Business Process


Document Existing Business Processes

To ensure that we understand current state or "as is" business processes.
  • Preliminary Requirements
    1. Review the documentation relating to business processes in the Preliminary Requirements.
    2. Gain agreement to the level of detail that will be explored.
    3. Complete the mapping.
    4. Gain agreement from the Business that the processes are accurate.
  • Business Process Map of the "as is" processes

Some work will have been completed during the Preliminary Requirements Phase. This phase will build on the work undertaken at that point. Some discussion will be required as to how deeply processes will be mapped. Some considerations are:

  • The time available
  • The people available to do the work
  • How much of existing processes will be retained? For example, if there will be major changes to processes, is it better to focus on the new processes rather than spend time on those to be abandoned?
  • What existing material is available and it's currency

The starting point is the process maps and functional decomposition that was done during Preliminary Requirements. Each of the functions will represent a business process, or sub-process. Some may be repeated. For example there may be a process for "Change Customer Details". This may happen a number of times in different business processes. It could happen as part of the process to handle customer enquiries and it can happen as part of the process to take an order. If you use a proper modeling tool, you can link the "Change Customer Details" process to various points in other processes. It becomes a generic sub-process.

In terms of defining the process levels, a list of processes can be created and agreement gained with the business as to which of these need to be mapped, and which can be skipped. The mapping will typically involve interviews and workshops with those involved to understand the processes. These will then be mapped using a tool such as Visio or Holocentric Modeller. They are then reviewed by the users. At this point, there will probably be some changes to the documented processes and additional processes identified. As they are mapped, they can be verified by users and finalised.

When mapping the processes use the Business Process Modeling Worksheet to manage the various process maps and status of the work. You can use the numbering system in the worksheet to identify each process map.

Business Process Modeling Worksheet A worksheet to identify business processes and their status. It is an evolution of the Functional Decomposition Worksheet created in Preliminary Requirements.
Holocentric Model Example An example of a model produced in the Holocentric Modeling Tool

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