Develop Workflow Processes to Organize Your Team’s Work

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Create workflows to organize your team’s work and improve productivity. This requires identifying every step of your process and all those dependent on each other and documenting them in a flowchart. This step is crucial for avoiding common errors in workflow, such as delays and bottlenecks.

Start with the Endpoint

Write down the goal you wish to achieve with your workflow. For example a milestone in your project. This will help you determine the required activities such as information, people and technology that must be in place to meet your goals. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction setting before migrating them to your production environment. This will ensure that your business isn’t at risk because of insufficient or untested workflows.

Define conditions, wait nodes and actions on a workflow canvas. Actions let you create triggers that initiate the process, for example, when a record is in compliance with certain requirements. You can also add a wait node to halt the progress of a record until www.businessworkflow.net/2021/04/10/using-workflow-management-tools/ a certain event occurs. Condition nodes allow you to evaluate records based on the properties specified for them and control the progression of the record based on evaluations.

Examine all steps of your workflow. Pay special attention to those that require handoffs. If the handoff is between systems or individuals there are areas of vulnerability that can lead to difficulties in communication or technical issues. These are typically the main causes of bottlenecks and delays in a workflow. A clear record of your processes can help you avoid these mistakes.

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