In order to develop workflow processes, you must identify the tasks involved in a particular process and how they interact with each and each other. The goal is to simplify the process to reduce bottlenecks and complete work within the desired timeframe. Input from stakeholders is a key element of developing workflow processes since it can help identify any potential obstacles that may arise and make the process more efficient.

Getting Started

Begin by imagining the steps that should be taken to complete the specific process that you’re trying to automate. You can ask your team to describe the existing processes and what they think could be improved. Asking questions such as What specific tasks are needed? Who is responsible for these tasks? How long will each task take to complete?

Once you’ve identified the tasks, determine who is responsible for each step and any duties that business processes are overlapping and should be eliminated. Create a diagram that illustrates the relationships between all of the tasks and the steps. You can use arrows to show the dependencies between tasks, as well as diamond shapes for decisions points.

Once the workflow is set up it is essential to test it to make sure that it functions smoothly. Make sure that all the necessary information is provided to the team, particularly in the event of dependencies or any other exceptions. Finalize, incorporate feedback from team members who use the routinely to enhance its effectiveness and efficiency.