Case Study: Business Process Analysis

As the contracted project manager at a client site, I was asked to put together a team of individuals to collectively analyze the current business processes in the operation in each of their facilities. The first of three steps in our approach entailed researching and documenting the “as-is scenario” in each of the locations and create Visio Diagrams that would be used to map out the operations breakdowns that existed. Step two would be the presentation of the gaps and issues in the business process followed by our recommendations for potential changes and options for the group to consider. The third and final step would be the creation of the remediated new process with diagrams, documentation as well as follow through on the new system integration with staff.

The criteria we required to be gathered by the client during the first phase was simple – a map of the workflow, the task performed in each step, the people involved and what their part entailed in each step (for future regrouping of tasks) combined with what screens, reports, excel sheets, outside data, etc. were used during the process. This is what we consider to be basic transaction flow information.  The client was left with a detailed list of what we needed for our analysis, and a follow up appointment was scheduled for two weeks hence.

When we came back to the group after two weeks expecting to have this workflow data accumulated by management and staff, we received from them a list of 5 criteria, with little to no detail, for each site. Our data sheets were practically empty and our road map to analyze was nonexistent. What didn’t they get? After two weeks, we had virtually no data with which to make our business process assessment, and the company seemed confused by our needs. Our realization was that many people do not how to go about the process of data collection. Keeping this in mind, it’s really not difficult to understand how business processes can not only go awry, but disintegrate within the daily grind to run a business.

As technology and business process experts, it’s easy to take for granted that each of our clients either A. sees their business process with the clarity we do or B. really understands what we need of them in order to reduce their overhead costs and improve their bottom line. That, as proven by this client scenario, is obviously not the case.

As a business management consultant, there are a few lessons here:

  1. Don’t assume that everyone has equal knowledge of tasks asked of them or even what you expect from them as a subject matter expert.
  2. Just because people know the job they do doesn’t necessarily translate into something that makes them an expert in how to present it.
  3. When acquiring this type of data, be very detailed in what your expectation are in terms of deliverables and continually monitor progress for even the simplest of tasks.

What we had thought was a straight forward exercise to improve the client’s business process turned into quite a learning experience for this old dog.


About e3consulting

Welcome to E3 Consulting. As proven experts implementing the latest CRM, ERP and Accounting Software in the Manufacturing and Distribution industries, we have made it the goal of our business to help our clients obtain the bottom line results their individual companies require. Educate, Enable and Empower For companies in the manufacturing and distribution industries, the ability to simplify their business operations is vital to their ability to succeed. E3 Consulting will provide the consultation; technology and the project management tools that companies need to improve their business processes and their bottom line. What We Do Does your company need a revamp of existing business systems? Do you have a technology project that is going beyond time and over budget? Are your costs out of control and productivity lagging? When you contact E3 Consulting, we take a hard look at the reality of your business operations and break it out into segments, to find out which aspects of your business process workflow need attention and which are working as they should be. It is our intent to look at your operations, your accounting, your workflow and your technology and create a cohesive plan that will have your business running effectively and efficiently. Our Process Every company runs differently, and it is those processes specific to your business combined with your workflow goals that give the staff at E3 Consulting the canvas we need to use our long history of business development, project management and technology to map out the path your company needs to follow to improve your bottom line. Think of your business like a lego block structure. Each block that is missing reduces the stability of your company. We can look at your overall operations and use our knowledge of the marketplace cutting-edge technologies to find the blocks that are missing from your overall business concept. We will introduce the right technology tools to improve your operations, and then continue in a project management position as necessary to ensure ongoing smooth operations. Our Experience E3 Consulting has a long and successful history of project management, business operations consultation and technology implementation and management within Manufacturing, Distribution, Service, Healthcare, Finance and Accounting businesses. Principal, Brad Tornberg, is a successful technical and business expert with an MBA in Finance from Farleigh Dickinson University and. He holds Microsoft Certifications for Customer Relationship Management (CRM) sales, implementation and training. He also has a series 6 and series 66 securities license and a New Jersey Life and Health License. He is well published having written many articles for The Practica
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