Jump to any section
- Business Process Improvement Tools – A Simple Introduction
- Getting Started With Process Improvement – How to Learn More
- Next Steps
Your organization most likely carries out dozens of processes on a daily basis. You probably follow a similar set of steps when you onboard a new employee, resolve a customer complaint or create a new report. Business process improvement tools can serve as a roadmap for improving these processes when they stop working.
Inefficient processes are very harmful to any business, though. They can lead to…
- Wasted Employee Time – some processes (or process steps) might turn out to be completely useless, taking valuable employee time that could be spent elsewhere.
- Lower Productivity – if your employees are spending time on processes that could be easily automated, they won’t be too happy.
- Errors & Mistakes – inefficiency leads to defects.
To help you analyse and improve your processes, we’ve compiled a complete list of business process improvement tools.
How to Use This Guide
If you want to learn just about everything about process flowcharts, just read through the whole thing – we’ve got you covered. If you’re looking for specific sections, though, just jump over to whatever’s relevant!
You're probably wondering who we are. Tallyfy is a product that simplifies and automates your business processes. It's the secret to running smooth operations. Instead of creating process diagrams (which nobody looks at), documentation (which you can only read and never action), emails, chats and chaos - you can create and run any process in your company within seconds.
Settling for basic and cheap project or task management tools is the biggest mistake you can ever make. You get what you pay for. If you try to save a cent - you will lose a dollar. Wasted time (at $40/hour) is far more expensive than the cost of software. There's a huge difference between process management and project or task management. Processes relieve stress, make things predictable - and help you grow and become efficient. Projects and tasks are just ad-hoc, unpredictable chaos.
It's important to understand that context before you carry on reading. Successful people are smart enough to fundamentally change the way they work "right now" and amaze themselves and everyone else with new ideas. You can stop fighting uphill battles every day immediately - and drive more personal success in your career by introducing the modern way of creating, tracking and even enjoying tasks with your coworkers.
Anyway ... sorry for the interruption! Let's resume the rest of the article.
Process improvement has a lot of different uses – you can, for example, improve an inefficient process. Or, find the reasons why some of your processes are failing.
Are you looking to document and run your processes?
Don't use MS Word or Google Docs, and don't use flowcharts.
Documenting your processes using flowcharts might look pretty and nice – but you can’t run them. Even worse – nobody looks at flowcharts.SEE WHY HERE
We’ve divided the tools into different categories, so if you’re looking for a specific use-case, jump right ahead! Otherwise, read on…
- Want to improve your processes? Learn how to map them out depending on what you’re using it for.
- Did something stop working? Is the manufacturing department suffering from too much downtime? Learn how to find the causes of failure within your processes.
- Already know both the problems and solutions with your processes? In that case, you need to learn how to execute the changes right.
- Automation can solve a lot of problems. Learn how to use software to automate your processes.
Business Process Improvement Tools – A Simple Introduction
Everyone wants their business to be as efficient as possible.
Improving your processes, however, isn’t that easy (unless you’re a full-fledged process consultant, of course).
Knowing how to use the right tools, though, will definitely give you a good start. Since there are a lot of different ways to improve processes, we’ve divided the process improvement tools into 4 categories…
Are you interested in truly useful analysis of the latest trends in business tech and ops? Talking from the Trenches is published once every 2 weeks by Tallyfy and it's unmissable. You'll be smarter and better informed automatically. So - don't leave this page without subscribing to it.
Anyway ... we'll continue from where we left off above.
Process Mapping – To makes your processes more efficient, you need to find which process steps add value and which ones don’t. These tools help you create a step-by-step map of the business process, which in turn, helps you make adjustments.
Problem-Solving – If your processes are malfunctioning, you need to figure out “why?” These tools help you get to the root cause of any issue, allowing you to put out fires faster.
Improvement Methodologies – Putting a process down into a diagram is easy. Analysis and improvement, not so much. These methodologies help you define improvements and put them into practice.
Automation Software – One of the simplest ways to improve a process is to automate whatever you can. Depending on what you’re automating, you can use different types of software. Task automation can, for example, take care of that pesky grunt work everyone has to deal with.
If you want to get the best out of your processes, you’ll need to master tools from each category.
Process mapping is one of the most essential business process improvement tools.
You can’t, after all, improve a process unless you know what exactly it consists of. There are several different types of analysis tools that help map your business processes.
Some are pretty straightforward. The process flowchart, for example, details the exact steps you need to take to complete a process.
Others are more top-down, such as the SIPOC diagram. It helps analyze how you deliver value, starting with the suppliers and ending with the customers.
To arm you with the right know-how, we’re going to explain each in detail…
The process flowchart is, well, a process visualized through a flowchart. Here’s a simple example…
This business process improvement tool can help with…
- Standardization – Having your employees carry out the best practice process every time without variation.
- Improvement – Removing low-value steps, using tech to automate parts of the process, etc.
- Writing SOPs – Documenting a process through standard operating procedures. SOPs are documents used for either process standardization or employee onboarding (explaining how to carry out the process).
You can create a simple process flowchart by using a pen and paper or use online graphing software such as LucidCharts.
The later is, as a given, the better option. You want the document to be online and easily accessible by all your employees.
As for the “how,” you can either use the basic symbols…
Or, if you’re an enterprise, you can go for BPMN2 instead. BPMN is a process mapping methodology that creates a common language for process documentation. Just about anyone will be able to understand the flowcharts – the management, employees, process consultants, etc.
The down-side here, though, is that BPMN can be hard to learn, so as a start, it might be a better idea to go for the simpler option.
The SIPOC diagram helps with a more top-down analysis. While the process flowchart helps you define and optimize process steps, SIPOC helps pinpoint how value is delivered to the customer.
The methodology analyses 5 aspects of the process…
Suppliers – Who supplies the process inputs?
Inputs – What inputs are required?
Processes – What are the steps in the process?
Outputs – What are the process outputs?
Customers – Who receives the outputs?
To create the diagram, draw 5 titled after each of the aspects. Then, list out the respective information.
Or, better yet, simply download a template from the web.
Many business processes will involve people from different teams or departments. Communication is necessary for these processes to be done accurately and in an efficient way.
But with so many people involved, even the most well thought out processes are at risk of coming undone. In this situation, a swim lane diagram can be a helpful business process improvement tool.
To create and use a swim lane diagram, you will start by listing everyone who is involved in your process (by department) on top to make vertical swim lanes.
Then, you map out the process between different departments. i.e, Step #1 by department 1, step #2 by department 3, etc.
The end result should look something like this…
Putting out fires, while not the most pleasant experience, is unavoidable for any business. “To err is human,” after all. You’re bound to make mistakes (and that’s OK).
These business process improvement tools help you find the root cause of problems, allowing you to prevent it from ever happening again.
Cause and Effect Analysis
Cause and Effect Analysis (also known as the Fishbone Diagram) is a problem-solving tool that helps you find the root of any problem.
You start with the analysis by identifying the exact problem you’re trying to solve. Put the problem in a rectangle box and draw a horizontal line to its left. As an example, let’s say that your software development team frequently misses important deadlines.
On the horizontal line, pinpoint the things that might have a major impact on the process. In our case, that could be employees (lack of skill?), communication (inefficient practices?), clients (unrealistic demands?), finances (low budget?).
Then, for each factor, identify the possible causes for the problem until you’ve exhausted all the ideas…
At this point, you already have a number of good leads you should start investigating – one of which will turn out to be the root cause of your problem.
5 Whys Analysis
This business process improvement tool is more on the theoretical side.
The gist of it is, you keep asking “why” until you’ve discovered the root cause of the issue. To give you a better idea of how this works, here’s a more practical example found on the Toyota website (the originator of the 5 whys analysis)…
- “Why did the robot stop?”
- The circuit has overloaded, causing a fuse to blow.
- “Why is the circuit overloaded?”
- There was insufficient lubrication on the bearings, so they locked up.
- “Why was there insufficient lubrication on the bearings?”
- The oil pump on the robot is not circulating sufficient oil.
- “Why is the pump not circulating sufficient oil?”
- The pump intake is clogged with metal shavings.
- “Why is the intake clogged with metal shavings?”
- Because there is no filter on the pump.
If you’ve already created the process maps, you’re probably wondering – “where do I go from here?”
These process improvement methodologies help you figure out how to find possible improvements and implement them.
The PDCA is a process improvement framework developed by Dr. Williams Edwards Deming in the 1950s.
It consists of 4 steps…
Pin-point the change you’re planning on making. You can do this through a process improvement tool, such as the process flowchart, or problem-solving tool, such as the 5 Whys analysis.
Once you’ve identified the exact improvement you’re making, you can start with the implementation.
It might be a good idea to do this at a small-scale, though. Before scaling it company-wide, you need to have proof that the new process is better than the old.
Benchmark the results from the new process to the one from the old.
Keep in mind, though, that a process being efficient short-term doesn’t mean it’s going to be better in the long run.
You might find out that while the new process improves outputs, it can also increase the defect rates, bringing you back to square one. So, make sure that the new process is better than the old before moving on to the next step.
Once you’re certain that the new process is performing well, you can start scaling it company-wide. Your job, however, isn’t done – PDCA isn’t meant to be a one-time initiative. Rather, it’s more of a loop.
You should constantly be on the lookout for process improvements, carrying out PDCA whenever needed.
DMAIC is one of the most popular Six Sigma tools. It stands for Define, Measure, Analyze, Improve, and Control.
As with PDCA, it’s a framework for process improvement.
- Define – Define the problem. What’s the issue you’re tackling? How does it affect the company?
- Measure – Measure how the process is performing as-is. You’ll need the data as a benchmark for any improvements you make, as well as for helping with analysis.
- Analyze – Analyze the process and find potential improvements. The data you’ve gathered in the previous step might be useful for this. Find any process steps that take either too much time or resources.
- Improve – Put the solutions into practice. As with PDCA, it might be a better idea to start at a smaller scale.
- Control – Make sure that your employees stick to the new process (you can use workflow management software to help with this. More on that later). Keep track of the process performance. If you find the results unsatisfactory (or believe that there’s room for more improvement), start DMAIC all over again.
The easiest wins you can find in process improvement are through automation. By using the right software, you can free up your employee time by allowing the software to do the menial work for them.
This makes your employees both happier (no one likes grunt work) and more productive (their time is spent on something that creates more value).
There are 2 types of software that help with automation – task automation software (Zapier) and workflow management software (Tallyfy).
Task Automation Software
The best (and most popular) software for task automation is Zapier – the software has integrations with most 3rd party tools (Google Suite, and just about anything else).
There are a lot of different ways to use Zapier depending on what kind of automation you’re looking for. For example, let’s say you have an opt-in form on your website that sends the emails to MailChimp. You also want to feed the same data to your CRM tool so that you can read out to the leads individually.
Instead of having to manually copy and paste the data every time, you can Zap the two tools together, allowing for the data to transfer automatically.
For a complete list of Zapier integrations, you can head over to their website here.
Workflow Management Software
A common problem with process management is that you can’t keep track of everyone’s work. Are your employees following the best practices, or do they tend to deviate? How do you make sure they stick to the process improvements you’ve made, without having to stand over their shoulder?
Workflow management software helps you enforce business processes. The system acts as a facilitator for your processes – it lets your employees know whenever they’re assigned a new task, as well as if there are any changes to the process.
Instead of having to manually update your employees about the changes you’ve made to processes, the software automatically gives them the updated tasks.
Getting Started With Process Improvement – How to Learn More
Knowing what business process improvement tools to use is only one part of a successful process improvement initiative.
Getting this right isn’t easy. After all, 70% of all improvement initiatives fail. So to maximize your odds, you need to arm yourself with as much know-how as possible.
A good start is to learn about the best practices of process improvement. Sure, knowing how to use certain tools is helpful, but you should also know how to implement them. Head over to our guide on business process improvement to learn more about process improvement, such as…
- How to come up with process improvement ideas
- How to empower your employees to improve processes without managerial supervision
- How to implement improvements and measure their success
- And more!