Converting Processes into Dynamic Workflows with Axonator

In today’s fast-paced business environment, efficient operational processes are crucial for maintaining productivity and competitiveness. Axonator, a leading no-code rapid application development platform, offers powerful workflow capabilities that can transform your paper-based processes into dynamic, digital workflows. This article will guide you through the steps of converting your operational processes into streamlined workflows using Axonator, enhancing efficiency and visibility across your organization.

Step 1: Identifying Actions in Your Process

The first crucial step in creating an effective workflow is to thoroughly analyze and document your existing operational processes. This involves breaking down the process into individual actions and decision points. Let’s consider an example of a safety inspection process:

1. Field worker fills out a paper-based safety checklist
2. Supervisor reviews and approves the completed checklist
3. If issues are found, a report is sent to the site manager
4. Relevant stakeholders are informed of any critical issues
5. Follow-up actions are assigned and tracked

When identifying these steps, consider the following:

• Who is responsible for each action?
• What information is needed at each step?
• What decisions are made, and what are the possible outcomes?
• How is information currently transferred between steps?

Step 2: Converting Actions into Workflow Steps in Axonator

Once you’ve mapped out your process, it’s time to translate these actions into a digital workflow using Axonator’s Workflow Builder. Here’s how you might set up the safety inspection workflow:

1. Initiate Workflow:
   • Trigger: Completion of the “Safety Inspection” form by a field worker
   • Action: Automatically notify the supervisor
2. Supervisor Review:
   • Form: Create a “Supervisor Review” form
   • Action: Supervisor completes the review form, approving or rejecting the inspection
3. Conditional Branching:
   • Condition: If issues are found (based on specific fields in the inspection form)
   • Action: Automatically generate and send a report to the site manager
4. Stakeholder Notification:
   • Condition: If critical issues are identified
   • Action: Send automated notifications to predefined stakeholders
5. Follow-up Assignment:
   • Form: Create a “Follow-up Action” form
   • Action: Assign follow-up tasks to relevant team members based on the issues identified
6. Tracking and Closure:
   • Action: Monitor the status of follow-up tasks
   • Condition: When all follow-up tasks are completed, close the workflow

Key Features of Axonator’s Workflow Builder:

1. Drag-and-Drop Interface: Easily create and modify workflow steps without coding.
2. Conditional Logic: Set up branching workflows based on form responses or other criteria.
3. Automated Notifications: Keep all stakeholders informed at each stage of the process.
4. Form Integration: Seamlessly incorporate various form types (Data Collection, Object, and Action forms) into your workflow.
5. Role-Based Assignments: Automatically assign tasks to the right people based on their roles and responsibilities.
6. Real-Time Tracking: Monitor the progress of each workflow instance in real-time.