Develop workflow procedures to manage your team’s work and improve productivity. This means identifying all steps in your process as well as those that are interdependent, and capturing them with an outline of the flow chart. This is vital to avoiding common errors in workflow, such as delays and bottlenecks.
Start with the Endpoint
Determine the desired outcome you want to achieve through your workflow. For example an achievement milestone for your project. This will help you to determine the tasks, information, technology, and people required to accomplish 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 putting your business at risk with insufficient or untested processes.
Define conditions, wait nodes, and actions on a canvas for workflow. Actions allow you to set up triggers that activate the process, such as when a record is in compliance with certain criteria. You can add an action node that waits until a specific event occurs to stop the progress of the record. Condition nodes let you evaluate records based on the properties they have specified and direct the progress of an item based on evaluations.
Check all the steps in your workflow, particularly those that involve handoffs. Handoffs between individuals or systems are vulnerable points which could cause issues with communication or technical issues. These are usually the main reasons for delays www.businessworkflow.net/2021/02/22/what-is-special-about-this-tool-top-features-of-workflow-process-management/ and bottlenecks in the flow of work. A clear and concise record of your processes can help you avoid these mistakes.
