Capstone Operational/Business Process Review

It is not always possible and sometimes not necessary to spend the amount of time or money needed to perform a detailed analysis of a company's business processes and technology strategy. However, a Capstone overview of the organization's operations may help management select high impact areas for improvement. Such a review can result in cost savings, business improvement, and/or better customer service.

What is a Capstone Review?
A Capstone Review is a limited on-site assessment of selected business processes, information flows and associated technology. The method is a quick look at how the business processes and technology are aligned with the organization's objectives.

How you Benefit
The review offers the ability to see if:

• Compliance exist with your organizational strategy, objectives, policies and procedures, and processes.
• Technology is being used to reduce cost and improve sales.
• Business processes can be streamlined providing opportunities for profit improvement, revenue enhancement, cost reduction or containment, and improved customer service.
• Possible further action can be taken to align business processes, technology and top level strategy.

Our Approach
After a half day meeting with top management and key employees, we will discuss our findings with management and jointly decide which business process and/or operational area has the most potential for improvement. After the business process and/or operational area is agreed upon, we will:

• Review policy and procedural documents and manuals.
• Review available statistics and metrics.
• Interview additional key employees.
• Select a representative small number of transactions and follow the transactions through the manual and automated processes.
• Review and identify how technology is conceptually and actually used to support the process.
• Present findings and recommendations to management.

Deliverables
Provide a diagnostic report of findings including:

• A high-level map of the process reviewed.
• Identification of issues and opportunities for improvement and/or further investigation. The opportunities could range from improving inefficiencies, streamlining a business process, improving revenues, improving management information and enhancing customer service.
• High-level observations and recommendations for change as related to area being reviewed.