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Current-state and future-state process mapping for health customers

Key Takeaway

Draft the current-state map from existing documents and have frontline workers correct it. Drill regulated steps into version-controlled diagrams with supporting content attached, and run workshops, remote if needed, with every stakeholder.

A business process map is a visual representation of every step and decision made to complete a process from start to finish. The map aligns everyone on the same picture and forms a baseline for improvement, so it engages stakeholders and starts the change process.

Start with the current state

Map the customer's current state very early in the project. The biggest challenge in improving a process is fully understanding what stakeholders do today and why they need a change. So work like a detective to find the actual issues causing pain.

Salesforce Accredited Agentforce Health Professional Study Guide

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