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Process mapping workbook
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Process mapping workbook
Process mapping workbook
Introduction
Brainstorming
Exercise 1 - Identify a process
Exercise 2 - Make your roster
Exercise 3 - Add tasks
Exercise 4 - User stories
Sequencing
Exercise 5 - Create a timeline
Inputs and outputs
Exercise 6 - Task deep dive
Transitions
Exercise 7 - Methods and triggers
Reporting
Exercise 8 - Required reports
Quality check
Exercise 9 - QA data
Checkpoint
Process Summary
Access and security
Exercise 10- Data permissions
Tooling
Exercise 11- Design a solution
Next steps
Config
Base tables
Special views
Final summary template
Prelim summary template
Step only summary template
Archive
Next steps Jeremy
Brainstorming
Exercise 4 - User stories
Instructions
This activity puts you in the shoes of
a single role, displaying all the tasks that role does for
[ ]
. Using the green navigation buttons, examine each role and consider if you’ve added all the tasks that role does.
Use the “add task” modal to add any tasks you’ve forgotten.
If you’ve forgotten a role, head back to the
Exercise 2 - Make your roster
exercise.
See an example
Watch a demo
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Previous
[
]
Next
[
]
of
0
What a does in
Forget a task for the
[
]
?
Add task:
Next:
Sequencing
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