Develop Workflow Processes to Organize Your Team’s Work

Create workflow processes to manage your team's work and increase productivity. This means identifying each step of your process and all those dependent on each other and capturing them on diagrams. This step is essential to avoid common workflow mistakes such as bottlenecks or delays.

Start with the Endpoint

Define the outcome you wish to achieve using your workflow. For example an achievement milestone for your project. This will help you determine the essential activities, information, people, and technology that should be in place in order to achieve your objectives. It will also help you determine whether the workflow is effective/successful.

Test workflows before transferring to production. This will ensure that you're not placing your company at risk by using untested or ineffective processes.

Create wait nodes, conditions, and actions on a workflow canvas. Actions allow you to create triggers that initiate the process, such as when a record is in compliance with certain requirements. You can also add an action node that waits until a certain event happens to stop the progress of the record. Condition nodes let you evaluate records based on their properties and control the progression of the record based upon the evaluations.

Review every step of your workflow, particularly those that involve handoffs. Handoffs between systems or people are vulnerable points that could lead to difficulties in communication or technical issues. In many cases they are the root causes of delays or bottlenecks in the workflow. Having clear documentation of your processes will help you avoid these mistakes.

www.businessworkflow.net/2021/04/03/advantages-and-disadvantages-of-workflow-software/