Integrated Workflow System: 5 Essential Features You Should Have

An integrated workflow system is a must have for businesses of any size; rather than using a dozen different applications, you can have just one central system that helps you to streamline your business needs, optimize your processes and keep track of everything. From sole traders to multinational corporations, integrated workflow systems are widely used by businesspeople for everything from collaboration to customer management to internal communications.

Depending on your business needs, there are plenty of different features available on integrated workflow systems, and a good system will be highly customizable to meet those needs. But there are some standard features that are essential to anyone running a business. Here’s what to look out for.

1. CRM

Have a client list as long as your arm? Have clients from 2012 whose names, faces and e-mail addresses you’ve forgotten, who you could probably be getting more work from? A good CRM helps you to maximize your lead generation potential by organizing your contacts, so that you can make sure to send out those Christmas cards!

2. Project Management Tools

Yes, even for a sole trader, this is so important. If you’ve got multiple projects going on at once, it can be very hard to remember all your deadlines, and how much work you still have to go! If you’re working with a team, then allocating tasks and monitoring progress is a crucial element for your success. Time invested in project management now will lead to great returns later, and it lets you spot any potential problems much quicker.

3. Invoicing

An integrated workflow system that includes invoicing reduces the ample room for human error involved in manual invoicing. If your current invoicing system is Post-it notes/a rarely updated TXT file on your PC/relying on your memory, then you’re probably losing money unnecessarily. Being able to create and send invoices via an integrated workflow system, and then to be able to update that system in real time when an invoice is paid, will save you scouring through months of bank statements later trying to figure out if you got paid for that project or not. On the other hand, for medium-to-large businesses, using a centralized invoicing system means that you don’t have to rely on your colleague who keeps track of invoices via the aforementioned Post-it notes.

4. Accounting

Being able to see how your business is balancing in real-time lets you identify trends that can make or break a business. It’s better to realize that there’s an opportunity or a problem now than at tax time! Using an integrated workflow system that includes accounting features saves you from having to use separate accounting software, and it means that your accounting data can be more easily updated, shared, or taken into consideration when using other features in the integrated workflow system.

5. Cloud-based.

The advent of cloud-based business services means that you don’t have to worry about lugging your laptop around with you everywhere you go: you can access your business information from anywhere with an internet connection, collaborate with colleagues, and not have to worry about losing important data if your computer crashes. You’re also never faced with the awkward problem of having forgotten to e-mail through an important report to your manager: if the report was created in a cloud-based integrated workflow system, then it’s right there straightaway!
At InBold Solutions, we offer all of the above, and a drag-and-drop custom web application development feature that’s easy to use and lets you do things your way. Every business is different, and instead of relying on rigid, inflexible workflow solutions, you have the power to make the changes that suit you. Why not start out by trying our free plans to get an introduction to the way our services work? We’re looking forward to helping you do business better!

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