The document provides an overview of business processes and business process modeling. It discusses that every business has business processes in key areas like sales, finance, compliance, marketing, and others. It then defines different types or levels of business processes from operational to management processes. The document also introduces common terminology used in business process modeling like process mapping, analysis, design, modeling, and simulation. It provides examples of using basic BPMN notation to map out process frameworks and detailed workflows. Finally, it discusses goals for business process work like documentation, improvement, and automation and techniques used like SIPOC, value stream mapping, and enhancing BPMN models.

1. BPM Resource Center.com
1

2. 2

3. Business Processes – Every Business Has Them
Sales Finance Compliance Marketing
• Quotes / Pricing • Invoice Admin • Know Your Customer • Advertising
• Underwriting • Procurement • Patriot Act • Events Management
• Contract Approval • Project/ Budget Approval • Sarbanes Oxley • Packaging & Pricing
• New Client Onboard • Expense Management • HIPAA • Communications
• Compensation • Charge backs • Basel II • Creative Development
• Meeting Planning • Budget Planning • GLBA
• RFP Admin • FISMA
Information Customer Service Product Dev and Operations
Technology Research
• Case Management • Inventory Management
• IT Request • Client Feedback • Requirements • Order Fulfillment
Management • Inquiry Management Gathering • Client Management
• Portfolio Management • Escalation • Product Specifications • Events Management
• App / System Support Management • Change Request Man • Facilities Management
• Incident & Bug Fix • SLA Management • Research • Award Distribution
• Change Control • Support Services • Lifecycle Management
• Access Control Renewals
Legal Human Resources Manufacturing
• Recruitment
• Contract Management • New Hire On-boarding • Resource Procurement
• Investigation • Compensation Plan & • Order Management
• New File / Case Admin • Change Request
Management • Benefits Administration • Trading Partner
• Regulatory Filing • Performance Management Management
• Legal Doc • Training & Career Dev • Defect / Recall Man
Management • Employee Status Change • Equipment / System
• Transfer / Relocation Repair
• Leave Management • Quality Assurance

4. Types (levels) of Business Processes

5. Types (levels) of Business Processes

6. Types (levels) of Business Processes

7. 7

8. Terminology
 Process Mapping (Process chart)
- Flow chart drawing of a process
 Process Analysis
- Techniques or methods to evaluate aspects of a process generally with the aim of
improving the process – such as capturing the time it takes to perform each step in a
process to determine overall time.
 Process Design
- Based on the analysis of a current process , Process Design is the definition of a new more
efficient process
 Process Modeling
- Flow chart drawing with data captured for each element and saved in a “model”.
- Enforcement of the notation or rules of the tool.
- Use of the data for analysis, simulation, automation
 Process Simulation
- A form of analysis using data as input to simulate how a process will behave based on
various conditions.
8

9. What is the Goal?
 Process Documentation/Understanding/Standardization
 Process Improvement/Re-engineering
 Process Automation/Optimization
9

10. What is the Goal?
 The Goal is Process
Documentation/Understanding/Standardization
 What?
 Process/Sub-Process relationships
 Detailed workflow
 Detailed policy and procedures
10

11. Big Picture “Process Framework”
Management Strategic Planning
Governance, Risk and Compliance
Processes
Product Development
Core Lead to Order
Processes Customer Relationship Management
Service Delivery
Accounting
Supporting Legal/Contracting
HR
Processes IT
Facilities
11

12. High Level Process Relationships
A Process Landscape – Process Map
12

13. The Basics of BPMN (Business Process Model
Notation)
P Lane
o
 Swim lanes and Pools o
Lane
l Lane
 Activities
 Events
 Gateways
 Annotations Text
13

14. BPMN Map
A Process Landscape Model – Using the basics of the BPMN Notation
14

15. BPMN Map
Workflow Model – Using the basics of the BPMN Notation
15

16. 16

17. Map your own companies process framework –
you can use Power Point or Visio or any other
drawing tool.
Follow the narrative guide and map a detailed
flow chart for Travel Authorizations using a BPMN
compliant modeling tool.
17

18. 18

19. What is the Goal?
 Process Improvement
 What problems are we trying to solve?
 Reduce the time the process takes/eliminate waste
 Reduce/eliminate mistakes (defects) being made
 Reduce/eliminate bottlenecks/waiting
 Reduce/eliminate “over processing”
 Improve visibility/accountability
 ???
19

20. SIPOC Diagram
 Who are the Suppliers, what are the Inputs, what is Processed, what are
the Outputs, who is the Customer? What is critical to customer quality
– can we measure it, is it practical and achievable?
Supplier Inputs Major Process Outputs Customer
Steps (Critical to
Quality)
Traveler Request form - Submit request form Authorization or Traveler
dates, projected for authorization Rejection
costs and other (Simplify requests to
travel requirements Authorization or ensure Traveler
(car, hotel) and Rejection receives
purpose of travel authorization or
rejection within 4
Authorization Travel Booking hours for urgent
Supervisors/ Response requests,
Approvers 1 business day for all
others)
Budget Check
Finance Department
Risk Department Travel Risks
Support Staff
20

21. Value Stream Mapping
 Where can we eliminate time/waste in the process?
 Over production (too many approvals, duplicate steps)
 Unnecessary transport
 Defects (mistakes/rework)
 Waiting time VS working time – (value add vs non-value
add)
21

22. Value Stream Map
Opportunity Opportunity
for Improvement for Improvement
VA – Value Add Time
NVA – Non-Value Add Time
22

23. BPMN/Value Stream Map
16 hour waiting (NV)
1 hour working (VA)
1 hour 1 hour
1 hour waiting 1 hour waiting 8 hour waiting
1 hour working 1 hour working 1 hour working
23

24. 24

25.  Follow the guide and add value stream information to
your BPMN travel authorization model.
25

26. 26

27. Goal?
 Process Automation
What are we automating and how?
 Eliminate paper
 Convert paper to e-forms
 Eliminate activities people perform ?
 Automate decisions using rules engines
 Automate customer service thru self service systems
 Automate movement of data between systems?
 Eliminate data rekeying
27

28. BPMN – More Elements
 Task Types
 User VS Manual
 Service
 Call Activity
 Transactions
 Sub-Processes
28

29. BPMN – More Elements
 Event Types
 Message Flow
 Gateway Types
29

30. 30

31.  Follow the guide and rework the model and
automation attributes to your BPMN travel
authorization process.
31