16 business process examples to help an organisation succeed

By Indeed Editorial Team

Published 3 January 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

A business process refers to the steps an employee takes every time they accomplish a task. Implementing a business process in an organisation can increase workplace productivity and ensure better management of various tasks. Knowing about various business processes can help organisations reach their goals and achieve long-term success. In this article, we list 16 business process examples and review the importance of implementing them in an organisation.

Related: Examples of SOP (with definition and list of benefits)

16 business process examples

Here is a list of 16 business process examples that a company can implement:

1. Human resource processes

Establishing business processes for hiring new employees can help companies attract and retain qualified professionals. Following a defined set of protocols during the hiring process can help companies hire candidates who can make a difference to their bottom line. Automated hiring tools like the applicant tracking system (ATS) can speed up the hiring process and save a lot of time HR professionals would spend on screening candidates. These hiring tools can search for keywords in each application that help shortlist suitable candidates for a job role. Automating the human resources processes can ensure faster and cost-efficient hiring.

Related: 6 stages of an effective recruitment process

2. Project management

Many companies use project management systems to streamline the project workflow and keep track of the project's timeline. Companies can opt for a proprietary process or they may use project management software. Most of the project management software can automate the workflow. Most of these automation tools provide a dashboard that displays the activities and tasks of every project member. From initiation and project planning to execution, monitoring and completion, a project management software can streamline the project workflow. This can help a complete business project effectively and efficiently.

Related: Project management skills and how to improve them

3. Social media management

Having a dedicated business account on social media platforms is imperative for growing a business. While operating social media accounts on different platforms is challenging, it's essential for companies to frequently post new updates to grow consumer awareness. Using various social media management software, companies can schedule posts and keep track of the important metrics. Bringing automation can streamline social media presence and ensure companies can grow a loyal base of followers.

4. Customer service

Customer service instigates customers' feedback and addresses their concerns. The customer service process determines whether a company owes compensation to the customer for the complaint lodged. Having a business process for customer service can ensure all customers receive consistent and responsive support. Using software like live chat to live broadcasting, businesses can automate their customer service processes.

Related: 10 ways to consistently offer good customer service

5. Marketing

A marketing process includes designing, developing and launching a new product to market. As a result, companies use marketing tools to streamline their processes. By automating a marketing process, companies can align their goals and efforts. Enabling a business process in the marketing department can help in generating more leads and increasing sales. As automation enables a company to increase its conversion rate, it helps manage leads more efficiently.

6. Product development

Successful companies often develop products and this is a business process in itself. Having a business process, especially for product development, can help a company deliver high-quality intangible, tangible and service-based products. The process of product development includes generating an idea, screening and selecting the idea, developing the concept, developing the product, conducting marketing research and finally launching the final product.

7. Deliver management systems

Businesses that ship products to their customers require a business process to manage the delivery system. Streamlining the delivery management system is essential for ensuring the timely delivery of products. The delivery management process includes route optimisation, automated dispatch, vehicle tracking, proof of delivery and safe delivery of products. Companies can get insightful business analytics, ensure better communication and enhance customer satisfaction using delivery management software.

8. Onboarding process

The complete process of hiring and onboarding new employees in a company is a business process that requires automation. Developing a structured method for welcoming new employees can help keep the brand image consistent and guide new employees to understand the company's values and virtues. A streamlined onboarding process can retain valuable employees.

9. Sales process

A cohesive sale process decides the bottom line of the company. Usually, companies prefer their own sales process structure or can use automated software to streamline the entire sales process. A sales automation software can streamline quotes, orders, delivery, billing and proposals.

10. Budgeting

Many companies use a structured process for financial planning and budgeting. A structured process in budgeting is necessary to ensure projects receive optimal budgets and ensure transparency in financial matters. Having a documented process makes important financial aspects, like auditing and taxes, easier. Using software for managing the budgeting process can help companies manage their financial processes on time and without errors.

11. Procurement process

A procurement business process involves selecting vendors, establishing payment terms with them, negotiating and purchasing required supplies. A comprehensive procurement process can result in many advantages. For instance, a strong vendor relationship can ensure companies reap the benefits of year-over-year price reduction, quality improvement and discounts. A well-documented procurement process can help a business evaluate opportunities for a cost-effective strategy. It allows companies to foresee the potential shortcomings that can slow production. Many companies use a purchase order workflow for creating purchase requests, receiving approvals and confirming delivery details.

12. Business process improvement

Managing and improving the efficiency of an existing business process can be another business process. It helps a company refine and fine-tune its existing processes and adapt to the latest technology. Having a structured system for implementing business improvement helps a company identify areas that require immediate improvement.

13. Content promotion

Creating a process to manage content promotion can allow companies to promote their content as they want. The content promotion process involves finding websites to post content, qualifying the site by checking their domain authority, identifying the contact person, emailing and following up. It can also involve inserting deep links in the content, sharing the content on social media, repurposing the existing content to maximise reach. Automating the content promotion process can ensure customers see the content at the right time and this helps a company reach a larger customer base.

14. Client onboarding

Welcoming new clients to a business is an essential business process. Having a clear and defined client onboarding process displays professionalism, courtesy and expertise. A comprehensive and documented process reduces scope creep, enhances efficiency, ensures compliance and results in happier clients. A client onboarding process can build strong relationships, address any queries and outline business strategy in the future.

15. Asset management

Planning and controlling the operation, maintenance, renewal and disposition of organisational assets is a business process. Streamlining the asset management process helps in improving the delivery potential of assets. It minimises the risks and costs involved. Maintaining the assets of an organisation can enhance the asset lifecycle. An asset management process enables a firm to account for all its assets, identify and manage risks and remove ghost assets in the companies.

16. Managing accounts

Similar to budgeting and financial planning, managing a company's account is an essential business process. A streamlined and effective business process helps an accounting team prepare accurate records and ensures a company complies with necessary regulations. A documented account process can help consultants and external professionals understand the company's accounts and ensure all accounts are in line with legal regulations. Creating a documented accounting process ensures that all liabilities and assets are on the balance sheet.

Related: 9 essential accounting skills for career success

Importance of business processes

Business processes are essential because they define every department's functionality and provide structure to its operation. They help companies stay focused on their organisational goal and motivate them to accomplish those goals. Business processes are important because they:

  • Ensure consistency: Business processes ensure consistency because they instruct every employee completes a task in the same way.

  • Answer questions: Often, business processes function as a reference tool that can answer questions about a particular task or process.

  • Encourage innovation: Creating a business process requires extensive brainstorming and collaboration between team members. This can result in innovating processes to solve business problems.

  • Provide a framework for continuous improvement: Making small and incremental improvements to a business process can help an organisation grow.

  • Increase efficiency: As a business process outlines every step, it can increase efficiency and productivity.

  • Improve time management: The development of documented steps and processes ensures companies can complete certain activities or tasks.


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