"Workflow management" refers to the organization, automation, and control of business processes within a company or organization. It involves defining workflows, assigning tasks to employees, tracking progress, and optimizing processes to increase efficiency, productivity, and quality. Workflow management systems provide tools and functions for modeling, executing, and monitoring workflows to ensure tasks are properly executed and organizational goals are achieved.
Typical functions of software in the "workflow management" area are:
Process modeling: Ability to create and visualize process diagrams or workflows that represent the sequence of activities and decisions in the workflow.
Task assignment: Automated assignment of tasks to employees based on defined rules, roles, or skills to ensure the right people get the right tasks.
Notifications and escalations: Sending notifications and escalations for task assignments, deadline breaches, or other events to ensure workflows run smoothly and no delays occur.
Workflow control: Control and management of the workflow by automating processes, decision points, and conditions to adjust the workflow according to business requirements.
Workload balancing: Balancing workload among employees or departments to ensure an even distribution of tasks and optimal use of resources.
Reporting and analysis: Provision of reports and analysis on workflows to gain insights into performance metrics, bottlenecks, and improvement potentials.
Integration with other systems: Seamless integration with other enterprise systems such as Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), or Document Management Systems to ensure smooth information exchange.