Which ingredients do I need?

Yield: Entire Company
Prep time: Depends on Complexity of Flow
Total time: Prep Time and Configuration time


6 Cups of Defining Requirements

3 Cups of Creating a Workflow Chart

4 Cups of Configuration

4 Cups of Testing

5 Tbsp of Tweaking Flow


Designing a workflow is a great way to not only automate business processes but also to alleviate human error when executing specific tasks.  If you have the patience and discipline to follow the “ingredients”, you won’t overlook something critical and the result is an effective workflow!

Step 1.  Define what the current process does now and how you would like to improve it.

Step 2.  Segment the workflow and determine which items might be used repeatedly (Bankrupt and Deceased scrubs, skip tracing, etc.) across multiple clients to prevent building these over and over.

Step 3. Create a workflow chart so you can visualize the flow as well as ensure there is an end to each step so it does not continually loop.  Be as detailed as possible when creating this chart listing out not only the steps but also defining the elements within each step. Spending time up front on the documentation of this will assist later down the road when changes or updates need made.

Step 4. Start the configuration of the flow and identify any gaps within the system so you can work on a solution for these.

Step 5.  Once configuration is complete, conduct your own testing prior to submitting for User Acceptance Testing.

Step 6.  Update flow with any changes identified during testing.

Step 7. Once testing has been approved, push the new workflow live to production and enjoy!