Business Process Documentation: A Guide

Business process documentation is an essential part of business process mapping.

It helps to ensure that processes are understood, documented, and followed correctly.

This guide will provide an overview of the basics of business process documentation, including how to get started, best practices, and examples.

Getting Started

The first step in business process documentation is to identify the processes that need to be documented.

This can be done by talking to stakeholders, reviewing existing documentation, and conducting process mapping workshops.

Once the processes have been identified, the next step is to create a process map.

This is a visual representation of the process, showing the steps, inputs, outputs, and any decision points.

Once the process map has been created, the next step is to document the process.

This should include a detailed description of each step, including any decision points, inputs, and outputs.

It should also include any relevant information such as roles and responsibilities, timelines, and any other relevant information.

How To

The best way to document a process is to use a standard template.

This should include sections for the process name, description, steps, decision points, inputs, outputs, roles and responsibilities, timelines, and any other relevant information.

It should also include a section for notes and comments.

Once the template is complete, it should be reviewed by stakeholders and any necessary changes should be made.

Once the document is approved, it should be stored in a secure location and made available to all stakeholders.

Best Practices

Ensure that the process is documented in a clear and concise manner.
Include all relevant information such as roles and responsibilities, timelines, and any other relevant information.
Ensure that the document is reviewed and approved by stakeholders.
Store the document in a secure location and make it available to all stakeholders.
Regularly review and update the document as needed.

Examples

Here are some examples of business process documentation:

Oracle BPM Suite — Oracle Business Process Management (BPM) is a comprehensive suite of software tools designed to help organizations automate and manage their business processes.
K2 Process Automation — K2 provides process automation solutions to help businesses streamline their operations. Automate manual processes, reduce errors, and increase efficiency with K2’s easy-to-use tools. Get more done with less effort and time.
OpenText — OpenText offers cloud-native solutions in an integrated and flexible Information Management platform to enable intelligent, connected and secure organizations.
Pega BPM — Pega BPM is designed to help organisations automate and optimise their business processes, enabling them to improve efficiency.
Lucidchart — Lucidchart is the intelligent diagramming application that brings teams together to make better decisions and build the future.
Conga — Conga delivers the world’s most scalable revenue lifecycle management solution. Crush complexity. Deliver Certainty.
DocuWare Cloud — DocuWare Cloud is a cloud-based document management system that helps businesses securely store, manage, and share documents. It offers features such as automated workflows, document capture, and mobile access, allowing users to access documents from anywhere.
TIBCO ActiveMatrix BPM — Tibco ActiveMatrix BPM enables organisations to automate and optimise their business processes.
Smartsheet — Smartsheet enables teams to manage projects, automate processes & scale programs in one powerful platform.
OrderWise — OrderWise is an all-in-one business management software that helps companies streamline operations, increase efficiency, and improve customer service. It offers features such as inventory management, order processing, CRM, eCommerce, and more.
Adeptia — Use Adeptia’s self-service integration solution to onboard faster, from months to minutes (80%), and provide delightful customer experiences.
Appian — Appian is a comprehensive business process management (BPM) platform that helps organizations automate and optimize their processes.
Icertis — Go beyond contract lifecycle management with Icertis Contract Intelligence
M-Files — M-Files offers an innovative metadata-driven document management platform. M-Files gives midsize and enterprise businesses a leading edge.
IBM BPM — IBM Business Process Management (BPM) is a suite of software tools designed to help organizations automate and optimize their business processes.
Workbooks — Our powerful CRM platform is personalised and fine-tuned by our own experts precisely to your business goals. That way it lets you do…
Alfresco — Alfresco Platform is an open, modern and secure system that intelligently activates process and content to accelerate the flow of business.