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Choosing A Workflow

Choosing a Workflow is a crucial conceptual exercise within Presto PDCA that lays the foundation for effective task management. We strongly recommend that every new user take the time to thoroughly understand this concept before creating work orders and mapping them to the PDCA dashboard. Presto categorizes business activities into three primary areas: Run the Business, Fix the Business, and Change the Business (Grow the Business). Each category corresponds to a specific type of workflow, with its own dedicated PDCA dashboard, allowing users to report activities accordingly. Understanding these distinctions is vital for separating daily operational tasks (Run the Business) from issue resolution tasks (Fix the Business) and project-based tasks aimed at growth or change (Change the Business). Once this concept is mastered, users can confidently assign and manage workflows using pre-configured templates that align with their business needs, ensuring that every task is managed in the most effective way possible.

Fix-the-Business Workflows (ake Issue Management)
workflow examples

    job description
  • 1. General Issues
  • 2. Customer Complaints
  • 3. Hardware & Software Issues
  • 4. Safety Issues
  • 5. Conflict Resolution
  • 6. DMAIC

The default view of the Fix-the-Company Dashboard displays your activities categorized by type and easily filterable by status: To Do, Doing, and Done. This dashboard is specifically designed to manage issues and unexpected events, allowing you to separate them from routine tasks and standard business projects for more focused resolution.

Change-the-Business (aka Project Management)
workflow examples

    job description
  • 1. Just-Do-It: for high-value activity that requires minimal managerial sign-off
  • 2. Plan-Do-Check-Act: for activities requiring multiple layers of management in key moments
  • 3. Fill-Ins: low-profile activities that need to be done quickly
  • 4. Thank You Projects low-profile, low-value activities that take a long time
  • 5. R&D use this kanban when exploring and collecting info on new potential opportunities

The Change-the-Company Dashboard displays projects in the plan-do-check-act view. This dashboard is specifically designed for initiatives focused on adding new value and improving company standards, distinguishing them from routine operations and issue management to drive long-term growth and innovation.

The Eisenhower Matrix

Please take a moment to review this short video from VSB Financial Services on activity prioritization using the enhanced Eisenhower Matrix prioritization logic

Choosing your Workflow

1. Click here to access the 'Change-the-Company' (aka Projects) dashboard

2. Click here to add an activity on-the-fly from the dashboard

Constructing your project

3. Choose the team lead to whom the activity will be assigned

4. Choose the appropriate workflow based on priority

5. Choose the appropriate activity category (aka KSF- key success factor)

6. Click here to customize the title of the project

7. Click here to save

Tip: Congratulations! You have completed the exercise



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