What features should I look for in process automation software?

When selecting process automation software, prioritize features that enhance efficiency, visibility, and scalability:

  1. Intuitive Visual Workflow Builder: A drag-and-drop interface for easy process design.

  2. Form Designer: Customizable forms for data collection at various workflow stages.

  3. Integration Capabilities: Seamless connections with your existing business applications.

  4. Reporting and Analytics: Dashboards to track process performance, identify bottlenecks, and measure ROI.

  5. Role-Based Access Control: Define permissions and ensure data security.

  6. Scalability: The ability to grow with your business needs.

  7. Mobile Accessibility: Access and manage workflows on the go.

  8. Collaboration Tools: Features for team communication and task assignment.

  9. Audit Trails: Comprehensive logging of all actions for compliance and accountability.

  10. Low-code/No-code Capabilities: To empower business users to build and modify workflows.