Step 1: What job do you want to implement as a workflow? Is it repeatable? Ask for help from the actor(s) who usually do it.
Step 2: Collaborate with the stakeholder(s) regarding what tasks need to be included and what processes can be eliminated with a nod to efficiency. Then, discuss your expectations for outcomes.
Step 3: Map out each process in minute detail. By doing so, you will begin to clearly visualize the tasks that are causing waste and can either eliminate them or outsource them to improve efficiency.
Step 4: Make a rough estimate of how long each task would take. At this point, you have no experience. Once you have launched your workflow, you can update this section of your diagram.
Step 5: Gather all your pieces to create your workflow diagram. Be sure to include the key elements – the actor(s), activities, and expected outcomes.
Remember that your workflow diagram is not indonesia phone number static. It should be a living document. Continue to refine the processes as you move forward, learn more, and change your goals. Once you are ready, you can design your process in a BPMN 2.0 software where your workflows can be executed.
Technology must be simple, to begin with
When you’re ready to digitize your workflows, it’s essential to start with an organizational self-assessment. There may be a lot of excitement around what you can do with your new software, but you need to keep your expectations realistic. Additionally, you want a software solution that fits your expectations and your budget. If you haven’t used workflow management software in the past, you may be overwhelmed at first. Take your time and start small. Start with a simple process and work your way up from there. Learn how things work before you do an end-to-end deployment. Also, give your stakeholder(s) time to get used to the software.
Considering manual processes
This is an important section because workflows are about managing manual processes more efficiently. Where is the low-hanging fruit? What are the manual processes that are taking up the most time for your employees? What are the manual processes that are preventing your employees from focusing on their high-level tasks? These are the processes you should start with when implementing workflow management software.
Now, instead of entering data, you can use task triggers. Unlike manual transfers, you can use workload balancing and/or automatic work distribution. You will start to notice the ROI immediately when you automate some of your most time-consuming manual tasks.
