process Archives | Comidor Platform All-in-one Digital Modernization Tue, 11 Feb 2025 11:46:02 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png process Archives | Comidor Platform 32 32 Task-Oriented vs. Process-Oriented Management: Which Approach Should You Choose? https://www.comidor.com/knowledge-base/business-process-management-kb/task-process-management/ Tue, 11 Feb 2025 09:59:21 +0000 https://www.comidor.com/?p=32831 The post Task-Oriented vs. Process-Oriented Management: Which Approach Should You Choose? appeared first on Comidor Low-code Automation Platform.

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Task-oriented approach vs process-oriented approach: Which management approach should you choose as a leader? As a leader, your management style plays a crucial role in team success. But should you prioritize completing tasks or optimizing processes? Here’s the truth: focusing solely on either one won’t get the job done. The most effective leaders balance both.

As a rule, a management style is considered to be effective when a team timely achieves all of its set goals. However, focusing only on the tasks at hand is hardly ever effective in practice. If we put management style aside, it becomes clear that neither task-oriented nor process-oriented management techniques would be 100% effective if taken separately.

Today, most businesses rely on teamwork and collaboration. Teams, in turn, are only effective when both tasks and processes are properly outlined. Without this combination, we would never see moon expeditions, firefly launches, or successful digital projects. So, let’s take a better look at the task-oriented approach and process-oriented approach to understand better their main advantages and avoid common pitfalls.

Task-Oriented vs. Process-Oriented Approach in Management 1 | Comidor

Task-Oriented Approach Pros & Cons

Task-oriented management style is exactly what it implies — a strong focus on the results with lesser emphasis on how to achieve those. This process can be based on great management tactics with proper management — meaning, the management must have a clear strategy because, for the employees, task orientation often translates into doing without thinking. It does, however, have certain advantages, such as:

Pros

  • Quick decision-making
  • Faster project turnaround times
  • Potential for rapid company growth
  • Clear, future-focused goals

Cons

  • Risk of employee burnout due to high-pressure, fast-paced work
  • Decreased motivation when long-term goals are not prioritized
  • Limited creativity as the focus is solely on completing tasks
  • Compromised product quality due to rushed processes
  • Little personal involvement in the project
  • No vision of a larger picture

In a task-driven environment, employees may rush to tick boxes rather than dive deeper into the work, which can lead to poor long-term outcomes.

Process-Oriented Approach Pros & Cons

On the flip side, the process-oriented management style emphasizes long-term planning and process optimization. While this method ensures better results in the future, it can introduce delays and inefficiencies in the short term. Here’s the breakdown:

Pros

  • Agile processes improve overall business performance
  • Clear long-term goals align team efforts
  • Process optimization leads to reduced costs and better resource utilization
  • Higher product and service quality due to thorough consideration
  • Increased customer satisfaction in service industries

Obviously, there are two sides to any coin, and most of these benefits can turn into pitfalls, such as:

Cons:

  • Potential delays or missed deadlines
  • Risk of diminished individual accountability
  • Perfectionism that hinders timely project completion
  • Lack of clear direction and leadership

With this in mind, it becomes evident that most teams and businesses would benefit from a mixed management style planning that combines the top benefits of both approaches.

Task-Oriented vs. Process-Oriented Approach in Management 2 | Comidor

Real-World Examples of Task-Oriented vs Process-Oriented Approaches

Understanding how the task-oriented approach and process-oriented approach play out in real-world scenarios can give valuable insights into their practical applications. Both approaches have their place across different industries, and real-world examples help highlight how businesses leverage these styles to achieve their goals.

Example 1: A Tech Startup with a Task-oriented Approach Aiming at Rapid Product Development

When we are referring to the world of startups, the task-oriented approach can be incredibly effective and leads to be the best solution. This is mainly because time is of the essence. Let’s take, for instance, a tech startup aiming to develop and launch a new app. With limited resources and a highly competitive market, the company needs to deliver a fully functioning product within a tight timeline. Here, a task-oriented approach helps by focusing on achieving specific, time-sensitive goals quickly.

Approach: The startup leadership set clear, defined tasks for the development team, assigning specific features of the app to be completed within short timeframes (e.g., a week for a particular function or two days for testing). They prioritized hitting deadlines over optimizing processes, with team members working relentlessly toward completing their individual tasks.

Result: By focusing on rapid results, the company was able to launch the app within a few months—much faster than if they had spent additional time perfecting processes. The team didn’t worry much about process inefficiencies, instead pushing forward with a “do it now, refine later” mentality.

Advantages: The task-oriented approach here enabled the startup to quickly respond to market demand and secure early user feedback. This speed-to-market allowed them to refine the product based on real-world data rather than theoretical optimizations.

Challenges: However, the fast pace did come at a cost. Due to the lack of process optimization, quality suffered in the initial release, and the team experienced high burnout as deadlines loomed constantly. They quickly realized that to sustain growth, they would need to incorporate process-oriented strategies.

technology-in-workplace-skills

Example 2: A Healthcare Company Using a Process-Oriented Approach to Improve Patient Care

On the other hand, in industries like healthcare, where outcomes are not just time-sensitive but life-critical, a process-oriented approach is often the key to ensuring consistent, high-quality service. Consider a healthcare provider looking to optimize patient care while managing hospital operations efficiently.

Approach: The leadership in this healthcare company implemented detailed workflows for every department, from patient intake to discharge. They invested in creating streamlined processes for patient diagnosis, treatment plans, and follow-up care. They used lean management techniques to eliminate waste and focused on continuously improving workflow efficiency without sacrificing the quality of care.

Result: By focusing on processes, the company achieved smoother operations, better resource allocation, and ultimately improved patient outcomes. Staff members were trained to follow proven procedures, ensuring that no important steps were missed, and patients consistently received the best care possible.

Advantages: This approach not only improved patient satisfaction but also enhanced operational efficiency, reducing unnecessary costs. The focus on process optimization allowed the company to address problems before they occurred, and decision-making was more measured and thoughtful, which is crucial in healthcare settings.

Challenges: The major downside of this approach was that it introduced slower decision-making. While thorough planning and process refinement are vital in healthcare, there were times when the focus on optimizing procedures delayed actions that could have been taken sooner. In emergencies, a task-oriented approach would have been more effective in driving immediate results.

Healthcare Availability - AI in medicine

How Do You Balance Task-oriented Approach & Process-oriented Management?

Of course, before planning any actual management approach, it is important to consider your industry specifics. Some industries logically require tipping the scales to a result-focused orientation, while others call for a more process-focused approach. Here’s where each approach works best:

Task-oriented management is ideal for industries that prioritize quick results and efficiency:

  • Finance and Investment
  • High-level executive positions
  • Businesses with repetitive, task-focused projects

Process-oriented management shines in industries where quality, customer satisfaction, and long-term strategy matter:

  • Service industries (e.g., retail, tourism)
  • Healthcare and Medicine
  • Education

But most industries thrive with a hybrid approach. Explore below the tips for combining both approaches.

Tips for Combining Both Approaches

As said before, many industries rely on a combination of these two management styles. The easiest way to ensure this mixed management style is planned efficiently is to:

  • Set Intermediate Milestones: Break large goals into manageable chunks to keep the team on track while ensuring progress toward long-term objectives.
  • Provide Clear Guidance: Help employees understand how their tasks fit into the larger picture.
  • Encourage Growth: Motivate your team with professional development, upskilling, and opportunities to refine skills.
  • Foster Collaboration: Make sure every team member knows how their work contributes to the end result.
  • Set Realistic Goals: Ensure tasks are achievable while maintaining focus on strategic objectives.

Hopefully, these tips will help you fine-tune your management style, aligning it both with your strategy and daily processes inside the organization. By blending the task-oriented and process-oriented approaches, you can build a high-performing team that delivers results without sacrificing quality or employee well-being.

 

Task-Oriented vs. Process-Oriented Approach in Management 3 | Comidor

Final Thoughts

As a leader, take the time to assess your industry, team dynamics, and long-term objectives to tailor your management style. Whether you lean toward a task-oriented approach vs process-oriented approach, understanding the unique challenges and opportunities in your environment will help you adapt effectively. Strive for a balanced approach that aligns both short-term tasks and long-term goals. When you achieve this harmony, your team won’t just meet expectations—they’ll flourish, innovate, and grow stronger with each milestone. A well-rounded leadership style fosters an atmosphere of trust, motivation, and resilience, empowering your team to reach their fullest potential.

Key Takeaways

  1. Both task-oriented and process-oriented approaches have unique strengths and weaknesses.
  2. A balanced management style, tailored to your industry and goals, can yield optimal results.
  3. Understanding when to apply each approach—or blend them—can significantly improve team performance and help you achieve both short-term goals and long-term success.
  4. Strive to combine both approaches to foster a productive, creative, and sustainable team environment.

Author’s Bio:
Emily Moore is an English & programming teacher with a passion for space and blogging. She believes that current exploration should be focused on preserving our planet’s resources. With satellites circling the orbit, it is easier to get relevant data on any environmental changes. This, in turn, should help people quickly address any challenges.

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Key Differences Between Workflow and Process https://www.comidor.com/knowledge-base/business-process-management-kb/workflow-vs-process/ Wed, 15 Sep 2021 13:19:31 +0000 https://www.comidor.com/?p=31523 The post Key Differences Between Workflow and Process appeared first on Comidor Low-code Automation Platform.

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It’s not uncommon to hear “workflow” and “process” used interchangeably in the workplace. But did you know they’re actually two different terms with unique purposes? That’s right, workflow and process actually refer to distinct business terms. Let’s take a look at the relationship between workflows vs. business processes.

What is a Workflow?

Let’s start by defining what a workflow is. Workflow is a sequence of simple steps to reach a specific business goal. In simpler terms, a workflow automation software automates and streamlines repetitive tasks that are completed in a specific sequence every time. Typically, a workflow is created to visualize and orchestrate the connected stages of a process that can be performed in parallel or sequentially depending on specific rules or decisions.

Workflows constitute a model for how employees should be completing their tasks. That means that every person in the company follows the exact same steps to complete their tasks.

A solid, well-defined workflow allows data and tasks to flow through an organization. This enables employees to understand clearly their duties and managers identify bottlenecks and improvement opportunities. Generally, by automating workflows, you can save time and money that would otherwise be spent on repetitive, manual processes and tasks.

What is a Business Process?

So, what exactly is a business process then?

A business process refers to a set of activities or tasks, often connected and automated, triggered by an event to carry out a predetermined specific operational goal. Each activity (e.g., a task), included in a process, is assigned to a team member or to an entire department.

Every organization should define its processes, analyze and measure the results to ensure that the process is meeting expectations and is getting improved.

There are three main categories of business processes:

  • Operational processes that are essential and keep a business running
  • Management processes that plan and control any operational process
  • Supportive processes that support operational processes

Many businesses streamline processes through the use of Business Process Management (BPM) software. This tool allows businesses to solve large-scale problems. With a BPM software, they manage and automate their processes to operate smoothly, increase productivity and accuracy.

Workflow vs. Business Process

With such similar roles in a company, it’s easy to understand why workflows and processes may be used interchangeably. However, while they are quite similar, there are key differences that make the terms stand apart. Read on to learn the relationship between business process vs workflow below.

To fully understand the differences between these two terms, it’s important to know how they relate. Both workflows and processes clarify how work gets done and how the business runs. In essence, a business process is composed of multiple interconnected workflows. A workflow is a set of steps used to accomplish a given goal, and a business process is a group of these workflows together used to complete a business operation.

Despite this connection, there are a few distinct differences between workflows vs. processes. These differences include:

  • When creating workflows, the sequence of steps is the primary consideration. On the other hand, processes, take into account the workflows, people, and data involved.
  • The purpose of a process is to complete a larger business goal. The purpose of a workflow, on the other hand, is to provide the tool and mechanism to accomplish this business goal.
  • Processes tend to be more flexible and are always being improved upon as the company grows and changes. Workflows tend to be more specific and detailed with less flexibility as to how a sequence of tasks is completed.
  • Processes can occur without designated workflows, but workflows are created with the intent to assist a process.

Though the relationship between these two terms can seem a bit confusing, implementing them in your workplace doesn’t have to be. Keep reading to learn how to automate your workflows and business processes.

Automating Workflows and Business Processes

With BPM software comes the ease of streamlining and automating both workflows and business processes.

To start, you’ll have the opportunity to design and implement your workflow patterns to automate those tedious, repetitive tasks that often take up too much time. Through the No-Code environment of this software you can map out your workflows so your team can best complete these tasks using role-based rules. In this way, collaboration is easier than ever before. You can share information, store data, and receive accurate reports right in your business process.

Improve Your Business Operations with Comidor

At Comidor, we’re ready to help you tackle this technologically advancing world and keep up with competitors using state-of-the-art software. Using Comidor’s BPM 2.0 Workflow Designer, you create and automate your processes in one convenient location. With this software, you can:

  • Design and simulate a workflow to ensure the highest level of optimization before fully implementing.
  • Automate administrative, rule-based, and time-consuming tasks with RPA bots and AI/ML components.
  • Improve business processes based on real-time and accurate reports.
  • And more!

Contact Comidor today to learn more about workflow and business process automation and how you can introduce this software into your workplace!

* Featured image:   NicoElNino/shutterstock.com

Start your automation journey with Comidor BPM

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Process Improvement in Organizational Development https://www.comidor.com/blog/business-process-management/process-improvement/ Wed, 28 Jul 2021 10:44:24 +0000 https://www.comidor.com/?p=30816 The post Process Improvement in Organizational Development appeared first on Comidor Low-code Automation Platform.

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Businesses are always looking to the future for ways to improve their operations and continuously grow in their industry. That may include investing in the latest and greatest technologies to improve your processes and achieve operational excellence. But how exactly should you go about improving your current processes and automating your tasks? Read on to learn the answer to this question and more.   

What is Process Improvement?

Business trends are constantly evolving and you’ll want your business processes to align with these changes and the continuous growth of your company. That’s where process improvement comes into play. 

What is Process Improvement | Comidor

What is process improvement, you ask? Anytime you identify and revamp or fix a current business process within your company, you are partaking in process improvement. As your company grows, you’ll want to spend time focusing on ways to improve your existing processes or fix broken processes to optimize and automate your workflow.   

Organizational process improvement is a never-ending practice that should be a regular part of your business structure. As you analyze current processes and implement new systems, you’ll want to monitor results and decide whether new processes are functional. One way of doing this is to automate your workflow and track progress using Business Process Management (BPM) software. We’ll take a closer look at this software in the next few sections.   

Workflow Automation and Process Improvement 

If you’ve ever wanted advanced software that allows you to simplify and automate your workflow, you’re in luck! With BPM software, you’ll have the ability to design and customize your workflows to fit your business’ needs and automate your work processes 

BPM software provides companies the opportunity to enhance collaboration, emphasize priorities, and closely monitor daily workflows. Instead of spending hours repeating the same processes over and over, you can create repeatable templates that will streamline the workflow processes and handle tasks for you. Team communication can occur quickly through automated discussion boards and messages. Send real-time notifications to the right team members to alert them of their next task.  

Additionally, receiving real-time reports and analyzing dashboards will give you access to see where processes aren’t functioning at their highest level and where the focus should be for process improvements.   

Ideas for Organizational Development 

Now that we’ve defined process improvement and how automation works hand-in-hand with this, let’s discuss a few ideas for achieving optimal organizational development.

Ideas for Organizational Development | Comidor

Standardize Processes 

Once you’ve invested in BPM software, standardizing and automating processes is simple. Facilitate regular processes using reusable process templates. If you have an existing template that is working well for certain tasks, you’ll have the opportunity to replicate the template and reuse it for other tasks as well. Notice that some of the steps in this template aren’t working for this new task? These templates are customizable and can be adjusted to fit your business’ needs. 

Not only will this speed up the work process, but it will allow you to see where continuous process improvement can occur. If a standardized practice is no longer producing the highest quality of work, you can focus your attention on brainstorming a solution and fixing the process.

Consider Employee Feedback 

Your employees are the ones working first-hand with this software, so their feedback is vital for identifying process issues and learning where improvements can be made. After you’ve implemented new processes with your BPM software, check in with employees to ensure that the improved process is functioning better and continue to make adjustments as needed. This software works for you, giving you the chance to change processes and adapt the technology to achieve the best results.

Be Customer-Oriented 

Customer satisfaction is key to any business. If your customers are unhappy with the service or product you’re providing, it’s a sign that you may need to analyze your processes and make process improvements. Consider what your customers are looking for and the problem your product or service should be solving for them. From there, you’ll have the chance to customize your automated workflows and change processes to improve output and please customers.  

Automate Your Business with Comidor 

Ready to tackle process improvement and automate your workflows? Comidor is here for you. Our advanced Low-Code BPM technology is easy to use, with drag-and-drop functionality and a convenient mobile app that can be used anywhere. With innovation and sustainability at the forefront of our mission, you can trust that our software will help your team function at its highest level.  

Contact our team today to learn more about automating your workflows and improving processes with Comidor! 

* Featured image: Monster Ztudio/Shutterstock.com

Streamline, improve and automate your
end-to-end business processes with Comidor

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Scheduling https://www.comidor.com/help-center/processes/process-scheduling/ Fri, 16 Jul 2021 08:50:20 +0000 http://192.168.1.9:8888/?p=544 Comidor can help you manage your processes and avoid losing valuable time on rescheduling a repetitive process. Scheduling does exactly this. It provides users with the opportunity to initiate a process or an application that will be repeating continuously without assuming its creators’ valuable time. Create a Schedule In order to access Scheduling, go to […]

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Comidor can help you manage your processes and avoid losing valuable time on rescheduling a repetitive process. Scheduling does exactly this. It provides users with the opportunity to initiate a process or an application that will be repeating continuously without assuming its creators’ valuable time.

Create a Schedule

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Click on the “+” icon to create a new Schedule.
  3. Fill in the Title of the Scheduling and the Basic Info.
    • Type: Select the type of Process you want to schedule. This means that a Process of type “General”,  “Event”, etc. will start in the scheduled start date and time in a repetition plan.

Process Scheduling creation | Comidor Platform

    • Business Function: Choose a categorization option (see Process map).
    • Assigned to: Click on the “Assigned to” field in order to see Comidor Users and Groups. You can assign this Process (when created) to as many people or groups as you want. This means that people you will select here, are those who should participate in this process.
    • Set Scheduled Start and Scheduled End dates and times of the Process.
    • In the Unit type choose between Workflow or Application
      • Workflow – choose the workflow you would like to be triggered every time the scheduling runs.
      • Define the Application you would like to be triggered every time the scheduling runs.
  1. Complete Schedule’s Description.Process Scheduling creation | Comidor Platform
  2. Then, you should set the repetition of the scheduling, which is actually the timeframe of the process that is about to be created, and choose which State you wish the Process to begin with. (Opened, Confirmed, Scheduled, etc.)Process Scheduling creation | Comidor PlatformComidor allows you to set the repetition of a Process (in minutes, hours, days, etc.) from a specific date to another. Choose:
    • Minutes to repeat the Process per minutes
    • Hourly to repeat the Process per hour
    • Daily to repeat the Process per day
      • You can exclude weekends by choosing “Every weekday”
    • Weekly to repeat the Process per specific day of the week
    • Monthly to repeat the Process per specific day of the month
      • You can choose an -every 2 weeks- repetition by selecting “Day 14 of every 1 month”.
      • You can choose a -last day of the month- repetition by selecting “Day L of every 1 month”.
    • Yearly to repeat the Process per specific day of a given year(s).
  3. Additionally:Process Scheduling creation | Comidor Platform
    • Choose Responsible group: The group which has the accountability of this Process.
    • Select Importance (Normal, High, Top) and Priority (Low, Normal, High, Top) of the Process, if applicable.
    • Each Process Schedule may have its core relations. So, you can Link this Process with a related Contact, Parent Template, and Personnel.
  4. Set users that will be Administrators and Process’s Supervisor. Practically, this means that these users will have access to the created Process, even if you have not added them in the Basic info above.
  5. For repetitive processes, that you are certain of the Start and End time, you can enable the Parameter Execute automatically. The process will be set as running at the scheduled start date and will automatically change to completed at the Scheduled end date and time. If you wish to complete the processes manually, leave this parameter unchecked.Process Scheduling creation | Comidor Platform
  6. In addition, you have to complete the following:
    • Send notification to: Fill in the Comidor Users and Groups that will receive a notification when someone comments on this Process.
    • Access rights: People or/and Groups that should have access to this Process, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit the Process details in the future. “Everyone” is chosen by default. This means that everyone who has access to this Process will have the right to modify it.
  7. The Scheduled duration must be set in order to calculate the Tasks Workload later, if applicable. So, put the scheduled duration of the Process (any type) in hours. e.g. put 0.5 for a Process that will last half an hour or 20 for a Process that is about to last 20 hours.
  8. Finally, set a Reminder:
    • Choose when to send the notification (On process completion or On process time). Or select when the reminder should be triggered (Number of Days/Number of Hours/Number of Minutes delayed or before the process completion/process time).
    • Select the user to whom the reminder will be sent.
    • Check the Email and/or SMS box if the user is to be notified via email and/or SMS.
    • Email reminders will be sent provided that the email account is connected to Comidor. SMS reminders will reach users provided that the recipient user has set a Mobile phone in his Personal Profile – this is available upon request.
  9. Click on Save to save the Schedule, on Save and New to save this Schedule and create a new one, on Save and notify when you need to save but also send a Note- Notification message to appropriate people, or Cancel to cancel the procedure.

 

View and Edit a Scheduling

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Select a Schedule from the List view and click on it to access.
  3. A new record preview will be displayed on the right side of the screen. You can move the bar with your cursor to resize your preview, click on the full view icon, or on the “x” button to close the preview.Process Scheduling view| Comidor Platform
  4. Click on Tags to add a new Tag on the Scheduling that it may be private, group, internal or public. From this point, you can also manage old tags that have been added to that Schedule.
    • Putting Tags in Process Schedules may help you in grouping them, filtering, and finally finding them easier.
  5. Click on Links to connect Schedule with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.Process Scheduling view| Comidor Platform
  6. If you wish to Edit the Process Schedule, simply click on the pencil button on the top left.
    • Make any modifications in the Process Schedule and then press Save to save the Process Template, on Save and notify when you need to save but also send a Note-Notification message to appropriate people with the changes you made, or Cancel to cancel the procedure.
  7. Click on the Actions button:
    • To Delete this Process Schedule. A confirmation message will appear.
    • To Print this Process Schedule view.
    • Click on Link with in order to Link this Schedule with any Comidor entity (another process, account, contact, project, opportunity, etc.). A pop-up window appears.
    • Click on Notify in order to Notify a person or group of people regarding this Schedule. Watch out to Notify someone that has access to this Schedule.Process Scheduling view| Comidor Platform
  8. Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Different versions of Files that are uploaded here, may both be kept and managed. You can:
    • Open to view online or download a file or check its versions
    • Rename it
    • Delete it

 

Managing Schedules

  1. In order to access Scheduling, go to Packages Icon >Process Orchestration > Scheduling.
  2. Select Schedules(s) from the List view. You can Delete the selected Process Schedule(s). A check message appears in a pop-up window prompting you to be specific and check which Schedules you would like to delete. Choose between “Yes” or “No”.Scheduling actions | Comidor Platform
    • You can Link Schedule(s) with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.
    • Finally, you can Run the selected Schedules.Scheduling actions | Comidor Platform
  1. In the Scheduling table, click on the Actions button and select between Export or Print buttons to export or print the list of the Process Schedules that you are viewing at that moment or all. Regarding printing, a new tab will open in your browser; please, make sure you will follow your browser’s printing procedure.

Make sure prior to this action that you are viewing the searched or filtered or all Schedules, having them sorted and/or grouped by the way you wish. Check Data Management for more information about all these options above.

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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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