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Our Services

• Process Improvement
• Workflow Management
• Team Optimization
• Build a Remote Team
• Succession Planning
• Talent Acquisition

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Workflow Management

Workflow Management is a segment of the larger section of Business Process Management (BPI).  The goal is to optimize an organization’s processes and procedures and simplify them, while monitoring the output of individual team members.  It also enables one to assess and improve business operations, prepare for risks, plan for growth, and consider how trends might be optimized.

An orderly approach to workflow management empowers the team to become organized, results oriented and take ownership for their piece in the system.  The result is that it reduces the need for micro-management and provides transparency.[/vc_column_text][vc_column_text]

Automation

Workflows should be automated whenever possible to attain faster output and increase the speed and accuracy of repetitive tasks.  This relieves team members to spend time performing higher valued tasks thus reducing costs

The benefits of automation include regulating tasks to ensure consistency in results, provide team members clear expectations, reduce bottlenecks, increase productivity, decrease the need for communication across team members and provide a statistical audit trail with which to measure performance[/vc_column_text][vc_column_text]

Components of Workflow

Trigger (or starting point)

This is the catalyst to begin the process.  Whether it is a customer filling out a request form, a recruitment or procurement request, or protocols within your accounting system, these are events that commence the workflow process.

Execution, functions, participants, documentation

The execution of the work to be done are defined as the actions required to generate the desired result.  A smooth flow is essential to reduce bottlenecks and avoid confusion.

The functions are the undertakings required to achieve the specified outcome. Each function must be identified and diarized.

The participants are the individuals or systems and tools required to perform a task and require resources such as time and money.

• Every person’s involvement needs to be established and placed in sequential order
• Each system and tool utilized in the process must be added to the process in chronological order; investigate potential areas of automation

The documentation in detail is a critical part of the process as it standardizes the procedures, clarifies role responsibilities, and reduces challenges caused by staff turnover

Result or Outcome

The effect that is produced by the procedures.  These results should be distinct, measurable, and necessary to the effective operation of the business.  The results need to be tested before widely implemented, and involved team members need to be trained

Optimization

Oversee the operation and optimize to ensure accuracy, efficiency, and performance.  Appraise the interaction with other processes in the business operation[/vc_column_text][vc_column_text][/vc_column_text][vc_column_text]

Connect Today!

Connect today to learn how we can assist you with optimizing your Workflow Management.  We provide a free consultation and offer services at competitive rates.

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Considerations

• Create detailed documentation
• Make step progression seamless
• Reduce bottlenecks
• Automate when logical
• Optimize resources
• Set reasonable deadlines
• Audit and adjust

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Let’s talk

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