Business Process Consulting Toolkit

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Lead Business Process analyzing works closely with the operations leadership team to help execute on strategy by optimizing and designing new lead business workflows streamlining, reengineering, and taking on existing lead Business Processes and providing support to the operation.

More Uses of the Business Process Consulting Toolkit:

  • Identify and prioritize key areas of the business where robotic and intelligent automation solutions can drive significant business benefit.

  • Collect information by engaging in dialogue with staff, reviewing databases, and interpreting reports.

  • Make sure that your team develops and maintains productive customer, staff, and management relationships through individual contacts and group meetings.

  • Ensure your organization collects information by engaging in dialogue with staff, reviewing databases, and interpreting reports.

  • Ensure you execute; understand and utilize standard processes for Project Management, Quality Management, and Risk Management.

  • Manage work with client to develop strategy and governance for the broader organizational intelligent automation program and goals.

  • Warrant that your corporation approaches work, interactions, and relationships in a manner consistent with your organizations Core Values.

  • Make sure that your design acts as a Change Management advocate and trusted resource providing guidance to the leadership team.

  • Manage to successfully drive Process Improvement efforts for Enterprise Technology Services to achieve significant financial, operational, Customer Satisfaction, and/or employee satisfaction impact.

  • Provide timely and consistent follow through with customers from initial contact; the purchase and financing process, through all closing and post closing activities.

  • Perform routine procedures and transactions for assigned portfolio as part of the overall contracting to collections process.

  • Create Business Case decision models and customer financial models and execute Process Mapping to optimize clients operational productivity, forecasting, and budgeting processes.

  • Warrant that your planning maintains the highest Compliance standards by adhering to your organizations Human Resources guidelines, Compliance Policies and Procedures, professional designation standards, and industrys regulatory standards to Mitigate Risk to your organization.

  • Identify and implement improvements to project intake and Portfolio management process, procedures, and tools.

  • Confirm your venture complies; focus on your organization process first, technology second mentality, ensuring Business Process Consulting is woven into the fabric of projects.

  • Manage work with the Six Sigma leadership to mature Portfolio management and governance of the enterprise Six Sigma portfolio.

  • Ensure you control; lead research and analysis to measure and articulate the value of organizational activities, programs, and investments and provide actionable using methodologies to measure, govern, and evaluate performance.

  • Lead the propagation of Six Sigma knowledge across the business unit through the delivery of Green Belt training and other informal sessions.

  • Develop dashboards and visualizations tool to measure project progress and Resource Planning.

  • Provide Business Process Consulting around best practices of your clients inventory, Supply Chain, and Order Management needs.

  • Develop and maintain an engaged and accountable workforce and a fair and equitable working environment.

  • Prepare budgets and forecasts to project and track financial metrics as revenue, expense, etc.

  • Meet project timelines to manage realization of project benefits and maintain downstream effect on project funnel.

  • Create account processes to manage account profitability, budgeting, forecasting, and pricing.

  • Facilitate project backlog refinement and prioritization to ensure alignment with business owners.

  • Develop and maintain detailed project Work Plans, completing all deliverables on time and in scope.

  • Serve as integrators between Business Needs and technology solutions, helping to create technology enabled solutions to meet clients Business Needs.

  • Be accountable for packaging accelerators, customizing tools for project specific needs, coordinating with organization SMEs, etc.

  • Be certain that your design complies; processes monthly and quarterly billing, generates invoices, and maintains updated Client Income Projection report in a timely and accurate manner.

  • Warrant that your venture complies; monitors and communicates the results of Process Improvement projects/ initiatives to management and the Executive leadership Team.


Save time, empower your teams and effectively upgrade your processes with access to this practical Business Process Consulting Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Business Process Consulting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Business Process Consulting specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Process Consulting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Business Process Consulting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you deal with Business Process Consulting changes?

  2. What are the disruptive Business Process Consulting technologies that enable your organization to radically change your Business Processes?

  3. Is any Business Process Consulting documentation required?

  4. How do you measure efficient delivery of Business Process Consulting services?

  5. What prevents you from making the changes you know will make you a more effective Business Process Consulting leader?

  6. Can you adapt and adjust to changing Business Process Consulting situations?

  7. Is the Business Process Consulting solution sustainable?

  8. Was a Business Case (cost/benefit) developed?

  9. What to do with the results or outcomes of measurements?

  10. How do you make it meaningful in connecting Business Process Consulting with what users do day-to-day?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Business Process Consulting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Business Process Consulting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Business Process Consulting Self-Assessment and Scorecard you will develop a clear picture of which Business Process Consulting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Business Process Consulting Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Business Process Consulting projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Process Consulting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Business Process Consulting project team have enough people to execute the Business Process Consulting project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Process Consulting project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Business Process Consulting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Business Process Consulting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Business Process Consulting project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Business Process Consulting project with this in-depth Business Process Consulting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Process Consulting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Business Process Consulting and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Business Process Consulting investments work better.

This Business Process Consulting All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.