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Create a Winning BPI Playbook

Don’t waste your time focusing on the “as is.” Focus on the improvements and the “to be.”

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Your Challenge

  • Companies understand the importance of business process improvement (BPI) and recognize the touted benefits: cost savings, waste elimination, and process efficiency.
  • With that said, 70% of companies that embark on process improvement initiatives fail.
  • The high probability of failure is attributed to a number of factors, including lack of continuous improvement and failing to define measurable outcomes.

Our Advice

Critical Insight

  • Adopt a forward-facing outlook. Don’t focus solely on the current state, set improvement targets upfront to drive the initiative.
  • Break problems down into root-cause variables. Don’t look at the symptom, dive deeper and alleviate the root cause.
  • Empower business analysts. Create a practical process improvement methodology that your analysts can follow.

Impact and Result

  • Kick off process improvement by identifying the goals and defining the improvement targets.
  • Start by referring to the operating model and identifying level 1, 2, and 3 processes. Once the team understands the relationship between processes, they can begin to map a level 3 process using a standard mapping notation.
  • Use qualitative and quantitative techniques for analyzing the root cause rather than the symptoms.
  • Ensure the design is aligned with the initial improvement targets. Focus on value-added activities.
  • Consistently monitor the process and assess the root-cause variables to gauge the success of the process improvements.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should develop standard operating procedures for BPI, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Launch the BPI project

Define quantitative improvement targets and establish a root-cause formula that identifies process variables.

2. Discover the process

Complete an operating model that provides a holistic view of the organization’s core processes.

3. Analyze root-cause variables

Complete quantitative and qualitative analysis and review process conclusions.

4. Design solutions

Design a future-state process.

5. Implement the process

Complete the future-state process map and implementation plan, and build a plan for monitoring the changes.

Guided Implementations

This guided implementation is an eleven call advisory process.

Guided Implementation #1 - Launch the BPI project

Call #1 - Identify the problem, vision, and improvement targets.
Call #2 - Assemble the project team.

Guided Implementation #2 - Discover the process

Call #1 - Gather and analyze process documentation.
Call #2 - Create a high-level process map and discuss pains, gains, and opportunities.
Call #3 - Convert the high-level process map into a process diagram.

Guided Implementation #3 - Analyze root-cause variables

Call #1 - Conduct and discuss qualitative analysis.
Call #2 - Conduct and discuss quantitative analysis.

Guided Implementation #4 - Design solutions

Call #1 - Explore solution techniques.
Call #2 - Create the ideal future state.

Guided Implementation #5 - Implement the process

Call #1 - Create an implementation plan.
Call #2 - Monitor and continuously improve the process.

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Launch BPI

The Purpose

Launch the BPI project.

Key Benefits Achieved

Standard operating procedures for a BPI program.




Identify objectives for BPI.

  • Project Charter

Craft a problem statement.

  • Problem Statement

Identify the improvement target and define root-cause variables.

Module 2: Discover

The Purpose

Discover the process pain points and current state.

Key Benefits Achieved

  • Organization operating model
  • Current-state process map




Identify stakeholders and elicit requirements and pain points.

  • Stakeholder pain points

Gather process requirements.

  • Process requirements

Map the current state using BPMN and swim lanes.

  • Current-state process map

Identify the process pains, gains, and sustains.

Module 3: Analyze

The Purpose

Analyze the process.

Key Benefits Achieved

Identification of the root-cause formula and process inefficiencies.




Create a root-cause formula.

  • Root-cause formula

Analyze the current-state process diagram.


Perform a qualitative analysis.

  • Qualitative analysis

Create a data collection plan for a quantitative analysis.

  • Quantitative analysis data collection plan

Module 4: Design

The Purpose

Design the future state for the process.

Key Benefits Achieved

Solution options for the future state of the process.




Identify potential solution ideas.

  • Potential solution options

Cluster and refine ideas to generate solution options.


Identify the value-added steps in the process.

Module 5: Implement

The Purpose

Implement the improvements to the process.

Key Benefits Achieved

  • Improved process with a set of standard operating procedures.




Create a future-state process diagram.

  • Future-state process diagram

Create a plan for implementing process changes.

  • Implementation plan

Define the roles and responsibilities for the new process.

  • Process RACI chart

Create a plan to continuously monitor the new process.

  • Process owner for SOP