Workflow and Automation
Workflow in a business environment is loosely defined as a systematic collection of tasks or activities performed in sequence to accomplish a particular goal. Workflow is repeatable. It is orchestrated step-by-step until the desired task is completed.
Core Principles of Workflow Software
- . User Focus – Workflow software should be user-centric. It should be easy to use for both IT staff and office workers alike. A simple, drag-and-drop interface works well for maintaining a user-centric environment.
- . Full Integration – Workflow software should fully and seamlessly integrate with other business systems and data sources. Without full integration, workflow software is not as efficient as it should be.
- . Flexibility – Software should be flexible in the sense that workflows can be modified and adapted as conditions warrant. Rigid, hard-coded processes are not easily modified, thereby disrupting workflow when business needs change.
- . Scalability – All business software should be easily scaled. Workflow software is no exception. Scalability allows for easier modifications in either direction.
What You Get With Custom Software
Workflow software tools are available as off-the-shelf solutions. An off-the-shelf product might work well enough for your organization but count on having to deploy at least a few workarounds. No such workarounds exist when you choose custom business software from Modest.
Custom workflow software offers:
A Visual Workflow Designer
- . And easy to use drag and drop interface.
- . A complete library of workflow templates.
- . The ability to create and apply custom rules.
Data Collection
- . Customized forms for capturing digital data.
- . Full integration with all of your data sources.
Task Management
- . Automated task creation and assignment.
- . Task tracking at every level.
- . Automated notifications.
- . Multi-level approval.
- . Customizable and conditional routing.
Analytics and Reporting
- . A dashboard-based reporting system.
- . Real time data analysis and reports.
- . Process mining capabilities.
Custom workflow business software can be designed to fully integrate with external APIs and connectors. This way, software is easily integrated with other systems. Integrated software can trigger external actions within those systems.
Software for the Workflow
At Modest, we believe in the concept of building our custom software to match the client’s workflow. It is not your responsibility to adapt to the way we do things; it is our responsibility to adapt to you. The workflow and automation software we design for your organization will be unique to your needs and circumstances. Your software will be unlike anything you could purchase off-the-shelf.
The Modest design philosophy for workflow software is built on:
- . Clear objectives defined by the client.
- . Visual process mapping.
- . Identifying inputs and outputs.
- . Defining the steps to convert inputs to outputs.
We break down each process into manageable tasks and subtasks, we utilize decision points to guide workflow forward, and we design it all with enough flexibility to allow quick adaptation as business needs evolve.
Let’s Talk About Your Workflow
Every organization has a workflow. Some workflows are more efficient than others. Oftentimes, the difference between efficiency and inefficiency boils down to how workflow is managed.
How is your organization’s workflow? Let us sit down and talk about it. If you are already managing workflow with software, perhaps custom business software could do a better job. And if you are not using software already, there is no better time than right now to change that.
Modest workflow software with built in automation could transform the way your organization operates on a day-to-day business. All of our software is customer-centric and user-friendly. To learn more about what we do, contact us by phone, email, or the Contact page on our website.