Process mapping
Documenting every step, decision, and handoff in a business process. The foundation of any automation project you cannot automate a process you haven't mapped. PURIST produces a process map for every client during the audit phase.
Expert insight
A process map drawn from what people say they do is usually wrong in ways that matter for automation, the actual process includes the workarounds and exceptions nobody mentions until the automated version fails on a case the map didn't cover. Mapping from actual historical records (support tickets, CRM activity) catches more of the real process than interviews alone.
In a real workflow
Before automating invoicing, the team maps every step from timesheet to payment, including who approves what.
Common mistakes
- Mapping the ideal process instead of what really happens.
- Skipping exceptions in the map.
Complexity level
Anyone can understand this no technical background needed.
Related terms
Automation audit
A structured review of your business operations to identify manual tasks that ca…
Workflow template
A pre-built automation that can be imported and customised. PURIST's Workflow Li…
Bottleneck analysis
Identifying the single step in a process that limits overall throughput. In auto…
See it in action
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Go deeper
Guides that cover Process mapping
Digital Workflow Automation: The Complete 2026 Guide to Architecture, Platforms, and ROI
Every vendor calls their product digital workflow automation, but the term spans three different technology generations. This guide defines what it actually means, how it differs from RPA, iPaaS, and BPM software, and what a production-grade architecture looks like.
Workflow Management System for Small Business: The Buyer's Guide
No-code automation, vertical software, or enterprise BPM: picking the wrong category costs more than picking the wrong vendor. A decision framework for choosing the right workflow management system for your small business.
Business Process Management (BPM) and Workflow Automation: Where Methodology Meets Tooling
BPM is a management discipline, not software. This guide covers process mapping, BPMN basics, governance, and the BPM lifecycle, and shows exactly where modern workflow automation tooling fits into it.