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Lesson 1: What is Workflow?

Benefits and goals of the workflow application

Shannon Steele avatar
Written by Shannon Steele
Updated this week

Introduction

Welcome! In this lesson, we’re going to explore the business goals of over.vu’s application, Workflow.


Workflow

Workflow is designed to bring disjointed or isolated processes under one unified platform where you can do the work, monitor the work, and report on the work in one place. This streamlines project-level management and helps team leads make more informed decisions based on real-time data. Workflow helps increase efficiency by reducing onboarding time, eliminating outdated processes like email chains and Excel trackers, and prevents connected tasks from getting lost. It also improves visibility, so you can monitor every step of all of your projects in one place, know exactly where things stand, and quickly identify issues with up-to-date data. It improves accuracy by reducing manual coordination and errors, while simplifying your tools so even non-technical users can manage and work in the application.

Ensure Execution of Required Processes

  • Eliminates reliance on a single person to recall the full process or handle unusual edge cases ​

  • Reduces onboarding time for new hires to learn complex processes or reference static documentation​

  • Removes ambiguity on what comes next, standardizes workflow execution by removing subjective interpretation of instructions

Allow for Non-Technical Ownership

  • Eliminates requiring technical resources to make changes to the configuration of platform ​

  • Gets rid of any complicated coordination between multiple workbooks via queries​

  • Removes any need for downtime when configurations are occurring.​

Eliminates Unnecessary Pauses in Process

  • Prevents delays caused by missed hand-offs or incomplete next steps ​

  • Shifts momentum from people-dependent actions to process-driven automation​​

  • Automates task progression– always assigning the right next person​


Wrap-Up

Now you know:

  • Why Workflow is used

Check Your Understanding
In this lesson you learned about:

  • Benefits of Workflow

Next up:

The next lesson of this course covers how to find your work by navigating the dashboard and Jobs and Tasks tables.

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