Business Process Documentation

"Capture and document business processes, clearly and accurately, described with automatic screenshots, input data and actions - supported by users’ comments and annotations"

The are many reasons to understand exactly how your key systems are used in practice.  This may include reasons such as staff training, change impact, operating procedures, RPA creation, test planning, audit and upgrade planning. Gaining this understanding, especially in extensive core operational systems like your ERP or CRM can be long-winded, time consuming and painful. A key reason is that the knowledge of what the system does and how it is used resides with users in their various departments such as finance, HR, sales, production, distribution and service etc.

The IT department must refer to these users to gain that knowldge, but access is limited, causing project time frames to be extended and incurring additional costs. At the same time, IT teams do not want to disturb business users.  We can help enable you to document how users perform business process automatically and with minimal impact on their day to day activity.

Qualify Documenter - The perfect companion

 The perfect companion to clearly and accurately capture exactly how users work and interact with systems, whether within single systems or across multiple applications.

The data captures provides the platform for understanding and development of process improvements, process automation, test cases, automated tests, standard operating procedures and training materials. It ensures there are no gaps in understanding enabling a complete picture to be developed.

original-software-process-documentation-image-01
original-software-process-documentation-image-01

Qualify Documenter - the perfect companion

 The perfect companion to clearly and accurately capture exactly how users work and interact with systems, whether within single systems or across multiple applications.

The data captures provides the platform for understanding and development of process improvements, process automation, test cases, automated tests, standard operating procedures and training materials. It ensures there are no gaps in understanding enabling a complete picture to be developed.

original-software-process-documentation-image-02

Document end- to-end processes.

Where additional explanation is required the user or the subsequent reviewer can append comments and notes for enhanced clarity.

The easily read and absorbed output in the form of Word documents or animated ‘videos’ means that consumers can quickly see extactly what steps and inputs are involved in any process.  It avoids ambiguity, doubt and wasted time.

original-software-process-documentation-image-02

Document end- to-end processes.

Where additional explanation is required the user or the subsequent reviewer can append comments and notes for enhanced clarity.

The easily read and absorbed output in the form of Word documents or animated ‘videos’ means that consumers can quickly see extactly what steps and inputs are involved in any process.  It avoids ambiguity, doubt and wasted time.

Training manuals and Animations

Document the entire business process in clear English.

High quality pictures are interspersed with the details of every mouse action and keyboard entry.

Remove any redundant entries and enhance with bubble text.

Output your training guide automatically as a Word document, PDF or an animation.

Test case creation

Capture exactly how business processes are carried out and the different scenarios found in real life

Take the steps and data and export to test cases

Standard operating procedures

Capture exactly how business processes are carried out and spot descrepancies in procedures.

Create clear documentation in Word, PDF or animation form

Build a reference library of SOPs

Business Process Documentation

Its important to be able to document those  end to end processes that span multiple applications. A vendor user guide falls short, lacking the environment specific information that will make it fit for purpose.

Here’s an easy way to capture that SME expertise from your savvy business users and turn into a reference document or video.

Watch or download the transcript here.

Our products

original-software-qualify-documenter-process-documentation-00

Qualify Documentor

Document processes end-to-end across any application.
original-software-qualify-documenter-process-documentation-00

Qualify Documentor

Document processes end-to-end across any application.

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