Workflow processes are a crucial element of any project. They’re the steps that a task follows from beginning to the end. They help you plan and monitor important milestones by creating an organized sequence of tasks that reduces the amount of time and effort required to complete the task.
Begin by identifying the goals you want to achieve. Find out what needs to be done, who’s responsible for each task and what long each step will take. This will allow you to create an efficient workflow that is tailored to your particular business needs and goals that will increase efficiency and productivity, and guarantee the best possible outcomes.
Next, identify the responsibilities of your team members. This will help you eliminate redundant and overlapping tasks which waste time, resources and money. For example, if a member of your customer service team is spending the majority of their time taking phone calls, but not addressing emails, it may be time to reallocate that individual’s work to better meet your business’s requirements.
Then, take a look at your workflow map to see the areas where there are inefficiencies that can be eliminated. For instance, if one of your workflows is taking too much time because an employee is waiting for insight from another change, reworking the process could improve employee and customer satisfaction.
Use interaction nodes to indicate choices that users will be presented in a work flow process, such as accepting or denying records. You can also add nodes to stop the workflow until a specific moment occurs, such as an answer from a customer.
