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Methodology for Business Transformation

 Business Process Transformation Lab Services

Version 1.5, December 2006

Key Documents

 Training Project Planning
MBT Overview
MBT Guidance page



Business Leaders...

... You are asked to lead your organization in becoming more flexible, driving down cost, reducing cycle time, and improving services to citizens across the board. In short, you are asked to do much more with way less.

These are some specific Agency Performance Objectives:

  • Process Simplification
  • Standardized Procedures
  • Consolidated and Streamlined Bureau Processes
  • Value-Enhanced Processes that eliminate unnecessary burden on the Citizen
  • Collaborative solutions that encourage Partnerships
  • Integrated architecture processes that facilitate knowledge transfer and reuse between business, data, application, and technology components

MBT Consulting - via OIT, OIT GIS, or trained consultants can help you meet these objectives: via Consulting, Coaching, Facilitating, Reviews, or end-to-end support

Please click on the following links to select areas on which your organization needs to focus its modernization efforts.

Business Transformation Consulting Services

       Project Initiation Support
       Business Strategy Development
       Business Process Analysis
       Capabilities Assessment
       Project Risk Assessment
       Business Transition Planning
       Business Solution Design
       Data and Information Design
       Business Modernization Blueprint and Implementation

Services Table and Description

Description of Business Need

How the Lab can help

Project Initiation Support:

Your project plan has received approval yet you lack qualified or trained personnel to begin the implementation tasks.


The Project Initiation Support Service will assist you in forming your Core Implementation Team as well as in developing the project plan, project charter, communication strategy, funding strategy, and risk management plan.

MBT Steps involved: 7, 10b

Project Initiation Estimation Guidance
Project Plan Template

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Business Strategy Development:

Your organization needs to reevaluate its strategic direction due to changes in technology, policy, or regulations. Globalization requires that you better connect with your customers. Federal mandates require that you more effectively measure how well your organization is performing.


The Business Strategy Development Service will analyze your existing customer community and determine the exact needs and wants of that community. This service helps to bring clarity to goals and objectives, lays out an approach to reach those goals and objectives, and identifies corresponding performance objectives. Your strategy includes steps to be taken to reach your desired outcomes.

MBT Steps involved: 1, 2, 7, 12


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Business Process Analysis:

Your organization has a clear mission and understands the needs of its customers, but you feel that it isn’t able to operate as efficiently as possible. Your staff is stretched too thin or is slipping in the delivery of services to your customers. Another symptom could be that benchmarking indicates that your process may be too costly.


The Business Process Analysis Service will assess how well your organization is performing by evaluating the products and services you are providing to your customers. It identifies the gaps between your organization's objectives and your products and services, business mandates, and the needs of your customers. Once products and services are well defined, this service analyzes your business processes to determine cost factors and evaluate overall efficiency and value. Ultimately, the service provides a proposed core process that includes industry best practices as well as enhancements that result from process model simulations. It also provides guidance for implementing the needed and approved changes so that you can actually see the benefits of the analysis.

MBT Steps involved: 1, 2, 3, 8


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Capabilities Assessment:

You would like an objective assessment of your organization’s existing business climate, including an assessment of current leadership, staff, organizational structure, information, and/or existing technology solutions.


The Capabilities Assessment Service will analyze the skills and capabilities of your staff in relation to your mission requirements. The service will also analyze the leadership and current organizational structure in relation to your mission requirements as well as the specific needs of your staff. Once the existing business climate has been assessed, this service will analyze the existing information availability and exchanges as well as the technologies and applications that you are currently using to meet your mission. Overall, this service is designed to assess your operational capacity to meet customer demands.

MBT Steps involved: 1, 2, 3, 4


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Project Risk Assessment:

An existing project of yours has been challenging with respect to technology, management, and/or funding. Unknown risks continue to emerge, forcing the management team to be reactive rather than proactive. This has resulted in senior management concerns that the project is at risk.


The Project Risk Assessment Service will identify and document overall risks by looking at all facets of your project. The service will document these risks and develop mitigation strategies and provide guidance to eliminate or accommodate the risks.

MBT Steps involved: 2, 3, 4, 7


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Business Transition Planning:

Your organization is faced with a large-scale change either in leadership, vision, or a new technology implementation that will impact the way you do business. You know that this large-scale change will affect your people, processes, and organizational structure but you need help planning for that change.


The Business Transition Planning Service will analyze the major changes that your business organization is facing, and how those changes will impact your strategy, processes, people, and/or technology resources. Since most major change events will actually impact many facets of your business, this service will take a robust and broad look at all areas that will most likely be impacted by the change. This service is focused on equipping you with a strategy that accomplishes a phased implementation of change components resulting in a pre-determined future state.

MBT Steps involved: 1, 2, 3, 4, 7


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Business Solution Design:

Your organization has a clear challenge in performing tasks related to one of your mission areas. You feel that your organization would benefit from an automated solution (new system) to meet this mission challenge.


The Business Solution Design Service is focused on a specific need or problem within your business organization. Specifically, it will analyze those aspects of the business that contribute to the problem. Additionally, it will analyze scenario-based alternatives that will simulate the problem with the use of technology. The service will define required technology components based on needed business features.

MBT Steps involved: 1, 2, 3, 4, 7, 10a, 11


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Data and Information Design:

You feel that your organization could be more effective in sharing internal information, or in sharing data with other organizations. You know that the data you need is out there, but your organization can’t seem to find it, get it organized, or use it.


The Data and Information Design Service will analyze your current and future data needs, determine whether the required data should be independently gathered and stored, and will assist in defining the steps to implement any required data-sharing relationships. This service is focused on producing actionable recommendations to improve the way data flows within and between DOI business organizations.

MBT Steps involved: 1, 7, 9


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Business Modernization Blueprint and Implementation:

Your organization needs a make-over starting from a thorough customer analysis, thinking through the organization's strategy and processes, understanding information needs, and then recommending the right technology solutions for the future.


The Business Modernization Blueprint and Implementation Service is the most robust and thorough analysis service provided by the lab. This service begins with detailed customer analysis and extends into developing new goals and objectives for the business. The service then takes a closer look at the products and services for the business, followed by an analysis of needed and existing processes, skills, and technology solutions. This service provides guidance for the development of a Modernization Blueprint and its implementation.

MBT Steps involved: all steps


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