Workflow management software helps businesses to streamline their everyday operational task assignment, management, and documentation processes. Through automating repetitive daily tasks, overall business productivity will greatly benefit. To effectively keep track of various tasks, workflow management solutions will usually provide a comprehensive overview of the status of all workflows. Advanced solutions can even generate metrics based upon business performance. Read the full software guide...
Workflow management software is used by businesses to help them streamline everyday operational processes such as task assignment, management, and documentation. As such, management personnel will be able to more easily gauge and analyze various potential areas for workflow improvement. Furthermore, through automating repetitive daily tasks, overall business productivity can significantly benefit.
To enable users to efficiently keep track of a range of processes, workflow management solutions will generally offer dashboard and reporting features that provide a comprehensive overview of the status of all workflows. Advanced solutions can go even further with features such as graphical process modeling and are able to generate metrics based upon business performance. Additionally, there can also be the ability to set up mobile and role-based access control, ensuring that every user can access their workflows regardless of location (which is especially of value for businesses with large or dispersed teams).
One of the key things to bear in mind before deciding upon a workflow management solution is how it will integrate into an existing technology stack. As workflows are dependent on the information gathered from various other business systems, it is crucial to opt for a solution that can ensure the simple transfer of data to and from, for example, a CRM that is already being used.
|API||Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.|
|Batch Permissions & Access||Control user or group access and permission settings for software or other systems.|
|Contact Management||Manage large amounts of personal or business contacts in a centralized system.|
|Customer Management||Manage customer databases and/or track outstanding shipments, payments and more.|
|Data Export||Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.|
|Data Import||Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.|
|Data Visualization||Data visualization features render a visual interpretation of data sets through the use of charts, infographics and other visual cues generally in form of a reporting dashboard.|
|External Integrations||Integrations with other software products or platforms to improve efficiency and compatibility across systems.|
|Inventory Tracking||Stay on top of inventory levels, to manage the storing, reordering or production of stock items.|
|Notifications||Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.|
|Project Management||Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.|
|Supplier Management||Manage suppliers and purchases required in the day-to-day operation of a business.|
|Third-Party Plugins/Add-Ons||Offers additional features or integrations built by third-party developers in form of plugins or add-ons.|