Slide 1
Strategic Planning

Workflow Analysis

Understanding the best way to get the job done, using the technology that you already have.


Workflow analysis is the process of documenting and analyzing the steps, tasks, and decisions involved in a specific business process or workflow. The purpose of workflow documentation and analysis is to understand and improve the efficiency and effectiveness of the workflow, identify bottlenecks or inefficiencies, and identify opportunities for automation or streamlining.

To document and analyze a workflow, an organization typically follows these steps:

  1. Identify the workflow: Identify the specific business process or workflow that needs to be documented and analyzed.

  2. Gather information: Gather information about the workflow, including the steps involved, the people or departments involved, the tools and resources used, and any decision points.

  3. Document the workflow: Document the workflow by creating a visual representation of the steps and decision points involved. This may be done using a flowchart or other visual representation tool.

  4. Analyze the workflow: Analyze the workflow to identify bottlenecks or inefficiencies and to identify opportunities for automation or streamlining. This may involve collecting data about the workflow, such as the time required for each step or the number of errors or rework required.

  5. Identify improvement opportunities: Identify opportunities for improving the workflow based on the analysis. This may involve reorganizing the steps, automating certain tasks, or introducing new tools or processes.

  6. Implement changes: Implement the identified improvements to the workflow.


Workflow documentation and analysis can help organizations improve the efficiency and effectiveness of their business processes and identify opportunities for automation and streamlining. It's important to regularly review and update workflow documentation to ensure that it reflects the organization's current processes and to identify any changes that may be needed.

I can't tell you how many times we've been in conversations with a client, when they mention something that raises the 'There are easier ways to do that' red flag.

Nowadays, there are many, many tools available to automate or streamline workflow. Executives and managers just need to be open to identifying places where 'There should be an easier way to do this'. With technology today, there usually is.

So, if you have a process in your company that should be easier, give us a call.

Let's see if we can work together to find a way to use technology to simplify, automate or eliminate the problem.

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