Top 5 Features to Look For In A Workflow Management Software - PowerPoint PPT Presentation

About This Presentation

Top 5 Features to Look For In A Workflow Management Software


Workflow management software enhances a level of workflow structure and converts ideas into products and concepts into procedures. – PowerPoint PPT presentation

Number of Views:52


Transcript and Presenter's Notes

Title: Top 5 Features to Look For In A Workflow Management Software

  • Top 5 Features to Look For In A Workflow
    Management Software

A workflow is a procedure of how one gets his/her
work done. It is a system that makes work more
effective while having everyone on the same page.
Workflow management is entirely about building
and tracking these procedures.Workflow
management software enhances a level of workflow
structure and converts ideas into products and
concepts into procedures. These tools help
ensures that the project is delivered correctly
and that the quality of the project is preserved.
These tools help one schedule tasks, work
together with others, manage workloads, make and
share documentation, and assess progress.
Currently, workflow management software is a
must-have for teams to be united, particularly
with the rising complexity and fast pace of our
multi-tasking, distributed workforce.Taking
advantage of the new competencies provided by
automation and the accessibility of useful data
for decision-making, one can do much better than
a to-do listone can also back its team with a
complete ecosystem of business process management
tools (BPM tools) for creating efficient,
enhanced workflows.
  • After identifying the workflow issue that one is
    trying to solve, had a discussion with key
    stakeholders along with those who will use the
    system and decided how the one will be using best
    workflow management software. As mentioned
    earlier, workflow management software comes in
    many different forms. Here is a complete list of
    features that are usually found in workflow
  •  1. Design Elements  Many programs enable one to
    customize templates and create custom web forms.
    These features emphasize on how much one can
    modify the look of the solution
  • WYSIWIG method designer
  • Make Dashboards
  • Workflow Diagrams Use this to make diagrams of
    how workflows through a system. If the user wants
    to make a workflow diagram to help control needs,
    a diagram-only online software solution that
    complies with the industry-standard BPMN 2.0
    notation would be suitable. An online app where
    one can easily download and share the diagram and
    can attach it to the workflow software solution.
  • Drag-and-drop ability to create a workflow
  • Kinds of workflows standard, mobile, custom,
    social, HR

  •  2. Procedures  Apart from automating tasks,
    think about what else one needs to do with the
    software. Some of the current processes that may
    need automation
  • Initiate process requests/user requests
  • Analytics/Run reports
  • Accept project request
  • Present projects
  • Assign resources
  •  3. Automation  These features stress on making
    tasks much easier. When assessing these features,
    determine how much control one wants to have over
    a process
  • Develop automated workflows
  • Business guidelines for accounts
    payable/receivable financial recording
  • Announcements/notifications
  • Workflow routing
  • Role-based dashboards/access control
  • Representatives predefined and ad-hoc procedures

  • 4. Cloud/Repository  Study what one needs to
    store online and make it easily accessible to
    anyone using the system. Some of the cloud-based
    management features are
  • ECM (Enterprise Content Management)
  • Cloud-based
  • Document management
  • Digital asset management
  • Mobile
  • Scalable platform
  •  5. General Software Functions  These are not
    particularly explicit to workflow management
    software offerings, but they are still crucial in
    evaluating these features before deciding
  • Develop apps
  • Open-source
  • Integrate with APIs, WebHooks, and other cloud
  • Number of users
  • Subscription vs. complete purchase
  • Support services

  • About 360Quadrants
  • 360Quadrants is the largest marketplace looking
    to disrupt US 3.7 trillion of technology spend
  • is the only rating platform for vendors in the
    technology space. The platform provides users
  • to unbiased information that helps them make
    qualified business decisions. 360Quadrants
  • vendors to influence the business decisions of
    potential clients. Vendors get to win ideal new
  • customers, customize their quadrants, decide key
    parameters, and position themselves strategically
  • in a niche space, to be consumed by giants and
    start-ups alike. Experts get to grow their brand
  • increase their thought leadership. The platform
    targets the building of a social network that
  • industry experts with companies worldwide. The
    platform has around 400 total buyers across
  • various markets.

  • Contact
  • Mr. Agney Sugla
  • 630 Dundee Road, Suite 430
  • Northbrook, IL 60062
Write a Comment
User Comments (0)