line. Small inefficiencies add up—and they can hurt innovation and competitive…
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Data and Measures|
Fixing Process & Knowledge Productivity Problems Survey Report: Retail and Wholesale
Wasted time, duplicated work, and inefficient processes chip away at an organization’s bottom line. Small inefficiencies add up—and they can hurt innovation and competitive…
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Articles|
The State of Automation in Banking
In response to the tumult and increased regulation resulting from the 2008 global recession, the banking and financial services industry became the early adopters of robotic…
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Developing a knowledge or process management program is never easy, but a time-tested framework can help you reach your goals faster and avoid common mistakes. In this…
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Data and Measures|
Strategic Planning and Organization Agility: Financial Services/Banking Industry
APQC conducted a survey in March of 2021 to explore strategic planning practices and identify the key characteristics that drive organizational agility. This industry…
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Process Classification Framework|
APQC Process Classification Framework (PCF) - Banking PCF - Excel Version 6.1.0- Francais
Effective benchmarking requires common definitions and processes. Like a shared language, organizations need to make apples-to-apples comparisons to obtain accurate…
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Process Classification Framework|
APQC Process Classification Framework (PCF) - Banking PCF - Excel Version 7.0.5 - Francais
Effective benchmarking requires common definitions and processes. Like a shared language, organizations need to make apples-to-apples comparisons to obtain accurate…
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Webinars & Videos|
Process Toolkit to Challenge the As-Is
In order to engage the business and apply process practices that make a difference, we often must challenge the way people think about the way they execute work. To…
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Webinars & Videos|
Transformation from Within: Our OpEx Journey
Capital Group ranks among the world's oldest and largest investment management organizations. Over the last five years, it evolved its transformation practices from a single…