Process Improvement Workshops

circleindigo supported a business and Information Services programme of work to define both As-Is and To-Be business processes for Trade Promotion Management, Effectiveness and Optimisation.

Business need

  • To understand and capture current As-Is business processes and systems used to deliver Trade Promotion Management activity
  • To define new To-Be business processes for Trade Promotion Management, Effectiveness and Optimisation
  • To identify hot-spots or parts of the business process that required more urgent attention
  • To outline possible areas of quick wins
  • To engage all senior staff involved in Trade Promotion Management from across three different business units

What circleindigo did

  • Consultation with the business and information services programme leaders to understand the programme and work context
  • Designed and delivered a series of two day As-Is and To-Be process definition workshops to develop and build swim lane analysis process models
  • Created a highly participative and interactive series of workshops
  • Involved all key business representatives responsible for Trade Promotion Management in the three separate business units


  • Created and defined As-Is and To-Be business process maps, with interdependencies in sequential time flow
  • Clearly defined areas for possible quick wins
  • Programme team fully engaged in both the process and the programme of work
  • Clear actions for the way forward

Private, public, third sector clients

  • QBE
  • Novartis
  • RSA
  • Sareos
  • Zero Waste Scotland
  • Brit Insurance
  • Department for Environment, Food and Rural Affairs (DEFRA
  • West Kent Arts Patnership
  • MARS
  • Training for Life
  • Vodafone
  • MBNA
  • Learn Purple
  • Catalyst
  • Maritime Cluster
  • Change First
  • Ministry of Defence (M.o.D)
  • Barclays
  • English National Balle
  • Mental Health Research Network (MHRN)
  • European Bank for Reconstruction & Development
  • Criminal Injuries Compensation Authority (CICA
  • BT
  • Triodis Bank
  • Pace
  • IMS
  • Fifteen Foundation
  • St. Ethelburgas Centre for Reconciliation & Peace
  • McDonalds
  • Hockerill College
  • Allianz
  • Cubic
  • Stakeholder Forum For a Sustainable Future
  • London Borough of Barking and Dagenham
  • Greenwich Local Authority Childrens Services
  • Institute of Education (IoE)
  • Spear
  • Elavon
  • Home Office
  • Health & Safety Executive
  • Turkcell
  • RBS
  • University of Westminster
  • Training and Development Agency (TDA)
  • Sir Oswald Stoll Foundation
  • United Nations Development Programme (UNDP)
  • Ident Trust
  • Government Office for London
  • Virgin Media
  • Barclay Card
  • Diabetes UK
  • British Gas
  • International Union for Conservation of Nature (IUCN)
  • Centrica
  • Business, Innovation & Skills UK Government Department
  • Diageo
  • WiPM (Women in Project Management)
  • Allergan
  • Citizen’s Advice Bureau
  • Severn Trent Services
  • Bruel & Kjaer
  • Action For Children
  • The Royal British Legion
  • ACAS
  • The Talent Foundation
  • Broadway Theatre
  • The Prince’s Trust
  • Office for Criminal Justice Reform (OCJR)
  • Jobcentre Plus
  • jkr
  • Johnson Service Group PLC
  • Waste & Resources Action Programme (WRAP)
  • Shoreditch Trust
  • Cross Roads Care
  • School-Home Support
  • Harris HospisCare
  • NHS
  • KnowledgeBrief
  • Scott Wilson
  • UCAS
  • Upstage
  • BBC
  • Hyde Plus
  • Clinical Research Network
  • Citi
  • Police Strategy Unit (PSU)
  • BP
  • Independent Living Fund – Scotland
  • Natwest
  • Zurich
  • Walt Disney
  • United Nations Environment Programme (UNEP)
  • Participle
  • Eurojet
  • University of Leicester

Our clients

We work with profit and non-profit organisations, cross-sector and cross-industry with executive and leadership teams, staff at all levels, customers, suppliers and prospective partners.

More details


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