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The Top 10 Mistakes Made by Workflow Beginners

Posted by Dileepa WIjayanayake on Jan 1, 2019 9:33:08 AM

Over the many years of experience our team has in building workflow processes, we have witnessed some of the best from our customer's use cases. When beginning to automate processes and set-up workflows, we help summarize the top 10 mistakes made by beginners of workflow so you can avoid them!

  1. Manual to digital - lean how to analyze business requirements for manual processes and convert them into digital processes, what ones make sense, etc.
  2. Not understanding the overall process - its a key to understand the whole picture, not just part of the picture.  At some point all the small parts will make up the whole picture.
  3. Break processes into sub-workflows - some customers build very huge workflows, and the diagrams are huge.  Just like in programming, break your processes into small units or sub-workflow processes.
  4. Extend the product - understand what FlowWright offers and what it doesn't offer, extend the product for what it doesn't offer.
  5. Process documentation - processes can be documented using many ways, use workflow definition inline comments, comments and including step documentation to well document your workflow process.
  6. Task flooding - don't flood the user's task list with many tasks, try to combine tasks together.  Instead of sending 5 tasks, send 1 task with 5 steps to complete.  Make your tasks descriptive as possible.
  7. Optimize - using Business intelligence to analyze your processes and optimize them.  BPM is all about execute, analyze and optimize, so follow the process and make your processes more efficient.
  8. Events - reduce the load on the workflow engine by using the Enterprise Service Bus (ESB), let the event engine do some of the work in the background.
  9. Dev - QA - Production - remember to stage your processes so, when your process makes into production, its tested and the kinks are removed and ready for production.
  10.  Collaboration - lastly but most importantly, collaborate with the users of the process, you will know immediately what's working and what's not, also how to optimize the process and make it more efficient.

Above are some of the suggestions for workflow beginner mistakes to avoid. As with any technology platform or application, the more time that you spend in the user interface, the faster you will learn. You are off to a good start avoiding the above. 

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Topics: workflow process software, automation