Case Study: “The Project Process” – Integration of the Big Five – Process Modeling, Project Management, Change Management and Organizational Change

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I will share some experiences and lessons learned at CUNA Mututal from integrating and applying standard methods (business process modeling, requirements management, project management, change management, and organizational design) on a large strategic project at CUNA Mutual Group. I will demonstrate how we created the “Project Process”, from five individual standalone methodologies. Also, point out areas of overlap between the methods, how they support and interact, how they contributed to business results, and general lessons learned.

Focusing a project around a backbone of process and integrated methods allowed us to improve our execution of a large strategic project. I’ll also demonstrate how a simple “project document dependency chart” was used to “teach our clients to fish” and help promote acceptance of the new integrated approach.


  • Understand how BPM and our other methods were integrated and used concurrently in one case study
  • If participants have had minimal exposure to any or all of the methods listed, they will receive an brief introduction to our methods, with an emphasis on BPM
  • Discuss the benefits of one integrated approach versus independent methods


1. Overview of CUNA Mutual Group, the Project Services group, the business area used in the case study, and the business challenges that preceded the project

2. Overview of our methods

3. Show how the methods were applied to a project and how they were integrated to create the “Project Process”

4. Review client’s reactions, business outcomes and benefits

5. Q&A

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  • Gilbertson041205

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