Do you understand the benefits of an effective workflow system and why it’s worth the hassle of establishing?

Simply put, workflow is: “[The] progression of steps (tasks, events, interactions) that comprise a work process, involve two or more persons, and create or add value to the organization’s activities.” It’s where everyone knows their role and can independently get the job done- on time. Rock-solid workflow management allows everyone to see where the project is headed, the processes in place that will get it to completion, and anything that blocks the pipeline. If there is a problem, is it a project issue, a workflow issue, or a personnel issue? Having this knowledge better equips you for the next time around-the-block.

There you have it. You need an efficient and strong business workflow to keep your client’s projects on track and in check.

What Constitutes an Effective Workflow?

Understand the steps you’ll need to take to set up an optimal workflow management system for every project you undertake.

First, outline your needs.

At Group 2, we knew from the start that we needed an area where we could all work independently but still work collectively as a team. We wanted to see timelines, calendars, and also have the opportunity to read and comment on content as a whole. After researching many different project management platforms, we selected Basecamp, which is very effective and specific for our industry. Our workflow system is now rock-solid and well mapped out.

Second, outline your MVPs.

Every project has different needs which require different talent. Only include the people who will bring most value to the project. You want feedback from those who are involved. No armchair quarterback need apply.

Third, outline the work.

Figure out your optimal workflow and task the proper MVP to each step.

Fourth, stay on top of the project activity.

Regardless of what system you choose, being current and up to date with the project workflow requires some diligence on your part during the acclamation period.

Once you have created a workflow system for your projects and events, you can begin to focus on other areas of the business that need your attention. You have created the habitat for your employees to work collectively without you; and you don’t need to keep up with project email threads that need attention and approval.

Benefits of Well-Organized Workflow Management

  • You now have one centralized location for an entire project that will be there forever. At least until you stop paying the bills.
  • You have a business workflow in place that allows the team to see the project, the goals, the timeline and deadlines, and the place to manage project completion.
  • You have shown that you value time and productivity and will now work more effectively and efficiently to free up time for revenue generating opportunities.
  • No shades of grey here. Expectations set. Deliverables defined.

Are you ready for your next big project? Do you need a strategic marketing plan to help you get there? Group 2 can help get you make an effective workflow so you can start generating more revenue. Give us a call at 412.605.0834 or email us at [email protected] to learn more about our services and how we can help you increase your bottom line.

Side note: Group 2 has been using Basecamp for many years, we highly recommend the program and its full suite of complimentary sites for workflow efficiencies. Visit and give their free trial a spin to see if the program could be right for your business!