The process of creating workflows involves identifying the various tasks that are involved in a procedure and how they interact with one other. The aim is to create a streamlined process that minimizes the amount of work that can be completed in the desired timeframe. The input of stakeholders is crucial in the creation of workflow processes, since it can help identify potential barriers and helps to make the process more efficient.
Getting Started
Begin by brainstorming the steps that are required for the specific process that you’re trying to automate. Ask your team to describe the existing processes and what they think could be improved. Then, take those insights and structure them into a process by asking questions such as: What exact jobs need to be completed? Who is accountable for each task? How long will it take to complete each task?
Once you’ve identified the tasks, you must determine who is responsible for each step and any overlapping tasks that must be eliminated. Then, create a diagram that clearly shows each step and their connections to one another. Arrows can be used to show the dependencies between tasks, or diamond shapes for decision points.
Once the workflow has been developed It is important to test it to ensure it works smoothly. Make sure to include all the information required especially if you have any dependencies or unique cases. Make sure you include feedback from your team members as they use the workflow on a regular basis to improve its functionality and effectiveness.