Process Modeling Design and
Documentation
OFFICE OF INFORMATION SYSTEMS AND TECHNOLOGY
Process Model Structure
PROCESS
A process is a group of sub processes that completes major
business outcomes
SUBPROCESS
A sub process is composed of series of activities that produce
desired results.
ACTIVITY
An activity is a single operational action, either executed
through a system or manually executed, to complete different
phases of a sub process. It is the lowest level of operation
component in the process model structure.
Process Navigation Diagram
PROCESS
NAVIGATION
DIAGRAM
CORE BUSINESS PROCESS
PROCESS
SUBPROCESS
ACTIVITY
O
P
E
R
A
T
I
O
N
P
R
O
C
U
R
E
M
E
N
T
F
I
N
A
N
C
I
A
L
SHARED SERVICES
BUSINESS MANAGEMENT
PROGRAM / PROJECT PROCESSING AND IMPLEMENTATION
PF-000-000 PLAN PROJECT FINANCING
SF-OOO-OOO
FORMULATE
STRATEGY
PP-000-000
PREPARE
PROJECT
PI-000-000
MANAGE
PROJECT
IMPLEMENTATION
PL-000-000
MANAGE PIPELINE
ME-000-000
MANAGE
EVALUATION
SYSTEMS
ACCESS AND
ACCOUNT
MGMT.
IT BATCH JOB
REQUEST
MGMT.
IT BACK UP
AND SERVICE
METRICS
IT
DOCUMENTATI
ON AND LOG
MGMT.
IT CHANGE
REQUEST
SYSTEMS
ACCESS AND
ACCOUNT
MGMT.
IT BATCH JOB
REQUEST
MGMT.
IT BACK UP
AND SERVICE
METRICS
IT
DOCUMENTATI
ON AND LOG
MGMT.
IT CHANGE
REQUEST
MP-000-000
MANAGE PORTFOLIO
INTERNAL FINANCIAL MANAGEMENT
MANAGE
CAPITAL
AND
TRUST
FUND
PROJECT PROCUREMENT
FINANCIAL
POLICIES
AND
GUIDELINES
CASH
MGMT.
MANAGE
ACCTNG.
MANAGE
INVESTME
NT
MANAGE
FUNDING
RM
FINANCIAL
ACCOUNTIN
G
COMPLIANCE MANAGEMENT
CE-000-000
MANAGE
CONSULTANT
ENGAGEMENT
PR-000-000
MANAGE
PROCUREMENT
SYSTEMS
ACCESS AND
ACCOUNT
MGMT.
IT BATCH
JOB
REQUEST
MGMT.
IT BACK UP
AND
SERVICE
METRICS
IT
DOCUMENTA
TION AND
LOG MGMT.
INTERNAL SERVICE MANAGEMENT
PROGRA,M / PROJECT FINANCE
FD-000-000
MANAGE
DISBURSEMENT
MANAGE
REPAYMENT
SYSTEMS
ACCESS AND
ACCOUNT
MGMT.
IT BATCH
JOB
REQUEST
MGMT.
LOAN
ACCOUNTING
MANAGEMENT
IT BACK UP
AND
SERVICE
METRICS
IT
DOCUMENTA
TION AND
LOG MGMT.
IT CHANGE
REQUEST
AMU
APPLICATION
CHANGE
REQUEST
IT CHANGE
REQUEST
AMU
APPLICATION
CHANGE
REQUEST
PROGRA,M / PROJECT FINANCE
SYSTEMS
ACCESS AND
ACCOUNT
MGMT.
IT BATCH
JOB
REQUEST
MGMT.
IT BACK UP
AND
SERVICE
METRICS
s
IT
DOCUMENTA
TION AND
LOG MGMT.
Process Diagram
PROCESS
PD-000-000 Manage
Project Public
Disclosure
SUBPROCESS
ACTIVITY
CE-000-000 Manage
Consultant Engagement
BC-000-000 Achieve
Board Consideration
"1. Approved PEAP"
"1. Meeting Minutes"
"2. Circulated PCR"
"1. Consultant Contract(with attached TOR)"
"1. Project Information"
"2. Request for Consultant"
ME-000-000 Manage
Evaluation
"Reports is circulated to the Board for Information:"
"1. Validation Report"
"2. DEC Chair's Summary"
"3. ADB Management Response"
"4. Independent Evaluation Report/Studies"
"1. CAPE"
"1. BTOR"
"2. MOU_Aide Memorie"
"1. Project Completion Report"
IS-000-000 Conduct
Mission
"1. CPS Completion Report"
"1. Validation Report"
"2. EAP"
"3. IER"
"1.MAR"
"2. TRA"
PI-000-000 Manage
Project Implementation
Sub-Processes of ME-000-000 Manage Evaluation
ME-010-000 Develop
Validation Report
ME-020-000 Develop
Evaluation Approach Paper
ME-030-000 Conduct
Independent Evaluation
SF-000-000 Formulate
Strategy
PROCESS
Sub Process Diagram
SUBPROCESS
ACTIVITY
IED
PI-100-110 TO
ME-010-010
Prepare Completion
Report
Proceed to
PPER?
No
ME-010-010 Create
v alidation project
ME-010-020 Assign
v alidation team
Consultant
needed?
No
ME-010-030 Request f or
documents f rom
Operations
SF-010-060 TO
ME-010-010
ME-010-005 TO ME-020-010
Initiate CPS
(Zero Draf t CPS)
ME-010-020 TO
CE-010-010
Yes
Yes
Dev elop Ev aluation
Approach Paper
Def ine Consulting
Need
Operations Div ision
ME-010-040 Prov ide
documents
Key Documents and Memos
Approv ed Completion
Report
Validation Team
Oracle Projects
Oracle Projects
Draf t Validation Report
Draf t Validation Report
Oracle Projects
Oracle Projects
Sy stem Integration
Process Model Structure
PROCESS
NAVIGATION
DIAGRAM
PROCESS
PD-000-000 Manage
Project Public
Disclosure
SUBPROCESS
CE-000-000 Manage
Consultant Engagement
BC-000-000 Achieve
Board Consideration
"1. Approved PEAP"
"1. Meeting Minutes"
"2. Circulated PCR"
"1. Consultant Contract(with attached TOR)"
ACTIVITY
"1. Project Information"
"2. Request for Consultant"
ME-000-000 Manage
Evaluation
"Reports is circulated to the Board for Information:"
"1. Validation Report"
"2. DEC Chair's Summary"
"3. ADB Management Response"
"4. Independent Evaluation Report/Studies"
"1. CAPE"
"1. BTOR"
"2. MOU_Aide Memorie"
"1. Project Completion Report"
IS-000-000 Conduct
Mission
"1. CPS Completion Report"
"1. Validation Report"
"2. EAP"
"3. IER"
"1.MAR"
"2. TRA"
PI-000-000 Manage
Project Implementation
Sub-Processes of ME-000-000 Manage Evaluation
ME-010-000 Develop
Validation Report
IED
PI-100-110 TO
ME-010-010
Prepare Completion
Report
Proceed to
PPER?
No
ME-010-010 Create
v alidation project
ME-010-020 Assign
v alidation team
Consultant
needed?
No
ME-010-030 Request f or
documents f rom
Operations
ME-010050
SF-010-060 TO
ME-010-010
ME-010-005 TO ME-020-010
Initiate CPS
(Zero Draf t CPS)
ME-010-020 TO
CE-010-010
Yes
Yes
Dev elop Ev aluation
Approach Paper
Def ine Consulting
Need
Operations Div ision
ME-010-040 Prov ide
documents
Key Documents and Memos
Approv ed Completion
Report
Validation Team
Oracle Projects
Oracle Projects
Draf t Validation Report
Draf t Validation Report
Oracle Projects
Oracle Projects
Sy stem Integration
ME-020-000 Develop
Evaluation Approach Paper
ME-030-000 Conduct
Independent Evaluation
SF-000-000 Formulate
Strategy
Process Documentation
PROCESS
SUBPROCESS
ACTIVITY
CONTENTS
DESCRIPTION
HOW TO
Process Name
Process name that contains Process ID and the
actual Process name. It is like ‘PP-000-000 Prepare
Project’. This should represent a group of sub
processes under the process.
Follows the standard ADB naming convention, that
is, Process ID number followed by Process Name.
Purpose
Describes the aim or goal of a specific Process
Free form text or statements. Normally in paragraph
form.
Process Objective
Describe what is going to happen to ADB through the
process
Free form text or statements. Normally in paragraph
form.
Strategy
Describe strategy to realize Process objective
Free form text or statements. Normally in paragraph
form.
Authors
Describes the creator of the Process Document
Combination of author’s full name, designation and
division or department
Document Owners
Overall Process owner who determines strategy of
the process
Free form text. Combination of Document owner’s
name and division or department
Roles and Responsibilities
Describes the expected character and accompanied
duties and obligations of the involved individual in a
specific process
Should include Process ID and specific roles.
Manually added as part of a list.
Process Description
A statement or accounts that describes a specific
process
Free form text or statements. Normally in paragraph
form.
Subprocess Relationship
Describe relationship and influence to the other
Process
Contains all the sub processes related to that specific
Process. Normally in tabular form.
Review and Approval
Identifies the individual responsible for reviewing and
approving a specific process document
Should include Position and Organizational Unit.
Manually added as part of a list
History
Describes the past records and update of a certain
document
Contains history of change. Normally in tabular form.
Sub Process Documentation
PROCESS
SUBPROCESS
CONTENTS
DESCRIPTION
HOW TO
Sub process Name
Sub Process name that contains Sub Process ID and
the actual Sub Process name. It is like ‘PP-010-000
Define Project Concept’. This should represent an
expected outcome from series of activities under the
sub-process.
Follows the standard ADB naming convention, that
is, Sub Process ID number followed by Sub Process
Name.
Objective
Describe sub-process objective and expected
outcome
Free form text or statements. Normally in paragraph
form.
Document Owners
Overall Process owner who determines strategy of
the process
Free form text. Combination of Document owner’s
name and division or department.
Authors
Describes the creator of the Process Document
Combination of author’s full name, designation and
division or department
Sub process Number
Describes the Sub Process ID of a specific Sub
Process
Follows the form like ‘PP-010-000’
History
Describes the past records and update of a certain
document
Contains history of change. Normally in tabular form.
Review and Approval
Identifies the individual responsible for reviewing and
approving a specific process document
Should include Position and Organizational Unit.
Manually added as part of a list
Roles and Responsibilities
Describes the expected character and accompanied
duties and obligations of the involved individual in a
specific process
Should include Process ID and specific roles.
Manually added as part of a list.
Description
Contains details about a specific process or sub
process
Free form text or statements. Normally in paragraph
form.
ACTIVITY
Activity Documentation
PROCESS
SUBPROCESS
ACTIVITY
CONTENTS
DESCRIPTION
HOW TO
Activity Number
Activity name that contains Activity Number and the actual Activity
name. It is like ‘PP-010-010 Assign Project Team Leader and Project
Analyst’. Activity name needs to indicate outcome output as a result
of this activity.
Follows the standard ADB naming convention, that
is, Activity ID number followed by Activity Name.
User
Identifies the specific user of a specific activity
Manually added as part of a list
Activity Number
Describes whether a certain activity is ‘Automated’, ‘Manual’ or
‘System’.
Selected through a drop down list
Trigger/Input
Describe what triggers this activity. If this is periodical activity, then
describe frequency and timing. It also describes what type of input
information (transaction, report etc) is required to perform this activity
Free form text or statements. Normally in paragraph
form.
Output
Describe what type of output information (transaction, report etc) is
expected to produce as a result of this activity.
Free form text or statements. Normally in paragraph
form.
Required Data
Describe required data entity that requires to perform this activity.
Manually added as part of a list
Business Rules
Describes the specific business rules that applies to the identified
activity.
Manually added as part of a list
Activity Description
Describe how to perform this activity in step
Free form text or statements. Normally in paragraph
form.
Activity Variation
Describe variation that user needs to perform in the activity (eg;
Different product, different form etc)
Manually added as part of a list
Key Documents
Identifies essential document that is required of a specific activity
Manually added as part of a list
System Usage
Identifies the applications affected by a specific activity step
Manually added as part of a list
Memo
Identifies important memo that is pass on a specific activity
Free form text or statements. Normally in paragraph
form.
THE END
OFFICE OF INFORMATION SYSTEMS AND TECHNOLOGY