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HOW GOOD BUSINESS
PROCESS DOCUMENTATION
CONTRIBUTES TO IMPROVED
PRODUCTIVITY
10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Your Presenter

Edith E. Bell, CPT, Ph.D.
Principal Consultant
Bell Design Technologies, Inc.

10/22/2013

© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Business Process Documentation
Evaluating the
Need for
Documentation

Documentation
Formats

Getting and
Measuring
Compliance

10/22/2013

Designing a
Documentation
Hierarchy

Streamlining
Current
Documentation
System

© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Is There Justification for Good
Process Documentation?
Yes. Good documentation:
• Achieves improvement of employee
productivity
• Ensures repeatable behavior after training
• Saves time and money when doing
processes or completing forms
• Makes employees more efficient
Good arguments to give senior management
as rationale for improving documentation
(Page, 2009)
10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Importance of Documentation:
Best Way to Do a Task
Good business process
documentation serves as the
keeper of process decisions.
Its role is to provide guidance for
consistent ways of operating the
business.
It enables employees to learn and
be reminded of acceptable ways to
fulfill work assignments.

10/22/2013

(Escoe, 2001)
© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Importance of Documentation:
Central Access to Information
Good business process
documentation
provides a central
repository for people to
access the how, what,
and why of your
business.

10/22/2013

© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Importance of Documentation:
Reduces Error
Good business process
documentation reduces
errors, which
• Improves quality
• Protects workers, the
public, and property
• Increases
productivity

10/22/2013

© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Importance of Documentation:
Audit Trail of Task Completion
Good business process
documentation produces an
audit trail.
It can serve as a diagnostic
tool to help organizations
target priorities for
improving processes.
It can demonstrate
compliance with stated
internal requirements or
criteria.
10/22/2013

(Escoe, 2001; Page, 2009)
© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reasons for Good Business
Process Documentation
Often, the four best reasons for good business
process documentation are overlooked, played
down, or taken for granted.
They are very instrumental in improving
productivity.

(Page, 2009)
10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reason #1 for Good
Documentation:
Compliance with Regulations
• Best practices from
regulations tend to
become the gold
standard for
management.
• Sources of capital may
demand transparency.
Being in compliance
offers a competitive
advantage even to
private and not-forprofit organizations.
10/22/2013

(Jackson, 2006)
© 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reason #2 for Good
Documentation:
Conform to Industry Standard
• Takes companies to
new marketplace level
• Enacts consistent,
reliable, and
trustworthy
procedures
• Provides core
component for
deploying repeatable
actions and training

10/22/2013

(Page, 2009)
© 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reason #3 for Good
Documentation:
Consistent Decision Making
• Reflects vision
• Integrates strategy into
daily management
decisions
• Results in consistent,
reliable, trustworthy
processes and
procedures for
management and
employees
• Provides freedom to
execute duties within
defined boundaries
10/22/2013

(Page, 2009)
© 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reason #4 for Good
Documentation:
Job Boundaries
• Allows employees to
know rules and to
produce the right
result the first time
• Enables managers
and direct reports to
understand clearly
individual and group
responsibilities

10/22/2013

• Sets boundaries so
employees know in
advance what
response to expect
from others when
making decisions
and carrying out
actions

(Page, 2009)
© 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
Top Reason #5 for Good
Documentation:
Foundation for Training
• Ensures employees
take documentation
seriously.
• Improves productivity
when done right and
reinforced by
managerial support

10/22/2013

(Page, 2009)
© 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
References
Escoe, A. (2001). The practical guide to
people-friendly documentation. Milwaukee:
ASQ Quality Press.
Jackson, P. M. (2006). Sarbanes-Oxley for
small businesses: Leveraging compliance for
maximum advantage. Hoboken, NJ: John
Wiley & Sons.
Page, S. B. (2009). Writing exceptional policies
and procedures. Westerville, OH: Process
Improvement Publishing.
10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
To Learn More…
Contact Edith E. Bell, CPT, Ph.D.

630.986.1228
ebell@belldesigntech.com
http://www.belldesigntech.com
http://www.linkedin.com/in/edithbell/
10/22/2013

© 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved

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How good process documentation improves productivity

  • 1. HOW GOOD BUSINESS PROCESS DOCUMENTATION CONTRIBUTES TO IMPROVED PRODUCTIVITY 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 2. Your Presenter Edith E. Bell, CPT, Ph.D. Principal Consultant Bell Design Technologies, Inc. 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 3. Business Process Documentation Evaluating the Need for Documentation Documentation Formats Getting and Measuring Compliance 10/22/2013 Designing a Documentation Hierarchy Streamlining Current Documentation System © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 4. Is There Justification for Good Process Documentation? Yes. Good documentation: • Achieves improvement of employee productivity • Ensures repeatable behavior after training • Saves time and money when doing processes or completing forms • Makes employees more efficient Good arguments to give senior management as rationale for improving documentation (Page, 2009) 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 5. Importance of Documentation: Best Way to Do a Task Good business process documentation serves as the keeper of process decisions. Its role is to provide guidance for consistent ways of operating the business. It enables employees to learn and be reminded of acceptable ways to fulfill work assignments. 10/22/2013 (Escoe, 2001) © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 6. Importance of Documentation: Central Access to Information Good business process documentation provides a central repository for people to access the how, what, and why of your business. 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 7. Importance of Documentation: Reduces Error Good business process documentation reduces errors, which • Improves quality • Protects workers, the public, and property • Increases productivity 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 8. Importance of Documentation: Audit Trail of Task Completion Good business process documentation produces an audit trail. It can serve as a diagnostic tool to help organizations target priorities for improving processes. It can demonstrate compliance with stated internal requirements or criteria. 10/22/2013 (Escoe, 2001; Page, 2009) © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 9. Top Reasons for Good Business Process Documentation Often, the four best reasons for good business process documentation are overlooked, played down, or taken for granted. They are very instrumental in improving productivity. (Page, 2009) 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 10. Top Reason #1 for Good Documentation: Compliance with Regulations • Best practices from regulations tend to become the gold standard for management. • Sources of capital may demand transparency. Being in compliance offers a competitive advantage even to private and not-forprofit organizations. 10/22/2013 (Jackson, 2006) © 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 11. Top Reason #2 for Good Documentation: Conform to Industry Standard • Takes companies to new marketplace level • Enacts consistent, reliable, and trustworthy procedures • Provides core component for deploying repeatable actions and training 10/22/2013 (Page, 2009) © 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 12. Top Reason #3 for Good Documentation: Consistent Decision Making • Reflects vision • Integrates strategy into daily management decisions • Results in consistent, reliable, trustworthy processes and procedures for management and employees • Provides freedom to execute duties within defined boundaries 10/22/2013 (Page, 2009) © 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 13. Top Reason #4 for Good Documentation: Job Boundaries • Allows employees to know rules and to produce the right result the first time • Enables managers and direct reports to understand clearly individual and group responsibilities 10/22/2013 • Sets boundaries so employees know in advance what response to expect from others when making decisions and carrying out actions (Page, 2009) © 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 14. Top Reason #5 for Good Documentation: Foundation for Training • Ensures employees take documentation seriously. • Improves productivity when done right and reinforced by managerial support 10/22/2013 (Page, 2009) © 2011 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 15. References Escoe, A. (2001). The practical guide to people-friendly documentation. Milwaukee: ASQ Quality Press. Jackson, P. M. (2006). Sarbanes-Oxley for small businesses: Leveraging compliance for maximum advantage. Hoboken, NJ: John Wiley & Sons. Page, S. B. (2009). Writing exceptional policies and procedures. Westerville, OH: Process Improvement Publishing. 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved
  • 16. To Learn More… Contact Edith E. Bell, CPT, Ph.D. 630.986.1228 ebell@belldesigntech.com http://www.belldesigntech.com http://www.linkedin.com/in/edithbell/ 10/22/2013 © 2013 Pyles Atwood Group (Division of Bell Design Technologies, Inc.) All Rights Reserved