Process benchmarking


Process benchmarking is a powerful method that allows managers to study the best practices currently applied. With the Process Benchmarking Template from Pipefy you can now organize your cases, study and analyze the data and put your improvement plan into action in a simple and intuitive way.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. What needs to be benchmarked?
  2. Assigned team
  3. Expected conclusion date
  4. Company area


  1. Company #1
  2. Company #2
  3. Data collection method
    • Interviews
    • Documentation analyses
    • Case studies
    • Surveys
    • Performance analyses


  1. Performance gap
  2. Best practices
  3. Current performance level
  4. Projected performance level


  1. Gain acceptance
    • Management is up to date with findings
    • Team is up to date with findings
    • Presentation about needed improvements done
  2. Improvement plan


  1. Implementation timeline
    • Improvement plan under implementation
    • Improvement plan fully active
    • Metrics being gathered
    • Metrics ready to be analyzed
  2. Did the action plan achieve the main goals?
    • Yes
    • No
  3. Strong points
  4. Weak points

Finished Campaigns

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