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Process Workflow Diagram for EPM Application

I would suggest using a Process workflow diagram as one of the first building blocks in the EPM application design. It is super important and useful to outline the whole business planning process end-to-end prior to engaging in any development.


Below is an example of such a diagram for a distributed engineering organization. Business teams involved in the planning cycle are displayed on the left. The diagram documents the interaction between teams/departments. It also shows which input forms, reports, and processes are used at which point in time to produce a consolidated business planning view for the Group.

EPM workflow diagram
Process workflow example

Designing a process flow diagram is not only useful for a better understanding and documentation of the EPM processes. It is extremely helpful for evaluating the expected project workload, scope of work, deliverables, and overall EPM project planning.


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