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What is a Workflow And How To Implement It In Your Business?

Jim Williams Tutoring
What is a Workflow And How To Implement It In Your Business?

A Workflow or workflow is a way to automate tasks or activities that are part of business processes. Fundamentally, it is about the information passing between the different participants in the process following some predefined rules. Previously, companies used to prepare these workflows manually. However, businesses have started partnering with the best enterprise software development company. Therefore, they can prepare, share, and monitor workflows online now.

Although you can achieve it manually, it can be automated thanks to technological advances, which offer many advantages to companies.

Here is a brief discussion on workflow if you do not know much about this process and its benefits:

What is a workflow, and what are its main benefits?

All companies carry out repetitive processes, some of which are carried out almost daily. They are processes that execute a succession of steps to achieve the desired result with the help of enterprise software development service company in Canada.

We will achieve many advantages using automation tools that optimize the development of these processes. It is where the workflow comes into play, which, translated into Spanish, is known as "workflow, " and it precisely automates these repetitive tasks.

These tasks, and the information they collect, are passed from one worker to another, following a hierarchical order and rules. The company establishes the rules and patterns after incorporating workflow in the software with the help of enterprise software development company.

It is how these flows are usually systematized using information technologies. The benefit of a well-organized workflow means company departments can improve their communication to improve overall company’s performance.


Also, implementing workflows helps connect both information technology and business processes.

It, in turn, makes each employee comply with and execute the activities assigned to them, thus improving the quality of work.

The primary and general advantage of implementing this type of technology is the optimization of work in the business.

It is achieved thanks to the improvement in communication between departments. The fact is that all activities are planned and systematized.

In the same way, they also help to significantly improve productivity within the company, avoiding problems related to the administrative part. At the same time, costs are reduced.

Workflow Types

There are different types of workflows, but they are generally classified into the following groups:

Production workflows

When the set of tasks we handle is predictable and repetitive, we speak of a production workflow. As soon as these processes are started, everyone in the company knows the way forward. All the actions to be carried out are well defined, have been pre-established and are known by all, and although changes or adjustments may occur, these will be minimal.

Here, it is essential to mention that only partnering with the best enterprise software development service company in Canada can help you get such an advanced workflow feature to improve your overall workflow procedures and business operations.

Ad hoc workflows

This type of workflow allows the process to be modified as it is being developed; that is, the rules and tasks that compose it can be created or modified during the operation of the process itself.

Administrative Workflows

It is a hybrid of the types mentioned above of workflows. It is used to develop tiny, or nothing defined repetitive, predictable tasks that allow the inclusion of relatively simple coordination rules.

How to implement a Workflow in the business?

If you want to apply an automated workflow in your business, you must follow the steps detailed below:

1. Define the objectives of the workflow

When putting a workflow into operation, the first thing is to be very clear about the objectives we intend to achieve with its application. In addition to defining that objective, we will also identify the following elements:

Participants. You have to recognize who the participants in the workflow will be; these can be both people and systems but must be identified as participants.

2. Graphic design of the flow or process diagram

When we already have clear the participants, the actions they have to carry out and the information that has to be handled, it is interesting to graphically capture the entire process so that we can visualize all the steps to follow and the possible variations of the route. , intermediate steps, participants, possible actions, conditions, and who should execute each step.

The graph allows us to identify each detail of the process, and we have a clear vision of it thoroughly. Thus we can review each step and try to optimize the flow. It will also help us a lot when undertaking the next point.

3. Implement the workflow

Once we know what for and how it will be a matter of deploying the automated workflow, the users can use it.

We will capture the workflow in the corresponding tool, whether it is a marketing automation tool, Inbound marketing, document management, etc.

It is interesting to test with a small sample of users to ensure that the workflow meets what we need before launching it massively.

4. Measure results

It is essential to measure the results obtained with the workflow. Thus, we know if the objectives defined in the first point are met and see if it is necessary to redefine or adjust it or, on the contrary, it is not required to touch anything since it perfectly complies with what we need.

Now that you know how to implement a workflow, what it is and how it can help you automate your company's processes, it's time to put it into practice.

Jim Williams Tutoring
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