A workflow is an orchestrated sequence of activities that can be automatically executed repeatedly. Moreover, workflows are used to execute several tasks like processing information, providing services, transforming materials, and more. Their main characteristic is the movement of data.
A good workflow is characterized by clarity of the path of data movement, clear responsibilities for stakeholders, accurate deadline prediction, and risk identification. It also must be easy to create and modify.
How to create a powerful workflow
A workflow is used to define the most optimal process of completing a task. You can also use it to define what is being done, who is doing it, and how long it will take. To create a good workflow, you need to do the following things:
1. Identify and observe the resources
The first thing you have to do is pinpoint the resources you have to make and execute the workflow. Do you use paper forms of workflows, or does your company have digital forms and email threads? Do you have an automation tool to execute it directly?
You must also know exactly who is involved in the execution of a current workflow. You must talk to the process operatives and learn about their problems before creating one for their task.
2. List out the task sequence
Workflows that do not have a clearly defined structure lead to a slow process and delayed completion of the task. A structured, chronologically sequenced workflow aids a non-linear execution of tasks in which multiple activities can take place at the same time. This can significantly reduce the completion time. However, while making a workflow, it is important to make sure that two resources don’t overlap during parallel tasks.
3. Assign roles
Once you have organized the task sequence, you must identify the people responsible for the tasks and assign them their roles. Some tasks can move forward without intervention, while a few need approval, modification.
An automation engine can aid you in this step by progressing a task from one level to the next. Crust CRM’s automation engine, Corredor is one of the best tools for the creation and execution of workflows.
4. Visualize the workflow with diagrams
Creating diagrams and flowcharts for your workflows can help you and your team visualize the whole process and understand it better. A business process modeling tool can help you construct comprehensive diagrams of your workflows.
Crust – Increase Your Business’ Efficiency With the Smartest Workflow Creation Tool
Crust is an open-source CRM platform that creates business logic with an advanced workflow engine. Furthermore, the easy-to-use low-code-based platform can be used to streamline and automate the most crucial and complex business tasks. Try a demo of the exemplar CRM software to use the smoothest workflow engine.