Workflow & process management for critical operations

A digital workspace to deliver the critical, difficult processes that run your business.

  • Rapid deployment
  • Drag & drop builder
  • Central, secure library
  • Process analytics
Five stars review recommendation on Capterra, Software Advice and GetApp review platforms

be Accountable

Standardize process documentation across your business, with clear accountability and enriched documentation that includes video, documentation and relevant links.
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be Informed

Improve decision making with complete oversight of all mission-critical tasks, seeing where & why things can’t be done so that you can continuously improve.
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be Innovative

Continuously improve based on user feedback, process analytics and operational performance. Changes are implemented instantly.
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beSlick UI with populated templates

Make your workflow processes stick

When processes aren’t followed it can kill your business. It doesn’t happen because they don’t exist, it happens because people don’t know them.

With beSlick you can create processes that are stuck to.

Be it your approach to reporting or your audit workflow, build and run interactive processes that everyone can access at any moment.

Our users rate us 4.7 out of 5 stars on Capterra, GetApp and G2.

Workflow software that provides instant visibility & accountability

Give your processes dynamic checklists that automatically notify people.

Observe how your workflow is running in real time – with the option to add video, documentation and guidance for extra clarity.

And if you want to use the same workflow again, simply turn it into a template.

You then create tasks from your templates, dynamic checklists that automatically notify people when they need to do something.

To standardize process input, Digital Forms make work requests easy (even for clients).

Diagram showing good team communication using process and forms

Why choose our business workflow tool?

  • Create processes that are followed

    Use beSlick to build workflows that are accessible, intuitive and right for modern workers and businesses.

  • Make workflows collaborative

    Your team mates can engage with your processes and leave improvement ideas.

  • We scale with you

    Whether you’re a team of five or 500, our workflow software adapts with the needs of your business.

  • You can try for free – and cancel whenever you like

    Test beSlick for free using our 14-day free trial and cancel at any time – no questions asked.

Time to make work better

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Sheryl Soukup profile picture
Sheryl Soukup
President

"beSlick manages all of our projects & procedures. Everyone uses it every day, we can't live without it now."

Your Guide to Workflow Software

Workflow software emerges as a pivotal tool in streamline operations and enhance productivity, enabling organizations of all sizes to automate routine tasks and optimize their business processes. This technology not only simplifies complex processes but also ensures that every component of an organization’s operation is interconnected and efficiently managed.

Workflow software serves as the backbone for many enterprises, facilitating seamless communication, error reduction, and timely completion of projects. It allows for the meticulous documentation and execution of various business processes, making it an indispensable asset for companies aiming to maintain competitive advantages in their respective industries. Here, we deep dive into the fundamentals of workflow software, exploring its components, types, and the substantial benefits it offers to modern businesses.

What is a workflow in software

A workflow in software refers to the automated movement of tasks or documents through a sequence of actions related to a business process. This technology enables businesses to manage their processes more efficiently by ensuring tasks are executed in the correct order and by the right people. 

Workflow software is particularly beneficial in:

  • Reducing manual errors: Can automate repetitive tasks, ensuring consistent execution, minimizing the risk of human oversight.
  • Increasing productivity: Minimizing the time and effort spent on repetitive tasks.

For instance, in enterprise workflow software, complex processes that involve multiple departments and approvals can be automated to ensure smooth transitions and timely completions. This type of software is designed to handle large volumes of processes and can often be customized to meet the specific needs of large organizations. beSlick not only automates but also provides tools to monitor and analyze workflow effectiveness.

Additionally, the market offers a variety of workflow software examples tailored to different business sizes and needs. From simple task management applications to robust enterprise systems, these tools help streamline operations across numerous sectors, including manufacturing, healthcare, and finance. By automating tasks, these systems reduce the workload on employees, allowing them to focus on more strategic activities that require heavier human intervention.

What is a workflow process

A workflow process in the context of workflow software is a predefined set of tasks organized into a sequence that determines how each task is executed and by whom within an organization. It serves as a roadmap for automating business processes, ensuring consistency and efficiency across operations. Workflow software plays a crucial role in designing, executing, and optimizing these processes to meet organizational goals and adapt to changing business needs.

The core advantage of using workflow software is its ability to automate decision-making processes and repetitive tasks, which significantly reduces the likelihood of human error and increases operational efficiency.

For example, in an onboarding process, workflow software can automate tasks such as:

  • Sending welcome emails.
  • Scheduling training sessions.
  • Collecting necessary documents from new hires. 

    This automation ensures that each step is completed in the correct order and timeframe, freeing up human resources for more complex and nuanced tasks.

    Moreover, modern workflow software often comes equipped with analytical tools that help managers monitor the efficiency of business processes. These tools provide valuable insights into the performance of different workflows and identify bottlenecks or areas for improvement, enabling businesses to continually refine their processes to better serve their objectives.

    By integrating workflow software into their operations, businesses can achieve more streamlined, transparent, and effective management of their day-to-day activities, leading to enhanced productivity and better resource allocation.

    What are the four major types of workflow management

    Workflow management can be categorized into four major types, each serving distinct needs and organizational structures. Understanding these types can help businesses select the best workflow software that aligns with their specific operational requirements.

    • Sequential Workflow: This type involves tasks that are carried out in a specific order. Each task depends on the completion of its predecessor before it can begin. Sequential workflows are common in environments where processes need strict control and predictability. Best workflow software for sequential workflows often features robust tracking and scheduling capabilities.

    • Parallel Workflow: Unlike sequential workflows, parallel workflows allow multiple tasks to be performed simultaneously. This type is suitable for processes that require collaborative efforts from different departments or teams. Software that supports parallel workflows typically offers features that facilitate collaboration and communication.

    • State Machine Workflow: This workflow type is based on the state of the process. Tasks can be performed in various orders depending on certain conditions being met. State machine workflows are complex and flexible, ideal for processes that require frequent decision-making adjustments. The best workflow software for state machines provides advanced conditional logic capabilities.

    • Rules-Driven Workflow: In rules-driven workflows, tasks are executed based on predefined rules and policies. This type is used in processes that involve regulatory compliance or need to adhere to strict business rules. Top workflow software for this category includes extensive customization options for defining and managing rules.

    Each of these workflow types leverages the strengths of workflow software to enhance efficiency and productivity across various business processes. By choosing the appropriate software, organizations can ensure that their workflows are optimized to meet their unique needs, thereby improving overall performance and competitiveness.

    What are the 3 basic components of workflow

    Understanding the three basic components of a workflow is essential for effectively managing and automating business processes. These components are the backbone of any workflow system and are crucial for ensuring that operations run smoothly and efficiently.

    • Initiation: The start of a workflow is marked by initiation, which triggers the sequence of tasks that constitute the process. This can be automatic, based on certain conditions or events, or manual, initiated by a user. Workflow automation tools often provide customizable triggers to automate the initiation of workflows based on specific business rules or events, enhancing responsiveness and efficiency.
    • Execution: Once initiated, the workflow moves into the execution phase, where the tasks are carried out according to predefined steps and sequences. During this phase, workflow automation tools are invaluable as they ensure tasks are performed consistently and are automatically passed along to the appropriate team members without delay. These tools also manage dependencies between tasks, ensuring that each is completed in the correct order and at the right time.
    • Monitoring and Management: The final component involves tracking the progress of tasks throughout the workflow and managing them to ensure timely completion. Workflow automation tools provide dashboards and alerts that help managers monitor workflows in real-time. They can quickly identify bottlenecks or issues, allowing for prompt adjustments to keep the process on track. Additionally, these tools offer analytical insights that help in refining the workflow for better future performance.

    By leveraging workflow automation tools, organizations can ensure that these three components operate seamlessly, leading to more efficient, transparent, and controlled business processes. This not only improves operational efficiency but also supports better decision-making and resource management.

    What are examples of workflow

    Workflows are integral to a myriad of business operations, spanning various industries and functional areas. Here, we explore several examples where workflow software significantly enhances efficiency and effectiveness.

    • Onboarding New Employees: In human resources, workflow software streamlines the entire onboarding process, from initiating background checks to scheduling training sessions and gathering necessary documents. This systematic approach ensures that all tasks are completed in a timely manner and that new hires are integrated into the company smoothly.
    • Customer Service Requests: In customer service, workflows manage the process of handling service requests, from initial contact to resolution. Workflow software routes tickets to the appropriate team members, tracks the status of each request, and escalates issues when necessary, ensuring that customer inquiries are resolved efficiently.
    • Invoice Processing: In the finance sector, simplifies the tasks associated with invoice processing, such as verification, approval, and payment. Workflow software streamlines these steps, reduces the potential for errors, and accelerates the payment cycle, improving cash flow management.
    • Project Management: For project management, workflow software assists in tracking project milestones, coordinating tasks among team members, and maintaining timelines. It ensures that all participants have a clear understanding of their roles and responsibilities, enhancing collaboration and productivity.
    • Regulatory Compliance: Workflow software is also crucial in managing compliance with industry regulations. It streamlines the collection and verification of necessary documentation, schedules regular reviews, and ensures that all compliance-related tasks are completed within the stipulated deadlines.

    These examples illustrate the versatility and utility of workflow software across different domains, proving it as an indispensable tool for enhancing operational efficiency and effectiveness.

    How do I organize my workflow

    Organizing a workflow effectively is crucial for maximizing efficiency and achieving business goals. With the right strategy and tools, you can streamline operations and ensure that every task is performed optimally. 

    Here’s a step-by-step guide to organizing your workflow: 

    • Identify and Map Out Processes: Start by identifying the key processes that need to be managed and map them out. This can involve outlining each step of a process and identifying the necessary tasks, responsibilities, and outcomes. beSlick allows you to visualize these processes as flowcharts, making it easier to understand and manage them.
    • Choose the Right Tools: Selecting the right workflow management tools is essential for effective workflow organization. The best tools offer a range of features that can enhance your workflow efficiency. Look for tools that provide:
      • Robust integration options to seamlessly connect with other software systems.
      • Audit trails for tracking changes and ensuring compliance.
      • Feedback loops that allow for continuous improvement of processes.
      • Team collaboration features to facilitate communication and task coordination among team members. 
    • Set Up Automation: Where possible, automate repetitive tasks. Automation can significantly reduce the time and effort involved in your workflows. For example, automatically sending reminders for tasks or moving tasks to the next step once certain conditions are met can improve efficiency.
    • Monitor and Optimize: Continuously monitor the effectiveness of your workflows. The best workflow management tools provide analytics that can help you see where bottlenecks or inefficiencies occur. Use this data to make informed decisions about how to optimize and improve your processes.
    • Train and Support Your Team: Ensure that your team is well-trained on the tools and processes you’ve implemented. Ongoing support and training are essential for maintaining high levels of productivity and engagement.

    By following these steps and leveraging the best workflow management tools, you can create an organized, efficient, and scalable workflow that supports the overall success of your business.

    What is the best type of workflow to use

    Choosing the best type of workflow for your business depends on various factors, including the nature of your tasks, the structure of your organization, and your specific operational needs. Different workflows offer distinct advantages, and selecting the right one can greatly enhance efficiency and productivity. One essential tool to consider is a workflow app, which provides versatile functionality when working on the move.

    • Sequential Workflow: Best for processes that require tasks to be completed in a specific order. This workflow ensures that each step is completed before the next one begins, ideal for tasks that require strict compliance or detailed oversight. The sequential approach minimizes errors and ensures quality control in critical operations.
    • Parallel Workflow: Suitable for tasks that can be executed simultaneously without waiting for the completion of a previous task. This type is effective in dynamic environments where speed and collaboration are crucial. A workflow app like beSlick can manage multiple tasks concurrently, facilitating faster project completion and enhancing team collaboration.
    • State Machine Workflow: This workflow is adaptable to changes in the process state and is governed by rules that dictate the flow based on current conditions. It’s particularly useful for complex decision-making processes where tasks may need rerouting based on new information or outcomes.
    • Rules-Driven Workflow: Ideal for environments that are heavily regulated or need to adhere strictly to predefined rules. This type of workflow automates decisions and processes based on set regulations, ensuring compliance and reducing the risk of human error.

    Each of these workflow types has its strengths, and the best choice depends on your specific business requirements. beSlick provides flexibility to implement your workflows as needed, making it easier to manage various processes through a single platform using its web interface or mobile app. This ability ensures that businesses can adapt to changing working styles and maintain efficiency across all operations.

    What does a workflow management tool do

    Workflow management tools are essential in today’s business environment, aiding organizations in streamlining their operations and enhancing overall productivity. By automating routine tasks and facilitating smoother communication between departments, these tools play a pivotal role in optimizing business processes.

    • Automation of Tasks: One of the primary functions of workflow management tools is to automate repetitive and time-consuming tasks. This automation helps reduce the likelihood of human error and allows staff to focus on more strategic activities that require human insight. For example, workflow software can automatically route documents for approval, send notifications to relevant parties, and update task statuses, ensuring that projects move forward promptly and efficiently.
    • Streamlining Communication: These tools also streamline communication across different levels of an organization. By providing a centralized platform where all process-related information is accessible, workflow software eliminates the need for constant emails and meetings. This centralization ensures that everyone involved in a process is on the same page and can access the latest updates, documents, and feedback without delay.
    • Monitoring and Reporting: Effective workflow management tools offer robust monitoring and reporting capabilities. They track the progress of tasks and workflows in real-time, providing managers with insights into operational performance, including bottlenecks and inefficiencies. This data is crucial for making informed decisions that can lead to improved processes and outcomes.
    • Enhancing Collaboration: Workflow management tools enhance collaboration by allowing team members to work together seamlessly, regardless of their physical location. Features such as shared workspaces, real-time updates, and collaborative editing make it easier for teams to work together on projects, ensuring that tasks are completed more efficiently and accurately.
    • Flexibility and Scalability: Good workflow software is not only flexible, adapting to the unique needs of a business, but also scalable. As a business grows, the software can handle an increasing amount of tasks and more complex processes without sacrificing performance.

    Overall, workflow management tools are indispensable for businesses looking to enhance their operational efficiency, improve communication, and automate processes to allow for greater focus on strategic growth areas.

    What is the best tool for a workflow

    Selecting the best tool for managing workflows is crucial for maximizing efficiency and ensuring seamless operations within an organization. The ideal workflow management tool should offer a comprehensive suite of features that cater to the diverse needs of businesses. These features include user-friendly interfaces, robust integration capabilities, real-time analytics, and flexible customization options. beSlick aligns well with these essential features, making it a top contender in the realm of workflow management apps.

    • User-Friendly Interface: The best workflow management tools, like beSlick, are designed with user experience in mind. They feature intuitive interfaces that make it easy for users of all skill levels, from beginners to seasoned professionals, to navigate and manage workflows efficiently. This accessibility is crucial for ensuring widespread adoption within the organization.
    • Robust Integration Capabilities: Integration with other software systems is a key feature of top workflow management tools. beSlick integrates seamlessly with a variety of other business applications, allowing data to flow freely between systems and ensuring that information is always up-to-date and accessible.
    • Real-Time Analytics: To truly stand out, a workflow management app must provide a reporting feature. beSlick offers real-time insights into workflow performance, enabling managers to monitor progress, identify bottlenecks, and make data-driven decisions to optimize processes.
    • Customization and Flexibility: The ability to customize workflows according to specific business needs is another hallmark of the best tools. beSlick allows users to tailor workflows, adding or modifying steps as needed to better fit their operational requirements. This flexibility ensures that the tool can adapt to evolving business landscapes.
    • Enhanced Collaboration Features: Effective collaboration is essential in any workflow management tool. beSlick facilitates this by providing features that support team collaboration, such as task assignments, comments & feedback, and notifications, ensuring that all team members are aligned and informed.

    By combining these features, beSlick stands out as a top choice for businesses seeking a comprehensive workflow management solution. Its ability to integrate smoothly, provide valuable insights, and adapt to the specific needs of any organization makes it an invaluable asset for optimizing workflow efficiency.

    What is your top tool for workflow automation

    When it comes to workflow automation, the choice of tool can significantly influence the efficiency and scalability of business operations. The top tool in this category must not only streamline tasks but also integrate smoothly with existing systems, support complex workflows, and provide real-time operational insights. beSlick is the leading choice for organizations seeking a robust workflow automation solution.

    • Comprehensive Automation Capabilities: beSlick is equipped with extensive features that cover a wide range of business processes, from simple task assignments to complex project management scenarios. Its ability to automate repetitive tasks ensures that team members can focus on more critical aspects of their work, thereby increasing productivity and reducing error rates.
    • Seamless System Integration: One of the standout features of beSlick is its ability to integrate effortlessly with a variety of other business systems. This integration capability ensures that data remains consistent across platforms and updates are synchronized in real-time, providing a cohesive user experience and eliminating data silos.
    • Advanced Workflow Configuration: beSlick allows for highly customizable workflow configurations. Users can define specific triggers, conditions, and outcomes, which makes it possible to tailor the software to the unique needs of their business. This level of customization supports complex workflows that are often required in specialized industries or departments.
    • Real-Time Monitoring and Analytics: A critical feature of top workflow automation tools is the ability to monitor workflows in real-time and provide actionable analytics. beSlick offers dashboard functionalities that give insights into workflow efficiency, track performance metrics, and identify bottlenecks. These analytics help managers make informed decisions to continuously improve process efficiency.
    • User-Friendly Interface: Despite its powerful capabilities, beSlick remains user-friendly, making it accessible for users at all technical levels. This ease of use is crucial for ensuring broad adoption within an organization and for the successful implementation of workflow automation initiatives.

    Given our comprehensive feature set, seamless integration, and user-oriented design, beSlick stands out as the top tool for workflow automation, capable of transforming business processes and driving significant efficiency gains.

    Harnessing the Power of Workflow Automation

    We’ve delved into the essential aspects of workflow software. 

    Here are the key takeaways:

    • Understanding Workflow Types: We’ve explored the various types of workflows, from sequential to rules-driven, each catering to different organizational needs.
    • Components of Effective Workflows: The critical components—initiation, execution, and monitoring—form the backbone of any workflow system, ensuring efficiency and consistency.
    • Choosing the Right Tool: Selecting the right workflow management tool is crucial. Its features, like automation capabilities, integration options, and user-friendly interface, make it a standout choice for businesses seeking to enhance operational efficiency.

    Benefits of Workflow Automation:

    • Automation of Repetitive Tasks: Automates mundane tasks, allowing staff to focus on strategic activities.
    • Streamlined Communication: Provides a platform for seamless communication across the organization.
    • Enhanced Monitoring: Offers real-time insights into workflow performance, helping to identify and rectify inefficiencies.
    • Impact on Business Growth: Effective workflow management tools like beSlick can transform business processes, driving significant gains in productivity and operational transparency. This strategic adoption not only simplifies complex processes but also supports continuous improvement and decision-making.

    We encourage businesses to consider the advantages of integrating a robust workflow solution like beSlick to maintain competitiveness and foster sustainable growth. Explore how we can revolutionize your processes, enhancing productivity and fostering a culture of innovation.

    Frequently Asked Questions

    Can I create teams within the beSlick workflow process feature?

    Yes, absolutely and this is a great way to manage task workflow. In beSlick, teams can be created as ‘groups’. Groups can also be used to more easily manage access and editing permissions for templates.

    In beSlick, you can assign tasks and steps to groups as well as individuals, and can act as a workflow queue. So if in a process you need to assign something to the admin team, you simply create an ‘Admin’ group and assign the step to it. Everyone in that group will see that in their to-do list, and can either do it directly or reassign it to themselves and remove it from the group or queue.

    You can also use groups for roles, such as Finance Director.

    Can I add different types of media into the beSlick workflow builder?

    Yes, you can attach a variety of media to beSlick steps and tasks. This includes documents, links to external websites or guidance and embed pictures or videos. In this way, templates become an excellent training tool for employee onboarding as they don’t just tell someone what to do, but also how to do it. This means that your templates can become fully fledged training documents that anyone can access and make use of. Your team becomes more productive, and instructions on how to do something are directly visible in the task they’ve been assigned.

    Are there any workflow templates available to download?

    Yes, we’ve created a library of process templates that you can use for workflow in the beSlick template library. These cover everything from HR templates and finance templates through to marketing templates and customer success templates. Some of these templates also include digital forms, which makes them available to use instantly by anyone in your business, for purchase requests or customer onboarding as an example.

    All of these templates can be imported into your beSlick organisation with just one click. If you need something that isn’t there, just let us know and we will help you build it.

    Is it easy to prioritise tasks on the beSlick workflow builder?

    Yes, while individuals can prioritize and snooze tasks or steps that are assigned to them, you can also indicate the priority of steps in a workflow template. You do this by setting a step to be ‘essential’, which shows it more clearly in reports and if it can’t be done, makes it mandatory for the user to provide a reason why. This is helpful for compliance purposes, and they can also act as milestones when you are looking at template reports.

    So everything improves, continuously.

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