A programmer's skill depends greatly on the level of the organization. The existence of a "charismatic" programmer at study sessions can have a great impact on the effect of internal training.

Today's workflow sample allows this "charismatic" programmer review the final codes and add comments. For the organization, materials of past meetings are valuable resources. (Spin-off of "Recording "Code Reviews" on Workflows")



Reviews are essential. Companies review their proposals, their program codes, and their process models!

Opinions by someone who sees something for the first time are extremely helpful in creating "deliverables that are understood by anyone." If the review meetings are efficiently facilitated, this can bring the team's level up.



One of the most frequent discussions when defining process models (workflows) is the problem of who should start the workflow. In the sample workflow of "A Workflow for Keeping Master Files Updated", anyone in the accounting team could start the process, but for organizations that don't have frequent updates (say, up to ten updates a month) it may be good to implement a rule saying only the accounting leader can start the process. (The process has the same purpose, but a completely different flow.)



Companies want to be extremely careful in maintaining important master files, which include lists of client accounts, lists of affiliates and agencies, lists of IP addresses for monitor servers, etc.

You want to not only record the history of data changes, but also the procedures that lead to changes (who confirmed/decided what when). Recording daily work is good for preparing basic information for improvements. And it will allow managers to inspect past data when an accident happens.


[Update Master <Double Check>: "2. Input Changes" screen]

Process owners of expense report workflows might have to assume that expense reports sometimes must be submitted by proxy (Task 1. Report Expense). Although they may understand how busy sales staff and managers are, they will still want them to at least try to submit the reports themselves.

When this sort of complicated feeling exists, we suggest adding a cautionary note.(Spin-off of "How an Application Form Should Look (Expense Report Sample)")


[Expense Report <Notes - HTML Form>: "1b. Confirm" screen]

You probably don't have to frequently change the flow of your expense report workflow, but it's probably beneficial to think about making the interface more user-friendly with explanations and layout adjustments.

Today let's look at a way to improve the interface of an expense report workflow that allows application by proxy.



Inquiry Management is, actually, a business flow that requires collaboration between departments.

Specific needs differ depending on the business, but a frequent one is the hand-over to sales. Today's sample workflow adds a task for the sales department's action towards prospective clients (6. Sales Action).