Course Outline
Introduction
• Digitization vs. Redesign: Why simply moving paper processes to a screen is insufficient.
Visualizing Current Workflows
• Mapping processes from the customer’s perspective.
• Analyzing time, step counts, and drop-off points.
Identifying Inefficiencies
• Redundant steps, documentation, and signatures.
• Internal approvals and inter-departmental handoffs.
• Distinguishing genuine regulatory requirements from internal habits.
Creating the Target Workflow
• Core principles for simple digital workflows.
• Collaborative design with business, IT, risk, and compliance stakeholders.
• Working effectively with Business Analyst and UX teams.
From Concept to Execution
• Translating the new workflow into a development backlog.
• Phased releases rather than a single major launch.
• Key metrics: time, completion rate, and digital adoption.
Case Study
• Transforming a bank’s loan, credit card, and insurance applications from a 30+ minute process to a 5-minute, single-signature flow.
Practical Application
• Redesigning a workflow relevant to participants’ own organizations.
Conclusion and Future Actions
Requirements
Prerequisites
• No prior experience with process modeling notations is necessary.
• Practical experience working with business processes in any capacity.
Target Audience
• Product Owners and Product Managers.
• Business Analysts and Process Owners.
• Operations and back-office managers.
• Teams digitizing services within banking, insurance, utilities, and public sectors.
Testimonials (1)
Friendly, plenty of breaks to think about what we have learnt and lovely guy.
