What is a Business Process [2+ Practical Examples] - Tallyfy (2022)

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 process is repeatability – a process is not a one-time thing.

Let’s say the process is employee onboarding. To onboard an employee, your organization would have to…

(Video) Intro to Business Transformation [Steps to Business Process, Organizational, and Technology Change]

  1. Prepare & hand out the right paperwork
  2. Assign them a role in the company
  3. Prepare all of their tech – access to communication, project management tools, etc.
  4. Prepare the workstation
  5. Introduce to their team & colleagues
  6. etc.

Every step here is structured and repeatable. No matter how many employees you hire, you’d have to go through the exact same steps. If a step is missed, it might lead to a very disoriented employee & an unproductive day. On the bright side, the process is very easy to map out or organize using software, maybe even turn it into a checklist.

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The main benefit of business processes is that they streamline your business. You can, for example, tell your manager to go “onboard this new employee,” and maybe get some results. Or, they might forget to have them sign some critical document & end up getting sued within a year. With a structured business process, on the other hand, the manager knows exactly what they have to do step-by-step.

This, in turn, makes your business much more efficient…

  • Clearer Responsibilities – Everyone knows what task they’re supposed to be working on. So, you won’t have employees working on the same task, for example, or a task being left undone because no one thought it was their job
  • Fewer Errors – Since everyone’s on top of their work, there’s much less room for human error
  • Higher Productivity – With the tasks communicated properly around the organization, your employees will end up being more productive, as less time is spent on organizational issues
  • Lowered Costs – With the added productivity, employees will have much better “output,” as they spend less time on useless work and more on the tasks that really matter

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Tallyfy helps you document and automate tasks between co-workers and clients

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Business Process Examples

There are countless business process examples all around – it’s something that can be found in every organization. Whether you’re a small startup doing content marketing or a giant corporation manufacturing state-of-the-art smartphones, you’re doing all this through business processes.

Client Onboarding Process

When onboarding new clients, an agency has to display professionalism, courtesy, and expertise. If you end up acquiring a big client, the last thing you want to happen is your team sitting there and wondering, “Ok, so what next?”

If you have a clear, defined client onboarding process, however, that’ll be a thing of the past. For the sake of an example, let’s look at the case with a marketing agency.

  1. Schedule an initial meeting. Get to know the client’s business, how the industry works, how’s the competition, etc.
  2. Assess company goals & assets. Know what your client wants from you, and how you can use their strengths to achieve those goals
  3. Define KPIs. The client will want to have a way to measure your progress, making sure that you’re bringing in results
  4. Create an action plan. What your team is going to do within the week, month, year, etc.
  5. Pitch the client. See if they like the proposed strategy. If not, start over. If they do, assign all the tasks to the right team members.

Content Marketing Process

Content marketing can be a very hectic mess unless you organize it into clear business processes. Unless you work on this, you’ll end up having 20 work-in-progress articles lost in limbo, a very confused designer, and a confused follower-base – desperately waiting for their weekly article.

Depending on your strategy, there are a lot of different ways to establish content marketing workflows.

For the sake of an example, let’s go through a very basic publishing process…

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  1. The content writer takes up & finishes the first draft of an article. Includes descriptions of any custom images that are to be used in the article
  2. The marketer gathers influencer contact information, to be used for advertising and marketing once the article is done
  3. The editor proof-reads the article, makes points on grammar, style, spelling, etc.
  4. The designer creates custom images as asked, sending them over to the content writer
  5. The writer takes the comments into consideration, fixes any mistakes, and adds the images to the article
  6. The SEO expert makes sure that the article meets the right optimization best-practices & publishes the article
  7. The marketer uses a combination of advertising & email outreach to make sure that the article is read

Want to learn how to structure, improve and automate your content marketing processes? Check out our step-by-step guide!

Business Process Mapping, Improvement, Re-Engineering & Automation

Business processes are, essentially, the building blocks of any organization.

The thing is, though, that for a lot of businesses, the processes are unorganized and implicit. Everyone has a general idea of what’s going on and what needs to be done, but it’s not on paper or is not tracked through software.

To get most out of your business processes, there are 4 things you could do.

Business Process Mapping

Business Process Mapping is pretty straightforward – you probably have a pretty good idea of how your business works. If you’ve been doing it for a while, then you definitely know the ins and outs of it!

So, you’d want to put down all your processes on paper. You could either use actual paper for this, a flowchart software, or workflow management software. From then on out, you can use the graph to analyze or keep track of your processes.

As a given, the more advanced your tool is, the more benefits you’ll get. Workflow software, for example, in addition to allowing for mapping, also lets you keep track of the process in real time.

(Video) Business Process Reengineering Tips

Business Process Improvement (BPI)

Once you have all the processes down, you’ll get an even better idea on how your business works. That would eventually lead you to initiate a business process improvement (BPI) campaign – from a top-down view, it’s very easy to spot weaknesses in your processes. Sometimes you’ll find tasks that are completely useless, others, you’ll find more efficient ways to do them.

In some cases, you’ll find that some tasks are completely useless and can be skipped. In others, you might find a much better, faster way to do them.

Business Process Automation (BPA)

One way to improve your business processes is to just put technology into the mix – and that’s where business process automation (BPA) comes in. Any task that is extremely menial – that is, too much manual labor – there’s a chance that software can do it much better and faster.

Say, for example, a team member has to email the person who’s responsible for the next step of a process. Rather than having to manually do it, business process management software (BPMS)could do it for them.

Want to learn more about BPMS? Check out our comparison post of some of the best BPM tools out there!

Business Process Re-Engineering (BPR)

In some cases, you’ll realize that your processes are just completely out of date. Rather than take something old and add up on it, it’s going to be much easier to just completely re-do them.

Business Process Re-Engineering (BPR) means taking your old processes and finding new ways to carry them out. This can be with the help of technology, for example. Instead of manually doing accounting in the form of a physical ledger, you could adopt some accounting software that makes the old process completely redundant.

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A more recent example is using smart contracts for BPR. DNN, decentralized news network, powers it’s publishing system through smart contracts. The submitted articles need tobe reviewed by different readers in order to select the best one and push it to the editors and ultimately to the publishers. Smart contracts can help you move the articles through the publishing pipeline, stage after stage, while reducing biases and increasing efficiency.


Now that you have a good idea of how business processes work, you might want to start mapping them out and possibly carrying out a BPI or BPR initiative.

And the best way to do that is through Workflow Management Software.Map, optimize, and streamline your processes with Tallyfy – simply by adopting software, you’re already taking the first step in making your processes more efficient.


What is business process give an example? ›

They are the processes that directly create revenue. Examples include: product manufacturing, order to cash process, and delivering products to customers.

What is Level 2 business process? ›

Level Two: depicts the end-to-end processes across the operational areas. Level Three: shows the roles and associated steps required to complete a specific process within an operational area. Level Four: is the documentation of instructions and procedures required to complete steps in the level three processes.

What is business process reengineering with example? ›

Business process reengineering examples: company selling commemorative cards. In a company that offers products such as Christmas, anniversary, commemorative cards, etc., renewing the stock and changing the design of the cards is constantly fundamental.

What is business process analysis with example? ›

Business process analysis, or BPA, is a method designed to help you review your processes. Processes are repeatable groups of tasks or steps in a workflow that produce a certain result. For example, you might have an onboarding process for new hires or a process for reviewing quarterly goals.

What is an example of business process improvement? ›

Business process change examples cover a wide range of operational improvements, such as: Speeding up cycle time. Improving product quality. Reducing costs.

What is a Level 2 process flow? ›

Level 2-Process Map

This is the map that is used to identify all the major steps a worker takes to complete a process. Within Level 2, there are 4 types of process maps: Linear Flow- A straight line from beginning to end. Swim Lane-shows you who is responsible for what task.

What are L1 L2 L3 processes? ›

L1 – Business process area – Financial Control and Reporting. L2 – Business Process – Capture Transactions. L3 – Activity – Record and Edit Standard Journal Entries.

What is the difference between Level 2 and Level 3 process maps? ›

Level One: is the standard high level and lists the operational levels of an organization. Level Two: depicts the end-to-end processes across the operational areas. Level Three: shows the roles and associated steps required to complete a specific process within an operational area.

What is meant by business process engineering? ›

Business process engineering refers to the study of business processes so that they can be improved and streamlined for optimum efficiency in terms of both performance and cost.

What is the purpose of Business Process Reengineering? ›

Business process reengineering is the act of recreating a core business process with the goal of improving product output, quality, or reducing costs. Typically, it involves the analysis of company workflows, finding processes that are sub-par or inefficient, and figuring out ways to get rid of them or change them.

What is Process Analysis example? ›

Process analysis = sequence of related events to excplain how things work/ how things happen. Directive process analysis = how to do something step-by-step; directions for completing work (to make something). Examples: recipes, model kits, sewing patterns, etc.

What is the purpose of a business process? ›

Effective business processes are the backbone of your company, providing the organizational structure and support needed to hold everything together. First, business processes help you design and communicate the different facets of your business strategy so that those measures are executed in a repeatable manner.

How do you write a business process? ›

How to write a business process
  1. Identify company goals.
  2. Create a structured plan for your business process.
  3. Create tasks based on company goals.
  4. Assign tasks to departments or individuals.
  5. Complete a test run of the process.
  6. Integrate it into your company.
  7. Record its success rate.
  8. Revamp and repeat.

What is a process provide several examples? ›

Process: the sequence of linked activities that is intended to achieve some result. Involve combinations of people, machines, tools, techniques, materials, and improvements in a defined series of steps or actions. Example: machining, mixing, assembling, filling orders, or approving loans.

What is an example of process improvement? ›

Eliminate waste

One of the best examples of process improvement projects centers around waste. Specifically, if you can identify and eliminate areas of waste within your processes, you can save time and produce higher quality end results. One of the best ways to eliminate waste is to rely on Lean principles.

How can business processes be improved? ›

Make your business process more efficient in 5 simple steps
  1. Identify what's working—and what's not.
  2. Set your baseline and your goals.
  3. Leverage your team and build a roadmap for success.
  4. Look for opportunities to automate.
  5. Roll out your new process and continue to gather feedback.

How do you answer a process improvement question? ›

How to answer the question "Tell me about a time you improved a process?"
  1. Share a story. If possible, choose an example story that relates to an aspect of the new position, as this may add significance to the interview. ...
  2. Describe the benefit. ...
  3. Relate your experience to the interview.

What is L1 and L2 process? ›

L1 and L2 are levels of cache memory in a computer. If the computer processor can find the data it needs for its next operation in cache memory, it will save time compared to having to get it from random access memory. L1 is "level-1" cache memory, usually built onto the microprocessor chip itself.

What are the levels of business processes? ›

The three main levels may be described as Business, Operations And Process.” Business level problems often relate to the enterprise information and financial systems used to 'steer'the business.

What is a high-level business process? ›

A high-level process map, or level 1 map, is one of the more straightforward business process maps that shows just how a specific process works in only a few steps. It is aimed to give a quick and easy glimpse of what the process does. It avoids delving into the details of how it is done.

What is L3 business process? ›

L3 are detailed business requirements, business logic, and business rules around each of the activities in L2. For each L2 process box, L3 requirements can be represented by structured “ability to…” statements.

What does L3 mean in business? ›

L3 is the last line of support and typically consists of a development team that deals with technical problems.

What is a Level 3 process flow? ›

The Level 3 process maps are those maps, which have detailed info of the process, it is the micro level process maps. It gives the whole process steps at once if a new processor can understand how to do the task at once.

What is process mapping example? ›

Process mapping is a management tool that is used to visualize the flow of work within a business process. A process map shows the steps and people involved in a business process. It is important to understand the different roles and functions of process diagrams, process mapping, and process modeling.

What is Level 5 business process? ›

Business process improvement: Level 5

Manages the execution of business process improvements. Analyses and designs business processes to identify alternative solutions to improve efficiency, effectiveness and exploit new technologies and automation.

Which of the following is not an example of a business process? ›

Which of the following is not an example of a business process? Explanation: It is a part of development phase. Take Software Engineering Practice Tests - Chapterwise! 6.

What does a good business process look like? ›

It should be effective

A business process should exist for one reason, and serve one purpose: to deliver value to both the customer and the organisation. In order to do this, it should be carefully aligned not only with customer requirements and customer satisfaction, but with the business' values and strategy.

What are the three phases of BPR describe each? ›

BPR includes three phases; analysis phase, design phase, and implementation phase. It is also referred to as business process redesign, business process change management, and business transformation.

What are the 7 phases of business process reengineering? ›

Also called Business Process Redesign, it's an approach to structurally changing your process workflows. What are the 7 steps of BPR implementation? Vision, Hypothesis, Mining, Design, Simulation, Go Live, and Monitoring.

What are the five key principles of business process reengineering? ›

5 Key Factors in Making a Business Process Reengineering Initiative Successful
  • Agency/Leadership Commitment and Sponsorship. ...
  • Inclusion of the Right People. ...
  • Clear Understanding of the Business Needs. ...
  • Crucial Change Management. ...
  • Ongoing Continuous Improvement.
11 Feb 2020

What is the most important factor in BPR success? ›

According to the results, having the BPR project motivated by customer demand and competitive pressure, on the average, is considered to be more important for project success than the use of industry specialists or other outsiders.

What is the first step in BPR? ›

1) Define your business processes

The first step of business process reengineering calls for mapping your company's present state. This process should cover all areas, including your current business regulations, workflows, supporting technology, work activities and reporting relationships.

Why is BPR important in an ERP implementation? ›

Business process reengineering provides a realistic understanding of the existing process and helps organizations to go for a successful ERP implementation by cutting extra cost and pacing the process at the same time. Employees can also easily embrace the new ERP system after the process reengineering is done.

What are business processes? ›

A business process is a collection of linked tasks that find their end in the delivery of a service or product to a client. A business process has also been defined as a set of activities and tasks that, once completed, will accomplish an organizational goal.

What means business process? ›

A business process is an activity or set of activities that accomplish a specific organizational goal. Business processes should have purposeful goals, be as specific as possible and produce consistent outcomes.

Why is business process important? ›

The importance of business processes cannot be overstated. Optimizing business processes can help you avoid mistakes and delays, improving cost-effectiveness, productivity, supplier relationships, and customer satisfaction.

How do you write a business process? ›

How to write a business process
  1. Identify company goals.
  2. Create a structured plan for your business process.
  3. Create tasks based on company goals.
  4. Assign tasks to departments or individuals.
  5. Complete a test run of the process.
  6. Integrate it into your company.
  7. Record its success rate.
  8. Revamp and repeat.

What is a business process diagram? ›

A business process diagram is a diagram that depicts a directed flow of activities that are specified by using a subset of Business Process Modeling Notation (BPMN). Tip: You can create business process diagrams using the new diagram editor, which is now the preferred tool for creating graphical artifacts.

What is business process analysis? ›

Business process analysis (BPA) is an approach to analyzing business operation processes. It is a detailed, multi-step examination of each part of a process to identify what is working well in your current process, what needs to be improved and how any necessary improvements can best be made.

What are the 5 core business processes? ›

At the core, every business is fundamentally a collection of five Interdependent processes, each of which flows into the next:
  • Value-Creation. Discovering what people need, want, or could be encouraged to want, then creating it.
  • Marketing. ...
  • Sales. ...
  • Value-Delivery. ...
  • Finance.

What are the different types of business process? ›

These include marketing, sales, production, distribution, and customer service. Those in this category tend to be some of the most structured processes in the organization.

How many types of business processes are there? ›

There are Three Broad Types of Business Processes. Every business is different, and the categories into which business processes fall will depend on what your business does. A specific type of task could be a support process in one business and a core process in another.

What are the 4 types of processes? ›

The four types of process are projects, job shop processes, flow shop processes, andcontinuous flow processes.

What is business process life cycle? ›

The BPM lifecycle is considered to have five stages: design, model, execute, monitor, and optimise.


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