Process Mapping
Template
Pipefy’s Free Process Mapping Template was especially designed to help you map, evaluate, and manage all your company’s processes. Using this template, develop processes in a methodical and intuitive manner.
Customize any process quickly and create fluid workflows that keep your organization running at optimal efficiency. No-code is necessary to build-on complex processes.
Manage and Build Better Processes
Creating processes is easy using our intuitive interface. Users quickly adapt and learn how to utilize features to their advantage. Create and build-on processes for customized management of all your company’s activities. Easily control complex workflows, approval processes, and more on an intuitive interface. Intuitive Platform
Easily Customizable
Control Complex Processes
Integrate with native apps to centralize communication channels and other management tools. Keep track of all user activities using visual representations of work that need to be done at every step of the process. With our no-code platform there’s no need to involve IT. Deploy fast and get started right away with customizable process templates. Native App Integrations
Kanban View
Fast Deploy
Template structure
See how this template is structured. As this is just an example, you can customize it.
Identify
Take an objective look at your process to fully understand all its steps.
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1. What's the trigger?
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2. https://app.pipefy.com/pipes/596910
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3. What determines the success of this process?
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4. What happens between the trigger and the end?
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5. What are the roles of each person in the process?
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6. Is there any SLA in any part of the process?
Information
Time to get all the information you can!
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1. What are the main goals of this process?
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2. What are possible, foreseeable challenges?
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3. Which key controls can be used?
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4. Get further insight from the team
Draft
Build a draft of the process’ flow with all the listed activities and the people in charge of them!
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1. List all the process' activities and people in charge
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2. Attach a sketch/drawing of the process
Analysis
Analyze the mapped process and ask whether and how it could be better.
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1. Could this process be more effective?
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2. Could it be more efficient?
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3. How can I make it more effective and efficient?
Presentation
Put all the information together, and find creative ways to present it to your team.
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1. Put a presentation together!
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2. Model your processes on pipefy and start managing them!
Done
Done! Here go the processes you’ve mapped and presented to your team!