Workflow Software | Productivity and Efficiency
Workflow software can have a dramatic, positive 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 just 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.
Because a workflow solution 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:
Workflow improvement projects that linger for months and years are more likely to fail. This can be due to the complexity of the chosen software and difficulty training administrators. By selecting a workflow platform that focuses on ease of use and rapid adoption, projects can hit milestones and prove value faster.
This doesn't mean you need to sacrifice scalability and features, it just means to consider how everyday users will interact with the tool while you evaluate vendors. Often a pilot or trial program with the software can help determine which system will be adopted more quickly.
If there is a well-trained, experienced team in place that will implement and manage your workflow tool, you will be in a good position to succeed. If not, you will need to rely, at least in part, on the vendor for implementation and ongoing support. For some workflow software vendors, this is not necessarily part of their business. These vendors may offer a turn-key solution and expect their involvement to end at technical support tickets.
Other vendors will offer full-service implementation, coaching, training, and hands-on assistance. This is an important consideration when evaluating vendors. If you expect to need robust service and support you'll want to find a full-service vendor that offers this.
Feature sets across workflow vendors vary greatly, depending on their chosen market. Some may offer AI, Robotic Process Automation, machine learning, etc. while others will focus on providing best-of-breed core features like those below. Depending on your needs, these advanced features may be considered "nice to have" vs. "essential."
Focusing on the core features of most workflow, these are the must-have feature sets to evaluate:
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.
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.
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.
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 workflows and processes, request a demonstration or trial of Integrify.
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