Workflow mapping is just what it sounds like, to create visual maps of your processes.

They can be as broad as the steps that are part of a process. Or as specific as the individual tasks, decision points, actions so as  when and how information is exchanged in a process.

Workflow mapping gives either a low or high-level look at the process. It allows your team to understand everything that is involved in a process — from start to finish.

Ex. of a Mapped Workflow: shipment's label creation and tracking 

Workflow Mapping example

Workflow Mapping: The First Step in Any Process Automation Project

Why should businesses implement a workflow mapping process prior to their process automation project? 

Because in order to automate your process you need to know in detail  how the process runs: interactions, tasks involved, decisions that are part of it, by who and when, steps and their order, etc.

Doing this before starting your process automation project will simplify it and speed it up. Otherwise you can do it as you go. However we have found it less practical.

Key Questions in any Workflow Mapping Project

If you have never mapped your processes, their mapping will help you to know how your employees are completing processes. This will allow you to make corrections and adjustments to eliminate inefficiencies, etc.

The role of Workflow Mapping Software

We dare to say that today everyone uses workflow mapping software to map their processes. It just makes the most sense.

» They help you to quickly create  step-by-step flow charts and document your process. They allow you to quickly visualize the work you do and the process you are mapping.

4 Best known Workflow Mapping tools

Although we are currently working to add the mapping tool to our workflow management software, we don’t have it available yet. However, we have put a selection together for you.

According to G2 and own research these are the 4 best known Business Process Mapping tools:

Miro: You can create process maps and diagrams. Ideal for complex systems, processes, and customer journeys. We ourselves use this application to map our customers’ processes.

miro

Lucidchart: You can outline and standardize processes by creating custom shape libraries and templates.

lucidchart

Igrafx: Helps you to document processes through a Process Modeling and Design mapping tool.

Igrafx

Microsoft Visio: Helps you visualize data-connected business process flows. Offers pre-made templates and the ability to collaborate with teammates and share diagrams easily.

Microsoft visio

How to Automate your Processes in NO TIME!

How to Map a Process

If you’ve never mapped a workflow before, getting started can be slightly intimidated. To help you understand the process, we’ve outlined the internal process should follow before you start making corrections.

Step 1: Identify the problem

Start out is by analyzing data and asking for feedback from your team.

  • Is there an activity that’s always falling short?
  • Are your team members dissatisfied with the way something gets done?
  • Have you received customer complaints?

Once you answer these questions and identify the problem that needs to be corrected, use this as the title of your project.

identify problems
identify tasks
Step 2: Determine tasks and activities that need to happen

During this step you will gather all the information you can about the process to be outlined.

» Identify all the stakeholders, determine who owns each task, and how many steps are involved. If possible, try to also gather data on resources, channels, and platforms that your team relies on.

The more information you have, the easier it’ll be to draw your workflow.

Step 3: Define a beginning and an ending

Defining boundaries is key when it comes to workflow mapping.

» It may be a good idea to split long processes in small ones or sub-processes. I will simplify the analysis.

If you’re analyzing employee onboarding, for example, your workflow probably starts when a new employee accepts an offer and ends after they’ve been employed for 30 days.

Whatever the beginning and ending looks like, developing clear delimitations will help in later steps.

process start and end
sequence
Step 4: Map out the sequence of steps

» At this point you will start mapping out the steps, tasks, and subtasks associated with the workflow.

We recommend starting every task with an actionable verb and outlining who owns it.

For example, you can say “Export customer information, owned by Kyle.” Alternatively you can just name the department in charge (usually for bogger teams)

Step 5: Draw your flowchart

Try to be as visually accurate as possible. Use arrows, shapes and colors to help stakeholders understand what the chart means, interactions between them and when.

We recommend using an advanced workflow mapping tool, so you can draw intuitive flowcharts.

workflow
checkmark
Step 6: Get feedback & Finalize flowchart

The last step in the process is to review the flowchart with everyone involved and make sure you have all the needed information.

Remember to have the right title, date, and any other piece of information that’ll help guide the reader.

After the Workflow Mapping: Process Automation

Next time you start an automation project, make sure you choose the workflow process mapping that better suits your needs and map your process before you begin.

But now, how do you take your workflow diagram and turn it into an automated process?

» With Virtus Flow Workflow Automation Software Tool

» VF helps you to easily automate any business process (without coding); no matter how complex the process may be.

 It gives you the tools to:

  • Create digital workflows.
  • Add all necessary rules, conditions and approval steps.
  • Manage tasks, documents, notifications, to-dos, tickets, etc. from a single dashboard.
  • Automate information delivery, storage, retrieving, communications, etc.
  • Collaborate with internal and external users.
  • Manage workflows, employees, vendors, clients, etc.
  • Create Web Forms, etc.

» The right process management tool is the one that allows you to do everything you want to.

Your organization is sure to see success when you implement the proper business process modeling and workflow automation tools in alignment with your business objectives.

When you follow these steps, your team members will increase productivity, provide better services and have real-time eyes on the work they do.

Automate any business process with 1 SINGLE (No-Code) App!

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