How to Create a Workflow (for Standard Operating Procedures)

July 9, 2021 in Standard Operating Procedures



How to Create a Workflow (for Standard Operating Procedures)
Table of Contents

Most of us want to be productive at work. 

But that can be challenging when we don’t know exactly what to do. 

This is where standard operating procedures (SOPs) come into play. SOPs refer to documented guidelines that break routine tasks into step-by-step instructions. 

Effective standardization can enhance operational efficiency, improve quality control, and increase worker safety. There’s just one problem—SOPs aren’t always as effective as they could be. One simple way to improve SOP fulfillment is to combine them with workflow charts. 

In this guide, we’ll discuss the different types of workflows, their many benefits, and how to create effective workflow charts. Implement the following tips, and you’ll soon find yourself answering fewer questions about SOPs and spending more time optimizing processes!  

How to Create a Workflow (for Standard Operating Procedures)

The Relationship between SOPs and Workflows

First things first—there are no downsides to standardizing business processes. But that doesn’t mean organizations always experience immediate results after implementing SOP programs.

SOPs generally falter for three reasons: 

  1. Employees can’t easily access them (written documents remain in file cabinets). 
  2. Managers don’t write them in clear, concise, and jargon-free language.  
  3. Complex tasks require more explanation than simple checklists can provide. 

Beyond using mobile work order software to circulate well-written SOPs, some managers supply workers with illustrated workflows to reduce confusion. A simple way to understand the importance of workflows is to consider a vehicle’s navigation system. 

Should a driver run into an unexpected roadblock, they can consult their virtual roadmap for alternative routes. Similarly, good workflows make it easier to execute assigned tasks and change directions as needed. So, what exactly is a workflow process? 

free sop template

What Is a Workflow Process?

Workflow processes are visual representations of predetermined actions that help workers execute tasks as efficiently as possible from start to finish. 

Workflows may involve one employee or several, depending on the task at hand. They include the necessary steps, resources, and instructions to get work done. Notably, a document is not a workflow unless all tasks lead to a shared goal. 

Project managers often divide workflows into the categories of sequential and parallel: Sequential workflows direct employees to complete steps in a numbered order. Alternatively, parallel workflows allow for executing multiple stages simultaneously. 

Following either format should lead to the same result every time, regardless of who is completing the task. You can assign workflows alone or as a supplement to a comprehensive SOP. 

how to create a workflow
MaintainX Mobile CMMS

MaintainX users can attach workflow illustrations as PDFs to digital work order assignments. This way, workers always have access to the documentation they need via tablet or smartphone. 

Benefits of Using Workflows

As mentioned above, workflows help employees complete tasks with less confusion. But there are several additional benefits to visually outlining processes, including: 

  • Increased Consistency: Consistency is the hallmark of longstanding organizations, regardless of industry. Workflows enable managers to standardize routine processes, which leads to consistent output. This trait is especially vital to manufacturers, warehouses, and sectors that follow stringent quality-control regulations. 
  • Enhanced Productivity: Standardizing processes relieves employees from the burden of making difficult decisions under pressure. Instead of wavering over how to resolve unexpected problems, they can quickly identify an approved course of action. 
  • Increased Transparency: Many organizations—particularly those in the healthcare, manufacturing, and data security industries—are subject to strict penalties in the event of noncompliance. Documented workflows act as “cheat sheets” to help operational managers monitor activities for oversights, mistakes, and violations. Instead of racking their brains to remember complex regulatory details, managers can quickly reference visual aides within automated workflows. In addition, established workflows can act as audit trails for proof of compliance during third-party inspections. 
  • Increased Autonomy: Good workflows empower employees to make good decisions without management input. They ensure that everyone understands their unique responsibilities and how they relate to comprehensive processes. The more autonomy workers have, the more time managers have to optimize operations for greater efficiency. 
  • Streamlined Training: Companies spend significant time, money, and energy training new hires. As reported by SHRM, the average cost of onboarding a new employee is $4,129. Onboarding workflow diagrams streamline the process by removing the necessity to walk employees through every procedural step in real-time. Furthermore, existing employees can transition into new roles more quickly. 
  • Minimized Delays: Workflow management systems enable organizational leaders to identify better project timelines, potential bottlenecks, and necessary resources for completion. Workflow automation further ensures everyone understands their roles. 

Other incentives to use workflows include enabling businesses to establish employee ground rules, supporting quality improvement programs, and enhancing company cultures. Before creating your first workflow, it’s helpful to break the document down into its essential elements. 

The 3 Elements of Workflows

All workflows share the following three components: 

  • Input: These are the resources needed to perform the given steps. Examples of input include team members, machinery, raw materials, assets, and other workflow tools. 
  • Transformation: Also referred to as processes, this workflow aspect refers to the workflow steps that illustrate how to apply the input. Predefined rules are the building blocks that lead to the third element—output. 
  • Output: This includes the planned physical product, service, or desired outcome. It’s worth emphasizing that output isn’t limited to deliverables. For example, an onboarding workflow would result in a skilled employee who is now an asset to the organization. 

With that said, business process management includes several types of workflows, as discussed in our next section. 

Types of Workflows

Below are the most common workflow types: 

1. Process Workflow

Process workflows are the primary focus of this article and what most managers envision when using the term “workflow.” Also known as sequential workflows, these diagrams break processes into bite-sized steps within a visual format. The primary advantage of process workflows is their ability to convey a large amount of information in a scannable format. 

2. Project Workflow

Project workflows are less common than process workflows. However, they are handy for focusing on particular projects that involve broad benchmarks. For example, we’re currently in the process of redesigning our Website at MaintainX. Before we began the process, our designers created a project workflow to set milestones for task completion. This document has helped us stay on task, on time, and on budget.

3. Case Workflow

Also known as rules-driven workflows, this type of workflow is ideal for ambiguous projects. For example, say an insurance agent is handling a new case. The initial steps involved are the same for every case, regardless of the scenario. But the roadmap can drastically change as participants reveal further information over time. Case workflows are ideal for such instances where “if, then” booleans determine the next steps. 

Now, let’s look at some quick examples of workflows in the wild. 

Examples of Workflow Usage

Practical workflow applications vary based on business size, type, and industry. Here are a few examples of typical workflow use cases: 

1. Employee Onboarding

Employees always leave; it’s a fact of doing business. In 2018, U.S. companies experienced a 15 percent average voluntary turnover rate. Employee onboarding involves many roles, from accounting to IT departments, within most organizations. 

Paperwork must be signed, system access must be granted, and orientations must be scheduled. With that said, many organizations rely on standard operating procedures to streamline these routine processes. The more complex the onboarding process, the more likely the company will use a workflow. 

2. Customer Onboarding

Providing satisfying onboarding experiences for new customers is crucial to nurturing long-term relationships. Depending on the product or service, this process may include coordinating several departments, from sales to marketing to account management. Effective workflows help employees stay on top of the many details that provide exceptional customer service.  

3. Pharmaceutical Manufacturing

Lastly, pharmaceutical manufacturing enterprises are known for using workflows when testing raw materials for production and post-production. They follow a particular type of workflow process called cold chain logistics when preparing pharmaceutical products for shipment. Quality control measures are essential to keeping customers safe and maintaining FDA compliance. 

Other sectors that commonly use workflows include military, travel, and human resources. 

How to Create a Workflow Chart (in 3 Steps)

Creating a workflow chart is, actually, quite simple. The hard part is making sure the chart includes all the right information and leaves out unnecessary tidbits. 

Effective workflows present team members with enough information to understand how to complete tasks at a glance. Complex steps may require additional explanation via attached work instructions in paragraph form. The good news? 

There are no hard rules on what you can and can’t do. Ultimately, the goal is to find that sweet spot between over- and under-explaining complex processes in visual form. 

Step 1. Revisit Your Standard Operating Procedure

Before you create your workflow chart, it’s crucial to have a firm grasp of the procedure at hand. Jumping into drafting a visual representation without conducting your due diligence may result in missed steps that lead to defective deliverables. Follow these basic steps to evaluate what information to include in your illustration: 

  • Engage relevant employees to glean first-hand insights into the SOP. 
  • Ask for input from relevant experts, specialists, and executive leaders. 
  • Consult regulatory agencies for updated safety guidelines (if applicable). 
  • Identify potential forms of production waste you can eliminate. 
  • Write your work instructions from the end user’s perspective. 

Once you have fine-tuned your SOP documentation, you’re ready to design your workflow chart. 

Step 2. Create Your Workflow Diagram

The best workflow charts are spacious, colorful, and easy to read. You can create a simple diagram using Microsoft Word or make a “fancier” one using workflow-specific software. Some of the best platforms for creating digital workflow charts include Microsoft Visio, Draw.io, and SmartDraw.

Step 3. Distribute the Workflow

Finally, print or export your workflow as a PDF to share with relevant employees. 

Depending on your purposes, you may want to use an Enterprise Resource Planning (ERP) system or a CMMS to distribute your chart electronically. MaintainX CMMS makes it easier than ever to digitally attach workflows to work orders, create SOP checklists, and maintain a bird’s eye view of maintenance technician progress in real-time. 

how to create a workflow for standard operating procedures
MaintainX Work Order Software

Put simply, MaintainX is the best in class when it comes to mobile work order management toolkits. With that said, a variety of workflow management software options exists for organizing operational workflows outside of your business’ maintenance department. 

Simplify Process Automation with MaintainX

Perhaps, the easiest place to dip your toes into workflow creation is with your facility’s preventive maintenance (PM) procedures. Critical pieces of equipment come with manufacturer’s guidelines that outline routine maintenance procedures to ensure asset reliability, decrease downtime, and extend equipment life cycles. 

Visual task representations can reduce technician oversights when reading exceptionally complex SOP checklists and work instructions. If you’re ready to streamline your maintenance project management efforts, we’re here to help!

Click the image below to use MaintainX’s procedure templates for mobile, tablet or desktop—it’s free.

SOP templates

 


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