Workflow processes can be developed to boost team productivity and help organize the tasks of your team. This involves identifying every step of your process including those dependent on one another, and documenting them using an outline. This is vital to avoid common mistakes in workflows, such as delays and bottlenecks.
Start with the Endpoint
Define the goal you wish to achieve www.businessworkflow.net/2021/04/18/best-project-management-tools-for-easier-management-and-sharing-of-data/ with your workflow, for example the achievement of a milestone in your project or a the launch of a new home page. This will help you to determine the actions and information, as well as the technology and people needed to achieve your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a non-production environment before transferring them into your production environment. This will ensure that you’re not putting your business at risk with insufficient or untested processes.
Define actions, condition nodes, and wait nodes on a workflow canvas. Actions let you set up triggers that activate the process, such as when a record is in compliance with certain criteria. It is possible to add an action that will wait until a certain event occurs to stop the progress of the record. Condition nodes let you assess records based on their properties and manage the progress of the record based on the evaluations.
Examine all steps of your workflow, particularly those that involve handoffs. Handoffs between people or systems can be a risky point which could cause difficulties in communication or technical issues. These are typically the main causes of delays and bottlenecks in the process. A clear and concise record of your processes helps to avoid these mistakes.
