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Process Mapping & Improvement

There are many important reasons to map a process. Process mapping reveals opportunities to use Lean or Six Sigma to streamline operations. Process mapping is also the vital first step for mission-critical technology transformations. Whether your goal is improvement or transformation, there is no better resource to guide your team than Orion.


Enterprise Process Blueprint

Your organization is comprised of hundreds, if not thousands, of processes. Many are interdependent when it comes to delivering value to your stakeholders. An enterprise process blueprint identifies an organization’s core process flows and demonstrates how the different types of processes (value-creating, support, asset-creating, management) fit together. It is the first step in establishing organization-wide business process governance. Orion will work with your executives and operational leaders to develop a model that is unique to your enterprise.

Click here for more information on Orion’s approach to enterprise process redesign.

As-Is Documentation and Analysis

Find hidden opportunities

At almost every organization, there is a significant gap between the way management thinks processes are executed and what really happens on the front line. Some of this is due to natural variation among people. More significantly, exceptions, workarounds, special customer needs and perceived regulatory requirements cause process steps to be added over time. As-Is documentation enables an organization to see the opportunities to:

  • Reduce complexity and standardize best practices
  • Eliminate the root causes of exceptions and workarounds
  • Incorporate organic innovations and value-added customer services
  • Determine if performance goals can be met via improvement or if redesign/reengineering is required

Orion will work with your process performers and subject matter experts to document how work if truly performed; analyze cost, quality and cycle time; identify upstream pulse points, and define charter process improvement and/or reengineering initiatives.

Click here for more information on Orion’s approach to business process documentation.

Compliance and Risk Control

Many organizations must maintain documentation to assure operations consistently comply with government regulations (FDA, Sarbanes-Oxley) or international standards (ISO). Even non-regulated firms need standardized processes that consistently deliver high quality and reduce security or financial risks. Orion can help your organization create clear, easy-to-use process documentation that will identify critical control points and satisfy your regulatory regulations.

System Mapping

Understanding the Big Picture First

Whether an initiative is classic performance improvement or technology modernization, it is tempting to dive right in, get under the hood and get to work building the solution. Unfortunately, that approach often leads to more efficient “garbage-in, garbage-out” and other fundamental flaws that undermine project potential. A systems thinking approach helps you see the big picture, clarify priorities and understand the dependencies that can assure maximum ROI from your team’s effort. Orion will facilitate the creation of a project-guiding system map. This map can illustrate a single key process or your entire enterprise.

Business Process Redesign

Whether you call it reengineering, transformation or creative destruction, optimizing enterprise-wide performance requires the rethinking and redesign of the value-creating processes that cross your organizational silos. Automation efforts that introduce change on a function-by-function basis sub-optimize efficiency and value creation. Orion has long been recognized as a leader in process documentation, assessment, streamlining and innovation.

More than just technical experts, our consultants utilize a facilitative approach that not only delivers innovative process designs but also yields internal business process expertise. Indeed, the in-house experts we train enable BPM self-sufficiency and often become the future leaders of your organization. Partnering with Orion can positively impact your organization for decades.

Click here for more information on Orion’s approach to business process improvement and redesign.

Process Knowledge Retention/Management

Every major process requires “process wisdom”: Nuances, exceptions, and subtleties that enable experienced team members to avoid mistakes and/or deliver service that is above and beyond customer expectations. This wisdom is generally learned on the job and rarely passed on from generation to generation. Orion can help you make business process wisdom a sustainable asset that assures higher levels of performance, less disruption from turnover, and a culture of knowledge-sharing.

Click here for more information on Orion’s approach to knowledge retention and management.

Professional Development Options

Mastering process mapping as a business skill goes far beyond learning flowchart shapes and connectors.  Orion’s experienced instructors teach you how to use a toolbox of techniques to capture business wisdom, optimize resources, and maximize value creation for the customer. Orion’s seminar, taught nationwide since 1994, is the de facto standard of the industry.  We offer a comprehensive classroom experience, a concise online module and customized training for your team.

Process Mapping and Systems Thinking Seminar

How to Streamline and Reengineer Business Processes

In two days (or four half-days), this practical, how-to-do-it seminar will arm you with the knowledge you need to analyze the way your organization really operates, to identify opportunities for dramatic improvement and to implement process changes that will have an immediate impact on quality, customer service, productivity and the bottom line. Available as live as an in-person, virtual or customized workshop.

Essentials of Process Mapping Webinar

In two hours, this interactive, self-paced module will show you how to use the three most common charts to document, communicate and analyze business processes.

The content from this course is curated from Orion’s renowned Process Mapping, Modeling and Analysis seminar.  Your virtual instructor is Robert Boehringer. Estimated run time: 1-hour presentation only; up to 2 hours with included exercises.

These skills can also be delivered as a consulting engagement applied to real projects. For more information, email  or call her at (800) 510-2117.

The Wisdom of Bob:

Perspectives from Orion’s Practice Leader

Why Map a Process?: DRIVE

Design vs. Deployment Failures

System Map Essentials

Why Handoffs Fail

Treating Symptoms vs. Finding Solutions

Feedback & Feedforward Loops

Cost of Bad Inputs

Baby Boomer Brain Drain

Process Maps are the language of your business. They explain how value is created, reveal opportunities for improvement, and bring the potential of IT to life.

Unparalleled Real-World Experience

More than 30,000 professionals from private and public sector organizations have completed Orion’s Process Mapping seminar in the last two decades.  Our experience goes far beyond the classroom.  Below are just some of the clients for whom Orion has provided process mapping consulting, coaching, analysis and facilitation. No team of experts in the United States has helped more organizations in more industries leverage process mapping to achieve performance excellence.

Business Services

Acxiom (Data)
Chemtrade Logistics
ClientLogic (Call Centers)
Control Solutions (Auditing)
DGI Supply
Flint Energy (Logistics)
Louisiana Offshore Oil Port (Transportation)
NYK Line (Cargo)
Terremark (Data Centers)
Visa International
Weichert Workforce Mobility

Manufacturing (General)

American Biltrite
BAE Systems
Becton Dickinson & Company
Formosa Plastics
Harris Corporation
JLG Industries
KLA Tencor
Philip Morris
Reynolds American

Pharma and Petrochemical

Aventis Pasteur
Glaxo Wellcome
Hoffmann-La Roche
Marathon Ashland Petroleum
Shell Caribbean

Utilities (Energy and Phone)

AT&T Mobility
Bell South
Bonneville Power Administration
Colorado Springs Utilities
Consolidated Edison (ConEd)
Consumers Energy
Duke Energy
Hawaiian Telecom
Metropolitan Water Dist of So. Cal.
Pacific Bell
Santa Clara Water District
Santee Cooper
Southern California Edison

Consumer Services and Retail

AAA (Automobile Club)
AT&T Mobility
B&H Photo (Retail)
Carlson Hospitality (Radisson Hotel)
Coca-Cola (Distribution)
Gate Petroleum (Retail)
K. Hovnanian (Home Construction)
Kal Tire (Retail)
Kohl’s (Retail)
L’Oreal (Cosmetics)
Target (Retail)
Timex (Watches)
Tori Richard, Ltd. (Clothing)


Atlanta Public Schools
California State University System
Case Western Reserve University
Dallas Independent School District
Michigan State University
Princeton University
Schoolcraft College
University of California Davis
University of Delaware
University of North Carolina Charlotte
University of Pennsylvania

Financial Services

Affinity Federal Credit Union
American Funds
Berkley Mid-Atlantic Group
Capital One
Consumers Credit Union
Delaware Pensions
Farmers Insurance
Federal Reserve Bank of New York
First American Title Insurance
The Hartford Insurance
Hawaii Medical Service Assoc.
Indiana Public Retirement System
National Rural Utilities CFC
Ohio Public Employees Retirement System
Optima Health
San Antonio Federal Credit Union
State Farm Insurance
State of Wisconsin Investment Board
Technology Credit Union

Government and Not-For-Profit

American Automobile Association
American Cancer Society
American Petroleum Institute
American Red Cross
Chatham County, GA
City of Austin, TX
City of Rochester Hills, MI
Cleveland Water
County of San Mateo, California
Dakota County
Delaware Pensions
Delaware River Port Authority
Denver International Airport
Fairfax County, VA
Hillsborough County, FL
Indiana Public Retirement System
Johnson County Sheriff’s Office
Judicial Council of California
Kids Central
Metropolitan Water Dist of So. Cal.
Midwest Forensics Resource Center
Neighborhood Centers
Ohio Public Employees Retirement System
Orange County, California
Prince William County, VA
Santa Clara Water District
San Diego County, CA
SWF Water Management District
State of Michigan
– Dept. of Family Services
State of Hawaii
– Dept. of Taxation & Labor
State of Michigan
– Office of Retirement Systems
– State Police
State of New Jersey
– Dept. of Treasury
State of Texas
– Council on Workforce and Economic Competitiveness
– Dept. of Agriculture
– Dept. of Insurance
– Dept. of Public Safety
State of Wisconsin Investment Board
Travis County (TX)
U.S. Coast Guard


Children’s Medical Center (Dallas)
Michigan Public Health Institute
Shands Hospital
Texas Children’s Hospital

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Call Orion at (800) 510-2117. Let’s explore how you can leverage Orion’s expertise to achieve your goals.

Process Mapping Tips

From the Modern Analyst article 10 Tips for Business Process Mapping.

Mapping Tip #1

Start with the Big Picture in mind!
Use the system map to consider the best future state…

Mapping Tip #4

Look Before You Leap!
Don’t race for the high-tech solution without understanding why…

Mapping Tip #9

Validate and Socialize
Make sure the flow is accurate and that you have buy-in…

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