PROCESS MAPPING & DOCUMENTATION ROAD MAP (Timing (Team's…
All Teams: Apr 2019
Distribution: 2018 Nov
Content: 2018 Dec
Customer Service: 2019 Jan
Finance: 2019 Feb
Tech: 2019 Mar
Distribution: 2018 Dec
Content: 2019 Jan
Customer Service: 2019 Feb
Finance: 2019 Mar
Tech: 2019 Apr
Team's Training: May 2019
Distribution: 2019 Jan
Content: 2019 Feb
Customer Service: 2019 Mar
Finance: 2019 Apr
Tech: 2019 May
Customers documentation: April 2019
Xplore: 2019 May
Customer's Training: TBD
required steps to create processes and documentations
Process discovery & definition (product manager)
Product manager decides the next process
Pick the most important undocumented process
Define, discuss and write the steps to complete the process.
Determine its purpose (why and how the process will benefit the organization) and provide a brief description of the process.
Product manger sign off
Create process maps (BPMN 2.0)
Create & share the BPMN 2.0 diagrams based on the written steps
Product manger sign off
Write process documentation
links to other applications (optional)
BPMN 2.0 diagrams
previous incidents (optional)
define a template for change request or new request
Write the Process documentation
Step 1: Name the Process
Step 2: Define the Process Scope
Provide a brief description of what is included in the process and what is out of the process scope, or what is not included in it.
Step 3: Explain the Process Boundaries
Where does the process begin and end? What causes it to start? And how do you know when it’s done?
Step 4: Identify the Process Outputs
Establish what will be produced by the process or what result the process will achieve once it is completed.
Step 5: Identify the Process Inputs
List down what resources are necessary to carry out each of the process steps.
Step 6: Describe who is Involved (personas, roles)
Decide each individual who will be responsible for the process tasks. Define their roles. Keep in mind to mention their job title rather than their name.
Step 7: Add Control Points and Measurements
Identify where risks could occur in the process and add control points to help the process owner when monitoring the process. Establish measurements to determine the effectiveness of the process and to help improve it.
Write step by step tutorials
It is mostly for non-tech audience
Write topical guides
Detailed description of concepts
Write low level references
tech concepts in the platform
Monitor, maintain and improve
Check the performance and improve when necessary
Update the process and docs when new change request is confirmed
8.Train the related team
Train the team leaders as process owners
Train the employees as process maintainers
Improve employee engagement
Increase organizational Intelligence
[hopefully] Develop Intellectual Capital