Develop Workflow Processes to Organize Your Team's Work - Best Mortgage Rates

Workflow processes can be developed to increase team productivity and streamline the tasks of your team. This involves identifying all the steps of your process including those that are interdependent, and documenting them with a flowchart. This step is crucial to avoid common mistakes in workflows, such as delays and bottlenecks.

Start with the Endpoint

Name the outcome you want to achieve with your workflow, like an achievement in your project or a the launch of a new home page. This will help you identify the activities, information, technology, and people required to achieve your goals. It will also help you determine whether the workflow is effective/successful.

Test workflows prior to moving them into production. This will ensure that your company is not at risk due to insufficient or untested workflows.

Define conditions, wait nodes and actions on a canvas for workflow. Actions allow you to set triggers that will initiate the process, such as when a record meets certain criteria. You can also include the wait node to stop the process of a record until a certain event occurs. Condition nodes let you evaluate records based on www.businessworkflow.net/2021/02/22/what-is-special-about-this-tool-top-features-of-workflow-process-management/ their properties and control the progress of the record based upon the evaluations.

Review all steps in your workflow. Pay special attention to those that involve handoffs. Whether the handoff occurs between people or systems, these can be areas of vulnerability that could lead to confusion or technical issues. Most often these are the main reason for delays or bottlenecks in the workflow. Documenting your processes clearly can help you avoid making these mistakes.