Zingtree Tags: streamline procurement

3 Massive Ways Decision Trees Are Improving Process Flows

We understand how key well-laid out process flows are for mapping each stage of the business processes our customers deal with every day. Traditionally crafted up using expensive software or other somewhat clunky online formats, process flows should be a core practice within any industry in order to better standardize every phase and minute detail of how your business is run.

Interactive decision trees are quickly becoming a preferred solution for improving process flows, providing a powerful, yet simple platform for building and running through any process, click-by-click.  Below we’ve outlined some of the biggest ways that decision trees can improve process flows in many major departments or areas of focus for your business.

3 Uses of Decision Trees for Process Flows

1. Streamlined Scheduling

Whether you’re referring to scheduling patients or customers for an appointment, internal meetings, or production planning, an interactive environment is one that can do it all. Already a comprehensive platform for clicking through predefined paths, decision trees allow businesses and organizations to schedule and collect any associated data needed.

In the case of Spokane ENT (a specialty medical practice in Washington), decision trees for scheduling have enabled them to optimize scheduling, help agents intelligently pre-diagnose patients and collect key medical information in a secure environment, and ultimately eliminate unnecessary appointments.

Pro Tip: Integrate decision trees with Calendly to make scheduling simpler.

2. Improved Procurement

Procurement is another process that, when well-defined and executed internally, helps keep business operations purring away soundly. However, procurement is an intensely in-depth, complex business function that requires a lot of careful planning and powerful technology in order to perfect. Improving procurement can mean a myriad of things – chiefly that your organization will save money, grow revenue and business opportunity, and create a more sustainable environment for managing purchases and delays.

For PMI, utilizing decision trees to improve the procurement process flow has been an incredible asset, as they allow employees to be guided through complicated purchasing journeys effortlessly. PMI’s decision trees have automated process flows with a standardized approach to ensure one set of procedures are being followed for every purchasing decision.

Pro Tip: Use logic nodes in decision trees to assign a series of rules based on specific conditions being met. 

3. Better Communications

CRM and other communication systems are the ideal way to guide potential new customers, manage and maintain relationships, and communicate directly about important or relevant company updates – this is one business process flow that should never be left cooling down on the backburner. One of the most straightforward ways to improve existing CRMs (like Zendesk, Freshdesk, etc.) is to integrate its features with decision trees.

Interactive decision trees connect seamlessly with any CRM system to simplify complicated processes, help customers find solutions and navigate complicated forms, and more. For companies using an email communication tool to get in touch with new, existing, or old customers, Zingtree decision trees can also be linked up with MailChimp in order to make the steps from entering an email address to add any information collected during a session into an email list.

Pro Tip: Create a master tree to link all individual trees to one centralized location.  


Having a firm grasp on your businesses processes and a well-ironed out process flow for each main area will only help to make your company that much stronger. Armed with decision trees that can simplify, streamline, and reduce friction within many process flows, any area of focus – from customer service to procurement management – can be vastly improved on.

Ready to improve process flows within your business or organization? Please get in touch with us!

Procurement Case Study: Philip Morris International

Philip Morris International + Zingtree

Streamlining complex operations processes in an interactive environment

Philip Morris International is the world’s leading global tobacco company, representing six of the world’s top international brands that span more than 180 markets. Largely focused on Research & Development, the company employs over 400 dedicated scientists, engineers, and technicians who work to develop less harmful alternatives to cigarettes.

P.M.I.’s Challenge

With the highly-regulated environment of R&D, strict guidelines for every process is necessary to mitigate risk and reduce error. PMI recognized a need to have clear, guided solution to ensure that every procurement was handled efficiently and accurately, without implementing a cumbersome system for employees to navigate.

Zingtree’s Solution

Interactive decision trees have allowed PMI to automate complicated procurement processes that follow stringent company regulations. By using standardized trees, the organization has minimized the risk of error while at the same time streamlining efficiency and reducing stress for their employees.

“Structured decision trees lead to increased efficiency, avoid constant repetition of efforts and also lead the users to increased autonomy and consciousness,” says Olivier Raffi, R&D Manager at Philip Morris International. “This type of automation allows free time and extended availability to deal with complex conditions with less time stressed support teams.”

About Zingtree

Zingtree is the most user-friendly, business-ready platform for creating and implementing interactive decision trees that deliver answers faster. Quickly create a decision tree that your site visitors, leads, trainees and/or customers navigate by clicking buttons to answer questions, and receive detailed analytics on how trees are being used. Zingtree makes it easy to guide anyone through complicated processes – there’s no better way to help people get answers and solve problems.

View the full Philip Morris International + Zingtree case study and download the PDF here

Want to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!

Decision Trees for Business: How to Streamline Procurement

Having a well-defined, charted procurement process is vital for company operations in any industry to run smoothly. The proper purchasing of necessary materials can often mean the difference between a successful company and one that ultimately falls due to unsustainable costs or purchasing delays.

For Zingtree customer Phillip Morris International (PMI), standardizing procurement with decision trees has helped keep costs in line and the process consistent for many disparate departments. Anyone buying anything at PMI can now adhere to the company-approved process. This results in employees getting the tools they need faster and more efficiently.

Optimizing the Procurement Process

Is procurement working effectively to support your company’s over-arching strategy?

Without the proper processes set in motion, your organization may be losing out on a lot of revenue and opportunity for growth. And, while the entire process of making an inefficient procurement system better may be complicated, and ultimately take time for decision-makers to come around to, there are platforms to help simplify and understand. After revisiting current processes and looping in the necessary departments, selecting the right kind of technology is key in the optimization process.

Without a mature, strategic procurement function to influence, control and report on organizational spending, it is impossible for a business to fully leverage its total purchasing power and create the value and service levels required from third party suppliers.” – PwC

Structure, sequence and regular analysis are crucial for an effective procurement process. For PMI, using Zingtree decision trees to guide the procurement process has proven to be an enormous help, allowing buyers to follow complicated processes in a lean, interactive environment that greatly reduces the risk of human error.

Balancing complexity and control with ease, PMI’s decision trees have automated processes with a clearly-defined and company-compliant approach. Plus, management now has real-time usage data to assist in further optimization. By utilizing a guided process of procurement internally, any business can standardize best practices to ensure that every purchase process is handled exactly the way it needs to be.

Ready to start streamlining your procurement, or other business processes? Please get in touch with us!