DEFINE Review Customer Business Processes Documenting the customer's "as is" and "to be" business processes is essential for understanding current operations, identifying improvement opportunities, aligning with strategic goals, and facilitating effective change management. Defined Outcomes Purpose The purpose of documenting the customer's "as is" and "to be" ❏ Identify inefficiencies and bottlenecks in current operations. business processes is to systematically analyze and understand ❏ Clarity on desired improvements and goals for future processes. existing operational practices and inefficiencies. This documentation serves as a foundational step in identifying gaps, redundancies, and ❏ Alignment of business practices with strategic objectives. areas for improvement within the organization. ❏ Streamlined workflows and reduced redundancies. ❏ Improved resource allocation and utilization. By outlining the desired "to be" state, it sets a clear vision for process improvements and transformation initiatives aligned with project ❏ Enhanced customer satisfaction and service delivery. goals. Additionally, documenting both states facilitates effective ❏ Facilitation of organizational change and adaptation. change management by providing a roadmap for implementing new Salesforce Adoption Dashboards workflows that enhance efficiency, productivity, and overall business performance. Business Process Template Best Practice Tools & Templates