Customer Portal Document Approval

Document submitted via portal for customer review, markup, and approval

Professional Services
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Lead Time

259.9h

Cycle Time

7.4h

Wait Time

252.5h

PCE

2.4%

Stages

8

Bottleneck

Client Review Period

Value-Add vs Non-Value-Add

Value-Add (VA)

An activity is value-add if it meets all three criteria:

  • The customer is willing to pay for it
  • It transforms the product or service
  • It is done right the first time

Examples: Assembly, diagnosis, treatment, coding, machining, testing

Non-Value-Add (NVA)

Activities that consume time or resources but don't add value from the customer's perspective:

  • Waiting — queues, approvals, batching delays
  • Transport — moving materials or information
  • Motion — unnecessary movement of people
  • Rework — correcting defects or errors
  • Over-processing — doing more than required

Note: Some NVA is necessary (compliance, safety). Target unnecessary NVA first.

Process Timeline

Value-Add vs Non-Value-Add

Bottleneck Analysis

Stage Efficiency

# Stage Cycle (h) Wait (h) VA Resource Defect % Efficiency
1 Document Prepared & Uploaded 2.0 4.0 VA Consultant 8.0% 33.3%
2 Internal QA Review 1.0 24.0 VA Senior Reviewer 12.0% 4.0%
3 Published to Client Portal 0.1 0.5 VA System 2.0% 16.7%
4 Client Notification Sent 0.05 0.0 NVA System 3.0% 100.0%
5 Client Review Period 1.0 120.0 NVA Client 0.0% 0.8%
6 Client Comments / Markup 1.0 48.0 VA Client 15.0% 2.0%
7 Revisions Actioned 2.0 8.0 VA Consultant 8.0% 20.0%
8 Final Approval / Sign-Off 0.25 48.0 VA Client 2.0% 0.5%