Operations Management Articles

How to Choose Business Workflow Software: A Handy Checklist

by Rhian Davies
Published on 21 February 2017

There are certain tasks we have to do, but that we'd like to forget about: I'm thinking tax returns, filling out any kind of form, and of course, ironing. Wouldn't it be nice if all of those things got done in the background, without you having to lift a finger?

getapp handy checklist

Business workflow software helps to systematize the way in which people and software interact in order to simplify repetitive tasks, customize business processes and workflows, and analyze the performance of such processes.

As all actions, tasks, and responsibilities are recorded in the system, business workflow software can visually demonstrate where improvements, such as reallocation of certain tasks, can be made in your team. Clearly defined workflows can also help to streamline business processes through automation and predetermined 'triggers', for example, "automatically close the job advert on the date deadline".

What to look for in a business workflow solution

To help you choose the best business workflow software to not only save you from the monotonous and time-consuming tasks, but to increase business efficiency and take advantage of performance metrics, we've put together this handy checklist.

how to choose business workflow software

Fancy saving a copy of the checklist? Click here to download a PDF version.

Looking for something more specific?

KiSSFLOW - has a 5-step wizard for building workflows and supports both Android and iOS

GlobiFlow for Podio - is an extension for the Podio project management app, adding further backend workflow functionality

Wrike - has Gantt charts, custom report builders, and branded workspace options

Process Street - allows you to run processes as 'collaborative workflows', has drag and drop functionality, and integrates with Zapier.

If you're still unsure what kind of solution you might need, check out leading business workflow apps, and independent reviews of business workflow software.


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Apps mentioned in this article