Process Management

Process management helps companies increase efficiency, compliance, and work quality with automation.

What Is Process Management?

Process Management or Business Process Management (BPM) is the organizational discipline that provides tools and resources for analyzing, defining, optimizing, monitoring, and controlling business processes and for measuring and driving improved performance of interdependent business processes. You can also review the Gartner definition.

Process Management Is Not Just Software

Process management is a combination of people, policies, and technology. While software like Integrify helps streamline and automate workflow and processes once they've been developed, software alone is not enough.

Also, while BPM is typically managed as a top-down, organization-wide discipline, many of the tenets of managing expansive organizational processes can be applied within individual departments or business areas as well.

Check out our free, open Business Process Management Guide.

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The Role of the Business Analyst (BA)

The goal of any process management framework is to deliver improved results while ensuring the best use of existing resources. Process analysts are skilled in modeling future state business processes by conducting interviews, analyzing data, and using process modeling tools.

These models are then used when using workflow management tools to automate tasks (human or machine) that need to be performed during a process.

Learn about process and workflow analysis.

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Change Management

Because process improvement often requires new behaviors and technologies, change management is a critical part of the framework and individual process management projects. A great process rolled our poorly is likely to fail.

Training, coaching, and ongoing involvement with the process design among stakeholders and those affected by the changes help ensure the new process is adopted upon implementation.

Learn more about process management and the "New Rules for Change Management.."

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Key Process Management Capabilities


Business analysts review current workflows, interview participants, and discuss desired outcomes with management. The goal is to gain an understanding of how things are done and if the results are aligning with the business expectations. For instance, "What is the current method for handling customer merchandise returns and what has the impact been to revenue and profit?"


Process definition is a significant undertaking and involves scoping, prioritizing, and mapping business processes. Some efforts will simply begin defining the future, desired state while others, depending on the situation, will map current state processes first.


Key performance indicators need to be established (often in the process definition phase) so metrics can be tracked against them. This can be done through reports or dashboards and can focus on the macro or micro indicators (an entire process vs. process segments).


With effective tracking in place, an organization can effectively steer operations toward optimization or process improvement with agility. This means identifying process bottlenecks, resource issues, etc. and finding ways to improve the process on a regular basis. Business Process Optimization (BPO) is the redesign of processes to foster efficiency and strengthen the alignment of individual processes with a comprehensive strategy and goals. A BPM initiative may include BPO efforts but it also provides a robust framework for driving the organization through the major changes that arise from regulatory policies, adoption of new technologies, restructuring, growth, or marketplace dynamics.

bring everyone together with process mgmt

Get Your People and Processes on the Same Page

Watch our 2-Minute Demonstration video and see how Integrify can unite your people and processes in one easy-to-use, powerful platform.

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Process Management FAQs

Who is typically in charge of process management in an organization?

It depends. If process management is an enterprise-wide effort there may be project management offices (PMOs) in charge. In other cases, the Subject Matter Expert (SME) who knows the most about the process may lead the effort along with a team, sometimes pulled from different parts of the business to act as stakeholders.

What is Process Discovery?

Process Discovery is a technique to understand and document everything about the organization’s current business processes. To read more about it, check our blog post on the topic.

Is Process Management the same as Process Improvement?

Process improvement is a part, sometimes a result, of good process management. In some cases, simply documenting roles and processes can help improve workflow. Read more about process improvement.

How do you write process documentation?

There are a number of tools and tips for writing good, actionable process documentation available in our blog post "How to Write Process Documentation."



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