A 7-Step Process Optimisation Guide for Any Business

Process Optimisation Made Easy: A 7-Step Guide for Any Business

11-May-2023 13:32:26
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In any business, there are endless opportunities for optimisation. With numerous processes taking place, many people involved, and ever-evolving technology, process optimisation is one way to continuously improve your organisation.

Optimisation means making the most out of a situation or available resources. When you optimise something, you aim to maximise its potential and make it as useful as possible.

Regardless of the circumstances, processes should always function at their peak. Efficiency has a direct impact on the productivity of employees who use these processes. For instance, if an employee has a faulty device, and it takes three days for the IT team to respond and action the request, the employee may not be able to work during this time.

Companies that have been around for some time, don’t have the luxury of scrapping everything and rebuilding their processes from scratch. Regular and systematic process optimisation will help identify and enhance the efficiency and effectiveness of an organisation's processes.

What Is Process Optimisation?

Process optimisation is the practice of identifying and enhancing the efficiency and effectiveness of an organisation's processes. It involves analysing existing processes, identifying areas for improvement, and implementing changes to streamline workflows and increase productivity.

There are numerous ways in which you can adjust a process to make it function better than it did before. Removing a step or rewriting a process are simple examples that can help streamline a workflow. Digitalising and automating 

Follow these seven steps to begin optimising your processes:

  1. Define the scope and objectives of the optimisation: Determine the processes that need improvement and set clear objectives for what you hope to achieve through optimisation. This will help you stay focused and ensure that your efforts are targeted towards achieving your business goals. Find out more.
  2. Map out the existing process: Identify the process you want to optimise and create a process map that outlines each step involved. This will help you understand the current process flow, identify areas of inefficiency or bottlenecks, and gain a better understanding of which areas of the business and people the process affects. Get your free BPMN template.
  3. Analyse the process: Once you have mapped out the existing process, analyse it to identify areas for improvement. Consider factors such as cycle time, quality, cost, and customer satisfaction to determine which areas of the process need optimisation. Find out more.
  4. Brainstorm potential solutions: Based on the areas of improvement identified, brainstorm potential solutions with your team. Encourage everyone to share their ideas and prioritise the solutions that will have the most significant impact on the process. Access additional guides.
  5. Test and implement the solutions: Once you have selected the solution to implement, test them in a controlled environment before rolling them out to the entire company. Monitor the results of the changes to ensure that they are having the desired impact and adjust as necessary. Company-wide process optimisation is best when it is supported by powerful technology, like FlowCentric Processware, however digitising and automating poorly optimised process will just get you poor results faster. Optimisation is key to success.
  6. Monitor and evaluate the results: Continuously monitor the process to ensure that the changes are delivering the desired results. Evaluate the impact of the changes on the process and adjust as necessary to optimise further.
  7. Document the process: Document the optimised process, including any changes made and the rationale behind them. This will help to ensure that the process remains optimised over time, and new team members can quickly understand the process flow. This template may come in handy.

By following these steps, you can optimise your processes to improve efficiency, reduce costs, and increase customer satisfaction. Remember that process optimisation is an ongoing effort, and continuous monitoring and evaluation are key to maintaining optimal performance.


Process optimisation is the practice of enhancing efficiency and effectiveness in an organisation's processes by identifying areas for improvement and implementing changes to streamline workflows and increase productivity. It involves analysing existing processes, mapping them out, analysing for inefficiencies, brainstorming potential solutions, testing and implementing them, monitoring and evaluating the results, and documenting the process. This ongoing effort can lead to improved efficiency, reduced costs, and increased customer satisfaction.


Looking for a reliable well supported BPM Platform to help you take your process optimisation to the next level? You’ve found it! Contact us and let's get started!

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Topics: BPM, Guides and Resources, Digital Business Transformation

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