Develop workflow procedures to manage your team’s work and increase productivity. This includes identifying each step of your process and all those dependent on one another, and documenting them using an outline. This step is crucial to avoid common mistakes in workflow, such as delays and bottlenecks.
Start with the Endpoint
Name the result you want to achieve using your workflow. For example an achievement milestone for your project. This will help you determine the required activities including information, personnel, and technology that need to be in place to meet your goals. It will also help you determine whether the workflow is effective/successful.
Test workflows prior to transferring them to production. This will ensure that you’re not placing your company in danger by using ineffective or untested processes.
Define actions, condition nodes and wait nodes on a workflow canvas. Actions allow you to set up triggers to initiate the process, such as when a record is in compliance with certain requirements. It is possible to add an action node that waits until a certain condition occurs to stop the progression of the record. Condition nodes allow you to examine records based on the properties they have specified and direct the progress of records based on evaluations.
Examine all steps of your workflow. Pay special attention to those that involve handoffs. If the www.businessworkflow.net/ handoff is between systems or individuals they can be points of vulnerability which could cause difficulties in communication or technical issues. Most often they are the root causes of delays or bottlenecks in the process. Documenting your processes clearly can help you avoid these mistakes.
