Process Mapping for Nonprofit Organizations

Dec 12, 2019

The Premise

Omatic wants to learn from – and give back – to its community

Omatic has a deep history of learning from organizations throughout the nonprofit sector, including its 2700 customers. Our data health and integration solutions are stronger, better, and more robust than ever thanks to the input that we have received over the past 18 years.

In early 2020, Omatic will begin a new initiative to learn more from the nonprofit community so that we can:

  • Continue to innovate our products and enhance our customers’ experience
  • Continue to build and refine our repository of intelligence that serves nonprofit and fundraising professionals
  • Give something tangible and valuable back to the sector and to the customers that we serve

With those goals in mind, Omatic will begin working with a select group of nonprofits that span the sector – including those whose missions focus on education, healthcare, social services, arts and culture, research, community improvement, faith-based endeavors, etc. – that would be interested in collaborating with us to map out their business processes.

What’s in it for Omatic?

  • Omatic will obtain direct, empirical, and experiential information from our customers and other nonprofits on where they get ‘stuck’ and on how we can improve and refine our solutions and services to address those areas of protraction and inefficiency.
  • Omatic will use the information obtained to build a storehouse of material that will be analyzed and synthesized to create a library of resources. These resources will be used to serve the broader nonprofit community.

What’s in it for the selected nonprofit organizations?

Selected organizations:

  • Will be on the forefront of helping Omatic improve and refine its products and services
  • Could help influence Omatic’s roadmap for future solutions
  • Will learn more about their own business processes and workflows, and where their internal processes show opportunities for improvement

Omatic will:

  • Conduct process mapping for each selected organization, free of charge
  • Deliver tangible and valuable process mapping to each selected organization as an outcome of their participation

Please note that these engagements will require a time commitment from participating organizations, and only those that are able to dedicate the necessary time will be considered for selection.

The Foundation

What is Business Process Mapping?

In any organization, nonprofit or for-profit, a business process is structured series of activities and tasks which, when conducted in sequence, lead to an expected, desired, and valuable business outcome. Business processes are also often known as business workflows.

Business Process Mapping (‘BPM’) is a way to graphically depict the sequence of activities and tasks that comprise an organization’s business processes. BPM can be used to illustrate a single workflow (eg, entering a gift transaction) or a group of related workflows that encompass a larger overall mega-process (eg, conducting a fundraising event).
BPM provides a visualization of the inputs, steps, decisions, and actions required to obtain the desired outcomes of a process. It can also identify which functions and/or roles within an organization are responsible for the various component parts of an overall workflow, and where there are key dependencies.
The main purpose of BPM is to assist organizations in becoming more efficient and productive, and to identify opportunities for process improvement.

Example of a Business Process Map

The Value

Benefits of BPM for an organization

There are numerous benefits that an organization can derive from BPM, including:

  • Providing a graphic overview of a business process: work activities, task interdependencies, and task-level accountabilities
  • Increasing individual stakeholders’ understanding of a process
  • Providing a detailed depiction of role-based workflow(s) and related cycles
  • Providing a detailed illustration of process constraints and critical contingencies
  • Depicting key interfunctional relationships and dependencies
  • Allowing for the analysis of work activities and pinpointing areas for potential process improvement
  • Identifying areas of inefficiency and/or protraction
  • Identifying value-add vs. non-value-add work activities
  • Identifying work activities where errors commonly occur, and where tasks or steps can be automated, streamlined, or eliminated
  • Determining where quality-control steps may be added, changed, or removed
  • Identifying areas where process documentation (or further/deeper documentation) is needed
  • Training, onboarding, and showing other stakeholders how a process is done

The Offer

Omatic’s BPM Engagement

Omatic BPM Engagements will focus on mapping key business processes that relate to data health and integration, specifically where organizations experience process protraction, inefficiency, or ‘pain’. For selected organizations, Omatic will:

  • Conduct an engagement ‘kick-off’, which should include key organizational stakeholders
  • Meet with stakeholders to identify the processes to be investigated and mapped
  • Conduct an onsite visit that includes working sessions with organizational stakeholders to ensure that existing (‘as-is’) processes are effectively understood
  • Create business process mapping and related explanatory, subsidiary documentation
  • Review process mapping with organizational stakeholders to validate and refine the outputs (can be done remotely)
  • Deliver final process mapping to the organization


If you are interested having your organization be considered for participation in this program, please complete the form here.

Stu Manewith, CFRE
Stu Manewith, CFRE joined Omatic Software six years ago and serves as the company’s Director of Thought Leadership and Advocacy. In that role, he is Omatic’s nonprofit sector domain specialist and subject-matter expert and is responsible for actively promoting and demonstrating Omatic’s position as the nonprofit industry’s leading partner in the areas of data health and integration. Prior to Omatic, Stu spent 13 years at Blackbaud, working with Raiser’s Edge, Financial Edge, and Blackbaud CRM client organizations as a consultant, solution architect, and practice manager. Previously, Stu spent the first half of his career as a nonprofit executive, fundraiser, and finance director, working in both the healthcare and arts/cultural arenas of the nonprofit sector. He holds business degrees from Washington University and the University of Wisconsin, and he earned his CFRE credential in 1999.