If you’ve ever had a project get bogged down because of communication break-down, you know the benefit of workflow automation. In fact, there are very few organizations that wouldn’t increase their efficiency and quality with workflow management software. However, not all workflow systems are created equal. Some software can even hinder your work. To ensure that you get the most out of your automation, look for these four essential features.
While integration used to simply be considered a nice option, companies now understand how imperative it is that all of your software communicate. It is nearly impossible to complete projects well without instant access to your contacts, financial information, calendar, and all other relevant files. Workflow management software should integrate seamlessly with your other software platforms. This means no more flipping back and forth between screens.
Implementing a new workflow management software is a risk. Ultimately, you are entrusting your productivity to a program you don’t yet know. For this reason, it is essential that you choose a workflow system with regular and thorough reporting. There are plenty of platforms that provide simple workflow tools. But without reporting features, you lose the ability to monitor and analyze what is working and what isn’t.
A workflow that needs you to manage its flow doesn’t work. In other words, if you have to go check the status of your current assignments to find out if you need to be working on something? Automation isn’t happening. A vital component of useful and truly hands-off workflow management software is notifications. More accurately, you need customizable notifications that show up when and where the users need them.
More than likely, your workflows contain private or eyes-only information. For this reason, it is imperative that you choose workflow management software with user-based access. This means that each user has access to only the information they need without obscuring or hindering the workflow. By limiting what each user can view or edit, you protect security while ensuring efficiency.
The whole point of workflow management software is to allow your team the freedom to focus on their individual work while not missing out on the big picture. Use this list of features to ensure that you choose a platform that can keep up with your operations and deliver ultimate productivity. Interested in learning more? Contact MaxxVault today to learn more about how workflow automation can help you.