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Creating automated workflows in service management innovate vancouver
The document discusses the benefits and processes of creating automated workflows in service management, focusing on human resources, facilities, IT service desks, invoicing, and project approvals. It emphasizes the importance of standardization and the use of tools for documentation, reporting, and automation to enhance efficiency and compliance. Additionally, it outlines steps for designing and implementing workflows while highlighting the role of change management and training in this automation process.
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Creating automated workflows in service management innovate vancouver
- 1. CREATING AUTOMATED WORKFLOWS IN SERVICE MANAGEMENT I NN O V A T E V A N C O U V E R H T T P : / / I N N O V A T E V A N C O U V E R . O R G
- 2. Our discussion includes Benefitsof a Standardized Service Management System Creating a Workflow HR Workflows Facilities Workflows IT Service Desk Workflows Invoicing Workflows Project Approvals Workflows Contents Automated workflow managementt can include the following examples. Automating a company's workflows requires standardization, identifying tools to support documentation, reporting, and automation, as well as dashboards and tools for monitoring and evaluating service management with contract and service level agreements. Automation and standardization can help manage risks, identify discrepancies, and communicate performance statistics. Communications and ticketing systems can scripted and formatted to scale targeted troubleshooting, communication, and service monitoring.
- 3. B E NE F I T S O F A S T A N D A R D I Z E D S E R V I C E M A N A G E M E N T S Y S T E M Three Simple Metrics Compliance Regulatory Adherence Best Practices Quality, Efficiency, & Productivity Standardization Triggers Alerts Communication Assignments Sequences Automation Approvals Work in Progress Performance Resource Allocation Impact Monitoring Workflow automation is not supposed to recreate the wheel, but it can involve consolidation and standardization of best practices across the enterprise. Realignment and configuration of competing processes and workflows can involve change management and training.
- 4. C R EA T I N G A W O R K F L O W Three Simple Steps Future State Owners Triggers Technologies Change Approach Design the Workflow: Policies Procedures Existing Workflows Pain Points Define the Present State: Schedule Milestones Risks & Communication Training & Change Management Plan the Implementation: Workflow automation is not supposed to recreate the wheel, but it can involve consolidation and standardization of best practices across the enterprise. Realignment and configuration of competing processes and workflows can involve change management and training.
- 5. Complete Form Submit for Review & Approval Response& Notification Storage & Scheduling Resource Allocation, Onboarding, & Engagement HR Workflows Innovate Vancouver 1 2 3 4 5 Automation of Human Resourcess workflows can involve budgets, new hires, training, departures, updates to information, review & approval processes, and so much more........... Check with your HR department to see which standardized workflows would benefit automation. Identify which steps require hands-on, and which steps can be automated. Certain event types may include automated triggers and alerts to make sure a robust protocol is followed.
- 6. Submit Work Order Request Inventory & VendorList Reviewed Installation, Repair, Upgrade, and/or Budget Approval Pull from Inventory, Order from Supplier, or Solicit Bids Approval, Initiate Work, Complete Work, Closeout & Invoices Facilities Workflows Innovate Vancouver 1 2 3 4 5 Automation of facilities workflows can involve inventory, assets, resources, budget approvals, location, prioritization categories, alerts, and ongoing communications and notifications to ticket-followers or designated stakeholders. These workflows can be structured based on contract and service level agreements, as well as update integrated HR, financial, inventory, and communications assets.
- 7. Submit Request & Type, Location, Inventory, Priority, Etc. Review& Triage, Assign, Inventory, etc. Contact Customer, Update Ticket Order Assets, Conduct Repairs/ Trouble Shooting, Facilitate Training, etc. Update Ticket, Inform Customer, Submit Invoice, etc. IT Service Desk Workflows Innovate Vancouver 1 2 3 4 5 Automation of IT Services can involve inventory, assets, budgets, resources, locations, trouble shooting que's, prioritization ranking, and communication triggers, to name a f few........... IT Service requests are often submitted through widgets embedded on external and internal website, as a result of emails, or manually entered by help desk technicians. Data analytics i is available for monitoring the performance and productivity of all workflows, channels, and service lines.
- 8. Complete Form and Submit with Invoicefor Approval Evaluation, Feedback, and/ or Approval Stakeholder is Notified Payroll Receives Approval Processes Payment Update Payment Records & Invoices Reflects on Department, Regional, Company Reports, etc. Update Asset Records, as Needed Invoicing Workflows Innovate Vancouver 1 2 3 4 5 Automation of Invoices & Payments can trigger different requirements depending on the user, amount requested, vendor identified, portfolio designated ranking of priority, and much more............. Data analytics can be used to update financial and budgetary spreadsheets, evaluate project and department costing, calculate financial productivity and efficiency ratios, and report on portfolio performance and resource usage.
- 9. Complete Project Proposal Form & Submit for Review Review, Feedback, and/or Approval (includes Budget, Schedule, Resources, etc.) Update Project & Portfolio Register Notify Stakeholders and Project Owner Add to Project Pipeline or Backline, as Appropriate Project Approval Workflows Innovate Vancouver 1 2 3 4 5 Automation of Project Approval Workflows can be used to submit project requests, notify stakeholders, manage pipeline, portfolio, and work throughput. The workflow can help monitor and manage work in progress, assign resources, evaluate priorities, and make sure financial, asset, and human resources are allocated to deliver the largest impact for internal and external stakeholders.
- 10. Contact Us Innovate Vancouver Vancouver,BC Email address Consulting@innovatevancouver.org Phone number 778-829-5643 Interested in automating some of your company workflows?