In the world of business operations, the more efficient you can be, the better. Streamlining your company operations is one way to do this, and it’s something you should consider in every aspect of your business including everything from the hiring process to sales functions.

Documenting your business processes is an important part of streamlining. When you have a specific process for performing a certain action, having a document that explains how it’s done helps ensure nothing is overlooked.

What are business processes? 

A business process is the set of steps that are followed to accomplish a task in your company. For example, ordering supplies is a business process. Ordering supplies may involve several people in different departments who all have to be involved in the supply order process. In addition, the supplier’s order form must be completed with information and signatures from each person who is ordering the supplies. These are all steps in the supply order business process.

Creating this documentation will help make sure employees follow your company’s procedures and policies. It will help minimize errors in orders and improve customer satisfaction with your products and services.

It will also help identify areas that need improvement or restructuring. Employees should feel comfortable contacting their supervisors if they are unsure about any part of the process or if they have suggestions for ways to improve the efficiency of any part of the system.


Here are some tips for getting started with process documentation:

Start small. Documenting everything right away can be overwhelming. Instead, pick one or two processes to work on first and see how it goes. This way, you can get a feel for the process and whether documentation will benefit your company before investing too much time or money into it.

Create a document repository. While it might seem like a good idea to store documents in random places around the office, this makes it difficult to locate things when you need them. For example, if you have multiple people working on a single process, not everyone may know where to find the materials they need to complete their tasks. Using a central location for all of your business documents is a better option, such as an online shared drive (such as Dropbox) or a physical file cabinet.

Keep it simple. The goal of documenting business processes is not to create something that looks pretty or impressive, but rather something that is easy to read and understand by anyone who needs it. Keep things simple by providing only the information that’s necessary — no more, no less — and use an easy-to-read format that doesn’t require someone to read through a long document.

Without some form of documentation, things can get lost in the shuffle pretty quickly, which makes documenting business processes a vital part of saving time and increasing productivity. There’s no one way to do it and many different solutions you can utilize. But whatever solution you choose to use, documenting your processes is invaluable and can have a big impact on your company’s bottom line.

Need help documenting your processes?

Click here to check out our done-for-you Simple SOPs service.

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