Tools & Techniques
There are several methods for analyzing and presenting
several modeling techniques used to pictorially represent a
process. The questions you need answered will determine which methods
and techniques to
use. A couple process analysis approaches we find useful are
use case analysis and workflow analysis.
- Use case analysis is useful for
illustrating what a system should provide to the user.
A user may be a person or another system.
Example of a Use Case (Source)
- Workflow analysis is useful for
creating a view of the business workflow. If your effort involves process
improvement or automation, this approach to analysis can help you identify
business activities, systems, and inputs/outputs
related to a business
Example of a Work flow Diagram (Source)
|Information Policy Development
|Information policy can cover a broad range of
topics, each fulfilling different business needs.
Information policy may address legal requirements or
operational business requirements. Developing
information policy is a big job, and should be managed
as a business project. There is a logical process for
developing an information policy program. The following
resources should provide some insight on building an
information policy development process, policies, and
standards for your organization.
A note on use of "industry standard"
policies: Several standards or policy templates are
available from various organizations, but wouldn't
necessarily work for your organization. These
standards and templates provide an excellent
starting point to create policy that fits your
organization's culture and business needs.
We don't believe in recreating the wheel, and we
also don't believe that one size fits all.
Management Institute (PMI)
An internationally recognized resource for standards,
certifications, research, and the list goes on. PMI’s project
management standard is Project Management Body of Knowledge (PMBOK),
which has been recognized by ANSI, IEEE, and ISO.
Analysis (CBA) template
A simple spreadsheet that assists you in analysis of a
project's estimated costs versus benefits over a five-year
period. This spreadsheet performs break-even analysis, and
calculates discount rate, IRR, and net present value.
Microsoft Excel is required.