Processes for workflow can be developed to increase team efficiency and organize the tasks of your team. This means identifying each step of your process and all those dependent on each other and documenting them in an outline. This step is essential in avoiding common workflow mistakes like bottlenecks and delays.
Start with the Endpoint
Define the outcome you wish to achieve with your workflow. For example an achievement milestone for your project. This will help you identify the essential actions such as information, people and technologies that must be in place to meet your objectives. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a nonproduction setting before transferring them to the production environment. This will ensure that your company isn’t in danger due to untested or incomplete workflows.
Define actions, condition nodes, and wait nodes on a workspace canvas. Actions allow you to create triggers that initiate the process, for example, when a record meets certain requirements. You can create a node that will wait until a specific event occurs to stop the progression of the record. Condition nodes permit you to evaluate 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 people or systems are vulnerable points that could result in difficulties in communication or technical issues. These are usually the primary causes of delays and bottlenecks in the workflow. A clear and concise record of your processes can help you avoid these mistakes.