Routine Processes

Typically, a company that manages its affairs with regular processes, procedures and communication tend to have lower transaction costs and more efficient way of conducting its business. Processes, procedures and communication are tantamount with management of the business – and should all be focused toward delivering value for the customer.

The key difference between processes and procedures are outlined below:

• A process typically defines what needs to be done, at what time and by what function, it describes the necessary actions and requires having an element of what is called pre-audacity and an element of responsible function. Once the process is determined as per previously mentioned parameters, the question of how it is done is embodied in a procedure.
• A procedure is typically textual, with diagrams, simplified, and explains how to do something. While a process is commonly a diagram that shows what, when and who, a procedure then explains how it is done.

Using Routine Processes on Planium Pro Lite

To complete this section, on the left-hand side menu bar, click the + to expand the ‘Operations’ menu and select ‘Routine Processes’.

To add a new process, click ‘New’ in the table below and new fields will expand. Record any routine processes under the relevant resource tab.

• Marketing
• Operations
• Human Resources
• Innovation
• Finance
• Other

Click ‘Update’ to save changes.

Click ‘Report Preview’ to view the write-up in report format.