The Importance of Custom Workflow for Companies

BPO Contact Center


Penulis : Administrator - Wednesday, 31 August 2022
Ket. foto: Ilustrasi - Custom workflow. Shutterstock.
Ket. foto: Ilustrasi - Custom workflow. Shutterstock.

"The implementation of custom workflows can assist companies in the management of projects on a structural level."

Custom Workflow is defined as the sequence followed by project tasks as they progress from initiation to completion. Most project management solutions come with one or more standard custom workflows, such as the following:

  • Not started
  • In progress
  • Under Review
  • Complete

Some standard custom workflows may also offer additional options such as “Deferred” and “Canceled”. Unfortunately, with the basic solution, these custom workflows cannot be edited or modified. If they don't align with your organization's processes, you can't change them.

Project management software with custom workflows lets you create your own status sequences and groupings so that you can match them with your company's processes and custom workflows.

How Important is Custom Workflow?

The ability to define custom workflows is a powerful yet simple project management software feature that allows your system to cater to your team's unique processes.

It's important to look for tools that allow you to create custom workflow states that map directly to each stage of your process. Imagine if your chosen system only provided the following four stage options:

  • To be completed
  • In progress
  • Under Revision
  • Under Review

At what stage would you classify a task if it's in testing? Is it “Under Revision” or “Under Review”? What if you want the design stage to be separate from the production stage, but your only option is “In Progress.”

You can see how this lack of customization can lead to miscommunication, confusion, and inaccurate progress reporting. Labeling individual tasks with statuses that align with your project's process and custom workflow makes it easier to identify which process steps are being worked on and whether they are on track.

Custom workflows tend to be unique to each organization. Every company creates and releases products in its own way. That's why it's important to use tools that are able to support the way you work instead of struggling to do it otherwise.

What if different teams, projects, and departments in your organization all have their own specific custom workflows? You need a platform that supports them all.

Custom workflows allow everyone in your organization to structure their work processes to move faster, and know where they stand. With custom workflows, you can create flows for everything from approval processes to bug tracking to content development and more.

Additionally, custom workflows let you define who should be added as assignees to tasks when they are changed to a specific custom workflow state.

Read More:  Inilah Kelebihan Custom Workflow dibandingkan Workflow Tradisional!

The Benefits of Custom Workflow

Custom workflows offer several significant advantages when compared to standard, off-the-shelf custom workflows. Here is an overview of the main benefits:

  • Flexibility: With customizable workflows in your project management software, there are no restrictions on how you choose to create or change the status of individual tasks or your overall work process flow. If your business processes change over time or need to be customized for different projects, it is quick and easy to change the custom workflow in your software to suit.
  • Visibility: You can run reports or create dashboards that show the location of project tasks by status. This functionality allows you and your stakeholders to better understand where tasks are in your defined process. When you can monitor by “In Draft”, “Under Review”, and so on, you have more control than if your options are limited to “In Progress” and “Completed.”
  • Efficiency: Custom workflows allow you to reduce the number of tasks that clutter your schedule. While you have fewer tasks appearing, you can gain more insight into progress. With color coding and task status monitoring, it's easy to understand the progress of tasks at a glance and see which ones might need your attention.

Summary

It is crucial for companies to implement a custom workflow. To manage a good custom workflow, BPO Contact Center is the solution for your company that wants to increase effectiveness and productivity in managing projects.

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