While virtually everyone acknowledges the value of a good process map, most practitioners consider the process map to be a consumable piece of work that is used temporarily to support a larger analytical effort. But what if, rather than throwing away the process map once it’s developed, the process map instead became the foundation for process documentation? And what if that process documentation was treated as a valuable asset; intellectual property that defines how the company operates? This is the intent and design behind Perigon as a process playbook.
The Perigon Playbook captures all of an organization’s knowledge of a business process.
Perigon is a definitive process playbook that embeds the four key elements found in any book,
- Process Scorecard (Cover),
- Architecture Map (Table of Contents),
- Process Map (Contents), and
- Process Knowledge (Appendix).
Process Scorecard – The Book Cover
The Process Scorecard summarizes the purpose of the process, current performance in key metrics, process maturity and a summary of improvement opportunities.
Architecture Map – The Table of Contents
The Architecture Map provides an executive summary of the process that establishes the backbone of the process, and the main suppliers/customers, activities, and inputs/outputs.
Process Map – The Contents
The Process Map can contain process maps for up to three states, including current state, near state, and future state.
- Current State defines the beginning process – who, what, when, where and why of the process and points to how tasks are executed. Red Clouds (problems and opportunities) are captured and prioritized on the map.
- Near State is developed from current state as improvements are incorporated and the process moves toward deployment.
- Future State builds upon the prior process definition and analysis to develop a streamlined process vision that incorporates best practices and future software/automation capabilities.
- Connectivity defines process context within the larger business system; where the process sits relative to upstream and downstream business processes.
Process Knowledge – The Appendix
Process Knowledge details the organization’s intellectual property associated with the process. While knowledge can include a wide variety of process analysis, the standard Perigon Playbook includes the following elements.
- Customer Value Assessment determines customer wants and needs for quality, response, cost, and relationship value.
- Information Analysis identifies knowledge required to support task execution, including work instructions, procedures, specifications and checklists.
- RACI Analysis identifies roles and responsibilities for each task.
- Value Analysis assesses the value of each process element and estimates task time and cycle time.
- Metrics Analysis determines the measures to be used to monitor process performance.
- Opportunity Analysis evaluates, classifies and prioritizes improvement opportunities.
- Maturity Analysis evaluates process readiness for deployment.
- Process Improvement Plan establishes the main goals, actions, responsibilities, and dates to implement desired process improvements.
The Process Map as a Process Playbook
The Perigon Playbook provides a process map that is much more insightful, comprehensive, and flexible than other process documentation options, including fully controlled mapping standards for support in multiple environments. It is designed for process development and improvement within business system and enterprise structures, aligning different departments and levels of the organization seamlessly. Utilizing Perigon, the next generation of process map has become the definitive process playbook.
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