Workflow software for business process streamlining

It doesn’t really matter what kind of business you’re in, the size or age of your company one way or another, using one or various workflows is inevitable – hold on, I don’t mean it in a bad way, workflows are good for your: they’ll help you get the job done, to
simplify it all.

We’ve already gone over the definition of workflow and the many reasons why it’s important to manage yours but if you still have any doubt, just check our previous workflow posts.

Breaking it down, a workflow is the sum of all your common day-to-day processes, supposed to be followed for everything that’s done on your company on a daily basis (by everything, we actually mean everything – from administrative and HR procedures to dealing with clients).

What is a workflow software and what it does?

The problem is that your workflows as they are may not necessarily have been as well-thought out and strategic as possible for your business – poor workflow management can be quite hazardous and actually limit productivity!

How can you improve them? Fear not, if you’re feeling lost and don’t know where to start, looking for a good workflow software (or as we previously referred to, a workflow management application) is the first step for change to happen.

Your workflow software will enter your life with the sole purpose of making your life easier (in this case, by helping you in properly manage and plan your business towards your actual goals by creating solid workflows to be followed).

With the right kind of business management plan made through a practical and easy to use workflow software such as Pipefy, you’ll get the help you need to start moving forward and seeing actual improvements happen, such as increases in revenue and solidification of your businesses’ structure.

What can a workflow do for me/my company?

A well planned and well managed workflow will help you avoid making consecutive errors and forcing your business into a tight spot financially, for it maps all your processes and helps you identify mistakes as they happen and work on correcting them as fast as possible.

It will also ensure you can avoid common problems of poorly managed workflows, such as;

  • Lack of clarity on staff roles – on a properly planned workflow, everyone knows who they are (within the business perspective) and what they do. Clarifying roles and steering staff towards the right direction is key for success;
  • Time wastage – with the help of a workflow software with process automation, you’ll be able to stop wasting precious time with trivial tasks and optimize your resources towards fast problem solving;
  • Damaged or misplaced documents – this most commonly occurs in physical workflows, using a workflow software to help centralize the processes and documents is the simple way to avoid it.

When your workflows are managed correctly through a workflow software, though, you can ensure things will work faster and much smoother for your business without you actually really having to make a lot of extra effort.

Workflow software will help you in preparing in detail all of the most specific steps involved in putting together a work process, as well as making sure every part of the process is well defined and easy to understand for all those involved in making it happen on a daily basis.

It also makes it easy for your staff to see the correlations between one task and another, creating a greater understanding for everyone about how important their role is not just to themselves, but to other teams and the overall function of your process.

By using a workflow software to map out the present and future of your business, you’ll be able to greatly improve your positioning as a business in your market as well as how you are perceived by clients.

A strongly planned workflow helps making sure that you have all your processes organized and planned, from dealing with daily sales to handling eventual client problems. Planning your workflows helps making sure you’ll work with a consistent pattern that’ll get you actual results.

Rather than breaking your head while trying to do it all on your own, using a workflow software makes it easier to put everything in its rightful place for greater understanding on all fronts.

From generating automatically sent alerts during key parts of the process to clearing out the unnecessary steps you take every day, workflow software can be the perfect tool for mapping out the necessary steps towards your future.


Start using a workflow software today!

Try Pipefy! We help companies keep organised and more productive by running their processes and day-by-day routines on an easy and intuitive tool, making them leave in the past inefficient manual forms, spreadsheets and email threads.

Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.