Using Workflow Management to Fulfill Customer Requests from Pluralsight

This course covers the final three workflow management processes and will teach you how to manage work planning, effectively establish standardized work procedures, and implement an effective reporting capability.

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.

What's inside

Syllabus

Course Overview

Establishing a Work Planning Capability

Defining Standardized Work Procedures

Implementing a Reporting Capability

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops workflow management skills, which are core for optimizing work processes

Teaches standardized work procedures, which is standard in many industries

Taught by Paul Gadbois, who is recognized for their work in this topic

Provides a reporting capability, which is useful for tracking progress and performance

Examines advanced workflow management processes, which is highly relevant to many industries

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 Fulfill Customer Requests with these activities:

Review Workflow Management Techniques

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Refresh your general knowledge on the fundamental principles of workflow management to prepare for this course.

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Review articles and blog posts on workflow management.
Recall and discuss with classmates or colleagues the key concepts of workflow management.

Participate in Workflow Management Discussion Groups

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Engage in discussions with peers and industry professionals to share knowledge, experiences, and best practices related to workflow management.

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Identify online forums, communities, or groups focused on workflow management.
Join the groups and actively participate in discussions.
Share your insights, ask questions, and learn from the experiences of others.

Follow Tutorials on Workflow Tools

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Explore tutorials that provide step-by-step guidance on using workflow management tools to gain hands-on experience.

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Identify and select workflow management tools relevant to your organization.
Enroll in online tutorials or workshops on the selected tools.
Follow the instructions and practice using the tools in a simulated environment.

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Attend a Workflow Management Workshop

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Immerse yourself in a hands-on workshop environment to learn from experts, network with professionals, and gain practical experience in workflow management.

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Research and identify relevant workflow management workshops.
Register for the workshop and prepare for active participation.
Attend the workshop, taking notes and actively engaging in discussions.
Follow up after the workshop by applying what you learned in your own work.

Design and Document Workflow Procedures

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Create detailed documentation and procedures to guide users effectively through established workflow processes.

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Identify the workflow processes that require documentation.
Gather information from process owners and subject matter experts.
Draft clear and concise documentation outlining the steps, responsibilities, and tools involved.
Review and revise the documentation with stakeholders.

Analyze and Improve Workflow Processes

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Practice analyzing and identifying areas for improvement in workflow processes to enhance efficiency and effectiveness.

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Select a specific workflow process within your organization to focus on.
Conduct a thorough analysis of the process, identifying bottlenecks and inefficiencies.
Develop recommendations for improvements based on the analysis.
Present your findings and recommendations to stakeholders.

Implement Workflow Management Improvements in a Non-Profit Organization

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Apply your workflow management skills to make a positive impact by volunteering to improve processes within a non-profit organization.

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Identify a non-profit organization that could benefit from workflow improvements.
Contact the organization and offer your services.
Collaborate with the organization to assess their current workflow processes.
Develop and implement recommendations for improvement.
Monitor the results and make adjustments as needed.

Develop a Workflow Management Plan

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Create a comprehensive plan that outlines the strategies, processes, and technologies to optimize workflow management within your organization.

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Assess the current state of workflow management within the organization.
Identify areas for improvement and establish goals.
Develop specific strategies and initiatives to achieve the goals.
Create a detailed implementation plan and timeline.
Monitor and evaluate the progress and make adjustments as needed.

Career center

Learners who complete Using Workflow Management to Fulfill Customer Requests will develop knowledge and skills that may be useful to these careers:

Process Manager

The skills you learn in this course will provide you with a strong foundation for your work as a Process Manager. By managing work planning, establishing standardized work procedures, and implementing reporting capabilities, you will be able to optimize processes and improve efficiency within an organization. This course will equip you with the knowledge and abilities needed to excel in this role.

See salaries and explore the career path for Process Manager

Operations Manager

As an Operations Manager, the ability to effectively manage workflow is essential. This course will provide you with the tools to establish work plans, define standardized work procedures, and implement reporting capabilities, all of which are critical for streamlining operations and achieving organizational goals. Taking this course will give you a competitive edge in the field.

See salaries and explore the career path for Operations Manager

Project Manager

This course will be invaluable for your career as a Project Manager. You will learn how to effectively manage work planning, establish standardized work procedures, and implement reporting capabilities, which are all essential skills for the successful execution of projects. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Project Manager

Business Analyst

In the role of a Business Analyst, you will be responsible for analyzing and improving business processes. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for optimizing business operations. It will give you a strong foundation for success in this field.

See salaries and explore the career path for Business Analyst

Quality Assurance Analyst

This course may be useful for your career as a Quality Assurance Analyst. By learning how to effectively manage work planning, establish standardized work procedures, and implement reporting capabilities, you will be able to ensure the quality and consistency of products and services. Taking this course will enhance your skills and demonstrate your commitment to quality.

See salaries and explore the career path for Quality Assurance Analyst

Product Manager

In the role of a Product Manager, you will be responsible for overseeing the development and launch of new products. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, which are all essential for bringing products to market successfully. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Product Manager

Supply Chain Manager

As a Supply Chain Manager, you will be responsible for managing the flow of goods and services throughout an organization. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for optimizing the supply chain and achieving organizational goals. Completing this course will enhance your ability to succeed in this role.

See salaries and explore the career path for Supply Chain Manager

Inventory Manager

This course may be useful for your career as an Inventory Manager. By learning how to effectively manage work planning, establish standardized work procedures, and implement reporting capabilities, you will be able to optimize inventory levels and ensure the smooth flow of goods within an organization. Taking this course will enhance your skills and demonstrate your commitment to efficiency.

See salaries and explore the career path for Inventory Manager

Logistics Manager

In the role of a Logistics Manager, you will be responsible for managing the movement of goods and materials. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for optimizing logistics operations and achieving organizational goals. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Logistics Manager

Continuous Improvement Manager

As a Continuous Improvement Manager, you will be responsible for identifying and implementing ways to improve the efficiency and effectiveness of business processes. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for driving continuous improvement within an organization. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Continuous Improvement Manager

Systems Analyst

In the role of a Systems Analyst, you will be responsible for analyzing and designing business systems. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for developing and implementing effective business systems. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Systems Analyst

Data Analyst

This course may be useful for your career as a Data Analyst. By learning how to effectively manage work planning, establish standardized work procedures, and implement reporting capabilities, you will be able to optimize data collection and analysis processes. Taking this course will enhance your skills and demonstrate your commitment to data-driven decision-making.

See salaries and explore the career path for Data Analyst

Auditor

In the role of an Auditor, you will be responsible for examining and evaluating financial and operational records. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for conducting thorough and accurate audits. By completing this course, you will gain the knowledge and expertise needed to excel in this role.

See salaries and explore the career path for Auditor

Consultant

This course may be useful for your career as a Consultant. By learning how to effectively manage work planning, establish standardized work procedures, and implement reporting capabilities, you will be able to provide valuable advice and support to clients. Taking this course will enhance your skills and demonstrate your commitment to delivering high-quality consulting services.

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Manager

In any managerial role, you will be responsible for overseeing the work of others and achieving organizational goals. This course will provide you with the skills to effectively manage workflow, establish standardized work procedures, and implement reporting capabilities, all of which are essential for leading and motivating teams. By completing this course, you will gain the knowledge and expertise needed to excel in any managerial role.

See salaries and explore the career path for Manager

Using Workflow Management to Fulfill Customer Requests

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