Workflow processes are the steps that the task goes through from beginning to conclusion, and are a crucial element of any project. They can help you plan and track important milestones and can help you reach them by establishing a clear sequence of tasks.
Begin by identifying the goals you want to achieve. Determine what needs to be done and who is accountable for each task. Also, consider the time each step will take. This will allow you to create an effective workflow that is customized to your business’s specific needs and goals to improve efficiency and yield the best possible results.
Next, talk to your team members and identify their responsibilities. This will help you eliminate redundant and overlapping tasks that waste resources, time and money. For instance, if a member of your customer service team is spending the majority of their time responding to phone calls but not dealing with emails, it could be time to shift that person’s workload to better meet your business’s requirements.
Then, take a look at your workflow map and see the areas where there are inefficiencies that can be eliminated. For example, if one of your workflow processes is taking too long due to a team that is waiting on the insight of another or another, reworking the process can accelerate the process and increase the satisfaction of both clients and employees.
Use interaction nodes to show choices that users will be presented with during a workflow process, like accepting or denying records. You can also add nodes to pause the workflow until a certain moment occurs, such as a customer reply.