Practical guides on documenting, optimizing, and automating the work that runs your business. Field-tested frameworks from 12+ years of process work.
What every SOP needs, the 5-step writing process, and how to build a complete SOP manual without burning months of operations time.
Most process documentation fails. Here's a battle-tested framework for capturing how work actually gets done — and the modern AI approach that does it in minutes, not weeks.
Choosing Process Structure
Our Machine Learning (AI) technology saves managers countless hours every month because managers no longer need to comb through reports looking for information. The ML engine continuously searches for insights that…
Believe it or not, there is a Process for managing new processes in ProcessPlan. In this post we’ll outline the Process Development Cycle.
Without a system like ProcessPlan managing your company’s day-to-day execution, its easy for small things to get missed, forgotten or overlooked. However, missing “small things” can often have big consequences.
With the click of a button, ProcessPlan can capture the number of minutes spent on each task. This can be powerful when trying to improve process efficiency. Using a combination of automated time tracking and task…
In this post, we are going to build a process that will serve as a ticketing system to help your IT department manage the support requests they receive.
In this post, we are going to build a process that will allow your customers to submit feedback to your organization and allow you to take steps in handling that feedback.
If you need a workflow management system in your business, try these key steps to improve the odds that you'll get the support you need from upper-level management.
A workflow diagram by itself doesn't get the job done. Use workflow automation to bring that whiteboard to life and put your workflows to work.Workflow automation is the design and creation of computer-directed…
Decision trees are a valuable tool for business. They set out complex decision processes in a way which is visually clear while being suitable for workflow management. Read on to learn the benefits of using the…
Our goal at ProcessPlan has always been to be the most innovative process management tool on the planet. That requires thinking differently, and sometimes, creating what we need from scratch.Today, we are introducing…
Managing business processes can feel overwhelmingly impossible today. From delegating tasks between team members to providing timely customer support, how do you stay on top of it all? The answer impacts your bottom…
Moving from BPMN to ProcessPlan can be intimidating. There are no gateways, pools, swimlanes, or events! The transition could seem like you’re having to learn a new language. Luckily, ProcessPlan and BPMN have many…
ProcessPlan works like a decision tree that guides people through the tasks in a process. Thisworks fine right out of the box, but ProcessPlan has several features that enhance tasks andmake task completion easier.…
The process of workflow automation aims to transform the various activities that go into keeping an organization running into a centralized automated structure that takes the help of digital technology to improve the…
Betting on a "rainmaker" is a short-term strategy. Sure, a sales rockstar will bring in tons of customers in the short-term, but what if a better opportunity comes along for him? The best sales and marketing teams…
Many people ask, "What's the difference between a checklist and a process?" but do not understand that this is more than a dictionary definition. To understand the difference between checklist and processes, you must…
Businesses from every industry run numerous processes on a constant basis. Without these systems, a company cannot function properly. With business process management, you can focus on your core operation's most…
A wise individual once said, “failing to plan is planning to fail”. I know it’s cliche, but this quote is true in life and in ProcessPlan. ProcessPlan makes it easy to map out your process by just clicking and…
There is one thing that is true in business now more than ever ... successful businesses are comprised of people and technology and the glue that keeps it all together is process. I love reading brainy quotes and one…