Try flowcharting your processes

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

People fear uncertainty, not change

October 27, 2021

People fear uncertainty, not change If you’ve ever worked on any big project that was […]

“Working with you is like going to therapy.”

October 20, 2021

“Working with you is like going to therapy.” I was working with a client last […]

The best ideas are stolen

October 13, 2021

The best ideas are stolen I don’t remember where I first heard it, but someone said […]

It’s all about expectations

October 7, 2021

It’s all about expectations One of the most critical contributors to the success of a […]

Either you test, or your members will

September 29, 2021

Either you test, or your members will If I was forced to choose the single […]

But are you really willing to change?

September 22, 2021

But are you really willing to change? When any organization is making a change in data management […]

Two tips for data conversion

September 15, 2021

Two Tips for Data Conversion I’ve written a lot about data conversion over the years […]

Who should “own” the database?

September 8, 2021

Who should “own” the database? One of the most common questions I get from my […]

What makes you weird?

September 1, 2021

What makes you weird? When I work with clients on selecting a new association management system, one […]

Why “AMS Consortiums” Don’t Work

August 25, 2021

Why “AMS Consortiums” Don’t Work About once a year I will get a call from […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top