The in-depth instructions, broken down into discrete steps that precisely outline how to carry out a process, are known as process documentation. It is a sort of technical documentation that refers to collecting and recording all the information about a particular business process, including the precise actions, tools, and processes required to accomplish a process's intended result. Standard operating procedures are another name for this kind of material occasionally.

Easy steps for Successful Business Process Documentation

Business processes that are well documented provide organizations with the ability to create business process documentation that simplifies complex processes across their various business functions. This can range from creating a more streamlined employee onboarding process to preventing the loss of knowledge when employees leave, transferring knowledge between employees and company departments, and more. In the long run, you will spend a little less time and human resources on teaching people while at the same time giving them the authority to do their best work.

The following are more examples of business processes that are often documented:

  • Performance appraisals
  • Process for resolving customer complaints
  • Techniques for checking and maintaining equipment
  • Delivery of services
  • Process for billing and collecting
  • New hire orientation

Business processes must be thoroughly planned, organized, and recorded to be helpful and effective. You may get the desired outcomes by recording as much information as possible about the business process documentation.

process documentationBusiness Process documentation is tremendously helpful in assuring the success of a business process, even though you could think of it as merely an administrative and ineffective part of the process.

Steps for Business Process Documentation

When all the participants can see what is being made, either by utilizing a flip chart or a whiteboard, this approach functions at its optimal level. Ensure that you have the appropriate persons in the room who know what must be done to complete the business process.

First Step: Identifying the Procedure

On the flip chart, first, note down the procedure's name and briefly explain what it entails.

Second Step: Business Process Documentation Boundaries

Determine where the business process begins and where it concludes. What sets off the process so that it may begin? When will you know that it is complete?

Third Step: Output of Business Process Documentation

Determine what it is that the business process documentation ends up producing.

Fourth Step: Input of Business Process Documentation

Determine what is required to carry out the procedure and the source of the required items. Paper, Excel, and the Internet are all potential sources.

Fifth Step: Activities of Business Process

Consider all the tasks (what) that must be accomplished to bring the business process documentation to its successful conclusion. Provide explanations for each using the verb-object structure. At this point, you shouldn't think about how the activities will be sequenced; instead, you should just freely brainstorm. Sticky notes have the potential to be quite useful for this phase. Just write one action on each note.

Sixth Step: Organize the business process documentation

Put all of the topics that came up in the brainstorming session in the order that makes the most sense for the business process. As you develop the visual of your process, you need to make sure that you identify the critical decision points.

Seventh Step: Review of the Business Process Documentation

Business Process DocumentationAs a preliminary inspection of the product's quality, examine the sequence. Do the limits that you established in Step 2 give the impression that it is complete?

Eighth Step: Assigning Business Process Roles

Determine the roles (people) who will be responsible for carrying out the actions associated with the process. Put someone in charge of each of the activity steps.

Ninth Step: Transcription of Business Process Documentation

The steps should be entered into a flowcharting software application in a manner known as a swim lane.

Tenth Step: Review of the Completed Business Process Documentation

Gather all of the participants in the business process, and go over the flow of the steps. Obtain consent from every member of the team. Putting together all the documentation for a business process enables one to understand better how all of the moving parts of the business process documentation fit together while it is being carried out in an organization.

For example, the following is how the business process documentation for the payroll the process might look:

  • Payroll is the name of the business process documentation.
  • Process limits: staff members are compensated for their monthly labor through an electronic bank transfer.
  • Paychecks and monthly payroll reports are the outcomes of the business process documentation.
  • Employee time cards, leave data, and bank account information is examples of business process documentation inputs.
  • Processing operations include verifying employee time cards, looking for leave requests, adding data to bank accounts, moving monthly salaries to the appropriate accounts, and creating payroll reports.
  • Employees, the boss, and the Human Resources department all have a role in the business process

Best Practices for the Documentation of Processes

Maintain the document's clearness and shortness. In addition to being technically proficient, it should be straightforward to understand. Make sure you have a solid plan to update the papers if the procedure is altered. At the very least, make it a priority to examine them every year. You might also designate a business process owner responsible for frequent evaluations and informing others of any modifications. You minimize any misunderstanding, make sure to have separate business process documentation for each of the distinct processes.

When beginning to record processes, you should try to avoid covering the entire organization all at once. Begin with a single business process documentation inside a department or a significant business process documentation already in place throughout the enterprise. Keep the papers in a spot that may be easily accessed by anyone seeking them in the future. Make sure that it can be quickly altered if it is required and that the updated version can be easily sent to everyone who is involved.

Use a technology designed specifically for documenting processes to maintain online document storage in a centralized location. This will immediately be of assistance with the two excellent practices that were just described. When it is acceptable, use the relevant examples, visuals, different platforms, color coding, screenshots, etc. Ensure that in the document, the business process documentation conforms with the standards currently in place within your firm. If you are going to describe the flow of the business process documentation verbally, you should always accompany that document with images in the form of a flowchart.

Make a guide for the business process documentation that anybody can use as a standard document format for documenting a process, and then publish the guide. To gather information for the business process documentation, use the existing documented interviews, material, records, case studies, field diaries of project personnel, and the employees' general knowledge.

Benefits of Documenting Procedures and Processes

Assist in getting everyone on the same page by presenting a unified perspective of the processes involved in the business process documentation. Where there is clear business process documentation, it is possible to change the processes in any document. Assists in determining the optimal circumstances for productive cooperation and performance. Assists in detecting bottlenecks and inefficiencies in processes (even in those "well-refined" methods) that would not have been observed in any other circumstance. A well-documented procedure will save time and reduce the likelihood of making mistakes by removing any room for ambiguity and providing explicit directions.

 save time no-codeReduces prices as well as spending on resources that aren't essential. Contributes to an overall improvement in both the quality of the procedures and the result. Contributes to increased levels of both employee happiness and productivity. Work may be outsourced more easily since the procedures that should be followed are documented so that they are easily understood. When necessary, documenting procedures also make it easier to automate certain activities.

Best Business Templates for Business Process Documentation

Documentation process templates include process maps, grids, and models. Process templates define a process's landscape, flow, solution, or state. These are artifacts in business architecture. A documentation process template is created with best practices in mind to simplify processes inside a business. With a clearly defined documentation process template in place, you can easily fill up the forms and get started without having to start any document or procedure from the beginning.

The ideal documentation process template should be able to: Specify each participant's obligations and duties;

  • The template describes the many sorts of data that are needed.
  • The template also Identifies the result of the method produced.

Maintaining templates for various corporate procedures may streamline and provide uniformity throughout the firm. In addition, relieving your staff of manual and administrative responsibilities also saves time.

An example of a documentation process template is:

  • Flowcharts
  • Forms
  • Pictures
  • Tutorials
  • Process diagrams
  • Attached document

Because everyone in the company is familiar with the software, many organizations generate documentation process templates in spreadsheets or documents. Using templates might slow down business processes. Spreadsheets and documents have formatting issues. Formatting the document may take longer than developing the template. Changing one field might screw up the format of the template or document, wasting so much time. Any business process template must be manually updated whenever a process document changes. All templates can't be updated in real-time.

It might be difficult to identify and utilize a certain template if the documents aren't arranged appropriately with the correct name on the document. Spreadsheets and documents can only generate reports by manually choosing the relevant option.

Use of Automated Business Templates

Using documents in the age of cloud technology and automated solutions will limit your team's potential. Teams can swiftly develop, amend, and adapt processes using automated templates. Automation platforms feature visual editors in the document that let you drag and drop business process templates. Rather than emailing team members various copies of the same business process template, use an automated template.


The AppMaster Backend Builder provides a set of drag-and-drop tools that can be used to graphically design mobile and online workflows that may be as complicated as the user desires in order to automate business procedures. It will help in the designing of your document via different tools. It gives your business document an attractive look.