Best Process Mapping Tools and Software for 2024

Visio alternative

The RPA invoice automation process outlines the steps for invoicing using Robotic Process Automation, with actors including the Sales Department, 

. By automating the invoicing process, this template streamlines accounting tasks, reduces errors, and improves efficiency. With clear steps and decision points, this process ensures accurate financial records and enables effective communication between departments. Use this process to streamline your invoicing and enhance your accounting operations.

RPA invoice automation

Research conducted by Harvard Business Review shows that 

savvy companies prepare for offboarding long before an employee's exit

. It also refers to a PeoplePath report from 2019 that shows that:

A third of corporate alumni maintain connections with previous employers as clients, partners, or vendors.

15 percent of new hires come from alumni rehires and referrals

The importance of a good, structured offboarding process is evident, and every serious company should have one.

Planning and documenting your offboarding process

To be sure that the whole organization is onboard with how you do offboarding, every person affected by your offboarding process needs to understand what's going on and when. 

Or even better, every person involved in your offboarding process should be 

 in actually mapping out and planning how you should do procurement. What system is involved where? What are the needs at marketing? Sales? Logistics? 

To succeed with this involvement, you need a tool that gives you all a common language for visualizing and documenting your offboarding processes.

Offboarding Process

, chief executives view the unavailability of talent and skills as the biggest threat to their business. 

And hiring is now, more than ever, done by reaching out to external candidates. From 1945 through the 1970s, 

corporations filled roughly 90% of their vacancies through promotions and lateral assignments

This leaves a heavy burden on recruitment and hiring, finding the right people for positions at every level of the company among external candidates. 

To be sure that the whole organization is onboard with how you do recruitment, every person affected by your procurement process needs to understand what's going on and when. 

Or even better, every person involved in your recruitment process should be 

 in actually mapping out and planning how you should do recruitment. What are the needs at marketing? Sales? Logistics? 

This is often the problem, reflecting the actual needs in a department to the team doing the recruiting. With a tool like ShiftX, you get a way to visualize who does what when in the recruitment process. 

If you map out your recruitment process in ShiftX with all stakeholders in a workshop, you are certain everyone involved has a visual picture of what's going to happen, allowing them to flag their needs, raise their concerns, and contribute to optimizing the process. 

Recruitment Process

Warehouse and storage picking and dispatching demands a high degree of structure and planning to be done as efficiently as possible. 

Many different stakeholders are involved, which again demands alignment and a common shared understanding. 

By structuring and planning visually, you secure a fast understanding among every stakeholder in minutes. 

Try doing your Warehouse Operations process planning in ShiftX today!

Warehouse Operations

Updating an accounting system is a critical process that requires careful planning and execution to ensure a smooth transition. This template provides a clear process for changing the accounting system in your organization.

Change accounting system

Doing sales, it's highly important to have every internal stakeholder aligned. Who does what when? Who takes care of the leads? Who takes care of booking meetings? Creating slides? Following up? Writing offers and contracts? 

Usually, there are a lot of stakeholders involved, and they should all share a common understanding of what's actually going on. 

Doing this efficiently demands planning, structure, and, in our opinion, visualization and collaboration. 

ShiftX lets you do all this, either physically together in a workshop while you map and plan your processes in ShiftX or digitally, remote. 

Sales Process

Streamlining debt collection can save every organization a lot of time and money. 

A first step should be to ensure that every stakeholder in your debt collection process has a shared common understanding of what's expected and when. 

By visualizing every step of your debt collection process, you're one step closer to a streamlined, efficient way of doing debt collection. 

Visualize your debt collection in ShiftX today. 

Debt Collection Process

for your business or organization, you need a way to find out which of your freemium or free trial users to get in touch with. 

Most of your users will probably continue to use your product for free forever, but some of them will want to buy your premium features or more time using your product if you're only letting them use it for free for a short amount of time. 

To know which of your users you should spend time on, serving 1-on-1 meetings and product demos, you'll need to set up your own Lead-process, or funnel, if you will. 

Above, you'll see an example of the Product-Qualified Lead (PQL) process we're currently using here in ShiftX. 

Lead Qualification Process

Every organization needs a good onboarding process. Whether you are integrating a new employee, consultant, or client into your organization, you need a process that secures a good start. 

This template is a generic flow of how to onboard a new employee into your organization or company.

Templates