Category: Process

In the past, process and task automation was the preserve of large companies. Today, software products have emerged that allow workflow automation for small business, thanks to their no-code functionality – i.e., no coding skills required – and their pricing model. Small and medium-sized businesses gain in productivity, time and quality thanks to workflow software.…

All organizations are constantly involved in workflows. Quite simply, they are sets of consecutive or simultaneous, individual or collaborative, linear or conditioned steps and tasks. Answering customer inquiries, producing a quotation, requesting time off, reconciling an invoice and a payment, requesting a purchase or a supply… are all workflows. And more generally, let’s assume that…

Task planning and compliance with instructions are important issues for managers, supervisors and directors. They help manage productivity, efficiency and the quality of work performed. Numerous tools exist to manage your teams’ tasks. In this article, we’ll introduce you to an easy-to-implement tool that will enable you to create a checklist of automated tasks. This…

It’s not uncommon for managers to come across a number of sub-optimizations in maintenance processes. For example, there may be a lack of transparency regarding what has been done (some interventions remain open, others are forgotten), difficulties in finding information on progress, the limiting use of compartmentalized Excel spreadsheets, repetitive tasks with no added value…

Everything in a company is a process. The creation of quotations, time recording, purchase requisitions… these linear or conditioned sequences of tasks represent the organization’s know-how. Setting up a process management system (whether or not ISO 9001-compliant) means that all operations can be carried out, controlled and optimized. In addition, some process management software enables…

Whatever a company’s level of process maturity (awareness, documentation, digitalization, optimization…), everything is a process! No activity is immune to this: processing a request for quotation, managing a vacation, managing procurement… every activity in an organization is a conditioned sequence of tasks, whether individual or multi-actor… Process management allows you to take control of the…

Everything in business is a process! Take any activity, simple or multi-condition, individual or multi-actor, they all follow a certain sequence of tasks. A request for quotation, a purchase, recruitment, invoicing or reporting are all processes. A tool has been developed to manage and pool all these processes in a single software package: BPM Business…

Revenue management is at the heart of a company’s challenges. It encompasses a whole range of SALES activities such as strategy, pre-sales, recruitment, training, performance analysis… As the first point of contact with a prospect, it plays a vital role in both the customer experience (creating a relationship, gathering requirements, managing the allocated budget…) and…

A sales process is unique: it represents a company’s know-how in helping prospects find a solution to their problem. Setting up a clear process and operating procedures makes the work of sales teams easier. Beyond the expertise of sales staff, “administrative” tasks creep into the sales process: various entries in the CRM, creation and iteration…

Quotations are often an important part of a company’s know-how. Their creation requires in-depth knowledge of prospects, products, services, know-how, operational schedules and a precise sales process. What’s more, drawing up a quotation often requires the use of multiple software packages, such as Excel, costing software, CRM and ERP. Implementing an automated quotation solution therefore…

Time tracking is widely used in companies, but raises a number of issues. For example, it is not uncommon to find manual or paper entries by team leaders, re-entries of data by operators, multiple entries of the same information in different software programs, data entry errors… These problems can have many causes, and we’re going…

An accounting process is mandatory! Both in terms of regulations and business development. Knowing the economic reality of a company doesn’t necessarily help you make the right decisions… but it does help youavoid making the wrong ones. When we go beyond these fundamentals, many opportunities can be seized by companies: In this article, we’ll start…

This glossary will help you with your digital transformation and the digitization of your business processes. And let’s start with an introduction to our definition of a digital transformation: Digital transformation is a method for companies to integrate and leverage the technologies driven by Internet standards, based on business needs. Each transformation within a single…

Each company’s experience of digitalization has been different. Whatever their level of digitalization and the strategies they have put in place, we can see that digital technology has certainly brought many solutions… but it has also brought a certain amount of constraint for employees and a certain amount of chaos in IS (information system) management…

Process modeling is a very interesting approach for companies. It enables us to understand how things work, to map them out and to turn them into a communication tool that can be understood by all employees. There are many different ways of modeling processes: simple flowcharts, SIPOC, BPMN, VSM, UML… In this article, we’ll concentrate…

A business process is defined as an organized set of tasks designed to carry out an activity in a company’s value chain. Examples include sales processes, design and production processes, logistics processes and invoicing processes. Controlling processes, making them comprehensible and operational for employees, is a major challenge for organizations in their digital transformation. They…

Digitalization is the digital transformation of the operations of a VSE, SME. It translates into results through the adoption of new software and innovations. Upstream, it requires strategic reflection on the IS (Information System), a perfect knowledge of the company’s business processes and the acculturation of teams via a change management system. The aim of…

Whether you’d like to carry out an IT audit of your SME yourself, or whether you’d like to call in a service provider to do it for you (consulting firm, freelancer…), this article will be useful. In the first case, we’ll give you a method and concrete examples for carrying out the audit yourself. In…

Workato is a business process automation platform that integrates all your company’s relevant software (ERP, CRM, HRIS, project management, ticketing…). The Workato platform uses no-code and low-code designers , enabling, on paper, non-technical profiles to create their own automations. Nevertheless, even if you don’t need to know how to code to use it, Workato is…

The word process automation has become a catch-all. Some understand it to mean the total replacement of humans by machines, using automation software or RPA tools. Others use it to describe the thoughtful digitization of a business, involving both task automation and the enhancement of “human” tasks through appropriate automation platforms. For us, the truth…

All companies, whether they are aware of it or not, have processes. Understanding an organization’s internal processes is therefore a lever for improving and sustaining know-how. Defining your processes, formalizing them in a process sheet, and even bringing them to life in dedicated software can be a complex undertaking. That’s why we’ve written this article…

In this article, we’ll give you all the tools you need to produce a simple recruitment process map. Our advice will enable you to draw up a diagram, in other words a cartography, in the form of a flow chart. This representation will be both comprehensive and easily shared and understood by other employees. We’ll…

In this article, we won’t be using alluring words like Performance, Efficiency or Sales Multiplication. Instead, we’ll get down to the nitty-gritty of a sales process and guide you through its implementation and optimization. This article is aimed at sales managers, sales directors and cross-functional staff managers for optimizing sales activities. The aim of this…

One of the first steps in steering and improving a company’s operations is to represent the organization’s macro processes. This term may seem a little complex, but it ‘s quite simply the representation of your various activities and their sequence. One of the most universal ways of formalizing them is to map/model them. The aim…

In this article, we’ll avoid using catchy terms like performance, efficiency or continuous improvement. They won’t help you produce your HR process mapping. Our aim is to provide you with easy-to-use methods and tools. The purpose of this article is to : What is Human Resources process mapping? Definition of an HR process A Human…

In this article, we won’t use fancy words like performance, efficiency or continuous improvement. After all, they won’t help you optimize your administrative processes. Our aim is to provide you with concrete methods and tools for your transformation projects. This article has several objectives: If you had only one thing to remember from this article…

Developing a company requires a certain transformation process. This requires a methodical approach, one of the key elements of which is change management. In this article, we’ll give you all the keys you need to make your plan a success. After a short introductory section, we’ll present a method and concrete tools to help you…

A process is a series of activities coordinated to perform a specific task within a company. These flows, whether simple or complex, are the keystone of organizational efficiency. Continuous process optimization is therefore essential. Whether you know it or not, your business is full of processes. Not convinced? Take a random activity in your company,…