How to improve your business processes in three minutes

A step-by-step video and blog about how Demeter’s process management tool works.

Need to optimise your business processes but concerned you could be adding another degree of complexity?

It’s understandably a common concern when introducing new business technology. That’s why we have developed a short video and this blog to provide you with a straightforward step-by-step guide to the Demeter platform.

Watch the three-minute video here:

In a nutshell, the Demeter platform simplifies and standardises your business processes, providing greater visibility across your organisation so that everyone knows what needs to be done, when, and by whom. Business processes that underpin operations such as finance, HR, marketing and sales work more efficiently, making it easier to train new and existing staff, as well as to pinpoint and resolve problems that are slowing things down. It’s all about utilising the latest AI-driven technology to work smarter, not harder.

As the video shows, from the Demeter Home Page, you can easily work on tasks, track and manage all your business processes, and access frequently used apps. By default, all users land on the ‘my tasks’ list, so they can see every task that require their input in one place.

There are three main sections accessible from the Home Page:

1. Process Catalog

This is where you will find templated processes that you can deploy easily into your organisation. These processes are stress-tested and ready to use but can also be customised to your needs.

Templates in the Process Catalog include:

  • Employee Onboarding
  • Employee Offboarding
  • AR Credit Control
  • Accounts Payable
  • VPO Process
  • Recruitment
  • Holiday Requests
  • Exit Interview
  • Expense Claims
  • Grievance Procedures
  • Appraisals
  • Vendor Approval and Maintenance
  • Employee Engagement Surveys

In the video, we’ve used the ‘Holiday Request’ process as an example. The user simply clicks on the overview to bring up a diagram which shows exactly where they are in the process (Has holiday leave been approved? If so, have the details been added to the HR system?) and what needs to be done next. It’s an at-a-glance visual indicator of how well a process is working, so you and your staff no longer have to chase down why a task is stuck.

Speed up and improve your HR processes.

2. Processes

Under the ‘Processes’ section on the Demeter platform, you can see which tasks are active, what is required to complete the task, and who has responsibility. Once completed, the task is automatically moved to the right person’s work queue and the process is updated.

Each task is assigned a time period during which it should be completed. A colour-coded system shows whether the task is active, overdue, inactive or completed.

For every business process, the platform provides concise information and step-by-step guidance about what needs to be done and by whom. This improves workflow management, standardises your processes, makes it much quicker and easier to train staff, and create reports that provide a dashboard of processes that are most important to you. Your available reports can be run from here or be scheduled to run at a frequency of your choosing.

3. Creating New Business Processes

Companies that are most successful with process invest the time to document their processes, capturing what it is that they do. The beauty of the Demeter process management tool is that it can be used to map, document, and improve virtually any business process.

Our video shows you how to quickly create a new process for your business. In the ‘Process Designs’ section, you can access all the tools you need, in one convenient place, to create new processes for continuous improvement.

Improve ROI from your sales and marketing.

Improve Business Processes and Workflow Management

While optimising workflow management is an ongoing challenge for all businesses, the Demeter Work OS platform provides you with the top-down visibility and standardisation you need to make a lasting impact when growing or scaling your business.

The benefits of using the Demeter process management tool include:

  • Effective business process management
  • Continuous improvement tools that show you what to improve and how
  • Readymade templates for most major processes
  • Tools to create new processes as your business evolves
  • A platform to create repeatable and scalable business processes

We make process flow, so your business grows.

To take the first step towards improving business processes at your organisation, get in touch.

We make process flow, so your business grows.

To take the first step towards improving business processes at your organisation, get in touch.