Using Workflow Management to Streamline Request Intake

Every organization struggles with competing priorities and limited resources. However, using workflow management will ensure that your team has the right people with the right skills, doing the right work at the right time, for the right reasons.
Course info
Level
Beginner
Updated
May 13, 2020
Duration
1h 34m
Table of contents
Description
Course info
Level
Beginner
Updated
May 13, 2020
Duration
1h 34m
Description

Now more than ever before, every organization is being asked to work smart not hard. Teams are expected to accomplish more with fewer resources and smaller budgets. Most organizations lack the processes and controls necessary to optimize their resources as they attempt to manage these increasing workloads. In this course, Using Workflow Management to Streamline Request Intake, you will learn the foundational knowledge necessary to design and implement the processes and controls needed to efficiently receive, triage, prioritize and assign workloads that address business needs in a consistent and timely manner. First, you will learn how to establish a formal work intake process and tool. Next, you will discover the steps necessary to assess each work request to ensure that the content is complete and accurate. Then, you will learn how to establish and assign formal work categories to each work request. Finally, you will explore how to assign the appropriate priority to each work request by using multi-layered prioritization. When you are finished with this course, you will have the skills and knowledge needed to guide your organization in the adoption of these critical workflow management processes.

Course FAQ
Course FAQ
What will I learn in this Workflow Management course?

In this course you will learn critical business process management skills in order to implement the processes and controls needed to efficiently receive, triage, prioritize and assign workloads that address business needs in a consistent and timely manner.

What are the benefits of Workflow Management?

Workflow Management processes help organizations ensure that they have the right people with the right skills doing the right work at the right time and for the right reason. This course will help you harness workplace efficiency.

Who is this Workflow Management course for?

This course is for anyone wanting to learn how to streamline request intake using workflow management!

Are there prerequisites to this course?

This is a beginner level course with no prior knowledge of workflow management needed!

About the author
About the author

Paul is a highly decorated IT Professional with over 14 years of experience in the areas of IT Training, IT Service Management, IT Infrastructure Management, and IT Security.

More from the author
More courses by Paul Gadbois
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hello everyone. My name is Paul Gadbois, and welcome to my course titled, Using Workload Management to Streamline Request Intake. I am the enterprise architect at the Medical University of South Carolina. As an enterprise architect, I've developed workflow management architectures, which is made up of 11 individual processes that work together to help organizations ensure that they have the right people with the right skills doing the right work at the right time and for the right reason. This course is designed to cover the first four of these processes, which together form the intake and preparation phase of workflow management. In this course, you will learn about establishing a formal work intake process about assessing and documenting work requests, organizing work requests into categories, and prioritizing work using multi‑layered prioritization. By the end of this course, you will be prepared to implement all four processes and guide your organization in the adoption of formal workflow management capabilities. I hope you'll join me as we explore how to use workload management to streamline request intake, here at Pluralsight.