Phase 03

AS-IS analysis and TO-BE redesign

Map how work moves today, locate failure demand and then redesign the flow around earlier quality checks and visible progress.

6registered pain pointsFive high and one medium
5AS-IS stagesReceive through close
5TO-BE stagesGuide through inform
3control boundariesAutomate, human, governance

See the proposed journey in action

From incomplete intake to a clearer handoff

Try the five-step application demo: guided questions, a conditional evidence checklist, validation and a safe sample confirmation.

Try application demo

BPMN: the rework loop and the proposed controls

Public-review models refine the original case-study drafts: explicit lanes, decision paths and a non-interrupting review timer. They are analysis models, not executable workflows.

AS-IS: manual intake and document reworkOpen diagram at full size ↗
Intake staff log and check an application. Missing evidence returns through a resubmission loop; case workers assess eligibility and supervisors handle complex cases before closure.

Intake staff log and check an application. Missing evidence returns through a resubmission loop; case workers assess eligibility and supervisors handle complex cases before closure.

TO-BE: quality at entry, human decisionsOpen diagram at full size ↗
Guided intake validates evidence before a case is created. Exceptions go to a supervisor. A non-interrupting timer prompts escalation while review continues; the human decision feeds one notification and closure path.

Guided intake validates evidence before a case is created. Exceptions go to a supervisor. A non-interrupting timer prompts escalation while review continues; the human decision feeds one notification and closure path.

Circles: events · Rounded rectangles: tasks · Diamonds: exclusive decisions · Dashed timer boundary: escalation without cancelling the review. Scroll within a diagram to follow its branches.

AS-IS

Late quality discovery

  1. 1
    Receive

    Different channels begin with different guidance.

  2. 2
    Check

    Completeness is checked manually and late.

  3. 3
    Chase

    Staff and applicants repeat document follow-up.

  4. 4
    Assess

    Cases wait across handoffs and exceptions.

  5. 5
    Close

    Status and reporting are updated separately.

TO-BE

Governed entry and visible progress

  1. 1
    Guide

    One governed question set supports digital and assisted service.

  2. 2
    Validate

    Required fields and conditional evidence are checked at entry.

  3. 3
    Create

    One case identifier starts an auditable event trail.

  4. 4
    Route

    Approved rules move routine work; exceptions reach people.

  5. 5
    Inform

    Applicant-safe status events show progress and next action.

Automate safely

  • Field and format validation
  • Conditional evidence checklist
  • Explainable routing and SLA events
  • Approved notifications and audit events

Keep human

  • Eligibility and hardship decisions
  • Ambiguous evidence
  • Policy interpretation
  • Document and priority exceptions

Control

  • Role-based overrides
  • Privacy-safe public status
  • Accessibility and assisted routes
  • Fallbacks and stop/go gates
My analysis and method Why this phase matters

Process mapping exposes handoffs, delays, exceptions and repeated work that individual screens or reports cannot explain.

Capability demonstrated

What this work shows

AS-IS analysis

Connected operational symptoms to handoffs, re-keying and late validation.

TO-BE design

Defined a simpler future state with explicit exception paths.

Automation judgement

Separated safe orchestration from consequential human decisions.

Portfolio boundary

Fictional municipal scenario, synthetic data, simulated discovery and validation. No City of Toronto affiliation or claimed production outcome.

Municipal Housing Service Transformation · Independent portfolio case study

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