📋 Business Analysis & Process
Business Analysis & Process architecture diagram templates
Swimlane process maps, customer journey maps and prioritisation matrices for business analysts. Open any template to see the finished diagram, then use it as the starting point for your own in the Studio.
25 templates
Personal Loan Approval Swimlane
Who does what when a bank approves a personal loan: the customer, the loan officer, the credit team and operations, with the rework loop for missing documents.
Procure-to-Pay (P2P) Swimlane
The purchase cycle from an employee's request to paying the vendor, across the requester, the manager, procurement, the vendor and accounts payable.
Employee Onboarding Swimlane
How a new joiner is onboarded across HR, the hiring manager, IT and the employee, from signed offer to a productive first week.
Motor Insurance Claim Swimlane
A car insurance claim from accident to settlement, across the policyholder, the insurer's claims desk, the surveyor and the garage.
Order-to-Cash (O2C) Swimlane
From a customer's order to cash in the bank, across sales, credit control, the warehouse, logistics and finance.
IT Incident Management Swimlane
An ITIL-style incident flow across the user, the service desk, the support team and the problem manager, with escalation for major incidents.
Hospital Admission and Discharge Swimlane
A planned in-patient stay from admission to discharge across the patient, the front desk, the doctor, the nurse and billing, including insurance pre-authorisation.
E-commerce Return and Refund Swimlane
A product return from request to refund across the customer, customer support, the courier, the warehouse and finance.
Software Change Request Swimlane
How a change to a production system is requested, assessed, approved by the change board, built, tested and released.
Vendor Onboarding with KYC Swimlane
Adding a new supplier: the vendor, procurement, compliance (KYC and GST checks) and finance, from registration to an active vendor code.
Bank Account Opening Journey
A customer opening a savings account online, from comparing banks to the first transaction, with the video KYC step as the main pain point.
Online Grocery Order Journey
A shopper ordering groceries on a quick-commerce app, from search to unpacking, showing where substitutions and late slots hurt satisfaction.
Patient Clinic Visit Journey
A patient's visit to a multi-speciality clinic, from booking to follow-up, highlighting long waits and paperwork as the pain points.
College Admission Journey
A student applying to college, from shortlisting to the first day, with document verification and fee payment as the friction points.
SaaS Free Trial Onboarding Journey
A new user's first two weeks on a B2B SaaS free trial, from sign-up to paying, to find where trial users drop off.
Insurance Claim Customer Journey
A policyholder's experience of a health insurance claim, from hospital admission to reimbursement, showing where uncertainty and waiting hurt.
Food Delivery Order Journey
A customer ordering dinner on a food delivery app, from choosing a restaurant to eating, showing how delays and cold food affect the rating.
Domestic Flight Travel Journey
A traveller's day flying domestically, from booking to reaching the destination, with security queues and baggage wait as low points.
New Hire Experience Journey
What joining a company feels like for a new employee in the first 30 days, to improve onboarding from the employee's side.
Broadband Installation Journey
A home customer getting a new broadband connection, from choosing a plan to stable internet, with the technician visit as the key moment.
Mobile Banking Backlog Prioritisation
A mobile banking app backlog placed on an impact-vs-effort grid, separating quick wins like UPI autopay from big bets like loan pre-approval.
E-commerce Conversion Ideas Prioritisation
Ideas to raise an online store's conversion rate, ranked by expected impact and effort, from one-page checkout to a loyalty programme.
HR Process Improvement Prioritisation
HR improvement initiatives ranked by impact on employees and effort to deliver, from digital onboarding forms to a new HRMS.
Hospital Digital Initiatives Prioritisation
Digital projects for a hospital ranked by patient impact and effort, from online appointment booking to a full EHR migration.
SaaS Feature Requests Prioritisation
Customer feature requests for a B2B SaaS product ranked by impact and effort, to decide what goes into the next release.
More Business Analysis & Process templates are being added regularly.