Tips on understanding business processes

Photo by Campaign Creators on Unsplash

Before you start talking to your client, seek to have the following defined:

When you finally engage your client:

#1. Get buy-in

#2. Ask for Policies/ SOPs/ Sample documents

#3. Send over the list of questions before meeting

#4. Identify the key person involved in the operations (e.g. front-line employees)

#5. Do a end-to-end one sample observation

#6. Manage expectations

Putting it altogether

Swimlane approach

Photo on Swimlane Diagram by Gliffy
  1. Various parties involved in the process, and
  2. Actions taken at each point (oval = start/end, diamond = decision, rectangle = action)

5W1H approach

Photo on 5W1H in Practice by DigitalMarketing




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