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Work Management Is Not Task Management

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You often hear of people complaining they need a better task management system. That’s why there are so many different apps for task management. But who needs an app for something that is relatively easy to manage with a good, old fashioned pen and paper?

Work management, however, is where people generally need help, but most don’t know the difference between managing tasks and managing work. There are so many differences that we’re going to cover the similarities first, of which there are two.

With both work management and task management, you have something to do and after you take care of it, you check it off the list.

Those two instances are the only similarities between work management and task management. Since work management tends to be a bit more involved, we will delve into its key features.

Steps

Work is always part of a multi-step process. In order to begin managing your work, you need to determine the steps and where they fall in the workflow. You also need to define who is responsible for each step.

Fields

Pertinent and ancillary information associated with your work will fall into fields. The information in these fields can range from contact information to the date a contract was signed. You define what type of data will be stored in the fields, including: text, numbers, web addresses, geo-coordinates, pick lists, or anything else you can think of.  We have found that many times, particular fields are filled in by the people responsible of certain steps.

Work Queues

Work queues foster the accountability we talk so much about.  They allow people to see what they need to work on and in what order. How does work end up in a particular queue? It can either be directly assigned to a person or can appear based on which team they are assigned to. For example, all of the work in step 1 is directly added to each team member’s queue. Pretty nifty, huh?

History

Having a history of work completed is essential to good work management. It brings the transparency necessary to know where the bottlenecks are in your process or to answer your clients when they ask, “what’s taking so long?”  It would be short-sighted to not keep a running history of who worked on what and when.

Reporting

The purpose of capturing fields, tracking steps and recording all other detailed information is to be able to produce reports. Reports are essential for both a high-level and micro-level view of the work. At a high-level, it is important to ensure nothing is falling through the cracks. On a micro-level, you need to be able to answer the questions of who, why and when for each aspect of the work.

Over the past 9 years, we have focused on architecting and implementing custom software that helps businesses manage their work, allowing it to flow through their unique processes.

What Has Workflow Automation Done for Me Lately?…A Lot.

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It’s no secret, we are big fans of automation. We love finding processes of all kinds that can be automated with thoughtfully developed software. It’s very satisfying to work with a client and find those processes that be redesigned to save time and valuable resources. The ROI of this type of software development makes workflow automation a no-brainer. In case you’re still on the fence about your organization’s need for workflow automation, we thought we should share some of the more impactful benefits of workflow automation.

Reduce Errors

It’s the simplest way to reduce errors -reduce the number of decisions a person has to make in a given process. At its core, workflow automation is an interactive checklist wherein the completion of one action, triggers the start of the next action. Everything happens in a predetermined order, making errors a thing of the past. The right software will notify relevant members of the team of late work, missing approvals and overlooked tasks.

Improve Communication

Manual notification of completed tasks is no longer needed. The moving of responsibility to push an action forward is no longer up to teammates. Instead, automated notifications keep every project moving forward. Communication isn’t eliminated, it is fostered. With automated workflow software, notifications and project status updates are designed to keep all members of the team communicating about and working toward the same goals in a central hub.

Foster Employee Success

Workflow automation drastically reduces human error and lag times inherent in unguided processes. Employees are given the tools, information and accountability they need to be successful in their given role.

Reduce Costs and Save Resources

The element of human error in manual processes can have a domino effect and become quite costly. Additionally, the lag time in manual processes can be crippling. When a process is automated, it is optimized and streamlined, saving time and resources.

Provide Scalability

When the day-to-day tasks that burden your workforce can be automated, organizational resources are opened up for other, more dynamic work to be done. These vital resources are now available to drive the success of the organization, rather than continue to slow employees down with mundane, mindless tasks.

Improve Organization

Chats, email and the human memory will only get your organization so far. Organization is essential to growth and success, no matter what data or information we’re talking about. Information needs to be searchable and accessible and automatically presented to employees to move progress forward as quickly as possible.

Real-Time Reports

Paper-based processes can be painfully slow and inaccurate. With automated processes, information is documented and shared in real time. This makes reports immediately actionable, rather than suffering intrinsic lag times that often make information irrelevant by the time it is acted upon.

What fell through the cracks?

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Sometimes when things fall through the cracks, it’s a huge problem. This article does an excellent job of illustrating what a classic bad system is. It was published a year ago and I’m betting it is still a problem today.

It could be better!
Volano could have built an amazing database system for the problem described above. We’ve built 100+ applications that track everything from lawn mowers (manufacturing) to medical records (government sub-contracting.) We align best with those that can use software as their competitive advantage…and where losing assets is not an option. Both web applications and mobile apps with a heavy database component.

Custom software development as a competitive advantage
If your work is falling through the cracks, we can help. Perhaps it is growing pains or maybe it is 13 year old systemic problem. Either way it very likely means you need workflow software. A software program that keeps track of your work and brings clarity and accountability to your business processes. At Volano Solutions we build ‘Software to Make Work Flow.’