Process flows define the steps an organization can take to implement processes. These customizable sample process flows from KnowledgeLeader use Microsoft's Visio tool to map out various business processes and projects in visually appealing flowcharts.
We offer over 60 process flows that offer a wide range of support. Some of KnowledgeLeader's most popular process flows are listed below. For a full list of available items, visit our Process Flows content area.
ACCOUNTING/FINANCE PROCESS FLOW SAMPLES
Health Insurance Broker/Agent Process Flow
This flowchart defines the steps for establishing a health insurance broker/agent process. This document should be used as a general guide to understand and review this business process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.
Treasury and Cash Management Process Flow
When cash flows are improperly monitored and adequate controls to prevent fraud and misstatements aren’t in place, there is a large amount of pervasive business risk. This tool includes two sample process flows that can be used as a general guide to understanding and reviewing the steps in an organization’s treasury and cash management process. This document should be used as a general guide to understand and review this business process.
INTERNAL AUDIT PROCESS FLOW SAMPLES
Accounts Receivable and Cash Application Process Flow
Cash application is a process relating to accounts receivable (AR), where incoming payments are applied to the corresponding customer invoice. Whether it is a cash or wire (EFT) payment, a monthly bank reconciliation is performed by the accounts payable (AP) assistant and the AR assistant within two days of month-end. It is then reviewed, signed off and filed by the financial controller. This process flow focuses on the AR and cash application process and outlines steps.
Data Conversion Process Flow
Data conversion is the conversion of computer data from one format to another. This sample process flow details the steps involved in the conversion of data from one application into another application. For the purposes of this document, converted data is considered to be any data being moved from the legacy system to the new system. Converted data may or may not be manipulated/modified between these two systems.
PROCESS-LEVEL CONTROL PROCESS FLOW SAMPLES
Vehicle Production, Planning and Scheduling Process Flow
The process of manufacturing vehicles requires extensive planning, scheduling and controls. This sample process flow focuses on vehicle production, planning and scheduling, focusing on steps such as reconciling actual production with the sales forecast, developing and reviewing marco plan based on the sales forecast, comparing monthly production plans, developing a sales mix based off of planned production information, and creating a production sequence.
Acquisition Process Flow
This acquisition process flow offers procedures for identification and assessment of the target company; due diligence; finalizing the acquisition; purchase price accounting covering purchase price disbursements, SEC disclosure requirements, and purchase price allocation; direct costs; opening of new legal entities; and subsequent accounting. This document should be used as a general guide to understand and review this business process.
INTERNAL CONTROLS PROCESS FLOW SAMPLES
Revenue and Accounts Receivable Process Flow
This process flow details the steps involved in the processes within the revenue and accounts receivable function, including contract review for nonstandard pricing with direct and non-direct customers. This document should be used as a general guide to understand and review this business process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.
Financial Reporting Process Flow
This process flow details steps for the annual reporting on Form 10-K and quarterly reporting on Form 10-Q. This document should be used as a general guide to understand and review the reporting process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.
CREDIT AND COLLECTIONS PROCESS FLOW SAMPLES
Order Entry, Billing and Shipping Process Flow
There are many steps involved from the time a customer places an order to the time their order is delivered to them. To manage the many steps, this process flow provides a sample process flow for order entry, billing and shipping. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.
Product Pricing Process Flow
A business' product pricing strategy is essential to its success. Product pricing is the process a business goes through when it sets the price to sell its products and services; this sample process flow focuses on the product pricing process. This document should be used as a general guide to understand and review this business process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.