
#81: Don’t Let Your PowerDMS Workflows Become Digital Bottlenecks
Description: A PowerDMS workflow isn't really efficient if all you've done is move the bottleneck from someone's physical inbox to their digital one. In this episode of Accreditation Made Easy, Areaka shares a simple way to keep outstanding workflows moving without becoming your agency's human reminder system. Using the Workflow Steps Outstanding report in PowerDMS, you can identify the workflows waiting on a particular person or group and schedule the report to be delivered automatically. Areaka walks through how she sets up these reports, why she prefers the PNG visualization that places a snapshot directly in the email, and how a customized message helps recipients understand exactly what they need to do. She also explains why automation shouldn't replace training and communication, how to choose a useful reminder frequency without creating more email clutter, and when it's still time to follow up with an actual person. The goal isn't automation for the sake of automation. It's using a feature already available in PowerDMS to reduce repetitive follow-up and help keep your workflows moving. Timestamps: 00:00 Welcome to Accreditation Made Easy 00:48 What happens after you send a workflow? 01:17 When an electronic workflow gets stuck 02:10 Moving the bottleneck from a physical inbox to a digital one 02:38 Why other employees aren't in PowerDMS all day 03:29 Becoming the human reminder system 03:55 Workflow Steps Outstanding as an automated reminder 04:26 Filtering the report by user or group 04:56 Scheduling automatic delivery 05:21 Automation doesn't replace training and communication 06:17 How to set up the Workflow Steps Outstanding report 07:04 Creating and scheduling the delivery 07:29 Why Areaka recommends PNG visualization 08:22 Customizing the automated message 09:11 Letting PowerDMS handle the routine reminders 10:10 Choosing the right reminder frequency 11:04 Can the system do part of this for you? 11:57 Using PowerDMS to help keep workflows moving 12:19 This week's challenge 12:47 Companion document and closing Companion Document: Automated Reports for Outstanding Workflows Connect with Areaka 🙋♀️ Digital Business Card 🌐 Website 🔗 LinkedIn 📘 Facebook 📸 Instagram Are You Signed Up to Get My Free Content? Sign Up for Free Weekly Accreditation Content You'll get access to a library inside YOUR PowerDMS of hundreds of Helpful Tips smartly organized into categories, along with new or updated content published every week.
- Transcript