Create a Winning BPI Playbook

Don’t waste your time focusing on the “as is.” Focus on the improvements and the “to be.”


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Your Challenge

  • Companies understand the importance of business process improvement (BPI) and recognize the touted benefits: cost savings, waste elimination, and process efficiency.
  • With this said, 70% of companies that embark on process improvement initiatives fail.
  • The high probability of failure is attributed to a number of factors, including lack of continuous improvement and failing to define measurable outcomes.

Our Advice

Critical Insight

  • Adopt a forward-facing outlook. Don’t focus solely on the current state, set improvement targets upfront to drive the initiative.
  • Break problems down into root-cause variables. Don’t look at the symptom, dive deeper and alleviate the root cause.
  • Empower business analysts. Create a practical process improvement methodology that your analysts can follow.

Impact and Result

  • Kick off process improvement by identifying the goals and defining the improvement targets.
  • Start by referring to the operating model and identifying level 1, 2, and 3 processes. Once the team understands the relationship between processes, they can begin to map a level 3 process using a standard mapping notation.
  • Use qualitative and quantitative techniques for analyzing the root cause rather than the symptoms.
  • Ensure the design is aligned with the initial improvement targets. Focus on value-added activities.
  • Consistently monitor the process and assess the root-cause variables to gauge the success of the process improvements.

Create a Winning BPI Playbook

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should develop standard operating procedures for BPI, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Launch the BPI project

Define quantitative improvement targets and establish a root-cause formula that identifies process variables.


Discover the process

Complete an operating model that provides a holistic view of the organization’s core processes.


Analyze root-cause variables

Complete quantitative and qualitative analysis and review process conclusions.


Design solutions

Design a future-state process.


Implement the process

Complete the future-state process map and implementation plan, and build a plan for monitoring the changes.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Launch BPI

The Purpose

Launch the BPI project.

Key Benefits Achieved

Standard operating procedures for a BPI program.



Identify objectives for BPI.

  • Project Charter


Craft a problem statement.

  • Problem Statement


Identify the improvement target and define root-cause variables.

Module 2: Discover

The Purpose

Discover the process pain points and current state.

Key Benefits Achieved

  • Organization operating model
  • Current-state process map



Identify stakeholders and elicit requirements and pain points.

  • Stakeholder pain points


Gather process requirements.

  • Process requirements


Map the current state using BPMN and swim lanes.

  • Current-state process map


Identify the process pains, gains, and sustains.

Module 3: Analyze

The Purpose

Analyze the process.

Key Benefits Achieved

Identification of the root-cause formula and process inefficiencies.



Create a root-cause formula.

  • Root-cause formula


Analyze the current-state process diagram.


Perform a qualitative analysis.

  • Qualitative analysis


Create a data collection plan for a quantitative analysis.

  • Quantitative analysis data collection plan

Module 4: Design

The Purpose

Design the future state for the process.

Key Benefits Achieved

Solution options for the future state of the process.



Identify potential solution ideas.

  • Potential solution options


Cluster and refine ideas to generate solution options.


Identify the value-added steps in the process.

Module 5: Implement

The Purpose

Implement the improvements to the process.

Key Benefits Achieved

  • Improved process with a set of standard operating procedures.



Create a future-state process diagram.

  • Future-state process diagram


Create a plan for implementing process changes.

  • Implementation plan


Define the roles and responsibilities for the new process.

  • Process RACI chart


Create a plan to continuously monitor the new process.

  • Process owner for SOP