The document covers the fundamentals of process mapping, explaining its importance for improving business efficiency and alignment with company objectives. It outlines key steps for mapping processes, including identifying the process, gathering information, interviewing users, and analyzing the steps. Additionally, it promotes Pipefy as a tool to help manage processes effectively, offering a 30-day free trial.

1. PROCESS MAPPING
Basic Concepts - Pipefy Communication

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3. Table of Contents:
1. Process Mapping
2. What is Process Mapping?
3. How to start mapping processes?
4. Process Mapping Steps
5. Manage your processes with Pipefy

4. Process Mapping:
If you’ve ever planned ahead on your activities by clearly
stating the steps and actions you had to take - not
necessarily on a flowchart - congratulations! You’ve
mapped a process (even if you didn’t realise it at the time).
To better understand why you should map your processes -
and how you can do it - let’s first define process mapping.

5. What is Process Mapping?
Process mapping is focused on understanding how a
process actually works.
It can be defined as the series of activities necessary to:
• Define what a company/business does
• Who is responsible for what in the processes
• What determines the completion of a process
• What determines the success of a process

6. What is Process Mapping?
What you get from mapping your processes? Well, most
businesses decide to go for process mapping because it’s
an important tool to improve efficiency.
Having a clear and defined process allows you to look at
your processes “from the outside”.
It also helps whenever you hire consultants to evaluate your
processes and help you decide on making improvements
on what you currently have.

7. What is Process Mapping?
Business process mapping also allows you to pick a specific
objective and measure, track and compare this specific
point alongside your business’ overall objective.
By doing so, you’re able to determine whether a specific
process is aligned with the company’s general goals and
capabilities.

8. How to start mapping processes?
There are four important steps when mapping a process:
• Identify the process
• Gather information
• Interview
• Analyse

9. Process Mapping Steps:
Identify the process: Of course the first step when
mapping a process is taking an objective look at it and
trying to fully understand all its steps.
Gather information: After realising what a process does
and how it does it, let’s take a look at why it does it
(objectives), what can go wrong with it (risks) and how you
can measure it (key controls).

10. Process Mapping Steps:
Interview: Remember all the questions you’ve answered on
the previous step? Now it’s time to get in touch with those
that actually use the process and start building a map.
Analyse: Take an objective look at the process you’ve
mapped and ask whether it could be more effective and
efficient and what tools you could use to make it that way.

11. Manage your Processes with Pipefy!
Looking for a tool help manage your processes? Try
Pipefy!
Pipefy helps companies keep organised and more
productive by running their processes and day-by-day
routines on an easy and intuitive tool.

12. Start managing your processes on Pipefy!
Enjoy the 30-day free trial and leave mistakes in the past.
get started for free