Glossary: Processing Activities

Find a description of each suggested Processing Activity below to help you enrich your systems and complete your Record of Processing Activities (RoPA).

What are Processing Activities? 

processing activity is a business process your organization carries out that involves processing personal data in some way.

To learn more about our AI suggestions for processing activities, click here. 

Each description is written in the first person perspective so that they can be easily copy pasted into your processing activities. 


Account based marketing

  • Collecting specific attributes of users to create personalized marketing campaigns.


  • Reporting and calculating our company’s income and expenses for tax accounting, income statements, etc. 

Analytics (Cross-functional)

  • Analytics and reports used to improve our business functions. 

Note: The analytics processing activity includes systems that do not analyze specific business functions. For example, a subscription analytics system falls under revenue management whereas a system like Google Analytics could fall under any function such as marketing campaigns, lead management, and sales.

Account based marketing

  • Collecting specific attributes of users to create personalized marketing campaigns.


  • Reporting and calculating our company’s income and expenses for tax accounting, income statements, etc.


  • Analytics and reports used to improve our business functions.

API management

  • Managing the API lifecycle from creation, testing, documentation, publishing, discovering and monetizing.

Application monitoring

  • Monitoring our application’s performance, availability, and end-user experience to ensure proper function.

Billing & payments

  • Requesting, issuing, paying, and/or receiving payments from customers in exchange for goods and services or vice versa.

Bug monitoring

  • Logging and monitoring bugs or errors in our software development projects to ensure proper functionality.

Business intelligence management

  • Analyzing data to deliver actionable information that drives profitable and informed business decisions.

Cloud monitoring

  • Evaluating, monitoring and managing cloud-based services, applications and infrastructure.


  • Leveraging of internal and external connections to generate ideas, find solutions, and achieve common goals.


  • External communications with customers, clients, leads, etc. UCaaS platforms, customer communication platforms, message queue softwares, etc.

Community management

  • Building an authentic community amongst our customers, employees, and partners through various types of interaction, such as webinar platforms and social network platforms.

Content marketing management

  • Overseeing and organizing content marketing efforts such as content creation (blogs, white papers, videos, and more), content marketing planning and other content that supports our inbound marketing strategy.

Contracts & agreements management

  • Managing legally-binding agreements from initiation through to execution.

Corporate health & wellness

  • Processes which aim to support and improve the holistic wellbeing of our employees such as mental health solutions and wellness meditations.

Customer intelligence

  • Collecting and analyzing our customer data to determine the most effective ways to interact with each customer.

Customer management

  • Developing and managing relationships with potential and existing customers to ensure customer success.

Customer support

  • A range of services used to assist our customers in resolving any issues with our  product or service, including help desk software, live chat software, multilingual customer support software, etc.

Data governance, privacy & compliance

  • Processes which aim to control access to sensitive data and while complying with privacy laws and regulations to protect data subjects from the misuse of data.

Data integration

  • Consolidating data from different sources into a unified view.

Data management

  • Ingesting, storing, organizing and maintaining our created & collected data.

Data monitoring

  • Reviewing and evaluating our data to ensure quality and utility.

Design & content creation

  • Creating visuals and content to communicate ideas for marketing, internal, sales, or any other business purpose.


  • Buying and selling of goods and services over an electronic network.

Email marketing

  • Sending commercial and promotional messages to our existing or potential using email with the goal of increasing brand awareness, driving engagement, nurturing leads, or making a sale.

Event management

  • Managing, planning and/or overseeing logistics leading up to and/or during an event.

File management

  • Creating, generating, storing, and/or sending files. For example, document creation software, document scanning software, online fax software, etc.

Finance management

  • Planning, directing, monitoring, organizing, and controlling our monetary resources.

Hiring & recruiting

  • Identifying, attracting, interviewing, selecting, hiring and/or onboarding employees.

HR operations

  • Includes employee relationship management, benefits management, job analysis and other administrative services.

Identity management

  • Ensuring that our employees have appropriate access to technology & resources.

Incident management

  • Managing all incidents, or unplanned service interruptions, to restore our service to its operational state while minimizing business impact.

Internal communications

  • Communications within our organization including business instant messaging software, employee communications software, etc.

IT management

  • Monitoring and administering our  information technology systems: hardware, software and networks.

IT support

  • Technical support with various technological issues like computers, printers, networks, and devices.

Knowledge management

  • Organizing, creating, using, and sharing collective knowledge within our organization

Lead management

  • Acquiring and managing leads (potential customers) until the point where they make a purchase.

Logistics management

  • Managing the movement and storing of goods, services and/or information from a place of origin to its intended destination.

Marketing insights & intelligence

  • Collecting data that provides us with an understanding of our consumers, customers, competitors, and the entire industry. Provides our marketing team with valuable information on the wants and needs of our  product or service’s target demographic.

Marketing operations

  • The end-to-end management and optimization of our marketing processes.

Network security

  • Protecting the integrity, confidentiality and accessibility of our computer networks and data using software and hardware technologies.

Online marketing

  • Marketing campaigns and digital advertising which use the Internet to promote our products and services.

Password management

  • Storing and managing employee passwords in a centralized location.


  • Paying our company's employees.

Physical security

  • Protecting  people, property, and physical assets from actions and events that could cause damage or loss.

Procurement management

  • Overseeing of the processes involved in acquiring products, materials, goods and services, namely sourcing, obtaining and paying.

Product & marketing analytics

  • Using data to evaluate the effectiveness and success of marketing and product activities and/or services.

Project & task management

  • The process of planning & managing tasks, projects, and/or workflows. Project & task management can help either an individual to achieve goals, or groups of individuals to collaborate for the accomplishment of a collective goal.

Revenue management

  • Optimizing inventories and maximizing our profits by predicting demand and adjusting pricing.

Risk management

  • Identifying, assessing and controlling threats to our organization.


  • Scheduling internal & external appointments, meetings, etc.


  • Improving the quality and quantity of website traffic to our website from search engines.

Smart link management

  • Redirecting our customers to the correct URLs for marketing purposes.

Social media activity

  • Marketing via social media platforms and websites to promote our product or service.

Software development

  • Computer science activities dedicated to the process of creating, designing, deploying and supporting software including PaaS software, application development software, DevOps software, etc.

Ticket management

  • Managing our customer inquiries by registering, organizing, prioritizing, and resolving support tickets.

Training & eLearning

  • Learning and development processes for our employees, typically being the acquisition of specific skills, abilities, and knowledge to improve performance.

Travel management

  • Managing our business travel such as flight or hotel booking, car rental software, etc.

User feedback

  • Collecting qualitative insights and quantitative data from our users, namely their likes, dislikes, impressions, and desires about a product or service.

Website management

  • Ensuring that our website is professional, up-to-date, and functioning as intended including domain management & registration, landing page builders, website builder software, etc. 

Next steps:

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