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    « Business Planning | Main | Digital Services are Just the Beginning »

    February 15, 2007

    Documenting Workflow

    Before you start to implement changes in your workflow it is important to understand what the current workflow is.  Your current process can be documented using flow charting tools such as Microsoft Visio or even a free web based tool called Gliffy.  You need make sure you document workflow as it is today, not as you would like it to be.  You can work towards an ideal workflow, but if you don't understand deeply all of the permutations and exceptions you have today it is very difficult to implement a new workflow.  I'd recommend involving several people who are involved in production and map out every step in the process.  It is important to identify and document every time you do something different.  For example with documents from contractors we do this and with documents from architects we do something else.

    There was some excellent insight into this process in the IRgA Webinar on February 7th.  A recording of the webinar is available to all IRgA members.

     

    In a recent seminar I promised to publish some templates for people to see. 

    Here is a Visio and pdf document to review.  If you choose to use it as a starting point let me make the disclosure that this document is far from complete.  Based on my experience with reprographers there are many more steps and exceptions that need to be documented.

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    Comments

    Debi K

    Thanks for the mention of Gliffy. We are very appreciative. If you have any suggestions and/or feedback please drop us a line at our newly revamped website! Thanks,
    debik at gliffy dot com

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