Workflow ChartSteyer creates process documentation for managed work, in part to make it easier for our team to navigate the project successfully and in part to provide as much transparency as possible for our client contact. This is an example of one of our credentials flowcharts, created in Microsoft Visio. It’s part of a larger document that uses color coding (for roles), shape (for type of activity or document), and icons (calling special attention to certain points in the flow) to guide team members through a complex onboarding process.