kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
4 months ago

8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!  Have questions like these?: Where do I start with desi...
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raylene.anderson's avatar
raylene.anderson
Network Navigator
4 months ago

Hello!

We currently don't have a detailed review workflow thread in place. We looked at this late last year with the intent to start this to streamline our processes better this year. However, like mentioned by Kellie.vizer we found so many pathway options. Would love some advice on where to start that is easy for other staff members to follow. Thank you.

  • kenny.foo's avatar
    kenny.foo
    Icon for Iress Contributor rankIress Contributor
    4 months ago

    Howdy!

    laura.capozzi​  did a great piece on designing workflows.

    To add to that, my advice is:

    1. Always build your workflow in a Case template. Even if you’re not using the Case benchmarking feature, you can easily incorporate them in the future if you want to. Conversely, if you build your workflow using normal threads and you decide you want to leverage Cases, you’ll need to rebuild the workflow from scratch in a Case template.
    2. (Per my response to @suzie.vincent above) Use a spreadsheet to list out each task, outcomes, and activating conditions of each task. Number each task (e.g. “1. Book client meeting”) so it’s clear where you are in the process.
    3. Start small, keep the workflow as short and simple as possible, then once you’ve road tested the workflow in the business for a little while, then look at what else needs to be built in. If the workflow is too complex and has too many tasks to start with, this may create unnecessary noise and become a hindrance.
    4. Consider who needs to receive notifications from a task. Would suggest only including those on a need-to-know basis only to minimise noise.
    5. How do you want to kick off this workflow? Take a look at this blog to see what options you have available.
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