Develop workflow procedures to manage your team’s activities and improve productivity. This requires identifying every step of your process and all those dependent on one another and capturing them on diagrams. This step is critical to avoiding common workflow errors like bottlenecks and delays.

Start with the Endpoint

Define the goal you wish to achieve from your workflow, for example the achievement of a milestone in your project or a the launch of a new home page. This will help you determine the tasks, information, technology, and people that are required to accomplish 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 to http://www.businessworkflow.net/2021/04/10/using-workflow-management-tools/ your production environment. This will ensure that your business is not at risk due to untested or incomplete workflows.

Define conditions, wait nodes, and actions on a canvas for workflow. Actions allow you to set up triggers to initiate the process, for example, when a record is in compliance with certain criteria. You can add a node which will wait until a certain event happens to stop the progression of the record. Condition nodes let you evaluate records according to their properties and manage the progress of the record in accordance with the evaluations.

Check all steps in your workflow. Particularly, pay attention to the ones that involve handoffs. Handoffs between systems or people can be vulnerable points that can lead to difficulties in communication or technical issues. Often they are the primary causes of delays or bottlenecks in the flow of work. Documenting your processes clearly can help you avoid these mistakes.