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My top 3 tips for awesome Process Mapping Workshops

Process Mapping Workshops haven’t moved on in the last 20 years…

When you mention process mapping workshops to most people they’ll think of standing around brown paper with pens & post-it notes, talking about the same thing over and over and over. The more arguments there are, the better the workshop right? Can you accept that they are successful and collaborative workshops based on this experience?

However, as Process Mapping software grows in popularity, here are Skore’s top tips to make your process mapping workshop engaging and enriching.

Why use Process Mapping Software?

People love post-it notes right? You don’t get the same engagement looking at a screen?

Wrong. Paper-based approaches aren’t slick, moving dozens of post-it’s around because you’ve suddenly remembered a step is a daunting task. Plus, rolling up the paper and spending days translating them into a digital format results in two major problems:

  • Workshop output has a half-life. The longer between the workshop and the delivery of the output, the less impact it has.
  • It’s very difficult for one person to successfully translate what was captured into an accurate representation. Couple this with the time it’s taken, you lose engagement as people don’t relate to the output

Whatever success you’ve experienced engaging through a workshop will be lost when the reporting doesn’t match up to the conversation you had two weeks ago.

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Our Top Tips for Process Mapping Workshops

  Use a common language

Even if you’re clever enough to have learnt BPMN, no one is going to be impressed with your use of connector symbols, diamond, squares, etc… Keep it simple, people don’t want to have to learn a whole new language to engage in the workshop. Keeping it simple and accessible means the whole organisation can be engaged in change – not just the process experts. We love UPN which is easy for everyone to use and understand

  Don’t jump into the detail

It’s all too tempting to spend hours focusing on one part of the problem. You’ll get a far better picture if you start at a higher level, then break it down into the detail as needed. It also means you can get the right people in the room at the right time. Using software means you can drill down into the detail easily later while keeping the process map to one page. 

Hierarchy of Skore Process
How a Skore Process Map Drills Down

  Share it instantly

If you’re doing it right, the content should be shareable by the time the attendees are back at their desk. You want them to be able to review it whilst it’s still fresh in their minds, make that comment, ask that question. Also, they’re more likely to share it with people that didn’t make the workshop, gaining a wider level of feedback.

Using a process mapping software, and our tips, will help you engage on a whole new level. You’ll be able to get to answers quicker, demonstrate instant value and move the audience onto the next stage sooner, be it future process improvements, system implementation, or something else.

Skore is the Process Improvement Platform that enables you to map processes in live workshops at the speed of conversation. Create instant insights and dashboards and share to everyone.

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Skore versus MS Visio, Lucidchart and Gliffy

For the purposes of this article we will consider Lucidchart, MS Visio and Gliffy to be general purpose diagramming tools. Given its ubiquity we will refer mainly to MS Visio for the examples.

How is Skore different to Visio?

This is the most common question we come across when introducing Skore to new audiences, especially analysts and consultant. We use Visio to create flowcharts and we create flowcharts in Skore so how are they really that different?

It would be easy, but rather boring, to try and explain the difference feature by feature.

Instead I would describe Skore as a strategic tool that helps organisations better understand themselves and therefore better able to improve and change. Whereas Visio is very much a tactical general purpose diagramming tool. I can design a business process flowchart in Visio, and I can design my new kitchen.

Process – a strategic view

For decades business leaders have considered their organisation’s processes as strategic assets. Processes flow through organisations, transforming inputs from suppliers into value for customers. They are the reason businesses function. And yet, after all this time, executives continue to struggle with problems of efficiency, standardisation, quality, risk and effectiveness.

When taking a process view of an organisation it’s easy to see where the problems are. Bottlenecks and breakdowns happen most often where the process moves from one team to another, from one department from another, or from one person to another.

Inefficiencies and errors thrive where different people deliver the same piece of work in different ways. Or design new work every time they do the same thing.

As an organisational improvement tool process flowcharts are used to show us, and help us fix, these problems.

So why do these problems keep coming back? Why do so many leaders still consider process and process efficiencies as a strategic priority? Why have we not solved this once and for all

Process – a tactical view

At a recent client the chief executive complained that he couldn’t understand why people still kept making the same mistakes despite his efforts to make the whole organisation more process focused. This reflects the fact that in most organisations ‘business’ processes are confused with flowcharts.

Flowcharts are fantastic tools for visualising flows of activities or data. They say a picture paints a thousand words and a flowchart allows you to layout complex sequences of activities that may be sequential or parallel or both. Something a text document does very poorly.

So can you draw a ‘business’ process using a flowchart? Absolutely, however it’s not so easy to create true business processes, at least not as easy as it is to draw any old boxes and lines. Something many people confuse with business processes.

In practice flowcharts are created for many reasons, as very low level task instructions, decision trees, or for implementing specific parts of a system. When created in Visio they are flat 2 dimensional diagrams with the only guidelines and rules based on the experience of the user.

Or they are created on whiteboards, they are large, complex and with varying levels of detail all displayed in one noodle soup of a flowchart.

The problem with thinking of process as a strategic asset

The problem is that processes exist at many levels of an organisation. There are the big strategic chunks of work that describe the core value chain. Or there are the management routines required to ensure work is optimised and continuously improved.

There are the key activities that describe what the organisation, team or department needs to do. And there is the implementation level of work such as tasks or requirements for systems.

These different levels of process are still often drawn in Visio but they require considerable expertise, skill and experience to create and manage them. In fact, in most cases, the same expertise is needed just to explain them and how they fit together.

This expertise takes years to develop and individuals that fit this bill are rare and sought after. They are most likely to be interim roles or expensive consultants. Organisations bring them in for specific projects and programmes.

This type of skill rarely gets embedded into an organisation and once the consultants leave their ability to update and maintain a true process view of the organisation goes with them. The organisation gradually reverts back to type.

A further problem, and one that any good process consultant will be perfectly aware of, is that processes do no exist in isolation. A process doesn’t work without people to do it, nor does it work without the inputs and resources that are to be transformed. Again, without the systems, rules, machines and equipment that make it work, a process is nothing but an idea.

To really understand an organisation’s strategic processes it is essential to have a good understanding of how all these interlocking pieces form the complete picture. Our experienced consultants have created a myriad of tools to assist them but it generally boils down to flowcharts and spreadsheets.

Spreadsheet upon spreadsheet of data all related to specific parts of our process. Creating this monster requires a PhD in astrophysics and an army of analysts to create and keep in synch. No one understands how it hangs together expect the original artist that created it. And although they can answer any question using this resource, it appears as a clouded crystal ball to virtually everyone else

How Skore solves this issue

What we’ve just described is a status quo that has existed for many years. Visio, Lucidchart and similar tools have simply created an electronic version of brown paper and string, or it’s more modern equivalent, whiteboards and sticky notes.

It doesn’t bring a fundamental change in thinking. It doesn’t address the issue of getting an organisation to recognise, articulate and love it’s processes in an ongoing and strategic fashion.

Skore is different first in its approach and secondly how that is applied in the tool. Skore is designed to make it easy for more people in an organisation to learn how to capture and describe processes.

And when I use the term ‘process’ I mean multi-level flowcharts that include all the other things an organisation needs to function. Not just the work activities, nor even the people, but all the systems and other information required.

All this information is stored in a single model, not multiple flowcharts and multiple spreadsheets that need to be kept in synch manually, but a dynamic model that includes all the information linked together.

This is also not some technical architectural tool. Skore follows some very simple rules that makes it very easy to understand and use. It’s not for everyone and while everyone can create boxes and lines in Visio, a significantly larger portion of your organisation will be able to develop good quality processes in Skore.

A model in Skore can start at the top of the organisation showing our strategic buckets of work and, clicking a button, you can zoom into any level of detail you wish.

It becomes a true strategic view of an organisation’s processes where the CEO is looking at the same model as everyone else.

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Create Rich Interactive Procedures

In this video I take you through a demonstration of an example process and procedure portal created in Skore app.

Traditionally Skore app has been focused on process design and analysis with our view on making it as quick and easy as possible. As we worked with more and more teams they told us that creating documentation with the process information was also very important.

Once you’ve designed a great process it is only really great if your team use it. We provided tools to help create documentation such as image export and save to PDF but we really wanted to do something better.

With Skore app you can create ‘easy to read’ process flows that tell you what happens, who does it and what outcome should we expect from each step. Process flows present the steps visually which makes them easy to follow, especially if the process has choices, alternatives and branches.

On to this we can add further information, detailed descriptions, images, video, audio and links to systems and documents. This means that the procedure is no longer just a static document but provides access to all supporting information presented in a clean interactive flow diagram.

Check out our Learn pages to find out how to build Rich Interactive Procedures in Skore app.

Jobs To Be Done (JTBD)

Jobs_to_be_done_3This customer came to us with an adoption problem. They had a product that clearly solved a well know problem in their industry. For some reason user adoption of the product was relatively low with fewer customers getting the expected value than they expected. There was a suspicion, within the company, that the design of the user interface was responsible.

We reviewed the product and used a Jobs To Be Done (JTBD) approach to understand how the product fit within the target customer’s workflow. Jobs To Be Done is a simple but powerful approach that helps to better understand the context in which users use your product. It highlights hidden opportunities and helps you set the right direction for your product strategy.

The Product

The product itself is a data analytics platform used in the Oil & Gas industry. It helps to improve the efficiency of oil well drilling by using analytics to improve the behavior of drilling operations. Problems during oil well drilling can be extremely expensive. Spotting problems early enough can potentially save millions of dollars in lost drilling time.

The Problem

In many cases the customers were not seeing the expected benefit. After implementing the product it wasn’t leading to the correct change in behavior. These companies were not seeing the expected savings. On closer investigation it seemed that the various users in the customer were simply not using the product and therefore not getting the benefit of the insights it provided.

This is what lead our client to suspect the user interface as the potential problem. We certainly wouldn’t rule this out but before we could confidently make that call we needed to understand the context better. After reviewing the product and receiving both sales and technical presentations we sat through the product training and interviewed the implementation consultants. The next step was to interview the customers and understand how they saw the product fit in their existing workflows.

Jobs To Be Done

The Jobs To Be Done approach lets you look at what the customer is trying to achieve and then place the product within that process. Our adaption of the approach ensures that every step adds value to the overall goal. This means when you place the product into the process you can clearly see where it’s adding value, where it falls short and potential opportunities to improve.

The approach is relatively easy to apply and results in a set of simple visualizations the team can use to discuss improvements of all sizes including potential strategy changes. While we interviewed our client’s customers we sketched out these processes and asked them to help us position the product in the process. We then discussed the strengths and weaknesses of the product in this context.

We created a high level view of the drilling process in Skore app:

Jobs_to_be_done
Simple high level view of the oil drilling process

This showed us where the product supported the customer’s activities. Next we broke the most important step, drilling the well, into a more detailed view. At this point we identified a series of user journeys that each resulted in a different outcome. Again each outcome added in some way to the overall customer goal.

jobs_to_be_done_2
Detailed user journey

Each of these user journeys followed the key steps that the customer did to achieve those goals including using the product. These visualizations made it very easy for the customer to describe what they needed and where the gaps were. When shared with our client, not only were we able to articulate why the users were not using the product as expected but our client also identified other improvement opportunities.

Providing the high level context first allowed the whole team to see the relationships between the different parts of the product and how each of those fit into what the customer did. It made it much easier to discuss improvements and understand the impact on the customer before any development even took place.

Product Strategy

These simple visualizations really helped to understand the product better. It helped the development team understand the context of what they were building better. It helped the sales team position the product better. It helped the implementation team train new customers better and it allowed the whole company to reach a shared understanding about how their product worked and what value it provided. As a result it guided a new product strategy that allowed them to deliver more value for their customers.

photo credit: Rig night shot 2 via photopin (license)

 

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