Workflow, what is it?
Workflow is about as individual as your small business. It’s a series of processes that begin the first time a potential client contacts you to the point where you delivered your goods or services and are on to the next job. Actually it starts a bit earlier, if you want to including marketing and branding. Or maybe you’re running a couple of jobs concurrent, in which case it’s even more important to understand your workflow. A plan on how all your business processes work together makes your work flow smoothly.
work·flow ˈwərkflō/ noun
the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion.
Work-flow solutions: 2 schools of thought
There are more than one way to skin a cat and the same is true for your workflow. There’s really not only one right way that workflow works. They are as personal to you as many other decisions you make in your small business.
In my mind there are two schools of thought when it comes to working with a workflow solution:
Shotflow – making your work fit someone else’s workflow
Solutions like Shoot Flow fall under the first. They are solutions specific to one type of photography. In the case of Shoot Flow, it’s for wedding photographers. Zach and Jody Grey took their experience at shooting weddings and built a workflow solution around it. They basically let you duplicate the way they work a wedding.
The upside – especially for the inexperienced wedding shooter – is that you get a step by step roadmap to how to work a bride and grooms day. Zach and Judy do a fantastic job, not just on shooting weddings, but also in how they work with their client before and after that day.
In my mind the downside is that you are going to workflow weddings just like they do. I’ve never used shootflow (I don’t shoot weddings) and I know you can customize some of the way it works, but it’s not like what I use.
[Please don’t misunderstand me here. I am not dissing shootflow or other solutions like it. In fact I believe it’s vital that we all have a well-integrated solution of our own.]
Creating a custom workflow solution to fit your workflow
My customized solution follows my business processes. This doesn’t make it necessarily more expensive, but it does make my workflow solution match my workflow. I use a Customer Relationship Management system as the backbone of my workflow solution. It’s called SalesForce and is one of the largest CRMs in the world. SalesForce aggregates all information I have about a clients, accounts, jobs, ect into one place and since it’s this huge service it integrates with pretty much everything. For instance I use Evernote to …