Processes for workflow can be developed to increase team productivity and help organize the work of your team. This requires identifying all steps involved in your process and even those that are interdependent, and documenting them using an outline of the flow chart. This step is crucial http://www.businessworkflow.net/2021/04/23/features-you-may-look-for-in-a-document-management-software-package/ to avoiding common errors in workflows, like delays and bottlenecks.

Start with the Endpoint

Write down the goal you wish to achieve with your workflow. For example, a project milestone. This will help you identify the essential actions including information, personnel, and technology that need to be in place to accomplish your goals. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction environment before migrating them to your production environment. This ensures that you aren’t putting your company at risk with untested or incomplete processes.

Define conditions, wait nodes, and actions on the canvas of a workflow. Actions allow you to set triggers that will initiate the process, such as when a record is in compliance with certain requirements. You can also include the wait node to stop the progress of a record until a certain event occurs. Condition nodes let you assess records according to their properties and manage the progress of the record based upon the evaluations.

Review every step of your workflow. Be particular about those that involve handoffs. Handoffs between people or systems are vulnerable points that can lead to miscommunications or technical problems. These are usually the primary causes of delays and bottlenecks in a workflow. Documenting your processes clearly will help you avoid these mistakes.