When you’re working on setting up your business processes and workflows, there are lots of places you can go to for help. We’ve grabbed a list of a few of our favorites and included them here.
Who doesn’t love a good flowchart? One of the important things in establishing effective workflows is the ability to diagram your process. While you may not elect to go full boar on creating flowcharts in Visio, there are other programs that let you do some pretty cool things.
Lucidchart breaks down the nuts and bolts of what a workflow diagram is, including common terms and other basic features that could translate to use in other programs. Their Pro package starts at $8.95/month. We like it because their site also includes some interesting history, and who doesn’t like random facts that might help you win on Jeopardy?
While full usage of this service requires a monthly subscription with business accounts starting at $25 per month, this site has tons of examples that lend ideas to how you’d might go about documenting your processes. We like it because it gets the brain going, and it has a sample that lets you see which Avenger you are.
Draw.io is a free diagramming tool that lets you save your workflow diagrams to Google drive, Dropbox, OneDrive, or directly to your device. Our development team uses it to diagram and visualize the new feature process. We like it because of its simplicity, ease of use, the multiple options for saving diagrams, and did we mention it’s free?
Change Control/ITIL Change Management
One of the major business areas where workflow comes into play is the area of Change Control. Processes frequently need approval and back out options should something go wrong. Defining the standards that make sense to your business is key.
How to Implement Basic ITIL Change Management
We like this resource because it encourages you to implement only the portions of ITIL relevant to your business. ITIL can be a huge undertaking when really it’s designed to be a framework of best practices. You need to take what makes sense and not stress the rest.
Change Control Definition
This resource from the Association of Project Management outlines the steps involved in change control. We like it because it gives specifics to your type of change control and includes links to change management and configuration management – all parts of the ITIL best practices framework.
Workflow White Paper from University at Albany
This white paper from the Center for Technology in Government at the University of Albany provides a nice overview of workflow and benefits of software. We like it because it points out certain things to look for when reviewing software to help manage your workflows.
Let us know whether these links are helpful to you and feel free to share with us any resources you find helpful!