Download proven process documentation PDFs — ready to use

Accounts payable is the aggregate amount of an entity's short-term obligations to pay suppliers for products and services which the entity purchased on credit. If accounts payable are not paid within the payment terms agreed to with the supplier, the payables are considered to be in default, which may trigger a penalty or interest payment, or the revocation or curtailment of additional credit from the supplier.

Accounts receivable is a legally enforceable claim for payment held by a business for goods supplied and/or services rendered that customers/clients have ordered but not paid for. These are generally in the form of invoices raised by a business and delivered to the customer for payment within an agreed time frame.

Expense reimbursement is a method for paying employees back when they spend their own money on business-related expenses. These expenses generally occur when an employee is traveling for business but can occur in other work-related situations.

The travel request process is an essential workflow for the organization where employees need to travel frequently for business. The lack of an appropriate travel request workflow process imposes the following challenges: Travel requests generated at the last minute results in expensive airfares and hotels. Lack of control over travel costs, budget limits and inefficient approvals. A request and approval process using spreadsheets and e-mails is difficult to manage and has no relevant transparency. This process brings a greater level of control for travel request, some of which may include: approvals, quotations, reservations and approval of expenses.

This Service Desk Request Resolution process outlines the steps taken by the support team to efficiently manage and resolve user requests or issues within an organization. The process begins when a user submits a request for assistance and continues through various levels of support until the issue is resolved or escalated, ensuring timely communication and resolution.

The main goal of the Incident Management process is to restore normal service operation as quickly as possible and to minimize the adverse impact on business operations.

Change Management requires discipline in the management of information technology services. By means of standard methods and procedures it promotes efficiency in the treatment of all changes in the IT infrastructure, thereby minimizing the number and impact of any incident. Changes in IT infrastructure may arise as a result of external factors such as changes in legislation or internal ones in search of greater efficiency and effectiveness such as new business initiatives, projects and improvements in service delivery.

The sales process is a structured series of steps designed to guide potential customers from initial contact to a successful deal closure. It helps sales teams manage opportunities efficiently, build strong relationships, and increase the likelihood of winning business. A well-defined sales process ensures consistency, improves forecasting accuracy, and supports alignment between sales, marketing, and delivery teams.

The customer service process flow provides the basic structure for managing customer relationship and tracking user contacts.

Process improvement is an aspect of organizational development in which a series of actions are taken by a process owner to identify, analyze and improve existing business processes within an organization to meet new goals and objectives, such as increasing profits and performance, reducing costs and accelerating schedules. These actions often follow a specific methodology or strategy to increase the likelihood of successful results.

Nonconformity is a failure to meet the requirements. Occurrence of nonconformity decreases quality of product, service or process. The failure can be related to lack of fulfilment of standards, documentation, quality regulations, requirements, contract requirements or customer and other interested parties requirements.