What is a Workflow Example?

Laura Parker
Jun 2024

Workflow software is crucial for maintaining efficiency and accuracy. By clearly defining and automating processes, companies can minimize errors, enhance visibility, and improve customer service. But what exactly does a workflow example look like, and how can it benefit your business? 

Understanding workflow software examples can provide valuable insights into how these tools can be implemented in various business scenarios. By examining specific examples, you can see how workflow software can streamline operations, improve communication, and ultimately enhance productivity.

Workflow software offers the advantage of transforming complex processes into manageable tasks that can be easily tracked and monitored. This not only helps in maintaining consistency but also allows for flexibility when adjustments are needed. Moreover, with the ability to capture deviations, businesses can continuously improve their processes based on real-world usage.

By utilizing workflow software, businesses can ensure that tasks are completed in the correct order and by the appropriate personnel, reducing bottlenecks and enhancing overall efficiency. This structured approach is especially beneficial in highly regulated industries where compliance and accuracy are paramount.

In this article, we will explore different workflow software examples, explain the basics of workflows, and guide you through creating simple workflows that can revolutionize your business operations.

What is a Workflow Example?

What is the best way to describe a workflow

A workflow is essentially a series of steps or tasks that are carried out to complete a specific process. These steps can be automated using workflow software, which helps streamline operations and ensure consistency. By documenting workflows, businesses can easily identify areas for improvement and ensure that all team members are on the same page.

What is workflow? To put it simply, a workflow is like a roadmap for completing a task. It outlines each step that needs to be taken, who is responsible for each step, and the sequence in which these steps must be completed. This structure is crucial for maintaining order and efficiency, particularly in complex business environments.

For example, consider a workflow for processing customer orders. The steps might include receiving the order, verifying payment, preparing the product for shipment, and updating inventory records. By using workflow software, each of these tasks can be assigned to the appropriate team members, tracked for progress, and adjusted as necessary. This ensures that orders are processed efficiently and accurately, reducing the risk of errors and delays.

In addition, workflows can be customized to fit the specific needs of a business. Whether it’s a simple process like approving a document or a complex one like managing a product launch, workflow software can be tailored to ensure that every task is handled efficiently and effectively.

Understanding what workflow means and implementing it in your organization can lead to significant improvements in productivity, accuracy, and overall business performance.

What is workflow with an example

To better understand workflow, consider a common example: the employee onboarding process. When a new hire joins the company, there are several steps involved, such as filling out paperwork, setting up a workstation, and undergoing training. By using workflow software, each of these tasks can be assigned to the relevant department, tracked for completion, and adjusted as needed, ensuring a smooth onboarding experience.

Another practical example is the customer support process. When a customer submits a support ticket, the workflow might include steps like:

  • Ticket creation
  • Assignment to a support agent
  • Troubleshooting
  • Resolution
  • Follow-up

By leveraging workflow software, businesses can ensure that each ticket is handled promptly and efficiently, leading to higher customer satisfaction.

Workflow examples extend to various industries and processes:

  • Manufacturing: Quality control, equipment maintenance, product assembly
  • Marketing: Content creation, approval, distribution, performance analysis
  • Finance: Invoice processing, expense approvals, financial reporting
  • Healthcare: Patient admission, treatment planning, discharge procedures

Each of these steps can be automated and monitored using workflow software, reducing downtime and increasing production efficiency.

By examining these workflow examples, it’s clear that implementing workflow software can bring significant benefits to any organization. From improving task management to enhancing communication and accountability, workflows help streamline operations and drive business success.

What is basic workflow

A basic workflow typically involves a sequence of actions that are necessary to complete a task. These actions are organized into a clear structure to ensure consistency and efficiency. Understanding the components of a basic workflow is essential for effectively using workflow software.

Here are the key components of a basic workflow:

  • Input: The starting point of the workflow, where information or materials are received. For example, a customer inquiry, an order request, or a new project task.
  • Process Steps: The individual tasks or actions that need to be completed to achieve the workflow’s objective. Each step should be clearly defined and assigned to the appropriate team member or department.
  • Output: The end result of the workflow, which could be a resolved customer inquiry, a shipped order, or a completed project task.
  • Decision Points: Points within the workflow where decisions need to be made. These can involve approvals, rejections, or selections between different paths. For example, if a document is approved, it moves forward; if rejected, it might return for revisions.
  • Roles and Responsibilities: Clearly defined roles for each participant in the workflow. Assigning tasks to specific individuals or teams ensures accountability and clarity.
  • Tools and Resources: The tools or resources required to complete each step of the workflow. This can include software, equipment, or information needed for the task.
  • Timeline and Deadlines: Establishing deadlines for each step to ensure the workflow progresses in a timely manner. This helps in tracking progress and ensuring tasks are completed on schedule.

For instance, consider a basic workflow for handling customer inquiries:

  • Input: Receive Inquiry – A customer submits a question or issue.
  • Process Steps:
    • Assign Representative: Automatically assign the inquiry to an available customer service representative.
    • Investigate Issue: The representative investigates the issue and determines the appropriate response.
    • Resolve and Respond: The representative resolves the issue and communicates the resolution to the customer.
  • Output: Follow-Up – A follow-up message is sent to ensure the customer is satisfied with the resolution.
  • Decision Points: If the issue cannot be resolved immediately, it may be escalated to a supervisor.
  • Roles and Responsibilities: Customer service representatives handle inquiries, while supervisors handle escalations.
  • Tools and Resources: Customer service software, knowledge base, and communication tools.
  • Timeline and Deadlines: Initial response within 24 hours, issue resolution within 48 hours.

Incorporating workflow software into this process ensures that each component is executed promptly and accurately. This automation reduces the likelihood of human error and allows the customer service team to focus on more complex issues that require personal attention.

By understanding and implementing these components, businesses can create basic workflows using workflow software that enhance efficiency, consistency, and accountability across various departments.

How to create a simple workflow

Creating a simple workflow involves identifying the key steps in a process and documenting them in a clear and logical sequence. With the help of workflow software like beSlick, you can easily map out these steps, assign tasks to team members, and set deadlines. 

Here’s how you can create a simple workflow:

  • Identify the Process: Start by selecting a process that needs to be streamlined. This could be anything from handling customer inquiries to managing project tasks.
  • List the Steps: Break down the process into individual steps. Each step should be a distinct action that contributes to the completion of the workflow. For example, in a project management workflow, the steps might include planning, execution, and review.
  • Assign Responsibilities: Determine who is responsible for each step. Assigning clear roles ensures accountability and helps in tracking progress. With a workflow app like beSlick, you can easily assign tasks to team members and notify them of their responsibilities.
  • Set Deadlines: Establish deadlines for each step to keep the workflow on track. Deadlines ensure that tasks are completed in a timely manner and help in maintaining momentum.
  • Map the Workflow: Use a workflow app or workflow software like beSlick to create a visual representation of the workflow. This can be in the form of a flowchart or diagram that clearly shows the sequence of steps and decision points.
  • Test the Workflow: Before fully implementing the workflow, run a test to identify any potential issues or bottlenecks. Adjust the workflow as needed based on the test results.
  • Implement and Monitor: Once the workflow is finalized, implement it within your organization. Use beSlick to monitor progress, track task completion, and make adjustments as necessary.

For example, a simple workflow for approving a document might include the following steps:

  • Create Document: The document author creates the document and submits it for review.
  • Review Document: The reviewer checks the document for accuracy and completeness.
  • Approve/Reject Document: The reviewer either approves the document or sends it back for revisions.
  • Implement Document: Once approved, the document is implemented, and relevant parties are notified.

Using workflow software like beSlick, each of these steps can be easily managed and tracked, ensuring a smooth and efficient process.

Creating a simple workflow with the help beSlick (we also have a workflow app) can greatly enhance your business operations. It allows for clear communication, ensures tasks are completed on time, and provides a structured approach to managing processes.

What is a Workflow Example?

Streamline Your Business with Effective Workflows

Understanding and implementing effective workflows is essential for any business looking to improve efficiency and service delivery. By leveraging workflow software like beSlick, you can streamline processes, reduce errors, and ensure that all tasks are completed on time. Ready to enhance your business operations? Explore our comprehensive guide on workflow software and discover practical workflow examples today.

Implementing workflows not only boosts productivity but also enhances visibility and accountability within your team.

With beSlick, you can create, manage, and optimize your workflows with ease, ensuring your business runs smoothly and efficiently. Don’t let your processes gather dust in a folder—bring them to life with beSlick.

Need a better way to track team tasks & workflow?
Need a better way to track team tasks & workflow?

, Author of The Dirty Word and CEO at beSlick

Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.