{"id":12853,"date":"2023-10-26T11:32:30","date_gmt":"2023-10-26T18:32:30","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=12853"},"modified":"2025-07-13T16:57:20","modified_gmt":"2025-07-13T23:57:20","slug":"process-management","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/process-management\/","title":{"rendered":"What is Business Process Management?  Strategies, Templates, &#038; Examples"},"content":{"rendered":"\n<p><script type=\"application\/ld+json\"><br \/>\n{<br \/>\n  \"@context\": \"http:\/\/schema.org\",<br \/>\n  \"@type\": \"FAQPage\",<br \/>\n  \"mainEntity\": [<br \/>\n    {<br \/>\n      \"@type\": \"Question\",<br \/>\n      \"name\": \"What is Process Management?\",<br \/>\n      \"acceptedAnswer\": {<br \/>\n        \"@type\": \"Answer\",<br \/>\n        \"text\": \"Process management analyzes existing processes within an organization, defines and describes new ones, and controls the execution of both existing and new processes to ensure they're completed as described.\"<br \/>\n      }<br \/>\n    }<br \/>\n  ]<br \/>\n}<br \/>\n<\/script><\/p>\n\n\n\n<p>Here\u2019s the thing: At <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, we\u2019re process people. And you should be too! Do you know why?<\/p>\n\n\n\n<p>Well-defined business processes assist organizations in identifying how they operate. And they also help leaders understand how to <a href=\"https:\/\/clickup.com\/blog\/process-efficiencies\/\">run companies more efficiently<\/a>.<\/p>\n\n\n\n<p>But the greatest beauty of business processes lies in their ability to leverage businesses. After all, what successful business has an inefficient functioning? That\u2019s right! None.<\/p>\n\n\n\n<p>Then all you have to do is learn the ropes of process management\u2014business process management (BPM), to be specific. And that\u2019s why we put together this article for you.<\/p>\n\n\n\n<p>You\u2019ll learn what business process management is, why it\u2019s important, and what it entails. And you\u2019ll love the templates and examples we compiled for you and our suggestions for optimizing your business processes with the right tools.<\/p>\n\n\n\n<p>Let\u2019s start right away so you can speed up your business processes as sons as possible!<\/p>\n\n\n\n<div id=\"ub_table-of-contents-55081528-c79b-4a3d-ba46-ee2e0f3ddca5\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">What is Business Process Management?<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#0-what-is-process-management\">What is Process Management?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#6-5-stages-of-process-management\">5 Stages of Process Management<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#7-stage-1-plan\">Stage 1: Plan<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#8-stage-2-model\">Stage 2: Model<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#9-stage-3-execute\">Stage 3: Execute<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#10-stage-4-monitor\">Stage 4: Monitor<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#11-stage-5-optimize\">Stage 5: Optimize<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#12-process-management-templates-to-get-started-now\">Process Management Templates to Get Started Now<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/process-management\/#17-benefits-of-business-process-automation\">Benefits of Business Process Automation<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/clickup.com\/features\/whiteboards?utm_campaign=blog_cta&amp;utm_medium=new_cta&amp;utm_source=Blog&amp;utm_content=whiteboards_main&amp;utm_term=\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"300\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/04\/ClickUp-Whiteboards-Blog-CTA.png\" alt=\"ClickUp Whiteboards Blog CTA\" class=\"wp-image-43059\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/04\/ClickUp-Whiteboards-Blog-CTA.png 744w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/04\/ClickUp-Whiteboards-Blog-CTA-300x121.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/04\/ClickUp-Whiteboards-Blog-CTA-700x282.png 700w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><\/figure>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-process-management\">What is Process Management?<\/h2>\n\n\n\n<p>Process management analyzes existing processes within an organization, defines and describes new ones, and controls the execution of both existing and new processes to ensure they\u2019re completed as described.<\/p>\n\n\n\n<p>And the ultimate goal of doing all the above is improving\u2014or optimizing\u2014the business processes. Now, what\u2019s a business process exactly?<\/p>\n\n\n\n<p>A business process is a sequence of tasks (or steps) performed by one or more roles to produce output and thus achieve a goal. And if, for instance, the goal is <a href=\"https:\/\/clickup.com\/blog\/project-milestone-examples\/\">reaching a milestone<\/a>, then a business process is a definition of how to get from one milestone to the next.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-process-management-examples\">Process Management Examples<\/h3>\n\n\n\n<p>You can easily conclude that business process management is an <a href=\"https:\/\/clickup.com\/blog\/team-goals\/\">expression of teamwork<\/a> as it may involve multiple people. And it\u2019s their work together as a team or organization that makes the business process come to life.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"2-process-management-example-1-fulfill-an-online-order-for-donuts\">Process Management Example #1: <a href=\"https:\/\/clickup.com\/blog\/order-form-templates\/\">Fulfill an Online Order<\/a> for Donuts<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A customer places an online order for 100 donuts<\/li>\n\n\n\n<li>The store manager accepts the order and the customer can check the order status<\/li>\n\n\n\n<li>Are there enough donuts ready to pack\n<ul class=\"wp-block-list\">\n<li>Yes: Your staff packs the donuts<\/li>\n\n\n\n<li>No: An employee makes enough donuts to fulfill the order, while another preps them<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>An employee issues a receipt, packs the donuts, and updates the order status to <em>Ready<\/em><\/li>\n\n\n\n<li>An employee hands over the packed donuts to the courier<\/li>\n\n\n\n<li>The courier updates the order status to <em>Delivered<\/em><\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"3-process-management-example-2-onboarding-a-new-employee\">Process Management Example #2: Onboarding a New Employee<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>HR receives the signed offer letter from the candidate<\/li>\n\n\n\n<li>The HR team creates an employee record and sends it to IT for account setup<\/li>\n\n\n\n<li>IT sets up email, computer, and password access for the new employee<\/li>\n\n\n\n<li>HR schedules an orientation meeting and creates a training schedule for the new employee<\/li>\n\n\n\n<li>The new employee attends orientation and begins training<\/li>\n\n\n\n<li>After completing training, the new employee starts working on assigned tasks with guidance from their manager<\/li>\n\n\n\n<li>The manager evaluates the employee\u2019s progress during their first weeks and provides feedback to HR<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-process-management-example-3-product-development\">Process Management Example #3: Product Development<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A team identifies a customer need or gap in the market<\/li>\n\n\n\n<li>The team conducts research to understand the need\/gap and potential solutions<\/li>\n\n\n\n<li>Based on research, the team creates a product development plan including timelines, roles, and resources needed<\/li>\n\n\n\n<li>The team designs the product and creates a prototype for testing<\/li>\n\n\n\n<li>The prototype is tested with potential customers to gather feedback and make improvements<\/li>\n\n\n\n<li>The final product is created and launched in the market<\/li>\n\n\n\n<li>The team collects and analyzes data on sales, customer feedback, and any necessary changes to be made for future product updates.<\/li>\n<\/ol>\n\n\n\n<p>If you\u2019re wondering about what\u2019s missing or what could go differently in the process, we\u2019re proud of you! Because you\u2019re tuning into the spirit of business process management.<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/process-mapping-tools\/\">Process Mapping Tools<\/a><\/em><\/strong><\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-5e316048-3d76-48c8-aa1e-fb0f0208d801\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Read More:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/business-process-management-examples\/\">10 Business Process Management Examples and Best Practices<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"5-why-is-business-process-management-important\">Why is business process management important?<\/h3>\n\n\n\n<p>If you take work efficiency seriously\u2014like we believe you do\u2014you must be into business process management. That\u2019s how you\u2019ll hit your business goals smoothly, faster, and with fewer resources.<\/p>\n\n\n\n<p>Without proper business process management, not everyone knows who was responsible for which tasks in a project. This only gets more challenging when additional teams are added to the equation.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-41996\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/sprints-in-clickup-keep-teams-aligned-about-product-roadmaps-e1663106699255.png\" sizes=\"auto, (max-width: 944px) 100vw, 944px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/sprints-in-clickup-keep-teams-aligned-about-product-roadmaps-e1663106699255.png 944w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/sprints-in-clickup-keep-teams-aligned-about-product-roadmaps-e1663106699255-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/sprints-in-clickup-keep-teams-aligned-about-product-roadmaps-e1663106699255-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/sprints-in-clickup-keep-teams-aligned-about-product-roadmaps-e1663106699255-700x466.png 700w\" alt=\"sprints in clickup keep teams aligned about product roadmaps\" width=\"944\" height=\"629\">\n<figcaption class=\"wp-element-caption\">Sprints in ClickUp keep teams aligned about product roadmaps for full visibility into who is doing what<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Teams absolutely need visibility into the process at all stages when multiple groups are involved. And process management ties in all the moving parts of an organization to deliver value to <a href=\"https:\/\/clickup.com\/blog\/project-stakeholders\/\">project stakeholders<\/a> and, ultimately, the business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-5-stages-of-process-management\">5 Stages of Process Management<\/h2>\n\n\n\n<p>Process management processes that waste unnecessary time or resources are inefficient. And you must either make them efficient or eliminate them.<\/p>\n\n\n\n<p>But here\u2019s the catch: Identifying and <a href=\"https:\/\/clickup.com\/blog\/process-improvement-tools\/\">improving inefficient processes<\/a> is challenging. Because you know that when a process gets ingrained in an organization, changing it triggers resistance, to say the least. Unfortunately, you have to continuously improve the processes in your company anyway.<\/p>\n\n\n\n<p>To do that, follow the business process management lifecycle:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-stage-1-plan\">Stage 1: Plan<\/h3>\n\n\n\n<p>In this phase, you must start by analyzing the company\u2019s business strategy. That\u2019s the direction your organization wants to take so it accomplishes its goals in the future. And this knowledge will guide the entire business process management lifecycle\u2014it\u2019s its cornerstone.<\/p>\n\n\n\n<p>To get a process management plan in place, you first need to:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Understand the company\u2019s current business goals, <a href=\"https:\/\/clickup.com\/blog\/goal-vs-objective\/\">objectives<\/a>, and strategy<\/li>\n\n\n\n<li>Identify the business processes existing within the organization and distinguish between what has already been analyzed, defined, and described and what hasn\u2019t<\/li>\n\n\n\n<li>Discover the business rules that govern all of those processes<\/li>\n\n\n\n<li>Uncover if and where each process has weaknesses, such as bottlenecks, redundancies, or a high expenditure<\/li>\n\n\n\n<li>Determine if each process aligns with your findings from No. 1<\/li>\n<\/ol>\n\n\n\n<p>Then, depending on the insights these steps give you, you have a few options for what to do next. You can either:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Design and <a href=\"https:\/\/clickup.com\/blog\/process-documentation-software\/\">business process document<\/a> the identified existing processes<\/li>\n\n\n\n<li>Update or complete the processes that don\u2019t align with your goals, objectives, or strategy, miss important business rules, or contain weaknesses and inefficiencies<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-color has-background\"><sup><strong>RINSE AND REPEAT<br><\/strong><\/sup><strong>Pro tip<\/strong>: Make sure you repeat the process planning stage at least once a year because new processes might emerge. This way you\u2019re always up to date on your business process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-stage-2-model\">Stage 2: Model<\/h3>\n\n\n\n<p>During this phase, you must design and represent business processes, keeping in mind that they orchestrate the actions of different roles, systems (not necessarily always technological), information, and objects (depending on your business).<\/p>\n\n\n\n<p>And by <em>designing<\/em> we mean conceptualizing each process and literally drawing a workflow (or set of workflows) for it. Visually, those are diagrams or flowcharts, which can be built into advanced <a href=\"https:\/\/clickup.com\/blog\/best-project-management-tools\/\">project management tools<\/a> like ClickUp!<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-41085\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/CleanShot-2022-08-26-at-09.23.50.png\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/CleanShot-2022-08-26-at-09.23.50.png 928w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/CleanShot-2022-08-26-at-09.23.50-300x189.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/CleanShot-2022-08-26-at-09.23.50-768x483.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/CleanShot-2022-08-26-at-09.23.50-700x441.png 700w\" alt=\"Email Campaign Workflow Example in ClickUp Whiteboards\" width=\"928\" height=\"584\">\n<figcaption class=\"wp-element-caption\">Example of an email campaign workflow built with ClickUp Whiteboards<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>If you read or hear about <a href=\"https:\/\/clickup.com\/blog\/workflow-management\/\">workflow management<\/a>, that\u2019s because business processes are represented with workflows (sometimes, many workflows). But business process management is more than creating and optimizing workflows, which is the focus of workflow management.<\/p>\n\n\n\n<p>Also, beware that often, process management professionals create workflow diagrams with the <a href=\"https:\/\/www.bpmn.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Business Process Model and Notation (BPMN)<\/a>.<\/p>\n\n\n\n<p><em><b>Check out our finest selection of<\/b><\/em> <a href=\"https:\/\/clickup.com\/blog\/workflow-examples\/\"><em><strong>workflow examples<\/strong><\/em><\/a><strong><em>!<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-stage-3-execute\">Stage 3: Execute<\/h3>\n\n\n\n<p>To implement the business processes you previously designed, you must use a <a href=\"https:\/\/clickup.com\/blog\/bpm-tools\/\">BPM tool<\/a>. And here are the two gold steps we recommend you follow when executing the processes with the tool you choose:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Test each newly designed process with a few participants from a single team or department<\/li>\n\n\n\n<li>Gradually allow the rest of your organization to adopt the process<\/li>\n<\/ol>\n\n\n\n<p>This cautious approach to process execution will minimize the impact of possible design flaws.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-stage-4-monitor\">Stage 4: Monitor<\/h3>\n\n\n\n<p>Are your business processes running? Okay. Then you must analyze them to see how exactly they\u2019re running.<\/p>\n\n\n\n<p>Process monitoring helps you identify bottlenecks, repetitive tasks, and other problems you must fix. On a deeper level, monitoring a current process means thoroughly examining each of its parts. <a href=\"https:\/\/clickup.com\/blog\/business-process-automation-examples\/\">Automating business processes<\/a> cuts out the manual work of these repetitive tasks.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-35279\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/automate-button-1400x697.gif\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/automate-button-1400x697.gif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/automate-button-300x149.gif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/automate-button-768x382.gif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/automate-button-700x349.gif 700w\" alt=\"Automate your repetitive tasks in just a few clicks in ClickUp\" width=\"1400\" height=\"697\">\n<figcaption class=\"wp-element-caption\">Automate your repetitive tasks in just a few clicks with one of ClickUp\u2019s hundreds of <a href=\"https:\/\/clickup.com\/blog\/workflow-automation\/\">workflow automation<\/a> templates<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The goal is to pinpoint which parts are working well and which ones need improvement (plus the kind of improvement they need). Analyzing your customer or <a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">client onboarding<\/a> process is an effective way to determine how its execution might be affecting your customer engagement levels.<\/p>\n\n\n\n<p>And you might get signs that something is wrong with the process by mining event log data from the information systems involved in onboarding. That\u2019d be a data-driven approach to comprehending process performance.<\/p>\n\n\n\n<p>And it could enable you to automatically discover new processes from process analytics data. But how do you actually analyze processes? With a business process monitoring tool.<\/p>\n\n\n\n<p>Just like a blood test report, such a tool assesses the health of your processes. For instance, it might evaluate customer satisfaction, <a href=\"https:\/\/www.indeed.com\/career-advice\/career-development\/cycle-time\">cycle time<\/a>, revenue, productivity, and many other metrics.<\/p>\n\n\n\n<p>However, like a health check-up, you must repeat it every few weeks or months. Otherwise, you might only realize your processes have inefficiencies until it\u2019s too late to avoid process failures (with all the associated costs and downsides).<\/p>\n\n\n\n<p>Ensure <a href=\"https:\/\/clickup.com\/blog\/business-process-automation-examples\/\">business process automation<\/a> tools are used to cut down the time it takes to do your day-to-day work. Your entire process management plan needs attention in specific spaces\u2014more so than others.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-stage-5-optimize\">Stage 5: Optimize<\/h3>\n\n\n\n<p>The optimization stage\u2014or control stage\u2014is about fine-tuning the business process needed for improvement. That\u2019s how you keep them efficient and achieve your company\u2019s business goals and your overall process management plan.<\/p>\n\n\n\n<p>Some <a href=\"https:\/\/clickup.com\/blog\/process-mapping\/\">examples of process management<\/a> optimization might include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Eliminate redundant tasks or processes<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/automate-workflows\/\">Automate workflows<\/a><\/li>\n\n\n\n<li>Improve communication between process intervenients with appropriate <a href=\"https:\/\/clickup.com\/blog\/business-tools\/\">business tools<\/a><\/li>\n<\/ul>\n\n\n\n<p>And don\u2019t forget to monitor the processes that you optimized! After all, this is a cycle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"12-process-management-templates-to-get-started-now\">Process Management Templates to Get Started Now<\/h2>\n\n\n\n<p>Let\u2019s go back to the idea that you can optimize business processes by streamlining workflows. And that you streamline workflows with automation.<\/p>\n\n\n\n<p>Well, process management templates are one of the foundations of workflow automation. And the three templates below are those we recommend you take a look at when you first get into workflow management.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-1-clickup-pdca-process-whiteboard-template\">1. ClickUp PDCA Process Whiteboard Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-47636\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-PDCA-Process-Template.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-PDCA-Process-Template.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-PDCA-Process-Template-300x190.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-PDCA-Process-Template-768x486.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-PDCA-Process-Template-700x443.png 700w\" alt=\"ClickUp PDCA Process Whiteboard Template\" width=\"1000\" height=\"633\">\n<figcaption class=\"wp-element-caption\">Easily breakdown all of your tasks into four stages: Plan, Do, Check, and Act<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>If you\u2019re into quality management, you already know the plan, do, check, and act (PDCA) cycle\u2014or <a href=\"https:\/\/clickup.com\/blog\/continuous-improvement-tools\/\">continuous improvement<\/a> cycle. But this <a href=\"https:\/\/clickup.com\/templates\/pdca-process-whiteboard-t-222051992\">ClickUp PDCA whiteboard template<\/a> will elevate your PDCA process management plan to a whole other level.<\/p>\n\n\n\n<p>Use it to categorize tasks into the four stages of the PDCA cycle. It might sound silly to do with a template instead of pen and paper but trust us.<\/p>\n\n\n\n<p>This whiteboard template uses <a href=\"https:\/\/clickup.com\/blog\/business-process-management-software\/\">business process management software<\/a> and does more than break down tasks into smaller steps. The PDCA whiteboard supports the execution of PDCA processes for better project management.<\/p>\n\n\n\n<div id=\"ub-button-f1010560-a562-4892-aa07-04e9172c9c25\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download PDCA Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"14-2-clickup-company-processes-document-template\">2. ClickUp Company Processes Document Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-44725\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Company-Processes-Document-HR-Template.png\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Company-Processes-Document-HR-Template.png 600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Company-Processes-Document-HR-Template-300x185.png 300w\" alt=\"ClickUp Company Processes Document HR Template\" width=\"600\" height=\"369\">\n<figcaption class=\"wp-element-caption\">Use this ClickUp Docs format to document SOPs, processes to request time off, and more<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>With <a href=\"https:\/\/clickup.com\/templates\/company-processes-document-kkmvq-14981\">ClickUp\u2019s process document template<\/a>, documenting business processes got so much easier. Use the template to document <a href=\"https:\/\/clickup.com\/blog\/sop-templates\/\">standard operating procedures (SOPs)<\/a>, such as the steps to request time off for process improvement.<\/p>\n\n\n\n<p>Because it\u2019s one thing to define the tasks in your workflow, it\u2019s another thing to know exactly what to do to complete the task.<\/p>\n\n\n\n<p>For more try out these <a href=\"https:\/\/clickup.com\/blog\/process-documentation-templates\/\">process document templates<\/a>!<\/p>\n\n\n\n<div id=\"ub-button-02b26c92-9915-488f-b8c4-3dea6a677c17\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download Company Processes Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-3-clickup-business-processes-and-procedures-template\"><strong>3. ClickUp Business Processes and Procedures<\/strong> Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-47638\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Process-and-Procedures-Template.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Process-and-Procedures-Template.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Process-and-Procedures-Template-300x198.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Process-and-Procedures-Template-768x508.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Process-and-Procedures-Template-700x463.png 700w\" alt=\"ClickUp Process and Procedures Template\" width=\"1000\" height=\"661\">\n<figcaption class=\"wp-element-caption\">Highlight your tasks needed to create a living process document<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Once your company starts executing business processes with BPM software, use this <a href=\"https:\/\/clickup.com\/templates\/process-and-procedures-t-228159706\">process and procedures template by ClickUp<\/a> to get an overview of your internal processes by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Getting process improvement details through due dates, priorities, completion rates, and the number of completed tasks (with the processes grouped, for instance, by department)<\/li>\n\n\n\n<li>The tasks that require the creation of documents and the stage at which those documents are<\/li>\n\n\n\n<li>How the processes are going to flow into one another through a project management system<\/li>\n<\/ul>\n\n\n\n<div id=\"ub-button-6a17a4ec-8a38-4219-a6a9-6e68015aff18\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download Process and Procedures Template<\/span><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/sop-software\/\">SOP software<\/a>!<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"16-optimize-process-management-using-business-process-management-software\">Optimize Process Management Using Business Process Management Software<\/h2>\n\n\n\n<p>A BPM suite\u2014composed of many BPM software options\u2014help you implement all the stages of business process management. So, before we go, let us tell you about a few strong points of BPM and project management tools (such as ClickUp).<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42571\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/image6.gif\" alt=\"ClickUp views\" width=\"800\" height=\"508\">\n<figcaption class=\"wp-element-caption\">Visualize tasks, projects, and workflows the way that works best for you with ClickUp\u2019s 15+ customizable views<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>They<\/strong> <strong>automate workflows<\/strong>: Bring all of a company\u2019s business processes to life and eliminate manual and repetitive work with predefined and custom automations.<\/li>\n\n\n\n<li><strong>They support collaboration<\/strong>: Clarify procedures without losing the process\u2019s context or emails like a needle in a haystack. BPM tools allow team members to comment on tasks and attach files to those tasks. They even enable you to convert comments into tasks!<\/li>\n\n\n\n<li><strong>They offer reports<\/strong>: Provide comprehensive process data you can rely on to verify if you designed your processes effectively. These reports break down a team\u2019s performance, enabling you to check their productivity over a certain period.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"17-benefits-of-business-process-automation\">Benefits of Business Process Automation<\/h2>\n\n\n\n<p>The five stages of business process management are necessary steps toward automation. And BPM tools like ClickUp help you automate tasks and workflows, which is why we want to highlight the benefits of business process automation here:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Time and cost efficiency: Automating repetitive tasks saves time and money, allowing employees to focus on more important tasks.<\/li>\n\n\n\n<li>Increased consistency and accuracy: Automation reduces human error, resulting in greater consistency and accuracy in processes. This also leads to better customer satisfaction.<\/li>\n\n\n\n<li>Streamlined processes: Business process automation helps streamline processes, eliminating unnecessary steps and simplifying procedures.<\/li>\n\n\n\n<li>Real-time data insights: With automated processes, you can gather real-time data insights that can help you make more informed business decisions.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\"><iframe loading=\"lazy\" title=\"How to Manage Automations\" src=\"https:\/\/www.youtube.com\/embed\/CU9h3RmBFKw?feature=oembed\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/figure>\n\n\n\n<p>And usually, you can customize the reports with widgets that inform you of tasks completed, the number of tasks worked on, members with unfinished tasks, time estimates, time tracked, and so many other measures.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Try out ClickUp<\/a> and drop us a line to say what you think of it. We can\u2019t wait to learn where you need to go with business process management!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here\u2019s the thing: At ClickUp, we\u2019re process people. And you should be too! Do you know why? Well-defined business processes assist organizations in identifying how they operate. And they also help leaders understand how to run companies more efficiently. But the greatest beauty of business processes lies in their ability to leverage businesses. After all, [&hellip;]<\/p>\n","protected":false},"author":79,"featured_media":47641,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[766,759,312,985],"tags":[],"class_list":["post-12853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-manage","category-planning","category-project-management","category-workflow"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/11\/what-is-business-process-management-1.png","author_info":{"display_name":"Sofia Azevedo","author_link":"https:\/\/clickup.com\/blog\/author\/sofia-azevedo\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What is Process Management? 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