HEFLO is business process documentation software in which you edit the online process flows and the documents are automatically generated.
Free and in the cloud with HEFLO you can model, analyze, map, optimize, automate and, of course, document processes in an agile way, and all this in BPMN 2.0 notation. Complete business process documentation software, which creates professional and beautiful documents.
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With HEFLO all your process diagrams are stored in the cloud. You can access from anywhere, anytime. All you need is a browser and Internet connection. Professional documentation, download of the flow as a picture, exportation and version control. All this in a free plan for modeling and documentation.
Small businesses are very important to the economy, but using the best business process documentation practices can be an expensive challenge for them …
We detected this current gap in the market for business process documentation software, with the needs of today: easy and intuitive to use, cloud based and collaborative; with a modern interface that helps teams analyze, optimize and document processes in an integrated and efficient manner, saving ‘clicks’.
Now this market demand has been met and you can see how documenting business processes has become more pleasurable with our software. It’s complete, and encompasses all BPM: creation, analysis, design, optimization, and direct documentation in the diagram, and it’s all exportable and shareable in various formats, generating impeccably laid-out documents automatically.
With HEFLO it’s possible to create processes from the beginning, import process flow documents from other tools (BPMN layout) or use our free and ready to use business process documentation templates.
BPM software must be able to document, quickly and simply, all process elements, performers, flow types, pools and lanes. By clicking on the pool you are able to define its name and make comments for the documentation; the lanes in addition to these two features, determine the performers. And the tasks, you must define:
You must name the initial events, have an explanatory text, and classify them into types (message, timer, conditional, sign, multiple, parallel or normal). It is necessary to determine the conditional deviations (gateways) to imply decision making, the explanatory text for documentation and its type (exclusive, parallel, inclusive, event, complex, exclusive initial event or initial parallel event). For flows it’s necessary to point out the condition that they are following (often “yes” or “no”) and determine their type (regular, standard or conditional). There is also the intermediate events, which can be of various types (conditional, timer, message, sign, multiple, parallel or escalation), the final events should be classified (normal, message, multiple, sign escalation, cancel, offset error, closing). The business process documentation software enables documentation by just clicking on each element of the diagram.
Good business process documentation software complies with the best UX and ergonomic practices. The design of the interface is intuitive, and the whole layout should be designed to facilitate the reading of the documentation and understanding the process: this is a challenge! Process documentation does not need technical knowledge. Hovering the mouse over the diagrams elements, the BPM software then indicates the possibilities and fields to be filled so that the documentation can be perfect. With a WYSIWYG (What You See Is What You Get) editor you can format each text and customize the design (italics, alignment, bold, etc.) The automatically generated documentation is exportable in various formats such as PDF, Word, HTML and Excel, as well as, BPMN ofcourse. The end result, as well as being beautiful and attractive to read, should be everything process documentation should be: all item headers indexed with a form of process identification, the diagram itself, the performers and their responsibilities, pools and lanes, each with the steps to be taken with details of elements, flows, tasks and those responsible.
When choosing business process documentation software, look for a complete tool that allows you to: design processes from scratch or easily import processes from other tools that you want to optimize. Process documentation software should allow the categorization of the process to form a query library. It goes like this; you assemble the AS-IS process quickly and professional documentation is then promptly ready to be shared with the team, which begins the improvement proposal phase, all online and collaborative. You can design the TO BE process efficiently and assertively, ensuring that your tasks add more value to the production chain. With all tasks defined and documented, it’s time to implement improvements and monitor them. Do automation, define business rules and integrations. As data is collected, compare the results with what was planned in the TO-BE and identify new possible optimization within the BPM cycle of continuous improvement.
BPMN 2.0.
The notation that’s the
most accepted in the world.
Free and in the cloud.
Design, document
and export processes.
Library of processes.
Use it for free or import
from other software.
Document intuitively.
Drag, drop, and
directly edit diagrams.
Export in just 1 click.
In BPMN, PDF,
HTML and Excel formats.
A complete tool.
From analysis to
documentation in one tool.
1
Click here o access the business process documentation software.
2
Enter your email and a password.
3
Start using: drag BPMN elements and document your flows.
Documenting processes is not a consequence of optimization but an integral part of BPM from the beginning. Before seeking possibilities for improvements, you need to document the “AS IS” process and formalize consensus from the team.
Then you have to document the optimized “TO BE” process, creating parameters to compare results with what was planned.
The goal is to create a database for new processes, up to date indicators, manuals and training.
We must have an overview of the company’s products and/or services and value chain activities, putting them in chronological order (some in parallel), define the start and end of the processes.
The main elements are: input and output, systemic functions, those responsible and descriptions of tasks.
Documentation can be made by direct observation, interviews, structured questionnaires and survey meetings (JAD) only those who actually participate in the process.
Understand the company’s strategic objectives and align the project with them; maintain them in the value chain; choose good indicators; document opportunities for improvement; avoid embracing overly large processes; call the right people to the meetings; use updated business process documentation software; determine a level of depth for the adequacy of information; share information and communicate all the time; align expectations and, this is key: Get the support of the strategic levels of the organization.
If you have not had great experiences with process documentation, you will love HEFLO. You can draw diagrams inspired by our ready made business process documentation and diagram library, designed respecting the best practices of BPMN 2.0.
There are several types of processes; Support processes (such as travel requests, employee onboarding and reimbursement) Management (process improvement and non-compliance) as well as some Primary processes (sales and ITIL incident), depending on the necessities of your company.
Make your employees feel comfortable from the first day. This flow includes all previous steps to their arrival and the basic steps for their integration into the team.
Ensure economy and avoid waste or item shortages with an automated and reliable process: Ordering, item availability checks, purchasing and shipping.
There is nothing better than relying on a standardized process and allowing employees to travel with more ease and confidence. The steps of this process begin with the application followed by the approval, flight and hotel bookings and then the advance and validation of travel expenses.
The sooner you register, the sooner you’ll start receiving documented processes. And in a few weeks you will have several practical examples of business process documentation with ready to use diagrams.
