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

Newton’s First Law

July 15, 2020

Newton’s First Law Part of Newton’s First Law states that “…an object in motion stays […]

No System is Perfect

July 7, 2020

No System is Perfect While it may sound trite, it bears repeating that no data management […]

Data Accretes

July 1, 2020

Data Accretes One of my very first jobs in the association world was managing the production […]

Don’t be so lazy…

June 24, 2020

Don’t be so lazy… One of the things that attracted me to the software world […]

Don’t try to do everything at go-live

June 17, 2020

Don’t Try to do Everything at Go-live When implementing a new AMS, there is a […]

Make sure your system has broad support

June 10, 2020

Make sure your system has broad support An AMS vendor pointed out to me recently […]

You have to have the right people in place

June 10, 2020

You have to have the right people in place This may seem obvious, but I’ll […]

Ask “What” not “Why”

June 3, 2020

Ask “What” not “Why” As a consultant, one of my favorite questions to ask my […]

Engagement is measured by the customer

May 27, 2020

Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click […]

Yes, you do have a process for that

May 13, 2020

Yes, you do have a process for that When I work with clients on pretty […]

Leave a Comment

Your email address will not be published.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

Scroll to Top