3 Examples of Workflow Software [How to Choose Free Workflow Software]

 

• What Is Workflow Management Software Part 1
• 3 Examples: Use Cases for Workflow Management Systems Part 2
• Top Features to Consider in Workflow Management Software Part 3

 

Part 1
What Is Workflow Management Software?

Workflow management software/system is an automated tool that can help you create, automate, and monitor various business processes.

This software enables you to create digitized business workflows, which ultimately helps with:

• Process Execution and Standardization — with this software, you are assured that every employee follows the best workflow version, which results in uniformity and quality.
• Process Automation — through automated email and push notifications, this software keeps a continuous communication tunnel from one employee to the next, thus enabling successful project execution and completion.

Status.net – free workflow software (click here to create your account)

Part 2
3 Examples of Use Cases for Workflow Management Systems

1. Employee Onboarding

   Your employees are the wheels on which your business runs. Through creating a meticulously structured employee onboarding process with this software, work processes can run smoothly.

2. Document Approval

   With a workflow management system, you can virtually centralize and simplify the seemingly chaotic process of approving documents. Working autonomously and intelligently, this software clearly shows each person signing off when performing and completing document approval tasks.

3. Content Marketing

   Streamline collaboration from various parties, including:

    

   — Marketers
   — Designers
   — Writers
   — Editors
   — And sometimes Developers
   Content marketing can be one of the most chaotic stages of your project. So, to draw a straight line when connecting the dots from one party to the next, you will need a robust automated content marketing process.

Status.net – free workflow software (click here to create your account)

Part 3
Top Features to Consider in Workflow Management Software

1. Integration and Cross-Compatibility

   When it comes to workflow management software, choosing one that can seamlessly incorporate other tools is an added advantage. Before, it used to be an auxiliary feature, but since workflows do not function autonomously anymore, cross-compatibility is an important feature. An ideal workflow management system should allow smooth movement of sales reports, contact details, documents, cash flows, and calendars to your email, CMS, financial software calendar, and more.
   For example, if you have incorporated your email in the workflow management system, you will not need to switch from the platform to read your emails. Instead, just clicking on the email icon in the platform will let you smoothly access all your emails, consequently saving time.
   Note: Consider workflow software that is exceptionally easy to integrate with other tools

2. Scalability

   So, is the software in question flexible enough to cope with the ever-increasing work volume in your organization? That is what we mean by software scalability.
   Especially for companies with prospects to expand, scalability is an essential feature to consider. With scalable tools, the chances of your organization outgrowing it are minimal. This will save you the extra cash in replacing an outdated tool. So, consider software with a scalable design.
   Note: Workflow management software with future growth potential comes with a robust database structure, plugins, and extensions.

3. KPI-Based Reports

   Most of the workflow software out there will just allow you to create simple workflows. However, if you want to achieve new productivity levels, you must invest in a tool with advanced reporting features.
   When you brace yourself to automate workflows, your goal is not only to smoothen but also quicken the entire process. Sometimes, this doesn’t turn out because of inadequate reporting tools in the workflow software. To counter this, we would advise you to look for software with robust KPI-based reporting features. This will allow you to notice and analyze any hold-ups.

4. SLA Status Indicators

   An ideal workflow management software should be diverse enough to be your one-stop shop for all the critical processes in your business. Given this, you should consider installing a system. To make sure that it can instantaneously handle large numbers of tasks, look for one with SLA indicators. They can help you see which tasks to prioritize and note the ones that can wait. To do this, SLA uses color to highlight core projects to draw your attention.

5. Cloud-Based Technology

   The battle between cloud and premises-based workflow management software is ongoing. Many organizations are not sure which of the two to choose. So let’s shed some light.
   A cloud-based system guarantees more flexibility regarding upgrading and integration as well as allowing you to access data from anywhere from any device. However, if data security is paramount, you should consider buying a hosting space rather than relying on third-party service providers.

 

ProsperForms – free workflow software (click here to create your account)

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

How to start:

Step 1: Create your account and create a new applet by selecting a customizable form template.

• Configure who will add records by choosing the “Participants” tab.
• Set the applet as “Team-wide” if you want all team members to view each other’s records.
• Alternatively, you can allow each participant to view his/her own records only and stakeholders to view all entries.

• Step 2: Users will click the “Open Submission Form” button to fill it out and submit it.

 

As soon as a new record is added, participants with “View” rights will receive an email notification and can view it in real time on the Timeline screen.

• Employees can discuss records in real time — each record has its own section for live comments.
• Add an unlimited number of attachments (documents, images, photos, videos, audio notes, files) to a record.
• Export records or share them online.

Get instant access to historical data and files with powerful search and filtering capabilities:

The dashboard screen allows you to save time when you want to check a high-level overview, with quick one-click retrieval of the relevant information.

 

Create your account now