Workflows of some kind are present in all business and industry types. They could be wholly based on people, primarily based on systems, or a combination of both. Any time data is transferred between two entities, a workflow is probably taking place.

A workflow is an organized and repetitive pattern of activity, which is made possible by the methodical division of resources into operations that perform material transformation, service provision, or information processing. Workflows, on the other hand, concentrate solely on data and are frequently fueled by documents and reports. Additionally, workflows could not be repeatable, in contrast to processes.

Types Of Workflow

Project workflow

A project process is the best tool for managing complicated projects. As a result, a manager may include a list of all project deliverables in the project workflow. The steps required to complete each project deliverable might then be diagrammed, showing which tasks must be completed and in what order.

A project process can be quite helpful for projects with lots of moving pieces. One benefit of having a visual representation of a project workflow is that it makes it very simple for project stakeholders to see everything that needs to be done for the project to proceed successfully and to spot any limiting factors.

However, one drawback of project workflows is that they cannot be repeated from one project to another, as you might think. You might occasionally find it possible to replicate some project workflow information even though your projects might not be precisely the same.

Case workflow

A case process doesn’t take place in a linear, ordered manner like other workflows do. Depending on the nature of the initial issue, two help desk tickets may instead follow entirely separate workflows.

Consequently, a case workflow is distinct because the precise order of stages isn’t known when the issue first arises. It’s possible for those stages to vary as you go along, or you can even get to a certain step before recognizing you need to go back to an earlier one.

Examining the hypothetical situation of two workers who are unable to access the Internet can help to better understand this. A worker’s laptop settings might need to be adjusted. The other employee, meanwhile, might already have his laptop set up properly but yet be unable to access the Internet. The issue now looks to be unrelated to the laptop’s settings, so possibly the data security division will need to become involved.

In every instance, case workflows are used for tasks where the best course of action isn’t immediately clear and must be decided in the course of action.

Process workflow

Process workflows are the most widely known of the three types of workflows discussed in this article. Workflows for processes are used to represent routine, predictable tasks. Therefore, a process flowchart could demonstrate, for example, how invoices from vendors are paid, website content is developed, or vacation time is granted. 

A process workflow also outlines what should happen if a problem arises during the procedure. If you have a process sequence that shows how vendors are paid. The workflow diagram needs to show any process exceptions, including what happens if a vendor’s invoice isn’t accepted.