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What is Workflow, Consultant Planning Methods

Workflow definition, challenges, planning methods, consulting assistance, and articles

What is Workflow? Digital workflow technology can significantly reduce organizational costs; and improve efficiency, quality, and service. This is accomplished by automating enterprise, department, and group processes, including interaction with customers and vendors. Workflow can be developed with easy to use point and click development tool, can provide for automated decisions, and allow for parallel / sequential routing. A workflow can be initiated by a customer, internal request, automated task, or an event. Storage of documents can be provided by Electronic Content Management (ECM). Disposition of documents can be provided by Electronic Records Management (ERM).

Challenges Include Digital workflow technology not providing the level of improvement possible because the underlying process is not cleaned up and improved before automation. Workflow not being expanded, to other areas of the organization, due to lack of an enterprise-wide plan and budget.

How to Plan for Workflow? A well-developed enterprise digital workflow technology plan will set budget, expectations, and a multi-year roadmap. Documenting and correcting issues in the underlying process will dramatically increase the benefit of workflow technology. Proper placement of workflow metrics and measurement will allow for on-going improvement.

How CRE8 Independent Consultants can Help. Since 1995, CRE8 has assisted organizations with planning, budgeting, and expansion of digital workflow technology systems. As independent consultants, we can help your organization develop a well thought out enterprise-wide plan, budget, cost/benefit assessment (ROI), and roadmap. To maximize the benefits of workflow technology we can assist with process improvement utilizing methods such as BPM, LEAN, Six Sigma, Re-engineering, CPI, Friction>LessTM or a mixture of methods. We also help develop workflow vendor RFP, assist with vendor selection, and provide project management.

For a free phone consultation to discuss your digital workflow needs and how CRE8 Independent Consultants can be of help, contact us.

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Example CRE8 Workflow Articles and Presentations