BizHealth.ai - Business Health Analysis Platform

    Getting Started with Process Mapping

    Create professional process maps and SOPs in 4 simple steps. Follow this guide to document, optimize, and standardize your business workflows.

    Start Creating Process Maps

    What You'll Create

    The Process Mapping & SOP Builder helps you create comprehensive documentation including:

    Visual Process Flowcharts

    Easy-to-follow diagrams showing task sequences

    Standard Operating Procedures

    Detailed step-by-step instructions for each task

    Exportable Documentation

    Word, Excel, and PDF formats for easy sharing

    Team Training Materials

    Ready-to-use resources for onboarding and training

    4 Steps to Professional Process Documentation

    1

    Define Your Process

    Start by clicking 'Create New Process Map' and provide basic information about your process.

    • Enter a clear, descriptive process name
    • Select the department or team responsible
    • Choose the process frequency (daily, weekly, monthly)
    • Add the process owner's name
    • Provide a brief description of what the process accomplishes
    2

    Map Your Workflow

    Use the visual drag-and-drop interface to create your process flow diagram.

    • Drag task nodes onto the canvas to represent each step
    • Connect nodes with arrows to show the flow sequence
    • Add decision points for conditional branches
    • Use different node types for different task categories
    • Arrange nodes logically from start to finish
    3

    Add Task Details

    Document each task with comprehensive information for complete SOPs.

    • Write step-by-step instructions for each task
    • Assign responsible roles or team members
    • Estimate time required for completion
    • Add required tools, systems, or resources
    • Include quality checks and success criteria
    4

    Review & Export

    Review your complete process map and export it in your preferred format.

    • Review the full process summary
    • Check for missing steps or unclear instructions
    • Export as Word document (.docx) for easy editing
    • Export as Excel spreadsheet for task tracking
    • Save as PDF for sharing and distribution

    Best Practices & Tips

    Involve Your Team

    Collaborate with team members who actually perform the tasks to ensure accuracy and completeness.

    Keep It Current

    Update your process maps regularly as workflows evolve and improve over time.

    Start Simple

    Begin with your most critical or frequently-used processes before tackling complex workflows.

    Test & Validate

    Have someone unfamiliar with the process follow your SOP to identify gaps or unclear instructions.

    Common Use Cases

    🏭 Operations & Manufacturing

    Document production workflows, quality control procedures, and maintenance routines.

    πŸ’Ό Sales & Customer Service

    Map customer onboarding, sales processes, and support ticket handling procedures.

    πŸ‘₯ HR & Onboarding

    Create employee onboarding checklists, hiring processes, and training workflows.

    πŸ’° Finance & Accounting

    Document invoice processing, expense approval, and month-end closing procedures.

    Ready to Start Mapping?

    Create your first process map now and start building a library of standardized procedures for your business.

    Launch Process Mapping Tool