How to Develop Workflow Processes

Workflow processes are the steps an activity takes from beginning to end, and they’re an essential part of any project. They aid in planning and track important milestones through the creation of an orderly sequence of tasks which reduces the amount of time and effort required to complete an assignment.

To develop workflow processes begin by identifying your goals. Determine what needs to be completed and who’s accountable for each task. Also, consider the time each step will take. This will enable you to design a workflow that is adapted to your company’s requirements and objectives. This will improve efficiency and productivity, as well as ensure the highest quality results.

Then, speak to your team members and determine the roles they have to fulfill. This helps you eliminate redundant tasks and overlapping duties which waste both resources and time. For instance, if one member of your customer service team is spending most of their time answering phone calls and not addressing emails, it may be time to shift that person’s workload to better meet your business’s requirements.

Check out your workflow map and see where inefficiencies are. For instance, if one of your workflows is taking too long due to the fact that a team waits on the insight from another improvement, it is possible to increase customer and employee satisfaction.

Utilize interaction nodes to specify options that users are presented with during a workflow such as approving or rejecting a record. You can also include wait nodes that pause the workflow process for a specified amount of time or until a specific moment occurs, for instance receiving a response from a customer.

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