Business Process Sorting: Systematic Steps and Optimization Methods to Improve Enterprise Efficiency

Author:Acloudear , 2024-07-02 14:25   
Understand how to streamline business processes and improve enterprise efficiency. This article provides detailed steps to streamline business processes, optimization solutions, and methods to address common challenges. Master the key strategies of flowchart drawing, departmental collaboration, data integration, and enterprise process optimization.

In enterprise management, business process sorting is a crucial task. Through systematic sorting and optimization, you can improve the efficiency of business processes, reduce costs, and promote efficient operation of the enterprise. This article will introduce you to the specific steps, effective optimization methods, common challenges and their response strategies for organizing business processes, as well as how to integrate business process organization with existing management systems.


Specific steps for business process organization


1.Identify and define target processes

1) Clear goals: Determine the business processes to be organized, clarify optimization goals, such as improving efficiency, reducing costs, and improving customer satisfaction.

2) Determine scope: Define the starting point, endpoint, and boundary of the process to ensure that the sorting work is focused on key areas.


2.Collect and analyze data

1) Data collection: Obtain data on existing processes, including flowcharts, process documents, performance indicators, etc.

2) Process mapping: Use process modeling tools such as Visio and Lucidchart to draw the current process diagram, identifying each step and its association.


3.Process evaluation

1) Identify bottlenecks: Analyze inefficient links, bottlenecks, and repetitive steps in business processes.

2) Problem analysis: Identify the root cause of inefficiency or problems, and use data analysis tools such as Tableau and PowerBI to support analysis.


4.Design optimization plan

1) Develop improvement plans: Based on the evaluation results, design new business processes, remove non value-added activities, and simplify processes.

2) Simulation testing: Use process simulation tools such as BizagiModeler to verify the feasibility and effectiveness of the new process.


5.Implement new processes

1) Plan implementation: Develop a detailed implementation plan, including a schedule, resource allocation, and division of responsibilities.

2) Training and communication: Provide training to relevant employees to ensure they understand the operation and purpose of the new process.


6.Monitoring and feedback

1) Process monitoring: Establish a monitoring mechanism to track the real-time performance of new processes, and use business process management systems (BPMS) such as Appian or IBM Business Automation Workflow for monitoring.

2) Feedback improvement: Collect feedback on process operation and continuously improve and optimize it.


Common challenges in the process of business process organization


1.Resistance to change

1) Employee resistance: Employees may have resistance towards new processes, worrying about changes in work habits or job adjustments.

2) Management resistance: Management may hold a reserved attitude towards changing existing processes, fearing that it will affect business continuity.


2.Insufficient resources

1) Human resources: Implementing new processes may require additional human resources and training.

2) Time pressure: Business requirements may require the optimization of business processes to be completed in a short period of time, increasing implementation pressure.


3.Data issues

1) Data quality: There may be inaccuracies and incompleteness in existing data, which can affect process analysis and optimization.

2) Data integration: It is difficult to integrate data from different systems, which affects the integrated management of processes.


4.Technical limitations

1) System compatibility: Existing management systems may not be compatible with new processes, leading to difficulties in process integration.

2) Tool complexity: The complexity of business process management tools and automation tools may increase implementation difficulty.


How to overcome obstacles in business process organization


1.Effective communication

1) Transparent communication: Maintain transparent communication with employees and management, explaining the purpose and expected results of how to streamline business processes.

2) Enhancing sense of participation: Inviting employees to participate in process optimization discussions and decision-making, increasing their sense of participation and acceptance.


2.Training support

1) Provide training: Provide comprehensive training for employees to help them become familiar with new processes and operating tools.

2) Establish a support mechanism: Establish a dedicated support team to assist employees in resolving implementation issues.



1) Establish incentives: Encourage employees to actively participate in process optimization through incentive measures such as bonuses and commendations.

2) Recognition of contributions: Commending and recognizing employees who have performed outstandingly in process optimization, enhancing their motivation.


4.Gradually implement

1) Staged implementation: Divide the process into multiple stages and gradually advance to reduce the impact on daily business.

2) Small scale pilot: Conduct process pilot in a small scale, verify the effectiveness, and gradually promote it to the entire enterprise.


How to integrate business process organization with existing management systems


1.System evaluation

1) Functional evaluation: Evaluate the functionality of existing management systems and understand their ability to support business process organization.

2) Compatibility analysis: Analyze the compatibility between new processes and existing systems to ensure smooth process integration.


2.Data integration

1) Data integration: Utilize data integration tools such as MuleSoft and DellBoomi to achieve data integration between new processes and existing systems, ensuring smooth data flow.

2) Data consistency: Establish a data consistency strategy to ensure the consistency and accuracy of data across various systems.


3.System Expansion

1) Function extension: Based on the requirements of the new process, expand the functions of the existing system and add necessary support modules.

2) Tool integration: Integrate the tools required for new processes, such as automation tools and monitoring tools, into existing systems to achieve integrated management.


4.Monitoring and optimization

1) System monitoring: Utilize the monitoring function of the management system to track the real-time operation status of new processes, identify and solve potential problems.

2) Feedback adjustment: Based on system monitoring data and user feedback, continuously adjust and optimize processes to ensure efficient coordination between the system and processes.


Business process sorting is an important means to improve the operational efficiency of enterprises. By systematically organizing steps, implementing effective optimization strategies, addressing common challenges, and integrating new processes with existing management systems, you can achieve continuous process optimization. Choosing appropriate tools and methods, continuously monitoring and improving processes, will help you maintain an advantage in a fiercely competitive market.


I hope this article can provide you with valuable information to help you find suitable solutions in business process organization. If you have any further questions or needs regarding the specific implementation, please feel free to contact our professional team, and we will be happy to provide you with support and guidance.

This article "Business Process Sorting: Systematic Steps and Optimization Methods to Improve Enterprise Efficiency" by AcloudEAR. We focus on business applications such as cloud ERP.

Scanning QR code for more information


How to evaluate the supply chain management level of enterprises
Tagore once said, “it’s easy to talk if you don’t want to speak the complete truth.” Therefore, it is a very prudent thing to evaluate others or enterprises. Of course, this also applies to the topic we are discussing today: evaluating the level of enterprise supply chain management. The development of any thing has its objective laws and characteristics of environmental factors, which ultimately forms today’s model or appearance. Therefore, the current supply chain management level of enterprises is the result of yesterday’s continuous accumulation. […]

Why are all ERP systems of listed group companies sap?
Looking at the global scale enterprises, we find an interesting phenomenon: most of the world’s top 500 enterprises choose SAP ERP system, while the following listed companies almost choose SAP ERP system one-sided in the choice of ERP system. As the “master of management behind the world’s top 500”, sap, the world’s software giant, has such great charm? With the development of globalization, large enterprises are bound to use new technology to support their business operation and complete their own deepening reform. According to incomplete […]

Which cloud ERP do small and medium-sized enterprises usually choose?
China has the largest and most dynamic group of small and medium-sized enterprises, which has grown rapidly in the past decades. With the rapid development of small and medium-sized enterprises, their demand for information technology is increasingly strong, especially driven by new technology, the demand for digital transformation of small and medium-sized enterprises has become overwhelming. Digital transformation is not only an important factor driving the change of business model of small and medium-sized enterprises, but also an important technology influencing the purchase decision-making process […]

The ranking of cloud ERP, this one is enough!
When the digital wave sweeping the world, new technology and new revolution continue to boost the rapid development of the economy, when the scale of the trillion level digital economy is emerging, where is the future strategic planning of the enterprise? Almost all of the world’s top 500 enterprises go to the cloud for the first time. When the introduction of cloud ERP digitalization drives the transformation of enterprises and achieves remarkable results, what will be the future of listed, group companies and massive small […]

AcloudEAR Joins SAP Cloud in World Internet of Things Expo. See you at A3 Pavilion
With the rise of the Internet of Things, as the only cloud platinum partner of cloud computing giant SAP China, AcloudEAR is actively using the world Internet of Things platform to vigorously promote the application of SAP Internet of Things to the manufacturing field and expand the influence of SAP Internet of Things brand. On September 10, 2017, AcloudEAR from Shanghai will join hands with SAP to attend the 2017 World Internet of Things Expo. Team members from the headquarters will come to Wuxi in […]

Accelerated “dual engine” in SAP China market: cloud computing x digital transformation
▲ Mr. Li Qiang, Senior Vice President of SAP Global and General Manager of SAP China, giving a keynote speech On January 18, 2018, the “2018 SAP Greater China Partner Summit” was successfully held at the mangrove resort hotel next to the beautiful Sanya Haitang Bay. More than 80 SAP partners participated in this summit, which brought together a lot of industry leaders. With enthusiasm and expectations, everyone shared the beautiful blueprint of “Smart Cloud, Connected Innovation” in SAP. Mr. Li Qiang, SAP Global Senior […]


Get Quote



400 690 3218