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BUSINESS-ANALYSIS5 MIN READ

From Messy Notes to BPMN

Convert process notes into a simple BPMN-style model that exposes handoffs and decisions.

The notes are narrative: "customer emails, agent checks policy, maybe supervisor, finance pays, sometimes missing documents." They hide boundaries, decisions, ownership, and exception flow. Classify notes into BPMN-style events, tasks, gateways, and handoffs before polishing the diagram. The common trap is to draw a beautiful flowchart that turns every phrase into a task. That misses decisions, waits, and role boundaries, which are usually where requirements defects hide. Step 1 Mark boundaries: Start = claim email received. End = customer notified of payment decision. Boundaries stop the model from drifting into customer support before the claim or accounting after payment. Step…

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