Workflows that are handled manually over emails create a lot of confusion, and it is often hard to know where the problem is and what needs to happen next. Nowadays, great organizations manage their workflows efficiently with an online workflow management system (WMS or WfMS).
What is workflow management?
Workflow management is creating and optimizing the paths for data to complete items in a given process like finding redundant tasks, mapping out the workflow in an ideal state, automating the process, and identifying the bottlenecks or areas for improvement.
What is a workflow management system?
A workflow management system is a software designed to help streamline routine business processes for optimal efficiency and involves creating a form to hold data and automating a sequential path of tasks for the data to follow.
What does a workflow management system (WMS) Do?
When you are in the market for an online workflow management system, you need to know the tasks of WMS.
- WMS allows individuals to automate repetitive processes
- It follows up automatically on uncompleted tasks
- WMS Gives an overall picture of the workflow along with performance metrics
Feature of Workflow management system
If you are looking for a proper workflow management system, then you need to know about the features that every workflow management system should have —
- An intuitive, code-free workflow designer: A great workflow management system lets you think in simple linear loops while doing all the complex stuff in the background.
- WYSIWYG form designer: Your WMS needs to be simple with drag-and-drop since, in 2020, there’s no excuse for a form designer to be anything less than excellent.
- Integration with other cloud apps: Integration with other cloud apps is essential, your WMS should allow documents, sales reports, cash-flows, calendars, and contact details should all flow smoothly from your workflow tool to your CMS.
- Cloud-based technology: Your workflow management system needs to exist in the cloud to make it worthwhile for your company.
- KPI-based reports: A KPI-based reporting function in your workflow management system should let you see and analyze the glitches and where to focus.
- SLA status indicators: A sound workflow management system should be your one-stop shop for all the core processes in your organization. SLA indicators can let you know which ones are the most pressing and which ones can wait while handling other tasks.
Notifications when and where you need them: An effective business online Workflow Management System will send information via email or push notifications on your mobile to remind you of upcoming approvals and allow users to customize the kind of notifications they receive.
Transparent pricing: Role-based access control: A good WMS should allow you to customize what each user can see and edit without affecting historical requests.
Conclusion
The best Workflow Management Systems operate on a monthly pay-as-you-go model where the fees are all-inclusive of running costs. Be aware of workflow systems in the market that don’t tell you the price right on the website, meaning they are trying to figure out how much they can make out of your company’s size and reputation. While you are paying for the software, Don’t settle for something less than amazing.
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