Process improvement

We'll give you the tools you need to visualize, optimize, and scale business processes.

Best practices for the accounts receivable process
Accounts receivable refers to outstanding invoices, or the money that customers or clients owe the company for any goods or services rendered. Check out these tips for streamlining your accounts receivable process to ensure your company receives payment while maintaining important customer relations.
Topics:
- Process improvement
Improving your organization’s web security testing
High-profile data breaches in the last few years have put data security at the forefront of political, tech, and business news. Learn what security testing is and how you can implement better testing processes to protect your organization and your users.
Topics:
- IT and Engineering
- Process improvement
How a Workflow Analysis Can Dramatically Improve Your Productivity
Ineffective workflows can ruin your team's productivity and cost your company a lot of money. Max Benz from Filestage shares how to perform workflow analysis in order to identify the weaknesses in your process and start optimizing.
Topics:
- Process improvement
Webinar Recap: How to Apply Performance Metrics to Business Processes
Read the recap of our webinar with Jogee Varughese, a business process consultant for Austin Energy. Jogee discussed how you can measure continuous improvement work at your company.
Topics:
- Process improvement
The basics of documenting and analyzing your as-is process
Learn more about documenting your as-is process. Studying your current state helps organizations document, track, and optimize processes for better performance, greater efficiency, and improved outcomes.
Topics:
- Process improvement
9 essential business analysis models for the BA’s toolbox
A great business analyst is armed with a toolbox of visual modeling techniques to help them drive successful project outcomes. In this article, you'll find nine of the best techniques, including process flows and SWOT analysis diagrams.
Topics:
- Process improvement
A complete guide to the risk assessment process
Identify and prepare for potential risks in your workplace. This article explains what the risk assessment process is and how you can start your own in five simple steps (including free templates!).
Topics:
- Process improvement
How visuals bridge the gap between sales and customer success
Our Sr. Director of Customer Success, Cory Cozzens, discusses the critical relationship between sales and customer success and explains how account mapping can facilitate crucial knowledge transfer between these two teams.
Topics:
Webinar recap: Critical elements for better decision-making
You make hundreds of decisions about your business—it's time to develop a framework to make better ones. We hosted a webinar with business analyst Steven Hodnett to cover critical elements for better decision-making. Read the recap!
Topics:
- Process improvement
Solve issues faster with the root cause analysis process
Root cause analysis refers to any problem-solving method used to trace an issue back to its origin. Learn how to complete a root cause analysis—we've even included templates to get you started.
Topics:
- Process improvement
7 essential steps to create a process improvement plan [+templates]
No matter how good the idea, changes won't last without a solid process improvement plan in place. Learn the essential steps involved with every process improvement plan.
Topics:
- Process improvement
5 Lean Six Sigma principles you should adopt immediately
Combine two of the most prominent project management methodologies, and what do you get? Lean Six Sigma. Learn more about the method that can both eliminate waste and reduce defects in your company's workflow.
Topics:
- Process improvement