Quality Control and Management

Modeling Workflows for Process Improvements and Change

1. Introduction
   1. Definition
   2. Why Workflow Analysis is Here to Stay
   3. Comparison to Previous Assessments
   
   
2. Origin of the Process of Workflow Management
   1. The Past is a Great Teacher
   2. The Analyst Becomes a Specialist
   3. History Mandated the Earlier Changes
   4. Post-Re-engineering
   5. Kaizen/BPR/System Applications
   6. Were Getting Close
   
   
3. Laying the Foundation to Begin
   1. Process Flows and Structures
   2. Framework and Applications
   3. Putting the Processes into a Structure for Results
   4. The Architecture of the Structure
      1. Presentation
      2. Logic
      3. Management
   5. Models as a Whole
   6. Typical Modeling Techniques
      1. Process Identification
      2. Create the Process Workflow
      3. Review Against Benchmark Applications
      4. Critical Assessment to Process Tools
      5. Data Gathering and Management
      6. Overlay to Corporate Objectives and Goals
   7. The Process of Studying Workflows
      1. Assess the Range of the Project
      2. Understand the "as-is" Model Employed
      3. Design the "to-be" Process
      4. Beta Test the Flow
   
   
4. Breaking Down the Barriers
   1. Defining Processes
   2. How Should We Define a Process?
   3. Business Process vs. Functional
   4. Process Characteristics
      1. Value
      2. No-Value
      3. Time
      4. Skill Employed
      5. Task
      6. Measurable
      7. Automation
      8. Levels
   5. Watch for Hidden Processes
   6. Making Our Definition Work Now
   
   
5. Identifying the Process Boundaries
   1. Business Process and Project Scope
   2. Creating the Process Range
   3. Review the Process Map
   4. Identifying Your Processes
      1. Where to Start
      2. Where to End
   5. Choosing Your Process
      1. Methods to Employ
   
   
6. Making the Initial Review and Assessment
   1. Your Call or Others?
   2. Defining the Metrics
   3. Charts Employed in the Review
   4. Stakeholders Assessment
      1. CEO
      2. Manager
      3. Office
      4. BackOffice
      5. Rank and File
   5. The Workflow Design
      1. The Human Side
      2. Information Technology
   
   
7. The Workplace Environment
   1. Current state of Affairs
   2. Mission and Goals
   3. Culture of the Organization
   4. Organization Core Competencies
   5. Questionnaire Checklist
   
   
8. Workflow Modeling
   1. The Swimlane Model
      1. Upside
      2. Downside
   2. Case Example
   3. Defining the Essential Elements
   4. Details of the Models
      1. People
      2. Places
      3. Events
      4. Branching
      5. Outcome
   5. Levels of the Workflow Diagram
   
   
9. Putting the Pieces Together
   1. Marrying the 'as-is' with the 'should-be'
   2. Variations
   3. Modifications
      1. Outs
      2. Inclusion
      3. Cost Dynamics
   4. Data Modeling
   5. Concepts
   6. Examples
   7. Levels of Detail
   8. Components
      1. Entities
      2. Attributes
      3. Relationships
   9. Beginning Your Model
      1. Definitions and Terms
      2. The Conceptual Model
      3. Reverse Engineering
      4. Conceptual to Logical
   
   
10. Case Examples
    
    
11. Conclusion