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10 Steps for Effective Business Process Review

10 steps to business process review by ISM

10 Steps for Effective Business Process Review

Processes are those natural business activities that produce value, serve customers and generate income.  All organizations have business processes.

What follows is ISM’s 10-step methodology for reviewing and enhancing business processes. These steps will help ensure process excellence as part of a customer strategy implementation.  Possible customer strategies may include but are not limited to: Digital Transformation, Customer Relationship Management (CRM), Digital Customer Communities, Customer Engagement, Data & Analytics, & Emerging Technologies.

Step 1: Meet with the Business Process Participants to Plan an Initial Schedule    

Select the business process review team from among stakeholders throughout the organization. Meet to determine overall strategy and direction for the project and agree upon a tentative timeline for completion of the 10-step review.

Step 2: Research Relevant Industry Best Practices    

Identify relevant industry best practices. Include process flow documents where feasible. ISM can help with this task.

Step 3: Determine Current-State Business Processes    

Set up interviews with process subject-matter experts (SMEs) to determine “as-is” processes for sales, marketing and customer service. During this step, also note any potential quick wins or other ideas that could impact ‘to-be’ process results.

Step 4: Document ‘As-Is’ Processes and Make Best-in-Class Comparisons

Based on the data collected in Step 3, map the ‘as-is’ process flows.  If ‘best-in-class’ has been determined, compare ‘as-is’ process flows to industry benchmarks.

Step 5: Collect Feedback on ‘As-Is’ Process Flows    

Send process flows and documentation to process SMEs with a list of ideas that have been culled from the research conducted in Step 2.  Request that customer-facing personnel also review this material and provide feedback regarding needed enhancements.

Step 6: Hold Workshop(s) to Review Feedback    

Meet with customer-facing personnel to discuss ‘ah-ha’ insights gathered from the review of ‘as-is’ processes.  Collect and discuss missing process steps; clarify existing steps.

Step 7: Hold a Business Process Improvement Workshop    

Set up a workshop with key stakeholders to review ‘as-is’ process flows and to develop preliminary ‘to-be’ processes.

Step 8: Draft ‘To-Be’ Process Flows

Based on the output of the workshop in Step 7, assign process SMEs to develop Level 1 and Level 2 ‘to-be’ process flows.

  • Level 1 represents highest-level process steps and notes additional sub-processes that may be required.
  • Level 2 process flows provide sub-process details for each key activity/step in Level 1.
  • Leverage best-in-class industry practices wherever possible.

Step 9: Hold a Business Process ‘To-Be’ Workshop    

Set up a workshop to review and enhance ‘to-be’ process flows.  The workshop output is an agreed-on set of ‘to-be’ process flows and a list of key actions needed to complete documentation.

Step 10: Finalize Process Recommendations

Present ‘to-be’ processes back to customer-facing personnel as well as process SMEs for final approval.  Next, prioritize these new processes for incorporation into the customer strategy initiative based on urgency, potential impact and available resources.

And finally, create an action plan to operationalize prioritized ‘to-be’ processes.

One additional point: I am all in favor of inviting customers to participate throughout this process review. Most business processes ultimately impact customers in some way, and it is a good practice to include customer feedback wherever the organization’s comfort level permits.

Contact ISM to Help Implement Your Business Process Review

For more than 3 decades, we have done business process reviews for organizations.  We specialize in mapping end-to-end enterprise processes as well as specific business processes in the areas of sales, marketing, and customer service. Contact or (301) 656-8448.

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Barton Goldenberg is the founder and president of ISM, customer-centric strategists/implementers serving best-in-class organizations globally.  Barton brings more than three decades of real-world expertise in helping companies gather, organize and leverage customer data. He was one of the first three inductees into the CRM Hall of Fame and has led the way in helping companies adapt to the digital revolution and transform customers into advocates. His clients include Chase Bank, ExxonMobil, Jaguar Land Rover, Johnson Controls, Kraft Heinz, Marriott, Nike, Schlumberger, T. Rowe Price, U.S. Department of Defense, Zumba Fitness and others.

ISM ( focuses on the following areas Data & Analytics, digital The Definitive Guide to Social CRM Booktransformation, CRM, social media communities, customer, customer engagement,  and emerging technologies.

Recognized as a leading “customer-focused” author, his latest book, The Definitive Guide to Social CRM, is hailed as the roadmap for Social CRM success.  He is a long-term columnist for CRM Magazine and speaker for CRMevolution and is frequently quoted in the media.

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