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How to Use a Workflow Mapping Tool

  • Writer: Sabrina Anderson
    Sabrina Anderson
  • Jan 19, 2023
  • 1 min read

Workflow mapping is a type of analysis that helps you understand and analyze processes. It may help you avoid bottlenecks and improve efficiency. You can use a pen and paper, or a purpose-built software tool.


Workflow mapping is a useful process for businesses of all sizes. It can improve communication and standardize workflows. Creating a map also can identify redundancies, inconsistencies, and waste.



For example, in a bank, you might want to consider a workflow map to track how customer credentials are processed. This includes the collection of financial information, as well as logging the customer's visit.


Another common use of a process map is to define responsibilities. When a person begins working for a company, it is important to determine their job responsibilities. These responsibilities should be clearly defined on a map.


In addition to defining tasks, you might also want to create a map of the different people and resources that are involved. Using contrasting colors to denote events, transactions, and other activities can make the map more meaningful.


A process map is great for brainstorming and documenting. It can also be used for decision making. There are several free and paid tools available. Some have a premium plan that includes unlimited real-time interactions.


While a process map may not solve all your problems, it can be very helpful. If you are not happy with your current workflow, it is a good idea to gather as much information as possible.


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