As Is & To Be

As Is & To Be

1. As Is

   • What is it?
     • the AS IS process map shows the current situation and the reality of the organizational processes, with their mistakes and successes.
     • ¿How to Diagram a Process Map AS IS?
       • It is necessary to get involved with the users, the people people who carry out the process every day and know the step by step, the tools they need, the departments the departments that are involved.
       • Objective
         • To raise the reality in order to identify the points of improvement
         • Key Points
           • Flow: step by step activities.
           • Decision points: In some activities, it is necessary to make decisions based on a decisions based on criteria and there are bifurcations in the flow. flow. These decision points can also result in control points.
           • Time: duration of the tasks and the time between them.
           • Interdependence: some activities are dependent have dependence, until one activity is finished the other does not start.
           • Variability: lack of standardization.
           • Responsibles: each activity must have a clearly defined a clearly defined person in charge

2. To Be

   • What is it?
     • Define the future situation. Whether of the organization, a department or a sub-process, the To-Be department or a sub-process, the To-Be diagram portrays the improved state of the the improved state of the process, where you want to get to.
     • How to Diagram a Process Map To Be?
       • It is stipulating where you want to get to at the end of the evolution of the process. process. The map must be aligned with the organization's strategic planning, in order for the the organization's strategic planning, so that the objectives are achieved. The analysis should involve people who understand the As-Is process and have the ability to question the situation. As-Is process and have the ability to question the current situation.
       • Objective
         • Define the future of the process situation and where you want to go. to get to. It is also where we document what the mapping is defined with the help of tools that add value to the process, such as BPM technologies.

3. General Objectives

   • Improve current processes / Decrease costs / Desire to automate / Increase customer satisfaction / Improve to automate / Increase customer satisfaction / Improve customer experience / Meet new standards customer experience / Comply with new standards / Adapt processes due to an abrupt change in Adapt processes due to an abrupt change in the organization / Increase productivity. Increase productivity.
     • Objective Mapping
       • Make decision making more efficient / Standardize the process, increase productivity productivity, improve the quality of product and/or service product and/or service delivery and achieve higher customer satisfaction
         • Como realizar el Mapeo
           • 1. Define the key users and/or process owner: Key users are users who have the most knowledge about the rules of a business process. users who have the most knowledge about the rules of a business process. They are the ones who perform the process on a daily basis. It is necessary to identify these professionals to collect information.
           • 2. Identify and map processes (AS IS process mapping): at this stage, the current process is modeled without modeled without attempting to identify improvements that can or should be applied. Interviews or meetings occur with key users
           • 3. Redesign processes (TO BE process modeling): solutions to the problems are defined, i.e., possible improvements are possible improvements to be applied to the process are evaluated. It is also here that we define a new version of the modeling, the TO BE - new process manager, scope, objective, activities, rules and roles. roles
           • 4. Consensus with the client: This is the stage in which the client ratifies the modeled process, the rules raised and the suggested improvements. and the suggested improvements. It is necessary to ensure the execution of all possible paths and to involve the participants of each task. involving the participants of each task. This ensures the correct progress of the process and the integrity of the data. data integrity.
           • 5. Effectiveness analysis To evaluate the effectiveness of the process mapping, it is possible to apply satisfaction surveys and use indicators, being efficiency satisfaction surveys and use indicators of efficiency (measuring productivity in relation to outputs generated), efficacy (measuring quality in relation to total outputs) and effectiveness (measuring quality in relation to total outputs). outputs generated), efficacy (measuring quality in relation to total outputs) and effectiveness (measuring impact). (measurement of impact)