BEPA Process Optimisation Customer Workshop
Customer workshop

Process optimisation for complex product development.

A practical workshop for making your current processes visible, identifying where complexity slows the organisation down, and agreeing on concrete improvements that can be tested in a focused pilot.

Designed for cross-functional customer teams
The challenge

Processes become costly when work is not connected across functions.

Too many variants

Every project creates new versions, components, exceptions, and decisions. Over time this increases cost in engineering, procurement, production, and service.

Unclear handovers

Information is often passed between departments without clear ownership, timing, validation, or traceability.

Late changes

When requirements change late, the impact is felt by the entire organisation through rework, waiting time, quality issues, and delivery risk.

Business impact

Good process optimisation creates value beyond one department.

The workshop looks at the full operational chain: sales, requirements, engineering, procurement, manufacturing, logistics, service, and maintenance.

Faster delivery

Clearer responsibilities, better timing, and fewer unnecessary loops reduce delay and repeated clarification.

Lower lifecycle cost

Fewer exceptions, better reuse, and more standardised ways of working reduce cost across the product lifecycle.

Improved quality

Better process visibility reduces misunderstandings, quality deviations, and compliance risk.

BEPA approach

We start with how work actually happens.

Map Understand Structure Prioritise Pilot Scale
Workshop principle: We first create a shared picture of reality. Then we identify where the process should be simplified, standardised, automated, or supported by better tools.
Customer process

Six steps from insight to action.

1

Map the current process

Together we describe the real flow from customer request to delivered product. We capture activities, decisions, handovers, approvals, rework loops, and pain points as they happen today.

2

Clarify information flow

We identify what information is needed, where it comes from, who owns it, when it is available, and where missing or unclear information creates waiting time or errors.

3

Place work on a timeline

We arrange tasks, milestones, reviews, purchases, production activities, and service dependencies over time to reveal bottlenecks and late decisions.

Customer process

From mapped process to prioritised improvements.

4

Review stakeholder impact

We test the process from several perspectives: engineering, sales, procurement, production, service, quality, and the customer. This shows who is affected, where frustration occurs, and where ownership is unclear.

5

Define the future process

We describe what a better way of working should look like: what should be standardised, reused, simplified, modularised, digitised, or moved earlier in the process.

6

Select the first pilot

We prioritise improvement ideas and select a pilot with clear scope, ownership, success criteria, and realistic implementation steps.

Step 1 explained

Map the current process without assuming it is already documented.

What we capture

Activities, meetings, approvals, documents, tools, informal workarounds, waiting time, and repeated clarification.

Why it matters

Most process problems are hidden between departments rather than inside one team. Mapping makes those gaps visible.

Customer output

A shared visual process map that everyone can recognise and discuss.

Step 2 explained

Clarify which information enables the process to move forward.

Inputs

Customer needs, requirements, drawings, specifications, BOMs, supplier data, standards, and compliance constraints.

Ownership

We clarify who creates, approves, updates, and communicates each critical piece of information.

Customer output

A view of information gaps, duplicate data, unclear ownership, and opportunities for better traceability.

Step 3 explained

Place the process on a timeline to reveal timing problems.

Before

Which decisions, requirements, and preparations must be in place before work can proceed?

During

Where do tasks run in parallel, where do teams wait for each other, and where do changes create rework?

After

Which downstream effects appear in production, installation, service, maintenance, or future projects?

Step 4 explained

Evaluate the process through the people who use it.

Internal roles

How do sales, engineering, procurement, production, service, and quality experience the process?

Customer perspective

Where does the customer experience waiting time, unclear communication, unexpected changes, or inconsistent delivery?

Customer output

A prioritised list of friction points and the roles most affected by them.

Step 5 explained

Design a future process that is easier to repeat and scale.

Standardise

Define where the organisation needs common templates, decision points, definitions, and ways of working.

Simplify

Remove unnecessary steps, duplicate work, unclear handovers, and repeated manual corrections.

Modularise

Identify where product structures, information, or engineering decisions can be reused instead of recreated.

Step 6 explained

Select a pilot that can prove value quickly.

Scope

Choose a limited product area, process segment, or project type where the problem is visible and the improvement is realistic.

Ownership

Agree who owns the pilot, who contributes, and who decides whether it is ready to scale.

Success criteria

Define measurable outcomes such as fewer variants, shorter lead time, fewer handover errors, or reduced engineering effort.

Process optimisation focus

Moving from repeated redesign towards controlled configuration.

Current pattern

  • Repeated redesign
  • High engineering effort
  • Many unique components
  • Long lead times

Target pattern

  • Reusable modules
  • Controlled variation
  • Common components
  • Scalable configuration
Workshop outcomes

What you leave with.

Shared process picture

A common view of how work currently flows across departments.

Prioritised issues

A clear understanding of bottlenecks, complexity drivers, ownership gaps, and high-impact improvement areas.

Actionable roadmap

Defined next steps for a focused process optimisation or modularisation pilot.

Pilot prioritisation

Start where impact is visible and achievable.

High impact · Low complexityImmediate pilot candidate.
High impact · High complexityStrategic initiative requiring stronger governance.
Low impact · Low complexityPossible quick improvement.
Low impact · High complexityDefer unless required by compliance or risk.
Recommended next steps

Turn the workshop into measurable progress.

1. Summarise

Document the process map, improvement ideas, decisions, assumptions, and open questions.

2. Define pilot

Select scope, owner, data needs, stakeholders, and success criteria.

3. Execute

Run a focused pilot and evaluate business impact before scaling the solution.

BEPA role: Facilitation, process optimisation method, modularisation support, structure, and practical implementation guidance.
Thank you

Let us make complexity visible — and then make it manageable.

The next step is a focused pilot that turns workshop insight into operational improvement.

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