With Configurable Workflow, the Way You Do Business is Built Into the System

Even for the most complex business cases, workflow comes down to a simple equation: Scenario A happens, then activities B, C and D are performed.

It might be standard to follow up with a prospect one week after delivering a quote. Or protocol calls for providing a proof 24 hours after new artwork is submitted. Or it’s policy the pick-pack-and-ship process the same day as order approval.

Rather than count on cumbersome sales manuals, far-flung notepads, or just the knowledge inside someone’s head, the workflow is already built into the system.

Every company does it differently. But each transaction represents dozens of activities and processes that take it from start to finish. What those processes are and how well and consistently they are performed represent the success of the business.

The advantage of business management software with configurable workflow is that it allows a company to define its own processes and activities and then have the software system automate them. When a step in the transaction lifecycle triggers a workflow, the appropriate staff members are automatically alerted to carry out the associated tasks.

Rather than count on cumbersome sales manuals, far-flung notepads, or just the knowledge inside someone’s head to define the next step in a transaction, the workflow is already built into the system the way the company defined it and the system tells staff what needs to be done and when.

Workflow separates successful companies from unsuccessful companies. And business management software with configurable workflow helps ensure workflow is carried out the way the company intended.

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