OUR THOUGHTS ON:

Perform a Business Process Review Before You Implement a New Solution

Technology

By Robert Morgan

The decision whether or not to implement a new software solution can be quite difficult. If the requirements of all the business units defined have not been clearly defined and communicated, there is a high likelihood that your implementation will be considered a failure. Some common mistakes include business processes not aligning with the software’s capabilities, internal aversion to change, or even the lack of consideration given to anticipated changes within the industry. Before making the decision to implement a new solution, it’s always a good idea to make sure that you have a thorough understanding of the current situation across the many business areas that will be impacted. This can be accomplished by performing a business process review.

The main components of a business process review are preparing “as-is” process mappings, identifying challenges and issues, and recognizing potential opportunities for improvements. The “as-is” process mappings tell the story of how your business operates. These can be represented graphically in flowcharts and through narratives. Throughout the process, you should consult with people directly involved in the business process to maximize the amount of feedback. This would eventually lead to developing revised business processes, or “to-be” process mappings, as part of the implementation.

By going through this process, you will have a better understanding of potential weaknesses in the process, be better armed to address any issues and challenges that will arise in the implementation, and determine a corrective course of action to improve the processes.

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This advice is not intended or written to be used for, and it cannot be used for, the purpose of avoiding any federal tax penalties that may be imposed, or for promoting, marketing or recommending to another person, any tax related matter.

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Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2018 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

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