As-Is – To-Be

As-Is Business Processes

The following steps can be executed to define the current (as-is) business process in preparation for defining the to-be business process. These business processes help define the business requirements for the project. 

Identify business goals
  • Define the goals to be achieved by the business. The project charter should help outline the project’s goals.
  • Define measures: Document how the business objectives are measured.
  • Structure business goals: Identify relationships among goals; Create a hierarchy of business goals.
Identify business processes
  • Determine which processes affect the business goals: Which processes help the business achieve the goals?
  • Document the steps in each process: Briefly detail the flow of each process, Create process flow diagrams for each process.
  • Document business rules: Identify the business rules that apply to each step in the current system; Document in the flow diagram or in project notes.
  • Identify process relationships: Determine which processes affect others; Document dependencies
Identify business users (actors)
  • Determine which users execute the processes.
  • Determine who actually performs the work described in the process diagrams.  The Actor list will be included in the Business Requirements Document.
Capture business terms
  • Capture business terms: Include all terms; don’t overlook or omit seemingly obvious ones.
  • Reach agreement on definitions: Develop a common definition for each term; Some terms may have multiple definitions.
  • Document business terms in the Glossary section of the Business Requirements Document.
Refine the results
  • Review & update process diagrams: This should be an iterative process of review and refinement until each process diagram accurately reflects the as-is system.
  • Review & update Glossary section of the Business Requirements Document; Add or revise terms & definitions as needed.

 

To-Be Business Processes

The following guidelines describe steps to be executed to define the new business process in preparation for defining the business requirements for the project.

Review as-is process flows
  • Review the as-is process flow diagrams.
  • Ensure that stakeholders understand the current processes.
Identify business processes that will change Determine which processes will change:
  • Which processes will this project change?
  • Try to think beyond how you think the system will change.

Identify process relationships:

  • Determine which processes affect others.
  • Determine which processes will require change as a result of each proposed change.
  • Document dependencies.

Document business rules:

  • Map the as-is business rules to the proposed to-be processes.
  • Identify required changes.
  • The project may change some rules without directly modifying the related process.
  • Explore automation opportunities and Document in process flow diagrams or project notes.
Create proposed to-be process flows Develop the proposed to-be business process flow diagrams: Document how you think the business processes and rules should look when the project is complete.
Capture business terms Capture business terms: Include all terms; don’t overlook or omit seemingly obvious ones.Reach agreement on definitions:
  • Develop a common definition for each term
  • Some terms may have multiple definitions.

Document business terms in the Business Requirements Document.

Refine the results Review & update process diagrams: This should be an iterative process of review and refinement until each process diagram accurately reflects the proposed future state.Review & update Glossary section of the Business Requirements Document: Add or revise terms & definitions as needed.
Last modified on Friday, 10 March 2017 03:52
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