business process Archives | Comidor Platform All-in-one Digital Modernization Mon, 17 Feb 2025 13:45:39 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png business process Archives | Comidor Platform 32 32 What Are Operational Business Processes? https://www.comidor.com/knowledge-base/business-process-management-kb/core-business-processes/ Mon, 17 Feb 2025 05:01:55 +0000 http://192.168.1.9:8888/?p=413 The post What Are Operational Business Processes? appeared first on Comidor Low-code Automation Platform.

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What are Operational Business Processes (Core Business Processes)?

Depending on the organization’s activity business processes are often broken up into different categories (for more information read the relative article about the types of business processes). One of these categories is the “operational business processes”.

During your search regarding the operational process meaning, you will realize that there are several different terms for operational processes. You can find them as primary processes, essential processes, and core processes. However, all of them are supposed to refer to the essential business activities/tasks that deliver value to the customer by contributing to the process of producing a product or a service.

Operational processes or core business processes are the “key activities or cluster of activities which must be performed in an exemplary manner to ensure a firm’s continued competitiveness because it adds primary value to an output.”

Dealing with these processes is very crucial as these are the fundamental processes that affect directly the deliverables to the clients. Well-defined operational processes help organizations to adapt to any market change smoothly, providing at the same time boundless valuable information. After creating operational business processes, extra elements can be added to improve outputs, optimize and improve processes,  and finally achieve operational and process excellence.

The Difference Between Operational Processes, Business Processes, and Business Process Operations

Operational Business Processes, Business Processes, and Business Process Operations are not the same, although they are closely related. In short, operational business processes are specific activities that are performed regularly by an organization to add value to the end-user, business processes are the broader workflows designed to meet strategic objectives, while business process operations refer to the management and optimization efforts that ensure these processes run smoothly and efficiently.

Understanding Operational Business Processes

This refers to the core activities or tasks that an organization performs regularly to deliver its products or services. These processes are essential to the day-to-day functioning of the business.
Example: Order fulfillment, customer support, inventory management, and product development are all operational business processes.

Understanding Business Processes

Business processes refer to a broader range of activities or workflows that an organization follows to achieve its strategic goals and objectives. These processes are more comprehensive and may span multiple departments or teams. They define the sequence of tasks that guide the business toward achieving its vision, from the strategic planning stage to the final delivery of products or services.
Example: The product development process, which includes research, design, manufacturing, and marketing, is a business process.

Understanding Business Process Operations

This term typically refers to the management and optimization of those operational business processes. It focuses on overseeing how these processes are performed, ensuring they are efficient, effective, and aligned with business goals. It can also involve monitoring, controlling, and improving operational processes to achieve better business performance.

Operational Business Processes Within a Company

Types of Core Business Processes of a Company | Knowledge base | Comidor BPM

As mentioned before, those processes are customer-oriented because their main feature is to directly add value to the customer. It is up to each business to define what it considers an operational process.

Some of the operational business processes of a company can be found in the following business areas:

  • Marketing
  • Sales
  • Logistics – Product Delivery
  • Operations
  • Customer Support

Identifying Operational Business Processes

Identifying operational processes is a tricky procedure since giving attention and focusing on details is demanding. You can define these processes by combining the inputs, outputs, sequential activity, and an objective to manage and improve business processes.

1. Evaluate inputs and outputs

The first step should be the evaluation of inputs and outputs. Your inputs are all the resources for your company such as materials, knowledge, and human resources, whereas outputs are deployed to cut down on the extended use of your potential resources. The difference between inputs and outputs lies in the cost. The more you use the inputs the higher the cost will be. On the other hand, the cost of the outputs declines when their use increases.

2. Asking for feedback

Secondly, find the best practice between hundreds by asking for feedback. Poll your employees to identify needs or procedures’ descriptions or ask your customers for their opinions. Are they satisfied with your services? Do they feel that something is missing from your operational processes?

3. Make your Process Analysis

Continue with analyzing your processes. Check the potential risks, such as extra taxes or capital costs. Moreover, think if you are producing your product/ service with the minimum cost in the minimum time. Have you managed error rates and ROI?

4. Analyze your results

Finally, measure data before starting the operational process implementation and then analyze the results. Are you satisfied enough with the results? If the answer is “Yes”, then start applying your processes and set it as a manual one.

Comidor offers business process automation and management capabilities, that can help you throughout the entire process.  It helps you in orchestrating,  developing, analyzing, and monitoring the processes at each task level, as well as evaluating the overall business performance.

The main key is to optimize these operational processes, and the aim of it is to add value at every step, to give additional value to the product/ service that gets delivered to the client. Improving these processes has a direct effect on the output of the business.

As it is referred by TechRepublic, it is also important to educate participants on operational processes and inform them about positive results and implementation.

It is worth mentioning that you should remeasure your operational business processes’ results because technology, methods, and behavior are changing constantly.

Why is Identifying and Automating Operational Processes Important?

1. Increases Efficiency

Identifying and automating operational processes streamlines tasks, reduces manual effort, and eliminates redundancies. Automation allows teams to focus on higher-value activities, improving overall productivity and workflow efficiency.

2. Reduces Human Error

Manual processes are prone to mistakes, which can lead to costly errors. By automating repetitive tasks, the risk of human error is significantly minimized, ensuring consistent and accurate results.

3. Saves Time and Costs

Automating operational processes leads to faster completion of tasks, ultimately saving time. This efficiency translates into cost savings, as fewer resources are needed to complete the same work.

4. Enhances Scalability

As a business grows, scaling operations becomes challenging. Automation enables processes to handle larger volumes of work without additional manual labor, making it easier to scale up without a proportional increase in overhead.

5. Improves Decision-Making

Business Process Automation tools can provide real-time data and insights, giving businesses a clearer view of performance. With this information, decision-makers can make informed choices based on up-to-date data, leading to better strategic planning.

6. Boosts Employee Satisfaction

When employees are freed from repetitive and mundane tasks through automation, they can focus on more engaging and creative aspects of their work. This leads to higher job satisfaction and a more motivated and empowered workforce.

Streamlining Operational Processes with Comidor

Business Process Management platforms, like the Comidor platform which combines BPM, Low-Code, and cognitive automation features, help businesses to reach a successful implementation of consistent processes and accomplish their continuous optimization.

The post was originally published on October 18, 2017.

Streamline and optimize your business processes, and automate end-to-end workflows

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The Power of Process Mining Tools: Unlock Efficiency and Drive Innovation in Business Operations https://www.comidor.com/knowledge-base/business-process-management-kb/process-mining/ Mon, 30 Dec 2024 14:34:02 +0000 https://www.comidor.com/?p=38232 In today’s fast-paced world, organizations are constantly looking for ways to streamline operations and boost efficiency. One powerful tool in that direction that’s gaining attention is process mining. Process mining tools use data from business processes to uncover valuable insights that can transform how organizations work. Gartner projects that the process mining market will grow […]

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In today’s fast-paced world, organizations are constantly looking for ways to streamline operations and boost efficiency. One powerful tool in that direction that’s gaining attention is process mining. Process mining tools use data from business processes to uncover valuable insights that can transform how organizations work. Gartner projects that the process mining market will grow to $2.3 billion by 2025, driven by a compound annual growth rate (CAGR) of 33%. This significant expansion reflects the increasing adoption of process mining tools among large enterprises. For example, a hospital used process mining to analyze patient flow in its emergency department. This helped identify bottlenecks, reduce wait times, and improve patient satisfaction and efficiency.

Process mining combines data mining and process management, using event logs from IT systems to analyze and improve real-world processes. This blend of data science and process management enables organizations to become more agile and efficient.

Join us to explore process mining—what it is, how it differs from process discovery, how it works, and the techniques and stages involved. Discover the transformative potential of this game-changing technology.

What is Process Mining

As mentioned in the introduction, process mining is a transformative technique used to analyze business processes by extracting insights from event logs stored in information systems. Unlike traditional process modeling methods, which rely on subjective input, process mining tools utilize real data to provide an objective view of how processes are executed within an organization.

By examining event logs, process mining uncovers hidden patterns, bottlenecks, and variations, offering organizations a clear understanding of their workflows, deviations, and inefficiencies. This data-driven approach enables stakeholders to identify areas for improvement and optimization, ultimately enhancing operational efficiency and driving organizational success.

process mining explanationProcess Mining vs. Process Discovery

While both process mining and process discovery focus on understanding and improving business processes, they are distinct in their approaches, methodologies, and outcomes. In comparison to process mining which is a data-driven approach that uses event logs from IT systems like ERP, CRM, and workflow automation software to analyze and improve actual business processes, process discovery is a technique to uncover and define business processes from scratch, often using interviews, workshops, and observations.

Purpose: Process mining focuses on analyzing existing event logs to improve process efficiency and compliance, while process discovery is the initial step in process mining, aiming to construct process models from observed events.

Analysis vs. Construction: Process mining analyzes historical data to understand how processes are executed, while process discovery constructs process models based on observed events, providing a foundation for further analysis.

Insight Generation: Process mining generates insights from existing data, uncovering actual process flows and deviations. In contrast, process discovery focuses on constructing an initial process model to understand process structure and behavior.

Iterative Process: Process mining is often an iterative process, where insights from initial analysis inform further data collection and refinement. Process discovery serves as a starting point for this iterative cycle, providing a baseline model for subsequent optimization efforts.

Feature Process Mining Process Discovery
Data Source Event logs and system data Interviews, workshops, observations
Focus Data-driven analysis Human-driven process understanding
When to Use When event logs are available When processes are undocumented
Outcome Visualizations of actual processes Descriptions or diagrams of processes
Precision High accuracy based on real-time data May vary based on stakeholder input

Phases in the Data/Process Mining Process

  1. Discovery: This initial phase involves not only identifying data sources but also understanding the context and objectives of process mining within the organization. Stakeholders define the scope of the analysis, identifying key processes and desired outcomes.
  2. Data Preparation: Once data sources are identified, the next step is to prepare the data for analysis. This involves data cleaning, transformation, and integration from various sources to create a unified dataset suitable for process mining.
  3. Process Modeling: In this phase, process mining algorithms are applied to the prepared dataset to construct process models. These models represent the sequence of activities, dependencies, and decision points within the process, providing a visual representation of how the process flows.
  4. Analysis and Interpretation: Once process models are constructed, they are analyzed to uncover insights and patterns. Stakeholders interpret the results to identify bottlenecks, inefficiencies, and opportunities for improvement. This phase may involve statistical analysis, visualization, and collaboration among different stakeholders.
  5. Validation and Verification: Before implementing any changes based on process mining insights, it’s crucial to validate the findings and verify their accuracy. This may involve comparing the constructed process models with domain knowledge or historical records to ensure they accurately reflect the reality of the process.
  6. Implementation and Monitoring: Finally, the insights gained from process mining are implemented in the organization’s processes. This may involve redesigning workflows, reallocating resources, or introducing new technologies. Continuous monitoring is essential to track the impact of these changes and make further adjustments as needed.
  7. Continuous Improvement: Process mining is not a one-time activity but rather a continuous journey of improvement. Organizations should regularly revisit their process models, collect new data, and refine their analysis to adapt to changing business needs and drive ongoing optimization.

Process Mining Phases | ComidorProcess Mining Techniques

  • Process Discovery: This technique involves extracting process models from event logs to visualize how processes are executed. Various algorithms such as alpha, heuristic, and genetic algorithms are employed to construct these models, offering insights into process flow and behavior.
  • Conformance Checking: Conformance-checking techniques compare observed behavior with predefined process models to identify discrepancies and deviations. By assessing the alignment between actual executions and expected behavior, organizations can pinpoint areas of non-compliance or inefficiency.
  • Enhancement Mining: Enhancement mining focuses on optimizing existing process models to improve efficiency and performance. This technique involves analyzing process models to identify bottlenecks, redundancies, and opportunities for streamlining. By implementing changes based on these insights, organizations can enhance process efficiency and achieve better outcomes.
  • Predictive Process Analytics: Predictive process analytics utilizes historical event data to forecast future process behavior. By analyzing past patterns and trends, organizations can predict potential issues, anticipate future resource needs, and make proactive decisions to optimize processes and enhance performance.
  • Social Network Analysis: Social network analysis examines the relationships and interactions between individuals or entities involved in a process. By visualizing communication patterns and collaboration networks, organizations can identify key influencers, communication bottlenecks, and opportunities for improving collaboration and knowledge sharing.
  • Performance Mining: Performance mining techniques focus on analyzing process performance metrics to identify areas for improvement. By monitoring key performance indicators (KPIs) such as cycle time, throughput, and resource utilization, organizations can pinpoint inefficiencies and optimize processes to achieve better performance outcomes.
  • Text Mining: Text mining techniques analyze unstructured textual data within event logs to extract valuable insights. By mining text data from sources such as emails, chat logs, or support tickets, organizations can uncover hidden patterns, sentiment analysis, and emerging issues that impact process performance.

Conclusion

Process mining tools help businesses improve by analyzing event logs to uncover how processes truly work. It reveals patterns, identifies bottlenecks, and highlights areas for improvement. As we conclude, think of process mining not just as a tool but as a guide, leading us to a future where efficiency, agility, and innovation drive success.

Author Bio:
Vijayashree Shinde is the Digital Marketing Executive. She has worked in a wide range of industries, including the software testing industry. Currently, she is a Digital Marketer at Testrig Technologies. In addition to as marketing expertise, Vijayashree enjoys writing articles on quality assurance for a larger audience.

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Business Process Transformation: Unlocking Success and Growth https://www.comidor.com/knowledge-base/business-process-management-kb/business-process-transformation-unlocking-success-and-growth/ Thu, 29 Feb 2024 11:54:57 +0000 https://www.comidor.com/?p=37889 In today’s fast-paced, dizzyingly high-tech-driven world, businesses are continually faced with the pressures to adapt and evolve. One of the critical strategies for staying competitive and relevant is a commitment to ever-evolving progress, sometimes in the form of “Business Process Transformation.” Business Process Transformation (BPT) is a comprehensive approach to change, involving a radical rethinking […]

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In today’s fast-paced, dizzyingly high-tech-driven world, businesses are continually faced with the pressures to adapt and evolve. One of the critical strategies for staying competitive and relevant is a commitment to ever-evolving progress, sometimes in the form of “Business Process Transformation.” Business Process Transformation (BPT) is a comprehensive approach to change, involving a radical rethinking of just how an organization conducts its operations, aiming to bring about significant improvements in both performance and customer satisfaction. 

What is Business Process Transformation? 

At its core, Business Process Transformation is the act of fundamentally reevaluating and overhauling an organization’s processes to achieve dramatic improvements; it’s not just about tweaking existing procedures – it’s about reimagining them in the context of current technological capabilities and market demands. Ways to increase efficiency and lower the cost of services include adding new technology, changing how things operate, and focusing more on different markets. Ultimately, the end goal is to make all these changes without taking anything away from the products or services. 

Challenges Businesses Face in Converting Processes to Digital 

Transitioning to digital processes is not without its difficulties, and that’s an understatement. Businesses encounter various challenges that can impede their transformation efforts, such as: 

1. Resistance to Change

One of the most significant barriers to digital transformation is the inherent resistance to change that lurks within many organizations – and it’s more common than you might think. Even progressive employees may be comfortable with the systems they use and the way they work, and, naturally, any disruption can lead to uncertainty and apprehension.

2. Financial Constraints

Investing in new technologies and training can be expensive. Small and medium-sized enterprises, in particular, may find it challenging to allocate the necessary funds for such an overhaul.

3. Data Security and Privacy Concerns

As businesses digitize their processes, they handle an increasing amount of sensitive data electronically. This transition raises concerns about data security and privacy, requiring robust measures to protect against breaches and cyber-attacks. Additionally, forming an LLC can provide an added layer of protection, as it separates personal and business assets, limiting personal liability in the event of a cyber security breach or legal issues arising from data-related incidents. Staying on top of the latest security technology trends, from thermal security camera technologies for physical security to zero-trust access methods for cyber security, is more crucial than ever.

4. Talent Acquisition and Retraining

Digital transformation requires an empowered workforce equipped with the necessary skills. Finding and retaining talent with expertise in emerging technologies can be quite a tall order. Additionally, current employees often need to be retrained to adapt to new systems and processes, so there’s plenty to consider in this area alone. Last but not least, having a Digital Transformation Leader is essential to motivate and engage employees.

5. Integration and Compatibility Issues

The process of using new technology isn’t always for the faint-hearted; often takes a long time to figure out, causing frustrations and delays. Plus, if it doesn’t get figured out in good time, it may very well cost the business even more money.

Benefits of Business Process Transformation

Despite the challenges, the advantages of BPT are compelling and can be a significant driver of success:

1. Enhanced Efficiency and Productivity

Automating routine tasks and streamlining workflows leads to increased workflow efficiency and productivity; employees are freed up to focus on more strategic tasks, leading to better utilization of human resources.

2. Cost Reduction

By optimizing processes, businesses can achieve significant cost savings; this could result from reduced manual labor, lower error rates, and/or more efficient use of resources.

3. Improved Customer Experience

Digital transformation often results in higher-quality products and services, delivered faster and with more customization options; this enhances the overall customer experience, resulting in increased loyalty and customer retention.

4. Informed Decision-Making

Digitized processes generate vast amounts of data, providing valuable insights. Businesses can leverage this data and technologies like AI and ML to make informed decisions, predict market trends, and tailor their strategies accordingly.

5. Increased Agility and Resilience

Businesses that have transformed their processes are better equipped to respond to market changes and disruptions; agility and resilience are crucial in an ever-evolving business landscape.

business process transformation infographic | Comidor

Real-life Examples: How Leading Companies Transformed Their Business Processes

Amazon: A Supply Chain Revolution

Amazon’s transformation of its supply chain and logistics operations is a testament to the power of process transformation. By integrating advanced algorithms, robotics, and a network of strategically placed fulfillment centers, Amazon has set new standards for delivery times and operational efficiency.

Netflix: Pioneering Personalized Entertainment

Netflix’s shift from a DVD rental service to an online streaming platform is one of the most significant examples of business process transformation. By leveraging data analytics and machine learning, Netflix offers personalized content recommendations, transforming how people consume entertainment and setting a new industry standard.

Nike: From Product-Centric to Customer-Centric

Nike made a shift from being product-focused to customer-focused. Using new technology and e-commerce strategy, they transformed the company, and now boast a business model that certainly stands out from all the noise.

How Businesses Transformed Their Business Processes Utilizing the Comidor Platform

Comidor is a comprehensive platform that offers various tools and functionalities to streamline business processes, enhance collaboration, and improve productivity. Here are some examples of how businesses have transformed their processes using the Comidor platform:

  1. Project Management: A consulting agency utilizes Comidor to manage their projects more efficiently. They were able to create project timelines and workflow templates for each project, assign automatically tasks to team members, track progress, and communicate seamlessly within the platform. This helped them to deliver projects on time and within budget, and track milestones while maintaining high-quality standards.
  2. CRM (Customer Relationship Management): A sales-focused company in Latin America integrates Comidor into their sales operations to centralize customer data and streamline their sales process. By using Comidor’s CRM and BPM tools, they were able to track leads, manage interactions and deals with customers, and analyze sales performance. This enabled them to identify potential leads more effectively and nurture relationships with existing customers, ultimately driving revenue growth.
  3. Workflow Automation and Low-code App Development: A pharmaceutical company automated various repetitive processes, tasks, and workflows using Comidor’s workflow automation features. For instance, they automated order processing, supplier evaluation, and master data management. This not only saved time and reduced errors but also improved overall operational efficiency, allowing the company to scale its business more effectively. It’s worth mentioning that business users have created and automated over 20 internal business processes using Comidor’s low-code capabilities, resulting in efficient business process transformation.
  4. HR Management: An international industrial automation company revamped its HR processes and projects by implementing Comidor’s HRM and PM tools. They digitized employee records, streamlined the recruitment process, and automated leave management and performance evaluations. As a result, HR tasks became more efficient, allowing HR personnel to focus on strategic initiatives such as talent development and employee engagement.
  5. Business Process Optimization: A biochemical company used Comidor to analyze and optimize their trial management and production processes. By mapping out their workflows and identifying bottlenecks, they were able to streamline operations, reduce waste, and improve overall productivity. Comidor’s analytics capabilities provided valuable insights that enabled the company to make data-driven decisions for continuous process improvement.

The Future of Business Process Transformation

The future of business process transformation is shaped by multiple developing digital transformation trends and technologies. Currently, three are standing out in a big way:

Artificial Intelligence and Machine Learning

Artificial Intelligence (AI) is becoming the life force behind businesses, capable of predictive analytics, smart automation, and decision-making.

Blockchain

As far as making things more secure, transparent, and efficient goes, blockchain technology takes first, second, and third place.

Internet of Things (IoT)

The ability to monitor operations in real time is leading businesses down a path to having more responsive and efficient processes

Sustainability

There is a growing emphasis on sustainability in business process transformation; companies are now reimagining processes, using advanced technologies to reduce their social and environmental impact, while simultaneously meeting the expectations of eco-conscious consumers and interested parties.

Remote and Hybrid Work Models

The rise of remote and hybrid work models has prompted businesses to transform their processes to accommodate decentralized teams. This includes the adoption of cloud-based collaboration tools, virtual meeting platforms, and digital project management solutions.

Hyper-Automation

Hyper-automation has made its mark by combining Robotic Process Automation (RPA), Artificial Intelligence (AI), and Machine Learning (ML) to create complex automated business processes. Organizations have been trying to reduce the need for human intervention and increase their efficiency and speed, so this method has been gaining significant traction.

Customer Experience (CX) Focus

Enhancing customer experience remains a critical driver of business process transformation; it’s no fad – it’s become a necessary part of any digital-age business. The journey of adopting this technology can unlock doors, leading to efficiency, innovation, and satisfaction from your customers. By understanding the difficulties, taking in the benefits and knowledge from industry leaders, and staying updated with emerging trends, you’ll be able to navigate through ever-changing seas and keep your business afloat and thriving for years to come.

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5 Things a Small Business Should Automate Today https://www.comidor.com/blog/business-process-management/small-business-automation/ Wed, 30 Nov 2022 11:15:57 +0000 https://www.comidor.com/?p=35999 The post 5 Things a Small Business Should Automate Today appeared first on Comidor Low-code Automation Platform.

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Automation is a powerful tool that helps small businesses compete on a broader scale. Implementing automated processes creates an opportunity to accomplish more with fewer resources and ensures staff is engaged in high-value, revenue-generating work. 

Confusion and uncertainty are common barriers to automation implementation. Here are five things your small business should consider automating today and tips for getting started. 

1. Proactive Customer Service 

 Customer service is the lifeblood of a small business. Traditional business models practice reactive customer service— responding to requests and concerns as they arise. Now, small businesses are wisely shifting to a proactive customer service model  

Proactive customer service encourages businesses to anticipate and manage customer concerns before they arise. Embracing this approach means creating self-service options and prioritizing outreach. The downside of proactive customer service is the additional human resource and time requirements. Fortunately, automation can assist in resource management and allocation to create a better customer service experience.  

The three primary areas of proactive customer service include:  

  • Feedback and review requests 
  • Appointment reminders 
  • Training and onboarding

small-business-automation-customer-service

Customer feedback and reviews are critical for understanding customer needs and creating social proof. Automate this process by creating an email marketing workflow that sends an automatic request after a transaction. Consider triggering a reminder flow after the initial request to follow up with customers who have yet to respond.  

Appointments and scheduling reminders also benefit both the business and the customer. Customers will appreciate the reminders while the bottom line will appreciate the decrease in no-shows. Automate this service with a scheduling app that integrates with an SMS or email CRM platform. 

You can also implement proactive customer service automation in your client onboarding period. This process is invaluable if your product has a learning curve. Create an automated email flow to check in with your customers and offer training opportunities during the product adoption period. This approach can help customers commit to the product and get the highest possible value from your offering. 

A 2018 survey indicated that 66% of American consumers have a more favorable view of brands that use a proactive customer service model. Automating proactive service elements can improve customer relationships with limited resources. 

2. Hiring and Employee Onboarding 

Hiring and employee onboarding have traditionally been extremely hands-on tasks. The resource requirements play a significant role in hiring and turnover costs. Fortunately, automation has revolutionized the hiring process from job application and candidate selection to employee onboarding.   

Applicant tracking systems (ATS) are AI-driven programs that automate candidate screening and scheduling. The ATS starts by conducting the initial candidate screening process with minimal human intervention. The process typically includes looking for relevant keywords and metrics on a resume determined by the hiring team. The system then sends the shortlist to the hiring manager and HR team for review. Some systems can also send pre-screening tests and surveys to guide the process. Approved candidates will receive an automated invitation for an interview with a scheduling link.  

small-business-automation-hiring

After the hiring process is complete, small businesses can use integrated systems to automate employee onboarding before they start work. This process typically includes filling in the paperwork and reviewing policies— tasks that tend to monopolize the first few work days. 

In addition to reducing the costs and time associated with hiring, ATS offers other benefits. A 2018 survey showed a 16% increase in employee engagement and an 18% increase in initial performance when using an automated onboarding process.  

HR automation can also help small businesses create a diverse and inclusive company culture. ATS removes unconscious bias from the initial screening process. Unconscious bias is a subconscious stereotype held by hiring managers regarding names, ethnicity, and gender. As the name implies, most people are unaware of their personal biases and how they influence hiring decisions.  

Automating HR processes can minimize staffing costs, improve employee engagement and retention, and support an inclusive company mission. 

3. Invoicing and Receipt Creation  

Cash flow is a sticking point for many small businesses. Many times, inefficiencies and bottlenecks in invoicing contribute to diminished cash flow.  

Manually processing invoices takes time, especially when your business has a vast number of invoice approval workflows to carry out. In addition to working through the process, key employees are also required to disrupt their workflow or batch invoicing work. While batching invoices (processing all invoices from a specific period) improves productivity, it still leaves room for gaps. Daily invoice batching could get bumped during a busy period while weekly invoicing leads to lost time. 

Faster invoicing means faster payment collection. Automation can solve invoicing challenges for small businesses. 

small-business-automation-invoicing

Use an invoicing tool that integrates with your accounting software and sends automatic invoices or receipts when a sale is processed— different business models will have different automation requirements. Using a tool that also provides automatic invoicing reminders is also critical. 

Small businesses that do hourly contracting work should use time-tracking and project management tools that integrate with invoicing software. These integrations simplify the invoicing process by reducing manual tasks.   

This approach also works for payroll processing. Use time tracking tools with automated reporting to streamline payroll and free up human resources. 

4. Email Retargeting and Churn Flows 

There are endless opportunities for small businesses to use automation in email marketing. Unfortunately, many companies stop short of scheduling updates and generalized marketing content. While these services are valuable, limiting your marketing efforts to basic eCRM functionality is leaving money on the table. 

Implement automated email flows for retargeting and customer churn reduction. Retargeting pulls data from your eCommerce site and sends automatic reminders when a customer abandons their browsing, cart, or transaction. Creating automated triggers will remind customers of products they find interesting to increase conversions.  

small-business-automation-email-marketing

It’s well known that customer retention is more affordable than customer acquisition. It’s estimated that a 5% increase in customer retention can lead to a 20-25% increase in profits. An automated churn flow approaches waining customers with an offer to encourage their return. These are typically scheduled at expanding intervals— for example, one month, three months, and six months since the last purchase.  

Implementing automated retargeting and churn flows can help convert qualified leads and retain existing customers. Most eCRM platforms or cloud platforms with CRM automation capabilities are designed for these flows; don’t neglect this opportunity!

5. Social Media and Website Inquiries 

Social media management is a full-time job— even with automated scheduling tools. Yet, hiring a full-time social media manager is out of reach for many small businesses. While using automated post-scheduling platforms is an obvious win for small businesses, it’s not the only improvement opportunity. 

Consider using automated responses for social media and website inquiries. You can use an AI platform to answer simple FAQs and customer service questions. These features improve response time and customer satisfaction across all channels. Customers with simple questions will no longer have to wait on hold or increase the customer service queue for answers. This process improvement also contributes to proactive customer service. Comidor delivers Leia, an AI-enabled chatbot, that helps employees and teams work smarter, remotely, and more efficiently. A Comidor user asks a question and Leia answers immediately with specific data, recommends a useful reading source, or urges the user to send an email to the administrator. 

small-business-automation-social-media

Automated responses can also improve customer satisfaction with email inquiries. Creating an automated response to let customers know their message has been received and someone will follow up shortly goes a long way.

Tips for Implementing Small Business Automation 

There are endless opportunities and benefits for implementing automation in your small business— so where do you start?  

Before you dive into the world of automation, take some time to audit your business processes. Look for common sticking points and bottlenecks that cause the most disruption. Work with employees to get a better understanding of challenges within their roles.  

Once you’ve had some time to reflect, prioritize the process improvement with the greatest potential for revenue generation and cash flow (directly or indirectly). Then, use the momentum to conduct workflow analysis and implement additional improvements over time. 

Check out Comidor Use Cases to See
how you Can Grow your Small Business

Automating
HR-onboarding

Automating Job Application Process

Automating
Invoicing

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The Complete Guide to Process vs Task Management https://www.comidor.com/knowledge-base/business-process-management-kb/process-vs-task-management/ Fri, 04 Nov 2022 11:26:41 +0000 https://www.comidor.com/?p=35848 Every business requires processes and tasks. A business would be unable to succeed if it did not rely on some sort of process and just threw itself on whatever task first appeared without any thought to how the task would fit into the big picture.  A successful business knows that process management and task management […]

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Every business requires processes and tasks. A business would be unable to succeed if it did not rely on some sort of process and just threw itself on whatever task first appeared without any thought to how the task would fit into the big picture. 

A successful business knows that process management and task management are both important to remaining successful. However, the question that may remain is what is the difference between task and process management? Do process and task differ or are they both the same thing? 

Below are some critical differences between process and task management, as well as some great information on how they eventually flow together. 

What is Process Management? 

A business process is defined as a series of steps taken in order to achieve a particular business goal. 

Everything in life involves a process. This could be something as simple as registering your business travel expenses every month to something more complex such as creating customized quotes for one-of-a-kind products. Regardless of the level of complexity, both examples are processes. 

If you are registering your travel expenses, the process could be adding a description and all the information needed, uploading the receipts, sending a notification to the responsible person to approve the expense, waiting for expense reimbursement, then getting an approval/rejection note from your manager and finally get paid in the happy scenario. All of these smaller tasks describe a process. 

Travel expenses process | ComidorOn a similar note, if an organization creates customized quotes for one-of-a-kind products, the process could involve receiving the quote request, confirming receipt of the quote, beginning costing on a custom item, and requesting freight for shipping, among many other smaller tasks that come together to form the process of creating a customized quote. 

Process management, therefore, may be defined as an approach used to strategize and align processes within an organization. If an organization begins procurement for new material, process management is primordial for ensuring all stay on track with the procurement and tasks are not lost along the way or forgotten about. 

The process management approach ensures that effective business processes are followed, establishes measurement systems, and educates those using the system so they are empowered to manage operations effectively. 

What is Task Management? 

Task management is the breaking down of a process into smaller, manageable action items. An important part of task management is being able to prioritize tasks on an ongoing basis and not lose track of what tasks have or haven’t been done. 

For example, if there is a project that requires repetitive daily tasks, good task management would allow the individual to stay current with what needs to be done. An example of this is a report that is run daily in several steps, and at the end of the month, a month-end report pulls data from the daily report to create the month-end report. The tasks in this scenario would be running the different reports needed on a daily basis, keeping up with the data, then pulling it into a larger, more encompassing report at the end of the month. 

Summary of process - workbench v.6.2| Comidor Platform

Another example of where task management is utilized is on a large group project. When the project begins, the tasks are divided among the group members. Being able to track who is doing which tasks is important because it would eliminate an overload of work on some employees, while others are readily available to take on more responsibilities. Having a way to openly track who is working on which tasks is important to successful task management. 

What Is The Difference Between Task Management and Process Management? 

Task management is a task-oriented approach to managing work. It emphasizes the completion of discrete, self-contained, and independent tasks. Tasks are completed in isolation from each other and they do not necessarily have an end goal in mind.

Process management, on the other hand, is a process-oriented approach to managing work. It is a process of managing tasks that are interconnected and dependent on one another. Processes are the steps that need to be taken to achieve an objective and they are generally iterative and recursive. Processes are often mapped out in detail before any work begins so that everyone involved knows what needs to be done and when it needs to be done.

Both task management and process management have their advantages and disadvantages. Task management is more useful when there are few tasks that need to be completed, while process management is more useful when there are many interconnected tasks. Task management, therefore, may be visualized as micro-steps to a process.

Digital Process Automation | Comidor PlatformIf a process for procurement, for example, involves creating a request for proposal template, advertising the bid, and analyzing then the bids received for a final outcome, then the task management would be broken down into much smaller steps. These steps would involve creating an editable document with information to submit a request for proposal, sending the request for proposal for management approval, taking care of any edits, then creating the final draft. All of those tasks sum up just one part of the process which was creating a request for a proposal template. 

What is the Right Choice for you: Process vs Task Management?

If a role requires continuous tracking to stay on top of processes for projects, it could be strenuous, tiresome, and even frustrating to always remember where the last step in a process was completed. 

A business process flow, or workflow diagram, however, would allow a smooth continuity in process management. A good workflow pattern links workflows to processes and facilitates road-mapping business processes. It also applies rights and rules so that teams are certain that the correct people are participating in the process per set procedures and also sets task escalations to automatically initiate actions and send notifications and emails when conditions are met. 

Therefore, if a certain role requires continuous follow-up with various parties, the workflow pattern would guide the individual in what has already been done and what the next steps are. 

is technical debt bad or good?If part of a process is tracking sales, for example, an app that allows the opportunity to track productivity would be an integral part of the process. The app would permit the individual tracking the sales to spend less time calculating weekly and monthly sales as they have already created a template in the app to facilitate the monitoring and more time on other tasks of a greater process. 

Generally, process management software is a system that helps you to manage your processes. It helps you to identify the best process for your work and how to carry out the tasks involved in a systematic way. Process management systems are designed with the goal of improving productivity, efficiency, and quality of work. They help employees to complete tasks in a more effective manner by providing them with an organized workflow. On the other hand, task management software is a system that helps you manage your tasks. Similarly to process management, task management systems improve productivity, efficiency, and quality of work by helping people identify what needs to be done next for their task and when it should be completed. Some task management systems also help people prioritize their tasks so they can focus on what is most important at any given time.

Knowing when to rely on technology for facilitated processes or tasks is essential to an organization’s success. Although some processes may be done with databases that have been around for a while, sometimes having to manipulate data and input the data into several different systems could be facilitated by having one centralized platform for process and task management. 

How to Combine Process and Task Management 

Once a business is empowered with a good process and task management system, there are several things they must be aware of to have efficient process and task management skills. 

#1 Work When You Feel Most Productive 

Employees should always work when they feel most productive. If there is a big project due soon, and they know that their best work comes out in the early morning, the employee should schedule set early morning hours where they have time blocked off just for the project.  

This will ensure that tasks are being completed to achieve the process cycle.  

#2 Avoid Multitasking 

Employees should also avoid multitasking when there is a deadline near. Sticking to those closed blocks of time will help the employee maintain significant productivity. 

#3 Using the Right Software 

Starting with the creation of a daily schedule will help improve the process and task management. Having an overall idea of what tasks must be done that day is important to good task management. 

Another great way of making sure you are optimizing your hours is by using the right process management software. 

When the right tools are used, working on something can become that much easier and take up less time. For instance, Comidor revolutionizes the digital workplace with advanced process and task management tools. You can manage personal tasks or your team tasks, nominate a substitute employee to carry out your tasks, have a good overview of all active processes, messages, emails, and tasks through interactive dashboards, and monitor productivity metrics to track processes and tasks.

Take some time comparing different process management tools and deciding which one works for you. If you are running a short campaign with only a few contacts, GetResponse pricing may make sense since their pricing increases as you add more contacts to your plan but if have a large email marketing campaign to handle, a service like this that offers unlimited contacts on all of their plans would make more sense. 

The key is to put in the research so that your final choice saves you money and optimizes your time. 

#4 Use Time Management Software 

Whenever an employee has blocked set times to work on a project, time management software is helpful to ensure the employee is not distracted by non-essential requests. The right time management software is part of every remote team’s stack of tools. 

#5 Have a Regular Check-In Session 

As part of process management, it is important that a supervisor check in with employees on a regular basis to ensure they have remained on track. Part of the workflow design for process management could be a reminder to check in with employees on a regular basis. This will allow the employee the opportunity to communicate any challenges they may be facing from the start and assist in a quick resolution.

No-code development benefits | Comidor PlatformThe Importance of Process and Task Management

Tasks are key parts of process management. Good process management ensures that every task is completed along the way so that a process may reach its full cycle. Having a good program and plan in place is essential for the success of process management. 

Regularly completed processes that are finalized without issues will set a business up for success as it will be able to continuously achieve more and more projects through the process and task management. 

Author bio
Freya is the founder of CollectingCents- a website that teaches readers how to better manage their finances. She is a quoted contributor in several online publications including Business Insider, Fox Business, Yahoo Finance, the Huffington Post, BankRate, and GoBankingRates.

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A Quick Guide to Business Process Management and Project Management https://www.comidor.com/blog/business-process-management/bpm-and-pm/ Sun, 29 Nov 2020 15:15:29 +0000 https://www.comidor.com/?p=27858 The post A Quick Guide to Business Process Management and Project Management appeared first on Comidor Low-code Automation Platform.

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When it comes to business process management (BPM) and project management (PM), it can sometimes be hard to tell which one is the most useful in your company. Whichever comes first has been a long-time dilemma that all companies must consider at some point in their business journeys.  

But the truth is BPM and PM influence each other. Which one is at the forefront, and which is the driving force, depends on how your company sees the two disciplines. 

In this article, we’ll define BPM and PM, respectively, as two separate disciplines. Then we will look at the relationship between them. 

Business Process Management (BPM)

As it is said, business process management plays a big role in the redesign and management of a company’s internal processes or workflows. BPM is an ongoing initiative that makes sure that a company’s processes are running smoothly to meet its goals. 

With that said, the following personnel can manage the BPM initiatives: 

  • Business analysts 
  • Business process improvement specialists, or
  • Other functional team leads 

Just make sure to maintain a customer-centric approach. As Forrester explains, BPM initiatives should focus on delivering a high customer experience that consequently drives operational excellence. 

Project Management (PM)

Project management is the discipline of bringing together knowledge, skills and the right tools to meet a project’s goals and requirements at a specified time. Thus, project management has a defined start and end; and it doesn’t rely on ongoing stages or components like BPM. Instead, PM relies on objectives set within five unique phases (which act as a timeline):  

  • Initiation 
  • Planning 
  • Execution 
  • Monitoring 
  • Controlling  

According to Gartner, PM adds value to a business, only when the PM activities are people-oriented and influence the organisational culture.

Which One Do You Need? 

Choosing between business process management and project management depends on what your role is and what your company is like. In other words, you might need BPM for some tasks, while you may only need PM for other things. Also, it is worth mentioning that BPM and process automation can boost project delivery, minimise repetitiveness, and the personnel responsibilities. 

Whether you need BPM or PM depends on a specific task. Consider the following tasks: 

  • Interviewing new hires 
  • Communicating with new clients 
  • Hiring new employees
  • Talking to prospective clients 

As you keep these things in mind, determine whether you’ll be needed in those situations or not. The important thing to remember is where you and your role fits in your business’ journey.

Think: Are you needed in a part of the process, or are you needed in just a part of the whole project? 

Understanding The Relationship Between BPM and Project Management

Now that we’ve looked at BPM and project management, it’s clear that a company needs both to achieve organizational success. BPM creates a solid foundation for projects to be executed effectively, while PM creates space for innovation to take place. And once the project is complete, the results will convert back to BPM. So, without one of the two, projects could be unsuccessful.  

Therefore, by understanding the differences between BPM and PM, along with the relationship between them, you can rest assured that your company can always accomplish successful projects. Once your company understands the relationship between BPM and PM and their benefits, it will thrive in the long-run. 

business process management and project management | Comidor Platform

Conclusion 

Although no company is alike, the concept is still the same: managing your processes is important. However, no matter where you are in your company’s lifespan, it’s important to combine process and project management.

At the end of the day, customers rely on you to produce useful and high-quality products or services; and your processes should be able to deliver on those promises. Just remember that although BPM and PM are different from each other, they still directly influence each other. And as your company learns to utilise both, not only will you achieve business success, but you’ll also create an efficient work environment where both disciplines can work together. 

Comidor platform is the answer. Comidor offers the ability to build, run, and monitor projects while at the same time connect the projects’ work packages with processes, offering unlimited collaboration functionalities.

  Author Bio: 

Michael Dehoyos is a writer and editor at Cheap Coursework and Research paper writing services. He is also a contributing writer for online sites and publications, such as Origin Writing. As a content marketer, he helps companies improve their marketing strategies and adopt new concepts.

Are you interested in learning more about the Comidor platform?

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The Golden Rules of Automating Business Processes https://www.comidor.com/blog/business-process-management/the-golden-rules-of-automating-business-processes/ Tue, 16 Jun 2020 13:21:56 +0000 https://www.comidor.com/?p=24972 In today’s world, the only way businesses can keep up with consumer and industry demands is by automating business processes. Our post ‘The Importance Of Automation Platforms For Businesses In 2020’ enumerates the benefits automation provides ⁠— such as mitigating human error, satisfying client needs, and optimizing business workflows. Statista predicts that £7.85 billion will be […]

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In today’s world, the only way businesses can keep up with consumer and industry demands is by automating business processes.

Our post ‘The Importance Of Automation Platforms For Businesses In 2020’ enumerates the benefits automation provides ⁠— such as mitigating human error, satisfying client needs, and optimizing business workflowsStatista predicts that £7.85 billion will be spent on automation by the end of this year, which just proves that businesses are realizing the importance of automating their everyday business processes.

However, deploying automation technologies to system processes isn’t like a walk in the park. In this post, we’ve listed down the two key rules that you need to keep in mind when automating business processes.

1. Have a foolproof strategy

As you craft your automation plans, it’s important to make sure that you’ve sufficiently analyzed your organization, processes, and data. This way, you are able to cover all your bases and prevent your strategy from failing. This bears more importance than ever as the Shared Service and Outsourcing Network reports that half of all automation projects fail. The reason lies in the fact that business owners choose the wrong processes and not a lot of stress is put on change management. Even if you choose a state-of-the-art software, your business won’t be positively affected if you fail to devise a sound automation strategy.

With that being said, you can strengthen your automation plans through analysis, process mapping, and redesigning jobs. Your goals and business structure should be also considered so that your automation plans converge seamlessly with your processes ⁠— effectively cutting down the time it takes to implement your strategy. Be sure to not only educate your staff about the changes but also to design your workload to suit and earn employee buy-in on the developments. Moreover, it would be beneficial to have a clear vision of what you want to get out of your automation strategy to avoid crafting solutions that overlap or worse, clash.

2. Know which tasks are best automated

While it’s great that our technological capabilities have allowed us to automate highly complex business processes or workflows, not every task should be left to the hands of machine learning and data analysis. Other than potentially wasting money and time on processes that are unnecessary or better handled by humans, automating everything will lead your business to lose any semblance of humanity — especially to outside stakeholders. In fact, research from the Oxford Internet Institute reports that people are still largely afraid of handing over their data to help optimize automation, especially in processes that can’t fully disclose how they arrive at a decision. So, continuing to pursue complete automation could result in disaster for your company. It’s better considering of automating backend processes instead of those that need empathy and human intervention.

Example of automating business processes

However, automation also shows its true potential when it comes to manual processes that need a ton of attention. For example, simply automating business processes related to your business social media posts through scheduling can save you massive amounts of time and energy. Automating these manual tasks comes with many benefits. Your business would be eliminating tedious and time-consuming tasks, freeing up this way essential manpower. Employees can focus on other aspects of business that require a human touch, like customer service and engagement. But that’s not all, as a Verizon Connect article on how manual processes are becoming outdated adds that automation also reduces the likelihood of error, which is critical for business operations that require precision, like analyzing data or preparing payroll. Moreover, automating tedious tasks related to security keeps your business up to date with ever-changing regulatory compliances.

Conclusion

It’s true that automation is the future. Therefore, businesses should take advantage of it to not get left behind. Automating business processes requires meticulous planning and strategies. If you’re able to execute your automation plans without any problems, expect upward progress and bigger revenues for your business.

 

Author bio:

Pearl Shaw is an analyst with a fascination for all things automation and digital transformation. She spends her spare time reading non-fiction books, listening to tech podcasts, and trying out new recipes.

Intelligent Automation Report 2021 banner | Comidor Platform

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What is Business Process | Business Process Definition https://www.comidor.com/knowledge-base/business-process-management-kb/business-process-definition/ Sat, 18 May 2019 05:20:24 +0000 http://192.168.1.9:8888/?p=424 The post What is Business Process | Business Process Definition appeared first on Comidor Low-code Automation Platform.

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What is a Business Process? Business Process Definition

Gartner defines a business process “as an event-driven, end-to-end processing path that starts with a customer request and ends with a result for the customer. Business processes often cross-departmental and even organizational boundaries“. In other words, the term business process refers to a set of activities or tasks, often connected and automated, triggered by an event to carry out a predetermined specific organizational goal such as a service or a product. Each activity, included in a process, is assigned to a specific member of a team or to an entire group of the business.

Every business should take into account the business process definition in order to analyze and measure the results to ensure that the process is meeting expectations and is getting better. Usually, these activities can be visualized as a workflow of connected stages that can be performed in parallel or sequentially depending on specific rules or decisions. That means that every person in the company should follow the exact same steps. If someone misses one step, it will probably lead to a disoriented employee and the productivity will be reduced.

For example, if there is a business process for document approval, this document will pass from many stages and persons in order to review it. If someone misses the step and does not continue the process, the responsible person might lose the deadline and finally, the document will not be approved. On the other hand, it is very helpful to monitor in which stage the process is, and to whom the task is assigned to be completed by utilizing BPM software.

Since 1776, when Adam Smith had first described what is a business process, the BPM discipline and BPI methodologies have been developed in order to automate process management by integrating people, data, and technology into one platform.

Why are Business Processes important?

According to the above, anyone can assume that well-defined business processes are so important as to hire the right person. And this is the right answer. Business processes are important because they depict how things and tasks are done inside the company. After that, you can improve them by optimizing them and automating them by implementing BPM software in your business. There are several benefits of using Business Process Management Software in your business such as better collaboration, automation of repetitive tasks which reduce the working time, or monitoring the performance of every Business Process. Read more about 10 benefits of utilizing Business Processes.

The most essential attributes of a Business Process

1. Repeatability

The main feature of business processes is repeatability. These business processes are thought to be the everyday processes of a business and are totally part of an organization, whether they are visible to customers or not. Well-defined business processes must involve multiple defined inputs, which are affected by different factors, and contribute to the final output value.

2. Flexibility

Many businesses do not update or change the main processes but always there is empty space to improve a business process. For that reason, every business process should be flexible without affecting its stakeholders.

3. Specific

All business processes should be well-defined by describing the start point, the endpoint, and the series of these steps. Also, the creators of the processes should decide the reason why the process is automated and determine the individuals that perform in every step.

4. Measurable

The most important feature of  business processes is how effective these processes are for a business in order to figure out if one business has the benefit of the business process automation. Thus, business processes should be measurable in every part, to identify which part of the process works well or not. It is well known that nothing can be better without measuring first.

Types of Business Processes

It is essential for every company to identify, analyze and optimize its business processes, but the most important step is to categorize them. There is a variety of factors that determine how these business processes can be categorized in order to be automated such as the type of interaction or how important they are. Some of these types are the Primary Processes, Support Processes, Management Processes, and finally Quality Management Processes.  Also, these processes span the industries vertically and horizontally by including any type of business operation.

More specific some types of Business Processes can be:

  • Manufacturing
  • Marketing
  • Sales
  • Banking
  • Travel
  • Logistics
  • HR

Business Process Example

According to all the above, one Business Process can be about document approval so that it is ensured that work is approved every time in the same way. Approval processes can be a type of workflow, which is a sequence of work from initiation to completion. Thus, the steps for document approval could be:

  • The workflow, or the process, starts when the user starts the relative process. So, the first step contains a user form that should be completed with relative information such as the title of the document, the file of the document, the deadline, and other information. Also, some fields can be pre-completed such as the user who starts the process, the manager of this user, the date, etc. When the user hits Save, a message/notification can be sent to the team leader/manager along with all the information and the document.
  • The team leader receives the document for review and approval. In order to let the workflow run, the manager should take one of the given decisions (Approve, Need Improvements, Reject). According to the decision, the stages are different.
  • If the decision is “approved”, the workflow continues and informs the creator of the document that it has been approved.
  • If the decision is “needs improvements”, the team leader can add some comments. So, the creator receives the comments in order to improve the document. Once the process of this stage has been finished by the creator, the team leader receives again the document in order to approve it. This continues until the team leader agrees to send the proposal to the group lead manager for the final review.
  • If the decision is “rejected”, the process should be finished.

The visualization of the business process can be designed as a workflow. A sample of this perspective is displayed in the below image. Study more workflows examples designed by Comidor or read more about Workflow Automation.

Streamline and optimise your business processes, and automate end-to-end workflows

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