Business Process Discovery Workshop

Ask yourself a very simple question:


Consider our business process discovery workshop:


Business Process Discovery Workshop is a highly interactive three-phase workshop model. Discovery workshops focus on the creation of the next generation of processes that will drive your business. The processes we create are based on both data and analytical insights which are used to create processes which are tailor–made to fit your business model.

Phase I

This first phase is used to collect data about your business, personnel, and your existing processes, as well as the short and long–term goals for the business.

Phase II

This phase includes the facilitation of a workshop to help define and build–out the new or enhanced business process that will be used in the future.

Phase III

The final phase includes the presentation of the findings from phase I and the business processes created during phase II.


  • Live interviews of the stakeholders in the initiative.
  • Preparation and facilitation of workshop by senior consultant.
  • Workshop summary report of pre-study, workshop, and post-analysis phases.
  • Business process redefinition with activities list.
  • Education of best practices when working with clients and prospects in a connected world.

Workshop Agenda

The actual workshop will be in the following format:

Day 1: Business process review

  • Existing sales process
  • Prospecting
  • Client On–Boarding and follow–through
  • Marketing discussions

Day 2: Business process redefinition

  • New prospecting solutions
  • New sales process
  • Client On–Boarding and follow–through
  • Marketing in today’s socially–connected environment
  • Key activities
  • List of personnel and their job function

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