|Business Process Workshop|
Successful projects start with a thoughtful investigation of client business processes. As described in the methodology, this stage of the Intelestream process is referred to as the Discovery session. It is critical that consultants understand the basic fundamentals that comprise client business functions and processes. Intelestream understands that software system design is (most likely) not our Client’s core business. The Business Process Workshop takes the guesswork out of the process. An Intelestream Professional Services Consultant will carefully guide Client Stakeholders through the Discovery Process step-by-step, documenting business flows in a narrative fashion, while creating system requirements that both developers and business stakeholders will understand. Intelestream will present requirements back to the client to ensure the level of understanding is sufficient. The final step in the Discovery process is to deliver recommendations for next steps and provide an estimate on total project costs.Avoid the temptation to design a system from the perspective of desired features. It is *always* strongly recommended to begin every project, regardless of size, with thoughtful documentation of current business processes followed by the identification of the problem areas.
Sample Agenda Content
The agenda for every Business Process Workshop is different depending on client needs. As a general rule, discussions begin at the front of the demand cycle (Marketing) and progress through to Order Management. A general framework for the workshop is described below:
MarketingDiscussion topics: Current marketing strategies, methods of customer acquisition, and return on investment tracking
Lead ManagementDiscussion topics: Definition of a lead, lead handling, lead qualification algorithms, conversion rules, lead source tracking, lead assignment and distribution, and supporting management reporting
Account ManagementDiscussion topics: Definition of an account, account types, account segmentation, master data elements, and account relationships
Opportunity ManagementDiscussion topics: Definition of an opportunity, opportunity types, sales stages, close percentage, forecasting, pipeline management, opportunity approval rules, and supporting workflows
Quotes and OrdersDiscussion topics: Quote process, product catalog, quote approval rules, discounts, discount approval rules, and supporting workflows
Project ManagementDiscussion topics: Current use of projects, project types, time tracking, billing considerations, and customer project interactions
Customer ServiceDiscussion topics: Definition of service request, case types, priority setting, cases assignment rules, and supporting workflows
Data MigrationDiscussion topics: Identify current systems of record, and determine level of data to be converted to the new system
IntegrationsDiscussion topics: Identify target integrations, determine integration types (real-time, message based, batch), and supporting workflows
Custom Modules and ObjectsDiscussion topics: identify work processes not supported by current modules and flows, determine module relationships, and discuss master data elements
At the conclusion of the workshop, an Intelestream consultant will schedule time with the Client to review findings, present recommendations and an initial broad estimate.