Ditch Your Coding Woes (and More) with an Automated Workflow SystemIf you’re a company top honcho but an average Joe when it comes to coding and design, whether it’s website layout, finding your way around a complicated piece of application, or using a workflow software for your process automation needs, the mere idea of having to work with codes may be a daunting proposition. But fret not, you’re not alone. Besides, as goes an old adage, a problem without a solution is actually not a problem.
While hiring a qualified professional would instantly make the coding problem go away, formalizing your process workflows by using a workflow software that supports “codeless” designing via the drag-and-drop method may be a more viable option.
That said, if you’ve decided it’s time to automate, or to complement your existing system with a more robust one, and are on the hunt for the best possible workflow software for small businesses, aside from not having to go back to school to learn how to code, here are five important points you should bear in mind:
- Breakthrough flexibility and usability.
One reason an automation workflow system is worth your time, trouble and money is when it allows you to create and design on-the-fly alterations without disrupting your business’ current workflow operations. It’s a fact of life that even the most structured of business processes may require some tweaking every now and then, if they are to perform according to end-product specifications.
- Manage tasks with ease.
Aside from automatically generating next-step tasks, your workflow process system should provide an environment where individual users can customize, simplify and manage their tasks with no difficulty, while being visible and easy to track from the main dashboard.
- Work with tasks directly within Microsoft Outlook.
If you know how to properly work Microsoft Outlook to your advantage, it is an application worth keeping. And loyal Microsoft Outlook users are likely to cringe at the idea of having to totally ditch Microsoft Outlook in favor of a new system that would probably require a steep learning curve. A good workflow system should easily integrate third-party applications through APIs (application programming interfaces).
- Create separate workspaces for separate departments.
Through shared resources, automating every project, activity, area or department of your business should be a breeze with the right workflow software. A versatile automation tool generally contains pre-designed workflows for HR, IT helpdesk, software development, office management, among others. Plus, creating customized workspaces for specific projects and departments can be possible with just a few clicks.
- Work securely.
A reliable workflow tracking software should allow you to assign unique security rules to each department or workspace, group or individual role from a centralized system. This way, because you have total control of information that can be seen and accessed by every member of your team, you don’t have to worry about sensitive data leaking to departments and/or individuals who shouldn’t have any access to it.
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