What is a work process?
A work process is defined as the sequence of actions to achieve a certain goal.
Each set of tasks that takes place in your organization includes multiple employees and requires them to work together.
How will you build a work process into the system?
Think about how it's happening today - what tools are you managing the process with.
Defining process steps - what are the statuses to monitor the process to produce a common language.
What information would you like to collect along the way – what information is important for you to collect at the beginning of the process and what you would like to see at the end. Customer management example - you will want to collect general information about the customer and what kind of service we will provide to them.
Think about follow-up processes - it's possible that a work process ends up splitting into different processes later on. For example - at the end of the process of "absorbing" your customers, you will want to manage the referrals, tasks and transactions related to them specifically.
People - which are the factors that participate in the work process.
Setting up a work process:
Develop a group in the system - let's manage the group in a Kanban view with which you can better see the progress of the process.
Set automatic steps and rules for the group - each column in Kanban will express a step (status) in your work process.
Build a suitable form - building the form will allow you to shape the exact content of your process, it will allow you to produce a uniform pattern of input of the information in the process and, finally, it will allow you to analyze the data from the information contained in it.
Create groups for follow-up processes - each group will allow you to manage a follow-up process related to the previous process. Creating one of our linked forms will allow for more accurate tracking. For example - attaching a customer inquiry to the customer's file allows you to track their inquiries over time.
Join the group of collaborators involved in the process.
We at Tuqqi are always available to help you adjust your work processes within the system.