We understand how key well-laid out process flows are for mapping each stage of the business processes our customers deal with every day. Traditionally crafted up using expensive software or other somewhat clunky online formats, process flows should be a core practice within any industry in order to better standardize every phase and minute detail of how your business is run.
Interactive decision trees are quickly becoming a preferred solution for improving process flows, providing a powerful, yet simple platform for building and running through any process, click-by-click. Below we’ve outlined some of the biggest ways that decision trees can improve process flows in many major departments or areas of focus for your business.
3 Uses of Decision Trees for Process Flows
1. Streamlined Scheduling
Whether you’re referring to scheduling patients or customers for an appointment, internal meetings, or production planning, an interactive environment is one that can do it all. Already a comprehensive platform for clicking through predefined paths, decision trees allow businesses and organizations to schedule and collect any associated data needed.
In the case of Spokane ENT (a specialty medical practice in Washington), decision trees for scheduling have enabled them to optimize scheduling, help agents intelligently pre-diagnose patients and collect key medical information in a secure environment, and ultimately eliminate unnecessary appointments.
Pro Tip: Integrate decision trees with Calendly to make scheduling simpler.
2. Improved Procurement
Procurement is another process that, when well-defined and executed internally, helps keep business operations purring away soundly. However, procurement is an intensely in-depth, complex business function that requires a lot of careful planning and powerful technology in order to perfect. Improving procurement can mean a myriad of things – chiefly that your organization will save money, grow revenue and business opportunity, and create a more sustainable environment for managing purchases and delays.
For PMI, utilizing decision trees to improve the procurement process flow has been an incredible asset, as they allow employees to be guided through complicated purchasing journeys effortlessly. PMI’s decision trees have automated process flows with a standardized approach to ensure one set of procedures are being followed for every purchasing decision.
Pro Tip: Use logic nodes in decision trees to assign a series of rules based on specific conditions being met.
3. Better Communications
CRM and other communication systems are the ideal way to guide potential new customers, manage and maintain relationships, and communicate directly about important or relevant company updates – this is one business process flow that should never be left cooling down on the backburner. One of the most straightforward ways to improve existing CRMs (like Zendesk, Freshdesk, etc.) is to integrate its features with decision trees.
Interactive decision trees connect seamlessly with any CRM system to simplify complicated processes, help customers find solutions and navigate complicated forms, and more. For companies using an email communication tool to get in touch with new, existing, or old customers, Zingtree decision trees can also be linked up with MailChimp in order to make the steps from entering an email address to add any information collected during a session into an email list.
Pro Tip: Create a master tree to link all individual trees to one centralized location.
Having a firm grasp on your businesses processes and a well-ironed out process flow for each main area will only help to make your company that much stronger. Armed with decision trees that can simplify, streamline, and reduce friction within many process flows, any area of focus – from customer service to procurement management – can be vastly improved on.
Ready to improve process flows within your business or organization? Please get in touch with us!