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Use the Org Chart Feature to Map Workflows

February 20, 2020 MetaPulse Team
Map Workflow Blog header.png

You don’t need to create an entire org chart before you benefit from the Org Chart feature, instead you can start with a simple workflow. 

Let’s use Champion Printing as an example.

They have a basic workflow for all printing jobs, like so:

  1. Design

  2. Job Preparation

  3. Printing

  4. Delivery

Let’s say a different person is responsible for each role.

You can easily create this workflow using the Org Chart feature in envisage. Here’s what it looks like: 

org chart workflow .png

With this basic workflow created, let’s add the people.

org chart workflow - post names.png

Now we can assign a statistic to each individual that measures the results of each step of this workflow. 

This simple application of these powerful envisage features will help create a coordinated team and improve the results of this small, yet important section of the organisation. 

You can view this vertically as well:

org chart workflow - vertical.png

Go ahead and create a simple workflow in envisage today.

You can create as many as you want. Gradually implement a workflow for each area of your organisation and eventually you’ll create your entire org chart. Here’s how to get started.

If you need help be sure to reach out to our support team.

And remember envisage includes Statistics, Org Chart and OKRs and you can try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

Comment and ask questions below or ask questions privately.

In Best Practice Tags Org Chart, Work Flows
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