Workflow processes can be developed to increase team efficiency and streamline the tasks of your team. This requires identifying all steps involved in your process including those that are interdependent, and documenting them using a flowchart. This is vital to avoid common workflow errors, such as bottlenecks and delays.

Start with the Endpoint

Define the outcome you wish to achieve with your workflow. For example a milestone in your project. This will www.businessworkflow.net/ allow you to identify the processes such as information, technology, and people needed in order to reach 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 to the production environment. This will ensure that your business isn’t at risk because of untested or insufficient workflows.

Define actions, condition nodes and wait nodes on a workflow canvas. You can create triggers to activate a process in the event that a record meets a certain threshold. You can also include a wait node that will stop the progress of a document until a specific event occurs. Condition nodes let you assess records based on their properties and control the progression of the record based on the evaluations.

Check all the steps in your workflow, especially those that require handoffs. Handoffs between systems or people can be a risky point that could lead to errors in communication or technical issues. Many times they are the root causes of delays or bottlenecks in the workflow. A clear record of your processes can help you avoid these errors.