Optimizing Productivity with Workflow Management

Paths

Optimizing Productivity with Workflow Management

Author: Paul Gadbois

This skill path covers the processes, roles and controls necessary to establish a full lifecycle approach to managing workflows associated with request fulfillment.

What You Will Learn:

  • Streamline Work Request Intake
  • Consistently Assess Each Workflow Request
  • Establish Workflow Categorization
  • Properly Prioritize Workflow Requests
  • Plan and Manage Resource Capacity
  • Properly Allocate Resources to Each Workflow
  • Effectively Manage Request Backlogs
  • Establish Appropriate Time Reporting Procedures
  • Consistently Plan, Document and Execute Workflows
  • Report on Workflow Management Compliance and Effectiveness

Pre-requisites

No prerequisite knowledge needed

Beginner

In this beginner section we will introduce you to the first phase of the workflow management framework, which includes topics such as work intake, work assessment, work categorization, and work prioritization

Using Workflow Management to Streamline Request Intake

by Paul Gadbois

May 13, 2020 / 1h 34m

1h 34m

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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.

Table of contents
  1. Course Overview
  2. Establishing an Effective Work Intake Process
  3. Assessing Work Requests to Improve Workload Management
  4. Leveraging Workload Categories to Improve Prioritization
  5. Streamlining Workload Assignments Based on Prioritization

Intermediate

In this intermediate section, we will introduce you to the second phase of the workflow management framework, which includes topics such as capacity planning, work allocation, backlog management, and time tracking and reporting.

Using Workflow Management to Optimize Resource Allocation

by Paul Gadbois

Jul 28, 2020 / 1h 12m

1h 12m

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Description

In an ideal world, organizations should be able to confidently demonstrate that they have the right people with the right skills doing the right work at the right time. Unfortunately, one of the most challenging paradigms in business management is “too much work, too few workers.” As a result, leadership is forced to ask their people to do more with less. To deliver on expected results, management and their team members must find a consistent way to streamline and optimize the way they manage their workloads. In this course, Using Workflow Management to Optimize Resource Allocation, you will learn to design and implement four intermediate workflow management processes in your organization. First, you will explore establishing a capacity planning capability. Next, you will discover managing workload allocation. Then you will examine how to define a backlog management capability. Finally, you will learn how to leverage time reporting to improve workflow. When you are finished with this course, you will have the knowledge of using workflow management to optimize resource allocation needed to guide your organization in the implementation and adoption of these critical processes.

Table of contents
  1. Course Overview
  2. Establishing a Capacity Planning Capability
  3. Managing Workload Allocation
  4. Defining a Backlog Management Capability
  5. Leveraging Time Reporting to Improve Workflow

Advanced

In this advanced section, we will introduce you to the third and final phase of the workflow management framework, which includes topics such as work planning, work execution, and reporting.

Using Workflow Management to Fulfill Customer Requests

by Paul Gadbois

Oct 27, 2020 / 1h 23m

1h 23m

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Description

In an ideal world, organizations should be able to confidently demonstrate that they have the right people with the right skills doing the right work at the right time. Unfortunately, one of the most challenging paradigms in business management is “too much work, too few workers, ” and as a result, leadership is forced to ask their people to do more with less. To deliver on expected results, management and their team members must find a consistent way to streamline and optimize the way they manage their workloads.

In this course, Using Workflow Management to Fulfill Customer Requests, you will learn how to design and implement three advanced workflow management processes in your organization. First, you will learn how to establish a work planning capability. Next, you will identify the steps needed to define standardized work procedures. Finally, you will learn how to implement an effective reporting capability. When you are finished with this course, you will have the skills and knowledge of Workflow Management needed to guide your organization in the implementation and adoption of these critical processes.

Table of contents
  1. Course Overview
  2. Establishing a Work Planning Capability
  3. Defining Standardized Work Procedures
  4. Implementing a Reporting Capability