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bonus: examples, including a complete tax return preparation.

by jody padar
the radical cpa

we use a value stream map, a process map and a sipoc in process mapping. what all of these have in common is that they highlight the process, time, inventory levels and the actors.

more on radicalism: understanding the types and uses of process maps | 4 questions for choosing the right digital workflow tool | target prospects for best fit | radical pricing fixes cash flow problems | the radical approach to bundling services | how i got started being social

however, one key variable they all fail to take into account is the customer’s emotions as they journey through the process. a customer journey map solves this problem.
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different maps serve different purposes.

by jody padar
the radical cpa

there are several different kinds of process maps. each map has a specific purpose and use, so here we will cover some of the more common and useful maps.

more on radicalism: process maps: methods, meetings and materials | basics of process mapping: how and who | who, me a consultant? | radical pricing fixes cash flow problems | get ready for radical transparency | six competitive advantages for the radical cpa

mapping symbols

despite the wide array of mapping symbol choices available in products such as visio, powerpoint or others, there are four basic symbols that are used in most maps.
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bonus checklist: 3 key points for mapping a process.

by jody padar
the radical cpa

there are several ways to gather the information you need to create your process map.

more on radicalism: basics of process mapping: how and who | who, me a consultant? | target prospects for best fit | keep scope creep and seep from hurting bottom line | the radical approach to bundling services | get ready for radical transparency

depending on the scope and length of the process, you could observe the process in action. this works best for a process that cycles quickly. if a process can be started and com­pleted several times in a day or an hour, this is a good candidate for observation. if you can observe multiple operators performing the process, you will begin to get an idea how consistently it is followed.

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consider your “pain points.”

by jody padar
the radical cpa

in creating a process map, there are several choices to be made that will determine who and what is needed. since, as we mentioned before, almost everything is a process, consider this the process mapping process.

more on radicalism: process mapping for improvement | who, me a consultant? | target prospects for best fit | the radical approach to bundling services | get ready for radical transparency | 10 radical steps into the cloud

the first decision is which process to map.

what do you want to select?
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four ways adam smith can help you run your firm better.

by jody padar
the radical cpa

adam smith discovered a basic truth of process improvement: you can’t improve a process if you don’t know what the process is.

more on radicalism:  | target prospects for best fit | keep scope creep and seep from hurting bottom line | the radical approach to bundling services | let’s get radical about content | each social channel has a language | 10 radical steps into the cloud | six competitive advantages for the radical cpa

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around the time of the american revolution, adam smith made the first recorded attempt at process improvement by mapping out the 18 distinct opera­tions involved in creating a single metal pin. by documenting and understanding each step, he was able to suggest improvements to make the best use of the labor and machines available at the time.

while this is easier to see in a manufacturing environment, it still applies in a service-based industry like ours.

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