In today’s fast-paced business environment, staying organized and efficient is crucial. This is where workflow software comes into play, designed to streamline business processes, ensuring tasks are completed efficiently and consistently. By defining, automating, and managing workflows, these workflow management software help organizations reduce errors, save time, and improve overall productivity. In this article, we’ll explore what workflow management systems are, provide examples, and show how they differ from ERP systems.
What is a workflow management system
A workflow management system (WMS) is a software tool designed to automate and manage various business processes. These systems define a sequence of tasks that need to be completed, specify who is responsible for each task, and outline the order in which tasks should be executed. By doing so, WMS ensures that workflows are consistent and efficient.
Here are some common workflow management examples:
- Approval processes: Streamlining the approval of documents, budgets, and other requests to ensure timely decision-making.
- Employee onboarding: Automating the steps involved in bringing new employees onboard, such as completing HR paperwork, setting up IT accounts, and scheduling training sessions.
- Customer support ticket management: Handling customer inquiries efficiently by logging tickets, assigning them to support agents, escalating unresolved issues, and closing tickets upon resolution.
These systems help businesses:
- Reduce errors: By providing a clear structure and predefined steps, WMS minimizes the chances of mistakes.
- Improve task visibility: Managers can easily track the progress of tasks and identify bottlenecks.
- Enhance productivity: Automating repetitive tasks saves time and allows employees to focus on more critical activities.
beSlick can greatly assist businesses in implementing effective workflow management systems. With beSlick, you can:
- Create and execute workflows: Easily design workflows as flowcharts and assign tasks to the appropriate team members.
- Monitor deviations: Capture and analyze instances where processes deviate from the norm to identify areas for improvement.
- Simplify processes: The intuitive platform is designed for ease of use, allowing even a school leaver to document processes effectively.
By using beSlick, organizations can achieve greater efficiency, improve service delivery, and reduce operational costs.
What is an example of a workflow management system
An example of a workflow management system is the beSlick platform. This system allows users to create and execute workflows, ensuring that each step is followed correctly.
Here’s a detailed workflow management system example:
Employee Onboarding:
- HR Paperwork: The new employee submits required documents through an online form.
- IT Setup: The system automatically assigns tasks to the IT department to create email accounts, provide access to necessary software, and set up hardware.
- Training Schedule: The employee is enrolled in mandatory training sessions, with notifications sent to both the employee and the trainer.
- Department Introduction: The system schedules meetings with key team members and department heads.
- Progress Tracking: HR can track the onboarding progress, ensuring all tasks are completed on time.
Using beSlick for this workflow management system example provides several advantages:
- Automated Task Assignment: Ensures onboarding tasks are assigned to the right departments promptly, reducing setup time.
- Visibility and Tracking: Managers can monitor the progress of onboarding activities, ensuring no steps are missed.
- Consistency and Efficiency: Standardizes the onboarding process, ensuring each new hire receives the same level of preparation and welcome.
beSlick enhances workflow management by allowing businesses to design and execute customized workflows, monitor process deviations, and make data-driven improvements.
How do you create a workflow management system
Creating a workflow management system involves several steps to ensure it meets the needs of your business.
Here’s a guide to workflow management system design:
- Identify the Process: Determine which business process you want to automate.
- Define Tasks: Break down the process into individual tasks.
- Assign Roles: Decide who will be responsible for each task.
- Set Rules: Establish the order of tasks and any conditions for progression.
- Implement and Test: Use the system to run the workflow, identify any issues, and make necessary improvements.
Business workflow examples include processes like expense approvals, employee leave requests, and project management. These workflows ensure tasks are completed efficiently and consistently, reducing errors and improving productivity.
Using beSlick for a workflow management system offers numerous benefits:
- Intuitive Design Tools: Easily create and customize workflows with drag-and-drop functionality.
- Task Assignment and Tracking: Assign tasks to the right team members and track progress in real-time.
- Process Improvement: Monitor workflows and capture deviations to identify areas for improvement.
- Scalability: Easily adapt workflows as your business grows and processes evolve.
With beSlick, businesses can streamline their operations, ensuring tasks are completed accurately and efficiently, ultimately improving overall performance and service delivery.
What is a simple example of workflow
A simple workflow example is the process of handling a leave request.
Here’s how it typically works:
- Request Submission: An employee submits a leave request form.
- Manager Review: The manager receives the request and reviews it for approval or rejection.
- Approval/Rejection: The manager approves or rejects the request.
- Notification: The employee is notified of the decision.
- Record Update: If approved, HR updates the leave records.
This straightforward workflow ensures that leave requests are handled consistently and efficiently, minimizing delays and confusion.
beSlick can enhance this simple workflow by:
- Automating Notifications: Automatically notifying managers and employees at each step of the process.
- Tracking and Reporting: Providing visibility into leave request statuses and historical data.
- Customizing Workflows: Allowing businesses to customize the leave request process to fit their specific policies and requirements.
Using beSlick, even simple workflows can be managed more effectively, ensuring that processes are followed accurately and efficiently.
What is workflow management system vs ERP
Workflow management systems (WMS) and Enterprise Resource Planning (ERP) systems are both designed to improve business processes, but they serve different purposes and have unique features. Here’s a comparison using workflow examples:
Workflow Management Systems (WMS):
- Focus: Automates specific workflows within a business, such as approval processes, employee onboarding, and customer support ticket management.
- Flexibility: Easily customizable to fit various business processes and adapt to changing needs.
- Implementation: Typically quicker to deploy and requires less training due to user-friendly interfaces.
ERP Systems:
- Focus: Integrates all aspects of a business, including finance, HR, supply chain, and inventory management, into one comprehensive system.
- Scope: Provides a holistic view of the organization’s operations, facilitating data sharing and decision-making across departments.
- Implementation: More complex to deploy and usually requires extensive training due to the system’s broad functionality.
Workflow examples illustrate the practical differences:
- WMS: An employee onboarding process might include tasks like submitting HR paperwork, IT setup, and training schedules, managed efficiently through automated workflows.
- ERP system: The same onboarding process would be part of a larger framework, integrating with payroll, compliance tracking, and resource allocation.
beSlick enhances workflow management by providing a flexible and intuitive platform that allows businesses to design and execute customized workflows. While ERP systems offer broad functionality, beSlick focuses on simplifying specific workflows, making it easier for businesses to adapt and improve their processes.
Unlock the Power of Workflow Management Systems
Workflow management systems are essential tools for modern businesses, helping to streamline processes, reduce errors, and improve efficiency. By understanding and implementing these systems, organizations can enhance productivity and achieve better outcomes.
With platforms like beSlick, businesses can create customized workflows, monitor deviations, and continuously improve their processes. To learn more about how workflow management systems can benefit your business, visit our workflow software page!
Alister Esam, Author of The Dirty Word and CEO at beSlick
Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.