Creating Automation Of Workflows

 

 

Automating workflow can be a firm or organization changing initiative if approached correctly. Automation should be approached judiciously as it causes major changes whose effect should not be underestimated and should be managed with care.

The points below have been left in point form due to the sheer volume of information, one of our team will be pleased to assist you with them.

Using Automation To Change Workflow

• Enables change of workflow,
• Enables Constant Innovation of workflow,
• New possibilities become apparent after each round of automation,
  • Related to knowledge bridging approach,
• As workflows change resources will become available for redeployment to other task

Eliminating Work With Automation

• Entire work categories can be sometimes eliminated,
• Team members can focus on more value added tasks

Understanding "The Human Mind Is Not A List But A Cognitive Tool"

• Too often workflow cycles leave the user acting like a to do list,
• Automating the moving and presentation of tasks among team members frees cognitive energy,
• Reapplication of the liberated cognitive energy's can have firm changing effects,
• The easing of the so called "mental clutter" should nnot be underestimated

Moving Work And Task With Automation

• The ability to track work, reviews and task completion,
• As each step completed the software moves the task to the next appropriate party,
• Queuing principle, with parameters for priority applied,
• Notifications of,
  • Work too long in a cycle,
  • Deadline missed or too cose for comfort,
  • Escalations,
• Creation of dashboards,
• Cultural change issues

Maximizing Software User Interfaces

• Commercial applications are designed for universal application,
• Commercial software can be modified to trim interface designs in many cases,
• Where the software interface is controllable or in custom solutions,
  • Non cluttered presentation,
  • Information summarized with apppropriate level of detail only,
  • Priorities clearly presented,
  • Further Detail available by one click,
  • Shallow depth of clicks required

Creating Triggers For Actions And Escalations

• Defining triggers for all actions,
• Defining triggers for all escalations,
• Cultural change issues

Automating and Creating Forced Reporting

• Automation of all performance reports,
  • data integrity concerns,
• "Forced" defined reports delivered to team memebers on defined frequency basis,
• Some reports will be delivered at different frequencies,
• Team member reqrested reports available from self serve interface

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Constant Improvement Group

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