Summary
Use this template to document the current state of a business process, including roles, steps, approvals, and exceptions. It creates a shared baseline for fit/gap analysis and stakeholder validation. Clear current-state documentation reduces rework later in design and configuration.
Body
Discovery Deliverable Template: As-Is Process Documentation
Use this template to capture the current-state process baseline, including roles, steps, rules/approvals, and exception paths. This deliverable supports fit/gap analysis and stakeholder validation.
Template
| Process Name |
Actors/Roles |
Steps (ID) |
Conditional Rules/Approvals |
Exception Paths |
| Example: Hire Student |
HR Partner, Payroll |
1. Enter Hire → 2. Route → 3. Approve |
Approval if hours > 20/week |
Return for correction if SSN missing |
| [Insert] |
[Insert] |
[Insert] |
[Insert] |
[Insert] |
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Field Definitions
- Steps (ID): List steps in order and include a simple step numbering/ID.
- Conditional Rules/Approvals: Rules or approvals triggered by conditions (thresholds, worker type, funding, etc.).
- Exception Paths: What happens when data is missing, invalid, or requires correction.
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