Resources

Most process teams capture meeting notes. Few ever use them to improve their processes. That’s a missed opportunity. Meeting transcripts and summaries are rich with clues — recurring issues, delays, handoff gaps, or suggestions that surface week after week but never...

Process discovery workshops are messy. You’re gathering ideas, mapping workflows, capturing frustrations — and often trying to facilitate, listen, and take notes at the same time. Add in multiple stakeholders and shifting scope, and it’s easy to miss important...

Getting executive buy-in for process change is a lot of work. And one of the fastest ways to earn it is to present a clear, well-structured business case. But most process professionals don’t have time to build those cases from scratch — or the confidence that they’ve...

Have you ever tried to explain a messy process to someone outside your team — only to watch their eyes glaze over? Whether it’s a cross-functional stakeholder, a new hire, or a senior leader with limited time, translating complex process logic into clear, simple...

Every process professional has them — those repetitive, manual tasks that eat up hours but still need to get done: documenting steps, updating logs, drafting emails, comparing spreadsheets, and chasing down loose ends. These aren’t glamorous, but they’re essential to...

If you work in process improvement, business analysis, or operations, you know the hard truth: redesigning a process is only half the battle. Getting people to understand it, support it, and follow through is just as important — and often more difficult. That’s where...

How to Use ChatGPT to Prepare for Stakeholder Meetings You’ve got a meeting with leadership. Or maybe a cross-functional working session. Or a one-on-one with a skeptical stakeholder. No matter the setting, when you're leading process work, communication is...

How to Use AI to Analyze Customer Feedback and Spot Process Issues Every process professional knows that some of the best improvement opportunities are hiding in plain sight — buried in customer complaints, support tickets, escalation emails, and chat logs. But most...

Writing standard operating procedures (SOPs) is one of the most common — and dreaded — tasks process professionals face. It’s essential, time-consuming, and often delayed until the moment someone says, “Do we have a documented process for this?” Thanks to generative...

How to Use AI to Document Business Processes (Even Without a Tech Stack) Documenting business processes is foundational to process improvement — but it’s often the first thing that gets skipped when deadlines loom. Whether you’re prepping for automation, compliance,...

Let’s be honest: most “AI for business” advice is either too high-level or too technical to be helpful. During the development of our AI for Process course, I spoke with dozens of BPMInstitute.org members — analysts, architects, and process leads — who were already...