​Successful Workflow Systems Projects

Part I: The Foundation

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Successful Workflow Systems Projects PART 1 the Foundation Blueprint by Dallas Integrated Marketing Agency 70kft

The First Step

The first step in the right direction is to take a step back and figure out the mission. Systems do not represent your mission, exceeding the clients’ expectations remains your core mission.

So now you know your mission, what next?

  • Current State Assessment: Know who you are and where you are.
    • SWOT Analysis
    • Client focus groups and satisfaction surveys
    • Interviews with upline managers
    • Internal team satisfaction surveys
  • Desired Future State: Know who you want to be and where you want to go.
    • Develop department vision or mission statements
    • Develop supporting goals and objectives
  • Processes: Workflow systems are all about process.
    • Ask yourself:
      • Do you have standard processes for your work?
      • Are those processes documented and well known?
      • Are the processes efficient? Do they represent the best path of execution from point A to point Z?
    • Process mapping, review and optimization are a must!
    • Don’t overlook processes, from project sign-on to sign-off

The key takeaway here is this: systems will leverage process clarity and efficiency to great effect. Systems will leverage process confusion and inefficiency to great effect, as well.

Defining Your Project

Many project aspects should be identified and defined in order to create the most effective system possible.

  • Identify the following:
    • The project owner
    • Stakeholders
    • Constraints
    • Required approvals
    • The resources and quantity of resources that will be needed from within your team and outside your team
    • The project leader
    • Identify and assign the direct contributors to the project
    • The project champions

The next part of the Successful Workflow Systems Projects series will cover “The Floors.” Stay tuned!  

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