Workflow Management Software
Using automation to manage workflow can optimize your organization's operations for peak performance.
Workflow management software is used to define, automate, and improve an organization's business processes to improve efficiency, reduce errors, and increase productivity.
Every company uses a wide variety of different workflows to make sure 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 moving forward. This could mean emails, pop-ins, meetings, calls, Slack messages, etc. Managing this kind of manual workflow leads to mistakes, long turnaround times, non-compliance, and 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 management. 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.
New Account Setup
New Project Requests
For a list of detailed examples of where and how workflow management can be used, visit our Workflow Examples page.
While there are point solutions that attempt to handle distinct departmental workflow needs, 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?
Streamline and speed up internal processes by reducing manual entry and request handling.
Reduce errors and re-work.
Reduce the risk of improperly-approved requests, contracts, hires, etc.
Improve compliance with audit trails.
Increase output and increase productivity (this goes for people handling requests as well as requestors).
A unified, personalized request experience for employees.
For the complete list, visit our workflow management benefits page.
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.
For tips on buying your own workflow system, consult our blog post. We'll provide details on these quests for potential vendors.
We have a variety of resources to help you on your journey to an automated workflow.
To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.
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