Workflow Improvement
- 1. Workflow Assessment Process Helps establish, with proposed investment, the Payback & ROI Assess Strategic Goals Operational Costs associated with Flow (Paper) Labor, Supplies, Storage Operational Flow (People) Evaluate the AS—IS Application & Manual Processes Process in Comparison to Best Practices IT Infrastructure (Survey) Network, Copier, Servers, & Clients Collection of Data – Current Personnel Costs – Projected Personnel Costs – Existing Operating Costs – Organization Procedures & Tasks – Projected Operating Expense Reduction/Elimination – Financial Data – Investment Information Analysis of the Current Systems • Implementation Issues • Operational Issues • Integration Issues • Support Issues • Security Issues
- 2. Phase 1. Initiating • Define what the Assessment should accomplish • Define the overall project goal • Define expectations of customers, management & other stakeholders • Define project scope • Select members for the project team Phase 2. Planning • Refine the project scope to include a balance among results, time and resources • List tasks and activities that lead to achieving project goals • Sequence activities in the most efficient manner • Develop a workable schedule and budget for assigning resources • Get plan approved by appropriate stakeholders Phase 3. Design • Define what tools will match up with the requirements and what each should do • Define the capture tools • Define viewing and/or editing tools • Define the storage requirements and records policy • Define interface requirements and collaboration tools • Define output and/or retrieval tools • Select members for the implementation team Phase 4. Implementation • Refine the project design to include any relevant updates and technology improvements • List tasks and activities that are needed to properly deploy the solution • Sequence installation and training activities in the most efficient manner • Develop a workable schedule for the launch of the new process • Utilize project milestones to deploy and evaluate the project Phase 5. Optimize • Refine the project design to include any relevant updates and technology improvements • List tasks and activities that are needed to properly enhance the process • Enable end-users with tools that help them understand the plan for optimization • Develop a workable schedule for the launch of the optimized process