Workflow Management Software
Workflow management software positively impacts work efficiency, productivity, accuracy, and customer experience.
Workflow management software is used to define, automate, and improve an organization's business processes to improve efficiency, reduce errors, and increase productivity. For more on workflow management systems, visit this article on Wikipedia.
Every company uses a wide variety of workflows to ensure tasks are completed and business goals are reached. In many cases, these workflows and processes require a great deal of human intervention to keep the flow of work moving forward. This could mean emails, pop-ins, meetings, calls, Slack messages, etc. Employing this kind of manual workflow management leads to mistakes, long turnaround times, non-compliance, and a host of other issues.
Truly managing your organization's workflow means documenting, automating, and improving the way work gets done. Let's get started with a few examples.
Every organization and every department has its own use cases for workflow solutions. For instance, Finance might need to automate expense requests while HR might need to automate employee onboarding workflow. Meanwhile, IT might need a system to handle cybersecurity incident management. Each of these workflows is different, with different forms, routing, logic, etc. Here are some examples of departmental workflow management use cases.
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While there are point solutions that attempt to handle distinct departmental workflow needs like onboarding employees, managing invoices, etc., some organizations find that implementing a workflow platform that is departmentally agnostic and flexible while remaining easy enough for business users to manage is a better way to go.
At the end of the day, why do companies invest in workflow software to replace manual processes?
Workflow management software can be deployed however you need it. For instance, we offer cloud-based SaaS, private cloud, or on-premise versions of Integrify so you can meet any organizational or regulatory standards as needed. We'll help you get up and running no matter what version you choose and all versions have the same features and tools.
A typical deployment includes a best practice project management framework with our service teams which you can read more about here. Our service and implementation team are experienced and focused on getting you up and running quickly. We also provide ongoing coaching and training as needed.
The process for rolling out an automated workflow to a department or organization typically looks like this:
For more on implementing a new workflow, check out our blog.
Vendors have different approaches to integration. Here are a few that you're likely to run across:
Vendors that offer professional services should be able to provide a good estimate of when the solution will be rolled out publicly (or at least to a pilot group) because, while every situation is unique, established vendors have seen pretty much everything and will have a frame of reference from which to draw. They may also have a variety of prototypes or proof of concept options that can be leveraged prior to signing a contract. These will give you both an idea of the vendor's capabilities and the likely timeline for rollout.
You can get a sense of how easy a system is to use from watching a live or recorded demonstration but a better approach is to request a trial account with a pre-built process you can reference. This will give you a chance to share the actual working environment with anyone who may be using it. Put yourself in the mindset that you have already purchased the system and you need to get things done in it. How hard is it to use? How does the interface make you feel, considering you and others may spend a lot of time in it? Check out the Help site as well. Vendors who value user experience will leave you feeling secure and confident.
Cloud-based software has distinct advantages over premise-based software but it's not always A) your call and B) allowed by your industry. Some industries require software solutions to be completely under their control and within their firewalls (think financial, government, legal). In addition, some organizations need to integrate with on-premise systems (for instance Active Directory) that will only connect to other premise-based systems. These situations dictate a premise-based solution.
We have a variety of resources to help you on your journey to an automated workflow.
We have a variety of resources to help you on your journey to a managed workflow.
To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.
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