I think some people have a natural eye for seeing the bigger picture.
For others, they make a decision without considering how that decision could have an effect on a future situation. I see this happen all the time.
When I am teaching litigation support to a newbie, I frequently mention “the workflow”. I was recently asked what I mean by workflow.
In litigation support, we need to work efficiently. The way my brain works, I am always thinking bigger picture.
When making a decision,
I consider the number of steps a process will take and I try to eliminate extra steps if possible.
I consider how many people need to be involved.
I consider how much time a process will take.
I often work backwards from both the deadline and the ultimate goal.
I consider if we will need to repeat the steps at a future date. I am a fan of automation.
I consider the level of probability of human error and where to minimize it.
I try to avoid accessing the same object more than once during the process. An object could be a folder, a file, a software button, or a physical item, etc.
I consider whether the end result could be repurposed in the future.
To me, a workflow is a sequence of execution events designed with the goal to be efficient, free from human error, at least partially automated, with a high quality end result that meets the deadline.
A workflow requires ongoing monitoring throughout and quality checking at the end.
A workflow may require a quick pivot if a requirement changes or a process doesn't go as expected.
A workflow requires excellent communication at the beginning, during the process and then again at the end.
A workflow that goes smoothly and that may be repeated should be documented.
Don't rush. Take the time to think about the workflow thoroughly before making a decision.
3 Comments
Thanks for sharing your thought process Guru.
Two key takeaways for me :-
1. Leveraging a workflow for automation that goes smoothly especially if it may be repeated , by documenting it.
2. Being cognizant of the level of probability of human error and where to minimize it.Pivoting to refine
Love it
I’m glad to hear you found it useful, Tony. Good to hear from you.