Anatomy of a process mapping workshop

Many tools are in use for representing and analyzing business processes, but little information is available on how these tools are used in practice by process design teams. This paper analyzes one process mapping workshop in detail. Over three days, two facilitators and five representatives of the organization and business functions redesigned the core auto insurance business at a mid‐size Swiss insurance company. The mapping tool used during the session was IDEF0. The purpose of this paper is to share our experiences in using IDEF0 in the workshop setting. In addition to a narrative description of the workshop, we offer our observations on how such workshops can be conducted effectively and on the strengths and weaknesses of IDEF0 in this context. The final business process map did not emerge from a logical, linear development process. Rather, the workshop was characterized by constant refinement and development of an existing structure, punctuated by an occasional radical idea that forced the group to throw out the current process and start over. The hierarchical approach of IDEF0 proved critical in keeping the group focused on its task of abstracting the essence of the process itself from the details of current practice. The mapping tool proved to be less convenient for representing a sequence of events in time, multiple cases, and conditional flows of work.