Effective workflow management underpins everything we do!
Let’s take a quick look at its key elements.
1. Be a Solution Leader
A pivotal aspect! Offer strategic guidance and accelerate delivery for stakeholders.
This often means partnering with senior leaders to create, steer, and lead the go-to-market strategy. This strategic oversight ensures solutions align with stakeholder project management needs and organizational goals.
2. Design the Solutions
Expertise in configuration, especially with platforms like Wrike or Workfront, is key!
You need to apply your design and configuration knowledge to build workflow solutions that meet specific project requirements.
This calls for technical skills and an understanding of how to integrate solutions with existing systems and processes.
3. Build Compelling Value Stories
This should go without saying but I will say it: Connect technology capabilities with client needs!
Build stories to demonstrate the value of the solutions. Words have power! Use it!
This means managing client expectations, facilitating discussions, and ensuring the proposed solutions address their pain points and needs
4. Lead Delivery Efforts
Delivery requires collaboration and alignment!
Get your PowerPoint, Excel, and Lucidchart chops on. You will often have to maintain complex spreadsheets and create clear visual representations of workflows. You need to communicate like a champ. Take notes like there is tomorrow and present the info well.
This helps with clarity and alignment – and it leads to speed!
5. Consult and Guide
Leading discovery meetings with stakeholders or subject matter experts is vital!
There is a bit of good old-fashioned project management to it. You have to gather docs, identify follow-ups, and provide recommendations.
You have to guide stakeholders on the best use of information and technology for their workflow management needs. This consulting aspect is where technical knowledge meets strategic insight.
6. Coordinate Implementation
Connecting process changes to the platform tech requirements is an art! An essential one for seamless implementation.
You have to know the system inside and out!
Think Adobe Experience Manager (AEM), Adobe Creative Cloud, and other Adobe Experience Platforms – and their components. The more sophisticated the systems, the more sophisticated the game!
So know your playground.
7. Improve at Every Step
Keep one eye on the long game – focus on improving internal programs.
Educate teams on how well-implemented workflow management can support digital transformation and create automated, efficient employee experiences. Less friction, happier employees!
Bring ideas! Ask for ideas! Engage everyone! Keep things moving, dynamic, and forward-thinking.
8. Build the Right Culture
Building a culture of knowledge-sharing goes a long way!
You need to improve internal capabilities by fostering an environment where best practices and insights are shared. This is a cultural thing. And good culture is a superpower!
A continuous learning culture enhances your team’s ability to deliver innovative and efficient solutions.
How to succeed in this?
You need a solid foundation in workflow design and implementation, project management, and software implementation.
You have to be creative – you have to experiment and get to know every nook and cranny of your system. Anything less leads to mediocrity.
Build solutions and know how to integrate systems.
You need to lead well or be open-minded to learn how.
This is a team sport – a collaborative mindset is a must!
Never stop learning! Never!
