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What is consulting in Workflow Management?

by Frank Caccio | December 22, 2020 | SaaS Project Management
What is consulting in Workflow Management?

Businesses have been moving toward more automation of administrative processes for some time now. The Covid-19 pandemic has served to complicate the upgrading of systems in unexpected ways. With the blizzard of articles, studies, and recommendations across the internet, sorting through what’s credible and—more importantly, necessary—for your particular firm can be confusing. Workflow consultants can be the key to helping you navigate best practices in challenging times.

How Does Workflow Management Fit into Your Business?

Workflow management consists of understanding the steps to accomplish particular job tasks and ensuring that they are performed as efficiently and correctly as possible. Workflow management identifies the task and breaks it down into granular steps, providing a clear procedural understanding of the work. At each step, who is responsible is noted and identified and what information is needed to continue to the next step. Each business will have unique processes to track, but documenting the workflow process itself will follow a similar path.

On the face of it, understanding workflow seems simple and obvious. In reality, it can become quite complicated, particularly when your business involves interacting with third-party services, government regulations, and compliance issues. A consultant can help guide you through the process, clarifying how the documentation and implementation process works. As an “outsider,” they bring a fresh set of eyes to your work and a knowledge of industry best practices.

Why Hire a Consultant for Workflow Management?

We all have our expertise. We also have a subset of skills that support our primary work. The truth of the matter is, though, that we cannot wear all the hats necessary to run a business and expect top-level performance. We also have businesses to run, sometimes with a lean staff that might not have time for a special project. A consultant can help identify skillsets within your firm that can take your workflow process to the next level. They can work independently of the daily work of the firm to assess needs and executables in a more efficient manner.

Perhaps the key benefit of working with a consultant in workflow management is their expertise. That’s the crux of what you are paying for. It’s one thing to recognize you have management challenges. It’s another thing entirely to climb the learning curve on your own just to get to the point where you can make quality recommendations and changes. A consultant can short-circuit that process and keep you moving forward.

Workflow Automation is Specialized

As we move more and more toward automation in the workplace, software has become a critical strategy component. What a workflow management platform can do, how it works, how to plan for it, and how to troubleshoot it are all knowledge-based issues that internal staff do not have. A consultant can step in at the critical junction of making change, help organize and train your staff, then step away once you are up and running. By using a consultant, you can implement needed changes to improve efficiency and productivity faster and more confidently.

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