Business Process Assessment Quiz
Use this form to evaluate how a business process currently works, identify bottlenecks, and understand its maturity and readiness for improvement.
Business Process Overview
Business process name or area
*
Respondent role or department
*
Primary process category
*
Sales
Operations
Finance
HR
Customer Support
IT
Procurement
Other
Process Evaluation
Current process stage
*
Not Defined
Informal
Documented
Standardized
Automated
Continuously Improved
How well is the process documented?
*
Poorly documented
1
2
3
4
5
6
7
8
9
Well documented
10
1 is Poorly documented, 10 is Well documented
Tools or systems used to run the process
Spreadsheet
Email
ERP system
CRM
Workflow automation platform
Ticketing system
Shared documents
Custom application
Other
How often does the process run or get reviewed?
*
Daily
Weekly
Monthly
Quarterly
Annually
Ad hoc
Other
Bottlenecks and Improvement Readiness
Biggest bottleneck or pain point
*
Number of handoffs involved
*
Are approvals required?
*
Yes
No
Where do approvals occur?
How is the process measured or tracked?
Overall process maturity / readiness score
*
1
2
3
4
5
Submit
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