Implement Successful SharePoint Workflow

  • Identify your business objectives: Clearly understanding the goals of your business will help to identify the best process and help to device if SharePoint development is the best option before you. Justifying your objectives will help you to validate the reasons for choosing the platform. Consider improved project visibility, effective communication, better adherence to timelines, reduced administrative overhead and etc. before proceeding.
  • Evaluate the process: In the back of our mind we always try to stick to our comfort level and don’t want to implement something new thinking it to be something risky. But this can be a trap as you won’t be able to create something customized. Consider SharePoint application development to streamline and improve your present workflow process. Evaluate your present process and map the entire process so that everyone can have a big picture. Identify the crucial areas so that you are able to focus on the core elements and remove all low value elements.
  • Work on technical constraints: Hire a professional SharePoint development company so that you can prepare a proper plan to avoid the most common limitations and pitfalls. Create a good up front architecture and integration with database resources. SharePoint deletes the history of approved tasks within 60 days of workflow completion to prevent the list from exceeding limits. But this makes it difficult to report on the data in the future. It is a good idea to keep a copy of the data in any secured location. Take advantage of breaking the workflow into smaller portions to enjoy a more dynamic experience. This framework allows you to add comments or rejections on the tasks, but if the majority of your tasks cannot be measured as accepted or rejected, then it is time to look for more customizable solutions.
  • Appropriate design for analyses: Once the workflow is designed, you can have the tasks, history logs, approval outcomes, user actions etc. of the workflow. This information is valuable for operations and once you have the data in your hand, you can consider it from the business intelligence perspective. So, analyze the critical metrics and learn more about the processes. This will add more efficiency to the workflow and help you in better business managements.