- What level of workflow you need
- How workflow differs from business process management
- Best practices for implementing workflow
From a business perspective, workflow is a way to make people, information and computers work together consistently and efficiently to produce the results the business needs. In effect, workflow applies the equivalent of systems analysis to the entire process, not just to the part done on a machine.
From a bottom line perspective, adding workflow to a process saves money, increases customer satisfaction, gets results quicker and largely eliminates things getting lost in the shuffle.
In other words, what's not to like?
"With workflow, the process is really in focus," says Wilhelm Ederyd, a technical project manager at Bonver, a major Scandinavian distributor of home entertainment products, such as films and music. Another benefit, Ederyd says, is "hiding unnecessary complexity from the users".
But what exactly is workflow?
Workflow in Action
One can think of workflow as systems analysis that focuses on people and machines and their interaction rather than focusing just on numbers. As an example of a typical workflow, Ederyd cites building support for individuals and businesses ordering broadband services via the Internet, postal mail and e-mail. "This can be a rather complex process, with the need for the systems and personnel to interact efficiently in order to make the process slim and pleasant to the customer," Ederyd explains.
In Ederyd's case, he designed the process for ordering and installing the broadband connection for the customer. Typically that means - given a whole raft of business requirements generated by others - working out how the process would flow from the customer's initial contact to the actual installation: who does what, what the IT system does, when decisions were made and who made them. If you were doing this all on a computer, you'd probably call it "systems analysis".
Ederyd's example is a classic case: a fairly complex, multi-step process where computers and people have to interact as smoothly and efficiently as possible. It's also a process that is exposed to the customer, and delays or mistakes can damage customer relationships.
At Australian insurance company Defence Health, customer relationships were particularly important. "We needed a system that would let us answer a customer's question up front rather than saying: 'We'll call you back'," says Andrew Guerin, COO of Defense Health. For Guerin, that meant having processes in place to access information as quickly as possible. Using workflow tools, the company designed processes that combined IT systems, documents and people to get a handle on customer queries quickly.
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