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All posts in Business Processes

How to Write Process Documentation That Helps Your Business Scale (in 5 Steps)

ALT: How to Write Process Documentation That Helps Your Business Scale (in 5 Steps)

We love process documentation.

But what is a process, exactly? Technically speaking, you can boil just about anything down to a process. Here are a few examples of some processes that you might find in your everyday life.

  • Hiring or firing someone
  • Conducting a meeting
  • Creating a weekly blog post
  • Cooking a meal
  • Pouring a glass of milk

Everything is a process, but some are certainly more straightforward than others. Either way, document all of them! Well, maybe not the glass of milk one…

For the rest, let’s look at some process documentation best practices:

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Email Workflows: Best Practices and Examples that Turn Leads into Sales

Alright, so your most recent marketing campaign has generated a ton of interest among your target consumers.

You’ve seen a huge spike in web traffic, mailing list subscribers, and your social media following.

But, despite all this, you still aren’t seeing much of an increase in the area that really matters:

Sales numbers.

It’s a disheartening feeling, for sure – especially considering how high your hopes were after seeing such a huge spike in traffic and engagement.

If it’s any consolation, you’re not alone.

According to data collected by HubSpot, 79% of marketing qualified leads never end up converting. In other words, nearly four of every five people who show a genuine interest in a given brand end up walking away without making a purchase from said company.

Now, one of the main reasons this number is so high is because many companies implement sub-par strategies for nurturing these qualified leads – if they implement lead-nurturing strategies at all.

On the bright side of things, this means that if you focus heavily on nurturing your qualified leads, you’ll almost definitely be doing more than your competitors are in terms of providing value to your target customers.

In this article, we’re going to focus on how to use email workflows as part of your marketing strategy to nurture leads and increase their probability of converting into paying customers.

Before we get into the best practices for creating automated email workflows, we first need to explain exactly what email workflows are, and how using them can benefit your company.

Let’s get started.

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What is Business Systemisation?

what-is-business-systemisation 1

Business systemization gained notoriety from the bestselling book by Michael E. Gerber, published in 1986, The E-Myth – Why most businesses don’t work and what to do about it. In 2011, this groundbreaking book was named the number 1 business book of all time by The Wall Street Journal. In The E-Myth (Entrepreneurial Myth) Gerber explains how businesses are usually started by those who know the content of a business – so-called “Technicians”, people who know how to do the technical work involved in an enterprise – rather than by those who know business itself – so-called “Entrepreneurs” – and why start-ups are therefore by definition prone to failing.

In order for a company or business to thrive, it must move beyond relying on the so-called “Technician” who is now also the company owner. Gerber uses the franchise model to demonstrate how a business does this: Franchises are prototype businesses that are operated in terms of well-documented systems, i.e., there are manuals describing in minute detail how to run the business. Gerber argues that the entrepreneur should spend time creating a business that can run by itself, without the presence of the entrepreneur, and this is achieved through business systemization.

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FMEA: How to Prevent the £100m British Airways Catastrophe

FMEA

British Airways chief executive described the incident as “catastrophic” as 800 flights were canceled and 75,000 travelers were affected.

Flight compensation website flightright.com estimated that British Airways would have to pay around €61m to passengers for refunds alone under EU legislation. Add to this the cost of reimbursing angry passengers for unexpected hotel stays and other inconveniences, and the total financial damage to British Airways has been estimated at £100m.

Why? Someone turned their data center off and on again.

The entire airline was down for almost 2 days. This wasn’t a natural disaster, it was a process failure.

In this article, we’ll explore how to spot process failures before they occur using a system called Failure Mode and Effects Analysis (FMEA). We’ll assess an overview and then delve in deeper to ground our understanding and include a premade Process Street FMEA template to help you run your own assessments in future.

In this article we’ll cover:

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50+ Free & Easy SOP Templates (Sample SOPs to Record Standard Procedures)

easy SOP standard operating procedures example templates

Writing standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free and premium SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry-specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

Read through the following sections to get completely clued up:

Let’s dive in.
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The Ultimate List of 46 Business Process Improvement Tools

process improvement tools

A 2018 survey by BPTrends found that 93% of the organizations studied used multiple process improvement tools.

This is because business processes are the life-blood of your organization. Process improvements, therefore, prime your organization to run like a well-oiled machine, bettering your chances of business success.

On that note, in this Process Street article, we take a look at our top 46 process improvement tools. Using these tools will improve customer satisfaction, save you money, strengthen customer retention, and boost project success rate (+ more).

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

For clarity, I’ve split each tool as per the following subheaders – click to jump to the unique tool category.

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How to Do VRIO Properly (With Our Free VRIO Analysis Checklist!)

VRIO Analysis

Cutthroat. Ruthless. Dog-eat-dog.

No, I’m not introducing this year’s hottest action movie – I’m talking about the world of business.

Nowadays, it’s quicker and easier than ever to get a business up and running. Hell, with the emergence of low code and no-code platforms, it’s not just quick and easy but downright simple.

But only 3 out of 4 companies featured in the S&P 500 list will still be relevant – and even exist – in 2027.

With this stark realization, how do startup hopefuls and the Fortune 500 alike know if they’ve got the resources and capabilities to not only stay in the game for the long-haul, but have an overall competitive advantage?

VRIO.

I last discussed VRIO in my post What is VRIO? The 4-Step Framework for Continuous Business Success, where I laid the foundation for understanding what VRIO is, where it came from, and how to navigate the framework.

However, in this post, I’ll be taking things one step further.

I’ll recap what VRIO is (handy for those who don’t already know!), discuss the specific benefits of VRIO analysis, and even provide you with a free VRIO analysis checklist – made by us here at Process Street!

Just read through the following sections to get started:

The clock’s ticking, so let’s jump in! ⏱

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Business Process Optimization: What, How, Why? (Free Templates)

business process optimization

At Process Street, we’re all about process optimization: creating, implementing, analyzing, mapping, improving, and automating.

There are a lot of layers to processes and it’s easy to get caught up in the complexities.

But really, it’s quite simple.

You need to document your workflow and then follow it, making improvements where necessary over time; continuous improvement.

All of this can be summed up by the concept of process optimization.

In this Process Street article, we’ll give you a quick actionable overview of how to optimize your processes with some tips and tricks of what to look for and how to do it.

We’ll cover:

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The Secret to Unblocking Your Business Bottlenecks

Unblock any business bottleneck

If your processes are designed and run properly, you likely shouldn’t have any delays. 

But what if the great processes that you’ve constructed to the nines are still delivering delayed outputs? Did you miss something? Is the process simply not good enough? 

NO. 

If your processes are good, there could be another reason for delays. The answer: Bottlenecks. 

Think of your processes as a sunny day at the beach. You’ve come prepared with sunscreen, hats, sunglasses, snacks, an umbrella, and tons of water. But in the middle of your beach day, you run out of the water screaming with a jellyfish attached to your leg. 

The jellyfish is the bottleneck, and trust me, it stings just as bad for your business when one of those babies wraps itself around your company processes

The only difference is you can’t plan for the jellyfish. You can plan for bottlenecks with an effective process management strategy

Here’s how: 

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What is Muda? 7 Wastes All Lean Businesses Must Overcome

muda what is muda

One of the key parts of driving your business forward is being able to identify and tackle muda.

Is a process taking too long? Is it creating a bottleneck? Are your workers struggling to be productive?

In this Process Street article, we look again at what managers can learn from the Toyota Production System about how to improve your business processes.

The specific concept we’re tackling is muda. Muda translates roughly as waste, and refers to the inefficiencies within processes which you can seek to reduce or eliminate entirely.

As Rene T. Domingo outlines in his paper Identifying and Eliminating The Seven Wastes or Muda for the Asian Institute of Management:

The elimination of waste is the primary goal of any lean system. In effect, lean declares war on waste – any waste. Waste or muda is anything that does not have value or does not add value. Waste is something the customer will not pay for.

We’ll look at the core 7 types of waste Toyota see within processes and production systems and consider the claims for the addition of an eighth.

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