Process Assessment & Promapp Training
Overview
OSI helps UC San Diego teams document, analyze, and improve their workflows through structured process assessments.We combine Lean Six Sigma methods with Promapp, the campus’s process mapping tool, to create clear, visual representations of how work gets done. OSI can either train your team to map and assess their own processes or lead a full analysis on your behalf.
The result is greater visibility into inefficiencies and practical guidance for building more streamlined, effective operations.
What We Offer
We offer specialized support to help you document, assess, and optimize the workflows that keep your unit running.
Promapp Training
Interactive virtual session where an OSI facilitator teaches how to build, edit, and maintain clear, standardized process maps using UC San Diego’s Promapp tool.
Process Assessments
Detailed evaluations of workflows to identify inefficiencies and guide improvement.
What to Expect
Training That SticksPromapp Training includes real examples, sandbox exercises, and tips to ensure participants feel confident building and maintaining process maps.
Workflow Clarity
Our process assessments use Lean and Promapp tools to map your process, identify breakdowns, and gather stakeholder input.
Actionable Insights
We deliver a visualized process and practical recommendations to streamline work and improve performance.
Project Spotlight - Research Compliance: Defining the External Approval Workflow
The Challenge and Our Approach
OSI partnered with the Office of Research Compliance and Integrity to assess and map how UC San Diego researchers navigate the complex approvals required for external collaborations. The process involved multiple offices and compliance areas, including conflict of interest, export control, academic personnel policies, and research security.
The Impact
Through interviews, live observations, and guided Promapp sessions, OSI documented the full workflow—from initial invitation to final disclosures. The resulting validated process map now serves as a reference tool for internal teams and campus researchers. It has made the process easier to explain, improved researcher understanding, and accelerated onboarding for new staff with a clear, visual guide.
OSI partnered with the Office of Research Compliance and Integrity to assess and map how UC San Diego researchers navigate the complex approvals required for external collaborations. The process involved multiple offices and compliance areas, including conflict of interest, export control, academic personnel policies, and research security.
The Impact
Through interviews, live observations, and guided Promapp sessions, OSI documented the full workflow—from initial invitation to final disclosures. The resulting validated process map now serves as a reference tool for internal teams and campus researchers. It has made the process easier to explain, improved researcher understanding, and accelerated onboarding for new staff with a clear, visual guide.
Let's Work Smarter, Together
Connect to see how we can support your team in working smarter and planning for what’s next.