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

 

 

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 Standardizationwith this software, you are assured that every employee follows the best workflow version, which results in uniformity and quality.
  • Process Automationthrough 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)

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
work order quick

Edit and use this template

 

simple order

Edit and use this template

 

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
project status report

Edit and use this template

 

project status summary

Edit and use this template

 

status report

Edit and use this template

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started

 

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.
prosperforms form template

 

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:

prosperforms search files example

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.

prosperforms dashboard example

 

Create your account now