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Writer's pictureRichard Keenlyside

Approaching the process mapping methodology


Approaching the process mapping methodology

Recently, I was asked to facilitate a process engineering workshop for a well-established chemical engineering organisation. My template and methodology haven’t changed over the years. I thought it might be useful to summarise and share my notes:




  1. Set Goals: Before starting the process, you should understand the desired outcome and goals. Clearly define all objectives and expectations so you can determine the metrics for success.

  2. Identify Current Processes: Map out the current process step by step and make notes on any issues. It is key to involve all stakeholders to ensure a collaborative effort. Identify any inefficiencies, gaps, or problematic areas so you can address them in the re-engineering process.

  3. Learn From Mistakes: Industry mistakes provide valuable lessons for companies re-engineering processes. It is important to take advantage of the collective experiences of others who have already gone through similar processes.

  4. Establish Quality Standards: Plan to implement quality standards reinforcing best practices. Make sure everyone knows the standards and consequences for not meeting them.

  5. Establish Lean Standards: Can this process be removed? Why does the process exist? Is it a systemic issue that the process is in place? Can we make the process leaner, removing the unwanted fat from the process?

  6. Resist the Temptation to Cut Corners: Re-engineering a process can be difficult, but it's essential to take your time and do it right. Avoid cutting corners that could cause problems at a later stage.

  7. Monitor and Analyze Progress: Establish key performance indicators to measure the success of the re-engineering process. Monitor and adjust as needed to ensure the best possible outcome.

  8. Communicate: Make sure everyone involved is communicated with and understands the process. Explain why the re-engineering is taking place, the goals of the process and the expected benefits.

  9. Implement and Refine: Put the process into action and assess the results. Monitor progress and make changes as needed to ensure the best outcome.

  10. Reassess and Revisit: Review the process and review the outcomes. Make sure it is meeting the goals of the re-engineering process, and if not, replan accordingly.

Taking the time to thoughtfully and strategically re-engineer a process can reap great rewards and improve ROI. Managing process change can be challenging; there may be resistance to providing information but ensuring that EVERYONE is involved and consulted is key. By following these

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