Workflows can be designed to improve team productivity and streamline the work of your team. This requires identifying every step of your process and all those dependent on one another and capturing them on a flowchart. This is crucial to avoid common workflow errors such as bottlenecks or delays.
Start with the Endpoint
Define the goal you wish to achieve through your workflow, for example a project milestone or the launch of a new home page. This will help you identify the necessary activities, information, people, and technologies that must be in place to accomplish your goals. It will also help you determine whether the workflow is effective/successful.
Test workflows prior to transferring them to production. This will ensure that your company isn’t in danger due to insufficient or untested workflows.
Create wait nodes, conditions and actions on the canvas of a workflow. Actions allow you to set triggers that will initiate the process, such as when a record meets certain requirements. You can also include a wait node to halt the progress of a document until a specific event occurs. Condition nodes allow you to evaluate records based on their properties and control the progression of the record according to the evaluations.
Review every step of your workflow. Pay particular attention to those that www.businessworkflow.net/2021/02/22/what-is-special-about-this-tool-top-features-of-workflow-process-management/ involve handoffs. If the handoff is between people or systems they could be vulnerable points that could result in difficulties in communication or technical issues. Often, these are the root reason for delays or bottlenecks in the process. Having clear documentation of your processes can help avoid these errors.