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

Not Just Technology

December 16, 2020

Not Just Technology There was recently a discussion on the ASAE online community about project management […]

Consider quitting

December 4, 2020

Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” […]

There is nothing so permanent as business rules

November 25, 2020

There is nothing so permanent as business rules Nobel Prize-winning economist Milton Friedman said, “There’s nothing […]

Budget for feature discovery and adoption

November 18, 2020

Budget for feature discovery and adoption When developing a budget for implementation of a new […]

Customize staff pages for better user adoption

November 11, 2020

Customize staff pages for better user adoption The single most important element to data management […]

Don’t ask questions for which you already know the answer

November 4, 2020

Don’t ask questions for which you already know the answer I was recently completing an […]

All decisions involve risk

October 28, 2020

All decisions involve risk Whether it’s choosing a new AMS or introducing a new product […]

“I just want a system I don’t have to fight with.”

October 14, 2020

“I just want a system I don’t have to fight with.” I asked my client: […]

Inertia Contributes to Bad Data

October 7, 2020

Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d […]

What are you doing with new contacts?

September 30, 2020

What Are You Doing with New Contacts/ I was very interested to read in a […]

Leave a Comment

Your email address will not be published.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

Scroll to Top