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How Do I Choose the Best Workflow Framework?

By D. Nelson
Updated May 17, 2024
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To choose the best workflow framework, it can be a good idea to make a list of your workflow needs first. Once you have determined which workflow program features from which you can benefit most, you may want to become familiar with the different kinds of software on the market. If you must set a budget, you should probably limit yourself to browsing those programs that offer the features you need and which are sold for a reasonable cost. Many professionals use trade resources and colleague recommendations to find a workflow framework that has a good reputation.

Workflow describes the process through which a document passes, from its introduction into a system until its moment of completion. In the insurance industry, for example, workflow might describe the series of stages through which a claim passes. The process might begin at the moment a client files a claim and ends when a claim is either denied or approved. Workflow framework describes the model or foundation that guides a workflow process.

In order to choose the best workflow framework, you should determine from which features you most can benefit. A good first step might be to perform an analysis of your current workflow system. Determine where processes can be improved and where they are successful. Many managers choose to hire consultants who can provide valuable feedback. Some consultants also can inform managers about current trends and technological breakthroughs that might influence their decisions.

Software that provides workflow services ranges from free to costly. To make the process of choosing a workflow framework easier, it might be a good idea to create a budget. Free software tends to be open source and is often utilized by smaller businesses with basic needs. Larger companies and businesses with complex workflow requirements may benefit from more costly software that can support more users and which may offer a number of advanced services.

Some common features of workflow framework software include email services that streamline communication and template documents that can help professionals in particular industries to save time. Many programs record notation regarding who has received a document and who has made changes to it. Programs for industries in which client communication is a primary factor may include client interfaces that are easy for customers to use.

If you find that you are considering two workflow programs that appear quite similar, it may be a good idea to use trade resources, such as websites and periodicals. Articles and reviews about workflow framework programs can help you to learn which kinds of software are most commonly used. Trade shows and colleague recommendations also can be helpful resources.

WiseGeek is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.
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