The Office of the Chief Information Officer is providing virtual, instructor-led training on how to create and edit process maps using the Process Manager tool and techniques from Lean Six Sigma.

Process Manager (formerly known as Promapp) is a business process management solution that helps organizations build, improve, and share their process knowledge from a central online repository. Process Manager supports process improvement by simplifying process mapping so that teams can own and improve their processes. This is another important step in our efforts on campus to build systematic process improvement practices and start normalizing the vocabulary for process improvement. Using this tool, we can identify process improvement opportunities, increase process awareness, preserve institutional knowledge, and support succession planning.

You can learn the basics of creating and editing process maps, as well as best practices for creating engaging processes, by taking one of our 3-hour training sessions. Upon completion of the course, participants will be prepared to share their process mapping skills with their departments to document and improve the processes they work with day-to-day.

Topics Covered

  • Start from a high-level view of the process to develop a framework for the process map
  • Refine the process map with further detail in the form of tasks and notes
  • Discover options for linking processes together to create an end-to-end view of a cross-functional process
  • Add tagging to capture opportunities for improvement
  • Learn about Process Manager advanced features
  • Create checklists from published processes to create a simple workflow

 Upcoming training dates are below:

For more information or to register, please visit the Process Mapping webpage. Additionally, you can view a swim lane diagram of expectations for the registration and training process, created with Process Manager.

If you are interested in receiving a notification once additional sessions become available, please contact kmankins@ucsb.edu to be included in future outreach.