Using Workflow Management to Optimize Resource Allocation from Pluralsight

This course covers four intermediate workflow processes and will teach you how to manage capacity, effectively manage a dynamic work backlog, properly allocate resources to prioritized workloads, and establish effective time reporting capabilities.

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.

What's inside

Syllabus

Course Overview

Establishing a Capacity Planning Capability

Managing Workload Allocation

Defining a Backlog Management Capability

Leveraging Time Reporting to Improve Workflow

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Guides organizations in implementing critical processes for workflow management and improving resource allocation

Suitable for professionals seeking to optimize their workflow management practices

Designed for individuals looking to enhance their capacity planning and workload allocation capabilities

Instructor Paul Gadbois brings expertise and experience in workflow management

Course aligns with industry best practices in workflow management

May require additional resources or knowledge in specific workflow management tools or methodologies

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Using Workflow Management to Optimize Resource Allocation with these activities:

Review Capacity Planning and Management

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Review theories and frameworks concerning capacity planning and management to establish a capacity planning capability.

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Identify key concepts related to capacity planning
Summarize different methods and tools used for capacity planning
Explain how capacity management is integrated with strategic and operational planning

Review Backlog Management Techniques

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Review different approaches to backlog management to effectively prioritize and manage work items.

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Identify key components of a backlog
Discuss different backlog prioritization techniques
Explain the role of backlog management in agile methodologies

Discuss Best Practices for Resource Allocation

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Engage in discussions with peers to share ideas and experiences related to resource allocation.

Browse courses on Resource Allocation

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Prepare talking points on best practices for resource allocation
Attend peer session and actively participate in discussions
Summarize key takeaways and insights from the discussion

Three other activities

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Develop a Time Reporting System

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Design and implement a time reporting system to capture and analyze time spent on tasks.

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Identify key requirements for a time reporting system
Select appropriate tools and technologies
Develop a user-friendly interface for data entry
Implement reporting and analysis capabilities
Test and validate the time reporting system

Practice Workload Allocation Techniques

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Practice various techniques for allocating workloads to optimize resource utilization and minimize bottlenecks.

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Identify different workload allocation methods
Apply workload allocation techniques to real-world scenarios
Evaluate the effectiveness of different workload allocation approaches

Attend Industry Conferences on Workflow Management

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Attend industry conferences to learn about the latest trends and best practices in workflow management.

Browse courses on Workflow Management

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Identify relevant conferences on workflow management
Register and attend the conference
Attend workshops and presentations on workflow management
Network with professionals in the field of workflow management
Follow up with key contacts after the conference

Career center

Learners who complete Using Workflow Management to Optimize Resource Allocation will develop knowledge and skills that may be useful to these careers:

Project Manager

**Project Managers** are responsible for planning, executing, and closing projects. They ensure that projects are completed on time, within budget, and to the required quality standards. This course can help Project Managers develop the skills they need to effectively manage resources and optimize workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Project Managers who want to be successful in their roles.

See salaries and explore the career path for Project Manager

Product Manager

**Product Managers** are responsible for the development and launch of new products. They work with stakeholders to define the product requirements, and then manage the product development process. This course can help Product Managers develop the skills they need to effectively manage resources and optimize workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Product Managers who want to be successful in their roles.

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Operations Manager

**Operations Managers** are responsible for the day-to-day operations of an organization. They ensure that the organization's processes are efficient and effective, and that the organization is meeting its goals. This course can help Operations Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Operations Managers who want to be successful in their roles.

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Supply Chain Manager

**Supply Chain Managers** are responsible for the planning, execution, and control of the supply chain. They ensure that the organization has the right products, in the right quantities, at the right time. This course can help Supply Chain Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Supply Chain Managers who want to be successful in their roles.

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Process Manager

**Process Managers** are responsible for improving the efficiency and effectiveness of an organization's processes. They work with stakeholders to identify areas for improvement, and then develop and implement solutions. This course can help Process Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Process Managers who want to be successful in their roles.

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Data Analyst

**Data Analysts** collect, analyze, and interpret data to help organizations make better decisions. They work with stakeholders to identify the data that is needed, and then develop and implement data analysis solutions. This course can help Data Analysts develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Data Analysts who want to be successful in their roles.

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Human Resources Manager

**Human Resources Managers** are responsible for the planning, execution, and control of the human resources function. They work with stakeholders to identify the human resources needs of the organization, and then develop and implement human resources solutions. This course can help Human Resources Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Human Resources Managers who want to be successful in their roles.

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Consultant

**Consultants** provide advice and guidance to organizations on how to improve their performance. They work with clients to identify areas for improvement, and then develop and implement solutions. This course can help Consultants develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Consultants who want to be successful in their roles.

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Information Technology Manager

**Information Technology Managers** are responsible for the planning, execution, and control of the information technology function. They work with stakeholders to identify the information technology needs of the organization, and then develop and implement information technology solutions. This course can help Information Technology Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Information Technology Managers who want to be successful in their roles.

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Systems Analyst

**Systems Analysts** analyze and design business systems. They work with stakeholders to identify the business needs of the organization, and then develop and implement systems solutions. This course can help Systems Analysts develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Systems Analysts who want to be successful in their roles.

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Financial Analyst

**Financial Analysts** analyze financial data to help organizations make better decisions. They work with stakeholders to identify the financial data that is needed, and then develop and implement financial analysis solutions. This course can help Financial Analysts develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Financial Analysts who want to be successful in their roles.

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Marketing Manager

**Marketing Managers** are responsible for the planning, execution, and control of the marketing function. They work with stakeholders to identify the marketing needs of the organization, and then develop and implement marketing solutions. This course can help Marketing Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Marketing Managers who want to be successful in their roles.

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Sales Manager

**Sales Managers** are responsible for the planning, execution, and control of the sales function. They work with stakeholders to identify the sales needs of the organization, and then develop and implement sales solutions. This course can help Sales Managers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Sales Managers who want to be successful in their roles.

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Business Analyst

**Business Analysts** are responsible for analyzing the needs of an organization and developing solutions to improve its performance. They work with stakeholders to identify areas for improvement, and then develop and implement solutions. This course can help Business Analysts develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Business Analysts who want to be successful in their roles.

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Software Engineer

**Software Engineers** design, develop, and maintain software applications. They work with stakeholders to identify the software needs of the organization, and then develop and implement software solutions. This course can help Software Engineers develop the skills they need to optimize resource allocation and workflow. The course covers topics such as capacity planning, workload allocation, backlog management, and time reporting. These skills are essential for Software Engineers who want to be successful in their roles.

See salaries and explore the career path for Software Engineer