Workflow Sample: Information sharing

Showing posts with label Information sharing. Show all posts

Upload our previously-posted "Credit Check Workflow That Works for Sales" into Questetra BPM Suite, and in a mere 30 minutes you'll have a workflow system that allows legal staff to easily report credit check results.

The workflow can be used as is, but today let's add a way to share credit check results, for the education of sales staff. Specifically, information on companies that did NOT pass the credit check is automatically sent to the sales electronic mailing list.

The quality of presentations directly influences the number of orders, especially for businesses like custom software development and consulting services. We've been discussing how to handle proposal workflows in "A Workflow for Increasing the Strength of Your Proposals" and "A Workflow for Continuously Increasing the Strength of Your Proposals."

Today we're going to give you an essential hint into improving client proposals: the Voice of the Customer (VOC). A workflow for creating and reusing proposals should, ideally, include the clients' responses. Today's workflow adds a final task for this.

We always think our own presentations are top-notch, but our peers' work could benefit from a little constructive criticism.
Most of the time there is no time to have others look over our client proposals, but important ones should undergo an internal review at least once before they are disclosed to the client.

There are three crucial rules for efficient meetings: designating a chairperson, sending out the agenda in advance, and making sure everyone knows when the meeting starts. If you include the expected conclusion in the agenda, the meeting (and minutes) will surely go smoothly.

We already talked about "A Workflow for Checking Meeting Minutes" and "Thinking About Who Should Be in Charge of Proofreading Minutes and Finalizing Them." But refining the workflow for sending meeting agendas ahead of time may be a more essential innovation. Some meetings have participants from multiple companies, which is further cause for optimizing meetings.

Yesterday we introduced "A Workflow for Checking Meeting Minutes." You may want to give the meeting's chairperson final responsibility over the minutes. In this case it may be good to give the chairperson the task of proofreading the first draft (2. Chairperson Check) as well as making final corrections (4. Revise Minutes). If the minutes need to be made in a hurry the chairperson herself can go ahead and do that, too (1. Create Minutes).