Creating A Process Map: What Are The Basic Steps And Best Practices

Author : vrinda saraswat | Published On : 20 Apr 2021

A business is always made up of interconnected processes. They are the building block of any business as they eventually create the result that the organisation sells to its end consumers. This is why organisations around the world have certain systems in place to make sure that data flows freely throughout the workplace. To help understand the flow of this information, businesses all around make use of process modelling software. This tool allows them to create accurate and exact models of the process flow in a business.

But how does one create a business process model? What are the basic steps? What should you know before suggesting the creation of a process model in a business? Here is a quick guide to help you.

Steps of Process Modelling

  • Talk To Stakeholders

The stakeholders are the voice behind everything that happens in a business. Without their agreement, it is difficult to make any big decisions in the workplace. These people are all responsible for the processes and that is why you will need to have a straightforward conversation with them to fully understand them and to make them understand you as well.

  • Enlist All Tasks

After you have a complete understanding of what happens in the business, you can finally begin to create a list or process library of all tasks that are performed on a day-to-day basis in the business. Irrespective of whether these tasks are performed by a human or a system (machine or software), you will have to list these tasks in order to create a thorough process map. And while you are at it, make sure that you label them correctly as well. 

  • Identify What Is Redundant

Redundancies are everywhere, even in your perfect processes. These redundancies are what were creating the delays and reduced quality of your products/services. To create better processes and to justify the need for process maps, you will need to use these maps to identify what redundancies are plaguing your process. Using qualified business process mapping software is the best way to do that because it allows you to see everything in a digital space.

  • Assign Roles

Once you have the processes finalised and realised what gives out which result, you can begin to assign roles to the employees in the organisation. More than this, you will realise that every task has an owner, whether it is an individual or a group of people. These roles are the people who are accountable for a task. 

  • Decide A Flow

Once you have everything ready, it is time to decide the right flow of the processes. Why? This process flow will tell you the exact direction in which any viewer, be it a stakeholder, a trainee, or an auditor will look at your processes. Clearly defining this flow will help make it more discernible.


Make sure that your process map has the following attributes once you have created them:

  • They are not complex

  • You can always revisit them to make them better.

  • Establishes the main goal

  • Differentiates in what is ‘as is’ and what it ‘could be’

  • Has room to add exceptions as and when they arise.

This is how you create a basic process map. This basic process map will later turn into what will help you design a better organisational flow and set up operational excellence, so you can get the optimum results you always expected.