Processes for workflow can be developed to increase team efficiency and help organize the tasks of your team. This includes identifying all steps involved in your process and even those that are interdependent, and capturing them with a flowchart. This is vital to avoid common workflow mistakes like bottlenecks and delays.
Start with the Endpoint
Determine the desired outcome you want to achieve with your workflow. For example, a project milestone. This will help you identify the essential activities, information, people, and technologies that must be in place to achieve your objectives. It will also help you determine whether the workflow is effective/successful.
Test workflows before migrating to production. This will ensure that your company is not at risk because of untested or insufficient workflows.
Define conditions, wait nodes and actions on a canvas for workflow. You can create triggers to initiate a workflow in the event that a record meets a certain criteria. It is possible to add a node which will wait until a specific event occurs to stop the progression of the record. Condition nodes permit you to evaluate records based on their properties and control the progress of the record in accordance with the evaluations.
Review all steps in your workflow. Pay special attention to those that require handoffs. Whether the handoff is between people or systems they can be points of vulnerability that could lead to issues with communication or technical issues. These are often the main causes of delays and bottlenecks in the flow of work. A clear and concise record of your processes can help you avoid these errors.
