Discover the key questions to ask yourself when setting up your service workflows.
1. Understanding Task Triggers
In the realm of task workflows, grasping the significance of task triggers is paramount. Task triggers act as the catalyst for initiating your service workflow, dictating when and how tasks kick off. By pondering the following questions, you can construct robust triggers for your service workflow:
-
What event or condition should prompt this task into action?
-
How should the task be initiated? What rules apply?
-
Is the task for referrals across all time or from a specific date onwards?
Answering these queries ensures that your task triggers align seamlessly with your workflow's objectives and specifications.
2. Identifying Critical Service Outcomes
To streamline service workflows, pinpointing crucial outcomes is key. This entails identifying the desired results or deliverables of your service or programme, along with how these outcomes contribute to overall success. Consider these questions when identifying pivotal service outcomes:
-
What results or deliverables are required for your service or programme?
-
How do these outcomes contribute to overall service success?
-
Are there specific metrics or benchmarks to gauge outcome achievement?
Clear identification of these outcomes facilitates the creation of efficient and goal-oriented workflows.
3. Establishing Task Dependencies
Task dependencies wield significant influence over service workflows, dictating task order and relationships. By defining these dependencies clearly, you ensure tasks follow the correct sequence and meet necessary prerequisites. Consider the following questions when establishing task dependencies:
-
Which tasks must precede others?
-
Can any tasks run concurrently?
-
What prerequisites does each task have?
Addressing these queries enables logical and seamless steps within your workflow, minimising delays and bottlenecks.
4. Setting Performance Standards
Performance criteria serve as vital yardsticks for gauging workflow efficiency and success. Defining specific criteria enables the tracking and evaluation of task and workflow performance, facilitating informed decision-making. Consider these questions when setting performance standards:
-
What key performance indicators (KPIs) apply to each task?
-
How will task performance be measured?
-
What benchmarks or targets should tasks meet?
Establishing performance criteria enables continuous monitoring and optimisation of service workflows for superior outcomes.
5. Utilise Data Analysis for Informed Decisions
Data analysis is indispensable for optimising service workflows. By scrutinising data collected from tasks and workflows, valuable insights can be gleaned to inform improvement strategies. Consider the following questions when analysing data:
-
Which data points are pertinent to your workflow?
-
How can ReferAll's reporting solution best aid in data analysis?
-
What patterns or trends emerge from the data?
Building your data analysis skills empowers you to pinpoint areas for enhancement, refine workflows, and make decisions grounded in data-driven insights.
So, there you have it! Please don't hesitate to reach out with any questions and start a conversation: 📲 
or 📧 
us, we're all ears.
Warm regards,
Rach
Rachel Stokes | Outreach Lead