Beginner’s Guide to Workflow Design.


beginners guide to workflow design

What is Workflow Design?

Workflow design is the backbone of every task in an organization because when it is laid out properly, it can help improve operating efficiencies by more than 83%. In addition, employees save a lot of time, avoid hurdles and work towards bigger goals with no delays.

Creating the perfect workflow design is not a trivial job because you have to lay down the process flow diagram in detail and specify various decision points. What sounds great on paper may not work well in real life. Creating the ideal workflow design happens over multiple cycles of design, deploy, test, and modify.

Instead of aiming for a fullfledged complex workflow design the first time, it is better to start small by designing a tiny part of the process.

The Process of Designing a Great Workflow

A workflow design should have a starting point which you can refer to as initiation. The initiation may happen in different ways – via email, importing a spreadsheet, calling an API, or manually filling in a form.

Client invoicing

The data should seamlessly move from one step to another and the workflow automation software should be able to capture it easily. The workflow software that you use should be capable of providing a wide-ranging toolset to design your workflows in great detail.

It would be nice to be able to print your process flowchart for ready reference.

Video: How to design a workflow by yourself?

Best Practices for Designing Exceptional Workflows

  1. Start by creating simple workflows for generic processes as they are easier to understand and requires minimal steps to be completed
  2. Move onto newer tasks that need to be verified and approved by different people
  3. Create a node that will act as the decision point
  4. The task should then further move down the connection line to reach multiple nodes before it reaches the final stage
  5. Tasks completed can be marked done in the workflow process

Simplifying the Process

The creation of a workflow process is similar to how a flowchart is built.

For example, the invoices from your suppliers and vendors arrive at various times and have to be managed efficiently. The client invoicing process flow can be a messy affair as it affects the relationship with the suppliers and vendors. Ensuring prompt approvals is imperative to make the payments in a timely manner. Managing client invoices and vendor payments via email and spreadsheets is not only time-consuming but also adversely affects the relationship

Client invoicing

A visual representation of your process flow can be created using reliable workflow software. The software typically contains a workflow designer that provides a canvas and a toolbox to create workflow stages and connections between the stages. The flowchart clearly depicts the initiator that creates the tasks and assigns work. Automatic notifications to the respective stakeholders help in the seamless operation of your process. An integrated view of the complete flow helps in making better decisions.

The Benefits of a Great Workflow Design Software

  1. A clear picture of the entire operational flow is obtained
  2. A collaborative decision-making process helps in better outcomes for all stakeholders
  3. Departments working together rather than in silos
  4. Organizational goals are achieved with a clear definition of roles and responsibilities
  5. Complex processes like invoice management, employee onboarding and leave approvals can all be automated

Experience the power of workflow design on a reliable platform.

  • No more paper – The time when people used printouts and files is long gone. You can go completely digital.
  • The big picture – Get access to the big picture of an organization so that employees are motivated and give their best.
  • Happy workplace – Employees will love to have their time-off requests approved quickly.
  • Bottlenecks eliminated – The bottlenecks in your process flow can be removed through automated email reminders.
  • Productive workforce – With clear roles and responsibilities, the workforce is available for more productive tasks.

Cflow Brings Workflow Design to Life

Cflow contains a visual workflow builder that helps create workflows for all your organizational needs. Everyone from the Human Resource, Finance, or Operations teams can design and deploy workflows to improve the productivity of your employees.

In addition, Cflow also eliminates paper usage, makes digital completely viable, and provides access to all your important documents on all devices, such as Laptops and Smartphones. Cflow makes it easier for external and internal auditors to review work at the end of the year. Using Cflow for your workflow design can bring about a refreshing change to your organizational culture.

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