Eight Simple Steps to Unlock the Magic of Workflows

2 min read
Nov 23, 2015 1:20:04 PM

Across your enterprise, using workflows to collaborate and organize communications allows you to be able to take someone down the buyers journey all by the touch of one button. Team efficiency and productivity improve because the workflow helps to both organize and drive the process. As a result, team members can focus on their work instead of managing the workflow. Here are eight simple steps on you how can unlock the magic of workflows. workflows

  1. Customize

By designing a workflow, you can attach a sequence of rules and conditions to a list or library. It helps organize a series of actions that go along with the work process. It’s important to customize the workflow so it helps to make your specific requirements easier. Outline your business processes and create the system so that it is as simple or as complex as your enterprise demands.

  1. Communicate

One of the main reasons projects can get out of hand or change scope is because of lack of communication. With a workflow, you provide a clear line of communication, so no single person is in charge of the success of the project. 

  1. Empower

The purpose of automated workflows is to help save you time and eliminate micromanaging. It gives your employees the opportunity to focus on their valuable work, instead of exhausting themselves doing the same task over and over.

  1. Streamline

Providing a single, streamlined and repeated process in a one location is a game-changer for businesses. It gives employees a home base to consult and collaborate in. Workflows eliminate the guessing game of finding the schedule, or who touched the project last, or what is the most current version. The centralized data helps you identify what works for your employees.

  1. Evaluate

You may think you know exactly what your scheduling capabilities need – and that’s great! But be sure you’re examining if the communication you deploy is using all of the capabilities you need. Workflows are most effective if they fulfill all of the necessary tasks to suit your prospects needs. By evaluating you are able to see what may need to be updated to improve the process.

  1. Compliance

Most businesses have a set of rules and regulations that they need to abide by. Fortunately, the repeatable and automated nature of workflow systems are well-suited to compliance. Implementing a team or a person to manage the workflow is another important aspect of ensuring compliance.

  1. Update

The most beneficial workflow management systems send both email notifications and other push notifications to remind employees, prospects or customers of the next step in the schedule. Users need to be consistently updated, so that they will remember when to take action.

  1. Visibility

Paperwork can quickly bog down the efficiency of your employees, not to mention add to levels of confusion. Workflow systems allow consistent tracking of the item or project. It allows key people to view the critical processes at every point, diagnose possible problems and monitor the performance of each person involved.

Workflow management systems provide major benefits to any type of organization for many different reasons. It creates an efficient, cost-saving culture that will also cut out unnecessary work.

Setting up workflows can be very complex and confusing. Need help? Contact us and we will answer any question you may have!

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