Process mapping guides
Practical guides to map, document, improve and govern business processes. Explore worked QueryChart examples, then open the matching editable template.
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Flowchart & Process Mapping Guides
Learn how to map, document and visualize workflows, decisions and business processes using practical flowchart examples.
- How to make a flowchart
- How to create a process flowchart
- How to create a workflow diagram
- How to create a decision flowchart
Excel, CSV, Visio & Data-Driven Diagram Guides
Prepare spreadsheet rows, import CSV data and compare the current Visio routes for editable flowcharts and swimlanes.
- How to create a flowchart from Excel
- How to create a flowchart from Excel in Visio
- Excel to Visio Flowchart: Map Rows, IDs and Decisions
- Import Excel data into Visio: link rows to shapes
Swimlane & Cross-Functional Process Guides
Show ownership and handoffs across roles, teams and departments with worked swimlane diagrams.
- How to create a swimlane diagram
- How to create a cross-functional flowchart
- How to map roles and responsibilities in a process
- How to map process handoffs
SOP & Process Documentation Guides
Write usable procedures, turn steps into visual SOPs and keep revisions under control.
- How to create a flowchart from an SOP
- How to document a business process
- How to standardize a business process
- How to create an SOP flowchart
Process Improvement & Operational Excellence Guides
Find bottlenecks, make handoffs visible and improve a mapped process without losing its exceptions.
- How to map a business process
- How to create a process map
- How to map process handoffs
- How to identify bottlenecks in a process
Quality Management & Continuous Improvement Guides
Map CAPA, nonconformance, inspection, complaint and change-control workflows using domain-specific examples.
- How to create a CAPA process
- How to create a non-conformance process
- How to create a change control process
- How to create a complaint handling process
Governance, Audit & Compliance Guides
Build traceable audit, risk, document-control and compliance processes with clear owners and records.
- How to create a CAPA process
- How to create a change control process
- How to create a risk assessment process
- How to create a document approval workflow
Organizational Chart & Company Structure Guides
Prepare reporting data and distinguish an org tree from the approval flows that follow it.
- How to map roles and responsibilities in a process
- How to create an org chart from Excel in Visio
- How to map an approval process
- How to create an organizational chart from CSV
Approval Workflow Guides
Map approval gates, responsible roles, exceptions and records across finance, procurement and document control.
- How to create an approval workflow
- How to create a procurement process
- How to create a purchase order process
- How to create a change control process
Process Governance & Version Control Guides
Track revisions to SOPs, process maps and controlled documents, then connect changes to approvals.
- What is version control for documents, SOPs and processes?
- How to version control a document
- SOP Version Control: Numbering, Approval and Revision History
- Version control for process documentation and process maps
AI Flowchart & Process Mapping Guides
Start a diagram from a prompt, document or procedure, then review the generated steps and branches.
- How to create a flowchart with AI
- How to create a flowchart from text
- How to create a flowchart from an SOP
- How to create a process map
Business Process Automation Guides
Map the current workflow, decisions and exceptions before handing a process to an automation system.
- How to Create a Process Map Without UiPath
- Process Mapping Without RPA: When Documentation Is Enough
- Business Analyst Process Documentation: From Requirements to Review
- RPA Candidate Assessment: Map Before Automating
Process templates
Looking for a process rather than an organisation? The template library covers onboarding, approvals, procurement and more, each one a ready-made flowchart.