iGrafx Process 2011 Training Course

Duration:  Three Days

Prerequisites:
Familiarity with process mapping.  Recommended for people who have completed our "Business Process Mapping Techniques" course or similar.

This advanced three-day course is for staff involved in documenting and mapping processes, who want to use the powerful process analysis features in iGrafx Process. The course starts with a focus on creating effective process diagrams. It then teaches participants how to run simulations to analyse such thngs as durations, cost, resource utilisation and bottlenecks,  It then takes particpants on the journey of re-egineering processes, comparing the AS-IS to the TO-BE processes, , and examines in depth several real-world business case studies.

Day One

Creating a Process Diagram

  • Departments
    • Inserting a Dept
    • Resizing a Dept
    • Moving & Deleting Depts
    • Changing Dept names
  • Formatting a Dept
    • Parent & child departments
    • Using the Department Manager
    • Working with floating departments
  • Adding Shapes/Activities
    • Choosing a shape to place
    • Placing shapes
    • Selecting, moving and resizing shapes
    • Formatting shapes
    • Arranging shapes
    • Activities handled by multiple departments
    • Replacing shapes
    • Real time checking when creating diagrams
  • Creating, moving and formatting connection lines
  • Selecting shapes and connecting lines
  • Working with Off-Page Connector Lines
    • Using enhanced indicators
  • Viewing
    • Pan and Zoom
    • Master Pages
    • Splitting the Process window
  • Text
    • Creating and moving text blocks
    • Callout lines
    • Showing hidden text lines
    • Formatting text
  • Using the Format Painter
  • Navigational Aids
    • Navigating between Process Maps

Advanced Diagramming

  • Shape Numbering
    • Display/Hide shape numbers
    • Automatically renumbering shapes
    • Positioning and formatting shape numbers
  • Inserting Phases
  • Formatting Diagrams
    • The Process Map
    • Phases
    • Lanes (Departments)
    • Borders and Dividers
    • Indicators
    • Setting diagram defaults
  • Decision Shapes
    • Specifying output paths
    • Moving case text
    • Toggling case text
  • Using the Spell Checker
  • Creating and manipulating graphics
  • Creating custom shapes
  • Managing Shapes
    • Creating custom shape palettes
    • Using the Shape Library
    • Fast formatting shapes using styles
  • Creating, using and managing templates

Data Entry Overview

  • Process Data Overview
  • Shape properties
  • Task Data
    • Work duration
    • Delay duration
    • Value class
  • Resource Data
  • Output Data
  • Displaying shape data in the diagram

Input & Output

  • Printing
    • Viewing & controlling page breaks
    • Print preview
    • Page setup
    • Printing
    • Working in book mode
    • Working in poster mode
  • Improved headers & footers
  • Inserting diagrams into Word & PowerPoint
  • Linking diagrams between Process and PowerPoint
  • Creating and modifying links to external applications
    • Outputting diagrams to the Intranet
      (including hierarchy)

Creating Hierarchy

  • Overview
  • Managing process diagrams
    • Creating a new process
    • Linking processes
    • Displaying sub processes
    • Renaming, copying and deleting a process
  • Creating a hierarchy within a document
    • Working with container shapes

Day Two

iGrafx Process 2011

The Process Environment

  • Simulation Overview
  • Modelling and simulation environment
  • Trace simulation
    • Executing a simulation with Trace
    • Trace mode colour animation
    • Using the Trace toolbar
  • Establishing and modifying the Simulation Scenario
  • Run setup
    • Setting simulation start and end
    • Compressed v’s Calendar time
    • Setting warm-up time
    • Creating and using Snapshots
  • Generators
    • Setting “push” or “pull” transaction generators
    • Working with Completion, Demand, Interarrival, Event based and Timetable generators
    • Limiting a generator to a custom schedule
    • Setting and managing multiple generators
  • Resources
    • Adding and modifying resources
    • Assigning costs to resources
    • Assigning overtime limits to resources
    • Limiting resources to custom schedules
  • Schedules
    • Creating and modifying schedules
    • Creating schedules for multiple shifts
    • Creating schedules that incorporate public holidays etc
    • Setting events
  • Initialising attributes
  • Monitors
  • The Report
    • Manipulating a report element
    • Copying & Pasting report elements
    • Custom statistics
    • Editing simulation data
    • Adding monitor information to a report
  • Running Simulations
    • Running a single simulation
    • Running randomised simulations
    • Setting pause points
    • Managing parallel processes
    • Simulating scheduled and un-scheduled downtime
    • Appending simulation results to existing reports for comparison purposes

Advanced Simulation

  • Batching and un-batching transactions
  • Gating transactions
  • Setting simulation start points
  • Splitting and joining transactions
  • Managing transaction queues
  • Duplicating transactions
  • Discarding transactions

Controlling the Flow

  • Modelling concepts
    • Activities
    • Transactions
    • Resources
    • Transaction flow
    • Time
    • Cost
  • Attributes & Types
    • Attribute locations
    • Built-in attributes
    • Creating and modifying types
    • Creating and modifying attributes
  • Creating and Modifying Functions
  • Expressions
    • Overview
    • The Expression Editor
    • Adding attributes to expressions
    • Adding members to expressions
    • Adding operators to expressions
    • Operator evaluation order
    • Adding functions to expressions

Activities

  • Overview
  • Defining activity behaviour
  • Properties overview
  • Activity transaction processing order
  • The Expression toolbar
  • Acquiring external data
  • Inputs Tab
    • Collection
    • Start points
    • Queue method
    • Wait time
  • Resources tab
    • Acquiring a resource
    • Manipulating activity resources
  • Attributes tab
    • Manipulating attributes in activities
    • Adding attributes in activities
  • Task tab
    • Duration
    • Delay
    • Process
    • Activity base
    • Capacity
    • Limited schedule
    • Overtime
  • Outputs tab
    • Decision
    • Splitting
    • Stopping transactions
  • Summary tab
    • Viewing statistics

Simulation Project

  • Executing a modelling and simulation project
    • Establishing objectives and constraints
    • Gather, analyse and validate data
    • Build an accurate model
    • Conduct simulation experiments
    • Document and present results

Day Three

iGrafx Process 2011

Case Studies & Further Simulation Features

Course Objective:  Facilitates moving from the class room (the theoretical) to the real world (the practical).  People come away from the two days with a sense of confidence that they can return to their work environment and continue to tackle their real world challenges.

Case Studies

  • Customers in bank queue
  • Inbound call centre
  • Controlling rate at which transactions are received
  • Ensuring “items” are handled by the same person every time the “item” is returned to a given department for processing
  • Acquiring and releasing resources
  • Controlling the flow of transactions through a process map
  • Schedules and shifts
  • Managing shared resources
  • Assigning resources to tasks based on resource’s skill or capacity
  • Part time v’s full time resources
  • Understanding the different times involved e.g. cycle time v's service time
  • Batching transactions
  • Scheduled v's unscheduled downtime
  • Tracking waste and re-work

Further Simulation Features….

  • Simulation Time Statistics Explained
  • Advanced Attribute features
  • Using attributes to specify durations
  • Working with monitors

Working on your real world project ….