Customer Portal Document Approval
Document submitted via portal for customer review, markup, and approval
Professional ServicesLead 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% |