10 Features Every Workflow Management System Should Have
1. Intuitive, Code-Free Workflow Designer
If you ask a process owner to create a workflow, she is likely to draw a straight line with key steps in the process, each requiring input, approval, or denial.
A great Workflow Management System let’s you think in simple linear loops and does all the complex stuff in the background.
2. WYSIWYG Form Designer
In 2018, there’s no excuse for a form designer to be anything less than awesome. It’s got to be drag-and-drop. And you need fields, lots of fields. Text, numbers, maps, calculations, drop-downs, and more! If you aren’t initially impressed at the form designer of your workflow management system, chances are that you will outgrow it pretty fast.
Want to select the next actor of a task from the form? Want to link your form to a different database? Want to display live data from a website? All of this should be very easy to accomplish.
Your form designer should be simple and intuitive and shouldn’t require a consultant to walk you through it.
3. Integration With Other Cloud Services
Integration used to be a nice-to-have feature for workflow management. Now it’s essential.
Workflows don’t operate independently from other processes. Documents, sales reports, cash-flows, calendars, and contact details should all flow smoothly from your workflow tool to your CMS, calendar, email, financial software and more.
If your workflow management system isn’t incredibly easy to set up to integrate with other tools out there, it’s already outdated.
4. Cloud-Based Technology
The cloud vs. on-premise debate is pretty much over. Choosing an on-premise option is like betting that MySpace is going to make a comeback.
And it’s not just about access to your data from any location. It’s about who’s in charge of updates and maintenance. It’s about compliance and privacy of data. It’s about building a partnership with a vendor rather than just making a one-time purchase. Your workflow management tool needs to exist in the cloud if you want any shot to make it useful for your team.
5. KPI-Based Reports
Lots of workflow tools out there will let you create a simple workflow. But if you are serious about actually achieving a new level of productivity, you are going to need some solid reporting features.
When you first automate a workflow, you are entering a testing ground. What you thought was running smoothly might be taking much longer than you anticipated. You may realize you need a new step, or find that you have too many steps. A robust KPI-based reporting function in your WMS will let you see and analyze where the bottlenecks are and where to focus your attention.
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6. SLA Status Indicators
A good workflow management system will be your one-stop-shop for all the core processes in your organization. So, your workflow tool may have more than 30 workflows running at any time. When you think about viewing all of these on a dashboard, you need a way to make sure you are staying current on all of your tasks.
SLA indicators can let you know which ones are the most pressing, and which ones can wait while you handle other tasks. The dashboard of your WMS should use color codes or a similar tool to draw your attention to the most pressing workflows.
7. Notifications When and Where You Need Them
The key to automated workflows is that you never need to push them. Like a pinewood derby car, as soon as you start a new process, it should keep going until it finishes without anyone needing to follow up.
The key to this kind of flow is notifications. An effective business Workflow Management System will send notifications via email or push notifications on your mobile to remind you of upcoming approvals. Users should also be able to customize the kind of notifications they receive.
8. Parallel Branches
All workflows are sequential, but some are special. Some sequential steps can happen at the same time. Take a travel request or a purchase requisition. It has a very predictable path, but what if it is for international travel? You may need a separate track that handles passports and other details of the upcoming trip.
Adding this kind of complexity should be easy and shouldn’t require a degree in computer science. Right from the form, you should be able to add a branch and create conditional tasks easily.
9. Role-Based Access Control
Many workflows contain sensitive information that is not intended to be shared with everyone in the process. Every Workflow Management System should allow you to customize what each user can see and edit. Making a quick change to this part of the workflow should not break it or affect historical requests.
10. Transparent, Easy Pricing
Why invest a huge amount of capital into software that may cause you more trouble than it is worth? What if you only want to automate one process between a few people? Do you still need to invest a lot of money?
The best Workflow Management Systems operate on a monthly pay-as-you-go model where the fees are all inclusive of running costs and you only pay for the number of users accessing the system. If a workflow tool won’t tell you the cost right on the website, it means they are trying to figure out how much they can get out of you based on your size and reputation. Pick a tool that is upfront and won’t give you sticker shock when the first invoice comes through.