What is a Workflow? A Simple Guide to Getting Started

what is a workflow

If you look at the Wikipedia definition of a workflow, you’re probably going to get confused as I did:

“A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information It can be depicted as a sequence of operations, declared as work of a person or group, an organization of staff, or one or more simple or complex mechanisms.”

Let’s put this simply…

Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist.

Think of it literally as work flowing from one stage to the next, whether that’s through a colleague, tool, or another process. You can execute a full workflow alone (like writing, editing and publishing a blog post), or it can involve multiple people (like invoicing a client).

In this Process Street article, we’ll be looking at:

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11 Expert Features to Master Process Street Workflows

11 Expert Features to Master Process Street Workflows
You need a way for your teams’ processes to be done right, done on time, and documented in a way that allows those processes to be improved over time. So you come to Process Street, which enables anyone in your organization to execute each process with consistency, visibility, and accountability.

By now you’ve experimented with some of the pre-made workflows. Maybe you’ve even built a few yourself. You’ve seen what’s possible when it comes to capturing your core processes and sharing them across your company.

But are you getting the most bang for your buck?

In this post, I’ll cover the top 11 features of Process Street workflows and how to use them to optimize your own processes and become a master of modern process management.

If there’s a particular feature you’re interested in, feel free to skip ahead:

Let’s get moving!
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5 Essential Lessons I Learned From GitLab’s Marketing Playbook

5 Essential Lessons I Learned From GitLab's Marketing Playbook

Writers are inherently nosy curious. Here at Process Street, we’re no different. So when I was given the opportunity to check out GitLab’s marketing playbook, I jumped at it.

GitLab itself is an interesting company. Completely remote and open source, GitLab’s evolution comes not only from its own development teams, but also contributions from a community of over 3,000 contributors and two million users. Plus it promotes total transparency; all of GitLab’s documentation is freely accessible on their website.

Like I said, interesting place.

There are enough similarities between our two companies, that their approach is particularly valuable in terms of what procedures we might steal learn from to improve our own processes.

And we love improving processes.

In this article, I’ll list the five most important lessons I learned from GitLab’s marketing playbook:

So, let’s get started.
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Lab Procedures: How to Make Your Lab Safe and Effective

Lab Procedures

I’m not religious, but God bless high school lab technicians.

I can’t count the number of times that Dave (our high school’s technician), exasperated and exhausted, despaired at the lack of common sense some of our teachers had.

Heck, our physics teacher once almost exposed a classroom of Year 7s (11 years old!) to chlorine gas.

He forgot to turn on the extractor fans, leaving poor old Dave to rush in, turn them on, and then promptly evacuate everyone from the room.

Corroding the lungs of your students is, after all, not best practice.

This is why it’s important to have set lab procedures in place. Following these documented processes is the best way to prevent disaster.

When 25-38% of lab personnel have been in an accident that wasn’t even reported (as demonstrated by Dana Ménard and John Trant), you can see the dangers that are easily taken for granted in a lab environment.

That’s why we here at Process Street have created a Lab SOP process that you can use for free, and will go over the common points that a lab procedure needs to cover in this post.

If you just want to get the checklist for yourself, you can check it out below.

You can also click the links below to be taken to a specific section of the article:

Let’s get started!
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What is an SOP? 16 Essential Steps to Writing Standard Operating Procedures (With Templates)

The_16_Steps_to_Writing_Standard_Operating_Procedures

🟢✅ Bonus material: SOP Structure Template to help you write perfect procedures

Whether you’re starting a business or trying to improve an existing one, you have to understand how things are going to get done.

What tasks do you need to do? Who needs to do them? What are the best ways to approach these tasks?

Working out how these questions can be answered is the first step toward systemizing your business. The creation of processes and workflows will define the way in which your day to day activities function.

One popular approach to this is the creation of standard operating procedures. The simple definition provided by IBM for standard operating procedures is:

…a set of instructions that describes all the relevant steps and activities of a process or procedure.

Simple.

But how do we create these SOPs? What we need are standard operating procedures for creating standard operating procedures – and some standard operating procedure software. And that’s what we’re going to give you.

We’ll look at:

  • How to create a set of standard operating procedures
  • Some advanced techniques for improving your SOPs
  • Why Process Street is a useful tool for both mapping and following your standard operating procedures

Read through these sections to get clued up:

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What is BPM Software? The Best Business Process Management Software (BPMS)

best bpm software

This is a big blog post about Business Process Management software (BPMS).

If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.

At its core, the article is built around the following pillars of BPM software:

I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!

Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.

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9 Powerful Workflow Examples For Smart Teams in 2019

workflow examplesThis article is a guest post from Victor Ijidola – a B2B + SaaS content marketer and copywriter. My work has also been featured on Entrepreneur, ConversionXL, Neil Patel’s blog and so on. Need B2B or SaaS copywriting and content marketing services? You can contact me here.

What makes a team smart?

Several things do, but powerful workflows are one critical ingredient which makes teams smart.

Teams that use workflows don’t set goals and simply hope to reach them; they create checklists (workflows) to make sure they reach their goals.

No wonder 50% of businesses that use workflow management systems say the results are substantial.

It’s incredible.

Teams that use workflows are super organized and able to perform daunting tasks — no matter the long processes involved.

But what types of workflows should you be using this year?

It’s different for every organization; workflow systems are not always one-size-fits-all. But these nine Process Street workflow examples should give you inspiration for how you can build important systems to run your business with.

Our workflow examples:

  1. Employee onboarding workflow
  2. Customer support workflows
  3. Customer onboarding workflows
  4. Content marketing or writing workflows
  5. Podcast publishing workflows
  6. Request and approval workflows
  7. Travel workflows
  8. Content promotion workflow
  9. Standup meeting workflows

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Breakdown of the Best Workflow Management Software

workflow manager

It’s become commonplace for companies to look to workflow management software to help them “trim the fat” and boost productivity metrics.

A majority of savvy business owners are searching for solutions to automate their workflows and push their business to that extra percentile of efficiency.

Multiple different names have been used to talk about this particular kind of tool: BPM software, process management software, workflow management software, to name a few.

Whatever you choose to call it, the proposition remains the same. Workflow management software offers a centralized hub for overseeing and optimizing all of the moving parts that make up your workflow.

These workflows are made up of processes, which are like sets of step by step instructions designed to guide you along the ideal path to a simple desired outcome.

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17 BPM Statistics to Help You Increase Efficiency in Your Business

increase efficiency - header

Business process management (BPM for short) gets a bad wrap. Some consider it industry jargon, others an ineffective management “hack”, and almost all see it as boring.

However, there is no better way to increase efficiency and consistency in your business than by managing your processes effectively. To prove it, this post will dive into 17 BPM statistics to show:

  • The growing trend of using BPM software
  • How common (and important) documented processes are
  • The importance and benefits of processes
  • The dangers of not managing processes
  • Why everyone in your company needs to be involved with your processes

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How to Organize a Content Marketing Workflow for Your Team

The following is a guest post from Gloria Kopp, a digital marketer and a business consultant from Manville city. She works as a content manager at Paper Fellows and is a regular contributor to such websites as Engadget, Academized, and Huffington Post.

A well-planned workflow is crucial to keeping your content marketing efforts on track and ensuring that you meet your goals.  You may often find that you are receiving content late from your team, that it’s not up to scratch, has been rushed, or just never materializes. The tips in this article should help you to get back onto the straight and narrow.

Before you or your team get stuck into creating more content, make sure that you’ve read through the following points to keep your projects flowing productively.

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