10 Workflow Optimization Best Practices | Comidor

10 Workflow Optimization Best Practices for 2024

10 Workflow Optimization Best Practices for 2024 789 526 Comidor Low-code Automation Platform

You’re scrolling through your feed, sipping on that freshly brewed cup of coffee, when suddenly it hits you: “Is my business running as efficiently as it could be?” 

Now, before you spill your coffee in shock, let me tell you, you’re not alone in this mid-sip revelation. 

Everyone needs a little nudge (or a big push) towards workflow optimization, streamlined processes, and the kind of efficiency that doesn’t just save you time but also keeps those grey hairs at bay.   

And guess what? You’re in the right place for it. 

So, tighten your seatbelts and maybe get another cup of joe.

Let’s get brewin’, shall we? 

What Are The Top Workflow Optimization Best Practices?  

Workflow optimization is a necessity in today’s fast-paced business world. 

But what is the best way to optimize a workflow? It’s not just about tweaking what’s already there.  

It’s about taking a hard, analytical look at your existing workflows, identifying potential bottlenecks, and implementing measures to create streamlined workflows.   

It’s a blend of art and science, intuition and analysis.  

Ahead, a robust list will guide you through the top workflow optimization best practices. Each pointer is a step towards a more efficient, productive, and, dare I say, smoother business operation.   

Read on and prepare to supercharge your workflows!

1. Engage Stakeholders

Imagine setting off on a voyage without checking in with your crew first – sounds a bit risky, right?

Similarly, failing to engage with your team members can lead to choppy waters in the realm of workflow optimization. These stakeholders, whether from the IT department, marketing, or anywhere in between, possess valuable insights throughout the project’s life cycle. Their firsthand experience and understanding of specific challenges can provide pivotal feedback. By involving them from the get-go, you’re building a more informed strategy and fostering a collaborative environment crucial for completing successful projects.   

After all, it takes a village—or, in this case, a well-engaged team—to truly optimize and innovate.

2. Set Clear Objectives

Diving headfirst into a workflow optimization project without setting clear objectives is like embarking on that aimless road trip.   

Without a definitive goal, you might optimize repetitive tasks that don’t bring much value. It’s about setting clear, actionable objectives from the start. Setting clear and actionable objectives from the start provides a roadmap for your team members. This ensures that everyone is aligned, understands the direction, and can efficiently work towards eliminating bottlenecks and enhancing the processes that matter most.   

By defining what you hope to achieve, be it reducing bottlenecks, eliminating redundancy, or simply making a process more user-friendly, you give direction to your efforts. Moreover, having well-articulated goals ensures that team members are on the same page, reducing confusion and misalignment. 

3. Define Key Performance Indicators (KPIs)

Defining KPIs will allow you to measure the results of your workflow optimization efforts. Before optimizing your workflows, get a baseline measure of the KPIs you want to track. These can then be used to analyze your organization’s specific workflow optimization benefits. 

Some sample KPIs you might want to consider are: 

  • Task Completion Time: This KPI measures the average time to complete a specific task or process. 

Example: If an invoice used to take three days to process, and after workflow optimization, it now takes one day, this KPI has shown a significant improvement. 

  • Error Rate: This metric calculates the percentage of tasks that contain errors or require rework. 

Example: If out of 100 data entries, five entries previously had mistakes, but optimization has reduced it to two, the error rate KPI shows a positive shift. 

  • Customer Satisfaction Score (CSAT): A direct measure of a customer’s satisfaction with a product, service, or process. 

Example: After streamlining a product return process, a post-interaction survey indicates that 90% of customers are ‘Very Satisfied’ compared to 70% before optimization. 

  • Employee Productivity Rate: This KPI gauges the average output of an employee over a specific period, helping businesses understand workforce efficiency. 

Example: If an employee used to handle 20 support tickets per day but now manages 30 with the same quality, there’s an evident boost in productivity. 

  • Cost Per Transaction: Monitors the average cost associated with each business transaction or process. 

Example:  Suppose the average cost to manufacture a product was $10, and after workflow optimization, it’s reduced to $8. This KPI highlights the cost savings per item. 

Aiming at quantitative over qualitative KPIs can help set employee, contractor, and partner expectations. It helps everyone hold each other responsible when objectives are not met. With clear KPIs, you combine the creativity of your strategy with the precision of data, driving informed decisions and sustainable business growth.

KPIs chart | Comidor Platform

4. Understand and Document the Current Process

You must fully grasp your current operations before beginning a new workflow optimization strategy. This means meticulously documenting processes to identify bottlenecks, redundancies, or potential areas of improvement. Creating a comprehensive workflow diagram lets you visually represent every step in the process, showcasing how different steps interlink, the pain points, and where inefficiencies lie.

Some of the main components of a process diagram include:  

  • Activities: These are the tasks or operations performed, like ‘Review Document’ or ‘Approve Request.’  
  • Decisions: Points where a choice needs to be made, often represented with a diamond shape, e.g., ‘Approve or Reject?’ 
  • Flow: Arrows that indicate the direction or sequence of tasks.  
  • Roles: Specifies who is responsible for what, for instance, ‘Manager’ or ‘Analyst.’  

By visually mapping out your process, you identify areas for improvement and make it easier for team members, especially those less technical, to understand the workflow. These visual workflow diagrams are a universal language, bridging communication gaps and fostering better collaboration.

5. Eliminate Unnecessary Steps

When it comes to workflow optimization, less can often mean more. One of the foundational steps in optimizing workflows is to weed out any superfluous actions that don’t add value to the existing workflow. Those closest to the process, the sponsor users, are best equipped to pinpoint these redundant steps. After all, they’re the ones executing the tasks daily.  

A simple yet effective method to identify unnecessary steps in your current workflow is to ask ‘why‘ for each step. Is it essential? Does it contribute genuine value to the end outcome? If a step only adds time without contributing to the end goal of the business process, it may be ripe for elimination. By paring down and focusing on the necessary actions, you streamline operations, driving efficiency and productivity to new heights.

6. Reduce Bottlenecks 

Workflow optimization is akin to fine-tuning an engine, and bottlenecks? They’re those pesky hiccups that prevent you from reaching your maximum speed. Much like a deadlifter whose grip strength limits their overall lifting capacity, bottlenecks in one area of your business can cap the efficiency of multiple workflows.

Even if 9 out of 10 processes in your company are streamlined and firing on all cylinders, that one sluggish process can drag everything down. 

Consider this: If a deadlifter’s grip maxes out at 300 lbs, but their overall strength can manage 500 lbs, the grip is the limiting factor. Similarly, if one workflow can’t keep pace in business, it doesn’t matter how efficient your other processes are; that lagging segment still holds you back.

To truly optimize workflows, it’s essential to identify and address these choke points, ensuring consistent efficiency and maximizing business profitability.

7. Automate Where Possible

Integrating workflow automation software into your processes reduces execution time and the potential for human error. In doing so, you ensure tasks are completed consistently, allowing for more precise measurement of workflow statistics.  

Here are some benefits of embracing workflow automation 

  • Efficiency Boost: Automated processes generally run faster than manual ones, reducing turnaround times. 
  • Error Reduction: Mistakes are less likely to creep in with less manual intervention.  
  • Resource Savings: Fewer manual tasks mean you can reallocate human capital to more value-driven activities. 
  • Accurate Metrics: Automated workflows can provide detailed stats, aiding in further optimization efforts. 

Embracing automation isn’t about replacing the human touch; it’s about enhancing it, ensuring that every step in your business processes is as streamlined and error-free as possible.

Workflow Automation for Accounting | Comidor

8. Keep It Simple

Simplicity is often overlooked in workflow optimization. An optimized workflow doesn’t necessarily mean a complex one. The more straightforward a process, the swifter its execution. A streamlined, straightforward approach minimizes process deficiencies, reduces the scope for human error, and makes monitoring a breeze.  

By stripping away the unnecessary and focusing on the essential, you achieve:

  • Speed: A simple process is often faster, reducing wait times and increasing output. 
  • Clarity: Clear, straightforward workflows are easier for team members to understand and follow without a complicated workflow analysis
  • Reliability: With fewer moving parts, less can go wrong, ensuring consistent results. 
  • Ease of Monitoring: Simple processes are more transparent, making it easier to spot issues and optimize further.
  • Maintenance: The more simple your workflow, the less maintenance is required when using workflow software.  

 Complexity doesn’t always equate to capability. Often, the most powerful solutions are the ones that are easy to grasp and execute.

9. Standardize Processes

At the heart of workflow optimization lies a golden rule: consistency 

Standardizing your workflow processes ensures that the approach remains uniform no matter who’s on the task or when it’s executed. This consistent methodology bolsters workflow performance and guarantees that clients, stakeholders, or team members receive consistent and timely responses every single time.  

Think of having standardized processes as setting a gold standard for operations. Once a process is standardized, it becomes a well-oiled machine, producing reliable results and eliminating variables hindering optimal output. Exactly what you need for business success. 

10. Continuous Monitoring, Iteration, and Feedback

Workflow optimization is an ongoing commitment. The work isn’t over even after you’ve revamped a process workflow.   

Proper implementation is only as good as its continuous evaluation. Regularly monitoring existing workflows and seeking feedback ensures systems remain efficient and relevant. 

The business world is dynamic, with challenges and opportunities continuously arising. By keeping a finger on the pulse of your processes, adjusting and refining based on real-time feedback, you maintain a proactive stance, always ready to pivot and adapt for optimal performance. 

Engage with team members, assess workflow management metrics, and observe the performance of your business processes. Doing so lets you identify areas that might benefit from incremental improvements. It’s these small, consistent tweaks that, over time, compound to create workflows that are not just optimized but are optimally optimized.  

The optimization journey is never complete; it evolves and matures with each feedback loop. 

What Is Workflow Optimization? 

Workflow optimization is the strategic process of analyzing and refining your current workflow to enhance efficiency and productivity. 

It’s about making the best of what you have. Instead of reinventing the wheel, workflow optimization aims to fine-tune the existing mechanisms, ensuring tasks are completed with greater speed, fewer resources, and minimal hiccups.   

Put simply, workflow optimization helps to streamline operations, removing any obstacles or redundancies and paving the way for smoother, more efficient business processes. It’s the art of making work work better. 

Why Does Successful Workflow Optimization Benefit You?  

Workflow optimization has tangible, real-world advantages for your business. Automating repetitive tasks and optimizing workflows are setting your operations up for success.

Here’s what workflow optimization aims to achieve and why it’s beneficial:  

  • Efficiency Boost: By removing unnecessary steps and redundancies, tasks are completed faster, saving valuable time.  
  • Cost Reduction: Streamlined processes often use fewer resources, leading to significant cost savings.  
  • Consistent Quality: A well-optimized workflow ensures that outputs are consistent in quality, building trust with clients and stakeholders.  
  • Increased Productivity: With fewer hitches and snags, teams can achieve more in less time, leading to heightened productivity levels.  
  • Employee Satisfaction: A smooth workflow reduces frustration and burnout, leading to happier, more engaged team members. 

 Having optimized workflows is an investment that pays dividends in efficiency, quality, customer experience, and overall business health.  

Wrapping Up 

Staying static is not an option in our fast-paced, digitally-driven business landscape. Optimizing your workflows is more than a luxury—it’s necessary for efficiency, productivity, and sustainable growth 

As your businesses grow and evolve, so must your processes. Harnessing the power of workflow automation software enables your business to stay ahead of the curve. Such tools streamline operations, minimize errors, promote collaboration, and save precious time.  

If you’re serious about taking your business to the next level, now’s the moment to consider adopting a workflow automation platform. Why just adapt to change when you can be the one driving it?  


What is workflow process improvement? 

Workflow process improvement is a focused approach that targets enhancing individual tasks and sequences in a business process to ensure a more streamlined workflow. This might involve eliminating redundancies, introducing new tools, or simply rearranging steps for maximum efficiency.  

What are the main workflow optimization techniques? 

The primary workflow optimization techniques are:  

  • Process Mapping: Visual representation of every step, helping to identify redundancies or inefficiencies.  
  • Automation: Using technology to automate repetitive tasks, minimizing manual input and reducing error rates.  
  • Standardization: Ensuring consistent processes across the board to maintain quality and efficiency.  
  • Continuous Monitoring: Keeping a close eye on workflows, allowing for real-time adjustments as needed.  
  • Stakeholder Feedback: Actively seeking insights from those involved in the workflow, ensuring it’s efficient and user-friendly. 
  • Integration: Integrating your workflows end to end for less swivel chair and improved efficiency.  

Each of these techniques plays a pivotal role in the overarching mission of optimizing workflows driving businesses towards better efficiency and results. 

What is workflow automation? 

Workflow automation is a subset of workflow optimization focusing on leveraging technology to enhance business processes. It uses workflow optimization software to automatically manage, execute, and monitor tasks without extensive manual intervention. Whether automating a procurement and payment process, documentation processes, or any other task, the goal is optimizing workflows through technology to achieve greater efficiency and accuracy. 

What are the 3 basic components of workflow management? 

Workflow management, a cornerstone of workflow optimization, hinges on three fundamental components:  

  1. Process Design: This involves mapping out the steps of a process, from start to finish, ensuring each step flows seamlessly into the next. A practical design lays the groundwork for an optimized workflow. 
  2. Execution: Once the process design is in place, the execution component runs the tasks manually or through automation. Proper execution ensures the workflow runs as intended, hitting its efficiency and accuracy targets. 
  3. Monitoring & Oversight: This component involves monitoring processes as they unfold, ensuring they stay on track, and stepping in to make tweaks when necessary to optimize workflows further.  

These components form the backbone of effective workflow management, driving streamlined operations and delivering consistent results. 

What is an example of workflow optimization? 

Imagine a project management workflow where tasks are communicated via email, progress is tracked on physical whiteboards, and documents are stored in disparate locations. This setup is ripe for miscommunication, delays, and inefficiencies.  

An optimized workflow, in contrast, would involve the integration of a project management tool. This tool would centralize task assignments, monitor real-time progress, and store all relevant documents in one accessible location. By transitioning from a manual, scattered approach to a unified, digital platform, the project management process becomes streamlined, reducing delays and enhancing team collaboration.

This transformation exemplifies workflow optimization in action. 

Author Bio 
Julian Lankstead is the founder of JulianLankstead.com. He helps businesses increase revenue by providing strategies to improve business process efficiency.