Working with processes

Processes are the units of work by which an organisation adds value and achieves its goals.

In they appear on the Business Model Canvas and the Value Chain under Analysis -> Business Model.

Each process has:

  • A title: this could be something like Sales, Marketing or Distribution, or a more full description like 'match buyers to sellers' or 'assemble products'.
  • A general description providing general details of the process.
  • A description of the people involved in the process. This could include roles, numbers of people, skills and basic cost information etc.
  • A description of the process. This could include steps, decisions and policies, frequencies and volumes, as well as basic cost information etc.
  • A description of the technology which the people use in the process. This could include plant and equipment, computer systems and manual systems.

Do Next: Stakeholders

You can attach specific stakeholders to a process. Stakeholders can be people, organisations or groups (of people and/or organisations).

Stakeholders and be internal, such as staff, or external, such as suppliers or outsource partners.

The most naturally relate to the people, aspect of the process, but could also be suppliers of the technology.

Do Next: Insights

You can also attach specific insights to a process.

These would typically be strengths or weaknesses in the process as it currently stands. But they could also be threats or opportunities which will or could impact the process.

Any insights generated and/or attached to processes in this manner will also appear on the models under Analysis -> Insights, depending on their specific characteristics. Insights attached to processes in this way are often more tangible than insights generated in more abstract ways.

Do Next: Actions and Initiatives

Finally, you can attach actions and initiatives to processes.

Actions would typically be actions to conduct further fact-finding or analysis of a process.

Initiatives would typically change a process, for example when moving from a current to a target operating model.

If any part of this text is not clear to you, please contact our support team for assistance.

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