workflow analytics Archives | Comidor Platform All-in-one Digital Modernization Wed, 02 Nov 2022 15:17:57 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png workflow analytics Archives | Comidor Platform 32 32 Workflow Analysis | What Is It and Why Is It Beneficial for Your Company? https://www.comidor.com/knowledge-base/business-process-management-kb/workflow-analysis/ Wed, 02 Nov 2022 15:17:57 +0000 https://www.comidor.com/?p=35834 The post Workflow Analysis | What Is It and Why Is It Beneficial for Your Company? appeared first on Comidor Low-code Automation Platform.

]]>

Numerous processes are carried out daily in every organization, some of which haven’t been revised in many years. If there is a series of sequential steps to carry out in order to execute a business process, then this process constitutes a process workflow of any given business. Workflows can be used to automate and streamline recurring business processes, lowering the risk of error and boosting productivity. Your business is considerably improved as a result. Employees are given the freedom to work together more productively and quickly, and managers may make decisions fast and intelligently. 

However, inefficient workflows could harm the productivity of your team and end up being quite expensive for your business. You can analyze and improve your business’s workflows using workflow analysis methodologies.  

Do you want to learn more about workflows and workflow analysis? Keep on reading! In this article, we will learn what workflows are and the meaning of workflow analysis. Further, we will see how workflow analysis is beneficial for your business. So, let’s dive right into it. 

What is a Workflow?

A workflow is a recurring process made up of several tasks that often have to be finished in a particular order. Consider the process as a work that progresses through stages until it is completed. Workflows help ensure that crucial procedures are completed accurately and consistently. For example, to make sure that all new hires receive the information, guidelines, and resources they require to perform their roles, you may establish a process workflow for onboarding new hires. 

Or, if your business relies heavily on its website, and you regularly require website maintenance, you should establish a workflow with all the maintenance steps required to audit and update your site to achieve high site health. This way you can ensure smooth navigation and retain the prospects on your website for longer.  

What is Workflow Analysis? 

The process of reviewing a company’s workflow(s) is called a “workflow analysis,” which is typically done to improve workflow efficiency and increase operational effectiveness. It involves looking over and evaluating a business workflow map. 

Users can identify the following through workflow analysis: 

  • Useless and ineffective tasks. 
  • Processes that should be automated for improved outcomes. 
  • Unreliable workflow(s). 

Business users can adjust workflows for optimum effectiveness and workplace productivity by examining workflows at the task level. Process bottlenecks, superfluous processes, and areas for increased automation are frequently found through workflow analysis. Improved customer service and satisfaction, workforce collaboration, and increased revenue are all facilitated by effective workflow analysis.

What are the Workflow Analysis Steps?

Workflow analysis consists of the following steps:  

Step 1: Evaluation of the Workflow 

Organizations must use a qualitative evaluation strategy while analyzing workflows. During the evaluation phase, the user should pose several queries, including: 

  • What is the purpose of the workflow in the first place?

By doing so, it will be possible to decide whether the process is essential for the company’s operations or not. 

  • When should the workflow be used? 

What if the workflow is only carried out three to four times a year by the company? In such a case, it might not be worthwhile to optimize the workflow.  

  • Who is a part of the business and who is involved in the workflow? 

Organizations ought to examine their internal stakeholders. Here, the business regularly engages with both clients and suppliers. Businesses should invest in digital process automation platforms that make it easier for customers and suppliers to communicate, as well as for teams to have an instant overview of the users involved in processes. 

Step 2: Collection of Data

After comprehending the business workflow, businesses should learn more about the reasons why specific problems are occurring. Users may gather information by 

  • Quantitative data, such as data outlining the drawbacks of the workflow and suggestions for improvement, and  
  • Qualitative data that may refer to information collected to enhance processes. Users can produce additional information as a result of this.  

 Then consider: 

  • The volume of workflow instances that were started over time. 
  • The minimum and maximum time limits, as well as the typical amount of time needed to complete each task. 
  • How many instances have been completed? 
  • How many products were rejected, declined, or refused? 
  • How frequently a situation calls for clarification or further details? 
  • How many times has an assignment been postponed or denied? 

Step 3: Data Analysis

After you’ve collected all of the information, you should then merge all of it together and analyze it. Data analysis is done in this step to ensure that the data is accurate, complete, and relevant and it is possible to extract meaningful information and insights into what worked and what didn’t.

It may be helpful to identify and section off data that required time and labor-intensive work for the process. You might be able to find inefficiencies or bottlenecks by grouping these tasks together, looking for correlations between them and the time they take, in order to find areas where improvements can be made.

Step 4: Obtaining User Feedback 

Feedback is the most important part of the workflow analysis process. It helps in understanding the needs and expectations of employees and end users. Feedback from users can be obtained in person or online. Together with your team, brainstorm the workflow analysis result and any ideas for modification and improvement. Once feedback is obtained, the next step is to analyze the feedback and identify patterns. This helps in understanding what kind of changes will be more appreciated by users. The final step is to decide what to do with the feedback and make changes accordingly.

Step 5: Put the Changes into Practice and Follow Up

It’s time to take action and put into practice any available process improvement methodologiesImplement each modification that emerged from your workflow analysis once you have listed them all. Any changes should be communicated to all stakeholders, who should be informed whether there will be any downtime and how to manage items that are already in a modified workflow. Workflow analysis is useful for more than just determining whether a workflow needs to be changed. Additionally, you may create valuable reports and determine which processes and certain components of processes are assisting your firm in developing. It’s crucial to regularly review and enhance your workflows. 

Workflow Analysis Infographic | Comidor

The Benefits of Workflow Analysis for Your Company

1. Greater Understanding of Business Processes 

You can acquire a more precise, top-down perspective of your business by outlining your approaches in a workflow. Even if your company processes are well-established, do you know if they are helping you achieve your goals? Are the processes as effective as possible?

Workflow analysis is significant since it gives you more knowledge about your processes, which is one of its main benefits. You may then use the insights to enhance your workflows and boost your company’s bottom line, resulting in greater earnings. 

2. Boost Accountability While Scaling Back on Micromanagement

Micromanagement in the workplace can lead to a number of issues. Micromanagement, according to studies, is frequently listed as one of the main causes of job resignation. But occasionally, micromanagement may be the only viable option. Many people lack the motivation to complete the critical task that needs to be done. 

Everyone will be aware of the tasks that need to be accomplished, the individuals who will be handling them, and the deadlines by which they must be completed if your workflow process is clearly mapped out. 

This method of precisely outlining the workflow process allows managers to spend less time micromanaging their staff. The team as a whole is in complete agreement about what is happening and what has to be done. 

3. Redundancy Assessment 

Numerous companies perform a ton of everyday actions that are redundant and unneeded. You can decide which actions are actually necessary once you have a better understanding of your operations. 

There are many advantages to finding and removing unnecessary work:   

  • It adds value to your company.  
  • Your employees will be able to concentrate on what’s important and what actually benefits the company rather than wasting time on a pointless task. 

Therefore, the more pointless operations that are eliminated, the better off your organization will be. 

4. Achieving and Maintaining Regulatory Compliance Becomes Simpler 

To make sure that all the procedures required for regulatory compliance are recorded and reported as appropriate, you can employ workflow analysis tools. Numerous rules and reporting requirements apply to all industries, especially the healthcare and financial sectors. 

You may instantly generate audit trails by including accountability and step reporting in the workflows. This makes it simple to always have compliance-related information on hand when it’s required. Additionally, it makes annual report creation much simpler. 

5. Better Communication 

A typical digital workplace issue that frequently goes unaddressed is poor communication. 

Workplace communication is essential since it has an impact on every other part of the business. There are situations where miscommunication between management and staff results in the primary dispute inside the organization, despite the fact that both parties are working toward the same objectives.  

This brings us to another key reason for the need for workflow analysis: accountability and transparency of processes can significantly improve workplace communication. Employee turnover will be decreased as a result of better communication, which will also improve overall daily operations. 

6. Improvement of a Company’s Quality Assurance Standards 

Many times, rather than choosing the person with the best skill set for the task, employers choose staff for projects based on availability. Workflow analysis is crucial since it enables you to consider and select the people who are most qualified to carry out the available duties. 

Additionally, you can lower the probability of human error by automating manual processes. As a result, your goods and services will eventually be of higher quality. 

7. A Happier Workforce 

None wants to believe that they are constrained by antiquated procedures and equipment. When employees take an effort to offer prospective areas for improvement but nothing is done, they may start to believe that no one is paying attention or showing any interest.  

They will then become disengaged from their work and may even consider quitting because they no longer care about it. When things like that go undetected, they might end up costing a business a lot of money. 

You can reassure your staff that you value them and are doing your best to make their lives simpler and better by devoting time and resources to workflow analysis. Employees feel valued when they understand that the business cares enough about their area of expertise to spend money on new technology and tools and make it simpler for their team. 

In the long run, this improves employee morale and results in greater employee productivity, greater engagement, and lower attrition. 

8. Makes it Possible to Deliver Superior Customer Service and Satisfy Customers 

Your company cannot function without its clients, and therefore, it’s crucial to continually look for ways to enhance the consumer experience. Sadly, if you still use antiquated manual processes, it’s easy to miss client requests or complaints.  

Customers that are unhappy as a result will eventually take their business elsewhere. However, workflow analysis can aid in improving customer service and accelerating the resolution of consumer concerns.  

Workflow analysis can result in happier consumers when used properly. For instance, workflow analysis can help you comprehend how your contact center functions. Then, when it comes time to make decisions regarding employment or technology, you do so based on effective workflows. 

Additionally, you have the option to make choices that will enhance those workflows even further. In the end, clients are far more likely to stay loyal to your business when they feel heard and know that help is readily available through live chat, voice call, or email. 

Conclusion 

​​The success and growth of a business are significantly impacted by workflow analysis. It does more than merely identify and help the rivals. The ability to track the fresh outcomes of the adjustments made, however, is helpful to users. Most processes are aided by workflow automation, which helps companies save time and money. 

Author bio
Vaibhav Kakkar is the Founder and CEO of Digital Web Solutions, a globally trusted agency with a full suite of digital marketing services and development solutions. Vaibhav believes in building systems over services and has helped scale up agencies from scratch to niche-leaders with million-dollar turnovers.

The post Workflow Analysis | What Is It and Why Is It Beneficial for Your Company? appeared first on Comidor Low-code Automation Platform.

]]>
Comidor Workflow Documentation https://www.comidor.com/help-center/business-automation/workflow-automation/ Mon, 05 Apr 2021 08:00:24 +0000 http://192.168.1.9:8888/?p=538 The post Comidor Workflow Documentation appeared first on Comidor Low-code Automation Platform.

]]>

Comidor can virtually map and track any organizational process through its Workflow unit. Through this business process workflow documentation we will provide you with important information for Comidor Workflows and Workflow Automation.

Workflows fully exploit the organizational structure to provide unprecedented process design and action monitoring. Through Workflows Designer, the user can navigate and modify existing processes or create a new one using BPMN 2.0 with drag-and-drop functionality.

By attaching Workflows in a Process users are able to see in real-time the Workflow stages (Processes or Tasks). When changing the state of a workflow step (e.g. once a certain task is completed), the process goes to the steps that follow and the workflow stage is automatically updated.

 


Workflow connection with Process

From the Modules Menu Button, navigate to a “Process” type Unit e.g. Generic Process. Click on the “+” button to create a new entry and in the “Workflow” field, search for the workflow name. The following cases refer to workflow connection with a Process:

Workflow in a process | Comidor Platform

  • A Process Template connected with a Workflow. If Process Template’s initial state is “Running”, the workflow will start automatically, as per Process creation. Alternatively, it will start by manually changing the Process state to “Running”. Workflow in a process template | Comidor Platform
  • Scheduling is connected with a Workflow. The workflow will start automatically, as per Process/App creation based on the defined repetition plan. Workflow in a scheduling | Comidor Platform
  • Alternatively, link a workflow with a process-enabled application in App Builder. Note that if you link a workflow with an application, you cannot use the aforementioned options.

When a new Process with a linked workflow is set as “Running”, the first workflow step is triggered. Then, while the states of Workflow steps range between completed/failed/canceled, the workflow moves on to the following steps, and so on.

In each process record, the end-users can check all workflow tasks that have been triggered automatically based on the workflow design, their state, assignees, dates started & ended and duration, in the respective button.

Workflow tasks | Comidor Platform

Users can also check the run diagram, which will highlight the path that was followed; in green are displayed the completed steps and in blue the pending ones. In case of a workflow design error, the step with the error will be highlighted in purple colour.

Workflow run diagram | Comidor Platform


Workflow creation

To access Workflows:

  1. Click on App Factory icon > Process Automation > Workflows.
  2. To create a New Visual Workflow, simply click on the “+” icon.
  3. Now, add the details of the Workflow.

Workflow creation | Comidor Platform

 

    • Give the Visual Workflow name as Title, select User group which has the accountability of the process.
    • Click on the 3 dots to add more info.
      • Choose the maximum duration of workflow in days, set the pre-defined minimum priority status.  You can also set a prefix that accompanies all process instances, e.g. if you create a new process with a workflow whose prefix is DOC, then the code of the first process that will contain the respective workflow will be DOC1, the code of the second one will be DOC2, the code of the third one will be DOC3 and so on.
      • Do not forget to give access and change rights to specific users and/or groups and add a short description.
      • Define the Business Owner of the process/workflow by choosing a user from the list.
      • In the Link with UserApp field, you can see if this workflow is being used in an application.
      • If you wish the workflow to be only completed automatically (when the active path reaches the end) leave the option “Allow Manual Completion” unchecked. Check it only, if you want the users to make a manual change to the state of the process(e.g. cancel, fail, pause, etc). Keep in mind that if a workflow is completed/failed/canceled manually, the paths cannot be re-activated.
      • Add a Category to your workflow design, to group all similar workflow designs. With this filter, you can display this workflow design in Enterprise Canvas.
      • Define if this design’s Status is Prepared or Not Prepared. This field is used as a filter in Workflow reports.
      • Describe the Controls,  Policies, and SPP information of this process/workflow.
    • Give the Description, Scope, and Purpose of this process/workflow.
    • Then, click on the “Save” button. Workflow creation | Comidor Platform
  1. Alternatively, you may import a BPMN 2.0 Workflow by pressing the “Actions” button and selecting the related option.Workflow import | Comidor PlatformBPMN 2.0 files that you exported from Comidor or another product can now be imported into Comidor. Each BPMN2.0 file import is unique and does not overwrite other BPMN2.0 files from prior imports. Specific functionality includes:
    • Ability to import a BPMN2.0 file into Comidor.

Workflow import | Comidor Platform

    • Group mapping is available in order to correlate the parties involved in the imported workflow. If there are already assigned parties in Comidor, they will be identified by the platform.
    • You can correlate the involved parties, by typing their name or choose from the pre-defined options in the drop-down list. The group mapping is available for:
      • Groups
      • Users
      • Roles
    • Hover your mouse above the info icon to see in which task each role, user or group is used.

 


Manage a Visual Workflow Design

After the Workflow creation, the system directs you to the Workflow Summary interface, in order for the user to either edit details or start designing! Click on:

1. Summary “Pencil” button to edit initial details.

2. “Actions” button options:

  • Delete the Workflow.Workflow versions | Comidor Platform
  • Copy / Version the current workflow design.
    • Give a Title to the copied Workflow design
    • Or click check on the Version optionWorkflow versions | Comidor Platform
    • Keep in mind that the DB must be reloaded.
    • Click on the Versions tab to see all versions that you have created.
    • Schedule the date range of the version you want to be active.

Workflow versions | Comidor Platform

  • Option Export BPMN 2.0 document, saves the Workflow as a BPMN2.0 file to your computer for future import activities.Workflow export | Comidor Platform

 

3.  Process Mapping: Comidor allows users to add process mapping in HTML, including enriched text and pictures. You are able to apply styles, fonts, and other format options. Just click on the respective tab and then on the “Pencil” button.

Workflow process mapping | Comidor Platform4. Business Process document allows users to export the full workflow design and architecture including all components, resources, and stakeholders involved. The export is in PDF format and the document includes Business process diagram, Process elements in detail, Personnel allocation, Workflow Controls Contents, Workflow Policies Contents, and SPP Contents.

Workflows | Comidor Low-Code BPM Platform

5. Business Process Guidelines: Comidor platform gives you the ability to view the end-users’ simple interface and get informed about the actions needed to be taken.

Click on Business Process Guidelines tab and you will see the following:Workflow Business process guidelines| Comidor Platform

  • a flowchart with the start and end points, stage and description (work practices) of every work practice of the workflowWorkflow Business process guidelines| Comidor Platform
  • linked process policies to the workflow
  • linked process controls to the workflow
  • linked process SPP to the workflow

To display the start and end points, stage, and description per workflow stage, go to the design, click edit on the respective element (e.g. task), and add the respective information. (those three fields are by default hidden, choose “Show more options”: Yes to view them)

Workflow Business process guidelines| Comidor Platform6. Link your workflow design with:

  • Controls
  • Policies
  • SSP

Click on the respective tab, then on the “+” icon, and select from the existing list of Controls, Policies, and SPP records.

See how to create new Controls, Policies, and SPP.

7. Click on the Design tab or Design preview “edit” button to start creating the workflow.

With Comidor BPMN 2.0 designer, you can map and optimize any process that takes place in your company. See step-by-step all elements in the Workflow Designer.

8. User fields can be used to add custom fields, which can then be included in a user form that will be attached later in the workflow stage.  User forms can be used to add a custom form,  where you can drag-and-drop system or custom fields and then attach it in a workflow stage (activities: tasks or subprocesses). Also, you can apply Field Rules to show or hide certain fields in forms, based on rules you set.
Learn more at User Fields and User Forms.

 


Workflow Analytics

Navigate to each Workflow in the Analytics tab, to get insights on each Workflow usage.

  • Set Analytics Filters to get the results you wish.
    • Choose between Total or Delayed Tasks to be displayed.
    • Monitor the Duration and Cost of each step.
    • Narrow your results to tasks that were assigned to a specific user or group.
    • Select the period of time you are interested in.
    • Click on Refresh.
  • Pinpoint the total and delayed instances and tasks that were created within one workflow. Cost is calculated based on the duration of each task multiplied by the cost rate of the user that completes each task. See more in the Services unit.

workflow analytics | Comidor Platform

  • See your results in a table view, graph, or pie chart. All types of graphs are printable and downloadable.

workflow analytics | Comidor Platform

  • View workflow analytics with the “Delayed Task” Filter to measure the scheduled time and the actual time it took for a task to be completed. This feature enables users to identify bottlenecks.

workflow analytics | Comidor Platform

  • View workflow analytics with the “Total Task” Filter to measure how many times every task is executed in total. This will identify your “critical path”, your process “optimal path” and ultimately help identify where the focus should be for better resource management.

 


Workflow Change Tracking

Comidor platform gives you the ability to track and monitor the changes that are incorporated into any workflow.

You can track changes applied in specific tasks of the workflow as well as compare different versions of the same workflow.

Audit Trail Log

  1. Access a workflow you would like to modify from unit Workflow Designs.
  2. The necessary changes can be applied in Design. For example, change the name of a task’s title.
  3. Once you have saved all changes, select Update Log so as to see who applied the change, when as well as the old and new values of the updated field.

Workflow update log | Comidor Platform

Workflow version comparison

Comidor users are able to compare the different versions of a workflow.

Workflow compare versions | Comidor Platform

    • From the “Actions” button, select Compare Versions so as to choose the versions you would like to compare.

Workflow compare versions | Comidor Platform

    • Insert the numbers of the versions you would like to compare and then click Ok.
    • A new tab with the workflow information appears. This includes the two workflow designs as well as a description of all applied changes. New elements are given in green, deleted elements in red, and changes in existing elements in orange.Workflow compare versions | Comidor Platform

Click here to view some Workflow Examples.

The post Comidor Workflow Documentation appeared first on Comidor Low-code Automation Platform.

]]>