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 this 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.

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Get to Action

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 Implementation icon Guided Implementation

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

Module 1: Launch BPI

The Purpose

Launch the BPI project.

Key Benefits Achieved

Standard operating procedures for a BPI program.

Activities: Outputs:
1.1 Identify objectives for BPI.
  • Project Charter
1.2 Craft a problem statement.
  • Problem Statement
1.3 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

Activities: Outputs:
2.1 Identify stakeholders and elicit requirements and pain points.
  • Stakeholder pain points
2.2 Gather process requirements.
  • Process requirements
2.3 Map the current state using BPMN and swim lanes.
  • Current-state process map
2.4 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.

Activities: Outputs:
3.1 Create a root-cause formula.
  • Root-cause formula
3.2 Analyze the current-state process diagram.
3.3 Perform a qualitative analysis.
  • Qualitative analysis
3.4 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.

Activities: Outputs:
4.1 Identify potential solution ideas.
  • Potential solution options
4.2 Cluster and refine ideas to generate solution options.
4.3 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.

Activities: Outputs:
5.1 Create a future-state process diagram.
  • Future-state process diagram
5.2 Create a plan for implementing process changes.
  • Implementation plan
5.3 Define the roles and responsibilities for the new process.
  • Process RACI chart
5.4 Create a plan to continuously monitor the new process.
  • Process owner for SOP

Workshop Icon 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 road map in place to complete your project successfully.

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