10 business process management examples across industries 2025 edition

At a glance

This guide shows where business process management produces quick, visible wins, then scales. You will learn how to frame a small pilot, see ten cross-functional examples, and understand the metrics and handoffs that matter. Along the way, we connect each example to practical building blocks like workflows, document collection, client portals, and vendor portals so you can implement without a heavy program.

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How to use these examples

Pick one process that repeats often and causes friction. Define the outcome that would count as success, map three to five steps, and publish a basic intake so requests arrive complete. Add a weekly review to check cycle time and where items get stuck. Resist the urge to automate everything at once; prove the path, then templatize and scale.

A quick note on why this works now: the automation potential is broad (McKinsey estimates current technologies could automate work that absorbs 60 to 70 percent of employees’ time), which means the constraint is usually process clarity rather than tools.

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Operations

Supplier onboarding

Create one entry point for supplier data and documents. A structured form prevents missing fields; the review queue routes to legal, finance, and security in order. Track time from submission to approval and set a rule for what happens when a step exceeds its target. A short checklist at go-live ensures banking details, tax forms, and contacts are complete. For external contributors, a controlled vendor portal keeps communication and files in one place.

Change requests

Scope changes derail delivery when they arrive informally. Require a short request with reason, impact, and desired date. Auto-assign to the project owner who accepts, defers, or rejects; record the decision and notify stakeholders. The process protects schedules and removes emotion from the conversation. Use workflows to encode routing rules so approvals move quickly.

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CX and support

Issue escalation

Define severity levels and response targets, then make them visible. When an escalation is submitted, the system assigns an owner and starts a timer. A triage checklist confirms reproducibility, logs screenshots, and gathers environment details. Customers see status without emailing the team; managers can spot patterns that point to root causes. A client portal gives requesters a single window for updates and documents.

Renewals

Treat renewals as a journey, not a surprise at term end. Begin outreach ninety days before; list the current scope; ask the client to confirm needs. Include a step to review adoption data so recommendations are grounded in usage. When both sides agree, prepare the order and capture signatures in one place. This matters for experience as well as revenue; Salesforce reports that 88% of customers say the experience a company provides is as important as its products or services. (Source: Salesforce, “State of the Connected Customer”)

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Finance

Accounts payable

Publish a consistent AP intake with vendor name, cost center, and invoice details. Use rules to route approvals by amount or category and capture timestamps at submission and approval so you can monitor cycle time. When exceptions occur, record the reason and resolution so you can tighten the process later. Keep invoices and supporting evidence together using document collection so audits are straightforward.

Accounts receivable

Create a standard sequence after issuing an invoice. Schedule reminders at set intervals; surface status for customer-facing teams. If a dispute arises, hand it to a short resolution flow with a single owner and a due date. The cadence keeps conversations factual and improves the predictability of cash collection.

Audits

Audits are easier when evidence lives in one place. Store contracts, approvals, and policy documents together with clear access controls; keep a list of required evidence by process and review it quarterly. When auditors ask, you can export the trail without chasing files across shared drives. Compliance discipline matters financially; research on non-compliance shows meaningful cost exposure relative to maintaining compliant operations.

(Source: https://www2.globalscape.com/resources/whitepapers/true-cost-of-compliance

Globalscape and Ponemon Institute, “The True Cost of Compliance”)

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Legal

Contract review

Start with an intake form that captures business context and required documents. Route by contract type and risk level; use a checklist for standard clauses and define who can approve exceptions. When signed, store the final version and note renewal or notice dates so nothing slips. Keeping counterparties’ submissions inside a portal reduces email loops and version confusion.

Compliance management

Use BPM to automate compliance tracking and reporting. Set up workflows to monitor regulatory deadlines, submit filings on time, and ensure team accountability. Automating these processes reduces the risk of non-compliance and saves significant time on manual tracking.

Legal case management

Streamline case intake, document management, and task assignments with BPM. Assign cases to the appropriate legal team based on expertise and workload, track deadlines, and maintain a centralized database of case files for easy access.

Policy creation and approval

Standardize the process of drafting, reviewing, and approving company policies. BPM ensures that policies go through the right levels of review and approval, with automated reminders and audit trails to maintain transparency.

Intellectual property (IP) management

Track IP filings, renewals, and deadlines using BPM workflows. Automate notifications for upcoming renewals or expirations and centralize related documents to ensure smooth management of trademarks, patents, and copyrights.

Litigation support

Manage litigation workflows by automating document collection, deadline tracking, and task delegation. BPM can help coordinate communication between internal teams and external attorneys to ensure all steps are executed efficiently.

Contract lifecycle management

Beyond reviews, BPM can monitor the full lifecycle of a contract, including execution, performance tracking, and termination. Automating these stages ensures obligations are met and opportunities for renegotiation are not missed.

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IT

Access requests

Use a role-based request that maps to least privilege. Auto-route to the system owner for approval and log business justification. Once provisioned, notify the user and record the start date. Add a periodic review to confirm access is still needed. A simple pattern like this keeps audit trails clean without slowing the business.

Incidents

Publish an incident form with severity, impact, and steps taken; notify the response group immediately and open a timeline note. After resolution, run a short post-incident review with owners and specific follow-ups. Close the loop by confirming those actions are completed. Clear templates reduce variance when stress is high.

Change management

Standardize your change request process with a form that captures the scope, risk, and rollback plan. Automate approvals based on the change's impact level, notifying stakeholders at each stage from submission to deployment. This ensures all changes are documented, reviewed, and implemented consistently, minimizing service disruptions.

Employee onboarding/offboarding

Automate the IT portion of employee lifecycle management. For onboarding, automatically create accounts, assign hardware, and grant access to necessary systems based on the new hire's role. For offboarding, create a process to revoke access, retrieve company assets, and archive data, ensuring a secure and efficient transition.

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Creative agency

Client onboarding

Standardize your client intake process to capture all necessary project details, brand guidelines, and points of contact from the start. Automatically assign tasks to account managers, designers, and copywriters to kick off projects seamlessly.

Creative workflow

Design a clear approval process for creative assets. Route drafts from designers to internal reviewers and then to clients for feedback. Track revisions and approvals in one place to avoid version control issues and keep projects on schedule.

Campaign reporting

Automate the collection of performance data from various marketing channels. Create a workflow that compiles metrics into a standardized report template, schedules internal reviews, and sends the final report to the client on a recurring basis.

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Real estate

Listing management

Create a standardized process for new property listings, from collecting property details and photos to publishing on MLS and other platforms. Assign tasks for staging, photography, and marketing to ensure every listing goes live quickly and consistently.

Transaction coordination

Map out the entire closing process, from contract signing to final closing. Automate reminders for important deadlines like inspections, mortgage approvals, and document submissions. Give clients visibility into the status of their transaction to improve their experience.

Lead management

Implement a system to route incoming leads from your website or ad campaigns to the right agent based on location or specialty. Schedule automated follow-up emails and reminders to ensure no potential client falls through the cracks.

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Healthcare

Patient intake

Digitize and streamline the new patient registration process. Allow patients to fill out forms online before their visit, and automatically route the information to the correct EMR system. Verify insurance details automatically to reduce administrative workload at the front desk.

Referral management

Create a structured workflow for managing patient referrals. Track incoming referrals, ensure all necessary medical records are received, and automate communication between the referring and receiving physicians to ensure timely patient care.

Billing and claims processing

Standardize the medical billing process to reduce errors and denials. Use rules to verify coding, submit claims to insurance providers, and manage the follow-up process for denied or partially paid claims.

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Education

Student admissions

Design a clear and efficient admissions process from application submission to acceptance. Automate the collection of transcripts and recommendation letters, route applications to the admissions committee for review, and send automated status updates to applicants.

Curriculum approval

Establish a formal process for proposing and approving new courses or program changes. Route proposals through department heads, curriculum committees, and academic deans for review and feedback, creating a clear audit trail of the approval process.

Financial aid processing

Streamline the application and awarding of financial aid. Create a workflow to track student applications, verify eligibility, and automatically notify students of their aid packages, reducing manual work and improving response times.

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Accounting

Client onboarding

Standardize the new client intake process by creating a workflow to collect engagement letters, tax documents, and access to bookkeeping software. Assign tasks to the appropriate team members to ensure a smooth start to the engagement.

Tax preparation

Map out the entire tax return process, from data collection and preparation to review and filing. Set deadlines for each stage and use automated reminders to keep the process on track during the busy season. Track the status of each return to provide clients with clear updates.

Month-end close

Create a standardized checklist and workflow for the month-end closing process for your business clients. Assign tasks like bank reconciliations, journal entry reviews, and financial statement preparation to team members with clear due dates to ensure a timely and accurate close each month.

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Where industries start

Professional services often begin with client onboarding and renewals because both touch revenue and satisfaction. Logistics teams see fast value from change requests and supplier onboarding, where deadlines are tight. Financial services lean into approvals and document control to reduce risk. Healthcare and legal teams emphasize auditability and access management; education and real estate teams focus on transparent external collaboration. The pattern is consistent across sectors: make the path simple, visible, and repeatable.

Choose one example and run a two-week pilot. Publish the intake, define owners, and review results weekly. If the team feels the improvement and the metrics move, templatize the flow and expand to a second process. Use workflows to set entry criteria and routing; keep critical files in document collection; give customers or partners a shared window through a client portal. When you want to compare configurations or discuss integrations, you can book a demo and walk through a live scenario with your fields and roles.

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How Moxo fits into this context

Moxo adapts to diverse industry flows; you can pilot in one function, then extend to others with reusable patterns.

• Teams can design and model processes by building quick prototypes and visualizing flows with forms, checklists, and embeddable interfaces. Share these early with stakeholders to align before launch.
• Processes are executed through configurable workflows where roles, SLAs, and routing logic are built in. Integrations with platforms like QuickBooks, Xero, and Salesforce ensure tasks and data flow where they belong—reducing duplication and delays.
• The client portal provides shared visibility to monitor live progress. Teams can track status, cycle times, and aging tasks in real time—intervening before issues escalate.
• Optimization is continuous with Moxo. Fields, routing logic, and task flows can be adjusted by business users without code. Each improvement is saved, tracked, and measurable—so learning compounds over time.
• With Moxo, teams move from whiteboard to working process—without custom development or change management fatigue.
  
  

This approach makes it easy to prove value in one example, then scale the same mechanics to the next.

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From one workflow to continuous improvement

Business process management works best when it starts small and scales through results. Every example in this guide follows the same playbook: standardize intake so requests are complete, define clear ownership and decision rules, provide transparent status tracking, and measure outcomes like cycle time and aging items. Once you templatize what works, benefits compound—speed increases, quality improves, and audit readiness becomes automatic.

The real shift is cultural. Teams begin to expect structured workflows and continuous improvement, reducing firefighting and making space for higher-value work. Whether you start with supplier onboarding, issue resolution, or AP approvals, the mechanics are the same: pick one process, pilot it, measure impact, and scale confidently.

Ready to see how Moxo can help you get started? Book a demo or use the ROI calculator to map potential savings for your team.

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FAQs

Is BPM only for large companies?

No. Smaller teams often see faster wins because bottlenecks are easy to spot and fix. Many teams start with one intake in Moxo workflows and add a client portal as volume grows.

Which example should we start with?

Pick the process with the most visible pain and a high repeat rate, such as approvals or onboarding. Moxo customers often pilot renewals or AP because both have clear metrics and stakeholders.

How do we keep documents organized?

Create a single repository with clear naming and ownership. Moxo document collection stores working files, signed copies, and notes together with access controls.

How many metrics should we track?

Start with two or three; for example, cycle time, aging items, and first-time-right rate. Moxo dashboards make these visible so teams can act on trends rather than anecdotes.

Do we need to automate everything?

No. Prove the path first; then add automation where it clearly saves time or reduces risk. In Moxo, you can expand rules and integrations as the process stabilizes.

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