Process Documentation

The act of documenting a process defines process documentation

What is a Business Process?

  • Any activity or set of activities that a business depends on for its day-to-day survival and if streamlined aids in its steady growth.For example, the recruitment process, invoicing process, and order processing.

  • These processes should have purposeful goals, be as specific as possible, and have consistent outcomes.

Process Documentation

  • The act of documenting a process defines process documentation.

  • It is a detailed step-by-step description of any type of business process.

  • It is a series of preliminary documents that describe the process flow and specifics comprehensively.

  • Functions are more focused process mapping guides from the perspective of the employees invested in the process.

Real Life Example

  • Any kind of process that occurs in an organization, for example, restocking the inventory is a process. and within these processes, what role does each of those involved play? We have to document that one by one in that we can identify the flow from start to finish so can properly assign responsibilities.

  • Lucas had an online grocery store, his stock came in each morning, vegetables and fruits for the day. Therefore, every activity that occurred in the completion of the process had to be first documented.

  • First, the trucks came in Nathan was in charge of unloading and storing them. Then Hayley had to count the numbers and enter them into the grocery management system each day.

  • Once that was done, it was the website manager who had to play their role. They uploaded data to their online store for the arrival of the fresh doc.

  • Facebook and other outlets were also updated day in and day out.

  • These were some of the activities that were part of the restocking process, and the goal here is to document everything so it can be repeatable.

  • Similarly, there are other processes within the organizations that need to be documented from HR to accounting, to finances, to whatever that may be.

Why Process documentation is needed?

  • Helps all the major and minor stakeholders to get an understanding of how a business process or the technical process works. and the purpose is to open the process to all stakeholders and invite critical input for the process improvement

  • Open the process up and invite critical input for process improvement. So something can't be improved if people do not know how it works.

  • Helps the department optimize processes and instill consistency in the stakeholders.

  • Streamlining processes and making practical work more efficient is the focus of the global industry at the moment.

  • Automation, Machine Learning, and agile processes are at the center of this movement.

  • However, to optimize a process, you need to define, describe and document it first.