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3 DIAGRAMS TO MAKE YOUR PROCESSES MORE VISUAL

Reading time: about 5 min

Process visualization helps provide another perspective of how your workflows,
processes, and systems work across your team. By objectively seeing the details
behind your process, your team can troubleshoot and plan changes more
effectively. You can keep stakeholders in the loop and make changes that are
informed by your real circumstances. 

To help you visualize processes, there are different types of visuals that are
particularly helpful—in this blog post we talk about three. You can adapt these
diagrams to fit your organization, use cases, and teams. 


FLOWCHART WITH SWIMLANES 

Swimlane flowcharts help to visualize the interactions and connections between
various aspects of a process including hand-offs from one team or department to
another. With the visuals depicted in a swimlane flowchart, your team can
identify inefficiencies and redundancies, bringing clarity and focus to
operations and process structures. 

Sometimes referred to as cross-functional diagrams, these diagrams resemble a
swimming pool with marked lanes that are used to designate different sections of
a process. 


WHEN WOULD YOU USE A FLOWCHART WITH SWIMLANES?

Using symbols and both vertical and horizontal lines, a flowchart with swimlanes
helps teams see how processes are constrained, where there are potential
bottlenecks, and where processes should be cleaned up or clarified. 

 * Visualize complex processes: Flowchart with swimlanes are great for showing
   processes with multiple parties, moving parts, and contributions. You can see
   at-a-glance connections among different aspects of your organization while
   also understanding flow, transitions, and chronology. 
 * Depict actors or characters: Activity within your process is driven by
   different actors within and outside your organization. With a swimlanes
   chart, you can show the impact of each actor and how they keep the process
   moving along. 
 * Link events together: You can break your process down into distinct events
   within your diagram, yet link them together so your team understands what
   happens as you move from one event to the next.  


EXAMPLES 

 * Basic flowchart with swimlanes: Separate different departments and show one
   or more processes. 

Flowchart with swimlanes example (click on image to modify online)
 * Process flow: With a process flow diagram, you can show how responsibility
   and action are divided in a process. 

Process flow example (click on image to modify online)


FUNNEL CHARTS

Funnels empower you to visualize data, working just like real funnels to
demonstrate the transition of information through a process. A funnel can show
movement from one step to another, or a narrowing down of information. 

Drawn to look like a real funnel, a funnel chart shows a progression through
steps. The widest part of the funnel moves to the narrowest part of the funnel,
showing the starting point transitioning all the way over to the endpoint. The
first stage is the largest section, followed by successively smaller stages. Not
everything that starts at the beginning of the funnel reaches the end of the
funnel. 


WHEN WOULD YOU USE A FUNNEL CHART?

Used for marketing, operations, HR, and other types and structures of
information and content, funnels are easy to adapt and modify to different
purposes. You can start with a template and adapt it with specific details, or
you can create a funnel from scratch. Often sales or marketing contexts are
where funnels really shine.

 * Great for high-level visuals: Funnels are helpful places to start for
   high-level conversations before you begin a deeper dive into the data. 
 * Easy to use and understand: Funnels show clear progressions from one step to
   the next and are relatively adaptable. 
 * Adaptable to different functional areas: You can use a funnel with different
   departments and functions within your organization. 
 * Shows transitions and change: For use cases where you need to visualize a
   change or evolution from a starting point to the end, funnel charts are
   ideal. One popular use is in marketing to show the customer journey: how new
   prospects become more familiar with a brand, make a purchase decision, and
   become enthusiastic fans. 


EXAMPLES

 * Horizontal funnel: Horizontal funnels are great for showing transitions that
   are time-bound or impacted by change. For each stage from left to right, you
   can show which teams are involved and what happens during that part of the
   process. 

Horizontal funnel (click on image to modify online)


ROLES AND RESPONSIBILITIES FRAMEWORK 

Through a roles and responsibilities framework, you can depict how employees
work and report to each other within your company or while completing a project.
Team members can quickly determine who they should check in with or ask about a
particular issue, simplifying the training and onboarding process. This is a
helpful type of chart to create for your team and adapt whenever new people join
your organization. 

Working from a framework template or from scratch, you can create a roles and
responsibilities framework that reflects your specific use case. 

Your roles and responsibilities chart may show a hierarchy among your team
members, clarifying who in the organization reports to whom and what
responsibilities they hold. These charts look something like a tree or network
and can include names, photos, titles, and an accompanying list of
responsibilities that go with different roles. 


WHEN WOULD YOU USE A ROLES AND RESPONSIBILITIES FRAMEWORK? 

You can use this type of diagram for an organizational chart, help new employees
understand the organizational structure of your company, and use this diagram
within your human resources department to help identify gaps and challenges in
your organizational structure. 


EXAMPLE 

 * Roles and responsibilities framework example: By visualizing the
   relationships between different roles, you can see how the responsibilities
   for each position relate to each other in this diagram. 

Roles/responsibilities framework (click on image to modify online)

Want access to more than 1,000 ready-to-use templates? Sign up for Lucidchart.



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ABOUT LUCIDCHART

Lucidchart is the intelligent diagramming application that empowers teams to
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intuitive, cloud-based solution, everyone can work visually and collaborate in
real time while building flowcharts, mockups, UML diagrams, and more.

The most popular online Visio alternative, Lucidchart is utilized in over 180
countries by millions of users, from sales managers mapping out target
organizations to IT directors visualizing their network infrastructure.




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