Workflow Process

What is a business workflow process and how does it help achieve business outcomes?

workflow process planning

Workflow Process Overview



The definition of "workflow process" is a series of human or machine tasks that must be completed sequentially or in parallel to achieve an expected business outcome. The process is usually linear and proceeds in a sequence determined by actions and governed by pre-defined business rules.

workflow process in action - see Integrify

See a Workflow Process in Action

Related Terms

Process Mapping

It involves illustrating these activities and rules and identifying the actions, whether automated, from another system or human-based.

Workflow Engine

A process receives inputs and produces outputs. Completed tasks (human or machine) propel the process forward and can be transformed or passed along to the next step by the process engine.

Workflow Analysis

Workflow analysis allows business analysts to determine the efficiency of the current process and build toward a more efficient future state and a specific organizational goal.

Business Process Management

While business workflow processes began in the manufacturing sector, modern businesses have adopted the term for capturing and optimizing business processes. Processes are often referred to in a "business process management" context in a business context. Business analysts use workflow tools like Integrify to automate these processes and eliminate as many manual steps as possible.

Task Management

While we often think of task management as an individual discipline, it can also be looked at organizationally. These assigned tasks in a department or organization-wide process contribute to a larger goal. Managing these tasks, often across different business silos, requires a centralized platform used by all employees.

Team Collaboration

As mentioned above, teams often need to collaborate, share files, relay information, and provide status updates to make work flow properly across departments. Collaboration is bolstered by tools that make communication a seamless part of any process and provide a record of all activities and comments.

Types of Workflows

There are many types of workflows common across all industries and departments; here is a selection of the processes we see most often.


IT Service Requests

Security Access Requests

New Account Setup

Change Requests

New Project Requests

Security Incidents

Software Asset Management


CapEx/AFE Requests

Expense Approvals

Salary/Wage Changes

AP Automation

Grant Management


Campaign Approvals

Collateral Approvals

Brand Management


Office Relocations

Resource Scheduling

Facility Access

Move Requests


Quote Approvals

Pricing Discounts

Proposal Approvals

Product Discounts


Legal Holds

Contract Reviews

Client Intake


Benefits Changes

Timesheet Approvals

New Hire Management

Employee Onboarding

Employee Offboarding

Vacation Requests


Procurement Process

Capital Approvals

Vendor Management

Invoice Approvals

Product Pricing


Complaint Management

Maintenance Request

New Product Request

Example: New Hire Process

workflow process for new hires example

The workflow diagram on the right shows a straightforward new hire process, diagrammed for clarity as a process flow. People across multiple departments may handle the series of steps throughout the process. Sometimes, an automated function may handle workflow steps and take action (for instance, sending out a thank you email or letter), while others require human intervention.

To see a real-world example of this process, visit our Process Apps area.

Benefits of Automating a Process

Some benefits of automating processes and having workflows running smoothly, like efficiency, productivity, and better accuracy, are immediately apparent. However, as many of our customers realize later, a wide variety of follow-on benefits appear once a workflow automation system is in place.

  • Streamline and speed up internal workflow by reducing manual entry and request handling.
  • Track request status (completed, pending, or in progress, etc.) in real-time
  • Identify performance trends (group and individual) over time.
  • Identify process redundancies.
  • Switch from single to parallel processing of tasks.
  • Eliminate circumvention of organizational business rules.
  • Provide staff members with reminders and alerts when tasks age.
  • Allow 24/7 access to approve and monitor requests and tasks.
  • Allow staff and management to focus on value-added projects instead of repetitive tasks.
  • Reduced license overhead for enterprise systems (ERP, CRM, etc.).
  • Monitor team progress against Service Level Agreements.
  • Identify and remove process barriers or bottlenecks.
  • 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.
  • Provide a unified, personalized request workflow experience for employees.
  • Better align tasks with the skillsets and assign tasks to the most appropriate staff members.
  • Drastically reduce paperwork and associated costs and waste.
  • Reduce the need for manual decision-making and handling of business rules.


Three Tips for Automating Your Process or Workflow

Automation workflows are a great way to streamline processes and save time. However, there are some essential things to remember when setting up and using automation to ensure processes run efficiently and without issues. Here are three tips to keep in mind when using automation workflows.

Tip 1: Plan Thoughtfully

Before using automation workflows, planning out your process carefully is essential. Could you take the time to understand the scope of the workflow, document the steps and data points, and decide which tasks are best for automation? This will help you avoid any costly errors or delays in the future.

Tip 2: Monitor and Adjust

Once your automation workflow is set up, monitoring the process and making adjustments as needed is crucial. Note any errors, latency issues, or other possible bottlenecks and take the necessary steps to address them. This could mean reassigning tasks, using group tasks, adding escalations, etc.

Tip 3: Consider Security

Finally, when implementing automation workflows, it's critical to consider security. Be sure to restrict access to sensitive data, use authentication and encryption, and review logs regularly to ensure no unauthorized access to data or systems.

Integrify's Approach to Workflow Process Automation Software

Integrify focuses on providing a platform for building customized, department-specific, and use case-driven automated workflows. Since no two companies are alike, we built Integrify to be flexible and extensible to meet your organization's business workflow management goals.

Flexible: Define workflow from scratch, start from a template, or have our experienced service team build what you need. Our software allows you to decide how your workflow runs. Choose tasks from various options and put them in the order your business rules dictate.

PowerfulSome of the largest companies in the world rely on Integrify to reliably power their most critical workflows (think cybersecurity response, customer onboarding, capital expenditure requests, etc.)

Extensible: Connect to other systems and embed widget versions of your forms wherever you need them, including intranets, Web pages, and other systems like SharePoint.

Service: Besides a robust, flexible workflow automation platform, Integrify provides white-glove onboarding and process design by seasoned, professional implementation staff. Get up and running quickly with guided help and hands-on work from the Integrify team.

Watch a Workflow Being Automated

Frequently Asked

How do you create a process?

Learn how to design a process by reading our blog post, "How to Design a Process."

How do you write process documentation?

Read our blog post "How to Write Process Documentation."

What is the best tool for process automation?

Check out our page, "Best Workflow Management Software," to learn more about available tools and considerations.

What are some examples of workflows that can be automated?

You'll find many great ideas for processes and workflows that can be automated on our workflow examples page.

Interested in Automating Your Workflow?

Check out our Automation Resources or schedule a demonstration.

Automate Any Workflow Process

To see how quickly you can begin automating your workflow, request a free demonstration or trial of Integrify.

Get a Free Demo

Users love Integrify on G2

Integrify Inc BBB Business Review