Greetings and May the 4th be with you.
The powers of the Jedi are undeniable. They can move things freely, control machines and processes in ways that no one has ever done before. It takes years and years of training to become a Jedi master and even then the threat of the dark side looms in the distance as your power grows.
But what if we had a solution that harnessed Jedi powers into efficient, fast and flawless business processes without the risks of the dark side? If this sounds like an alternate, dream reality to you then try workflow, you must.
Adding a workflow solution will change the way your organization runs. Essentially, workflow sets up a series of configurable life cycles that respond to different queues and then lead to more actions, rules and processes. All of this happens automatically and in seconds without constant monitoring or action from you. Any document type, file format, data object or records management folder can be scanned or uploaded in a workflow and get pushed along to the right places and people.
So, what are the steps to becoming a Jedi Workflow Master? Glad you asked.
Step 1: Choose your program
If you have an existing OnBase solution, you may want to consider using their individual workflow capabilities. Workflow is already extremely easy to implement so using an interface you’re familiar with makes it that much quicker. With OnBase, you can take advantage of over 185 pre-defined rules and actions to start with in your set-up. Even with an existing SharePoint solution, you have the option to work with third party vendors like Nintex to create forms-driven workflow solutions that help bring more advanced workflows to an existing Microsoft space. If you don’t have a solution yet, feel free to look around. There are a lot of things to look at here but at the end of the day, adding one with advanced workflow capabilities will really help streamline your business.
Step 2: Build your Workflows
Workflows are easy to build out and can be completed quickly. When using a user-centric interface like OnBase for example, you can easily plug your rules into workflow. From there, you can continually optimize and adapt your set-up to fit new business goals or develop more robust flows all without having to create a custom code. And because you’re using such a customizable feature you can also stay compliant and keep your confidential information well, confidential. By creating tightly defined processes and detailed audit trails for future reference, your patient information can meet HIPAA and HITECH compliance standards or your policyholders insurance and report history can continue to be stored safely.
Step 3: Take it all in
After adding your workflows, watch the costs roll down as you save on paper-based processes and take away additional manual labor that a full-time employee had to do. Stay organized and keep your business running smoothly by adding important features like load balancing or role based calendars. With these, your workflow can prioritize documents and load them into a calendar for the available users to manage. Looking at these flows, you can easily see documents in red that have a high priority or a calendar filled with yellows and greens that can be looked at later. Make adjustments, grow your solution and continue to make once manual, labor-intensive tasks quick and efficient while also eliminating the risk of human error.
While becoming a Jedi Master may take time, adding workflow is easy and quick. Harness the immense powers of the Jedi in your organization.