In order to develop workflow processes, you must identify the tasks involved in a process and how they interact with one and each other. The goal is to develop an efficient process that reduces obstructions and ensures that work can be completed in the time frame you want it to be. The input of stakeholders is essential to the development of workflow processes, as it can help identify potential barriers and makes the process more efficient.
Getting Started
Begin by imagining the steps that must be taken to implement the specific process you’re trying to automate. You can ask your team members to describe the current processes and what they think could be improved. Take the suggestions and structure your workflow by asking questions like What specific tasks have to be done? Who is responsible for each task? How long will each task be completed?
Once you’ve identified the tasks, figure out who will be accountable for each step and any overlaps that need to be eliminated. Create an outline of the various steps and their relationships to one another. You can use arrows for dependencies, and diamond shapes to represent decision points.
Once the workflow is set up it is essential to verify that it works smoothly. Be sure to provide all the information required especially if you have any dependencies or special cases. Finalize, incorporate feedback from team members who use the routinely to improve the efficiency and usability of the workflow.