Business Process Example: 35 Processes That Businesses Need • Checkify

What makes businesses successful is the way they do things. The way your business works, how it is efficient and productive. How you operate and what makes you much better than your competitors. These are your business processes. Why Business Process is important?
Optimising your business processes and business functions can help the business work even more efficiently and give you the edge. This is why business process management is essential.

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Business Process Example

What are Business Processes?

Business Processes are a set of linked tasks/steps that accomplish a specific business goal in the delivery of a service or product to a customer.

Business processes are designed to produce and complete a specific task.

Business processes were used to improve productivity as far back as the 1700’s with Scottish economist Adam Smith increasing production of the humble pin.

What is Business Process Management (BPM)?

So what is business process management? The process of managing and continuously improving business process within your business.
This can be done by documenting processes with a pen and paper, spreadsheet or with business process management software.
We have compiled a list of different business process examples that you may use in your business.

Human Resources Processes

What does HR do? It’s a little odd to refer to people as ‘human resources’ but HR is responsible for your most important asset, staff. Keeping them happy and healthy is essential as they contribute to any business success.

Customer Success Processes

The customer success process is about establishing, developing, and building business relationships ensuring clients achieve what they need to with your product or service. 

Customer Success Processes

Business process example of customer success processes

Checklist Step  - Customer Onboarding ProcessChecklist Step  - Customer Onboarding Process

Customer Onboarding Process

Customer onboarding is the first experience a customer gets working with your business make it a great experience. The customer success process is one of the most important business processes.

What best suits your business? For Instance, an introductory phone call to introduce yourselves with a follow-up email with all the important they may need with contact name and details. Maybe you have a self-service onboarding process that can guide clients.

Checklist Step  - Customer Problem-Solving ProcessChecklist Step  - Customer Problem-Solving Process

Customer Problem-Solving Process

Proactively providing answers and solutions to problems they may encounter. From self-service knowledge base, phone number, customer success manager, email help or even live chat help.

Checklist Step  - Customer Success FeedbackChecklist Step  - Customer Success Feedback

Customer Success Feedback

Customer success involves continual contact, follow up and asking clients for their feedback on your product or service.

Business Finance & Accounting Processes

Finances and accounting are essential business processes.

Business Accounting Processes

Business process example for business finance & accounting processes

Checklist Step  - Business BudgetChecklist Step  - Business Budget

Business Budget

Business budget help maintain a healthy cash flow

Checklist Step  - Financial AnalysisChecklist Step  - Financial Analysis

Financial Analysis

The financial analysis process is about evaluating business success, project viability, costs and budgets to determine their overall performance.

Checklist Step  - Strategic Business PlanningChecklist Step  - Strategic Business Planning

Strategic Business Planning

Strategic business planning is the process of establishing the direction of the business.

Checklist Step  - Expense ManagementChecklist Step  - Expense Management

Expense Management

The expense management process focuses on payments and audits business overheads.

Checklist Step  - Invoice & BillingChecklist Step  - Invoice & Billing

Invoice & Billing

Invoice process and invoice preparation.

Checklist Step  - PayrollChecklist Step  - Payroll

Payroll

Business Payroll to pay staff their wages, pay taxes and health & pensions.

Payroll year end

Checklist Step  - Taxation & VAT (UK)Checklist Step  - Taxation & VAT (UK)

Taxation & VAT (UK)

Corporation Tax, End of Year Accounts, VAT, dividends, income tax and PAYE.

Checklist Step  - Debt RecoveryChecklist Step  - Debt Recovery

Debt Recovery

Overdue Invoices

Business Operational Processes

Operational processes are day to day running processes

Business Operational Processes

Business process example of business operational processes.

Checklist Step  - Procurement ManagementChecklist Step  - Procurement Management

Procurement Management

The procurement management process is about identifying and implementing certain steps to ensure that goods are acquired and services meet.

Checklist Step  - Business StrategyChecklist Step  - Business Strategy

Business Strategy

Strategic business planning is the process where you set out goals and document the direction of your business. Identify Business Opportunities and Threats.

Checklist Step  - Quality of Product/ServiceChecklist Step  - Quality of Product/Service

Quality of Product/Service

Goal-setting, analysis, strategy implementation and strategy monitoring quality of product.

Checklist Step  - Policy ReviewsChecklist Step  - Policy Reviews

Policy Reviews

Proactively schedule a time to review all business policies and procedures.

Background information to why the change is needed, Policy proposals, document outcomes of research and policy analysis, document meetings and consultation and drafting new versions.

Checklist Step  - Business DevelopmentChecklist Step  - Business Development

Business Development

The business development process for identifying, nurturing and acquiring new customers and business growth opportunities.

Processes to help develop and implement growth -Partnerships, new markets, trends, networking, trade shows and new business opportunities.

Checklist Step  - Market research and strategyChecklist Step  - Market research and strategy

Market research and strategy

Know your market doing market research.

Sales & Marketing Processes

Sales and marketing process how you attract new leads and persuade them to become your customers.

Process Management

Now you have seen some Business Process Examples.
Other information that can help you with business processes
Business Process Mapping
Business Process Improvement
Business Process Reengineering
Process Innovation
Business Process Management
BPM / BPMS
Process Automation
Process Documentation

Checkify Business Process Management Software

Are you surprised how many processes are involved in running a business? Checkify offers you a way to document and store each process and launch it every time you need it.

Still have questions?
We’ve got answers.

Why Business Process is Important?

Business processes are important because they are a step by step guide that describes how things are done the best possible way and makes it easier to focus on improving business processes.

Read More: Why Business Process is Important

What is Business Process Management BPM / BPMS?

It’s your step-by-step plan for achieving your business goals.

Business process management is just like a recipe. It includes all the vital ingredients, along with a set of instructions to take your important business activities from start to finish, successfully and on-time. But instead of a delicious chocolate cake at the end (unless you’re a bakery owner, of course), your finish line could be a product ordered and shipped to a satisfied customer.

Read More: No-nonsense guide to Business Process Management – and how it can make your business more awesome

Business Process Management Benefits

Business processes are integral to the growth and success of any company. They set the blueprint or checklist for various activities, allowing employees to carry out small repeatable tasks towards a specific objective. Knowing what business processes are and developing them effectively are different things.

Read More: Business Process Management Benefits

Business Process Design

Business process design should structure business processes  into three types

  • Operational process
  • Supporting process
  • Management process

Read More: Business Process Design: Three Main Types