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Workflow Assessment

Many business processes are in place for historical reasons.  Sometimes companies don’t even know why processes are carried out the way that they are.  Initially, the reasons might have been valid, but businesses change.  Unfortunately, business processes sometimes carry on well past the date they should have been updated.

A workflow assessment is the first step towards improving your business processes. Interestingly enough, a well done workflow assessment can be used for two things:

  1. Streamlining your manual business processes to make them more efficient
  2. Automating your business processes

Here’s how it works:

  1. We apply a proven methodology whereby we work with you and your team to examine in detail the document-intensive process(es) in question.
  2. We map out the entire process(es), capturing all elements of the workflow including who does what, how they do it, what systems they use, and what documents and tools are used. From this we highlight bottlenecks and challenges within the current process.
  3. We recommend changes to the process, and project key outcomes and benefits.
  4. We document our findings and recommendations in a thorough report that can serve as a launch point for process redesign and implementation.

The development of the strategy will address the following questions:

  • Which documents drive essential business functions?
  • Which documents and processes have the highest potential for re-engineering or refinement to produce benefits?
  • Which documents and process flows have an opportunity to be changed with the best probability for success?
  • What applications and systems are used to produce the documents included in this review?
  • Who are the major stakeholders with respect to responsibility for document performance and efficiencies?
  • Who are the authors, readers, producers and stakeholders of these documents?
  • What are the needs regarding efficiency, legislation and compliance requirements?
  • How well are those requirements being met?

Summary of Benefits and Operational Savings

  1. Overall efficiency increases
  2. Reduced employee time: searching information, reformatting documentation, copying information, and sorting formation
  3. Physical space utilization
  4. Improvements in customer service
  5. Compliance
  6. Employee job satisfaction

Get Started With A Workflow Assessment

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