25.02.2025 | Jean-René Thies
Processes are the backbone of every company – it can't run without them. However, if they are not well thought out, they can quickly become a stumbling block, because what should actually help to create a sensible structure becomes a nuisance.
The problem often lies not in the processes themselves, but in the lack of acceptance among the people who use them on a daily basis. After all, people don't like doing what they have to do without conviction – and what they don't like doing is usually done half-heartedly and badly.
The trick is therefore to design processes in such a way that they not only function smoothly, but are also accepted. But how do you achieve this?
Processes must be neither too complex nor too simple. A process for every little thing? That's too much! But to pack everything into one process? Just as problematic. You need to find the golden mean: Processes that are clearly structured, easy to understand and, above all, manageable. Sometimes less is actually more – but not always.
Take the time to define exactly which processes you really need and how you can structure them sensibly.
Have you ever asked yourself whether your processes always have to be linear? Tasks can often be processed in parallel, which saves time and therefore leads to the goal more quickly. The challenge is to take a closer look: Where does it make sense to complete tasks simultaneously? And where does a sequence actually bring more clarity and security?
Take a look at the individual processes and check which tasks need to be completed in which order – and which can be processed in parallel.
One point that is often overlooked is the frequency of audits. Of course, up-to-date data is essential, but constant audits can slow systems down. Find the right balance between timeliness and performance to keep your workflow reliable and your system efficient.
Check how many audits really make sense and reduce them to a minimum.
People only accept processes if they make sense. Nobody likes unnecessary tasks or unclear instructions. The following applies here: Be clear and understandable. Show why certain steps are necessary – and consistently remove anything that does not add any real value.
Involve those involved and explain to them why the processes should be carried out in this way. You may find that one or two tasks should actually be changed.
Notifications are both a curse and a blessing: too many and nobody pays attention, too few and important tasks get lost. The trick is to provide targeted information: Who needs to know what and when? In particular, tasks that depend on others should be communicated clearly to avoid unnecessary delays.
The following applies to notifications: as little as necessary, as clearly as possible and always only to those affected.
Employees are sometimes on vacation, sick or simply busy. To ensure that processes still work, it makes sense to assign tasks to user groups rather than individuals. This keeps the system flexible – and nobody has to worry that a process will come to a standstill just because someone is unavailable.
Define user groups and define roles within the groups. Only one person can wear the hat!
If you follow these recommendations, you can make your processes more efficient and significantly increase user acceptance. A clear structure, sensible distribution of tasks and a well thought-out notification strategy are the keys to success.
Software manufacturers have recognized how important it is to establish processes and map them clearly. This is why modern solutions for project management or newsletter distribution, for example, usually include such a function. At crossbase, workflow management supports users in the creation of processes relating to product data.
Jean-René Thies is a consultant and project manager at crossbase Germany and Managing Director of our French subsidiary. As a result, he knows his way around the selection and implementation of a PIM system as well as questions that arise during subsequent operation.
Take advantage of his enormous range of knowledge and feel free to contact him with your questions: j.thies@crossbase.de
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