Enterprise Business Analysis for Workflow Improvement and Positive Result
Course Details
Objectives
• Practice a Framework for Process Improvement
• Initiate a process analysis effort with clear objectives and an agreed-upon goal.
• Identify and define complex business process steps using various modeling techniques such as ANSI, Swim Lane, Business Process Diagrams, UML, SIPOC, and Value Stream Maps
• Evaluate and prioritize potential improvements
• Identify the most important business component: Essential Processes
• Decompose complex processes into lower level tasks and sub-processes using a decomposition diagram.
• Identify changes, detail the impacts of each change, and develop a transition plan and backlog.
• Evaluate solution effectiveness
Outline
- Process Improvement Discovery
i. Understand the need for business process analysis
ii. Discuss a Framework for Process Improvement
iii. Workshop: Choose a process to improve and establish its context for the class case study
iv. Solidify strong project objectives and goals
v. Workshop: Develop improvement goals for the class case study - Understand the Process
. Create an Elicitation Plan
i. Review workflow diagramming techniques or types of diagrams such as ANSI, Swim Lane, Business Process Diagrams, UML, SIPOC, and Value Stream Maps
ii. Develop a visual representation of a process utilizing various workflow analysis techniques to understand the current business process (AS IS).
a. Discuss the reasons for creating AS IS diagrams and models.
b. Discuss the appropriate level of detail for the model
c. Review guidelines for visual process representation to improve communication and understanding
d. Learn to listen for business rules when eliciting business process requirements.
e. Overview of the Decision Model.
f. Use decision tables and decision trees to represent complex business rules.
g. Use data artifacts to analyze information currently used by the business
h. Collect metrics or measurements to establish the business process baseline.
iii. Workshop: Create an AS IS Business Process Model and decision tree for the course case study and present it to the class
iv. Validate the business process model - Challenge the Process
. Identify essential business processes to highlight process problems
i. Use Root Cause Analysis to identify essential business processes
ii. Decompose business processes into sub-processes and tasks using a process list or process decomposition diagram
iii. Compare several techniques to define business processes: top-down, bottom-up, and event driven
iv. Workshop: Practice identifying essential processes using top-down, bottom-up, and event driven approaches
v. Workshop: Create a process decomposition diagram and supporting process text templates for the class case study
vi. Identify potential problem areas by challenging your AS-IS model
. Review AS-IS process models potential issues
a. Review Lean’s 7 forms of waste
b. Review Six Sigma techniques for identifying process issues including the “5 Whys” and Cause and Effect/Fishbone Diagram
c. Discuss other potential areas of concern
vii. Workshop: Review the case study process model and utilize the Process Challenge Checklist to identify process problems - Improve the Process
. Brainstorm on TO BE alternatives by evaluating 9 alternative options for change to a process
i. Workshop: Utilize the Process Improvement Strategy Worksheet to identify potential improvements for the class case study
ii. Evaluate and Prioritize potential improvements
iii. Test process improvements for potential pitfalls or negative side effects
iv. Create TO BE models with a re-design of the business procedures supporting the essential processes
v. Workshop: Propose and document an improved process for the case study - Implement the Process
. Identify transition needs by performing gap analysis to identify gaps between the AS IS Process and the recommended TO BE Process
i. Utilize a Change and Impact Worksheet to identify risks and impacts to the organization
ii. Develop a plan to manage impacts and the transition
iii. Workshop: Compare your solution to the existing process for the course case study. Identify changes, detail the impacts of each change, and develop transition plan and backlog
iv. Evaluate the solution effectiveness - Develop Your Action Plan/Course Summary
. Develop an Action Plan with next steps on the student’s current project.
i. Student questions/discussion topics - Appendix – Job Aids (optional)
. Diagramming Notations
. ANSI Flowcharts
a. BPMN Process Models
b. SIPOC Diagrams
c. UML Activity Diagrams
d. Value Stream Mapping
i. Job Aids
. Process Context Worksheet
a. Responsibility and Authority Checklist
b. Elicitation Plan Worksheet
c. Quick Tips for Process Metrics
d. Process Metrics Worksheet
e. Guidelines for Workflow Diagrams
f. Process Challenge Checklist
g. Process Improvement Strategy Worksheet
h. Change and Impact Worksheet
Who Should Attend ?
This course has been designed for business analysts, systems analysts, data administrators, database administrators or any other member of a project team involved in business analysis
