Efficient process documentation: structure, tools, best practices - brix - Basel/Allschwil

The power of process documentation

by Veronika Altenbach

BPM
03. March 2025 4 minutes
Why process documentation is not just important for compliance
Die Macht der Prozessdokumentation

Process documentation is often seen as a mere obligation for compliance and audits. But a well-documented process offers many more advantages.

  • Increased efficiency: Clear processes minimize errors, reduce time losses, and increase performance.
  • Knowledge transfer: Process documentation preserves know-how and facilitates the training of new employees.
  • Standardization: Uniform processes ensure quality and reduce performance fluctuations.
  • Optimization potential: Documented processes facilitate the identification of weak points and promote targeted improvements.
  • Risk minimization: Clear and standardized procedures reduce risks by minimizing dependencies and ensuring that critical company knowledge remains available at all times.

Digital tools for documentation

The era of printed documents and process models is over. Digital tools enable efficient, collaborative, and versioned documentation. Here are some of the best options:

  • TIM Solutions: Specializes in workflow and process automation. Enables easy modeling and implementation of business processes with high user-friendliness.
  • ADONIS: Offers powerful process modeling and analysis functions. Ideal for companies that want to continuously optimize their business processes.
  • Camunda: Particularly suitable for companies with high requirements for workflow management and automation. Supports BPMN and DMN for comprehensive process automation.

Choosing the right tool is closely linked to the appropriate modeling standard. BPMN is particularly suitable as a widely used standard because it enables clear, uniform representation and is ideal for process automation. EPK (event-driven process chain) is mainly used in German-speaking countries, but is becoming less common as BPMN has become the international standard and is better suited to digital process automation.

Find out more in our blog article: «Choosing the right modeling standard for process documentation».

Examples of well-documented processes

Onboarding new employees

  • Standardized procedure for a smooth onboarding process
  • Detailed process description from contract signing to full integration
  • Clear responsibilities for HR, IT, and specialist departments
  • Checklists for access, tools, and materials to avoid delays
  • Automated workflows for efficient processing of approvals and provisioning
  • Measurable KPIs for evaluating the quality of onboarding and adjusting the process

Approval processes for invoices

  • Clear definition of responsibilities and decision-making paths
  • Documentation of approval stages for greater transparency
  • Automation through digital workflows to increase efficiency

Customer inquiries and support tickets

  • Standardized response templates for consistent communication
  • Defined escalation levels and clear responsibilities
  • Use of a help desk system for structured documentation

With a clear structure and the right tools, process documentation not only becomes more efficient, but also a key success factor for the organization.

Find out in our blog article «7 steps to a successful process documentation» how you can record your processes in a structured way and optimize them for the long term.

Conclusion

Well-designed process documentation brings companies significant benefits that go far beyond compliance requirements. It improves efficiency, promotes knowledge transfer, and enables targeted optimizations. By using the right tools and standards, documentation can be seamlessly integrated into everyday work. Companies that use process documentation strategically create a solid foundation for sustainable growth and continuous improvement.

Would you like to optimize your process documentation and make it more efficient?

Find out how you can improve your processes in the long term.

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