Process mapping: your workflows, drawn as they really run.
We draw your workflows. Lead to invoice, complaints, recurring services. The way they actually run, not the way they're written up in the handbook.
That's what we then build the system to support. What isn't drawn doesn't get automated.
How the sessions run
- 1 to 2 days of moderated sessions with the people involved in the process
- Whiteboard, sticky notes, or a digital tool (Miro, Mural)
- Per process: start to end, every step, every party, every interface
- We mark friction points, workarounds, sore spots
- Transition to the target view: how the process should run once the new system is in place
Why this happens before any configuration
Before you automate a workflow, you have to understand it. Documented processes are the real spec for system configuration. Integrations become visible early (DATEV, ERP, external tools) before they turn into late and expensive surprises.
What you walk out with
End-to-end workflow diagrams
One diagram per process, readable even by people who weren't in the workshop.
Integration inventory
Which systems talk to which, in what format, at what frequency. The foundation for any integration plan.
Friction points and quick wins
Where time leaks today, what can be fixed quickly, what needs real software changes.
Standard vs custom
Clarity on what's standard functionality and what really needs to be tailored for you.
What happens after the mapping
The mapping doesn't close an engagement phase, it kicks off the actual project. Here's the path to a running, continuously improved system.
- 01
Estimate and solution design
From the processes we derive effort, modules and architecture. Which building blocks, which interfaces, in what order.
- 02
Our proposal
Calculated transparently based on discovery and mapping. No flat rates, no hidden line items.
- 03
Initial project setup
Salesforce org, repos, CI/CD, test data, tooling for collaboration. We start prepared, not improvised.
- 04
Kick-off and first implementation phase
Iterative delivery along the prioritised user stories. A demo-ready state after every iteration.
- 05
Functional testing
On our side we test every function in isolation and in interaction. What reaches you has already been through two test rounds.
- 06
Joint testing (user acceptance test)
Real-operation simulation with the people who'll actually use it. Real cases, edge cases, feedback loop.
- 07
Sign-off
Written approval against the criteria defined in discovery. A clear line between project and live operation.
- 08
Rollout preparation
Training materials, documentation, train-the-trainer. Data migration as a dry run before it goes live.
- 09
Rollout
Go-live with a defined cutover plan, rollback option, dedicated contact person. No one alone in front of a screen.
- 10
Hypercare
Increased availability after go-live. Tickets handled with priority, small adjustments made fast.
- 11
Improvement phase
Continuity lies in change. A system that isn't continuously improved gets replaced in the end. We stay with it, together with you.
What comes before
Before we draw processes, we clarify requirements and the target picture. That's discovery.
More on the discovery workshopDiscuss a process mapping slot
30 minutes is enough to see if it fits and how many processes make sense initially for you.
Or send a note to info@crm-concept.de