Workflow Templates: 3 Easy Ways to Jumpstart your Workflow
Workflows help you organize, document, and focus on tasks that you need to track. Once you understand what goes into outlining a business process, you can adapt any free workflow template for your organizational needs.
Workflow processes are the steps that you repeat consistently to achieve a business goal. Users often document each action within a workflow diagram. They help you confirm what’s involved in executing the various business functions that make up a process. It’s an effective way of organizing your work and assisting others in understanding your vision.
In addition, workflows help you highlight tasks that need completion and those responsible for ensuring they get done. Using a workflow diagram template to document your workflows helps by:
There are many different business workflow templates available. Below are some examples of adapting them for various uses, including a sample workflow chart template.
To see examples of workflow templates within Integrify, check out our Process App Library, a collection of quick-start, pre-built workflows.
The flowchart is the most straightforward workflow template available. It’s a diagram that depicts each step in a system, process, computer application, or algorithm. Many industries use flowcharts to study processes of varying complexity and plan out work. They contain symbols shaped like ovals, rectangles, and other shapes to define different steps. Business flowcharts also have arrows that outline the flow of information from one process step to another.
Many business processes involve getting approvals from another person or department. A business flowchart is a great way to outline the steps involved in making sure you get all necessary signoffs for a business requirement. Here’s an example of how you can use a business flowchart template process to create an automated document signoff collection process.
You can adapt the above workflow chart template to accommodate any business process. Instead of document approval, a user can adjust the workflow diagram template to accommodate the steps required to implement automated process for:
The activity workflow diagram template helps system analysts and developers outline the various stages of application development. They work similarly to flowcharts but contain additional symbols that help users illustrate how activities flow within a system.
Activity workflows are behavioral diagrams that use Universal Modeling Language (UML) to visualize use cases in more detail. You can also use UML diagrams to outline events in a business process versus a standard flowchart. This helps users view business processes in greater detail to better understand how data flows from one point to the next.
Below is an example of using an activity diagram to outline the steps for a user to log in to a system.
The above is a simple example of using an activity diagram for IT purposes. These days, you may also have to add steps that account for two-factor authentication or an alternate process for users who enter the wrong ID or password too many times.
Small and large companies benefit from having a high-level view of operations in different areas of their business. For example, it can help you understand the different ways customers engage with your company to help improve your sales and marketing processes.
Using SIPOC diagrams to create a workflow diagram template helps you record a business process from end to end. SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers. It provides clarity for users before they execute a deeper dive into the different levels of a business process.
SIPOC diagrams tend to be simpler than a business workflow template or activity diagram. The visual tool shows you a complete process on one page. Many users rely on them to develop flip charts for presentations.
Integrify can help you understand the benefits of turning your business processes into automated workflows. Learn more about the full capabilities of our platform by setting up a demo.
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