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Author: Farley Niehues

  • Do you want to optimize the execution of your company’s activities? Learn about Process Standardization

    Do you want to optimize the execution of your company’s activities? Learn about Process Standardization

    When you go to the doctor, there are a number of activities that must be performed before you are attended to. For example, you arrive at the medical office, pick up a ticket, and wait for a clerk to call you. You go to the balcony, and if you are a new patient, he or he will need to take your medical file, then ask you to sit in a waiting room and wait to be called by the doctor.

    • What is Process Standardization?
    • Why to standardize processes?
    • Advantages of Process Standardization
    • How to standardize processes?
      • Communicate the teams
      • Do process mapping
      • Document the processes
      • Conduct training
      • Monitor constantly
    • How the processes should work in practice

    Now imagine that there is no order in the activities and everyone acts the way they want to. Some patients arrive and go straight to the waiting room, others knock on the doctor’s door and some speak to the clerk first. Can you imagine the chaos? It’s precisely to eliminate chaotic situations that best practices on how to carry out processes (in our example, the medical attendance process) are established. We call these best practices Process Standardization.

    What is Process Standardization?

    Process Standardization describes a set of rules that an organization’s employees must follow in order to complete a given task. Its objective is to organize and standardize work processes.

    Consider this: there are better and worse ways to perform every activity in your company. Therefore, any process, task or procedure can (and should) adopt standardization, such as answering the phone, hiring new employees, registering suppliers, etc.

    Why standardize processes?

    Standardizing processes means eliminating inefficient and conflict-prone alternatives. It’s through standardization that one seeks the best way to perform an activity. Some benefits obtained include:

    • Reduction of errors and losses;
    • Development of a training culture;
    • Greater transparency; and
    • Cost reduction.

    Standardization also makes the process and its responsible parties well-known from end to end, ensuring that those involved have a better understanding of its inputs and outputs. In addition, standardizing processes is a competitive advantage because it eliminates failures, optimizes internal processes, and improves products and services’ quality. To better understand the importance of this subject, read on:

    Advantages of Process Standardization

    Perhaps the most obvious advantage of Process Standardization is that it improves clarity regarding the flow of activities, reducing the potential for ambiguity and guesswork. Precisely by describing steps and instructions for accomplishing a task, standardization eliminates wasted employee time trying to figure out what should be done next.

    When an organization cares about Process Standardization it’s looking for the best way to perform an activity. It is understood that they’re looking for efficiency, which means that standardizing processes increases the productivity level of employees.

    Furthermore, once your company has a standard way of doing things, it is easier for new employees to learn how to do them. Since the work is done in a predefined way, Process Standardization helps ensure quality, especially since it minimizes the chances of crucial details being overlooked.

    Keep in mind that whenever there is a standard to perform activities, the chances of errors will decrease and the customers are the ones that will be happy with this. By the way, another of the benefits of Process Standardization is the improvement in customer service. Besides establishing standardized processes to talk to customers and methods to centralize information, if your organization is more productive and efficient, your customers will feel the results.

    How to standardize processes?

    We understand what Process Standardization is and what its advantages are. Now it’s time to get down to business. Below we have listed the step-by-step actions for you to start standardizing your company’s processes today.

    1. Communicate the teams

    Transparency is fundamental. And because of that, the first step is that each leader should gather his team and explain Process Standardization, showing its advantages. Since the employees will have to deal with changes in the execution of activities, it is important to explain to them that these changes will help them to be more productive and avoid waste and rework.

    2. Do process mapping

    Mapping identifies all steps, involved parties, objectives, decisions, and the overall flow of an existing process. This is the crucial step in Process Standardization because it is with it that the inputs and outputs, the existing activities, how they are performed, the tools, the people involved, and the objective will be evaluated. It’s also in this step that the process will be designed or redesigned.

    In cases of existing processes, the mission is to look critically at each process and analyze whether there are inconsistencies or redundancies. But not only errors should be observed at this stage. It’s also important at this point to check for improvement opportunities in order to optimize the results of both the process and the company.

    To be able to see the process as a whole and draw it, it is essential to create a flowchart. This can be done manually, but it is best to use a Business Process Management (BPM) tool. If you need to know more about how to map processes, we recommend reading Process Mapping: Where to start?

    3. Document the processes

    After the processes have been mapped out, it is essential to have all of them documented. This documentation is essential because it will describe how the process should run in the company. This will be very useful for training new employees.

    We emphasize that the documentation should serve as a guide, and should be simple and easy to understand for those who need to analyze it. The ideal is to use a well-known standard graphic notation, such as BPMN. Access our guide!

    4. Hold training sessions

    Your employees are aware of the changes. Now it’s time to show them what these changes will look like in practice. Hold training sessions and introduce an overview of the process, showing the importance of each person doing their job on time.

    There may be some resistance here because so far there was no procedure to follow. This is normal, and the important thing is to always be open to dialogue. Soon enough, everyone will realize the benefits of Process Standardization.

    5. Monitor constantly

    When working with processes we have to understand that they are meant to optimize and simplify. So always keep an eye out if something needs to be enhanced or if there are inconsistencies or opportunities for improvement.

    Again, it is always important to keep an open dialogue. It is natural that improvements will be proposed, and this is very valid. Remember that processes are about continuous improvement, so always monitor them!

    And how are the processes supposed to work in practice?

    Ok, we have seen how a process should be standardized. Now we need to understand how this workflow will work in practice. The activities in a standardized process follow a chain of tasks, with defined responsibilities and deadlines.

    The best thing to do is to count on a tool that handles both the execution of the processes and their control. This is where the Business Process Management (BPM) solution comes in. Basically, BPM manages the entire process, automating the steps and thus eliminating productivity loss.

    In conclusion

    Standardizing processes is creating standards and criteria that employees in an organization must follow in order to complete a given task. Its goal is to make the company more productive and thereby increase the profitability of your business.

    To learn more about Process Management, here are some suggestions:

    • What is Process Management (BPM) and what are its benefits?
    • Process Mapping: where to start?

    We hope this article was helpful to you. If so, feel free to share it with your colleagues. Until next time!

    31/01/2022
  • Green BPM: Green Business Process Management

    Green BPM: Green Business Process Management

    The concern about the environment has been increasing, especially due the changes our planet is going through. From extreme temperatures to environmental catastrophes, the fact is that more and more clients and consumers themselves have started to be more demanding about the companies that make their products or develop their services.

    This is exactly why organizations are investing in technologies that allow to reduce the environmental impact, as well as taking actions to contribute to the environment. One of these is to have a green Business Process Management, also known as Green BPM.

    What is Green BPM?

    To adopt Green BPM is to analyze business processes with the goal of making them more sustainable. Therefore, we can say that Green BPM seeks to:

    • Verify the resources and supplies being used in each activity, and analyze how they may be harming the environment; and
    • Analyze the activities of a process to evaluate how each of them can be improved in terms of sustainability.

    Although the concept of Green BPM is not so recent, for many it may be something new. However, if we think that when modeling a process we detail activities, responsible parties, and necessary supplies, we will see that it is almost impossible to have any process that does not interact with environmental, social, or economic sustainability.

    The reason is process management allows us to analyze each task at a detailed level. This way, when we design the flow we can already take into account the consumption of resources for each activity.

    How to put Green BPM into practice?

    To begin with, you need to understand about the Green BPM life cycle. In fact, contrary to what many may think, green process management follows the same phases as any other process:

    1. Planning
    2. Modeling
    3. Simulation
    4. Execution
    5. Monitoring and control
    6. Improvement

    In the Infographic The 6 Phases of the BPM Life Cycle you can better visualize the stages, but since the focus here is on implementing Green BPM, we will show you how it works in practice. For a better understanding, you can consider an existing process in your company.

    Keep in mind that your focus will be on reviewing this process at each phase of the cycle from a sustainability perspective. Check it out:

    Phase 1 – Planning

    The question to be answered here is: how to plan and conduct Green BPM initiatives? In this diagnosis it is important to define the supplies that will be needed, as well as the tools that will be used and the roles and responsibilities.

    Phase 2 – Modeling

    In this step, those involved analyze the opportunities for improvement (always looking at the process with the magnifying glass of sustainability). This means that in modeling your processes, by using the standard notation – BPMN – you can insert specific symbols that take sustainability aspects into consideration. For example, how about representing energy and paper consumption?

    Note that the goal of this step is to understand how the consumption of resources is in each activity and already seek to make improvements. And to take advantage of this, if you have any difficulty in doing process modeling, we recommend reading our BPMN basic guide.

    Phase 3 – Simulation

    In the application of Green BPM, it is in this stage that simulations/pilots will be carried out with key users to verify the adherence of the previously proposed improvements. In addition, this is when we analyze if the improvements are aligned with the sustainable objectives.

    This means analyzing the consumption of resources and seeing in which steps of the process you can decrease it even more. Only after the necessary adjustments are made and the key users are approved we can move on to the next step.

    Phase 4 – Execution

    With the sustainability changes implemented, it is time to see the process running on a daily basis. Although each previous step has been thoroughly executed, when the process becomes part of the routine we can really see the consumption of resources in the activities. This is why the next item is fundamental:

    Phase 5 – Monitoring

    To really make sure that your company adopts the Green BPM concept, processes need to be tracked through performance indicators (KPI) and reports. Besides providing subsidies for audits, this monitoring will make it possible to identify any bottlenecks.

    In a sustainability view, the company may have indicators such as:

    • Amount of paper being used;
    • Energy and water consumption;
    • Carbon footprint;
    • Need for transportation;
    • Amount of materials used, reused, and recycled;
    • Amount of waste;
    • And many others.

    Phase – Improvement

    The performance indicators have been defined, so the company can make a much more accurate assessment and know if its sustainability goals are being met. Perhaps after analyzing the KPIs you realize that you can automate an activity to save resources, or that waste is still high.

    In this stage, as the name suggests, the focus is on further improvement. The improvement must be continuous, that is, thinking in Green BPM. As the process runs, it should always be analyzed from the perspective of environmental awareness.

    What is the advantage of Green BPM?

    The most significant benefit is precisely having a company that not only uses nice words to say how concerned it is about the environment, but which, above all, does its part. This can result in more trust among employees, investors, customers, and other interested parties, increased credibility, attraction and retention of employees, increased brand recognition, and so on.

    These would be good reasons to bring this green consciousness into your processes, but we can go further. For example, by focusing on reducing energy and water consumption, reducing waste, the company reduces significant costs.

    There is also gain in agility and productivity. To limit the environmental impact on processes you may find that you can automate some activities. To illustrate this, instead of needing someone to print out a document to be signed and then send it via a courier service, you can have a Document Management solution so that the entire workflow is carried out electronically.

    Besides eliminating the need for logistics (eliminating CO2 emissions), do you realize that it speeds up the process? This is a very simple example to show how adopting Green BPM can make your company much more agile and productive.

    In closing

    As you can see, in every business process we can adopt Green BPM. So how about now you take a process in your company and start analyzing how to improve it from a sustainability perspective?

    A BPM tool can make the task easier (besides being able to make many activities more agile and reduce waste). But if you are still in doubt whether or not to invest in a Business Process Management solution, download our ROI calculator and get more clarity on BPM investments.

    Try it for 15 days free right now! Or, if you prefer, request a demonstration from our consultants. Count on us to answer all your doubts and help your company!

    30/04/2021
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