All posts in Process Management

Customer Success Operations: How to Build Repeatable Processes to Scale & Grow

Customer success operations leader routing customer communication through a controlled process

Customer success operations is the function that designs the processes, systems, data, and programs a customer success team needs to deliver consistent outcomes at scale.

I learned why that matters during what became known as the email incident. Before Process Street, I worked as a technical service advisor for an environmental testing laboratory. A colleague forwarded a customer complaint to our manager with an inappropriate comment attached. The message also reached the customer. One missing communication control turned a routine complaint into a preventable escalation.

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Digital Procurement: How to Cut Costs Without Losing Profitability

Procurement leader balancing lower costs with higher profitability

Imagine owning a global restaurant known for one signature ingredient, then having to tell customers that ingredient is unavailable. The immediate problem is a missed delivery. The deeper problem is procurement: demand was misunderstood, supplier capacity was not challenged, and nobody had a controlled exception path ready.

Digital procurement helps teams avoid that outcome. It connects the strategic work of defining needs and evaluating suppliers with the operational work of approvals, purchase orders, evidence, delivery, invoices, and performance. Done well, it can cut costs without sacrificing profitability, resilience, quality, or control.

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Can Today’s COO Still Benefit from Hammer and Champy’s Reengineering the Corporation?

Header image: Reengineering the Corporation

Management books often arrive like traveling medicine shows: familiar advice is repackaged as a miracle cure, given a dramatic name, and sold as a revolution. Michael Hammer and James Champy’s Reengineering the Corporation deserves some of that skepticism.

The short answer for today’s COO is still yes, but with limits. More than three decades after the book appeared, its examples and rhetoric feel dated. Its strongest principles remain useful: organize work around customer outcomes, reduce handoffs, give process owners real authority, and redesign a fundamentally broken process instead of automating the mess.

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Business Process Analysis (Without the Jaw-Breaking Yawn)

Operations analyst examining a business process flow on an industrial-style workflow machine

Business process analysis is the practice of examining how work currently moves from an input to an output, then using evidence to find delays, unclear ownership, unnecessary steps, and control gaps.

That definition sounds manageable. The subject does not always. Business process management has an image problem: godawful clip art, filing cabinets, and bosses who sincerely talk about wheelhouses, paradigms, and scaffolding. The useful version is much simpler. Look closely at how work gets done, document it, and improve it.

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BPMN Tutorial: Quick-Start Guide to Business Process Model and Notation

Operations manager mapping a business process across swim-lane rows on a BPMN process-mapping board

Business Process Model and Notation (BPMN) is like a flow chart on steroids. It is the standardized, globally recognized way to map how work actually moves through your business, and it is knowledge any team that wants reliable, repeatable process maps needs.

This BPMN tutorial quick-start guide gets you from a blank canvas to a process map anyone on your team can read. You will learn the core symbols, how pools and lanes organize who does what, and how gateways handle every decision and branch in a flow.

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A Guide to Workflow Documentation That Will Skyrocket Efficiency

Operations architect adjusting a physical workflow documentation model

Workflow documentation could have saved me from drowning in paper. I was presenting an English lesson from a carefully mapped plan, but the supporting pages became harder to manage than the presentation itself. Anyone who works in a team-driven business knows the pattern: the work is easier when the process is clear, repeatable, and easy to improve.

Workflow documentation is a clear, maintained record of how work moves from start to finish. It captures the steps, owners, decisions, exceptions, approvals, tools, and evidence involved in a process. Done well, it helps teams work efficiently, reduce errors, train people faster, and focus on higher-impact tasks. That combination can skyrocket efficiency without sacrificing control.

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A Step-by-Step Guide to Creating an Effective Swim Lane Diagram

Black-and-white process analyst balancing beside a physical swim-lane handoff structure

Burkhard Berger, founder of Novum, contributed this guide based on lessons from building and scaling digital businesses. A swim lane diagram is a process map that divides work into parallel lanes, with each lane assigned to the person, team, department, or system responsible for that step.

That structure makes cross-functional ownership and handoffs visible at a glance. This step-by-step process mapping guide explains where swim lanes came from, when they help, where they fall short, and how to create an effective swim lane diagram in desktop Microsoft Word.

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The Most Important Investment Banking Processes Every Professional Needs

Investment banker operating a miniature IPO closing bell beside the Important Investment Banking Processes title

Every professional needs a clear view of the most important investment banking processes: controlled, repeatable workflows that move a transaction from origination through analysis, valuation, due diligence, approvals, execution, and handoff. They cover work such as mergers and acquisitions, restructuring, equity and debt issuance, research, and strategic advisory.

Clear process ownership helps deal teams coordinate models, pitch materials, reviews, and evidence under tight timelines. The guide below explains the main roles and process families, then provides 80 investment banking process templates that teams can adapt to their mandate, risk controls, and approval structure.

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9 Benefits of Business Process Management (BPM) and Why You’ll Love It

Header image: Business Process Management BPM Benefits

Business Process Management BPM helps teams turn messy recurring work into processes they can see, run, measure, and improve. The benefits of BPM show up in lower costs, faster handoffs, better customer experiences, stronger compliance, and fewer surprises when operations change.

That matters because BPM is no longer just a diagramming exercise. Modern BPM connects process mapping, workflow automation, approvals, integrations, AI support, and audit trails so teams can prove work happened the right way.

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