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Workflow management – A comprehensive guide

by Casey Schmidt  |  September 28, 2019

2 min. read
Businesspeople collaborating on a tablet.

Too often team members are overwhelmed by the amount of tasks given to them throughout the day. Unfortunately, this negatively affects the quality of their work. The solution is workflow management, a way to simplify the day-to-day tasks of a company and streamline workflow.

What is workflow management?

Workflow management is the supervision of a company’s day-to-day workflow. It involves overseeing customer transactions, daily tasks and work systems. It ensures that a company workflow is operating efficiently and in the most time-saving manner. Workflow management is the overarching administration of a company routine.

One way to understand workflow management is to visualize a beehive. The bees have daily tasks they complete based on the workflow of their hive. If the workflow isn’t as effective as it could be, the queen bee alters the workflow process until it is. Workflow management takes the role of the queen bee, changing the company workflow for optimization.

The first step in managing workflows

The first step in the process of managing workflows within a business is constructing the approach you want to take. Just as a workflow guides the everyday tasks of team members, constructing workflows guides how the workflow paces projects. This should encompass the end-to-end stages of your company’s daily routine and include which departments are involved.

A hierarchal structure floating above a graph.
The approach is a very important part of managing workflows.

Remember that setting up the type of workflow you want is only the beginning. Responsible workflow management involves analysis of the implemented workflow from time-to-time. It also requires adjustments based on the findings. Have reminders to check different parts of your workflow system to make sure you’re always improving upon the initial approach.

The benefits of workflow management

When companies manage workflows optimally, productivity is the first thing that strengthens. Everyday operations of a company are highly productive when they’re backed by ideal business structuring and mapping. Workflow management, through extensive preparation, creates an outline for success through enhanced productivity.

A successful workflow structures the tasks of a company project. A successful workflow management guides that structure with thorough, dedicated planning and evaluation. It’s one thing to have structure for the sake of structure. It’s another thing to have meaningful structure – workflow management ensures that.

A group of coworkers reviewing notes on a board.
Workflow management strengthens productivity.

Further considerations

The nature of a workflow management system is filled with difficult time-consuming work and evaluations. Fortunately, this work doesn’t have to all be completed manually. Many companies are supplement this process by using workflow software, which gives them an easier path to efficiency.

These programs handle a lot of the workload in managing how a company’s workflow is utilized. They automate many of the tasks and processes typically completed. They are especially helpful when it comes to monitoring daily tasks.

Workflow management is a detailed process that strengthens the structure of a company’s daily work. Use it in a way that best suits your needs in order to achieve the high efficiency it offers.