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.
What you'll learn
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.
Table of contents
- Streamlining Workload Assignments Based on Prioritization 2m
- Identifying Informal and Formal Work Prioritization 6m
- Identifying Priority Influencers 5m
- Implementing a Priority Hierarchy Based on Work Categories 7m
- Identifying Priority Levels for Each Work Category 5m
- Designing a Work Prioritization Process 5m
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.
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.
This course is for anyone wanting to learn how to streamline request intake using workflow management!
This is a beginner level course with no prior knowledge of workflow management needed!