Digital Workflow A Powerful Tool
From internal operations – to the customer – to interactions with vendors, workflow automation can smash paradigms and innovate your organization. This technology can produce significant improvement for Operations, Finance, Human Resources, Administration, Legal, Sales/Marketing, and Other Departments.
Studies show that when properly deployed, workflow technology can improve a process from 25% to 75%, resulting in a return on investment up to 10x.
So What Is The Secret?
First, engage a senior digital workflow consultant who is highly skilled in process improvement to work with your organization. Why is this important?
Why is Planning Important?
1. Deployment of workflow alone as technology will automate the errors that exist in a process. There is an old saying, “automate a mess you will get a faster mess”. Each process should also be automated at the right level; being too high or too low will cause problems and not produce results.
Action: A digital workflow consultant will interview internal groups (and customers/vendors if possible) to understand the improvement each process requires (efficiency, quality, service, frictionless), incorporate that into the workflow planning; and help develop a roadmap.
2. Clean up, and innovate a process before increased automation. Process baselines should be developed to identify current process costs, risks, issues, steps, and noncompliance, and process redesigns developed to fix current problems and create innovation.
Action: The digital workflow consultant will conduct process improvement (Lean, Six Sigma, BPM, Re-engineering, Total Quality Management) and work with Chiefs, Directors, Managers, and Staff to develop baseline process blueprints, redesigns, and change action plans. If you skip this step go back to point 1.
3. Proper design of workflow. Workflow automation includes interactions with websites, forms, cell phones, and systems to trigger (start) work; automated decisions, routing, and interactions to process work; completion of a task and output; and tracking and measurement.
Action: The digital workflow consultant will identify how related technologies such as capture, recognition, machine learning, electronic content management, workflow, robotic process automation, and AI need to interact with workflow processing.
4. Accountability. Hold integrators, vendors, and internal staff accountable for the completion of the workflow project on time and within budget. Sound good, right?
Action: The digital workflow consultant will develop project plans to identify timelines, project dependencies and risks, responsibilities, change management, acceptance criteria, progress, and completion.
How Do I Know?
Since 1995, I have assisted over 300 clients ranging from 25 to 250,000 employees across all industries and vendor platforms; with digital workflow planning. As an independent consultant, I have provided an independent voice regarding digital workflow, process improvement, return on investment assessment, vendor evaluation, and project management. Read more.
Would you like to know more about planning for digital workflow, and how we can support your current staff? Give me a call. I am happy at no cost to discuss your requirements and provide ideas on how I and my organization can be of assistance. Look forward to speaking. Best George Dunn, President CRE8 Independent Consultants.