Workflow Product Overview

A workflow product can have a dramatic impact on productivity and efficiency

 






workflow product connecting departments

Workflow products allow a business to automate tasks related to business processes. On the surface, this sounds very straightforward, but few business workflows are just a simple set of tasks to be performed.

Workflow Products Connect Departments

For example, many processes cut across departmental or business unit silos, leading to disconnected workflows. In other cases, there are a variety of process decision points that are confined to one person's purview. This "tribal knowledge" causes serious gaps when that one person is unavailable or no longer in the same position.

However, as we'll discuss, employees are more productive and administrators (HR, Finance, Operations, IT, etc.) spend less time managing information when a workflow product is implemented.

Finding the Right Workflow Software Product

Because workflow management should become a strength across all aspects of a business, every organization can benefit from the adoption of a workflow product. Consider the following areas when selecting a workflow tool:

  • Ease of use and speed of implementation
  • Resource needs for implementation and support
  • Features
    • Visual tools for developing live process diagrams
    • A variety of task types that can be utilized in the process
    • A form design tool for data capture as part of the process (e.g. a request form)
    • Task assigning and routing
    • Alerts, reminders, escalations
    • KPI tracking and reporting
    • A self-service process portal where users can launch and view process status

workflow product example
Workflow Product Example (Click for Larger)

Benefits of Workflow Products

  • Provide a unified, personalized experience for employees.
  • Give employees 24/7 access to approve and monitor requests and tasks.
  • Better align tasks with the skillsets and assign tasks to the most appropriate staff members.
  • Drastically reduce paperwork and associated costs and waste.
  • Eliminate circumvention of organizational business rules.
  • Identify and remove process barriers, bottlenecks, or redundancies.
  • Identify performance trends (group and individual) over time.
  • Improve compliance with audit trails.
  • Monitor team progress against Service Level Agreements.
  • Provide staff members with reminders and alerts when tasks age.
  • Streamline and speed up internal processes by reducing manual entry and request handling.
  • Track request status (completed, pending, or in-progress, etc.) in real-time

Integrify's Workflow Product

Integrify is focused on providing a platform for building the workflows that make the most sense for your business. Since no two companies are alike, we built Integrify to be flexible and extensible.

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.

Powerful: Some 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.

Interested in finding the right workflow product?

Some great places to find the best workflow include Capterra and G2, which are software directories that allow you to compare and contrast the different workflow management software providers.

Learn More About Integrify

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

Automate Any Business Process

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


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