A business process is a series of workflows that enable a company's operations. These workflows are composed of a series of tasks that need to be completed in a particular sequence in order to achieve a specific goal.

Examples of business processes

Examples of common business processes — in areas like finance, HR, development, and support — include:

 

Purchase Processes: Keeps track of each procurement and gets necessary approvals hassle-free and on time.

 

Hiring and Onboarding Processes: Streamlines your company’s hiring process, from drafting and gathering all the necessary documentation and signing contracts, to formalizing the hiring and onboarding of new team members.

 

Strategic Planning Processes: Reevaluates company principles, plans, and goals by creating tasks that will have to be followed in a standardized way by your team to keep on top of progress and milestones.

 

Customer Support Processes: Establishes a smart workflow to set deadlines and alerts for help tickets to build a positive relationship with customers.

Quick tip: Sometimes what we refer to as “a” business process is actually a family of related processes or subprocesses. For example, the procurement process may include approving vendors, generating purchase orders, receiving goods, paying invoices, and other subprocesses. 

Example of a complex procurement process

procurement process workflow

How are processes created?

Establishing a business process begins with establishing company goals. Once a goal is set, follow these six steps to create a business process:

 

Step 1 - Collect important information, like team members, roles, and timelines. 

 

Step 2 - Establish process boundaries to set process start/end tasks and triggers. 

 

Step 3 - Identify suppliers, vendors, and customers to determine how a process starts and its outcomes.

 

Step 4 - List and order actions to map the steps in between the process start and end points.

 

Step 5 - Connect business strategy and process with business rules to make decisions easier and handoffs to represent a change of responsibilities between teams. 

 

Step 6 - Review and gradually optimize the process workflow and execution.  

Quick tip: Clearly defining the boundaries of a process will make it easier to manage and organize. Well-defined processes can also help you avoid scope creep. 

Business Process Mapping: The act of creating a workflow diagram with the goal of gaining a clearer understanding of how a process and its parallel processes work. 

 

Business Process Modeling: The practice of representing business processes in visual form. 

 

Business Process Automation: A way to use technology and automation to perform complex business tasks with reduced human intervention and effort. Business process automation is also known as workflow automation or process automation. 

 

Business Process Standardization: A uniform way to complete an important business process and allows the process to be performed the same way every time. Business process standardization maximizes the efficiency and effectiveness of processes. 

 

Business Process Design (BPD): The creation of new, easily scalable workflows from scratch. Takes place at the start of product/service production or delivery. 

 

Business Process Reengineering (BPR): A strategy used to analyze and improve workflows and business processes within an organization. It can minimize errors and costs, streamline operations, increase efficiency, improve services or products, and increase profitability. 

 

Business Process Management (BPM): A formal approach to analyzing and improving the processes that enable a company's operations. The first step to implement this approach is to identify the critical processes within an organization. Furthermore, they need to be analyzed to understand how they can be improved, implement these changes, and measure the outcome.

Next steps: business process improvement

Now that you’re familiar with the key benefits of having a business process and how to create one, learn how implementing process improvements can empower business operations to run faster, more efficiently, and more reliably.

 

Request a free trial to find out how Pipefy’s no-code platform empowers companies and automates business process improvements quickly and easily.

Learn more about how Pipefy helps companies optimize business processes. 

Clearly defining the boundaries of a process will make it easier to manage and organize. Well-defined processes can also help you avoid scope creep."