Below is a sampling of documents to help you understand the processes and models we use in our process assessment work. We regularly create new documentation and also offer customized consultation by request. Feel free to contact uswith questions or for help.
- UPI Framework (PDF) - An overview of the framework we apply to most process assessments
- Process Model Templates (PDF) - Standardized templates for consolidating and displaying various views of process modeling
- 10 Common Process Improvement Mistakes and How to Avoid Them - Article authored by Joseph Drasin for EDUCAUSE Review about tips and lessons learned in process innovation
- How to Synthesize Interviews (PDF) - Tips on making the most of the data you collect during process assessment interviews
- Facilitation Technique – Matrix Workshop Session (PDF) - Steps to facilitate a workshop using one of our preferred methods
- Process Assessment Model (PDF) - Model and template for documenting details and issues based on 6 process enablers
These case studies summarize some of our projects and are used to highlight a project’s success or to bring attention to a particular challenge or difficulty in a project. These case studies were done after the project’s completion and were not created as part of the project documentation or recommendations. The projects and circumstances are real; however, some specifics of the systems and users have been generalized for publication.
- Billing and Accounts Receivable Case Study (PDF)
- Hiring Case Study – coming soon
- Gifting Case Study – coming soon
Project Assessment Summaries
Process assessments are one-page summaries of the overall process that also consider the factors and the goals and constraints of the business process. These factors that dictate a process are known as enablers, and processes are constituted by six of them: Process Design, IT Systems, Motivation and Measurement, Human Resources and Organization, Policies and Rules, and Facilities. The examples below show how a single model, the process assessment, holds a majority of the information required to understand a process and is a great tool to show and organize collected data.
- University Hiring Process (PDF)
- University Gifting Process (PDF)
- Procure to Pay Process (PDF)
- Change Major Process (PDF)
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.