What is a Business Process [2+ Practical Examples]

A business process is a series of repeatable steps taken by a team or company to achieve some sort of business goal: managing deliveries, assembling products, onboarding employees, etc.

The key aspect of a business process is repeatability – a process is not a one-time thing.

Let’s say the process is employee onboarding. To onboard an employee, your organization would have to…

  1. Prepare & hand out the right paperwork
  2. Assign them a role in the company
  3. Prepare all of their tech – access to communication, project management tools, etc.
  4. Prepare the workstation
  5. Introduce to their team & colleagues
  6. etc.

Every step here is structured and repeatable. No matter how many employees you hire, you’d have to go through the exact same steps. If a step is missed, it might lead to a very disoriented employee & an unproductive day. On the bright side, the process is very easy to map out or organize using software, maybe even turn it into a checklist.

The main benefit of business processes is that they streamline your business. You can, for example, tell your manager to go “onboard this new employee,” and maybe get some results. Or, they might forget to have them sign some critical document & end up getting sued within a year. With a structured business process, on the other hand, the manager knows exactly what they have to do step-by-step.

This, in turn, makes your business much more efficient…

  • Clearer Responsibilities – Everyone knows what task they’re supposed to be working on. So, you won’t have employees working on the same task, for example, or a task being left undone because no one thought it was their job
  • Fewer Errors – Since everyone’s on top of their work, there’s much less room for human error
  • Higher Productivity – With the tasks communicated properly around the organization, your employees will end up being more productive, as less time is spent on organizational issues
  • Lowered Costs –  With the added productivity, employees will have much better “output,” as they spend less time on useless work and more on the tasks that really matter

Business Process Examples

There are countless business process examples all around – it’s something that can be found in every organization. Whether you’re a small startup doing content marketing or a giant corporation manufacturing state-of-the-art smartphones, you’re doing all this through business processes.

Client Onboarding Process

When onboarding new clients, an agency has to display professionalism, courtesy, and expertise. If you end up acquiring a big client, the last thing you want to happen is your team sitting there and wondering, “Ok, so what next?”

If you have a clear, defined client onboarding process, however, that’ll be a thing of the past. For the sake of an example, let’s look at the case with a marketing agency.

  1. Schedule an initial meeting. Get to know the client’s business, how the industry works, how’s the competition, etc.
  2. Assess company goals & assets. Know what your client wants from you, and how you can use their strengths to achieve those goals
  3. Define KPIs. The client will want to have a way to measure your progress, making sure that you’re bringing in results
  4. Create an action plan. What your team is going to do within the week, month, year, etc.
  5. Pitch the client. See if they like the proposed strategy. If not, start over. If they do, assign all the tasks to the right team members.

Content Marketing Process

Content marketing can be a very hectic mess unless you organize it into clear business processes. Unless you work on this, you’ll end up having 20 work-in-progress articles lost in limbo, a very confused designer, and a confused follower-base – desperately waiting for their weekly article.

Depending on your strategy, there are a lot of different ways to establish content marketing workflows.

For the sake of an example, let’s go through a very basic publishing process…

  1. The content writer takes up & finishes the first draft of an article. Includes descriptions of any custom images that are to be used in the article
  2. The marketer gathers influencer contact information, to be used for advertising and marketing once the article is done
  3. The editor proof-reads the article, makes points on grammar, style, spelling, etc.
  4. The designer creates custom images as asked, sending them over to the content writer
  5. The writer takes the comments into consideration, fixes any mistakes, and adds the images to the article
  6. The SEO expert makes sure that the article meets the right optimization best-practices & publishes the article
  7. The marketer uses a combination of advertising & email outreach to make sure that the article is read
Want to learn how to structure, improve and automate your content marketing processes? Check out our step-by-step guide!

Business Process Mapping, Improvement, Re-Engineering & Automation

Business processes are, essentially, the building blocks of any organization.

The thing is, though, that for a lot of businesses, the processes are unorganized and implicit. Everyone has a general idea of what’s going on and what needs to be done, but it’s not on paper or is not tracked through software.

To get most out of your business processes, there are 4 things you could do.

Business Process Mapping

Business Process Mapping is pretty straightforward – you probably have a pretty good idea of how your business works. If you’ve been doing it for a while, then you definitely know the ins and outs of it!

So, you’d want to put down all your processes on paper. You could either use actual paper for this, a flowchart software, or workflow management software. From then on out, you can use the graph to analyze or keep track of your processes.

As a given, the more advanced your tool is, the more benefits you’ll get. Workflow software, for example, in addition to allowing for mapping, also lets you keep track of the process in real time.

Business Process Improvement (BPI)

Once you have all the processes down, you’ll get an even better idea on how your business works. That would eventually lead you to initiate a business process improvement (BPI) campaign – from a top-down view, it’s very easy to spot weaknesses in your processes. Sometimes you’ll find tasks that are completely useless, others, you’ll find more efficient ways to do them.

In some cases, you’ll find that some tasks are completely useless and can be skipped. In others, you might find a much better, faster way to do them.

Business Process Automation (BPA)

One way to improve your business processes is to just put technology into the mix – and that’s where business process automation (BPA) comes in. Any task that is extremely menial – that is, too much manual labor – there’s a chance that software can do it much better and faster.

Say, for example, a team member has to email the person who’s responsible for the next step of a process. Rather than having to manually do it, business process management software (BPMS) could do it for them.

Want to learn more about BPMS? Check out our comparison post of some of the best BPM tools out there!

Business Process Re-Engineering (BPR)

In some cases, you’ll realize that your processes are just completely out of date. Rather than take something old and add up on it, it’s going to be much easier to just completely re-do them.

Business Process Re-Engineering (BPR) means taking your old processes and finding new ways to carry them out. This can be with the help of technology, for example. Instead of manually doing accounting in the form of a physical ledger, you could adopt some accounting software that makes the old process completely redundant.

A more recent example is using smart contracts for BPR. DNN, decentralized news network, powers it’s publishing system through smart contracts. The submitted articles need to be reviewed by different readers in order to select the best one and push it to the editors and ultimately to the publishers. Smart contracts can help you move the articles through the publishing pipeline, stage after stage, while reducing biases and increasing efficiency.

Conclusion

Now that you have a good idea of how business processes work, you might want to start mapping them out and possibly carrying out a BPI or BPR initiative.

And the best way to do that is through Workflow Management Software. Map, optimize, and streamline your processes with Tallyfy – simply by adopting software, you’re already taking the first step in making your processes more efficient.

Run your operations on auto-pilot

Tallyfy is the simplest and most powerful way to document and track your playbooks, know-how, SOP's and forms in one organized place.

  START TALLYFYING NOW  

Automate and scale any custom process in any size of company

Turn ad-hoc emails, work request forms and approvals into organized services.

Marketing

  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing

Support

  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions

Finance

  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams

HR

  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests

R&D

  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes

IT

  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists

Sales

  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks

Analysts

  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

How much time can you win back with Tallyfy?

Time wasted per person

1 hour

Number of employees

100

$ wasted per day

-$4400

Annual Pricing (2 months free)Monthly Pricing


The easiest way to train your team and grow your business

$50 / member / year

10 members minimum

  • Document playbooks and how-to's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture

Replaces

Flowcharts & Documents

Learn more

Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions

Ensure forms & tasks never slip through the cracks

$150 / member / year

8 members minimum

  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs

Replaces

Lightweight project tools

Learn more

Get predictable and scalable outcomes across teams

$300 / member / year

4 members minimum

  • Automate decisions with rules
  • Approval workflows & smart views
  • Custom branding & controls
  • Addons like analytics, SSO & more

Replaces

Complex workflow automation

Learn more

Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

Need integrations?

Connect 1300+ apps

What do others say?

See testimonials

How can I use it?

See use cases





Leave a Reply

Your email address will not be published. Required fields are marked *

We don't pay our customers to say nice things

They just do!