What features should I look for in workflow automation software?

When evaluating workflow automation software, prioritize features that contribute to efficiency, scalability, and user adoption:  

  1. Visual Workflow Designer: An intuitive drag-and-drop interface for easy process mapping.
  2. Form Builder: Customizable online forms for data capture at each stage.
  3. Integration Capabilities: Connectors to various business applications (CRM, ERP, HRIS, etc.).
  4. Approval Workflows: Flexible approval routing options (sequential, parallel, conditional).
  5. Reporting and Analytics: Dashboards to monitor process performance, identify bottlenecks, and measure key metrics.
  6. Role-Based Permissions: Granular control over user access and actions.
  7. Notifications and Alerts: Automated emails, in-app notifications, or SMS for task assignments and status updates.
  8. Mobile Accessibility: Support for managing workflows on smartphones and tablets.
  9. Audit Trails and Version Control: To track changes and ensure compliance.
  10. Scalability and Performance: Ability to handle increasing volumes of workflows and users.
  11. Security and Compliance: Data encryption, secure access, and industry certifications.