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Visually map the process

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The next step is to draw the business process of the use case you're trying to solve.

Tip

You can draw your map on paper or by using a tool such as Visio or PowerPoint.

This business process should include not only the steps that directly relate to the app you're trying to create, but also the steps before and after, so you can see how the app fits into the overall business process.

Use your map to confirm with your team that you've captured the business process accurately.

Here's an example business process map:

Example business process flowchart showing the steps of filling in the expense report, getting it approved, entering the data into the accounting system, and creating reports.

List each activity in order, and link it to the next part of the process​:

  1. Start with the first event leading to your goal.

  2. Draw a line to a box. Fill this box with the first activity required to work from this event to your goal​.

  3. When you reach a point that requires a decision, draw a diamond around the decision that must be made. Usually this is written as a true/false question. Two lines should proceed from the diamond, each leading to the activity that will occur depending on the decision—one line for "true" and the other for "false."

  4. Link each activity sequentially. Some might run simultaneously through different departments within your business​.

  5. Culminate in the activity that reaches your goal. ​

You can also add data to your map, such as time taken or the cost of the task. Then you'll be able to compare and gain insights about which areas need improvement. You can also use this for comparing the money or time saved by the new process.

Next step: Optimize the process