Workflow software for business process streamlining

Isabelle Wuilleumier Salemme

Regardless of your company size or the type of business you work in, at some point, you will be asked to improve a business process. With many companies working in dispersed, hybrid work environments, managers are looking for ways to streamline and connect key areas of their business. Business workflows are often introduced to resolve process issues. The idea of implementing workflows can sometimes be met with some resignation. But, workflow processes, when done properly, can streamline your processes, eliminate bottlenecks, and help you spend less time mucking through the mire and more time focusing on business strategy and results, obtaining efficiency.

Undoubtedly you are aware of the concept of workflows and the many reasons they can help improve your business processes, but if you need further convincing, we’re going to focus on how you can get the most out of your workflows, streamline business operations, and automate manual tasks.

To put it simply, a workflow is the sum of your day-to-day processes. Everything from administrative work to HR procedures to client engagement to finance operations. These processes reflect the way your business gets from point A to point B (for example, onboarding a new hire). It is much more than just a bunch of flowcharts, but the very real day-to-day work that defines what your team or business does on a regular basis.

Improving Business Processes with Well Defined Workflows

One challenge with workflows is that they often evolve organically as your business needs change. Implementing a workflow is not a ‘set it and forget it’ fix because they do not maintain business continuity forever. As your business and teams grow and become more complex you’ll need to add or modify steps in your workflow to continue to optimize your business processes. A poorly functioning workflow can hurt your business in the same way not having one can. It can limit productivity, lead to data errors, and cause miscommunication among team members.

So how can you improve your workflows? If the idea of taking existing workflows and retrofitting them to work better sounds daunting, there are software solutions designed to help.

The right workflow software solution will help you evaluate your current processes and workflow strategy and identify inefficiencies and bottlenecks. It will enable you to automate manual processes, helping streamline workflows and reduce human errors.

A well thought business process management plan coupled with a workflow software, such as Pipefy, will put you on a path to modern business execution. You can experience an increase in revenue by standardizing business operations.

What can a workflow do for me/my company?

Well-managed workflows will standardize the way work gets done thus reducing errors, streamlining approvals, and identifying bottlenecks. Data extracted from your workflow can make teams more agile in their ability to make data-driven business decisions and modify their process for greater efficiency.

A well managed workflow can have many benefits for your company, such as;

  • Clarity on staff roles – in a properly planned workflow, stakeholders understand their role in a process and how they contribute. This clarification is a fundamental element of an efficient workflow.
  • Time efficiency – Once you’ve standardized the way you work, you can apply automation to repeatable tasks. This helps teams move much faster by eliminating manual or unnecessary steps. There’s also less time spent correcting human errors associated with manual processes. Most workflow automation tools will include some level of performance data, which enables teams to continuously refine and improve their processes for even better efficiency.
  • Centralized and Standardized documents – Using workflow software enables strict standardization of request documents ensuring you have all of the information you need to kick-off a process. Many workflow platforms will allow you to centralize any documentation or communication associated with a process. For example, when leveraging a workflow automation tool for employee onboarding, documentation like application information, tax documents, insurance applications, etc. can follow a new employee as they move through the onboarding journey.

Workflow software helps your team standardize and develop work processes. In addition to being more agile, your team can make data-driven decisions to refine business operations.

It also makes it easier for your team members to understand correlations between one task and another, resulting in a deeper understanding of how each contributor’s role gives back to the overall function of your business. It can provide a channel for better communication and collaboration, remove manual work and the human error often associated with it, and improves approval flows and velocity.

By using workflow software to map out business efficiencies can actually improve your position in the overall market you serve. Leveraging the features of a workflow automation tool can empower your team to alleviate low CSAT scores associated with poor response times, thus improving the way your company is perceived in the market and result in more sales.

A well-defined workflow helps ensurer that your processes are organized, standardized and efficient. This can apply to virtually any virtual or business use case, from finance and procurement processes, HR, Customer Service, Sales and Marketing, planning your workflows helps ensure you’ll work within standardized patterns that end in improved results.

Rather than trying build your own tool or optimize manual processes like email, spreadsheets and chat tools, using a workflow software helps you accelerate time to value and speed with which your organization can implement more profitable processes.

From generating automated alerts to eliminating unnecessary steps, workflow software can be the perfect tool for improving the way you execute your daily activities.

Let Pipefy manage to automate your workflows

Pipefy optimizes your business processes one workflow at a time. Empowering every “doer” to organize and control their work in a single place, streamline and automate any process, without a single line of code. Pipefy enhances agility, upgrades efficiency and delivers augmented customer value through optimization of workflows, granting higher quality business process outcomes. Built for fast deployment, Pipefy clients can easily customize and design simple or complex processes in a matter of minutes, not months. It offers hundreds of pre-built workflow templates that users can instantly customize and start running.

Written by
Isabelle Wuilleumier Salemme
Head of Customer Support @Pipefy. She uses her extensive Pipefy knowledge to help users make the best of Pipefy via support and writing informative content pieces. Besides being in charge of support, she's an avid reader, a coffee lover, and a professional photographer.

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