A workflow process puts structure into the daily routines of companies so that goals are reached efficiently. It removes clutter and creates a system that guides workers to finish specific tasks. As a result, the end goal is achieved efficiently. So how do you go about implementing your own workflow process? It all starts with a true understanding of the procedure. Here’s a guide to get you started.

What Is Workflow Process?

Workflow process is a sequence of tasks structured to best fit a company’s needs and help them meet goals. Workflow process is typically successive and built upon organization-specific guidelines. It is the day-to-day work of a company project with structure and steps.

Here’s an easy-to-understand example of workflow process. You hire ten painters to paint a wall. In order for them to paint the wall the way you want, they need to follow steps that you’ve laid out for them. The first step is to use the same brush type and paint color. The next step is to divide sections of the wall. Think of the painters as team members at a company. Next, think of a painted wall as the end goal – be it a marketing advertisement or newsletter.

An illustration with a target surrounded by time-keepers.
Workflow process provides structure to companies.

How It Benefits a Company

The main benefits come from the structure and transparency of a workflow process. However, here are a few unique benefits that get overlooked. First, a workflow process increases productivity. When members work in unison to reach an end goal, they’re much more likely to hit that goal efficiently. Some of this increase in productivity is a result of fewer errors, which happens due to transparency.

Another way a workflow process benefits a company is by helping determine strengths and weaknesses of team members or departments. By dividing daily tasks into different departments, administrators are able to see which is bringing the best results. They can then change gears and delegate different tasks to the right people.

A picture of structured workflow in an office.
Workflow process brings transparency to company workflows.

Tips for Setting up a Workflow Process

The first thing you need to get situated is figuring out what you want to accomplish. Whether it’s a creative project, marketing campaign or other proposal, you need to know what you want to achieve. The next part of the process is creating the steps or stages your company needs to achieve the end result. The common wisdom is to create your workflow process from the end result to the first step (backwards). Each stage should compliment the next and be carefully planned to include how long it will take and which department will tackle it.

Most companies choose to implement some sort of workflow management software to assist in the automation of workflow process. A good program has tools that lay everything out for administrators, including schedules, timelines and spreadsheets. The industry has developed recently, so your selection options are wide.

The efficiency of a workflow process cannot be overstated. Teams fulfill duties and campaigns finish quickly when steps and order are implemented. Make sure you’ve evaluated your workflow and the key factors it affects.

Casey Schmidt – Content Manager and Industry Expert | Canto

Casey is a content management and branding expert who enjoys taking complex subjects and making them easy to understand for readers.