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Workflow is the process of completing a project, product, or idea, and workflow documents describe the steps, resources, and costs involved. Managers use these documents to streamline operations, budget, and understand which stages are most costly. They are used in manufacturing, scientific communities, and insurance companies.
Workflow is a term used to describe the stages of a process. This term is used in any organization where a product, document or idea moves between locations or departments. In one sense, workflow can be understood as an overview of the actual work that is done to complete a process. A workflow document is any report or analysis that describes the steps in a process, as well as the finances, resources, and information included in that process. A document that is passed through the stages of a process, such as an invoice, insurance claim, or bill, can also be considered a workflow document.
Managers looking to streamline operations can generate workflow documents. These documents might list the departments and workers through which a project passes on its completion. Documents can also contain lists of resources, materials and equipment used in each of the stages of the workflow. A workflow document can also help a manager understand which stages in a process are most costly.
Documents that outline the components and stages of the workflow can be used for budgeting. Managers can determine how much a product can cost and also decide on departments or areas that can be downsized. Internal control processes may also include the use of workflow documents. Managerial accountants can present financial data obtained from a workflow document.
In manufacturing settings, workflow documents can be used to streamline manufacturing processes. For example, a workflow document can be composed using special workflow management software. When a designer creates a template and bill of materials, the document can automatically be forwarded to a professional responsible for the next step.
These documents are also used in scientific communities. Medical specialists, for example, could generate workflow documents that illustrate brain activity. A workflow document can also be generated to describe the relationship between a user and a machine.
When a workflow document describes an item moving through the stages of a process, it usually refers to a payment or service that needs to be approved by professionals in different departments. For example, if a department manager notices that they need new computers, that manager might prepare a document listing the costs. He or she could then pass that document up the chain of command to receive approval.
Insurance companies also use workflow documents. In these cases, complaints are made by customers. A complaint could be made to an underwriter. An underwriter can then pass it on to an executive or executive who uses the research and analysis generated by an underwriter to approve rates.
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