Try flowcharting your processes
Working with a client recently on their membership join process reminded me of the tremendous value of putting your processes into a flowchart. In their case, a single membership join (organization) requires asking three questions before the correct "join path" is determined. Drawing a flowchart of this decision process will help provide them a stark visual view of how complex their business rules actually are.
Here are just a few of the benefits of flow-charting:
- Provides a very vivid visual view of how simple or complex your process is. The more steps there are in the process, and the more decision points in your process, the more complex it is.
- Identifies where the exceptions are. Every decision point is, technically, an exception. Too many may be an indicator that you're trying to manage to the exception, a big no-no!
- Identifies where NO rules are! As you work through your flowchart, you may find that some decision points lead you to a process that hasn't been defined yet.
- Demonstrates easily and quickly to others what's involved in a process. Too often those who are not involved in a process don't understand just how many steps are involved. A flowchart can demonstrate this quickly.
One of the best benefits of all is that drawing a flowchart can force clarity on a process. As the points above illustrate, business processes often aren't completely thought through. A flowchart can help you identify gaps, exceptions, and unnecessary complications.
So start drawing those charts!
![]()
Wes's Wednesday Wisdom Archives
Some data analytics tips from the DAN “Science Fair”
Some data analytics tips from the DAN “Science Fair” Last week I had the opportunity […]
Are all your processes frictionless?
Are all your processes frictionless? I’m not a huge fan of buzzwords, but I love […]
Trends don’t need perfect data
Trends don’t need perfect data When it comes to analyzing data trends (changes in data […]
Start with “Why” before you move to “How”
Start with “Why” before you move to “How” Something I’ve noticed over my years in […]
The power of users groups!
The power of users groups! Last week I had the honor and pleasure of speaking […]
Associations are complex businesses!
Associations are complex businesses! One of the reasons managing data at an association can be so […]
Snapshots are required
Snapshots are required Recently a couple of different clients have asked me why it’s necessary […]
“It’s in the database…”
“It’s in the database…” I often joke with my clients that AMS nirvana looks like […]
Using the Pomodoro Technique for data management
Using the Pomodoro Technique for data management I’m a huge fan of the Pomodoro Technique, […]
You need a PLAN to deal with duplicates
You need a PLAN to deal with duplicates Here’s the thing about duplicate records: No […]
