Key benefits of defining your processes
When we talk about functions, procedures, and Business Process, we notice an important difference: the order. A function can be a process (such as...
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What We Offer
We drive business growth by improving operational efficiency through process optimization, smart automation, and cost control. Our approach boosts productivity, reduces expenses, and increases profitability with scalable, sustainable solutions
Customer Experience
We design memorable, customer-centered experiences that drive loyalty, enhance support, and optimize every stage of the journey. From maturity frameworks and experience maps to loyalty programs, service design, and feedback analysis, we help brands deeply connect with users and grow sustainably.
Marketing & Sales
We drive marketing and sales strategies that combine technology, creativity, and analytics to accelerate growth. From value proposition design and AI-driven automation to inbound, ABM, and sales enablement strategies, we help businesses attract, convert, and retain customers effectively and profitably.
Pricing & Revenue
We optimize pricing and revenue through data-driven strategies and integrated planning. From profitability modeling and margin analysis to demand management and sales forecasting, we help maximize financial performance and business competitiveness.
Digital Transformation
We accelerate digital transformation by aligning strategy, processes and technology. From operating model definition and intelligent automation to CRM implementation, artificial intelligence and digital channels, we help organizations adapt, scale and lead in changing and competitive environments.
Operational Efficiency
We enhance operational efficiency through process optimization, intelligent automation, and cost control. From cost reduction strategies and process redesign to RPA and value analysis, we help businesses boost productivity, agility, and sustainable profitability.
Customer Experience
Marketing & Sales
Pricing & Revenue
Digital Transformation
Operational Efficiency
When we are part of an organization, we interact with different areas, each composed of teams, systems, and workflows that collectively contribute to achieving the company’s objectives. These areas do not operate in isolation; rather, they function as interconnected units that rely on efficient communication and collaboration. This synergy enables the seamless execution of tasks that ultimately result in a product or service delivered to various customers. However, ensuring that each business process runs smoothly without unnecessary delays, bureaucracy, or outdated methodologies requires a deep understanding of operational workflows and a commitment to continuous improvement.
Therefore, it is essential to recognize that processes are a structured sequence of tasks related to each other, where inputs are transformed into an expected outcome. Every Business Process plays a crucial role in achieving organizational efficiency, and a process survey becomes a fundamental tool in documenting, defining, and refining these workflows. A process survey consists of identifying, mapping, and structuring the step-by-step activities carried out within an organization, providing a clear framework that highlights its identity, characteristics, and objectives. As organizations grow and evolve, the increasing demand for structured workflows and cross-functional collaboration makes it imperative to establish processes that not only optimize day-to-day operations but are also easily understood, measurable, and adaptable for continuous improvement.
Index
What is it?
As mentioned above, process mapping allows organizations to understand the various activities, routines, and procedures. These processes range from operational, support, and strategic ones. An adequate process survey is a valuable tool; you should execute it with periodic reviews, easy to understand, establish action plans and make relevant improvements. You can capture these surveys in flowcharts, process maps, SIPOC, or in a standard procedure.
How can I build a process in just six steps?
Once we know what a process is and the importance of doing a process survey, how should I start? Who are the parties involved? We can be overwhelmed by these and many other questions. With these 6 points that I will describe below, we are ready to jump into the water and take the reins in this great work:
We cannot overlook going further if you have the As-Is processes survey ready. It is necessary to get closer to our objectives with more mature processes, going into the To-Be processes. The processes where you want to go, where the organization is going.
Advantages
By collecting all the processes, the information generated, besides being very valuable, allows you to:
Taking the time to elaborate on this exercise will give us a good definition, able to provide us with a global and interrelated idea of all the areas and their processes, leaving aside the erroneous notion of working in silos without the cooperation and participation of all.
Of course, each organization has its challenges, assignments, and day-to-day workload. So you can contact us for a consultation. We will be pleased and willing to help you with your doubts in this exercise. You can visit our website icx.co
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