Develop Workflow Processes to Organize Your Team’s Work

Workflow processes can be created to increase team efficiency and streamline the work of your team. This requires identifying every step of your process, including those that are dependent on one another, and documenting them using a flowchart. This step is crucial to avoiding common errors in workflow, such as delays and bottlenecks.

Start with the Endpoint

Determine the outcome you would like to achieve from your workflow, for example the achievement of a milestone in your project or a new home page launch. This will help you determine the actions and information, as well as the technology and people required to achieve your goals. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction environment before migrating them to your production environment. This will ensure that your company is not at risk due to untested or incomplete workflows.

Define actions, condition nodes and wait nodes on the workflow canvas. Actions let you set triggers that will initiate the http://www.businessworkflow.net/2021/04/23/features-you-may-look-for-in-a-document-management-software-package/ process, for example, when a record meets certain criteria. It is possible to add a node which will wait until a specific event occurs to stop the progression of the record. Condition nodes let you assess records according to their properties and manage the progress of the record based upon the evaluations.

Check all steps in your workflow. Be particular about the ones that involve handoffs. Whether the handoff is between people or systems they could be areas of vulnerability that could lead to miscommunication or technical problems. Most often, these are the root cause of bottlenecks or delays in the flow of work. A clear record of your processes can help you prevent these mistakes.