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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.
BPI To Be Process Models Design - High Level Phase.png

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.


  • 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.

Capability Presentation.PNG

  • 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.

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