Step 4: Draft “As-Is” Processes and Make
Best-in-Class Comparison
Based on the data collected in Step 3, map the as-is process flows. If
best-in-class has been determined, compare client as-is processes to
industry benchmarks.
Step 5: Collect Feedback on “As-Is” Process Flows
Send process flows and documentation to participants with a list of
ideas that may have been culled from the research conducted on their
behalf. Participants provide feedback and relevant updates are based on
the feedback.
Step 6: Hold Workshops to Review Feedback
Meet with client participants to discuss “aha” moments and other
insights from the core team’s review of the as-is workflows; incorporate
other feedback from the participants. Missing elements or clarifications
should be collected and discussed.
Step 7: Hold a Business Process Improvement Workshop
Set up a workshop to develop ideas for process improvement and
develop preliminary “to-be” process flows. Outcomes of this workshop
typically include the following: