Workflow is a mapped, documented series of steps necessary to achieve a repeatable and recurrent goal. A process is a set of activities that includes the workflow and other factors, such as people, tools, and reports. Workflows are more predictable and orderly, making them easier to automate.
Automate day-to-day internal tasks using workflow to eliminate repetitive work, remove bottlenecks, reduce errors, eliminate busywork, and increase productivity across the company. More efficient operations drive millions in cost savings.
Workflows help organizations organize, track, and optimize the processes they rely on every day. They are the reusable instruction manuals of the business world, saving time and resources on every repetitive task.
This may be a checklist that someone in human resources completes during the onboarding process, the procedure a sales team member follows when moving a lead through the sales pipeline, or even the steps of a fully automated expense reimbursement process.
Workflows range from simple tasks that can be performed by individuals to massive processes that involve hundreds of team members across business units. Despite this variation, all workflows are repeatable.
Consider 2 similar scenarios:
In both cases each time similar series of steps are completed. These steps form what is called a workflow or a set of workflows which is part of the process.
Sequential workflows occur when each step depends on the completion of a previous step. Rules-based workflows using conditional logic (if this then that kind) are an example of a type of sequential workflow.
Parallel workflows occur when multiple tasks can be performed concurrently. These workflows also referred to as state workflows, are sometimes dependent on each other.
Rule driven workflows. Similar to sequential workflows, except progress is governed by more sophisticated conditions. In this model, moving from one task to the next involves rules similar to those in conditional programming, with “if,” “else if,” “else,” case statements, or traditional logic evaluating rule statements as true or false.
Benefits of using workflows
How to get started with workflows
Insurance claim settlement
Log claim for insurance, verify documentation, verify entitlement, damage assessment, legal procedures and compliance, limits and approvals, settlement.
As an important part of the repetitive hiring process, employee onboarding requires a standardized procedure for welcoming new hires, communicating them what they need to know about the company and their responsibilities, and integrating them into the workforce.
A common and ongoing workplace activity. Using a workflow for expense reimbursement to track requests, receipts, and payment status can help set expectations and streamline the whole process.
Application for leave, checking the leave balance and eligibility, checking if the applicant is in notice period, if anyone on leave has assigned responsibilities to the applicant, any approvals required etc.
In sales, lead generation, opportunity research and assessment, follow-up, proposal writing, and negotiation are all repetitive tasks that are easy to organize into a workflow, making the whole sales pipeline more efficient and standardized
Start creating and managing workflows today
Whether you need to make sure new team members are engaged, streamline your expenses, or generate and close leads more quickly, workflow management applications can help. Workflows can make you more agile and collaborative, improve employee performance, bring about transparency, improve compliance, boost productivity and profitability, all while automating repetitive tasks and creating useful documentation for critical processes.
Deploy effective workflow management solutions
JurniTech offers workflow management solutions to solve problems across every business unit.