Business process workflow is described as the steps a business takes to complete actions necessary to operate. Business process workflow modeling is used to visually display the steps taken to complete multiple actions and identify the discrete steps involved in a process. These models can be high level or contain a great amount of data, the choice of how much detail to apply is based on what it’s going to be used for.
Tip: For a detailed workflow model ask the basic questions; Who? What? When? Where? Why?
Tool: The universal tool used to for visual workflow models is Microsoft Visio. Within MS Visio the two common templates used for process modeling are; Basic Flowchart and Cross-Functional Flowchart.
Basic Flowchart is a good starting point to get a workflow process documented quickly. It’s typically used to model a high-level workflow process.
Cross-Functional Flowchart is used either when a greater amount of detail is known or desired. There are a standard selection of shapes to use that help describe the action.
Tip: If you’re facilitating the documentation of a workflow process, you can use a wall and Post-It notes to get the first draft worked out.
Modeling: Process workflow modeling can be a task undertaken by a business or an individual, or a task assigned through a project. Within a project the most common terms used are “current state” and “future state”, both of which assist with providing an understanding of a process.
“How To” Trainings: Here are quick “How To” guides for beginners using MS Visio 2010:
Another helpful site: Improve the Look of Your Process Map(s)
Process Flow Examples: