Contact our sales team to get the best solution for you

Start receiving high quality B2B data and close more deals

How we’ll help you succeed

  • Integrating valuable sales data from multiple sources
  • Targeting the right companies, at the right time
  • Uncovering strong buyer intent signals

Trusted by

  • MongoDB

  • Teltech

  • Netapp

  • Instal

Contact our sales team

How Can a Workflow Diagram Be a Game Changer?

How Can a Workflow Diagram Be a Game Changer?

Learn how a workflow diagram can be a game changer.

4 min read


Mateo Bilbao


How Can a Workflow Diagram Be a Game Changer?

Information about the writer

Sales & Marketing head at Scalestack

Workflow is key to improving the systems and processes of your business. Automating these processes means growth in your sales, and not doing it means a higher chance of failure. Designing a workflow diagram is the greatest tool to make this workflow process a success. This is a guide on how to do one that molds to your business ways and how to operate in the most efficient way possible.

Workflow diagrams clarify the things that are more difficult to be recognized if they are not represented graphicly. They show the way the processes are carried out and help every person to understand in the most effective way how to do each role.

Concept of workflow diagram

A workflow diagram is a graphical visualization of the steps that are indispensable to accomplishing a project. These kinds of diagrams were created to help businesses identify and track the progress of each task within the project as it progresses towards its respective goals.

Workflow diagrams tend to come in the format of visual flowcharts that are supposed to show the process and the steps that each work item should go through to be considered fulfilled. The diagram should describe the process generally, more at a macro level. The purpose of it is to show the stages of the process of task or project completion in an overall way.

Workflow Diagram

A workflow diagram is most commonly used to do the following things. First and most important, it is designed to employ a holistic vision of business processes and information flows. That is the main and general reason for it. Secondly, it helps employees to have a deeper understanding of their roles and responsibilities, whilst at the same time can reveal process redundancies and bottlenecks.

A diagram also works as a safeguard against risk and uncertainty. The charts give a clear idea of how to perform, even in uncertain scenarios.

The creation of a workflow diagram can be done manually or you can use software automation to create it. Nowadays, these programs help design more accurate charts that are more efficient, so it is advisable to spend a little bit of your budget on one of these software. There are many options on the market today that enable you to make well-functioning workflow diagrams.

Advantages of a workflow diagram

It is an absolute fact that a workflow diagram provides assistance that makes work more organized and easier. Plus, it gives the organization more overall security. There are many reasons why you should implement these charts for your process design. Here are the main ones:

Getting to have a balance between managing costs and the value that creates reflects in the final results of the business after the whole process is finalized. To correct the systems on the way or to check if things are going well, workflow diagrams are the indicated tool. They are a clear pathway for the analysis of these business goals for better growth outcomes.  

How to create a bulletproof workflow diagram

Now that you know how it is advantageous to create a workflow diagram for your company, it is time to learn how to design a proper one. Once you are in the meeting destined to start designing this chart, it is key to remember that the goal is not to define a rigid set of steps that everyone must follow, but rather provide a high-quality overview of the tasks and steps that are involved in achieving the goal of the project.

Remember to be flexible about the diagram, because new tasks or steps can easily appear on the way and you want your chart to be open-minded enough to be able to add new steps or subtract old ones that are proven ineffective. Remember that the diagram is about helping you fulfill your objectives, it is not there to be obeyed if it proves that it does not work that well.

Once you are in the process of designing the workflow diagram, some simple questions need to be asked and thought over and over throughout the whole process. Here are some guide questions that will give you an idea of how to do it.

This is a good way of starting the diagram. Along the way, you will probably have to adapt it to how things are going.

Final thoughts

An efficient workflow diagram can be a real game changer. You should use this guide to help you throughout the process of your own making the diagram. If you implement it properly, there is a high chance that you will be able to optimize your processes and most probably grow your business.