Workflow activities are organized by project stage, including design, data confirmation, implementation, quality checks, testing, and completion. Project management software helps identify tasks, responsible parties, and handover process. Example of workflow activities for a phone line sale include design, data confirmation, implementation, testing, and completion.
The different types of workflow activities are organized according to the stage in which a project is. Workflow activities are typically organized by what needs to be done to the project, including design, data confirmation, implementation, quality checks, testing, and completion. Project management software helps you identify what stage a project is in, what tasks need to be completed, who is responsible for which workflow tasks, and how the handover process will take place.
Design and presentation are typically the first set of workflow tasks. When a project is in its early stages, information is gathered to determine its parameters and what the desired outcome is. Specifications and options are explored at this point. An example would be the sale of voice and data phone lines.
In this scenario, an executive or sales representative would work with the customer to determine what type of service they might be looking for. The sales rep would then have to negotiate certain types of products that meet the customer’s needs and put together a data sheet with these specifications. An order becomes a project which is handed over to a service and management team who verify the information and handle the technical aspects of the request.
The second stage of workflow activities is sometimes referred to as confirming or specifying the data. Project requests are reviewed to ensure they comply with company guidelines and meet the requirements for implementation. For example, if a customer requests a service that is not available in her area, the project cannot be executed. With some projects, it is possible to verify customers’ contact and billing information in order to facilitate the implementation process, which may involve the cooperation of third-party vendors.
Implementation involves working with a variety of departments and individual contacts responsible for different project details. During this phase, monitoring is typically conducted to ensure milestone dates are met. Problem escalation and resolution between the various people involved may be necessary in order to resolve issues that may be holding the project back.
Another type of workflow activity is testing and quality control. Once the details of a project are completed, tests are often conducted to ensure that everything is in order. In the example of a voice phone line, once the service is installed, the customer and suppliers test the line to make sure it is working as specified.
The project completion stage is also considered a workflow activity. Reports can be written during this time, as well as an analysis of what went well. Suggestions for improvement could also be made during completion. The project is usually marked as complete after passing successful tests.
Protect your devices with Threat Protection by NordVPN
