How Can Workflow Management Improve Your Productivity?
If you’ve heard the term “workflow management” before and wondered how it can work for you, read on!
We all know that having a clear, documented process to follow is best practice for business. Processes ensure all tasks are complete, that each client receives the same level of service and the things run smoothly.
If processes aren’t well documented, how do you make sure each member of your team follows the same steps? If they are well documented, how do you make sure each step is completed?
Simple – you need to automate.
Introducing Workflow Management
You may be wondering what “workflow management” is, so let’s take it back to step. A workflow is all the steps in your process, itemised on a task by task basis, so it’s easy to see what comes next, what steps are dependent on others and so on.
Workflow management is when you use a system to manage the process. Your workflow is mapped into workflow management software, which tracks each job entered. The system carries out some of the tasks and prompts you when manual action is required. It takes away the “too busy to do” excuses and the forgotten deadlines.
How does it work?
When you use workflow management software, you plot all the tasks in the flow into the system. Automated and manual actions are specified, and user roles.
When new “jobs” are added to the workflow, the system moves the job through the flow. The system takes action when required (for example, emailing the client to say a document is received). It also prompts the users when needed, through reminders and task lists.
Anyone in the team can see where jobs are at and what needs to be done. It makes life super efficient, organised and reduce stress levels dramatically.
How do you get started?
For workflow management software to work, you need to have your processed documented. This is the part that can take the time, but get it right now and you will be ever so grateful later. Take the time to sit down and plan out your processes – get your team involved. Consider what works and what doesn’t.
Then you need to pick software to use. Again, invest the time now to be sure you get what your business needs. Naturally, we recommend the use of automated software to manage your workflow. It might feel like a big step to take, but it’s vital for any business managing lots of data.
But exactly how does Workflow Management help with productivity?
Simple – each step runs through the workflow, so you don’t forget a thing. Don’t forget another email, important actions and follow ups are all scheduled. Capture all invoices and costs. There is no need to constantly check in with your team for a status update – see it all online, anywhere, anytime.
With everything at your fingertips, you can focus on making sure you’re getting the most out of your business, and think about the big picture stuff. Which is what all business owners want, right?
Pricing to suit your needs – now and in the future…
Our flexible plans mean you can start where you are now, and move as your business grows.