ASPE Technology Training Information: Business Process Analysis and Design

COURSE 2350 | 2-DAY SESSION
Business Process Analysis and Design

Course Outline

I. Building the Enterprise Model
Chapter objectives are: 1) Apply the knowledge and skills to create a value chain model; 2) Gain the knowledge of steps and approach to conduct a high level assessment of the business

Overview of business strategy
Identify and document the value chain processes
Assess the business opportunities, threats, weaknesses and opportunities

II. Create high level business process model
Chapter objectives are for the participants to: 1) Apply techniques to decompose a mega process; 2) Identify and describe business events; 3) Describe key major process properties; 4) Align major processes to strategy

Decompose the value chain mega processes and create a major process model
Document major process properties
Identify and document business events
Describe major process technology and organizational enablers
Align major processes to Critical Success Factors

Group Activity: Create a major process model
The participants are asked to examine additional details on a number of value chain processes and from the information gathered the participants will be asked to produce the following work products:

Decomposition of a value chain process into major processes
Document process transformation and key properties
Map major processes to the organization and technology enablers
Documentation of business events
Definition of major process criticality

III. Analysis of major process performance
Gain knowledge and skills to complete the following: 1) Apply the approach and framework for analysis of process performance; 2) Align process performance measures and targets to business strategy; 3) Assess major process performance

Align major process performance measures and performance targets to Critical Success Factors
Identify and rank performance gaps
Identify and classify root causes of performance gaps
Select value opportunities and value drivers

Group Activity: Conduct analysis of the performance of a major process
Participants will receive information on the strategy of the business and a description of the existing operating condition to create the following deliverables:

Determination of process criticality
Selection of critical major processes for analysis
Selection of critical performance measures and performance targets
Documentation of performance gaps
Identification of value opportunities and value drivers

IV. Create current state logical process model
The learning objectives are for the participants to: 1) Partition major process model into sub processes and elementary processes; 2) Create logical or essential process model; 3) Complete specification of all layers in process model; 4) Apply an overall iterative approach for expanding and refining the process model

Decompose major process into sub-processes
Break process transformation into: process logic and enablers
Expand definition of business events and their properties
Define properties of elementary process and discrete events
Describe overall, iterative development approach

Group Activity: Create current state logical process model
Information will be distributed on the details of a major process transformation and the participants will be asked to decompose the given process into sub processes and elementary processes. The participant s assignment is to produce the following work products:

Process decomposition of the selected major process into sub and elementary processes
Description of processing logic
Identification of the events triggering the sub processes
Documentation of elementary process logic and properties

V. Create model of current state implementation of a business process
Key objectives of this chapter are: 1) Gain the knowledge and skills to create a model describing the current state implementation; 2) Apply the techniques and approach to build a workflow model; 3) Apply the approach and techniques to define roles and tasks; 4) Integrate the development of both logical and physical process models

Introduce the concepts and application of a workflow model
Describe key steps and approach to build a workflow model
Introduce different diagrams and diagramming conventions
Describe approach to develop and integrate process and workflow models
Describe current state implementation and document activities and roles
Integrate logical and physical process model views

Group Activity: Model current state implementation of selected sub process
Participants will receive information on the current state implementation of the selected business process to create work flow models at different levels of details. Participants will also be asked to integrate both logical and physical process models. The required work products are:

Work flow models
Documentation of tasks and roles
Updates to the process model built in the previous exercise

VI. Conduct in-depth analysis of performance
The objectives are for the participants to accomplish the following: 1) Learn the approach and steps for conducting a detailed analysis of the current state performance; 2) Acquire the knowledge and skills to identify root causes from the information provided by the different models; 3) Gain knowledge of the approach and basis of approach and steps for determination of the breadth and depth of the modeling and analysis

Select sub process performance measures and performance targets
Align sub process measures and targets to major process and the support of the business
Apply different models to establish root causes of performance deviations
Gather and analyze performance data
Conduct detailed analysis of performance at elementary process and physical activity levels

Group Activity: Analysis of sub process performance
This group exercise builds on the analysis of results at the major process level and the additional modeling to finalize the identification of problems and root causes. The exercise asks for completion of the following work products:

Selection of performance measures and performance targets
Gathering of elementary process and activity performance data
List of problems
Use of different models for conducting the analysis of performance
Identification of root causes

VII. Design the future state
Learning objectives are: 1) Gain knowledge of steps in creating value proposition; 2) Apply the skills to create a future state process model; 3) Acquire the skills to design the implementation of the future state process model; 4) Gain knowledge of techniques for documenting the solution

Select value opportunities and create a value proposition
Create and document the future business process model
Complete the event/response matrix
Describe the decisions involved in design of future state
Create functional specifications

Group Activity: Future State design
The exercise requires the participants to analyze the previous root causes analysis to select value opportunities and create a value proposition, In addition, they participants will be asked to create a future state process design. The exercise deliverables are:

Selection of value opportunities
Design of future state process model
Design of elementary process implementation
Design of future state roles
Documentation of functional requirements

ASPE has been reviewed and approved as a CPE training provider for the National Assoication of State Boards of Accountancy (NASBA). 12 CPEs are awarded upon full completion of Business Process Analysis and Design.