Business Process Management

Optimize the System. Amplify your Results.

Engineer the workflows that make your business unstoppable – so it runs like it was built on purpose.

In a world defined by rising customer expectations, rapid technological change, and unrelenting pressure on execution, the companies that outperform are those that build repeatable, intelligent, and adaptive systems—systems that make work flow, teams align, and strategy come alive through disciplined operations.

This is not a technical process-mapping class. This is enterprise-level operating design.

The Business Process Management & Optimization Workshop gives leaders the structures, tools, and strategic clarity to design a business that runs with intention, quality, and speed. Instead of firefighting, functional silos, or hero-driven effort, leaders learn to architect processes that create consistency, capacity, and competitive advantage.

A strategic, hands-on program that blends systems thinking, operational discipline, decision architecture, and modern digital enablement to create processes that actually work in real business environments—and continue to work as the company grows.

Through an immersive, end-to-end learning experience, leaders gain mastery in:

  • What truly drives performance—and what quietly erodes it

  • How to design workflows that reduce complexity, accelerate throughput, and eliminate unnecessary effort

  • How to align roles, decisions, and accountabilities so execution becomes predictable

  • How to diagnose breakdowns using a repeatable, executive-friendly analysis framework

  • How to build customer-centric processes that enhance value, reliability, and experience

  • How to evaluate automation, workflow tools, and AI as strategic enablers—without overengineering

  • How to create a governance and continuous-improvement system that sustains operational excellence

Leaders leave with a new way of seeing their business—not as a set of functions, but as an integrated flow of value that can be measured, optimized, and scaled.

 

This is the workshop for business leaders who want:

  • A business that runs with clarity, discipline, and flow

  • Processes that reduce friction, eliminate rework, and unlock capacity

  • Stronger cross-functional alignment and fewer “execution gaps”

  • A roadmap for modernization without adding unnecessary complexity

  • A scalable operating model that supports growth instead of restricting it.

 

By the end of the program, you will have:

  • A fully mapped and diagnosed critical business process

  • A Value Stream Optimization Plan

  • A Process KPI + Governance Framework

  • A Digital/Automation Enablement Assessment

  • A 30/60/90 Implementation Roadmap for measurable performance improvement

  • A future-state operating model blueprint aligned to strategic priorities


This is applied operational transformation, built on real-world practices used by organizations that consistently execute at the highest levels.

You walk out with a clear blueprint, a shared language for execution, and a set of immediately implementable improvements that drive efficiency, quality, speed, and customer value, starting the very next day.

Who It's For

Leaders and managers who are responsible for profitability, operational performance, and strategic growth.

It is ideal for P&L owners and process champions looking to lead change without disruption. Specifically it is for:

What You Will Experience

This is a highly interactive, hands-on journey where you will map, diagnose, and redesign real processes from your business using executive-friendly tools and guided facilitation.

You’ll work through live simulations, cross-functional exercises, and rapid-cycle improvement labs that reveal inefficiencies, clarify decision rights, and strengthen alignment. By the end, you’ll not only understand world-class process design—you’ll have built it.

Immediate Application

The workshop is highly experiential, blending:

  • Strategic discussion and executive insights
  • Hands-on diagnostic work and team exercises
  • Financial simulations of operational bottlenecks and pricing scenarios
  • Practical exercises, case studies, and role-play for real-world application and communicating the changes needed to optimize financial health of your business

In this program, you will:

Immersive & Iconic
Locations

Eugene, Oregon

Portland, Oregon

Seattle, WA

San Francisco, CA

Denver, CO

What's Included

This workshop equips leaders with a powerful suite of practical, executive-friendly tools designed to diagnose, redesign, and elevate operational performance. Your top tools include:

  • End-to-End Value Stream Architecture Framework

  • Execution Gap Detection 

  • Executive-Level Process Mapping Template 

  • Bottleneck & Constraint Identification Grid 

  • Value-Added vs. Non-Value-Added Time Analyzer 

  • Process KPI Dashboard Template 

  • Decision Rights & Accountability Model (RACI+) 

  • Digital Enablement Readiness Assessment 

  • Future-State Process Blueprint Template 

  • 30/60/90 Improvement Roadmap 

  • Lunch, Late Tea, Networking

Business Operating Playbook™

Business Process Management Certificate

The Experience

Systemic, Value Oriented Mindset | Real Work Application + Integration | Future State Optimization

Turn complex, inefficient operations into predictable, high-performing systems that deliver both business growth and customer value.

 

Proven Methodology for Operational Excellence

Awareness is the Baseline

You can’t improve what you don’t understand.

Understand the mechanics behind the metrics and how processes impact performance, cash, and customer value across the business.

In this first session, you’ll discover the core building blocks of high-performing organizations, including value streams, process economics, execution gaps, and operational friction points that quietly erode efficiency and profitability.  This module includes:

  • Business case for BPM: productivity → profitability

  • How operational friction destroys cash flow (without using Silent Leaks modules)

  • Process economics: cost-to-serve, cycle-time cost, and value erosion

  • Case study: how one broken process cascades through margin, delivery, and customer experience

  • Why “local optimization” often hurts global performance

  • Where process friction is costing your team time, money, and customer trust.

Processes exist to serve your customers, not just your teams.

Map workflows from the customer’s perspective to uncover hidden pain points and value gaps.

In this session, you’ll explore how customer journeys translate into operational requirements, how to align internal processes with desired outcomes, and how to prioritize initiatives that enhance both efficiency and experience.  Additional topics covered: 

  • Voice of the Customer → Process Requirements
  • Quality at the source: how customer needs translate into operational standards
  • Customer journey impacts: delays, handoff errors, service variability
  • The distinction between internal efficiency vs. customer value creation

Clarity precedes control.

Create a visual representation of your current-state processes to understand flow, handoffs, and inefficiencies.

You’ll map high-level value streams, identify bottlenecks, establish accountability, and capture upstream and downstream dependencies to provide a foundation for optimization.  Additional topics and activities:

  • Levels of mapping: high-level value stream → core workflow → task-level clarity
  • SIPOC with customer/value lenses
  • Swim lanes for accountability, authority, and decision rights
  • Hand-off diagnostics and queue identification

If you don’t measure it, you can’t manage it.

Learn to define, track, and act on the metrics that truly indicate process health and organizational performance using an effective structure, tools, and cadence.

In this session, you’ll build KPIs, dashboards, and scorecards to monitor throughput, cycle time, defects, and value-added performance across workflows.  You’ll convert mapped processes into measurable systems:

  • Cycle time, lead time, throughput
  • Value-added vs non-value-added time
  • Defect rate, rework rate, yield
  • Process cost per unit
  • Process velocity and flow stability
  • Enterprise Level KPI dashboard

Fixing the surface doesn’t solve the system.

Identify underlying constraints and failure points that prevent processes from running smoothly and predictably.

In this session, you’ll apply systems thinking, diagnostic frameworks, and root-cause analysis tools to uncover the true sources of inefficiency and design sustainable solutions.  Additional topics covered:

  • Why bottlenecks exist: constraints, variability, resource imbalance
  • Systems thinking to avoid sub-optimization
  • Upstream/downstream diagnostic techniques
  • 5 Whys, Ishikawa, and failure point mapping
  • Cognitive sources of error: overload, switching, unclear standards

People make processes work—or break them.

Understand the human dynamics that affect adoption, accountability, and execution of new workflows.

In this session, you’ll explore behavioral barriers, build strategies for psychological safety, clarify ownership, and learn how to embed sustainable habits that support process excellence.  Additional topics covered:

  • Why processes fail because people workaround, override, or bypass them
  • Accountability without blame
  • Ownership vs. participation
  • Behavioral adoption and habit formation
  • Psychological safety for reporting inefficiencies
  • Leader behaviors that stabilize (or destroy) flow

Better, faster, simpler — without sacrificing quality.

Learn methods to streamline workflows, reduce unnecessary steps, and eliminate friction points.

In this session, you’ll apply waste reduction frameworks, handoff optimization techniques, and standard work principles to design workflows that accelerate throughput and improve reliability.  Additional topics include: 

  • Streamlining workflows without compromising SQDCV
  • Eliminating unnecessary touchpoints, approvals, and delays
  • Standard work that promotes clarity, not rigidity
  • Decision simplification
  • Failure-proofing (error-prevention) strategies

Tools only work if you know where to use them.

Leverage technology to enhance workflow speed, accuracy, and visibility.

In this session, you’ll evaluate digital platforms, workflow automation, and AI-enabled solutions, and identify where technology can amplify efficiency without adding complexity. Additional topics covered: 

  • When digitalization accelerates performance vs. when it adds complexity
  • Workflow tools, BPM platforms, RPA, AI decision support
  • Data architecture basics: flow, integration, and visibility
  • Evaluation framework: how to select tools based on process needs
  • Dashboards & reporting logic

Efficient processes fail if they’re fragile.

Anticipate operational, regulatory, and systemic risks before they disrupt performance.

In this session, you’ll map failure points, assess compliance gaps, and design resilient processes that protect value, maintain quality, and reduce exposure to risk.  Additional topics covered:

  • Mapping operational risk inside a process
  • Introducing failure mode scoring
  • Compliance considerations for regulated environments (finance, healthcare, manufacturing)
  • Building resilience: backups, controls, and monitoring

Context makes strategy actionable.

Apply BPM principles to real-world scenarios that match your sector and operational realities.

In this session, you’ll work in breakout groups tailored to your industry—manufacturing, services, SaaS, or corporate functions—to test concepts, identify challenges, and practice applying optimization tools in context.

Participants break into groups by sector:

  • Manufacturing: throughput, defect reduction, takt time, quality systems
  • Services: service quality variability, handoff alignment, customer cycle times
  • SaaS/Tech: onboarding flow, support processes, release management, ticket-handling
  • Ops/Corporate Functions: HR, finance, legal, procurement cycle efficiency

 

If you can’t quantify it, it won’t get prioritized.

Link process improvements directly to financial impact and performance metrics.

In this session, you’ll calculate ROI, throughput gains, cost reductions, and cash flow improvements tied to optimized workflows, creating a business case for change.  Topics covered:

  • How cycle time reduction impacts cost
  • Productivity gains → labor capacity → throughput lift
  • Assigning dollar values to rework reduction
  • Identifying cost-to-serve reductions
  • Estimating ROI of process changes

Test before you invest.

Simulate redesigned workflows to ensure they perform as intended under real-world conditions.

In this session, you’ll create future-state process maps, run scenario simulations, and refine designs to prevent bottlenecks and ensure alignment across teams. You will:

  • Build future-state map using optimization + tech + risk learnings
  • Simulate workflow to test for new bottlenecks
  • Stress-test redesign against behavioral, customer, and financial factors

Ownership drives execution.

Establish clarity on roles, responsibilities, and decision rights to sustain process improvements.

In this session, you’ll define accountability frameworks, RACI charts, and review rhythms to ensure consistent follow-through and alignment with strategic objectives. 

Topics covered:

  • Clarifying process ownership vs. functional ownership
  • Approval rights
  • RACI+ for ongoing management
  • Governance rhythms (weekly, monthly, quarterly reviews)
  • Escalation paths to maintain flow and alignment

Insights without action are wasted.

Turn process diagnostics and redesigns into a structured, actionable plan for immediate impact.

In this session, you’ll build a 30/60/90 Day Roadmap with owners, KPIs, milestones, and expected outcomes, ready for deployment the day after the workshop. You develop a comprehensive and executable action plan including:

  • Owners
  • KPIs
  • Expected financial impact
  • Technology changes
  • Behavior shifts
  • Risk mitigations
  • Progress checkpoints

Agenda At A Glance

Transformative Outcomes

After completing the Business Process Management & Optimization Workshop, participants are able to:

  • Diagnose Process Performance – Quickly identify bottlenecks, inefficiencies, and hidden friction in complex workflows.

  • Design Optimized Workflows – Map future-state processes that reduce complexity, improve speed, and increase reliability.

  • Align Teams and Roles – Clarify decision rights, accountabilities, and cross-functional handoffs to ensure predictable execution.

  • Measure and Monitor Performance – Implement KPIs, dashboards, and metrics to track process health and operational outcomes.

  • Quantify Financial & Customer Impact – Link process improvements to cost savings, throughput gains, and enhanced customer value.

  • Leverage Technology Strategically – Evaluate digital tools, workflow automation, and AI to accelerate performance without overcomplicating operations.

  • Mitigate Risk and Ensure Compliance – Anticipate failure points and design processes that are resilient and compliant.

  • Execute with a Clear Action Plan – Deploy a 30/60/90 roadmap with owners, KPIs, and milestones for immediate implementation.

  • Sustain Continuous Improvement – Establish governance, feedback loops, and behaviors that keep processes effective over time.

  • Think Systemically – Approach the business as an interconnected system, designing workflows that optimize flow, value, and growth.

This Is for You If...