Wrike is particularly helpful for companies that have remote employees since everyone can access any information from anywhere (including on mobile devices). It has several of the features of some of the other tools on our list, which makes it a good option for companies looking for more than just a tool to create and manage their process documentation. Wrike is a work management solution that allows teams to collaborate with ease. For instance, if the process for bringing on new vendors involves getting approval from the head of your department, getting the contract reviewed by legal, and then having it paid for by finance, you can assign out each task to the appropriate person. This is particularly useful if your business processes involve multiple team members. The processes can be copied so you can re-use them as needed. With the to-do lists, you can outline any processes that need to be completed, and assign them out to different members of your team. While it has several different features that’ll help document your business processes, one of the main ones that stick out is the to-do lists. The simplest way to describe Basecamp is an internal communications tool. BasecampĪnother business process documentation tool popular among tech companies is Basecamp. Just keep in mind that the learning curve is a little steep due to all the different features of the software. Plus, Confluence is made by Atlassian, which is the same company that owns Trello so the tools play well together. You can create documents that outline the processes of each department and they’ll be searchable within your hub. If you don’t want something as dynamic as Trello’s Kanban boards, but rather a hub to store your business process documents, Confluence can be a good choice.
With confluence, you can plan out projects, communicate updates to the company and have an overall “hub” for all your company information. ConfluenceĬonfluence has become a fairly popular tool (particularly among tech companies) for creating internal wikis. Just keep in mind you’ll likely need a project manager to set up and maintain your system to ensure tasks are being completed and moving through the system. If your needs are more complex than just needing to outline your processes, Podio could be a good solution.
It’s primarily for larger companies juggling several processes and projects. It’s more of a flexible system your company can use for documenting business processes and much more. Podio is another project management tool, but it’s not quite like Trello. Plus, you can track the progress of any tasks that are currently going through the process so you know where everything stands. The best part about Trello is you can organize your boards by teams, so every department has its own set of boards where they can outline their processes. For instance, a board for new employee onboarding like this one.įor pretty much any process you can think of, you can create a Trello board to manage it. The way you can use Trello as a business process documentation tool is to create boards for all the different processes your business has. You can read about Kanban here, but essentially it’s a system that allows you to setup processes and move projects along the specified steps until they’re completed. Trello is a project management tool that uses the Kanban framework. So, here are 10 business process documentation tools that’ll keep your company organized and cohesive. Luckily, with the right business process documentation tools, you can get your entire company on the same page and get things done faster since all the steps of each process will be clearly outlined and available to the entire company. In either case, the end result is miscommunication, difficulty tracking the progress of certain tasks and disorganization. They don’t have processes documented anywhere, so everyone has their own variation of the processes.Unfortunately, when it comes to processes, many companies fall under one of two categories: Think of all the different parts of your business that have specific internal processes that need to be followed:Īnd the list goes on. As your business grows, having processes in place will become increasingly important.
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