Build Efficient Processes with Swimlanes
Visualize every step of your workflows with swimlane process maps — clarify roles, eliminate bottlenecks, and build repeatable systems your team can follow. Learn how to build a swimlane diagram for your ops.
Open Miro Swimlane TemplateWhat is a Swimlane?
Swimlanes are flowcharts that document your internal processes from start to finish. They identify each team member's task and requirements. Swimlanes visually display each step of a process to keep teams synced and fix pain points that hurt your bottom line.
Document your processes
Choose an important internal process and list each step from start to finish. Interview the people doing the work. Document ownership, inputs, outputs, handoffs, review points, exceptions, and each step's definition of done. Capture what works and where the process breaks down.
Find Solutions
With your important processes mapped, identify any challenges, problems, or inefficiencies. Ask yourself whether your challenges stem from your team or your technology. Assess whether your existing software offers solutions you're not leveraging. Share your Swimlanes with your team and ask for their solutions. Be receptive. Include all stakeholders in the decision-making process.
Steward of Good Change
Find an internal champion and empower that person (maybe to start that's you). Incorporate one-on-one training and full team workshops with everyone involved in the process to encourage adoption. Address hesitancy and detraction with a genuine desire to help your team grow. Help your team understand how changes benefit their role.
Fast, tangible benefits for your firm.
Swimlanes are powerful tools to unlock greater staff efficiency, productivity, and client satisfaction. By documenting processes, streamlining workflows, and visualizing responsibilities, you can stay ahead of the curve in a rapidly evolving accounting landscape.
Open Miro Swimlane Template