Hundreds of ready-made business processes
Standardize operations across 15 enterprise functions. Adopt best-practice workflows, customize steps with AI, and eliminate organizational guesswork.
Explore standard process categories
Hundreds of ready-made business processes: customizable process templates for the key business areas.
Finance & Accounting
End-to-end financial workflows including invoice approval, payroll processing, budget allocation, and tax compliance.
- Invoice Approval & Verification
- Monthly Financial Close
- Capital Expenditure Request (CapEx)
Human Resources
Structured people processes for recruitment, employee onboarding, performance appraisals, and offboarding.
- End-to-End Employee Onboarding
- Structured Candidate Interviewing
- Quarterly Performance Review Cycle
Sales Operations
Revenue-driving workflows covering lead qualification, contract negotiations, proposal generation, and handover to delivery.
- B2B Inbound Lead Qualification
- Enterprise Proposal & RFP Response
- Contract Review & Signing Workflow
Marketing & Demand Gen
Campaign execution, digital content production, event coordination, and marketing attribution workflows.
- Omnichannel Campaign Launch
- Content Production & Publishing Cycle
- Industry Webinar & Event Execution
Logistics & Fulfillment
Warehouse management, order dispatch, international freight routing, and return merchandise authorization (RMA).
- Outbound Shipment & Dispatching
- Warehouse Inventory Cycle Counting
- Return Merchandise Authorization (RMA)
Manufacturing & Production
Plant floor scheduling, Bill of Materials (BOM) management, equipment changeover, and scrap minimization.
- Daily Production Order Scheduling
- Line Setup & Tool Changeover
- Non-Conforming Material Quarantine
IT & Systems Operations
Incident management, access provisioning, software release pipelines, and disaster recovery testing.
- P1 Major Incident Response
- User Access Provisioning & Deprovisioning
- Cloud Infrastructure Change Management
Customer Service & Support
Tiered ticket escalation, SLA tracking, customer complaint investigation, and NPS feedback loops.
- Tier 1 to Tier 3 Ticket Escalation
- Customer Formal Complaint Resolution
- SLA Breach Incident Review
Quality Assurance & ISO
Internal audit cycles, Corrective and Preventive Actions (CAPA), document control, and supplier quality audits.
- ISO 9001 Internal Audit Cycle
- CAPA (Corrective and Preventive Action)
- Controlled Document Revision Workflow
Legal & Compliance
Contract review cycles, Non-Disclosure Agreement (NDA) execution, GDPR data request response, and IP protection.
- Standard Commercial Contract Review
- Bilateral NDA Signing & Archival
- GDPR Subject Access Request (DSAR)
Procurement & Sourcing
Vendor qualification, purchase requisitioning, supplier performance review, and contract renegotiation.
- Supplier Evaluation & Qualification
- Purchase Order Requisition & Release
- Annual Vendor Performance Appraisal
Strategy & Governance
Annual business planning, quarterly OKR tracking, board reporting, and capital allocation decision flows.
- Quarterly OKR Planning & Review
- Executive Board Report Compilation
- Strategic Risk Assessment & Heatmap
Research & Development
Stage-gate product innovation, engineering change orders (ECO), prototyping, and patent filing workflows.
- Stage-Gate New Product Introduction (NPI)
- Engineering Change Order (ECO)
- Hardware / Software Prototyping Cycle
Facility & Equipment Maintenance
Preventive equipment maintenance, emergency breakdown response, spare parts inventorying, and facility inspections.
- Preventive Machinery Maintenance Schedule
- Emergency Machine Breakdown Protocol
- Critical Spare Parts Reordering
Supply Chain Management
Demand forecasting, safety stock calculation, multimodal transportation tracking, and customs clearance.
- Sales & Operations Planning (S&OP)
- Raw Materials Safety Stock Replenishment
- Import / Export Customs Clearance
Most popular business processes
Complete step sequences, role responsibilities, control points, and embedded risk controls.
Invoice Approval & Verification
End-to-end 3-way matching, validation, and multi-tier approval workflow for supplier invoices.
End-to-End Employee Onboarding
Structured 90-day onboarding journey from pre-boarding preparation to 90-day probationary review.
B2B Inbound Lead Qualification
Standardized BANT qualification framework transforming web inquiries into vetted enterprise sales opportunities.
Omnichannel Campaign Launch
End-to-end campaign planning, creative asset production, landing page QA, and performance attribution.
Outbound Shipment & Dispatching
Picking, packing, carrier booking, and bill-of-lading verification for outbound customer orders.
Daily Production Order Scheduling
Translating ERP manufacturing demand into plant floor line schedules, tool allocations, and shift rosters.
P1 Major Incident Response
Rapid response protocol for enterprise outages, security breaches, and critical service downtime.
Tier 1 to Tier 3 Ticket Escalation
Standardized triage and escalation pathway for complex customer issues and software defects.
ISO 9001 Internal Audit Cycle
Annual internal audit planning, departmental sampling, non-conformance reporting, and CAPA follow-up.
Standard Commercial Contract Review
Redlining, risk assessment, executive approval, and digital execution of commercial agreements.
Supplier Evaluation & Qualification
Due diligence, financial solvency review, and compliance verification for new vendor onboarding.
Quarterly OKR Planning & Review
Translating board strategy into cascading company, department, and team Objectives and Key Results.
Stage-Gate New Product Introduction
Rigorous innovation pipeline from concept feasibility to mass manufacturing production ramp-up.
Preventive Machinery Maintenance Schedule
Total Productive Maintenance (TPM) schedule to maximize asset uptime and prevent machine failures.
Raw Materials Safety Stock Replenishment
Dynamic reorder-point calculations and purchase orders to avoid production line stockouts.
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