Processes for workflow can be developed to boost team productivity and streamline the tasks of your team. This involves identifying every step of your process, including those that are dependent on each other and documenting them in a flowchart. This is crucial to avoid common workflow mistakes like bottlenecks and delays.
Start with the Endpoint
Define the outcome you wish to achieve with www.businessworkflow.net/2021/04/10/using-workflow-management-tools/ your workflow. For instance, a project milestone. This will help you to identify the activities, information, technology, and the people you need to accomplish your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a non-production environment before transferring them into your production environment. This ensures that you aren’t placing your company at risk by using ineffective or untested processes.
Define actions, condition nodes, and wait nodes on a workflow canvas. Actions let you set up triggers to initiate the process, such as when a record is in compliance with certain requirements. You can create a node which will wait until a certain condition occurs to stop the progression of the record. Condition nodes let you evaluate records based on the properties that they have been assigned and control the progress of a record based on the evaluations.
Examine all steps of your workflow, particularly those that require handoffs. If the handoff involves people or systems they can be weak points that could result in difficulties in communication or technical issues. These are often the main reasons for delays and bottlenecks in a workflow. Having clear documentation of your processes can help you prevent these mistakes.