OCEB 2 Business Intermediate study plan
OCEB 2 Business Intermediate · Give each week a clear focus.
8 weeks · About 6 hours per week
Business Process Management fundamentals, concepts and terminology & Process identification, process landscape and process architecture
Define BPM and distinguish it from workflow management and case management using OCEB terminology.
Explain the BPM lifecycle phases (discovery, design, execution, monitoring, optimization) and their interrelations.
Identify the purpose and components of a process landscape and process architecture.
Classify processes into core, support, and management categories with examples.
Draft a simple process architecture diagram for a familiar organization.
Your checkpoint
A one-page process landscape diagram with at least 10 processes categorized as core, support, or management, plus a short glossary of 10 BPM terms.
Process modelling with BPMN (core elements, events, gateways, subprocesses)
Model a business process using BPMN core elements: tasks, events, gateways, sequence flows, pools, and lanes.
Differentiate between exclusive, inclusive, and parallel gateways and select the correct one for given scenarios.
Apply intermediate events (message, timer, error) appropriately in a process model.
Create a BPMN model with a subprocess and explain its purpose.
Validate a BPMN model against common modeling guidelines (e.g., proper start/end events, gateway usage).
Your checkpoint
A BPMN diagram (using free tools like bpmn.io or Camunda Modeler) of a 10+ step process that includes at least one subprocess, two gateway types, and two intermediate events, accompanied by a brief explanation of modeling choices.
Process modelling with BPMN (core elements, events, gateways, subprocesses) & Process analysis and improvement (as-is/to-be, value-added analysis, root-cause analysis)
Analyze an as-is BPMN model to identify bottlenecks, rework loops, and non-value-adding activities.
Conduct a value-added analysis on a process step list, classifying each step as value-adding, business-value-adding, or non-value-adding.
Apply root-cause analysis techniques (e.g., 5 Whys, fishbone diagram) to a process problem.
Propose improvements to a process and model the to-be state in BPMN.
Compare as-is and to-be models to quantify potential improvements.
Your checkpoint
A process improvement report containing an as-is BPMN model, a value-added analysis table, a root-cause analysis (fishbone or 5 Whys), and a to-be BPMN model with a summary of expected benefits.
Process analysis and improvement (as-is/to-be, value-added analysis, root-cause analysis) & Process design and redesign, process reengineering
Explain the principles of process redesign and reengineering (e.g., elimination, simplification, integration, automation).
Differentiate between continuous improvement and radical reengineering.
Apply process redesign heuristics to a given process scenario and justify changes.
Evaluate the impact of redesign on organizational roles and IT systems.
Create a redesign proposal for a process, including a BPMN to-be model and a risk assessment.
Your checkpoint
A redesign proposal document that includes a BPMN to-be model, a list of redesign heuristics applied with justifications, and a risk/impact assessment table.
Process performance measurement and key performance indicators
Define key performance indicators (KPIs) for process performance (time, cost, quality, flexibility).
Calculate process cycle time, throughput, and defect rate from given data.
Design a measurement plan for a process, including leading and lagging indicators.
Interpret a process performance dashboard and identify areas for improvement.
Explain the relationship between process KPIs and organizational strategy.
Your checkpoint
A process performance measurement plan for a chosen process, including at least 5 KPIs with definitions, formulas, data sources, and target values, plus a mock dashboard.
Process implementation, automation and workflow management
Describe process implementation approaches (e.g., pilot, phased, big-bang) and their trade-offs.
Explain workflow management concepts and the role of a workflow management system (WFMS).
Identify process automation opportunities and classify them by complexity and benefit.
Map BPMN elements to workflow engine constructs (e.g., tasks to user/service tasks, gateways to routing).
Outline a change management plan for process implementation.
Your checkpoint
An implementation and automation plan for a process, including a workflow model (BPMN) annotated with automation candidates, a change management outline, and a list of implementation risks.
Process monitoring, controlling and governance & Process performance measurement and key performance indicators
Define process monitoring and controlling activities and their inputs/outputs.
Set up a process control cycle using KPIs and define corrective actions.
Explain process governance structures (roles, responsibilities, policies).
Design a process audit checklist based on governance requirements.
Integrate performance measurement into monitoring and governance.
Your checkpoint
A process governance and monitoring framework document that includes a RACI matrix for process roles, a monitoring plan with KPIs and thresholds, and an audit checklist.
Business Process Management fundamentals, concepts and terminology & Process identification, process landscape and process architecture & Process modelling with BPMN (core elements, events, gateways, subprocesses) & Process analysis and improvement (as-is/to-be, value-added analysis, root-cause analysis) & Process design and redesign, process reengineering & Process performance measurement and key performance indicators & Process implementation, automation and workflow management & Process monitoring, controlling and governance
Review all domains using a practice exam or comprehensive question set.
Identify weak areas through self-assessment and revisit key concepts.
Synthesize knowledge by creating a mind map linking all domains.
Practice time management by completing a timed mock exam.
Finalize a one-page summary sheet of critical facts and definitions.
Your checkpoint
A timed mock exam score of at least 80% and a one-page summary sheet covering key concepts from all domains.
Milestones
Week 4: Successfully model an as-is and to-be process in BPMN, complete a value-added analysis and root-cause analysis, and achieve at least 70% on a self-made quiz covering domains 1-4.
Week 6: Demonstrate understanding of process performance measurement by calculating KPIs from a case study and achieve at least 75% on a practice test for domains 5-6.
Week 8: Score at least 80% on a full-length timed mock exam covering all domains and submit the one-page summary sheet.