Process Design Document

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              PROCESS DESIGN DOCUMENT

 Version:
 Date:

 Purpose

 This document details the fully Integrated & consolidated design of the Business processes defined &
 agreed within the Detailed Design workshops, as part of the Design Phase of work. This document is
 supported by the completed Business process maps and provides the information to describe how the
 complete end-to-end processes will operate. It also contains any supporting information that was captured
 during the Detailed Design workshops consolidated into this single document.

 The content of this document will provide information for the completion of the Common Design Report.
 This document provides an integrated & accurate record of agreements made during the Detailed Design
 workshops.

 By signing this document the signatories below are confirming their acceptance of the detail
 contained within this document, including the Scope of the design work, it’s boundaries and the
 overall integrated Process Model for the named Business Process.

                                               APPROVALS
                                 (as agreed within the Product Quality Plan)


 Role:                  Name:
                                                      Signature and Date



 Role:                  Name:

                                                      Signature and Date



 Role:                  Name:

                                                      Signature and Date




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CHANGE HISTORY

 Version no.      Date              Description   Author




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Contents
1.      INTRODUCTION ......................................................................................................................................... 4
     1.1        SCOPE .................................................................................................................................................. 4
     1.2        PROCESS DIAGRAM ............................................................................................................................... 4
2.      PROCESS DESCRIPTION ......................................................................................................................... 5
     2.1        END-TO-END PROCESS DESCRIPTION ..................................................................................................... 5
     2.2        DECISION PAPERS ................................................................................................................................. 5
3.      PROCESS INTEGRATION POINTS .......................................................................................................... 6
     3.1        IN-PROGRAMME INTEGRATION POINTS.................................................................................................... 6
     3.2        EXTERNAL INTEGRATION POINTS ............................................................................................................ 6
4.      PROCESS MEASURES ............................................................................................................................. 7
     4.1        BUSINESS KEY PERFORMANCE INDICATORS (KPI’S) ................................................................................ 7
     4.2        BUSINESS PROCESS INDICATORS (PI’S) .................................................................................................. 7
     4.3        SERVICE LEVEL AGREEMENTS (SLA’S) ................................................................................................... 8
5.      POLICIES AND PROCEDURES ................................................................................................................ 9

6.      BENEFITS ................................................................................................................................................. 10
     6.1        BENEFITS DETAILS............................................................................................................................... 10
7.      ORGANISATION REQUIREMENTS ........................................................................................................ 11
     7.1        CONSTRAINTS & BUSINESS REQUIREMENTS FOR ORGANISATION DESIGN............................................... 11
8.      SUPPORTING SYSTEMS REQUIREMENTS .......................................................................................... 12
     8.1        HARDWARE REQUIREMENTS................................................................................................................. 12
     8.2        APPLICATION REQUIREMENTS .............................................................................................................. 12
     8.3        DEVELOPMENT REQUIREMENTS............................................................................................................ 12
     8.4        TECHNICAL SERVICE LEVEL REQUIREMENTS ......................................................................................... 12
9.      DATA & MANAGEMENT INFORMATION REQUIREMENTS ................................................................. 13
     9.1        DATA REQUIREMENTS .......................................................................................................................... 13
     9.2        MANAGEMENT INFORMATION REQUIREMENTS ....................................................................................... 13
10.         PROPERTY & FACILITIES REQUIREMENTS .................................................................................... 14
     10.1       PROPERTY REQUIREMENTS.................................................................................................................. 14
     10.2       FACILITIES REQUIREMENTS .................................................................................................................. 14
11.         BUSINESS IMPACTS OF DETAILED DESIGN ................................................................................... 16

12.         IDEAS PARK/CAPTURED ISSUES/COMMENTS ............................................................................... 17

13.         INDIVIDUALS CONSULTED DURING DETAILED DESIGN WORKSHOP SESSIONS .................... 18

14.         APPENDICES ....................................................................................................................................... 19
     APPENDIX I: PROCESS MAP DIAGRAMS ............................................................................................................. 19
     APPENDIX II: .................................................................................................................................................... 19
     APPENDIX III: ................................................................................................................................................... 19
     APPENDIX IV: ................................................................................................................................................... 19




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1. Introduction
1.1 Scope
Describe the scope of this Business Process Detailed Design.


           What services does it cover?


           What are the boundaries of the Detailed Design?


1.2 Process Diagram
Detail below all Process maps to which this Process Design document refers, add in additional rows to the
table where required:

Process Map Ref. No.          Process Map Description                                             Version
                                                                                                   No.


e.g., SB-CF-A12-0001          Customer Query                                                    1.0




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2. Process Description


2.1 End-to-end Process Description
Provide a brief end-to-end description for each of the fully integrated Business Processes covered by this
Document. (In most cases this will be one single end-to-end process made up of a number of Sub-Processes)
Include as a minimum:

       Its purpose – why does this process exist?


       What are the key differences of the new processes from the current ways of working?


       Process scenarios – include listing of scenarios for which this process is applicable


       Any process variants – why these were required


       Its business triggers – what will trigger off this process within the business area?




2.2 Decision Papers
Cross-reference here any decision papers that were required to support the process


Decision Paper Title Reference       Decision Paper Title




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3. Process Integration Points
3.1 In-Programme Integration Points
Detail here, where relevant, any Integration points with processes contained internally within this Programme.
These should also be entered onto the Programme Integration Log on the approved repository:


Activity Ref. No.     Integration with Work-       Input from                    Output To
                      stream/Process
                                                   (Provide Input details,       (Provide Output details,
                                                   including source process)     including target process)




3.2 External Integration Points
Detail here, where relevant, any Integration points with processes contained within other BT Programmes or
other Business Areas that are external to this Programme. These should also be entered onto the
Programme Integration Log on the approved repository:


Activity Ref. No.     Integration with Work-       Input from                    Output To
                      stream/Business
                      Transformation               (Provide Input details,       (Provide Output details,
                      Programme/Process            including source process)     including target process)




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4. Process Measures
4.1 Business Key Performance Indicators (KPI’s)
List the Key Performance Indicators that will be used to monitor the performance of the overall Business
Areas defined within the scope of this Business Process.

(This information will feed into the Process Measures Matrix where a greater level of detail on the KPIs and
PIs will be defined)


Process Map       Key Performance Indicator        KPI Type & Description
Ref. No.




4.2 Business Process Indicators (PI’s)
Briefly describe the Business Process Indicators that will be used to monitor the performance of this individual
Business process. These should relate to the overall Business or Business Area KPIs in 3.1. , above.

(Full detail of these PI’s as defined within the Process Measures Document and how they relate to the
processes in the Process Measures Matrix should be detailed in Appendix i)


Process Map       Performance Indicator                                   Supporting KPI
Ref. No.




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4.3 Service Level Agreements (SLA’s)
Briefly describe any Service Level Agreements that will be used to manage the performance of this individual
Business process. These should relate to the overall Business or Business Area KPIs in 3.1. ,above.


SLA Ref. No.      Process/External Process/Third Party Supplier        SLA Description




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5. Policies and Procedures
Detail here, where relevant:


   Any current Business-wide Policies, Standards, Codes of Practice or Guidance Notes that may impact the
    design


   Any current Business Procedures that may impact the design


   Any policies and procedures that will need to be created or updated as a consequence of the design


Type of Document               Document Description (Include nature of change)       New/Updated/Deleted
(Policy, Standard
  or Procedure)




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6. Benefits
6.1 Benefits Details
List here the Benefits that are relevant to this process, as well as any other benefits associated with this
process, indicating whether or not they featured in the original full business case. Include all expected
benefits, whether or not they will feature in the revised business case and any additionally identified benefits.


Benefit Name (if any)         Benefits to be Achieved by this Process                      Did this feature in the
                                                                                            Full Business Case
                                                                                                    (Y/N)




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7. Organisation Requirements
This section is to be completed as a SUMMARY & consolidated view of any KEY POINTS relating to the
Organisation Design, captured during the Physical design process. This should NOT contain the detailed
Organisation Design, but purely the key points captured within the Physical Design workshops.

The detail of the Organisation Design will be captured in Organisation Design section of the Design
Blueprint Document


7.1 Constraints & Business Requirements for Organisation Design
Where applicable, briefly describe any specific constraints & requirements relating to this Business process
that will need to be applied to the Organisation Design.

e.g.:


   Separation of duties


   Complexity of tasks, (Requiring supervision)


   Specific skills requirements




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8. Supporting Systems Requirements
This section is to be completed as a SUMMARY & consolidated view of any KEY POINTS relating to
Business Requirements or specific Technical requirements for any Strategic or Supporting Systems, captured
during the Detailed design process. This should NOT contain the detailed Technical Design, but purely the
key points captured within the Detailed Design workshops.

The detail of the Technical Design will be captured in detail within the Technical sections of the
Design Blueprint Document


8.1 Hardware Requirements
List here any potential Hardware requirements that will or may be required to support the overall newly
designed Business Process.


Process      Hardware Requirement                  Reason for Requirement (Core, support)
Map Ref.




8.2 Application Requirements
List here any potential Application requirements that will or may be required to support the overall newly
designed Business Process.


Process      Hardware Requirement                  Reason for Requirement (Core, support)
Map Ref.




8.3 Development Requirements
List here, where relevant, any potential development requirements that will be or may be required to support
this newly designed Business Process. E.g. Bespoke reports/forms etc


Process      Development Requirement         Potential/Firm         Reason for Requirement
Map Ref.




8.4 Technical Service Level Requirements
Describe here, where relevant, any Technical Service Level requirements that will be or may be required to
support the newly designed Business Process.


Process Map Ref.       Service Level         Covering which         Reason for Requirement
                       Requirement           Solution




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9. Data & Management Information Requirements
This section is to be completed as a SUMMARY & consolidated view of any KEY POINTS relating to
Business Requirements for data & Information Management captured during the Physical design process.
This should NOT contain the detailed Data & Information Design, but purely the key points captured within the
Detailed Design workshops.

The detail of the Data & Information Design will be captured in detail within the Technology & Data
section of the Design Blueprint Document

List here the data & Management Information, (Reporting), requirements that have been defined during the
Design workshop. Add additional rows where required.

Additional information that may be considered at this stage:

              Data protection                                          Data Warehousing requirements

              Data quality                                             Data Migration

              Data integrity                                           Volumetrics

              Data retention periods                                   Data support requirements



9.1 Data Requirements

Process       Data Description          Entity/Type   Source        Target       Business           State of
Map                                                                              Owner              Data (If
Ref.                                                                                                known)
                                                                                                    Good,
                                                                                                    Average,
                                                                                                    Poor




9.2 Management Information Requirements

Process       Reporting Requirement     Frequency              Data Source   Format (e.g. tables,
Ref.                                    Requirement                          word doc, e-mail)




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10. Property & Facilities Requirements
This section is to be completed IF any such information has been identified during the Detailed design
process. If none has been captured, then enter the following comment "No relevant information was captured
during Detailed Design for this process".

The detail of the Property & Facilities Design will be captured in detail within the Property Brief
Document


10.1 Property Requirements
Describe here, where relevant, any property requirements that will be or may be required to support the newly
designed Business Process.


10.2 Facilities Requirements
Describe here, where relevant, any facilities requirements that will be or may be required to support the newly
designed Business Process.




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11. Business Impacts of Detailed Design
List any Business impacts that have been identified during the Design Workshop of this Business Process. A
full Physical Design Change Impact Assessment will be undertaken later in the Detailed Design Stage of the
Programme Life-cycle. (If no Impacts identified enter N/A)

Potential Business           Business Areas likely to   Description of Impact    Scale of Impact (H/M/L)
Impact                       be Impacted




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12. Ideas Park/Captured Issues/Comments
Detail here, where relevant:


   Any Car Park issues identified that could not be discussed within the Workshop sessions, but need to be
    addressed


   Captured Issues that were discussed and any outcomes from these discussions.


   Additional comments or concerns expressed about the completed Detailed Design or the end-to-end
    Business Process itself.




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13. Individuals Consulted during Detailed Design Workshop Sessions


Name                     Function/Title & Business Area   Validation (Y/N)   Confirmation (Y/N)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
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16.
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21.
22.
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24.
25.
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30.
31.
32.
33.
34.
35.
36.




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14. Appendices


Appendix i: Process Map Diagrams
Describe here, where relevant, any property requirements that will be or may be required to support the newly
designed Business Process.


Appendix ii:


Appendix iii:


Appendix iv:




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