Workflow Software

Workflow Management is the methodology of designing an automated routing system for a series of tasks.
Workflow Management Software is a the software used to design an automated routing system for a series of tasks.

1. What is a workflow management system

Workflow Management Systems are graphical diagrams that depict the plan of action for a job. In amongst this workflow diagram should be;

  • The steps needed to get from A to B in the context of the job itself.
  • The time spent on each step for maximum performance.
  • The distance supplies have to travel and other such attributes along the way.
  • What team member/group is picking up what specific tasks.
  • Various other minor aspects such as resources needed, who to contact for assistance or even just useful tips such as a progress report.

All of this, when put together, makes up an easy and effective way for your business to stay on track and to ensure it’s hitting the right kind of targets. This will also ensure that members of staff are much clearer about what they need to do moving forward in their role within the company.

You normally need to put in the hard work and the effort in a manner of speaking to actually make the diagram itself, but doing so does some very useful things for your business including;

  • Removes uncertainty about what group is to do what task in your business.
  • Makes it clear what is needed and how long groups have.
  • Ensures no part of the process is being held up by a lack of clarity.

In short, not using a workflow diagram in the modern world is paramount of negligence! It’s an absolute must in any forward thinking business who wants clarity for each member of staff.

2. Workflow diagram symbols

The range and the expertise needed along the way to run a workflow diagram, though, means that you need to understand a very important part of the process– the workflow diagram symbols. Without them, the message can get confused or lost and therefore the useful nature of the diagram would be lost. Workflow diagram symbols are so vital to making sure that the project runs the way that you intended, and so that everyone who is on your staff can look at these options and work out why they are such a useful asset to their services moving forward. When you explain what each kind of symbol on the diagram means, they can easily get to grips with how the diagram itself is put together and what each prompt elaborates to.

So, what should feature on your typical workflow diagram lists?

The Oval The first and most commonly used symbol within the workflow diagram, an oval will act as either the start or end point for a process within the workflow diagram itself. It’s very important to note how important the oval is as without it processes are hard to unmask.

Arrows Arrows point to the connection or relationship between one section and the next. For example, it could be saying in the workflow diagram that you need to turn on the PC, and then fire up the specific software needed to understand the process – the arrows, though, create the relationships. A simple example, but they are effectively used to show where one step leads.

Input Input and output – the things needed to actually make the process work – are included in a parallelogram, normally. Whilst this can change your standard workflow diagram will operate to this standard. It looks great and is very easy to follow, making your business much simpler to operate moving forward.

Process Rectangles Everything that is actually required to be done such as a process or an action is encased in the rectangle that represents processes. A process is something that has to be carried out, an action that has to be taken.

Decision Diamond A diamond indicates that you have a choice to make and will usually be a vital factor in the success of the plan. These should be included when you need the team member who is reading the guide to work out what path or direction to head in.

3. The differences between workflow and flowchart

For many businesses, a common yet costly mistake tends to come from misinterpreting what certain actions and programs are. Not only is this a big problem from the perspective of putting a cohesive business process together, but it becomes really difficult to make sure people are following the correct guidelines moving forward. Indeed, one of the first things that you will notice is that certain terminology creeps up, when often people are talking about the same thing. For example, you may hear about both flowcharts and workflow plans as if they are one and the same - the fact is that they are separate things.

Whilst one can be used in the other, they are very different and bear no resemblance to one another the vast majority of the time.
So, what’s the main difference between them both?


A workflow is, in essence, a definition of a process that shows how something should be done. For example, let’s say that your business uses a very specific form of planning to get things done and to give you the route forward; it could be a piece of software, for example.

To make sure that everyone can do this right and make it actually work out, there needs to be a plan and a specific process to follow on with. This is what a workflow will describe to all users. Whether it’s put in the form of a step-by-step text guide, illustrations or even a flowchart style is entirely up to the creator.


A flowchart, meanwhile, is a diagram that describes an entire process in a graphical format. However, while a workflow diagram will tend to be quite different from a flowchart, they can be one and the same. A workflow could be described via diagram, but the difference is that a workflow can be put into many different formats. Typically, a flowchart will be graphical only.

A flowchart uses imagery to show people how to get the job done, whilst a workflow plan will ensure that people can learn about a process usually through a step-by-step explanation.

Either way, both are incredibly important to the safe running and management of a consistent and effective business. Whatever one you decide to use as your main way of explanation, either can be useful weapons in ensuring that your business is moving forward in the right direction and that it has the tools it needs to really make things count.

4. Workflow Patterns

Should you have been involved in management or strategizing within a business in the past, you will no doubt have heard people discussing a workflow, specifically workflow patterns. The term workflow patterns have been used in the workplace for many years, yet for every time it seems to be used the actual explanation and reasoning behind what it means will change quite significantly.

Naturally, this represents a major problem for many people and it will, eventually, cause you some problems if you are misinformed about what workflow patterns are, or indeed how you can use them most successfully to your advantage.

Workflow patterns are essentially concepts put together to show people how to get from A to B when involved in a particular process. They typically follow some form of strategy to help reduce things like maintenance time, or even how long it takes to put specific parts of that specific process into position.

The plan of workflow patterns is for them to work in real time, and that every step will be followed throughout the process regardless of what you need or want.
Why do I need workflow patterns? Workflow patterns typically will make sure that a business is moving forward in the right way and that it has the potential to tap into long-term growth thanks to increased efficiency and proficiency.

Another important term to remember, though, is that workflow patterns are sometimes aggregated. This means that they are put into chains; to simplify, that means certain conditions have to be met to ensure that it can even begin the process in the first place. Essentially, you ensure that something specific has to occur for the process to go from one side to the next.

To make sure this operates in the way that you want, you need to know how you are going to apply these workflow patterns to your business. They can be put in using multiple contexts and ideas, meaning that they have to be very clearly defined and shown otherwise it can be misinterpreted and therefore the point of the whole process is made null and void.

For help in making sure that this does not occur, you should look for assistance in what kind of workflow patterns are beneficial to the ailing parts of your business. Taking the time to do this is very much worth it, as it will help you really amplify the level of understanding each member of staff will have from the patterns themselves. Rather than taking the mantle on yourself, allowing an expert to take on the process for you can be more effective.

To put the whole thing into context, you need to know how you are going to manage your workflow patterns so that every member of the team can get involved properly within the process.

There are various pattern forms out there that include things such as state-based patterns, multiple instances, structural patterns, basic control patterns and cancellation patterns.

Another key part of this, though, is being able to understand the various perspectives that can come with using something like this. That includes patterns such as exception patterns and data patterns, all of which another layer of challenge to the whole process and make mastering the classification of these workflow patterns much more difficult.

Whatever you decide to do, you will find that the pre-set patterns out there can be a great way to keep your business ticking over and to avoid any misrepresentation of what you have asked any members of the team to put in place, helping to enforce results and discipline within your business.

For a large chunk of businesses today, the day-to-day management and preparation of their affairs can be harder work than they once seemed, thanks to the increasing range and style of services most businesses offer. This means that even the smallest of tasks can take a lot more planning and preparation than they once did. However, one of the major problems that come with management is putting it together in a way that everyone can understand! Businesses have so much to do today, that a lack of understanding about the process can lead to the project falling apart. This causes individuals, and the general workforce, not to have anything like the potency that it should have had.

For any business in this position, there is always the choice of using something known as a workflow diagram. The term workflow diagram is one that you may have heard multiple times in the past, without really knowing what it means.

What it is not, though, is just a drawing; it’s far more than the sum of its parts, in that it tends to provide a whole range of details to the reader regarding taking on a specific task. By helping people become a greater member of the team, a workflow diagram can ensure that the entire group can surpass previous performance levels greatly. To be a success, your business has to be better than it appears; it has to make the most of every last resource made available to it. Through the help of a workflow diagram, you can guarantee that.

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