Workflow Process

What is a Workflow Process and why is it important?


workflow process planning

Workflow Overview

Workflow Process refers to a series of activities or tasks that need to be completed sequentially or in parallel to achieve a business outcome. In most cases, the process is linear and proceeds in a sequence determined by actions or pre-defined business rules. Workflow process mapping involves illustrating these activities and rules as well as identifying the actions whether they are automated, from another system, or human-based.

The process receives inputs and produces outputs. Work flows through the process and may be transformed or simply passed along to the next step by the workflow engine. Workflow analysis allows business analysts to determine the current state and build toward a future state that's more efficient.

While the idea of workflow processes began in the manufacturing sector, modern businesses have adopted the term to capture and optimize business processes. This is often referred to as "business process management." Business analysts use workflow tools like Integrify to automate these processes and eliminate as many manual steps as possible.

Workflow Process Example: New Hire Process

workflow process for new hires example

The process diagram on the right shows a straightforward new hire process workflow, diagrammed for clarity as a process flow. The various steps of the process may be handled by people spread across multiple departments over the course of the process. In some cases, a step may be handled by an automated function (for instance, sending out a thank you email or letter) while others will require human intervention.

Benefits of Automating a Workflow Process

  • 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 for 24/7 access to approve and monitor requests and tasks.
  • Allow staff and management to focus on value-added projects and 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.
  • 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 with business rules.

Want to see an automated workflow process in action? Watch our 2-Minute Demo or schedule a live demonstration.

Integrify's Approach to Workflow Process Software

Integrify is focused 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 goals.

Flexible: Start a workflow from scratch, start from a template or have our experienced service team build you what you need. Our software allows you to decide how your workflow runs. Choose tasks from a wide array of options and put them in the order that 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.

Watch a Workflow Being Automated

Interested in Automating Your Workflow Processes?

We have a variety of resources to help you on your journey to an automated workflow. 

Automate Any Workflow Process

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

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