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 Duration 7 hours

Course Outline

Introduction

• Digitization versus Process Redesign: The limitations of replicating legacy paper workflows in digital formats

Current State Process Analysis

• Mapping operational workflows from the end-user perspective
• Quantifying cycle time, workflow steps, and attrition points

Eliminating Process Inefficiencies

• Identifying and removing redundant steps, documentation, and signature requirements
• Streamlining approvals and inter-departmental handoffs
• Distinguishing mandatory regulatory mandates from legacy internal practices

Target State Process Design

• Core principles for establishing streamlined digital workflows
• Collaborative design integration with business units, IT, risk management, and compliance
• Coordination with Business Analysis and User Experience teams

Implementation and Delivery Strategy

• Translating the optimized workflow into an actionable development backlog
• Adopting an incremental release strategy in place of single-event launches
• Key Performance Indicators: cycle time reduction, completion rates, and digital adoption metrics

Case Study

• Optimization of a financial institution’s loan, credit card, and insurance application workflows, reducing processing time from over 30 minutes to a five-minute, single-signature process

Applied Practice

• Practical workshop: Redesigning a specific operational process from the participant’s organization

Summary and Recommendations

• Synthesis of key learnings and subsequent action items

Requirements

Prerequisites

• No prior proficiency in process modeling notation is required.
• Practical experience with business processes in a professional capacity.

Intended Audience

• Product Owners and Product Managers
• Business Analysts and Process Owners
• Operations and Back-Office Managers
• Teams modernizing services in banking, insurance, utilities, and public administration for government

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