BPI “To-Be” Process Model – Examples

These examples do not represent actual engagements, they do provide the practitioner with an illustration of “To-Be” process modelling techniques.

Example: New process design description

The following is an example of a To-Be process model of the sales process developed for based on the transportation industry. The client is fictitiously named TRUKIT.

Description:

• Process of developing a pre-sale strategy that will lead to a successful implementation of TRUKIT’s sales process and consummating a successful sale.

• Process Goal:
• Determine strategy to be used with prospect/client. Position TRUKIT as leading contender for prospect/client.

• Who:
• Customer Focus Team.

• Where:
• Anywhere, portable location, corporate headquarters, region, area, Customer Focus Team site

• When     (Trigger):
• Assignment of lead/account assigned    

• Measures:
• Buying     precall plan documented in Account Profile which reflects pre-sale     strategy.

Coherent strategy defined by Customer Focus Team in timely manner.

   

• Description:
• A prospect/client focused presentation that defines TRUKIT’s current capabilities and future strategies for satisfying a prospect/clients needs.

• Process Goal:
• Receive agreement from prospect/client to make to next step/generate interest.

• Who:
• Customer Focus Team, extended team (operations, HQ, RTE, etc.).

• Where:
• Anywhere, portable location, client facility, corporate headquarter, area, region,     Customer Focus Team site.

• When (Trigger):
• After contact is made.

• Measures:
• Prospect/customer’s buy-in to move forward.