process map Archives | Comidor Platform All-in-one Digital Modernization Fri, 04 Nov 2022 12:57:25 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png process map Archives | Comidor Platform 32 32 What is Process Mapping https://www.comidor.com/knowledge-base/business-process-management-kb/process-mapping/ Mon, 01 Nov 2021 05:13:53 +0000 http://192.168.1.9:8888/?p=420 The post What is Process Mapping appeared first on Comidor Low-code Automation Platform.

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Processes are at the heart of every business. Without business processes, tasks do not have a unified method of completion and data does not move through the pipeline properly. In order to fully establish these processes in your workplace, you need to know what they are going to look like. Process mapping has emerged to assist businesses in the planning of their daily processes. What is process mapping, you ask? We’ll answer this question and more below. 

What is Process Mapping? – Definition

Business process mapping is not to be confused with business process modeling. Instead, process mapping is a technique that uses workflow diagrams to visually describe business processes. A workflow diagram shows the relationships between tasks and visualizes process information like the flow of work, who is involved in the process, what execution and quality standards are followed, and what is the expected outcome.

Process mapping is a part of business process management (BPM) and is usually implemented with the help of BPM software tools. Its main purpose is a deep understanding of the processes, internal transparency, and continuous improvement. 

Diagrams help managers identify whether the execution aligns with the business values and objectives, measure performance, and become more effective. Business process analysis and visualization are also encouraged by ISO 9001: 2015, as it effectively contributes to quality management.

create a workflow - steps2 | Comidor Digital Automation Platform

Benefits of Business Process Mapping

Companies and large enterprises all over the world use business process mapping to translate business data into useful information, identify improvements that can be made, optimize business processes, and become more effective.

With process mapping, process information becomes easily accessible and deeply understood by everyone involved while repetition mistakes are prevented. A flowchart can define the way in which processes should be executed ensuring that quality standards are followed every time the same workflow runs. 

Business process mapping offers a variety of benefits your organization won’t want to miss out on, including:

  • Defined norms. Without established processes, there’s no clear method on how to complete tasks. Once you’ve completed process mapping, your team will know exactly how to complete their tasks and move the process forward. 
  • Improved visibility. In addition to defined norms, you’ll also have clarity on who completes what tasks throughout the process. This will improve collaboration and increase transparency throughout the entire project. 
  • Increased productivity. Eliminating the confusion around processes, your team will be able to focus more on the tasks at hand and know how to complete workflows efficiently. 
  • Streamlined onboarding. As you bring on new team members, you’ll have a much clearer picture of how to train them on your processes and where they fit into the flow of work. 

Investing in process mapping software can help you further automate your processes and start reaping the benefits quickly. Keep reading to learn more about how to do process mapping and where to find the best software.

process mapping | Comidor Platform

How to Do Process Mapping

Knowing how to do process mapping is an essential part of creating business processes. To map a process, you should follow the steps below:

  1. Identify the process you want to map.
  2. Identify the purpose of the mapping: what you would like to optimize or measure. 
  3. Set the start and endpoints.
  4. Analyze the process by identifying the activities and the connections between them.
  5. Set the sequence of the activities.
  6. Use basic mapping symbols to create the flowchart (for example you can use the BPMN 2.0 notation).

As mentioned above, you can use symbols and notations to visualize the information. Most of the time, process mapping tools with ready (drag and drop) symbols and connectors are used to simplify the flowchart creation.

Business Process Map Flowcharts

A flowchart is the most basic example of a business process map. It uses basic symbols to describe actions, activities, tasks, subprocesses, decision points, documents, the flow of work, completion time, events, gateways, people, and systems involvement.

The symbols are similar to UML symbols. The most common symbols used are:

  1. Circles: represent the start and endpoints
  2. Rectangular boxes: process steps (tasks, subprocesses)
  3. Diamonds: decisions that must be made to move on, they usually have two branches
  4. Arrows: represent connections between elements

Download the complete BPMN 2.0 Notation guide today to learn more about these symbols and how to use them.

When creating a flowchart, there are three main styles you can use to visualize your processes. These are:

  1. Basic flowchart. This flowchart uses a top-down identification method. When creating this flowchart, you’ll plot out all of the major tasks needed for a process. Jot down all of the subtasks that are done under each major task and evaluate your process from there. You’ll be able to pinpoint bottlenecks and see where you can automate or streamline repetitive tasks. 
  2. Data flowchart. If your processes are data-heavy, this flowchart may be the best choice. Instead of tracking tasks, it follows the movement of data through the process. You can clearly see where data may get lost in translation or be inaccurately interpreted. 
  3. Business modeling flowchart. For this flowchart method, you’ll want BPMN software. Using this process mapping software, you can create a diagram that depicts bottlenecks, repetitive tasks, and more. 

Evaluate how you would like to visualize your process and choose a flowchart accordingly. 

workflows and processes | ComidorProcess Mapping Tools

To start with business process mapping, you should carefully select your process mapping tools. Comidor is a powerful business process management platform with BPMN 2.0 drag & drop workflow designer.

Make process mapping a little easier by establishing your workflows as well. With definitive workflows, you can better visualize your overall process and place each workflow where it belongs along the way. Automate these workflows with ease using the BPM 2.0 Comidor Workflow Designer. 

Process Mapping Examples

We’ve outlined just a few process mapping examples to give you a better idea of how you can utilize this technique in your own workspace. 

Employee Onboarding

Onboarding new employees often comes with a monumental amount of paperwork and bottlenecks that are much too time-consuming. You can use process mapping to layout your traditional process for onboarding and identify where these bottlenecks can be automated.

Then, using BPM software, you can create automated workflows and manage your HR processes without the repetitive and time-consuming tasks taking up your entire day. Your HR team and the candidates they’re contacting will appreciate the streamlined process. 

Project Management

Massive projects can easily be sidetracked when team members do not have clarity on their tasks or are unable to collaborate effectively. By completing process mapping, your team can better understand their role in the project and to whom they can communicate questions. They will also more clearly see where bottlenecks are holding up the process and how they can support each other through project management. 

Sales Approval

The next process mapping example we’ll be discussing is sales approval. Sales teams understand just how tedious their tasks can become. With so many requests and approvals flooding in, it’s easy to become overwhelmed and fall behind. By reviewing your process through business process mapping, you can identify opportunities for automation and speed up your approval process. 

Purchase Order

Finally, we will be presenting the purchase order example. Every business deals with procurement projects on a daily basis. A purchase order can be modeled using RPA easily. RPA software enables businesses to automate the creation of documents, saving time, eliminating typography errors, and boosting productivity. Here is a short video that shows you how to use the Comidor RPA Document Creator tool in a real-life procurement project. 

Process map | Comidor Platform

Comidor Process Mapping

With an emphasis on business process management, Comidor understands the need for clear and concise processes. That’s why we’ve developed our BPMN 2.0 designer.

With this visual designer, you’ll be able to map out your processes from start to finish with ease. Identify bottlenecks and areas of improvement quickly and create automated solutions at your fingertips. Request a demo of our latest version today!

Map and optimize any process in your business

EXPLORE MORE

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]]> Lists, Filters and Process Map (Data Management) https://www.comidor.com/help-center/system-administration/lists-filters-process-map/ Sun, 25 Apr 2021 15:52:55 +0000 http://192.168.1.9:8888/?p=583 List Management helps administer data lists (Categories) which are used in other modules. All Comidor users can create public category Lists (i.e. Account categories). Users with system administration rights have the overall authority to view, correct, edit, or delete Lists. Create a new List To add a new category or a new Type go to […]

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List Management helps administer data lists (Categories) which are used in other modules. All Comidor users can create public category Lists (i.e. Account categories). Users with system administration rights have the overall authority to view, correct, edit, or delete Lists.

Create a new List

  1. To add a new category or a new Type go to a Comidor List in any Comidor Unit and click to view the List content
    • Click on Add to add a new category or type. Add a Category Name

      add new list v.6| Comidor Platform
    • To add the category as a core category click on Save. To add as a sub-category click to select the Parent Category or any sub-category (all categories are ordered in a tree-mode) then click Save

add category v.6| Comidor Platform

To add a new list/category from list management, click on:

  1. My Company > Data Management > Lists
  2. Click on the ‘+’ icon to create a new category
    • Add a Name for the new list, a Code (which is the category path) and its Value
    • Select the desired Save option (refer to Quick Reference Guide)add new list-category v.6| Comidor Platform

Edit and Manage a List

To edit or manage a list click on:

  1. My Company > Data Management > Lists
  2. Click on a list
  3. Click on the Pencil Icon to edit the List’s value
    • Change the List’s value and click on save to proceed
  4. Click on the Actions Icon and select to delete the list. A confirmation pop-up box appears

Manage multiple Lists

To manage multiple lists click on:

  1. My Company > Data Management > Lists
  2. Select multiple lists from the table to:
    • Delete them (a confirmation pop-up box will appear)
    • Mark as protected which will make these lists viewable only to internal Comidor users but not to Guest users (who have access only to public data)

Manage multiple Lists v.6| Comidor Platform

Filters

Create a new Filter

  1. You can create a new filter by clicking on the advanced search icon which is available in every table in Comidor

advanced search v.6| Comidor Platform

  1. Fill in the filters with the required criteria and click on Execute to update the record list. You can use filters, fields, or operators (=,>,<, >=, <=, !=). Create a combination of conditions using the AND and OR criteria

advanced search - filters v.6| Comidor Platform

 

  1. Click on Clear or Save this filter to re-use it later. A new pop-up window appears. Type a filter name and keep this filter Private or make it Public so others can use it. Click Ok to proceed

filter v.6| Comidor Platform

  1. To load this filter you have to close and re-open the unit you are in and click on the custom filter drop-down list (called Advanced Search) to find and load a filter

Manage Filters

Filter Management is available only to System Administrators users.

Click on:

  1. My Company > Data Management > Filters
  2. In the left panel, you can see folders of the private filters (categorized by creator/owner name) and the public folders (indicated with no name). Clicking on each folder you can see the related filters
  3. Multi-check filters to:
    • Make them public – everyone will be able to use them including guest users
    • Delete them.public- delete folders v.6| Comidor Platform
  4. After selecting a filter you can click on the Actions icon to delete it
  5. Click on the Actions Icon of the Filters table to Print or Export the list

Process Map

The process map helps manage business categories that are used in all types of processes in Comidor (Generic Processes, Opportunities, Projects, Work Packages, Tickets, Surveys, Campaigns, Events, Topics, Issues, Trainings).

Create a new Business Category

To add a new Business Category click on:

  1. Packages > Process Orchestration > All Processes, or:
    • Process Orchestration > Issues
    • People Management > Trainings
    • People Management > Surveys
    • Customer Relations > Opportunities / Campaigns / Tickets 
    • Project Management > Projects
  2. Daily Utilities > Topics or
    • Daily Utilities > Events
  3. Click on the ‘+’ icon to start a new process
  4. Find the field named “Category” and click to expand the process map list
  5. Click on Add to add a new Category. Add the Business Function Name
    • To add it as a core category click on Save. To add as a sub-category click to select the Parent Category or any sub-category (all categories are ordered in a tree-mode). Click on Save

To add a new Business Category from the Process Map click on:

  1. My Company > Business Architecture > Process Map
  2. Click on the ‘+’ icon to create a new business category
    • Add a Name for the new business category, a Code (which is the business category path) and its value
    • Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Business Category

Click on:

  1. My Company > Business Architecture > Process Map
  2. Choose a specific business category from the list
  3. Click on the Pencil Icon to edit the business category
  4. Change the value of the business category and click on Save to proceed
  5. Click on the Actions Icon and select to delete the business category. A confirmation pop-up box appears

Manage multiple Business Categories

Click on:

  1. My Company > Business Architecture> Process Map
  2. Select multiple business categories from the table to delete them (a confirmation pop-up box will appear)

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