Collaboration for complex workflows should be a well-thought-out, pre-planned set of steps − both human and technical – and include hierarchies to integrate people and technology for maximum benefits.
At the Heart – Needs to be Formula and Rules Based
Relying on formula and rules-based workflows is the key to creating a dynamic environment for correspondence management. Complex workflows change course often. When rules rather than personal decisions handle these changes, the workflow is less time-consuming and less prone to error. And when an automated process takes the place of a manual task, the process is even faster and more accurate.
Complements the Existing Environment
A collaborative workflow combines current applications, content, data, other company assets, and even people, providing visibility to the entire process.
Cannot Be Proprietary
Technology needs to be based on open standards to leverage existing systems and apply rules across the entire process. Of course, current systems should also be based on these standards.
Engages Personnel Expertise at the Right Time Team members are engaged in the workflow at those times when their specific participation is required − and not before or after.
Complex Processes are Transparent to Users
Workflows change often, dynamically initiating alternate processes or involving different people. The user experience should remain focused on the individual’s specific role and responsibilities given the new scenario.
Familiar Tools = Less Disruption and Higher Productivity
Allowing teams to use their standard applications and achieve better results leads to higher ROI.
Collaborative workflows allow companies to define how people and systems will interact in all possible scenarios. Exceptions and unforeseen changes become planned events that are handled with the utmost efficiency, thereby providing a more realistic view of the end result.
Visibility into the Process
Having the ability to report on activities, regardless of where or when they occurred, enables a real-time view of the entire workflow, giving management valuable information on all phases of the content lifecycle.
Consistency and Control
Removing ad-hoc activities in favor of specific, assigned tasks adds discipline to the process.
Collaboration requires hierarchies to utilize people and technology for optimal benefits. Adopting a collaborative workflow process as a corporate standard provides stakeholders with a cohesive management tool, one that gives them control and visibility into a wide range of business processes.