BPI “To-Be” Process Model – Examples
Blog: Biz-Performance, David Brown
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:
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Process of developing a pre-sale strategy that will lead to a successful implementation of TRUKIT’s sales process and consummating a successful sale.
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Process Goal:
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Determine strategy to be used with prospect/client. Position TRUKIT as leading contender for prospect/client.
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Who:
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Customer Focus Team.
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Where:
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Anywhere, portable location, corporate headquarters, region, area, Customer Focus Team site
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When (Trigger):
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Assignment of lead/account assigned
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Measures:
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Buying precall plan documented in Account Profile which reflects pre-sale strategy.
Coherent strategy defined by Customer Focus Team in timely manner.
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Description:
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A prospect/client focused presentation that defines TRUKIT’s current capabilities and future strategies for satisfying a prospect/clients needs.
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Process Goal:
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Receive agreement from prospect/client to make to next step/generate interest.
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Who:
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Customer Focus Team, extended team (operations, HQ, RTE, etc.).
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Where:
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Anywhere, portable location, client facility, corporate headquarter, area, region, Customer Focus Team site.
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When (Trigger):
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After contact is made.
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Measures:
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Prospect/customer’s buy-in to move forward.
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