Category: Process

A process documentation is a static or dynamic document that lists the tasks to be carried out in a business process. It can take many forms (paper, digitized or automated) and must, above all, be used for operational purposes and to coordinate the work of teams. So it’s important to test each of the 3…

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…

Know-how constrained by software, lack of collaboration, heterogeneous work between teams, multiple entries, complex information retrieval, siloed Excel spreadsheets are frequent problems in companies. Fortunately, in most cases, the consequences are marginal. But in some cases, the consequences are far more significant, and these problems need to be addressed. A relatively simple method for finding…

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…

Production processes representall the activities required to manufacture a finished or semi-finishedproduct. Examples include production planning, resource planning, supply management, order management, etc. Each industrial process is a sequence of tasks, linear or packaged, individual or multi-actor, manual or partly automated. Companies are looking to optimize every process. Improving one stage of the production flow…

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…

Procurement management is one of the most important aspects of a company’s operations planning. This activityfeeds raw materials or goods into the production chain – a similar parallel can be drawn for the purchase of services. It relies on various processes such as inventory forecasting, order management, external supplier management, approval circuits, stock storage, transportation……

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…

Managing inventory levels of raw materials, semi-finished products and finished goods is a key issue for any company. Under-stocking runs the risk of stock or activity shortages. On the other hand, over-stocking has negative operational and financial impacts for the organization. Implementing an adapted, automated supply management process therefore improves efficiency and customer satisfaction. A…

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…

One of the reasons for an operational problem in a company is often a lack of responsibility or clarity in the roles linked to a task. To resolve this issue, RACI (Responsible, Accountable, Consulted, Informed), an analysis and communication tool, helps to clearly identify the different roles in operations. What is RACI? Definition of RACI…

An operating procedure is the fine-tuned formalization of a process, i.e. a sequence of tasks within a company. It ensures thateach task is carried out in the best possible way, and that roles and responsibilities are assigned. This tool is perfect for reducing errors in a wide range of activities, from manufacturing to human resources…

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 quality process is an approach to controlling a company’s activities. This approach is based on the ISO 9001 standard and the implementation of process management software such as BPM (Business Process Management) or workflow software. In this article, after a first theoretical part, we’ll give you a method and some advice on how best…

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…

Our blog specializes in process-related skills enhancement. We share numerous articles on design methods, modeling, optimization, documentation and more. In this article, we’ll introduce the basics and point out the difference between words that are often confused: process, process and procedure. Extracts from definition Process definition: The sequence of different actions, tasks or contributions within…

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…