How to Develop Workflow Processes

Workflow processes are a crucial element of any project. They’re the steps a task follows from start to completion. They can help you plan and track important milestones, and they can assist you in achieving them by establishing a logical sequence of tasks.

To design workflow processes, start by identifying your objectives. Find out what needs to be accomplished, who’s accountable for each task and what time each step will take. This will allow you to create a custom workflow that is tailored to your company’s specific needs and goals. This will increase efficiency and productivity, and will ensure the highest quality results.

Next, identify the responsibilities of your team members. This will allow you to eliminate tasks that are redundant and overlap that eat up time, resources and money. For instance, if one member of your customer service team is spending most of their time answering phone calls, but not addressing emails, it may be time to reallocate that individual’s work to better meet your business’s needs.

Examine your workflow map and determine where the inefficiencies are. If, for instance one of your workflows are taking too much time because employees wait for insight from another, reworking that process could increase customer and employee satisfaction.

Use interaction nodes to define the options that users are presented in a workflow process, such as approving or rejecting a record. You can also include wait nodes which halt the workflow for a period of time or until a particular event occurs, such as receiving a reply from a customer.

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