Starter Guide

Posted on Posted in Getting Started

About

This Starter Guide aims to explain the essential details needed to set your organization processes and reinforce useful process management concepts. If you have any comments/questions, contact a Flokzu business process analyst or email us at info@flokzu.com

 

Basic Concepts

Business Process

A business process is a collection of linked tasks in which different actors participate to achieve a common end goal. It is used to formalize the procedures in an organization or team and to define its operation clearly.
In Flokzu processes are represented by a flow of tasks and activities related to each other according to the organization’s business rules. As each task and activity is completed, the process moves forward automatically following the modeled flow. In addition, each process has an associated form and some additional settings.

 

Process Task

User Tasks play a fundamental role in business processes. They are activities that require human intervention to be completed and make the process move forward. For every task in Flokzu, assignees need to be defined and decisions need to be made in order to complete it.
When the flow reaches a User Task, the assignees will automatically receive the task in their Flokzu Inbox.
In addition, each task has associated information (form with fields, attachments, comments, estimated duration and more) to provide a context to help users make the right decision when they complete it. Everything that users need to solve a task will be available in just one place.

 

Process Form

Each process has an associated form to keep track of relevant information and review it when needed. When configuring the process you must define all the form fields so that later on users can fill them.
Each form field may be necessary in different tasks of the process. There may be confidential information that you just want to show to some users. For that reason, you can set up an individual visibility (hidden, read only, editable or required) for each of the tasks.

 

Process Instance

A process instance is a particular execution of a process.The process model and configuration define its formal structure. The instance is created each time a process is launched. For example: the process to hire a new employee is unique, but each new application is a process instance in Flokzu.

 

Roles

A role allows you to group different users. In Flokzu there are some default roles that cannot be deleted or modified: Administrator, Business Analysts, All Users. You can also define your own roles. They are useful for assigning tasks and permissions to multiple users at once instead of each one individually.

 

Administrator

Admin users have the highest level of permission in Flokzu. They have access to all sections, such as process configuration, deleting processes and instances, metrics, reports, account set up and more. The user who creates the account will be automatically assigned the Administrator role. Admins are the only ones that can assign other users the Administrator role. This role also has read access to all instances.

 

Business Analyst

They have access to most of the sections in Floku, but their permissions are more limited than the Administrators. They cannot delete instances or processes, and although Business Analysts can invite new users and create roles, they cannot assign or remove the Administrator role. The aim of this role is to model and maintain processes, but without performing sensitive actions, restricted only to Administrators.

 

All Users

All users of the organization are grouped under this role, including those who have not yet accepted the invitation. This role is updated in real time. Users other than Business Analyst or Administrator will see few sections of the tool, they will not be able to model processes or access their configuration. They will have access to their own Inbox, Outbox, Starred and Finalized section, can launch a processes, complete tasks and perform searches.

 

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Before assigning a role to a user, the user must be on the system.

 

 

Recipe for Success

There is no right way to model a process in Flokzu. However, we want to share some tips that can make the task easier.
Before modeling a process in Flokzu it is important to answer the following questions:

  • Which process you want to model
  • What activities and tasks make up this process
  • In what order should these activities be carried out
  • Who participate in the tasks
  • What information is needed to properly keep track of the process

 

Our Golden Rule

Start by modeling a simple version of the process, which only includes main tasks and necessary information. Once you are satisfied with the results, add more complex configurations and advanced details.

Start with the process form. Add all the necessary fields to launch the process, complete tasks and make decisions. Do not worry if you can only identify a few, you can add more as you go through the configuration.

Then concentrate on modeling the workflow: add tasks and connect them according to the sequence of activities that make up the process. This surely involves splitting the flow based on decisions, assigning tasks in parallel, using timers, automated emails and other activities that will be described later on.

As you model, you will see that you come up with new fields. When that happens, simply go back to that section and add the ones you need. Finally, configure the visibility of the fields, marking each one as hidden, read-only, editable or required in each of the workflow tasks.

And that’s it! Deploy the process and launch it. Instances will automatically follow the modeled workflow.

Tip #1
If you already know who will participate in your process, you can create roles beforehand to assign tasks to those roles as you configure them in the workflow.

Tip #2
When creating a new process, you can save some time using one of our predefined templates if it fits your reality. Once the template is imported you can modify it.

Tip #3

Under Process Settings you can define general details, such as read access to instances and the option to activate the Public Form functionality, which we will explain later on.

 

 

Creating a New Process

We will start by describing how to create a process from scratch. However, you can always come up with good ideas from one of our templates.

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Main steps when defining a new process

  1. Defining Process Details (Name, ID)
  2. Setting up the Form
  3. Modeling the Workflow
  4. Defining Process Settings

 

 

Defining Process Details

Name your process and create an ID.

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The Process ID, along with an automated sequential number will identify all process instances. E.g. MKTG-1, MKTG-2. Be careful when defining the ID, since you won’t be able to change it.

 

 

Setting up the  Form

An important part of creating a process is defining the form.

You can think of the form as the structure that moves along the workflow, from one user to another, where they complete relevant information and use that information to complete tasks. Aside from fields, users can also attach files and add comments (more on this later on).

The form will include all fields, regardless if some should only be visible at certain tasks.

To add a new field, drag a drop the selected type into an empty section.

Try adding some fields and explore the different field types available. Name, Email, Attachment and Comments are always a good option. Your form could look like this:

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Modeling the Process Workflow

Document workflows are ‘an orchestrated and repeatable pattern of business activities enabled by the systematic organization of resources into processes that transform materials, provide services, or process information’.

Tip
Recognize the main stages of the workflow and don’t waste too much time on the details. The main thing here is to design a simple diagram using a precise -yet easily understandable- notation.

To add a new task, simply drag one from the panel on the left into the workflow.

settings (7) (1)Flokzu uses BPM notation (BPMN) to model the process workflow. This means that you will be modeling with an international standard used by BPM specialists.

 

 

Workflow Panel

By choosing an item of your preference on the left panel, you can represent the steps of your workflow.

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Further info about the elements on this panel in this  post!

User Task

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A User Task is an activity that must be completed by a member of your organization. When the workflow reaches a task, the assignees will automatically receive an item in their Flokzu Inbox corresponding to that task.

Assignees: Define which users/roles should complete this task

Decisions: option(s) that assignees will see as buttons to complete the task

Due Date (optional): due date when this task should be completed.

At the Decisions Tab you may also choose the following options:

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Confirmation required Complete task via email
Before completing a task, ask assignees for their confirmation. Useful to prevent users from making the wrong decision by mistake. Complete task by email: assignees will also receive the task via email. No need to login to Flokzu to complete it!Further info about this feature here.

 


Exclusive Gateway

Exclusive Gateways are used to divide the flow automatically based on field values, decisions made at previous tasks or a combination of both.

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Send Task

A send task is ideal to send automated notifications at any step of your workflow, both to internal and external users.  

You can insert field values within the message body.

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More info about Send Tasks on this  post!

 



Timers

Timers are only available to paid plans. They let you set deadlines for tasks. There are three kind of timers: interrupting, non-interrupting and intermediate.

Timer Boundary Event (Interrupting): cancel the task if it wasn’t completed before the deadline. The flow will continue along the path connected to the timer. For instance, assign task to Manager if the employee hasn’t completed it.

Timer Boundary Event (Non-interrupting): will trigger the path in parallel. The task won’t be cancelledFor instance, notify the Manager if a request hasn’t been answered in 24 hours.

Find more info about these two kind of timers here!

Intermediate Timers are used to delay the execution of a certain step of the process. Once the flow reaches an intermediate timer, it starts counting the time and the flow stops. Once the time interval is reached, the flow continues. For instance, waiting 3 days before following up on a lead.

Find more info about intermediate timers here!

 

Service Task

A Service Task can be used to call external systems within Flokzu. Than can be useful to send info from Flokzu to one of your systems or to retrieve info from an external system and store the information in a process form. The integration methods available are via Zapier and Web Services REST and SOAP.

More info here.





Fields Visibility

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As the form will move along the different tasks within your process, it will be necessary to adjust the displayed fields to those tasks. With that in mind, you can change the visibility each field using one of these options:

  • Hidden: the field is not displayed
  • Read-only: users can see the field but cannot edit it
  • Editable: users can edit the field
  • Required: users cannot complete the task until they have filled in the field

You can define this at the form level.

 

Defining Process Settings

Finally, you can polish the last details in the Process Settings section.

 

Readers

Readers include users/roles that have reading access to process instances.

Readers when completed: only have access to finalized process instances (once the instance reached an End State).

General Readers: have access to process instances at any given step of the workflow (even finalized process instances).

 

Public Form

Very useful to let people outside your team/organization (no access to Flokzu needed) launch one of your processes by completing the form fields.

Imagine having a customer service process, where every time your client completes a form in website, it will automatically launch a process in Flokzu. As simple as that.

Intrigued? Read a blog post about Public Form here.

 

Final comments

We hope this Starter Guide has been helpful to give you a preview of what Flokzu is capable of.

After following the steps described, your process might look something like this:

 

Once the process is set, it’s time to deploy it and launch new process instances.

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If you still need help … don’t worry! We can assist you personally and go through any questions you might have. Simply drop us a line at info@flokzu.com

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