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What Business Process Modeling Is and Why Organizations Use It to Optimize Workflows
System Analysis and Design · Chapter 3: Agile Methods and Rapid DevelopmentSection 3.8 · lesson 22 of 698 min · free with a free account
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Next lesson: BPMN in Practice: Symbols, Swimlanes, Gateways, and Event Notation for Mapping Processes →← Rapid Application Development: Definitions, Toolkits, and FrameworksNext lesson: BPMN in Practice: Symbols, Swimlanes, Gateways, and Event Notation for Mapping Processes →
In this lesson
Seeing a process whole - as it is, as it should be, and how it keeps improving.
- Define business process modeling and why organizations use it
- Distinguish as-is from to-be modeling
- Compare reengineering with continuous improvement
- Describe the BPM lifecycle, and the main notation families
Transcript
Everything said in the video, section by section (1,049 words). Read along, or search it.
Agile Methods and Rapid Development
Business Process Modeling
Before a system can support a business process, someone has to understand that process. And processes are notoriously hard to understand from a description. This section introduces business process modeling, the practice of making a process visible. We will separate as-is models from to-be models, and compare two very different paths to change. Then we will walk through the lifecycle organizations use to keep improving, and the main families of notation.
What It Is
A Process You Can See at a Glance
Business process modeling represents a business process visually. It shows the activities, and the order they happen in. It shows the decisions that branch the flow. It shows the inputs and outputs. And it shows the people or systems responsible for each step. Instead of describing a process in a long paragraph, a model lays it out. So the whole flow, and every handoff within it, can be seen at a glance. Handoffs are worth watching especially closely. They are where work tends to wait, or get lost.
Why Organizations Model
5 Practical Reasons
Organizations build process models for several practical reasons. To understand how work actually happens today. To spot where time, or quality, is being lost. To give stakeholders a shared picture they can discuss, instead of arguing from memory. To train new staff on how a process works. And to provide a precise foundation that a later systems design can build on. A model that everyone has reviewed and agreed to also reduces a specific risk. The risk that a new system automates the wrong version of a process. Or worse, automates a workaround that was never meant to be permanent.
2 Kinds of Model
As-Is vs. To-Be
Every modeling effort produces one or both of two kinds of model. An as-is model captures the process exactly as it happens today. That includes the workarounds, delays, and manual steps that have crept in over time. Its purpose is to document reality, inefficiencies and all, so problems can be found. It is built early, during process discovery, and its output is a baseline diagram for identifying bottlenecks. A to-be model captures the process as the organization wants it to work, after a planned improvement or new system. It is built after the as-is model has been analyzed, and the problem areas identified. Its output is a target diagram, used to guide implementation, and to measure success.
A Common Mistake
Skipping the As-Is Model
A common mistake is to skip the as-is model, and jump straight to a to-be design. It feels efficient. Why document a process you are about to replace? But without a documented baseline, the team can end up redesigning its own assumptions about the process. Not the process that is actually running. And that means real problems can survive the redesign, untouched. The as-is model is how you make sure you are fixing the process that exists, not the one people imagine.
2 Paths to Change
Reengineering vs. Continuous Improvement
Once a process has been modeled and analyzed, there are two broad paths for acting on it. Business process reengineering, or B P R, rethinks the process from the ground up. It often discards the existing steps entirely, in favor of a new design. Continuous improvement keeps the process largely in place, and makes small, ongoing adjustments over time. Reengineering is typically triggered by a process that is fundamentally broken. Or by a major shift, such as new technology, or a merger. Continuous improvement suits a process that works reasonably well, but has room for gradual optimization. Reengineering's results appear after a large, concentrated effort. Continuous improvement's results build up gradually. Reengineering carries higher risk. A large redesign can fail to deliver the expected gains. Continuous improvement carries lower risk, because each change is small enough to adjust, or reverse. And reengineering needs a substantial, concentrated investment, while continuous improvement needs modest, ongoing investment.
Figure 3.8
The BPM Lifecycle
Process modeling is not a one-time exercise. It is one stage in a repeating cycle, called the B P M lifecycle. The cycle moves through six stages. First, identification, deciding which process needs attention. Then discovery, documenting the process as it currently runs. Then analysis, finding its problems. Then redesign, producing the to-be model. Then implementation, putting the redesigned process in place. And then monitoring the result. Monitoring feeds straight back into identification. That loop is why it is called a lifecycle, rather than a project with an end point. Even a successfully redesigned process can drift out of alignment as conditions change. And that starts the cycle again.
Notation
4 Families of Modeling Notation
A model needs a consistent notation, a shared set of symbols and rules. That way, anyone reading it interprets the diagram the way its author intended. Four notation families are common. Basic flowcharts suit simple, linear processes with a few decision points. They are widely understood, but become limited when many roles, or complex branching, are involved. Data flow diagrams suit processes where the movement and transformation of data matters more than the sequence. They show what data moves where, but say less about timing, or the order of work. U M L activity diagrams suit processes that will feed directly into software design. They share conventions with the other U M L diagrams used later in design, keeping the vocabulary consistent. And B P M N, business process model and notation, suits detailed, cross-functional processes with many participants and events. It is the most widely used business process standard. Its symbols and rules are covered next.
Key Terms
The Vocabulary of This Section
Let's lock in the key terms. Business process modeling represents a process visually, so it can be understood, analyzed, and improved. An as-is model shows the process as it runs today. A to-be model shows it as it should run after improvement. Business process reengineering redesigns a process from the ground up. Continuous improvement makes small, ongoing adjustments to an existing process. And B P M N, business process model and notation, is the most widely used process standard.
Key Takeaways
What to Carry Forward
To pull this together. Business process modeling represents a process visually, so it can be understood, analyzed, and improved as a whole. An as-is model documents the process as it currently runs. A to-be model defines the target after improvement. Reengineering redesigns a process from the ground up. Continuous improvement makes smaller, ongoing adjustments. The B P M lifecycle moves through identification, discovery, analysis, redesign, implementation, and monitoring, and then loops back. And flowcharts, data flow diagrams, U M L activity diagrams, and B P M N each suit different modeling needs.
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About What Business Process Modeling Is and Why Organizations Use It to Optimize Workflows
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