Business can easily solve their operational challenges by automating their business processes. One way of doing this is by using workflow systems. With a proper automated workflow solution, these businesses can effectively manage their routine processes. The bigger challenge, however, is finding the right workflow system that works for their business. This mainly arises because most businesses are not sure about the kind of features that a workflow should have and if those features fit their needs. The worst thing is investing in a system that will cause more challenges than staying without. Considering this situation, here are some of the features that you should consider when choosing your workflow program.
First, you need to invest in a cloud-based system otherwise your organization will face some limitations along the way. One of the brilliant things about cloud-based technology is that it allows systems users to access, edit, monitor, and make approvals from any device anywhere. Besides, you would not have to invest heavily in software updates and other upfront infrastructural investments.
You should also consider choosing a solution with WYSIWYG (What You See is What You Get) form designer. Form being an essential piece, you should ensure that you are able to instantly see what the form will look like. In addition to this, the form designer should be simple to work with, not something that you have to pay someone to walk you through.
Another important feature that your workflow systems should not miss is the ability to create workflows in business steps. If you were to work with a system that let you create workflows in technical activities, you might not achieve value from the system because it is deviating from the way we think. Ideally, the system should let you think in linear loops while it handles the complex activities in the background.
To ensure that such a system can easily fit into internal operations, you should look out for the one that has KIP-based reporting. With such a program, you will be able to measure success and address any bottlenecks as they arise. Besides this, the system should also have a way of sending reminders especially for important tasks such as approvals.
As you start automating a process in your business, you will most likely be thinking of automating nearly all imaginable processes. While automating all your processes is a good move, you should also ensure that you have a way of monitoring the progress. So, you should look out for a workflow solution with SLA status indicators.
In addition to the above features, a good workflow software should also provide a way of managing information to be shared among different users. There is some information that is sensitive in nature and should only be shared among few concerned persons. In such a scenario, a system with customization capabilities will come in handy. The program should let you set the limit on what each person should access.
Essentially, workflows should not be operating independently of other procedures within your organization. For instance, sales reports, calendars, documents, contact details and cash flows are some of the important elements that cannot be separated from the system. Considering this, an ideal system should integrate with other cloud-based services such as QuickBooks, Google Calendar, or SalesForce.
First, you need to invest in a cloud-based system otherwise your organization will face some limitations along the way. One of the brilliant things about cloud-based technology is that it allows systems users to access, edit, monitor, and make approvals from any device anywhere. Besides, you would not have to invest heavily in software updates and other upfront infrastructural investments.
You should also consider choosing a solution with WYSIWYG (What You See is What You Get) form designer. Form being an essential piece, you should ensure that you are able to instantly see what the form will look like. In addition to this, the form designer should be simple to work with, not something that you have to pay someone to walk you through.
Another important feature that your workflow systems should not miss is the ability to create workflows in business steps. If you were to work with a system that let you create workflows in technical activities, you might not achieve value from the system because it is deviating from the way we think. Ideally, the system should let you think in linear loops while it handles the complex activities in the background.
To ensure that such a system can easily fit into internal operations, you should look out for the one that has KIP-based reporting. With such a program, you will be able to measure success and address any bottlenecks as they arise. Besides this, the system should also have a way of sending reminders especially for important tasks such as approvals.
As you start automating a process in your business, you will most likely be thinking of automating nearly all imaginable processes. While automating all your processes is a good move, you should also ensure that you have a way of monitoring the progress. So, you should look out for a workflow solution with SLA status indicators.
In addition to the above features, a good workflow software should also provide a way of managing information to be shared among different users. There is some information that is sensitive in nature and should only be shared among few concerned persons. In such a scenario, a system with customization capabilities will come in handy. The program should let you set the limit on what each person should access.
Essentially, workflows should not be operating independently of other procedures within your organization. For instance, sales reports, calendars, documents, contact details and cash flows are some of the important elements that cannot be separated from the system. Considering this, an ideal system should integrate with other cloud-based services such as QuickBooks, Google Calendar, or SalesForce.
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