Why should your startup have a workflow strategy?

Startups are not normally in a position that allows them to ignore the changes going on around their environment. Whereas in the past, the competition for smaller businesses was a little less dramatic than it is today, there is now a growing concern that many startups and small businesses are not keeping up with the advent and change of technology, and how it’s completely morphing the way jobs are undertaken. But having a workflow strategy can help you avoid this risk.

As your customer base is gradually increasing, and with all the technology advances, it’s essential to make strategic decisions that could be the line between success and failure. Equipping yourself with the right management tools, such as a well-developed workflow strategy, is key to planning your business, sustaining your profit, and overcoming business challenges.

Implementing a workflow strategy will help to automate many of your daily processes, increasing your overall efficiency and creating an opening to take on more business.

Create and execute a workflow strategy:

Your startup is not just about your products, your services, your clients, your team members, or your workflow strategy. A business is the sum of all parts, including useful and customizable tools that serve as your ally in ultimately serving clients’ needs.

To actually cater to your client’s needs, it’s very important not only to deliver according to their expectations but also to deliver on time and according to the budget.

A workflow strategy and, therefore, your workflow management system, needs not only to be transparent and responsive: it must be user-friendly and customizable as well. It must allow you to cater to your own needs as a business and be very flexible. But it should also allow you to step back and look at your whole process whenever something’s not right in order to determine which part of your overall business strategy isn’t working as it should.

Workflow strategy 101:

If your startup’s success relies on the successful execution of your workflow and overall business strategy (as is the case for many businesses out there), and if your startup is powered by your human resources (aka your team), here are a few useful tips to always stay on top of your game:

1. Focus on your business goals:

Keeping up with hectic market demands while also fulfilling your daily obligations can be very strenuous on yourself and others, but it’s very important never to lose your focus on the bigger picture: your higher responsibilities, objectives, and goals traced to help your company move forward.

Equipping yourself with the right workflow management tools will allow you to automate simple day-to-day tasks that end up consuming way more of your time than you’d like, and will free you up to focus on pursuing your goals.

2. Make business decisions on the spot:

In order to make navigating through today’s business environment more pleasant, you must not only be in the right mindset, but you must also have the right management tools to help you do so (technology advances are way better than you think!) In order to actually optimize the overall productivity of your team, you must establish effective communication and collaboration amongst employees.

While the Internet – along with all modern communication tools – has made it a lot easier to be connected even if you’re miles away from your office, all members of your team must form an efficient and highly productive unit if you want to be able to respond in real-time to operational issues.

A powerful and comprehensive workflow strategy is just what you need to conduct real-time monitoring of your processes, constant data gathering, and thorough analysis of your business operations.

Having this information makes it possible for management decisions to be made on the spot, rapidly communicated, and then executed simultaneously by all members of your team. This, in turn, allows your business to achieve much greater results.

3. Respond to what your client wants:

Customer demands have only become higher in the past few decades. Alongside constant technological changes, they may have reshaped your market over and over again. Being able to respond quickly to these ever-changing customer demands could be your differential and the key to success in highly competitive markets.

Currently, all companies – even the most established ones – are facing the challenge of thriving in the present environment. Sometimes, catering to your customer’s needs may very well mean going 180 degrees and turning your company’s entire structure upside down.

In order to dive deep into a huge and highly complex endeavor such as business transformation, having the proper workflow strategy can be an alternative. Having this strategy can allow your company to make gradual and incremental changes in operations without stopping production or, even worse, putting your customer relationships in danger.

4. Use technology in your favor:

Don’t look at technological advances as a challenge or an obstacle: use them to help you overcome your day-to-day challenges and deliver your client’s needs.

Using a workflow strategy will help make sure you won’t have to limit (or stop) production while you go through transitional changes to suit the transformational needs of your clients at that time.

5. Collaboration is key:

Focus on having everyone on your team on the same page when it comes to your workflow strategy and team collaboration. Having a well-set workflow system will allow members of different teams to collaborate in processes much easier.

Allowing people to easily collaborate through a cloud-based workflow system (such as Pipefy), for example, can be just what you need to automate time-consuming day-to-day tasks and create more time to focus on hitting your long-term goals.


Manage your workflows with Pipefy:

We help companies keep organized and productive by running their processes and daily routines on an easy and intuitive tool, helping them leave inefficient manual forms, spreadsheets, and email threads in the past.

Pipefy’s Task Management Template was specially developed to help you manage your team’s tasks without breaking a sweat. This template shows you in an organized and hassle-free manner what everyone is currently doing, what they have to do, and what is already done.

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.

Receive our latest posts in your inbox

Request a demo