Business Process Catalog and Guidance - Part 6: Conducting Process-Centric Discovery | TechTalk

In this TechTalk, we will explore how to seamlessly integrate and optimize business processes within Dynamics 365 for enhanced efficiency and productivity. At the end if this session, attendees will have a better understanding of the core principles of process-centric discovery and its significance with Dynamics 365 implementations. We'll provide tips to use the Business Process Catalog to provide practice insights on how customers can leverage Dynamics 365 to seamlessly integrate and streamline a diverse variety of business processes in any organization. Then we will explore effective techniques for mapping out and visualizing business processes for Dynamics 365. We will also dive into a mini case study with questions to leverage during discovery, and how to approach the discovery phase with a process-centric approach. Chapters: 00:00 Intro 01:03 Series Agenda 01:44 Agenda 02:49 Components and importance of process-centric discovery 7:07 Purpose of discovery 08:27 Outcomes of well-executed process-centric discovery 11:14 Process-centric discovery goals 15:09 Goals of presales discovery workshop 19:23 Guidance for making estimates Multi-solution/phase estimates 26:41 Mapping and visualizing processes 29:29 Modeling and visualizing 32:48 Three T’s of business process mapping 36:25 Recommended practices for discovery 39:17 Recommended practices for configuration and demo 41:06 Recommended practices for estimation 43:32 Process for discovery 45:57 Presales discovery entry criteria check list 47:24 Presales discovery exit criteria check list 48:39 Recommended practices for presales discovery 49:20 Presales discovery activities check list 49:52 Sample discovery questions 53:11 Business process catalog status heat map example 54:33 Resources and recommendations 54:45 Q&A 59:43 Closing comments Presenter: Rachel Profitt