Workflow Software

Workflow software can have a dramatic impact on productivity and efficiency

 






Workflow software allows businesses to automate tasks related to business processes. On the surface, this sounds very straightforward, but few business workflows are a simple set of tasks to be performed. 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 software system is implemented.

Getting Started with Workflow Software

Because workflow management should become a strength across all aspects of a business, every organization can benefit from the adoption of a workflow software solution. 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

While these are robust, enterprise-class tools, smaller businesses and departmental process improvement teams can take heart as there are great tools available to fit every budget in today's workflow software marketplace.


workflow software example
Workflow Software Example (Click for Larger)

Benefits of Workflow Software

  • Streamline and speed up internal processes by reducing manual entry and request handling.
  • Reduce errors and re-work.
  • Reduce 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.
  • Track request status (completed, pending, or in-progress, etc.) in real time
  • Identify performance trends (group and individual) over time.
  • Reduced license overhead for enterprise systems (ERP, CRM, etc.)
  • Monitor team progress against Service Level Agreements.
  • Identify and remove process barriers or bottlenecks.
  • Better align tasks with the skillsets and assign tasks to the most appropriate staff members.
  • Drastically reduce paperwork and associated costs and waste.
  • Reduce need for manual decision making and handling with business rules.
  • Identify 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.

Where does it fit in our technology stack?

When evaluating workflow management options, some businesses consider full business process management (BPM) suites. These suites include a laundry list of features including modeling, simulation, business resource planning and a variety of workflow tools that, in most cases, are overkill for most situations. In addition, they tend to be very expensive with a steep learning curve. They make sense for companies embarking on massive, enterprise-wide business process re-architecting initiatives.

Others consider dedicated online form solutions. These solutions offer a simple form building tool that triggers an email and saves form input data. While some of these solutions are very well-designed and user-friendly, they also don’t profess to be more than a straightforward way to collect form data, especially for one-time events.

Unlike these solutions, workflow software provides the critical components of BPM suites (tools for building automated processes, forms, reporting/auditing and a user portal) but more robust than simple form automation solutions. Most businesses are looking for a straightforward way to automate business workflows for HR, IT, Finance, Operations, Marketing, etc. and replacing paper or email-based requests. That’s where workflow software like Integrify excels.

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.
  • 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: Install plug-ins, connect to other systems and embed widget versions of your forms wherever you need them.

See Integrify in Action!

No matter the platform, Integrify's workflow software can help improve and streamline your business workflow.

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