One of the most important aspects of any business is business process management (BPM). If you've ever read the E-Myth, you'll know the importance of systemizing, and getting staff to adhere to your processes.
What this usually entails is a structured process, defining the tasks and dependencies in that process. Procedure Manuals are all well and good, but most employees don't read or follow them.
In this tutorial, we'll set up an automated business process management system in Podio, using GlobiFlow for Podio to perform the automation.
A Business Processes can be simple:
Or more complex, with decision points:
What you basically want to have happen, is that tasks are created as needed in each process, and as required by previous steps. This will ensure that no steps are missed, and the process is adhered to correctly.
(The following setup is based on the absolute minimum requirements to get business process automation to work. You can add as many additional fields to each App in Podio as you require for your specific business and processes)
The first app we'll need is a Task Definitions App, which will define each step in a process.
Regular tasks will wait to be completed, and when the user marks the task as completed, will spawn new tasks as defined in the Next Steps field. However, if a task is a decision point, then the user will also have to evaluate the Question / Condition field, and select True or False in order to continue the process.
The next app we'll need is a Processes App which will define each business process and which steps to initiate when the process is run.
In this case, we're using the Status field as an action button. When creating any process, make sure that the Status is set to Waiting - Normal State. When a user clicks on Initiate - Click to Run, the Status will automatically be set back to Waiting - Normal State, and the process will be initiated, by creating the initial step tasks.
The last app we'll need is a Tasks App that employees will use to delegate tasks and manage their workload.
Although users can create tasks directly in the Tasks App, most of the tasks will be generated automatically by Processes using rules from the Task Definitions App.
Now, if we take the above flowcharts of our 2 sample processes, we'll need to set up the data in the Process Definitions App as follows:
And configure the Simple Process as:
And the Complex Process as:
Note how the conditional statements, follow-on steps, and conditional follow-on steps all match the flowcharts.
And, as always, here are the GlobiFlow for Podio recipes to achieve this automation: