Top Features to Look for in a Workflow Management Solution from Task Train's blog

Workflow and business administration are two concepts that are very dissimilar from one another. The software compiles all of the available workflows and shows them in an intuitive user interface, even if the main idea is to select a task and create a sequence of steps to do it effectively.

 

Using a workflow tool serves the objective of providing employees with a break from

 

●            Repeated activities

●            Ineffective procedures

●            Handling of paper-based documents

●            Process bottlenecks

 

You may now easily find hundreds of different software packages competing for your attention, which is a major drawback in today's world.

 

Some of them will appear enticing, but the true program flaws or feature deficiencies won't become apparent until you begin using them extensively. If the most crucial features can be determined and tested before being implemented across the entire firm, the money can be used more effectively.

 

What Function Does a Workflow Automation System Serve?

 

Here are the key components that every workflow management system should include. Depending on your budget, the product's price may vary, but the main objective should be achieved. The program should serve as a tool for creating a more efficient and collaborative workplace for your staff.

 

●            Encourage staff to abandon tedious tasks and automate them

●            Make it simpler to follow up on unfinished business and send automated alerts

●            Gives a summary of all activities being done while using analytics to comprehend potholes

 

It ought to have a tonne of other features as well. Workflow management can significantly alter how tasks are managed in the office with the proper implementation.

 

Essential Elements

 

·       Programming is not for everyone, yet every Workflow Management System should include this feature.

When approached to handle software that relies on coding, most users will hesitate. Any workflow management solution should at the very least include a graphical user interface or GUI. Everyone on your team can take control of it, complete approvals, and even create new procedures without the assistance of the development team.

 

They frequently throw complicated information to the side in favor of what they need. The majority of the time, papers like PDFs, paperwork, and invoices are required to complete a project. To work effectively, all they want is a code-free workflow environment.

 

·       See, click, and finish.

A straightforward guiding principle that the design feature should follow when it is integrated into a big program that is intended to be used simultaneously by several or thousands of users. A new user only sees accept and reject buttons when viewing the workflow.

 

The equation that should be used in this case is referred to as the WYSWYG formula in technical parlance. The goal is to have things finished without requiring more technical aid, and not to complicate things. It should be simple enough for the average person to use without much assistance from a technically adept person.

 

·       Support for outside applications

The ability to integrate your business with other well-known third-party cloud-based apps is the most frequently requested feature ever for increasing productivity.

It would be a fantastic approach to let staff carry on working exactly as they've always had if the software you select can handle all of them. The overall procedure is the same, with the added benefit that all of these dissimilar systems seamlessly integrate thanks to one source of information.

 

·       Storing documents in the cloud

All parties involved can access the files they have stored in the cloud at anytime, anywhere. Important papers should be encrypted to ensure that the data is secure and unintelligible even in the unlikely event that somebody was to obtain the document. It barely makes sense in the present digital era to save all of your confidential material on a windows machine or hard drive. Additionally, procedures like invoice approval need the assistance of several teams, and each team must read and approve the documents after verifying them.

 

Maximum access and a flawless procedure are provided by having cloud access to all of the files submitted inside the workflow system. The auditing procedure will also be made easier, and upper executives and judges will be able to review and submit comments with simplicity.

 

·       Information to help you spot blockages

The capability to watch the full workflow process from above is another crucial feature. Implementing a process is only the first step, after all, as there are inevitably many flaws in a process. They need to be handled as soon as possible, and only thorough company activity monitoring and analytical reporting may lead to such realizations.

There are numerous steps when a workflow is formed, regardless of whether a process contains a lot of steps with a high possibility of mistakes or if it is looped purposelessly. A business probably performs at a dozen or even more workflows, so a thorough KPI report can assist understand how long they take and how to speed them up while still giving workers the technical assistance they need.

 

·       Overview or Quick Look Feature

Every business will execute several or at minimum a few, workflows simultaneously. Administrators frequently find themselves unable to manage every one of them simultaneously. The ability to quickly and easily review every task will be helpful in these circumstances.

 

It is a practical option thanks to the procedure because you can see everything from the dashboard. A unified solution can also be used to solve problems such as delays in specific processes or obstacles that need to be removed from particular programs. It is greatly simplified by straightforward concepts like color-coded process management.

 

·       Reliable Information

Every business relies heavily on the idea of notifications to keep staff informed of current events, current actions, and emergencies. Being capable of sending salaries on time without a manager having to check in is a huge benefit for finance teams.

 

Staff workers in several departments, including administrative, operations, and invoicing management, have access to the alerts function. It promotes prompt completion of tasks, prompt response to reminders, and overall productivity and quality maintenance.

 

·       The capacity to divide into parallel workflows

A lot of work should be done simultaneously so that members of the team can operate individually and complete assignments. The simultaneous workflow must be handled flawlessly by the software to avoid making users wait for a certain individual to do the activity.

 

·       Role-based file access and management

Confidential materials cannot be distributed to the entire team since not everybody has the authority to make important decisions. In addition to maintaining privacy controls in papers and tasks being completed within the company, role-based access makes it easy to identify any errors that may have occurred.

 

Conclusion

 

Small and medium-sized businesses with a global presence employ Task Train, a potent workflow automation program. Everything is incorporated within a small, accessible software application that is backed by a competent technical team to guarantee that the processes of your business are managed efficiently.