STEp 1:

Core Process Mapping

Identify core processes and map the steps and roles needed to consistently deliver your products and services to customers.

• Identify, describe and set boundaries for major core processes
• Analyze customer and employee experiences within the processes
• Interview process owners and users
• Map existing target core processes
• Test and confirm as-is process map

Step 2:

Core Process Constraints Analysis

Since your core business processes are where you should focus your energy and master your skills, next eliminate the constraints that increase waste and limit potential cost savings, resources and profit.

• Analyze process maps and identify possible improvement areas
• Profile key process constraints and their triggers with owners and users
• Test target improvements with new approaches and quantify results
• Recap process problem cause/effect and identify new resource needs

Step 3:

Core Process Improvement Plan

Build an improvement plan and budget that prove the business case for change. Clearly state the improvements needed, the resources required and the potential benefits gained. Communicate and achieve team buy in.

• Recap process problem cause and analysis
• Identify new people, process and technology resources needed
• Map the potential improvement plan, timeline and budget
• Present the plan to budget for approval to pursue changes

step 1:

Non-core Process Mapping

Identify non-core processes and map the steps and roles needed to consistently deliver your products and services to customers.

• Identify, describe and set boundaries for non-core processes
• Analyze customer and employee experiences within the processes
• Interview process owners and users
• Map existing target non-core processes
• Test and confirm as-is process map

step 2:

Non-core Process Constraints Analysis

Non- core business processes lend to opportunities for outsourcing. Service providers that focus on these processes and business rules can often do the work better than you, more cost-effectively and with better technology.

• Analyze process maps and identify possible improvement areas
• Profile key process constraints and their triggers with owners and users
• Test target improvements with new approaches and quantify results
• Recap process problem cause/effect and identify new resource needs

Step 3:

Non-core Process Improvement Plan

Build an improvement plan and budget that prove the business case for change. Clearly state the improvements needed, the resources required and the potential benefits gained. Communicate and achieve team buy in.

• Recap process problem cause and analysis
• Identify new partners, process and technology resources needed
• Map the potential improvement plan, timeline and budget
• Present the plan to budget for approval to pursue changes

step 1:

Non-core Process Optimization Plan

You are ready to identify the target experience that will meet customer and employee needs while maximizing profit and satisfaction. Build an optimization plan and budget that will improve non-core operations.

• Create the target experience and map new process and triggers
• Test the new process with process owners and users
• Refine the map, possible partners, technology integration, measures
• Create the improvement plan timeline and budget to present to partners

step 2:

Non-core Partner Sourcing

Identify possible partners that can meet the business process needs identified in the improvement and optimization plans. Complete comprehensive analysis of their capabilities and select the best partner.

• Research potential vendors that specialize in needed services
• Complete vendor audit and references against the requirements needed
• Invite vendor to analyze processes and compare recommendations
• Select best vendors and scope project plan, budget and timeline

step 3:

Non-core Outsourcing Partnership Plan

Formulate a successful vendor partnership relationship with your team that meets your stated requirements. Set measures for success and a clear management structure to cultivate the partner as part of your team.

• Complete integrated process map with clear roles and business rules
• Set measures for success, reporting analysis and management structure
• Conduct kick-off meeting and introductions of roles with collective teams
• Set regular communication plan and dashboard metrics for services

step 1:

Core Process Optimization Plan

You are ready to identify the target experience that will meet customer and employee needs while maximizing profit and satisfaction. Build an optimization plan and budget that will improve core operations.

• Create the target experience and map new process and triggers
• Test the new process with process owners and users
• Refine the map, technology integration and process rules and measures
• Create and communicate the optimization plan timeline and budget

step 2:

Core Technology Sourcing

Identify possible technologies that can meet the business process needs identified in the improvement and optimization plans. Complete comprehensive analysis of their capabilities and select the best providers.

• Research potential technologies that provide needed capabilities
• Complete vendor audit and references against the requirements needed
• Invite vendor to analyze processes and compare recommendations
• Select best technology and scope project plan, budget and timeline

step 3:

Core Technology Strategic Plan

Formulate a successful technology vendor agreement with your team that meets your stated requirements. Set measures for success and a clear management structure to integrate the technology with your processes.

• Complete integrated process map with clear roles and business rules
• Set measures for success, reporting analysis and implementation plan
• Conduct kick-off meeting and introductions of roles with collective teams
• Set regular communication plan and dashboard metrics for integration