As-is/to-be process mapping

What is it?

This is a visual way of mapping tasks that a customer does when using a specific system to achieve a specific goal.

Why do it?

Do it to record and understand either the existing (as-is) process flow or to design the future state (to be).

When to do it?

The as-is map is done at the beginning of the new product development process to understand existing process flows and identify opportunities for improvement. The to-be process map can be done at the beginning of the process to understand the macro processes and throughout design and development to work out the micro process for smaller goals.

How to do it?

• Start with your persona, his characteristics, and one of his goals.

• To create an as-is map you need a good understanding of the existing process, ideally through direct observation. Plot the activities in the process on a flow chart using sticky notes.