Documenting processes can seem like a daunting task. We have heard it compared to being lost in the wilderness or that process mapping is so hard it fills me with dread and makes my eyes bleed please make it stop!
But its doesn’t need to be be that bad just start with these 2 questions
Once you have recognised these two simple questions you can now embark on your process mapping journey. Process mapping is not a difficult thing to do in theory, its problem comes with the execution – ensuring a consistent approach is essential.
Answering Question number 1 in simple terms, we will look at the business functionally rather than by process. All Businesses will have the following functions
If we this of processes as the what you do and not how you do it, we can produce a very simple process framework and can be filled out to the organisations individual needs. We will look at each category and identify the bare minimum processes you need to begin to get an understanding of your business.
The function of sales is to attract new business into the organisation and to preserve what you have. Some companies merge this function with customer relations but principally you need to have:
There are a host of other processes you can add, but the essentials boils down to how do you get and deliver work and having the staff to do it.
Firstly, you need to assess what you currently have. Looking at each of the process topics, give yourself a rating from 0-5 where zero is you have nothing at all to 5 being fully document and briefed out to all staff and is fully accessible.
Whilst you should have all of these key processes documented, if you have nothing at all, you need to look at a priority matrix. We would recommend identifying your points of pain first and these can be categorised as:
It is also important to establish a consistent look and fell to your processes so they become familiar to users. Consider linking documents and forms so all information is available at a single point of use. Finally consider using a professional Business Process Management Tool to help you keep control