2 DEFINE Review Customer Business Processes Discover the customer's "as is" and “to be” business processes. Analyze best practice and provide your POV. Taking existing processes like for like will not deliver value, question why if this is the case, it is vital we improve processes within the project. How To Perform The Project Manager should leads communications with the customer to request access to current documented “As-Is” business processes across all business units in scope from Sales, Service, Marketing. Any undocumented processes should be requested from the customer BU lead and a template provided. On receipt of documented business processes and prior to running groups sessions/workshops the delivery team should: ● Review current business processes across all in scope customer business units ● Map processes to Out of the Box (OOTB) salesforce Functionality ● Identify areas of improvement - highlight industry standards/recording time and efficiency savings ● Present “To Be” POV for review with customer BU stakeholders ● Set up groups sessions/workshops to review and sign off “As-Is” and “To Be” Business processes aligned to project benefits and agreed success metrics