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Create Document Workflow for Business Process

Do you want to streamline your tasks? Do you want to increase productivity while processing your ideas? Documenting a workflow is just the right way to do it. Workflow is nothing but the work flowing in a specific sequence to fulfill goals. The fixed task arranged in the required order ensures a consistent workflow without confusion and hurdles. Learning to document and smartly write the workflows can boost efficiency and result. So, keep reading to know more about the ways to document effective workflows.

Why document your workflow?

Now that you have a piece of prerequisite knowledge about the meaning of workflow, it is crucial to know the need to document workflows. The workflow should make value and fulfill the assigned objectives throughout.

Every team member has their perspective towards analyzing the workflow and carrying out the task, which results in differences in ideas and opinions. These differences might cause confusion and controversy, thus affecting the efficiency of the work. In such times documenting workflow comes in handy because it provides a standard outlook about the work and simplifies the work and processes for everyone in the team.

Different Steps to Documenting Workflows.

  • Choose the right workflow to document

The documentation workflow process starts with choosing the workflow to manage that should be more prioritized than others. Usually, all businesses and companies have more than one workflow unless they are small-scale, so choosing the right one to document ensures accuracy.

The document you will first choose should cater to the customers' needs and solve their issues, if any. It should optimize the services for the target audience. One of the other ways of the working document can be choosing what gives more profit to the company. You can also choose a workflow that needs to be worked on or made more efficient and document it first.

  • The purpose matters

Before the how-to document workflow questions, the purpose needs to be fixed. If the purpose is to make a skillful and good document, then without the inclusion of too many details and tools, this can be done. But if the purpose of the workflow document is to analyze the inefficacy and improve the workflow for an efficient outcome, then the documents should be done accurately. Also read about How to improve workflow efficiency

You can also let the purpose decide who gets access to the workflow documents, and if your aim is optimization, then you should have a specific team for that task and show the document to them only. This way, any confidential information of the company can be protected.

  • Collection of data

After deciding on which workflow to document and the purpose behind it, you should collect all the necessary information and data about the workflow, the data should be both qualitative and quantitative so that the mapping of work can be done with precision.

Quantitative data usually deals with the numbers of workflow, and the data are collected after thorough observation. Qualitative data usually deals with the beginning and end of the workflow, the steps involved in the process, the time required to achieve the objectives, and what changes can be brought to improve the process.

  • Visual Mapping

The mind remembers what the eyes see. The never-ending question of how to document a workflow becomes easier to answer when presented to the team through a PowerPoint presentation and flowcharts involving different symbols, pictures, and shapes and connecting it all to bring the whole workflow process to life.

A flowchart visualization of what works are to be done and the expected outcome of the work is presented effectively, giving a clear understanding to the people involved in that particular workflow. Documentation workflow using flowcharts is important to leave an everlasting impression about the work and the targeted objectives.

  • Set your deadline

After making a workflow document, you should assign the right amount of time for each step or process so that the workflow goes smoothly and the objectives are achieved in a time that benefits the company.

Good time management in workflow documentation can be a boon for the organization. Work should be done at the right time. Neither it shall lag nor it shall be done in haste. Determining the time frame of your workflow document makes the whole process better.

  • Be open to innovation

After the whole Workflow is documented and the process that shall be carried out is mapped and visualized, you should be open to taking reviews and opinions from the team or the stakeholders who are closely involved with the document. While it is tough to stop the difference in opinions, you should be open to good ideas and smart rectification in the workflow process.

You should keep in mind the variables that may come after the presentation of the workflow documentation, and you should respect the stakeholders' ideas and proceed when most of them are fairly satisfied with the workflow document. Involving the team members in the workflow document deeply impacts their work and optimizes the achievements.

Learn more: How Would You Describe an Intelligent Workplace?

Analysis and Improvement: Ways of Working Documents

Among all other ways of working documents, this plays a comparatively more pivotal role than the rest. Even though your purpose is to make a workflow document, constant improvement in the workflow process is necessary for efficient output. Hence it would be best if you tried not to skip this step and rather analyze the workflow document from time to time for any inefficiency or bottlenecks and improve it.

While analyzing the data, you should keep in mind the data you collected, both qualitative and quantitative, and see if the document can be developed any further for a good outcome. Once you make the required changes in your documents, you should allow the stakeholders to look into it to optimize the included changes so that objectives can be achieved properly and accurately.


So, an accurate and smart workflow document can provide the process of your work a vision and provide your stakeholders a map towards the goal. So, if you keep in mind these steps as mentioned earlier, then for the success of your next project sky is the limit! Learn more about SharePoint Document Management System

Learn more: How Would You Describe an Intelligent Workplace?


What are the three basic Components of a Workflow?

The three basic components of a workflow are a trigger or the starting point, the work, which is the most important and complex one, and the outcome or result.

What are the steps of workflow?

The workflow steps include identifying the workflow process, implementing the best software to manage the process, selecting the work that should be automated to save time, analyzing the efficiency of the workflow process, and finally, modifying the process for optimization.

What are the examples of workflows?

Some examples of workflows are an Automated sales order system, new employee onboarding, Vacation requests, Travel request authorization, recruitment, Expense claims request, incident reports, document approvals, and purchase orders.

What are the activities of document-based workflow?

The activities included in the document-based workflow include the creation of the document, routing of the document to agents, reviewing the documents, approval of the document after a thorough review, saving the document for future use, and removing documents that are no longer necessary

Learn More about: Timesheet Automation and Low code Automation

  • Gaurav Bhutani
  • November 17, 2022
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