What a workflow is
A workflow is the sequence of steps your business follows to get something done — from receiving an order to delivering it, or from a customer enquiry to a completed job. Most businesses already have workflows; they are simply not written down.
Map one workflow
Pick a process you repeat often. List each step, who does it and what information they need. This often reveals unnecessary steps or handovers where information gets lost.
Simplify before digitizing
Digitizing a confusing process produces a confusing digital process. Remove steps that add no value and clarify responsibilities first.
Give each step a home
Decide where each step is recorded: a task in a project, a delivery record, a note on a customer. When every step has a place, the workflow becomes visible.
Review and refine
Workflows change as a business grows. Review them periodically and adjust them based on what the team experiences.
Workflows across areas
Many small business workflows span work, deliveries and customers. Explore how delivery tracking, project management and customer management connect in Appexline.