Process Improvement: Everything You Need To Know

Will Cannon

Last updated on January 2, 2021

Finding out where and how a process can be improved isn’t always easy. That’s why we wrote this article—to help you learn everything you need to know about process improvement. 

To make it simpler, we’ll go through the main things you need to master when perfecting and improving processes, such as:

  • Methods and techniques
  • Real-life examples of companies improving processes
  • Everything you need to help you improve processes

By the end of the article, you’ll know exactly how to improve your company’s processes, and you’ll have all the tools you need to start.

Let’s get into it.

What Is Process Improvement?

Process improvement is the practice of finding processes in need of optimization, analyzing them, and optimizing them to improve quality, performance, speed, or anything else that can make a process more efficient and provide a better experience for users and employees.

Depending on the company and industry, process improvement can have different names, like Continual Improvement Process (CIP), Business Process Improvement (BPI), and Business Process Management (BPN), to name a few.

Whatever you decide to call it, the purpose of process improvement is always optimization in one way or another.

But process improvement is usually tricky since it can be hard to figure out how to improve a process or even find the process in need of improvement in the first place.

That’s where process improvement methodologies and techniques come in.

What Are (Proven) Process Improvement Methodologies and Techniques

Here are some of the best and most-used process improvement methodologies and techniques used for multiple industries:


Kaizen is a business concept that promotes continuous improvement in all functions and employees, from interns to the CEO.

Based on the Sino-Japanese word for “improvement”, Kaizen usually favors lean and agile practices and focuses on improving all areas of the workplace through small changes in day-to-day work and work culture. Kaizen creates an environment that doesn’t punish mistakes but uses them as lessons on how to prevent them from happening again.

How to get started:

Kaizen is more of a philosophy that can be applied to multiple areas within your business, which is why it can be overwhelming to start with it.

To begin, standardize and measure all parts of a process according to their KPIs. You can start with flowcharts or even a simple step-by-step description.

Once you have your process mapped out, analyze which areas need improvement. Then, develop, implement, and measure improvements. Once the improvement has been proven, standardize the new process.


Kanban is a way to visualize your workflow so all employees, leaders, and business units understand it. Like Kaizen, it also encourages lean process improvement and embraces streamlining different processes as much as possible.

How to get started:

Although Kanban doesn’t provide a fool-proof way to start, it does give you three main principles to follow: Process visualization, Work limitation, and Cycle Time Optimization.

Taking that into account, you should start by understanding your current process and mapping it on a Kanban board, dividing each part of the process into different columns. Once the process is mapped out, add work in progress limits, which limit how many tasks can be in one column.

Once your Kanban board is in place, set up meetings so everyone can discuss which tasks they’ve done and what they’re planning to do. Finally, set up reports to measure how long tasks take, how many tasks are completed per team, and so on.


DMAIC is a tool that stands for Define, Measure, Analyze, Improve, and Control. This tool can be a great framework to improve processes.

By following these five steps, you can start improving processes methodically and systematically.

How to get started:

First, define what the problem is and how it affects the company. Then, measure the reason the process isn’t working by collecting all the needed data. Once you have it, start your analysis to find the possible causes of the problem.

Now, it’s time to improve the process and come up with potential solutions. Once you have a few ideas, control the process by making sure it works as intended with the added solutions.

Finally, start the process again from “measure” as needed until the process is fully optimized.

The “Five Whys” Analysis

The “Five Whys” is a very simple, but very useful methodology to find the root cause of any problem in your processes. Since it’s so straightforward, it’s a great method for discovering the problem you’re trying to solve, and it works very well with more advanced and complex methodologies that actually help you to solve it.

How to get started:

Start by determining the issue you’re trying to solve and assemble a team to fix it. Then, keep asking “why?” until you’ve found the root cause.

Although it may sound simple, the trick is knowing when to stop and giving as much thought as possible before answering each question.

This is how it looks in action:

Issue: Not enough customer awareness

  1. Why is our customer awareness not where we want it to be? Because our ads aren’t performing well.
  2. Why? Because the cost per user acquired is too high.
  3. Why? Because our ads don’t tag our target demographic very well.
  4. Why? Because our target demographic is wrong.
  5. Why? Because our customer data is incomplete.

Solution: Reassess customer data to develop a better customer persona.

How to Create a Process Improvement Plan

Here is the step-by-step method for creating a process improvement plan once you’ve decided which process needs improvement:

1. Map out your process

Start by visually representing your process to see it as a whole. You can use flowcharts, boards, or whatever tool works best.

Make sure you take into account every step and be sure to add enough information.

2. Analyze your process

Once you have your process mapped out, you can start analyzing it to identify where the issues may be.

Look for any issues in each part of your process, like delays, overspending, time wasted, and so on.

3. Redesign your process

Now that you’ve identified the problem, you need to come up with ideas for solving it.

This is a great moment to include your team and the relevant stakeholders since they may have valuable insight and can come up with a solution together.

4. Assign resources to solve the problem

Once you have a potential solution, it’s time to put it into action. Find out who needs to be included to solve the problem and create your plan for solving them.

Train everyone involved in the process about the potential solution and make sure they each know their new roles.

5. Implement your new solution

Now that everyone is up to speed, you can start implementing the solution. Break down the deliverables and create schedules so people can follow them easily. Make sure everyone knows who to go to if they have any questions about the process.

6. Monitor and keep optimizing

The problem isn’t improved once it’s solved, it’s improved once it’s documented. Monitor all results and data to document the changes the new solution has provided. 

Once the solution has proven effective, make sure to keep analyzing and optimizing as needed to ensure long-lasting improvement.

3 Real-Life Process Improvement Examples to Get Inspired

Here are three real-life process improvement examples and what you can learn from them.

Toyota Production System

Although Toyota doesn’t just rely on Kaizen as a philosophy, it is probably the easiest and most global one, making it a solution every company can learn from.

One of the biggest users of Kaizen is the Toyota Production System where Kaigen is successfully used as the translation of their slogan “Always a Better Way.”

Toyota has famously embraced the Kaizen philosophy to standardize workflows and improve productivity at every level of the Toyota Production System. This allows employees to train newcomers faster and more effectively and to identify issues and improve processes as they need to.

Kaizen is also used to improve employee relations since it empowers them to find issues and come up with solutions themselves. 

Although Toyota doesn’t just rely on Kaizen as a philosophy, it is probably the easiest and most global one, making it a solution every company can learn from.

Steal this idea:

A concept that stands out in Toyota’s Kaizen philosophy is the five S’s, which refer to Sort, Set in order, Shine, Standardize, and Sustain.

Start by sorting and removing all unnecessary items in your workplace. Then, set in order by having a specific place to store each one of your items, like tools and papers. Next, shine by cleaning and maintain cleanliness in all work areas, and by reducing noise and visual pollution.

Once these steps have been completed, standardize by making the upkeep a habit, and finally, sustain by applying the concept everywhere,

Fire & Safety Commodities

By filling up all information digitally, fire & safety commodities was able to perform inspections faster, safer, and more accurately

Fire & Safety Commodities is a company in charge of fire suppression system installation and upkeep serving New Orleans since 1979.

Like most things, fire inspections take a long time when done on paper. Also, paper may be subject to damage or loss. Even if nothing happens to it, it may still be unusable if the handwriting is poor. Fire & Safety Commodities knew this process was in desperate need of improvement.

The solution? Going paperless.

By filling up all information digitally, the company was able to perform inspections faster, safer, and more accurately. They could take pictures and upload them as part of the file and even allowed them and their clients to sign electronically.

By having digital assets, they were never in danger of losing the paperwork and could send the proposed solutions to the clients for signing within minutes.

Steal this idea:

There’s no better way to go paperless than with an online signature platform. Like Fire & Safety Commodities, you can also see an increase in productivity if you let people sign proposals online. There’s no need to go anywhere or to keep track of where you placed your contracts. You won’t even have to borrow a pen!

Sign up for Signaturely for free today and start streamlining your paperless approach for faster turnaround times and safe document signing.


Nordstrom has been operating for a century, and it’s a great example of how much you can benefit from working on your brand.

Nordstrom has been operating for a century, and it’s a great example of how much you can benefit from working on your brand.

When Nordstrom decided to open a store in New York (at the opposite side of the country from their Seattle operations), the company could have opted to use its reputation to sell clothes to New Yorkers. However, they decided to adapt to the New York market instead, by developing new technologies, like digital simulations of tailored suits, self-service returns, and much more.

This allowed Nordstrom to not only thrive in New York but to improve processes throughout the company.

Steal this idea:

The fact that nothing seems wrong with your company doesn’t mean you can’t improve anything.

When you experience a time without any pressing needs for improvements, invest in your company, and develop processes and technologies that will help you in the future. Try to continuously find ways to optimize your workflow, and don’t rest just because everything is moving smoothly. 

There’s always a better way.

Process Improvement Ideas: Here’s What You Can Improve

Are you looking for where to begin? Here are a few improvement ideas that are great for all companies:

Task Automation

Repetitive work is tiresome and boring for your employees. And what’s more, it takes your employees away from important work where their help is needed.

That’s why automation is vital for any company in the 21st century. Automation can remove the bulk of the work from your employees’ schedule and lets them focus where no machine can.

Previously, automation was a very complex and expensive process that involved a great deal of coding and preparation. Now, with task automation software like Zapier, anyone can do it.

Zapier lets you connect the software you’re already using and move data between your favorite apps. All you need to do is to set up a trigger and choose an action.

This can help you move new data from MailChimp to your CRM, automatically follow up with customers, and even get started on a project as soon as it’s approved.

By automating processes, you will free up time to spend with your users, setting up new campaigns, and working where you need to work.

Technology Adoption

While Zapier may let you connect your favorite apps, it will be useless if you aren’t using the right ones (or if you aren’t using any apps at all).

It’s surprising to see just how many modern companies are still using ink signatures, especially when we take into account that US businesses waste $8 billion a year on managing paper alone. That can be reduced by over 85% by simply using electronic signatures.

Online signatures allow you and your signees to review and sign documents anywhere, anytime, and from any device. You don’t need to meet someone in person to give them a document, then have their lawyers review it, then arrange another meeting to get corrections, then review, then sign. 

With online signatures, a process that took weeks can now be reduced to a few emails. And, to reduce the process even further, we created Signaturely.

With Signaturely, all you need to do is upload your document, prepare it, and send a signature request to get signed. It’s that simple.

You can set up a signature order for your document, send automatic reminders, and easily manage a ton of documents using just one tool. Plus, you will receive all of the benefits of a paperless, legally-binding solution at a competitive price.

Sign up and start using Signaturely for free.

Communication Improvement

All the automation in the world can’t fix bad communication. Miscommunication issues can easily overturn even the most seamless process. Luckily, there are a lot of communication tools you can use to make sure no voice goes unheard.

Start by establishing a healthy communication culture where all teammates are free to share useful feedback regularly.

Once you’ve established a healthy culture, complement it with the right software so you won’t have to rely only on emails and in-person communication.

Google Drive allows your team to comment on documents so you always know where the right context is. Zoom and Skype allow you to see your teammates face to face, regardless of where you are. And of course, Slack is the gold standard of business communication.

If you start with a good culture, all you will need is to find software to complement it.

These Are the Best Process Improvement Tools

These tools will let you create a great foundation to find processes in need of improvement:

Cause and Effect Analysis

It’s hard to solve a problem when you don’t know what’s causing it. That’s where a cause-and-effect analysis comes in.

Through this technique, you assess the problem through six areas or causes to find out which one is having a negative effect: materials, machine, method, personnel, measurement, and environment.

This technique allows you to evaluate a problem with no apparent cause through a good and proven framework and guides you to natural steps toward solving it.

Pareto Chart

The Pareto Chart is a tool used for analyzing which decision is the best one to make. 

The chart is based on a simple principle: “80% of problems can be solved by eliminating 20% of the causes they stem from.” This idea originally came from Vilfredo Pareto and means that small actions can solve large problems.

The Pareto Chart usually takes the form of a bar chart, where each bar represents the corresponding factors to a certain magnitude. These bars are ordered from least to greatest, from right to left.

With this chart, you can know and show which are the most influential factors in an issue. You may then find the root cause behind the issues and determine the right actions to take.

Value stream analysis

Value-stream mapping is a management method used when you want to analyze the status quo and design a future status quo tailored toward specific needs and events.

You can use it to understand how your company provides value to your customer, so you can optimize the process to provide it. This can extremely helpful when you are looking for ways to improve processes by cutting unnecessary activities and expediting your client’s “aha!” moment.

Process flowcharts 

Usually, the first step of process improvement is to visualize your current process. Process flowcharts allow you to visually represent your process simply and intuitively.

However, process flowcharts also allow you to add detail to truly reflect the magnitude of each step while keeping it as easy to understand as possible for someone who’s not familiar with it.

This makes process flowcharts great tools not only for analyzing but for explaining your process to people without your background.

3 Process Improvement Plan Templates You Can Use to Get Started

Here are 3 process improvement plan templates to get you started:

General Process Improvement Plan 

If you want a simple template to get your process improvement started, AtYourBusiness gives you this Process Improvement Plan

If you want a simple template to get your process improvement started, AtYourBusiness gives you this Process Improvement Plan. With it, you can easily translate your ideas into a plan to follow so you can improve your process.

This is a great template for anyone looking to take immediate action, measure it, and communicate with others.

5-step Business Planning Model

You can avoid making mistakes while implementing a new solution through this 5-step model template by South Riding Consultancy.

It can be hard to improve a process when there’s a lot to be done. And when there are a lot of moving pieces in your plan, only one of them needs to fail for the whole thing to come down.

You can avoid making mistakes while implementing a new solution through this 5-step model template by South Riding Consultancy. With it, you can start implementing solutions, no matter how large, one step at a time.

30-Day Performance Improvement Plan 

Process improvement can often involve optimizing your employees’ performance. However, talking to them about their performance can be hard, especially when they haven’t performed well.

This free template for a 30-Day Performance Improvement Plan by Smartsheet makes the conversation far easier. Through data-based decisions, you and your employee can work together to create an improvement plan to optimize performance.


Process improvement is rarely easy. Finding the root cause of a problem, creating a plan to solve it, and taking that plan into action can be quite challenging. However, it’s always worth it to do it.

There’s no such thing as a perfect process, but with the right tools and methodologies, you can get as close as possible.

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