Understanding Business Process Management

A business process is one of your company’s key assets. Building an effective business process allows you to identify, create, and analyze the anticipated actions that make up the core value of your business.

While it is easy to confuse a business process with a workflow, it is crucial to understand the difference in order to successfully build your business process. A business process is a set of related activities that are used to follow a specific path for the entire company. A workflow is similar; however, it is a set of related activities that are used to complete a certain task.

When building any process, the first step is to properly identify your current processes.

Think about what you are trying to accomplish. What are the areas that need to be ‘addressed’ along the way to the finish line?

Approximately, 96% of companies have some sort of document process in place. It is absolutely vital to recognize how pre-established processes tie in with the overall business process goals.

Advantages of Automating your Business Processes

The overall goal of creating a business process is to document your methods while still allowing you to track, manage, and view the performance of your efforts. There are several advantages to doing this.

An automated business process will allow you to limit or eliminate human error entirely. It ensures that the same process is being followed at all given times without a delay. For example, you may require your sales reps to get a quote approved prior to sending it to the client for review. Automating this process across the business, will make certain that sales reps never ‘forget’ or ‘skip’ the approval stage of the process.

Automating processes also can allow you to visually track the performance of employees and the status of sales leads. Being able to view exactly which stage of the process a lead is currently in keeps everyone on the team on the same page. A low code solution like Creatio provides a visual representation of processes, which is a reliable way to analyze their status and eliminate any duplicate or unnecessary steps within each process.

Creatio's business process

Creatio’s business process gives users the power to automate any internal processes they desire. This includes processes as simple as document approval to more complex processes such as automating sales. The goal is to eliminate any confusion, increase efficiency, and minimize costs. Here are a few use cases in which Creatio can be used:

#1 HR Activities

Onboarding new employees requires multiple steps to ensure that everything is done promptly and efficiently. Within Creatio, you have the ability to create a business process that will utilize different ‘triggers’ that, when met, send an automated action.

Here, you can see that once an applicant status has been modified (whether approved or denied), an automated email will be sent notifying the manager of the modifications to the approval status. This email alerts the manger to then follow up with the applicant.

Each step can be modified to ensure you are never missing an applicant, nor missing a crucial step within the onboarding process. Finally, once the approval on the applicant’s record has been updated, a task will notify the manager to complete the final steps in the process.

#2 Technology Industry

IT support tickets are another example of where Creatio’s business processes can be used. You can use Creatio to create and assign multiple tasks in order to ensure your customers’ concerns and questions are being addressed in a timely fashion. This example shows how you can automatically send emails to the individual that is submitting the ticket request. Remember, these emails can be customized within the system designer or attached directly from previously created email templates.

Once the email has been sent, the process sends task reminders to the support agent to either remind them to ‘complete the service ticket within a time frame’ or to update the ticket status to ‘closed’. Because Creatio allows users to see the results of someone following the processupport agents swill be less likely to end up working under the same ticket and wasting valuable time.

Once the ticket is closed, the business process will automatically send a link to the survey to ask the individual ‘how you did’ when solving the ticket. This allows you to view customer feedback and track the performance of your efforts.

#3 Banking Industry

Like HR activities, document management can be automated to ensure that nothing is missed. Here, you can require different tasks, emails, and approval requirements are completed prior to the contract being sent to the client. Building a detailed, multi-step process reduces room for error. Once the contract is updated and approved by the branch manager, it will be automatically sent to the client to sign.

#4 Healthcare

Creatio’s business process tools are also applicable within the healthcare industry. Think about this scenario: you are a dentist whose office is currently facing a staff shortage. You want to make sure your patients are not affected by this situation as you try to fill positions. Within Creatio’s business process tool, you have the ability to set multiple automation triggers that remind your patients of their appointment through email. You can also set up reminders to your current staff to call patients about their upcoming appointment. Completing this will free up your staff from having to manually keep track of upcoming appointments, calls, or reminder texts or email.

Overall, Creatio’s business processes allow you to automate your processes, while still giving you complete control of what steps your users take in each stage of the process. Business process automation keeps the entire organization on track and aligned towards the same goals. For more information on Creatio’s Business process and how it can benefit you, contact us here at Technology Advisors.