Process Mapping

Here, you can find out the importance of Process Mapping, and what you need to consider during your implementation.

What is Process Mapping?

The purpose of the Process Mapping period is to align your processes to your accessplanit platform so that you already know how your platform is going to function with your key processes.

Process mapping is crucial to your success with using the platform. Understanding your current processes and what you need the platform to do at each stage of the process not only helps us immensely whilst building the platform and during your training, but also for you when ensuring the platform is doing what you need and moving forwards when optimising and adopting the platform.

Process mapping can take different forms from a fully developed process flow to a simple list of inputs and outputs like below.

Defining your processes

Every business’ processes are unique, so it is difficult for us to outline exactly what you should include within your process mapping phase.

The key is to consider each task that your administrators, managers and learners need to complete within the platform, when should they complete this task, and what are the inputs and outputs required?

Here are a few examples:

1. A delegate makes a request for a course which requires authorisation by their manager
   1. A booking confirmation email should send to the delegate
   2. An email should send to the delegates manager making them aware that they need to review the request
2. An Administrator needs to generate Invoices weekly. They need to find the bookings that require Invoices, generate and check them,  and when they have been committed an email needs to send to the Invoice targets.
3. An Administrator needs to process a course booking for an in-house, bespoke event for a client. They need to be able to to log who the client is, what course they are booking, how much the course is going to cost, who the Trainer is, and how many people will be attending. Once the booking is made, the client key contact should receive a booking confirmation.
4. A course date has been moved by an administrator
   1. An email should send to the delegate informing them of the new course date
   2. An email should send to the Trainer and Venue, informing them of the new course date
   3. The administrator should log a note against the course date noting the reason for the change

 Once you have defined your processes, work through your platform to see if the inputs and outputs are reflected as you would expect.

 Here are a few common processes to consider: