Workflow Management

Workflow management is the coordination of tasks that make up the work an organization does.

Workflow management

Workflow Management Solution automatically routes notifications and documents to one or more people for their acceptance and approvals. As files are electronically routed, approvals are recorded in the system. 1. Workflow management provides clarity on what happens at each stage of the workflow until the endpoint.


• Enables streamlining of repetitive processes. • Provides an infrastructure where tasks can be defined and executed. • Defines the tasks involved in each step of the process. • Automatically follows up on unfinished tasks in the process. • Synchronizes tasks in every stage of the process chain. • Sets up, executes and monitor workflows, and adapts to changes along the way. • Coordinates the operation of individual components that constitute the workflow. • Provides overall visibility of the workflow along with performance metrics. • Combines a number of tools into one easy to use platform. • Helps users keep up and keep tab of sequences in operation. • Allows operation staff to adjust and update process model to follow changes in an evolving business process.• Allows custom email notifications regarding workflow status to concerned individuals


• User Friendly - a simple form designer that can be easily filled by users and which you can view in real time is a necessity. • KPI-based reports- This gives you the visibility you need to look into your workflows. • Reporting feature enables you to see and analyze where obstacles are and where to focus your attention to provide remedies and improvements. • Process status indicators- When automating several processes you need to know quickly which ones are on track and which ones are not. • The software uses color codes or similar features to inform you about the workflows you need to concentrate and work on. • Role-based access control. Workflows may contain sensitive business information that may not be applicable or accessible to all. • Workflow management systems allow you to customize and control what each user can see and edit based on their role. • Notifications and reminders- Individuals will abandon and forget a task if they are not reminded that they are in the next stage of work in the process, and that some task are incoming. • An effective workflow management system will send notifications via email or push notifications on your mobile of upcoming tasks or approvals. • Users should also be able to customize the kind of notifications they receive. Integration. • Workflows by their nature should be able to operate with other processes, systems and software. Documents, sales reports, cash-flows, calendars, and contact details are all vital elements that must be included as a part of the workflow itself. • They must likewise allow integration with common services that you use such as Google Calendar, Zendesk, Quickbooks, SAP, and SalesForce etc.

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