Found our list of Workflow Management Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!
Buyers Guide Content
A business process is comprised of a series of tasks. Take, for example, hiring a new employee. Before a candidate gets hired, there are several steps involved right from resume screening to scheduling the interview, assessment questions, etc. All the steps taken towards candidate hiring would form an essential part of recruitment workflow management.
The one goal on which the workflow management system is based is business process improvement. Workflows are to be monitored in a manner that only leads towards higher productivity and revenue. Efficient workflow management leads towards:
The workflow is a mechanism used for completing projects and tasks on time. Finalizing vendors for the supply of certain products is another good example. Here the several steps taken to finalize the supplier would represent the workflow. And automating these steps for higher efficiency would involve effective workflow management.
Here are the three top workflow management strategies for achieving the best results:
A centralized database for controlling the business operations and tracking workflows is possible with workflow automation software. You can go through the list here to understand how the workflow automation tool can further help strategize your workflow.
Automated optimization of business processes is what workflow management is all about. Workflows today are of two types:
A workflow management system helps improve the functioning of different business processes. It helps automate different business functions by creating a sequence of events. Workflow automation software further assists in identifying loopholes in processes and areas of improvement.
Deploying a workflow management software would mean automation of both sequential and parallel workflows. The best workflow systems help with:
Workflow software helps with workflow management in the following three steps:
Optimize business operating procedures and business workflows using workflow management software. Some of the major workflow management software features are:
Role-based access controls allow team leads and managers to involve only specific members of a team in their designated tasks. Paid and free workflow software, therefore, helps make these assigned team members aware of their responsibilities and KPIs (key performance indicators).
Using a workflow management tool, you can set up workflow patterns for all types of tasks- interdependent, complex, and simple. Workflow patterns make handling of parallel processes easy and simplified.
Workflow automation software lets you not only assign task roles but also reassign them as and when the need arises. Here you can also set deadlines and constraints for task completion.
Workflow management software helps teams create a centralized database for resources. In such a database, tasks can be systematized visually using tools like Kanban boards. This becomes an internal knowledge base offering better collaboration, productivity, and output.
Features of cloud-based workflow management systems and workflow management apps can be accessed even while you are on the go. There is no need for complicated software installations because of the platform's cloud-enabled support.
A code-free workflow designer within workflow tools is important for representing tasks in simple linear loops. This is unlike straight lines or complex diagrams. You can deploy workflow software for visualizing tasks in a code-free environment.
‘What You See Is What You Get form designer’ feature is used for different purposes like displaying live data from any website or linking forms to another database. Popular document workflow automation tools even let you add maps, calculations, texts, and numbers to a form with ease.
KPI reports help assess how well your workflows are being streamlined by a workflow tool. KPI-based reports let you examine all underlying issues and bottlenecks to a successful WMS implementation.
Status or SLA indicators are used for identifying tasks that need immediate attention as compared to the ones that can wait. These indicators use color codes for differentiating priority tasks from others.
Parallel branches are required for sequential tasks. Using workflow automation software, you can add branches before creating conditional tasks.
Automating business workflows for better compliance is easy and quick with workflow tools. Here is a list of other benefits of business workflow automation systems.
Workflow software solutions offer workflow visualizations for easy task management. Using the drag and drop methodology, the software captures the complete activity cycle and represents it in Kanban boards to make it easier to understand. The same can be distributed amongst members of the team through such workflow systems.
Paid and free workflow software help with agile process management so that running and changing tasks even while you are on the go is hassle-free. Renaming tasks, assigning works, and deleting steps are easy when done using workflow systems.
All kinds of workflows- simple, conditional, or complex multi-stage types can be simplified through workflow tools available with the approval systems.
Automated task assignment lets you automatically assign tasks to the concerned stakeholders. You can also use this module for automatically assigning tasks to multi-users, departments, and those with form data.
Workflow management software lets you add easily custom tables into forms. Besides, this feature can also be used for supporting different field types for arranging the flow of information.
Popular workflow management solutions support single sign-on for seamless authentication. You can also use this portal for launching new requests as well as monitoring status reports in real-time.
Scheduling meetings or hosting reminders, can be accomplished using workflow management systems. The better the calendar management, the better would be business efficiency.
Automated progress reporting or collaborating with the team members, all is easy with the Nifty document workflow automation tool. The software is considered the best for its multiple tools that help with managing the entire project lifecycle.
Freshservice is a powerful service and workflow management tool for automating the internal processes of a business. You can also use the software for approving workflows and automating agent requests. Through Freshservice, you can define the trigger rules.
Automating routine tasks and customizing the workflows can be done efficiently with Hive workflow automation software. You can also use this application for integrating with other tools within your system for easy task management.
Automating multiple processes like payments, marketing sales, and related business processes is easy with Automate.io. The software also offers connectors for SaaS/cloud applications as well as data mapping capabilities.
Create custom workflows to streamline all your business processes with the Integrify workflow system. Decrease errors associated with doing manual entries, track requests and identify the key performance trends with this workflow software
|Workflow Management System||Features|
Author: Kalpana Arya
Some of the best free workflow management systems are: ProofHub- ProofHub is one of the best free workflow management system for growing teams and businesses. Along with a centralized knowledge database, the software supports role-based access control for easy task management. You can also use ProofHub for its robust reporting and status representations. ProWorkFlow- ProWorkFlow lets businesses establish better control and visibility across projects. This free workforce management system helps with instant messaging and quick replies for better collaboration. The software further provides Gantt chart timelines for easy task management. KissFlow- This workflow management system in cloud computing is best for managing business processes of all types of enterprises. Designing and customizing the business applications is easy too with KissFlow document workflow automation tool. Creatio- Tracking all workflows and adjusting them as per the changes in a business landscape is easy with Creatio workflow automation software. The best part about using this application is it can be integrated with social networking, CRM, ERP and e-commerce services on your device. Monday- Keep the entire team in the loop and streamline all business discussions with Monday workflow tool. Robust integrations, advanced customizations, reporting task monitoring, all is easy with this workflow management tool.
Here is a list of top functional requirements of a workflow management tool: Interlinking of different business processes for giving end-users access to applications and web portals Integration with third-party applications Customizable decision-making engine for implementing workflows Document management and advanced reporting capabilities Task encryption along with advanced authentication services Immediate notifications set up for multiple users to track workflow progress Drag and drop interface Screen builder for creating interactive forms
Combine tasks, files and calendars for standardizing business procedures through open source and free workflow software. The best open source workflow software that would help you in this journey are: Apache Airflow Camunda Trello Cflow ProcessMaker Bonita
Workflow management system is also known as the project management solution designed to help businesses execute tasks and meet project deadlines. Workflow systems as the project workflow software perform the following functions: Implement all changes that are required based on the data collected and the discussion done for improving workflows. Workflow management software is deployed for greater efficiency. Workflow tools help with analyzing the workflows using various support features like Kanban boards, Gantt charts and a centralized knowledge base.
Last Updated on : 07 Jul, 2022
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Approval workflow software helps improve process visibility by automatically approving pending requests. The software works by: Finding out first what the approval request is Assessing what exactly the request is Checking the time on which it was submitted Finding out the date on which the request got approved Who approved the request All communications done so far Capturing metadata Some situations where approval workflow software is deployed: Contract approvals Software approvals Approval for hiring new candidates Capital expense approval IT project request