Workflows can be designed to boost team productivity and streamline the tasks of your team. This means identifying each step of your process, including those that are dependent on one another and documenting them in a flowchart. This is vital to avoid common workflow errors that cause bottlenecks and delays.

Start with the Endpoint

Define the outcome you wish to achieve through your workflow. For example, a project milestone. This will help www.businessworkflow.net/ you to determine the actions and information, as well as the technology and people required to achieve your goals. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction environment before transferring them into your production environment. This will ensure that you’re not placing your company at risk by using ineffective or untested processes.

Define conditions, wait nodes and actions on a canvas for workflow. You can create triggers to trigger a process, for example when a record meets a certain requirements. You can also include the wait node to stop the process of a record until a certain event occurs. Condition nodes let you examine records based on the properties they have specified and direct the progress of a record based on the evaluations.

Review all steps in your workflow. Pay particular attention to those that involve handoffs. Handoffs between individuals or systems can be a risky point that could lead to issues with communication or technical issues. These are typically the main causes of bottlenecks and delays in the process. Making sure your processes are documented can help you avoid making these mistakes.