Why Is Workflow Documentation Important? - Deepstash

Why Is Workflow Documentation Important?

  • It helps optimize processes: You can’t improve upon what you can’t even see.
  • It ensures accountability: Without workflow documentation, anytime there’s a blocker, it’s a challenge to find out who or what caused it.
  • It takes the confusion out of employee onboarding.
  • It eases merger or acquisition transitions. Workflow documentation is a tangible and intangible benefit to the buyer, and therefore, the seller.
  • It helps scale your business: For a business that wants to grow in a scalable manner, not only do the processes and workflows need to be documented, but they need to be systemized and automated.
  • It safeguards organizational knowledge: When an employee leaves your organization, what happens to the unique processes and systems they developed over the years?

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jessicadelgado

Medical sales representative

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What Is Workflow Documentation?

Workflow documentation is the roadmap to completing essential tasks at your organization. When done correctly, this documentation can be handed off to another individual at your organization, and they can complete the task completely independently.

Rather than a st...

The Steps To Document Workflow

  • Step 1: Define desired outcomes: Once you’ve defined your team’s desired outcomes, you have a better idea of the workflows that need to be documented, and you’re ready for step two.
  • Step 2: Carry out and capture every step of your current workflows...

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