The efficiency and effectiveness of business processes have a direct effect on customer experience and the bottom line. While capturing and optimizing your business processes is a great path toward process excellence, sometimes the problems occur in the execution.
When process activities cross the line between business groups or locations, there can be costly disconnects as one team waits on another, or when procedures are left hanging while the next party steps in.
Lack of clarity about when to take the next step in a process can slow down the line of business, and knowing where process execution stands and with whom can benefit management as they look for opportunities to further optimize with automation solutions.
Nintex Promapp has introduced Checklists to help meet those needs.
This new checklist feature ties the activities of a process together by connecting the people responsible at every step. Each activity relates to an individual responsible for full accountability, and they’re notified when their role comes into play.
The checklists also have all the process information at their fingertips to ensure easy compliance. As they complete the work required, their signoff is recorded in the checklist for better tracking. Project management and team collaboration have never been easier.
How it works
Nintex Promapp Checklists can be created from any process with the click of a button. Users can customize the name of each checklist, which by default records the process title and time of creation. The roles responsible for each activity are then assigned to individuals to ensure someone takes ownership of every step, with Nintex Promapp suggesting names from the list of people assigned to the particular role. They can be assigned to anyone in the organization though if that’s what is required.
When an activity becomes due, the assigned person is notified by email, with a link to view the checklist and a button to sign it off on the spot. All the information for that activity is presented in the email as well, so users know exactly what is required as soon as it’s ready to be done.
Users can also follow a link to view the full checklist to add notes or attach images or documents that relate to the execution.
With multiple process responsibilities, it’s easy to lose track of current activities, so users can see all their outstanding checklist items on their personalized dashboard, and the Checklist menu shows all the checklists available, including a filter to review completed or discarded lists. Those completed checklists remain in the archive for compliance tracking, providing a record of what was done, when, and by whom.
If a process is run regularly, the accumulated checklists can also provide a picture of the process efficiency, highlighting any potential points for improvement that could benefit from automation or revision.
Checklists increase compliance and reduce handover issues with clear instructions and personalized notifications for smoother more efficient process execution. Repeated checklists provide a better picture of process effectiveness and clarify opportunities to optimize and automate.
Request your demo today to discover how Nintex Promapp Checklists can improve accountability and efficiency in your processes.
Interested in trying out Nintex Promapp for yourself? Click here to start a free trial.