As a business, you’re always looking to improve your product and create a good and meaningful relationship with your customers. The more happy customers you have, the better. How can you do that, and keep...
What was the problem with client onboarding at your Google Ads agency? Our Google Ads agency’s service is growing fast and we are now taking on three major clients a week. Our onboarding process is...
IT service management (ITSM) is the most widely used model for managing IT resources. Designed to cater to the growing demands of an organization in terms of both everyday and future operations, ITSM involves implementing...
What was happening in your business that caused you to start using Tallyfy? We created a new purchasing approval process which otherwise would have relied on paper requisitions needing an ink signature from approvers. We...
What is a SAFE note? A story about dreams, dollars and … funding! This story is for informational purposes only. This article does not constitute legal advice. Don’t forget to consult a legal professional when...
It is of extreme importance for companies nowadays to strive for process efficiency and added value for customers. Since the barriers to entry are diminishing, there is a rapid growth of firms storming the market...
An organization as a whole can be re-imagined as a living being, with its departments acting as the organs. Likewise, when applying Darwin’s ‘Survival of the fittest’ principle, it is evident how companies strive to...
Agile project management is a project planning and business process management approach that involves iteration. It is heavily concentrated on improving continuously and increasing the value of the project. In agile project management, the main...
Let me guess, you’re either starting a company or you’re looking to scale your SaaS for your already existing business and you’re not really sure where to start. I feel you. It’s a bit scary...
In the contemporary business world, more and more companies are entering the market and striving for the same target group. As a result, competition grows more vicious with each passing day and businesses ought to...
You spend many many hours, energy, and money trying to find the right person to hire. And then you also spend a ton of resources on that employee’s onboarding. When it comes employee offboarding however,...
Inventory management is at the core of each business’ trading activity, a key component of supply chain management. It is a vital process of monitoring, managing, and controlling the stock items of your company. It...
Nowadays it seems like everyone is throwing around terms such as “blockchain”, “bitcoin”, “ethereum”, “smart contracts”, etc. These have become buzzwords, and oftentimes the people spouting these words do not truly understand what they are....
As citizens in the digital age, we’re all encountering the rapid technological shift and big data implementation. In order for us, however, to work efficiently, we need effective ways to manage workflows and business processes...
As your e-commerce business grows by engulfing more customers into your merchandise, current systems and processes start becoming more dreadful and highly inefficient. Your staff starts getting overwhelmed by the order volume, and urgent bottlenecks...
Business process management (BPM) is growing in terms of popularity and substantiation as markets and businesses are shifting towards a faster, more automated environment with each passing day. Simply put, the definition of BPM is...
Zapier is an automation tool that serves as a multi-level bridge between 1000+ business web applications. Essentially, you can use Zapier to tie together two or more web apps to take advantage of their functionalities...
SaaS (Software as a Service) has transformed into an important part of how modern businesses function. The growth rate of SaaS businesses is estimated to reach 21.2% until 2023. With so many of them popping...
Nowadays, it is essential for businesses to deliver superior customer satisfaction with their market offering. And this is not a strongly confidential secret but rather a common-sense practice – if people’s experience with your product/service...
Business Process Automation refers to the use of technology to automate business processes or different business workflows. Automating processes is an essential part of the longevity and efficiency of a business today. When the Japanese...
Proper project management can be one of the cornerstone factors determining the performance and efficiency of a project regardless of its scale, scope-of-work or end-goal. For this reason, it is highly essential that anyone in...
The Pareto chart analysis is a statistical graphical technique used to map and rank business process problems starting from the most frequent to the least frequent with the ultimate goal of focusing efforts on the...
Project planning is a phase of the project management process, through which scopes, goals, timelines, resources, and costs are specified. It is an essential aspect of the lifecycle of a product and is directly linked...
Project management is a complex and often tedious process that can be handled a lot easier with the right tools. If you manage to find a tool that works for you, you’ll start seeing improvements...
Business Process Management Software, also known as BPMS, is a tool used for analyzing, tracking, managing, and improving business processes. By creating digital models of your processes, every single step becomes trackable. In turn, this...
A Swim Lane diagram is a process flowchart that allows you to visually distinguish duties and responsibilities, as well as sub-processes within these business processes. The swim lane diagram first surfaced in the ’60s. Like...
Every organization has business processes. How well these processes operate determines the efficiency of your business. To get the most out of your processes, it’s essential to do workflow process mapping. Meaning, you need to...
If you’ve never heard of a customer journey map, you’re not alone. It’s a new topic in the business world, only having been introduced in 1999 as a tool to help improve customer experience. Marketing...
First – let’s get some context. BPMN is used by legacy BPM software tools. In today’s age, it’s a great idea to start moving away from BPMN for these very compelling reasons: BPMN is not...
Workflows are a very important part of your business. Heck, you could even argue that workflows ARE your business. They’re the repeatable tasks your business has to carry out in order to achieve some business...
To stay competitive in your industry, it’s essential to constantly analyze & improve your business processes. This allows your business to operate as efficiently as possible, minimizing your expenses and maximizing profits. Process improvement, however,...
Business Process Management Software (BPMS) is a type of software that makes it easy to analyze, manage, and improve your business processes. Before we get more into BPMS, though, let’s talk business process management. The...
If you want your business to be as efficient as possible, you should constantly analyze and improve your processes. Before you can analyze a process, though, you need to have a very clear understanding of...
Change is a familiar concept for most businesses today. To keep up with the pace of innovation, organizations should be able to change their direction (strategy, operations, processes, etc.) fast. If you’ve already tried making...
Please tell us more about yourself and your role Sure, I’m Dan Howard and I work in pharmaceutical operations at H.D. Smith. We distribute pharmaceuticals to retail, independents, hospital pharmacies, as well as long term...
SWOT Analysis is a business tool/technique used as a part of a marketing plan and overall business strategy. It is used to provide a close assessment of the company’s efficiency in dealing with its internal...
“Old BPM” is dying because it’s changing and being replaced by “modern BPM”. Here’s what’s causing this replacement: Users are now deciding to buy software by themselves In “old BPM,” it was IT that made...
The best way to standardize your processes and tasks. Rajesh Verma – Registered Tax Agent What was the core problem you wanted to solve? We needed an easy way to request and collect documents and...
Tell us about yourself, your role in school operations, and your institution/organization in general? My name is Sam Todd, and I’m the executive director of school operations for Peak to Peak Charter School. Peak to...
The Ansoff Matrix, also known as the Ansoff product/market Growth Matrix, is a strategic planning tool used to analyze and generate four alternative directions for the strategic development of a business or corporation. In a...
The executive summary also referred to as management summary (an older term), is a short document that accompanies a larger document such as a business plan proposal, or a growth strategy plan. Usually, it summarizes...
A process flowchart is a graphical representation of a business process through a flowchart. It’s used as a means of getting a top-down understanding of how a process works, what steps it consists of, what...
A workflow application is a spin-off of the age-old business process management software. The main difference is that workflow apps are easier to use, cloud-based, and don’t cost an arm and a leg. In this...
It’s no secret that remote work can be amazing for your business. It allows you to hire the very best talent all over the world without the hassle of issuing visas, relocation packages, and so...
Procedures are essential for making your business as efficient as possible. Your business already has processes – they’re the repeatable work your employees do every day. Think, approving an invoice, fulfilling orders, etc. A Standard...
There comes a time in every business’s lifetime when it’s time to scale. I’ve seen many business owners and CEOs hit rock-bottom when their company expanded from a small team of 10 to a bustling...
Business Process Management Software (BPMS) can be an essential tool for any business, big or small. BPM tools allow you to get the very best benefits out of process management, such as increased productivity, lower...
Microsoft SharePoint is a giant software solution with a vast range of features and capabilities. It can be used for document storage, process management, projects, and a bunch of other things. The thing is, though,...
Change and improvement is an essential part of any organization. To stay ahead of your competition and never miss an opportunity, you have to constantly be looking for different ways to improve. There are 2...
Every organization uses dozens of different software tools to manage their day-to-day work – and business process management (BPM) is simply one part of it. To get most out of your BPM software, it needs...
Every company has grunt work. It’s the type of tasks that just about anyone can handle; it just requires the time and effort. And well, no one really likes doing that. Your highly-skilled employees aren’t...
HR is a core function of any business. How well you manage your employees will have a huge impact on the organizations future, be it positive or negative. If done right, your employees will stick...
Every company has its own processes and workflows. Not every organization, however, gets the best out of them. More often than not, your workflows aren’t nearly as efficient as they could be. That’s where workflow...
A Gantt Chart is a bar chart used for visually representing a project’s schedule. It is used in project management for illustrating tasks or activities in relation to time. In very simple terms, a Gantt...
Digital Transformation has been taking the world by storm. Two-thirds of the CEOs of Global 2000 companies will have digital transformation in the center of their company strategy by the end of 2017. Business process...
Whatever your organization does, there’s a pretty good chance that your business processes aren’t as efficient as they could be. Most companies are very passive about their processes, holding a “why fix something that isn’t...
Whatever your business is about, you probably use a lot of different business processes. A process is something a company is built on – it’s the day-to-day repeatable tasks that keep everything running. If you...
It’s not a secret that managing change is hard. There are countless unexpected obstacles you might encounter, anything from your own team rebelling against you to failing at enforcing new business processes. Even if you,...
Until recent years, BPM software has only been available for enterprise organizations. The tools were hard to set up, clunky and extremely expensive, making it inaccessible for companies that don’t have a 6-figure budget. The...
The PDCA (Plan-Do-Check-Act), also known as the Deming cycle, is an essential technique for process improvement. It’s a framework that helps you change and improve your processes. What’s the PDCA? PDCA is a methodology for...
If you’re getting into process management, the as-is and to-be process states are a must-know. Before you can make any adjustments to a process, you should have a clear idea of how it operates now,...
The “to-be business process” is the future state of an as-is process. If, after document and analyzing an as-is process, you realize that there are potential improvements to be made, you create a to-be process...
When carrying out business process improvement, it’s essential to start by documenting and analyzing the As-Is business process. This helps you gain the insight you need on the inner workings of a process, allowing you...
A UML diagram is a diagram based on the UML (Unified Modeling Language) with the purpose of visually representing a system along with its main actors, roles, actions, artifacts or classes, in order to better...
Every company is built on business processes. They’re the repeatable tasks you have to carry out on a regular basis – anything from shipping out a product to onboarding a new employee. How well these...
More often than not, things don’t really go your way. Your proven processes go awry, the machinery breaks, leading to a metaphorical fire in the company offices. Every other department is running around panicking, trying...
If you’re already working with a remote team, you’ve already gained a significant advantage over your competition. Remote employees come with all sorts of benefits, such as reducing employee stress or increasing overall company productivity....
Process (or workflow) management and automation is something that can benefit just about any business, considering the countless benefits it offers. The hard part, though, is figuring out which of your business processes can be...
Visualization can be a very useful tool for getting a deeper understanding of how your business works. It helps make your processes more transparent, as well as easier to understand and analyze. The workflow diagram...
One of the hardest parts of writing software is documenting it. In order to write good software documentation, you need to use the right software documentation tools. Trying to open a gate with a chainsaw...
For a project to run smoothly, you have to have a team member assigned to every task and make sure each of them knows what to do. Depending on how complicated your project is and...
With technology developing at breakneck speed, it’s been getting significantly to communicate and work with teams across the other end of the world. Accordingly, business process outsourcing has been growing in popularity. In fact, according...
Business process analysis is an analysis method that helps to increase the efficiency and effectiveness of a process. It assesses how well the process achieves its end goal. Business process analysis identifies and examines every...
Organizing a great project kickoff ensures that the project starts off on the right foot. See, the thing is, a project kickoff doesn’t only signify the launch of a project. It’s also a foundation to...
Businesses rarely operate at peak efficiency. To make sure that an organization is doing as well as it potentially can be, you’d need to constantly re-evaluate, improve, and sometimes even completely re-work your processes. Business...
SIPOC diagram is a Six Sigma tool used for documenting business processes. The word SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers which form the columns of the diagram. SIPOC diagram visually documents a...
Business process standardization is the act of establishing a “best-practice” of how to carry out a process & making sure that the entire organization follows it. Standardization can either be done standalone for its inherent...
Six Sigma tools are an essential part of any business process improvement initiative. By identifying flaws and weaknesses in your processes, they allow you to significantly improve the efficiency of your business. Six Sigma Tools...
Retaining top talent is a very high priority for any company, big or small. According to the Center for American progress, hiring and retraining new employees can be extremely expensive, costing the company up to...
Business Process Optimization is the act of taking your old business processes and optimizing them for efficiency. The general idea is to make it more efficient – the means of doing that, however, can vary...
Business process design (BPD) is the act of creating a new process or workflow from scratch. It’s different from business process redesign, which as the name implies, means taking an already existing process and improving it....
Choosing the right CRM software can be a pretty rough task. There are more than 100 vendors that offer all sorts of different types of sales management platforms. Two of the most prominent CRM software...
In this age of rapidly growing technology, businesses have to grow just as fast as the technology surrounding them. Whether you are a small, medium-sized business or an enterprise, you probably need a CRM software...
In today’s day and age, distractions are ever present and prevent us from staying focused – that’s why managing your time efficiently is crucial. One of the best time-management tools is a to-do app! Whether...
Business processes are rarely as efficient as they could be. Most businesses never stop to re-evaluate their processes – they just stick to what they started out with. While this isn’t necessarily bad, it leaves room...
For anyone that’s just getting started, workflow management isn’t the easiest field to get into. Before you even know the basics, you’re bombarded with hundreds of corporate buzzwords: process mapping, workflow automation, you name it!...
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...
A Project Charter is a document that, while describing the purpose of a project and its scope, it legally authorizes the beginning of the project. Any business nowadays, before initiating a new project requires a...
Business Process Management (BPM) is a methodology of constant process evaluation, improvement, and automation. So buzzwords aside, what does that mean in real-world terms? It means that you always strive to make your workflows (just...
In the world of process management, there are 2 types of software that dominate the market: workflow management and business process management (BPM). If you’ve had experience with both, you’re probably wondering “what’s the difference?”...
I recently had lunch with my friend and colleague Roderick Jefferson. Roderick is a nationally recognized educational and motivational speaker and is also an acknowledged thought leader in the sales enablement space. When Roderick shared...
Fact #1: Teams that love working together end up accomplishing a lot more. Fact #2: Team building activities are one of the best ways to get your team to get along with each other. Team...
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...
Continuous process improvement (CPI) ensures that your business survives and strives in the long-term. By constantly re-evaluating and improving business processes, your organization will be more efficient, innovative and agile. If you look at all...
In today’s world, businesses that can innovate and improve thrive. Ones clinging to old practices, however, eventually die out. To stay ahead of your competition, your organization should focus on continuous improvement. Meaning, you should...
The 7 quality tools were first conceptualized by Kaoru Ishikawa, a professor of engineering at the University of Tokyo. They can be used for controlling and managing quality in any organization. The 7 basic quality...
Employee Onboarding is the first step in a relationship between the company and the new hire. It involves educating the employee about the company, its culture, as well as introducing them to their team and...
Choosing the right Workflow Management System can be hard. In 2018, there are a lot of different options on the market, with each having a different angle on managing workflows. This might be a tad...
If you’re familiar process management, you probably know that there’s a lot of buzzwords being thrown around. To make things worse, none of the buzzwords have a real, well-defined definition, so the whole thing can...