Develop workflow processes to organize your team’s activities and improve productivity. This requires identifying every step of your process as well as those that are dependent on each other and documenting them with the form of a flowchart. This step is crucial to avoiding common errors in workflows, like delays and bottlenecks.
Start with the Endpoint
Define the goal you wish to achieve with your workflow process, such as the achievement of a milestone in your project or a the launch of a new home page. This will help you to determine the actions such as information, technology, and people required to accomplish your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a nonproduction setting before transferring them to your production environment. This will ensure that you’re not placing your company at risk by using ineffective or untested processes.
Define conditions, wait nodes and actions on a canvas for workflow. Actions allow you to set up triggers to initiate the process, for example, when a record is in compliance with certain criteria. You can also add an option to stop the progression of a record until a specific event occurs. Condition nodes let you assess records based on their properties and control the progression of the record in accordance with the evaluations.
Review all the steps in your workflow, especially those that require handoffs. If the handoff involves people or systems they can be points of vulnerability that could lead to issues with communication or technical issues. Most often they are the root causes of delays or bottlenecks in the flow of work. Having clear documentation of your processes can help you prevent these mistakes.