What is Process Mapping? With Tools & Examples

Do you have tasks that are repetitive, prone to error, logic based, or pain point specific? Those tasks can be automated. While you may know what tasks you want to automate, there may be some tasks that you didn't even know could be automated.


That's where process mapping comes in. If you don’t know which tasks you want to automate, or even if you do know, process mapping will be valuable for you. Process mapping is an extremely valuable piece of how to begin the journey of automating your business processes. For those who are exploring automation to scale or transform your business, you should not build a single automation before you process map.

Automate tasks that are...

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Repetitive

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Prone to Error

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Logic Bases

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Pain Point Specific

What is Process Mapping 


Process Mapping, often referred to as process flowcharting or process diagramming, is a visual representation used to outline the step-by-step sequence of activities - including which people, tools, software, and/or documents are involved. 


The process mapping technique involves creating diagrams that use standardized symbols and shapes to depict various elements such as tasks, decisions, inputs, outputs, and the flow of information.


With this information, businesses and organizations gain an understanding of their workflows, are able to identify inefficiencies, and pinpoint opportunities for improvement. Businesses can then implement proper automations in areas where they fit. 


Benefits of Process Mapping


Before automating a process, it's crucial to understand it thoroughly. Process maps provide a clear blueprint for automating repetitive tasks. Process mapping is highly beneficial for process automation for several reasons:


Clarity

Process mapping creates clarity as it helps identify inefficiencies, bottlenecks, and areas that can be optimized through automation.


Documentation

Process maps serve as documentation of the process before and after automation. 


Scalability

When automating processes, scalability is a consideration. Process maps can help design automation solutions that can handle increased volumes without major disruptions.


Flexibility

As business needs change, the process map can be updated to reflect modifications in the automated workflow, ensuring that automation remains aligned with current requirements.

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Clarity

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Documentation

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Scalability

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Flexibility

Process Mapping Examples

A flow chart showing a before and after scenario
A flow chart showing before and after automation.

Process Mapping Tools


There are several process mapping tools available that can help you visually represent and analyze workflows, processes, and systems. The choice of tool depends on your specific needs, preferences, and the complexity of your processes. Miro is an online collaborative white boarding platform that can be used for creating process maps and other visual diagrams.


Some other popular process mapping tools include: Microsoft Visio, Lucidchart or Draw.io. 


Once you have built your process map, you’re ready to begin developing your next automation. Doing this allows you to understand the true end goal of your automation. As businesses strive for efficiency, adaptability, and customer-centricity, process mapping remains an important tool. 


Its capacity to understand workflows, identify inefficiencies, and opportunities for improvement makes it an asset across industries. By harnessing the insights drawn from process mapping, companies can see challenges, opportunities, and deliver superior products and services to their customers.

Written by

Korey Cournoyer

FAQs

  • Why should I process map before automating a task?

    Process mapping helps you fully understand how a workflow currently operates before introducing automation. By mapping it first, you can identify bottlenecks, redundancies, and opportunities to streamline.

  • How detailed should a process map be?

    Your process map should capture each major step, decision point, and stakeholder involved. It doesn’t need to include every small task, but it should be detailed enough that anyone looking at it can understand how the process flows from start to finish.

  • What types of business processes benefit most from mapping and automation?

    Processes that are repetitive, rule-based, time-consuming, or prone to human error are ideal. Examples include data entry, approvals, onboarding, reporting, and invoice processing.

  • Which tools are best for creating a process map?

    Popular tools include Miro, Lucidchart, Microsoft Visio, and Draw.io. These platforms make it easy to visualize steps, decisions, and workflows collaboratively with your team.

  • How often should process maps be reviewed or updated?

    It’s best practice to review process maps whenever there’s a change in team structure, software, or workflow. 


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