Process evaluation framework / template

Posted by Derek Hughson on Tuesday, May 1, 2012 - 14:57

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Total votes: 1

Hi all,

Our organization is gearing up to do a process evaluation initiative. As a foundation for putting together an evaluation tool, I thought a good place to start might be to see if there are there any recommended frameworks or templates for evaluating processes in a comprehensive manner among the BPMI community...

Any tips / source referrals would be greatly appreciated!



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Pierre Gagne
posted 1 year 18 weeks ago
Yes there is. If you are a financial organization, whether insurance, wealth management and banking, you can access for free an extensive set of capability maps, enterprise business architecture framework, business process and data reference models and methdologies. Your can request it at Already more than 600 financial institutions around the world are using it. If you need more information, you can contact me at
Ashley West
posted 1 year 38 weeks ago
I have a question somewhat related to this thread: My team is looking for a process complexity scoring method and I wonder if something like this exists. For example, the least complex process might be include a single operator, 2-4 tasks, a single decision point, one system. Each additional process component would then increase the complexity score. The goal for this is: 1) Rank the business processes we manage from least to most complex and 2) Identify how much any optimizations we drive reduce this "score".
Mansoor Awan
posted 2 years 28 weeks ago
This is an area that is more of an art then science - why so many organizations fail the long term objectives. I would recommend getting a good consultant with solid experience. Here is a basic sketch that might get you started >> Intended outcomes expected off of the process evaluation as you might be able to time yourself and set appropriate expectations with your team and the stakeholders who might be involved in this effort. This is an area that people easily tend to get analysis paralysis. Set some basic rules- >> Understand context of this process within the larger organizational context (capability mapping, value streams, value chains) >> Process models (SIPOC models with capturing ownership, tooling, business dimensions/industry benchmarks). This effort must capture the feedback from process owners. Understanding levels of process decomposition is key here but stay at the business or functional level (some will call this level-3). Getting any deeper will return no dividends and leave you in the red. >> once you have the basic process model in place, understand the governance and management dimension of this process (performance, process metrics, financials/costs, APQC is a good place for ideas on KPI) >> process maturity assessment (do industry comparison on trends, current leading practices) From above as you go each level described above, you will begin to see the big question marks and further areas of investigation and evaluation. My big secret to a conclusive SMART punch is to be able to summarize the many pages of findings into a well articulated/useful a single pager or powerpoint slide for an executive, and if you cant do that then you have missed the big picture. Mansoor Awan
Sumeet mann
posted 2 years 35 weeks ago
Follow a algorithm to define process flows and use it to analyze all processes being developed , create a set of rules which can not be changed and see how the various processes do within that framework.
Tom Miller
posted 2 years 41 weeks ago
The main problem is there often seems to either be a proprietary methodology for evaluating the company readiness to start a process improvement project or even if it is public there are varying points of view. eg. Lean Six Sigma, Business Process Modeling, handling ad-hoc processes etc. It sounds like what you are asking is there one specific POV in BPM? I doubt it. My brief review of various BPM tools appears to indicate some similarities like BPMN as the UI but the outputs can be heterogeneous and non-operationally compatible with the executing engines. As Tom D pointed out they teach courses on this topic. So my best advice would be to hire an experienced practitioner to give you advice or even run the development of the business case and setting up "the project" for deciding what your trying to solve.
Tom Miller
posted 2 years 41 weeks ago
I just googled (actually it was Yahoo) this url up: It seems to be pretty good. Often the Wikipedia articles around these subjects seem to be be pretty accurate and relatively concise.
Brenda Porter
posted 2 years 45 weeks ago
As basic as it seems, it would be great to demystify all the terminology; the difference between a discipline, a methodology, a business practice, a framework, enterprise process model, architecture etc. Is there a glossary of terms you can point me to?
Tom Dwyer
posted 2 years 51 weeks ago
Hi Derek,
I am not aware of anyone developing a tool to evaluate a process based on the criteria you mentioned but I am aware of organizations defining acceptable targets for these criteria. Are you currently capturing the process performance metrics according to these criteria?
Derek Hughson
posted 3 years 6 days ago
Hi Tom - thanks for your response. By tool I mean literally an instrument that could be used to evaluate a process. We are looking to evaluate a suite of our processes, and I am going to develop a structured set evaluation criteria. The intent would be to assess our processes on such fronts as efficiency, effectiveness, technology, skills, etc. Before developing our own tool, I thought I would see if any other practitioners have used or developed a similar tool in the past. Derek
Tom Dwyer
posted 3 years 2 weeks ago
Hello Derek,
Would you clarify a couple things for me? By "evaluation tool" do you mean a process evauation approach? teaches these approaches in its training classes. Do you mean a methodology? We actually explain the difference between a discipline, a methodology and a framework so people don't get confused and can understand the various approaches that exist in the BPM industry.

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