In order to create workflow processes, it is important to determine the tasks involved in a particular process and their interactions. The goal is to develop an efficient process that reduces obstructions and ensures that work can be completed in the time frame you want it to be. The input of the stakeholders is essential in the creation of workflow procedures, since it helps to identify any obstacles and improves efficiency.
Getting Started
Begin by brainstorming the steps that must be taken to implement the specific process you’re trying to automate. You could also ask your team members to explain the current procedure and how they believe it could be improved. Take the ideas and organize your workflow by asking questions such as What tasks exactly need to be completed? Who is accountable for these tasks? What is the time each task take to complete?
Once you’ve identified the tasks, determine the person who will be responsible for each step and any duties that are overlapping and must be eliminated. Then, draw an outline that clearly outlines all of the steps as well as their relation to each other. It is possible to use arrows for dependencies, and diamond shapes to represent the decision points.
It is essential to test the workflow after it’s been developed to ensure it runs smoothly. Make sure that all the necessary information is provided to the team, especially in the event of dependencies or exceptions. Make sure you include feedback from your team members as they utilize the workflow regularly to improve its practicality and efficiency.