How to Create a Process Flowchart

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Posted by Allison Lynch |

Part 1: What is Process Flowchart?

Industrial plants in the chemical and process engineering fields have a multitude of major working parts and components. Process flow charts are used to depict the relationship between all of these parts. They are often used by professionals in the fields mentioned to illustrate a process that takes place in the plants. The symbols and notation used in process flow charts are often more complex than that of a regular flowchart.

Proper documentation of the complex processes is a major benefit of using process flow charts. This can facilitate analysis of the process, enhance team communication, and offer a standardized representation of a process that will lead to increased efficiency.

Part 2: How to Make Process Flowchart?

Preparatory Work

Research

How to quickly understand the principle of operations? Are there research skills need to know about?

Collate and Present

Whether there is the ability to quickly translate research result into the process flowchart? Whether there was the flowcharting knowledge before? How to evaluate a business process diagrams, good or bad?

Review and Confirmation

Whether the process flowchart reflects the reality of the business?

Maintenance

The process is constantly changing, whether the process flowchart can be revised rapidly?

Start to Create a Process Flowchart

Step 1: Start EdrawMax.

Step 2: Navigate to [New]>[Flowchart]

process flowchart step 1

Step 3: Select one process flowchart template to edit on it or click the [+] sign to start from scratch.

process flowchart step 1

Step 4: You can export the file to Graphics, PDF, editable MS Office file, SVG and Visio vsdx file.

export and save

Step 5: And you can share your diagram with others via social media and web page.

workflow diagram step 2


Watch this video to learn more. If the video doesn't play, please visit it at YouTube.



Part 3: Process Flowchart Examples

Example 1: Sales Process Audit Flowchart

A sales cycle starts by creating a buyer’s persona and understanding how the product can have an impact on the target audience. To ensure that the sales cycle is running smoothly and has no quality issues, a regular sales process audit is necessary that can be understood using a proper flowchart. A company’s sales audit is a detailed analysis of a company’s sales process, reviewing everything from the sales team, software to the strategy that will result in more leads.

Sales Process Audit Flowchart

Example 2: Audit Process Flowchart

The audit process in a company generally starts from getting several auditors on board and understanding how they will conduct the audit process. An audit process flowchart can help understand the categories of the audit’s main stages, including the planning stage, audit evidence-gathering stage, and the final completion stage, where a final report is submitted.

potential customer renew policy workflow
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