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3 months ago

Back to glossary overview

Workflow

A workflow refers to the sequence of tasks, activities, or processes required to achieve a particular outcome. It is essentially a structured sequence of work steps performed by a person, a group of people, or a computer system. Workflows can be found in almost all areas and industries, from manufacturing to administration to services.

Definition: What is a workflow?

A workflow, also known as a workflow, is a systematic process designed to help a team achieve its goals by providing the right people with the right information at the right time. By setting up a workflow, information can be structured in such a way that it is not only easy to understand but also repeatable. In addition, good workflows enable the automation of business processes, which leads to a noticeable increase in efficiency and shorter turnaround times.

Three phases of effective processes

To describe a workflow, effective processes can be roughly divided into three phases: conception, execution, and verification.

Conceptualization Execution Review
  • Idea creation and information acquisition
  • Define new tasks
  • Prioritize and allocate resources
  • Development and review of tasks
  • Progress tracking during execution
  • Approval of completed tasks
  • Reporting on completed workflow

What is a digital workflow?

A digital workflow transforms manual processes into automated steps by using digital tools and technologies such as workforce planning software to accelerate and optimize the flow of work. From capturing data to delivering results, a workflow management system offers efficiency and flexibility.

Digital workflows have the advantage of being more easily automated, allowing employees to save significant time, especially on simple tasks.

When is a workflow used?

Workflows have their full impact at both the team and department level when used strategically. Through targeted implementation, they create the necessary transparency and structure that allows your team to achieve goals more efficiently and reduce processing times.

An effective workflow can be used in various scenarios, including time-based projects such as marketing campaigns, onboarding programs for new employees, or procurement processes. In addition, it is ideal for recurring workflows and ongoing tasks such as creating content calendars, handling IT requests and tracking errors. By applying workflows in a targeted manner, teams can optimize their workflows and achieve greater efficiency and collaboration.

Optimize workflow management in your business

Learn how our Field Service Management software can make your workflows more efficient and productive. Use standardized ticket workflows to ensure maximum visibility and improve prioritization.

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What are the functions of a workflow?

At a glance – the main functions of a workflow are:

  • Modeling: The creation and visualization of workflows in the form of diagrams or other models to define the structure and flow.
  • Automation: The automation of recurring tasks or steps within the workflow to increase efficiency and reduce errors.
  • Task Assignment: The assignment of tasks to specific individuals or groups within the organization, along with deadlines and priorities.
  • Monitoring and reporting: Monitoring the progress of tasks and activities within the workflow and generating reports on performance, bottlenecks and optimization opportunities.
  • Integration: Integration with other systems and applications to seamlessly share data and link workflow to external resources.

Workflow management systems can help improve efficiency, transparency and control over work processes in an organization, which in turn can lead to increased productivity and quality.

What is the importance of workflows for businesses?

The importance of workflows in companies can hardly be overstated, as they form the basis for efficient work processes. The organization of these operations, ranging from simple tasks to complex organizational structures, is crucial for smooth operation. However, companies often face challenges arising from the structures they have grown. These can complicate workflows and lead to inconsistencies, especially if activities are not optimally coordinated. Divergences between departments and areas of responsibility are not uncommon and can affect efficiency. Therefore, it is of great importance to continuously analyze, adapt and optimize workflows to ensure smooth collaboration and ensure long-term business success.

Individual workflows offer these advantages for companies

1. Ensure workflows and increase quality: By using templates and clear rules, errors are reduced, which increases quality. Management systems also support compliance with processes.
2. Optimize workflows and increase efficiency: Requirements and rules accelerate turnaround times and minimize waiting times. A smooth operation increases the efficiency of the result production.
3. Increased transparency: Clear processes and defined conditions allow better visibility into the progress and responsibilities within a project.
4. Improved communication: Automatic notifications of new tasks facilitate access to information, increasing efficiency and reducing unnecessary communication.
5. Improving collaboration: The need to draw on the preliminary work of other team members promotes teamwork and common understanding.
6. Providing up-to-date information for better decisions: Monitoring allows managers to access up-to-date status information that is critical to making informed decisions.
7. Increase productivity: without compromising quality or increasing costs, productivity and resource planning are improved.
8. Removing information barriers: A centrally accessible source of information minimizes manual information acquisition and duplication.
9. Clarity and avoidance of ambiguity: Team members clearly understand how their work contributes to common goals and can focus on effective activities.

Request a live demo for Innosoft FSM software now

With Innosoft’s software solution, you can automate and optimize workflows, workflows and resources for your business. Do you have questions about integration, software or need advice? Just get in touch with us via our contact form – we look forward to your inquiry!

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How is a workflow structured?

It is important to understand how such a workflow is structured and which components make up a workflow.

A workflow starts with a trigger that acts as a trigger. It also needs an endpoint to determine when the workflow is complete. It comprises a series of work steps that can be sequential or parallel. It is important to define a state that indicates whether an activity has been successfully completed or not.

In order to structure the processes clearly, the activities are assigned to different stakeholders, including people and systems. In addition, the structure of a workflow also includes a document structure that is centrally accessible to all stakeholders. In this way, the workflow provides information, tools, and documents when they are needed to perform the activities.

How to create a workflow

When creating a workflow, follow these steps:

Get an overview

First of all, a comprehensive overview of the established processes in the respective company is important. If there is no clear overview, individual processes should be defined and outlined at the beginning.

Business process modelling

Then comes business process modeling. This determines who, when and what needs to be done in the process. This step is used to structure the process, plan and advance workforce management within the company.

Workflow modelling

Based on business process modeling, workflow modeling follows. Determine which systems can technically support the corresponding business process. Break down the process into small steps that can be technically automated.

Review and adaptation

Finally, you will receive a workflow that you should regularly review and adjust to make sure it meets the current requirements and needs of your business.

Visualizing the workflow is crucial to working effectively with it. Usually, project management tools or software are used for this. These tools allow a clear presentation of the workflows, which increases efficiency and productivity in everyday work.

info@innosoft.de
+49 231 427 885 – 0
Martin-Schmeißer-Weg 15 44227 Dortmund

Contact us for more information about our FSM software!

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