http://www.businessworkflow.net/2021/04/10/using-workflow-management-tools/
Processes for workflow can be developed to increase team efficiency and organize the tasks of your team. This includes identifying all steps in your process, even those that are interdependent, and documenting them using a flowchart. This is vital to avoiding common errors in workflow, including delays and bottlenecks.
Start with the Endpoint
Name the outcome you want to achieve with your workflow, for example the achievement of a milestone in your project or a new home page launch. This will help you determine the essential actions including information, personnel, and technology that need to be in place to accomplish your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a nonproduction setting before migrating them to your production environment. This ensures that you aren’t putting your company at risk with untested or incomplete processes.
Define conditions, wait nodes and actions on the canvas of a workflow. You can set triggers to trigger a process for instance when an item meets a specific criteria. You can also add an action node that waits until a certain condition occurs to stop the progress of the record. Condition nodes let you evaluate records based on their properties and manage the progress of the record based upon the evaluations.
Examine all steps of your workflow. Particularly, pay attention to those that require handoffs. Handoffs between individuals or systems can be vulnerable points that could lead to issues with communication or technical issues. These are usually the main causes of delays and bottlenecks in the process. A clear and concise record of your processes can help avoid these errors.