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Fundamentals of Business Process Mapping

Fundamentals of Business Process Mapping

1h 8mBeginner2025-06-24

Authors

Scott Helmers

Scott Helmers

Partner with the Harvard Computing Group (HCG)

Course details

An effective process map should serve as the central repository for all process knowledge. People in the organization should be in the habit of turning to the map any time they need to learn more about the process, knowing they will either find what they need in the map itself, or can use embedded hyperlinks to connect with external resources. And they should be able to do all of that whether or not they have a license for the software that was used to build the map. In this course, instructor Scott Helmers helps you determine where processes reside within your organization’s business ecosystem, uncover key sources of process knowledge, select specific knowledge capture techniques, evaluate the pros and cons of four common process mapping styles, and apply best practices for creating truly effective process maps.

Learning objectives
Describe the business ecosystem.
Name the six phases of the process cycle.
Identify key sources of process knowledge.
Select your preferred knowledge capture techniques.
Discuss the pros and cons of the four primary mapping techniques.
List key requirements for a successful mapping project.
Apply best practices for process mapping.
Deploy high-value process maps

Skills covered

Operations ManagementProject ManagementBusiness Analysis and StrategyOne-Off

Concepts

0. Introduction

  • 01 - The benefits of process mapping
  • 02 - Working with exercise files

1. The Business Ecosystem

  • 03 - Why do we need process documentation
  • 04 - Types of process documentation
  • 05 - The business ecosystem
  • 06 - The business process cycle

2. Discover - Capturing Process Knowledge

  • 07 - Requirements for a successful mapping project
  • 08 - Where is process knowledge
  • 09 - Facilitating workshops and asking good questions

3. Document - Creating Process Maps

  • 10 - Process map design, styles, and tools
  • 11 - Flowchart symbols
  • 12 - Process mapping with flowcharts
  • 13 - Process mapping with swimlane diagrams
  • 14 - Process mapping with Business Process Model and Notation (BPMN) diagrams
  • 15 - Process mapping with TaskMaps

4. Review - Best Practices for Process Mapping

  • 16 - Reviewing the maps you've created
  • 17 - Best practices for process mapping, part 1
  • 18 - Best practices for process mapping, part 2

Conclusion

  • 19 - Summary and next steps

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