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4 Noteworthy Workflow Best Practices

By CIOReview | Thursday, January 14, 2021

A streamlined workflow can go a long way into making the business office process.

FREMONT, CA: The business leader will often come across people suggesting them to use software or go online to seek help. Most believe for some reason that technology can get everything done. In reality, businesses have to follow some of the best practices when creating anything, be it workflows or a business strategy. A streamlined workflow can go a long way into making the office process. Here are some best practices to follow to avoid unnecessary hang- ups in the workflows.

• Workflow Needs a Map

As experts say, by failing to prepare, enterprises are preparing to fail. The seemingly simple workflows are often more complicated, especially when there are several steps and approvals involved. That is why every workflow needs a map. Workflow mapping is how firms keep track of workflows, so enterprises know what is not working, why it is not working, and what to do.  Having some form of a well written or drawn-out workflow map can keep organizations aware of each step in the process.

• Plan for Delays and Bottlenecks

One of the critical steps to successful workflow deployment is planning for things to go wrong. Part of the workflow mapping will be estimating any delays or setbacks in the workflow ahead of time. From a mapping standpoint, the workflows should include rejected approvals, edits, and expired workflows. Beyond that, it is important to note what happens when a workflow fails to be executed.

• Asking Questions

When things go wrong, it is easy to blame people who are assigned to certain workflow steps. If an approval step is delayed, the person responsible for approving it might get emails about it until the step is approved. Because notifications and reminders can be automated, it is seamless to forget that people sometimes need human help. Before jumping to conclusions, it is important for management or leadership to ask questions first.

• Using Right Tools of Automation

In some cases, workflows break down due to improper planning, and in other cases, delays and setbacks occur because there is no automation in place to start with. If enterprises are not automating essential parts of the workflow, it is seamless to go wrong. Tasks that don’t need human approval should be automated. Notifications and reminders for human-assigned tasks should fall into that category.

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