Workflow best practices

Recommendation

Design for workflow modularity and reuse whenever functionally and technically possible.

Impact

  • Shorten development and decrease complexity of individual workflows.
  • Promote a more unified approach to business process governance in Collibra.
  • Avoid re-work, unnecessary complexity, and excessive workflows executing on obsolete or over-abundant workflow definitions.
  • Improve user experience and usability of forms in workflows.

Recommended action

  1. A Workflow, such as "Voting Sub Process", is an examples of out-of-the-box workflows that can be called by other workflows to achieve reusability, modularity, simplification and shortening of the calling workflow.
  2. Master workflow diagrams should visually include all called sub-workflows to provide an overall picture of the entire process flow.
    • Each sub-workflow should focus on a single, simple sub-process or function.

Topic area

Execution and Monitoring (Workflows)

Operating Model - Workflows

Validation Criteria

  • Determine if individual workflows can be modularized by functionalities.
  • Ensure the workflow diagrams are visually easy to understand.
  • Review the workflow process definintion.

Additional information

For more information, go to the following resources (requires Collibra login):