Business Process Mapping and Requirements Gathering
Panorama will perform a benchmark assessment of key primary performance indicators across all functional areas. Panorama will deliver the benchmark assessment and a recommendation for next steps. This will include an evaluation of which functional areas will require deep dive improvement sessions and which processes will be examined.
Panorama conducts cross-functional workshops with key client team-members and stakeholders to define, validate and prioritize key business processes and business requirements. These processes and requirements are used to determine key evaluation criteria to measure potential ERP vendors’ ability to meet client needs.
In addition, the team works with the client to define the following:
- Long-term strategic goals and objectives, including growth targets, anticipated M&A activities, etc.
- Key performance indicators used to manage its operations
- Process pain points and opportunities for improvement
- Prioritized ERP business requirements (the highest-priority requirements providing the evaluation criteria to identify other potential short-list candidates as appropriate)
- Most appropriate ERP strategy, such as level of customization, deployment option, best-of-breed vs. ERP, etc.
Once the client’s business processes and requirements are defined, they are translated into demonstration scripts, which are used by short-list vendors to demonstrate their products.
Business Process Improvement
Panorama will process map the sub-processes and improve processes with the organization. Any new requirements that result from process improvement sessions will be added to the requirements document and submitted to the vendor for evaluation and demonstration purposes.
The Panorama team will work with the organization to identify the following aspects of the process redesign:
- Perform baseline assessment of current process and identify targets and goals for the improved process.
- Facilitate onsite kaizen event using a six sigma tools and approach.
- Perform root cause analysis using a six sigma analysis tool set.
- Identify and facilitate follow-up deep dive sessions needed to address and make key business decisions for the new improved process.
- Gather and perform Return on Investment analysis for all improved processes; this will be included in the business case.
- Develop improved future state process flows.
- Document organizational change gaps and opportunities.
- Define new organizational structure.
Business Process Blueprint
Panorama will create the design and detailed workflows, checklists and business logics to be used as the foundation for software design and implementation. Roles and responsibility changes will be documented and included in the organizational change impact assessment.
The Panorama team will perform the following as part of the Business Process Blueprint phase:
- Define specific requirements and needs associated with all workflows, checklists, business logic, triggers and notifications.
- Analysis of how new business processes will impact specific the organization employees, departments and workgroups.
- Gain an understanding of the expected impact of the newly designed business processes on the business.
- Definition of performance metrics used to measure each of the major business process areas.
- Gap analysis of future process flow against software process flow.
- Identification of potential configuration and/or customization needs that will ultimately be factored into the final implementation plan and budget.
- Validation of business processes and identification of exceptions with various business units, as appropriate.
- Identification of regulatory requirements related to new business processes.
- Identify initial test and use case scenarios for software testing.
- Define Process Workbook to define and outline software design documentation.
Business Requirements Validation and Finalized Documentation
After creating a blueprint of the organization’s future business processes, Panorama will refine the documentation, assuring continuity across functional areas and locations as well as alignment with the executive project statement. Once the finalized blueprints have been created, the high-level requirements will be validated across each functional area to ensure corporate-wide buy-in and support moving forward.