Workflow Application – What it is & How to Use it [3 Practical Use-Cases]

Amit Kothari

in Tallyfy Workflows and BPM

A workflow application is a spin-off of the age-old business process management software. The main difference is that workflow apps are easier to use, cloud-based, and don’t cost an arm and a leg.

In this guide, we’re going to teach you…

  • What’s a workflow application?
  • How workflow apps benefit your business
  • How to use a workflow app
  • 3 practical use-cases for a workflow app

What’s a Workflow Application?

A workflow application is a tool that allows you to automate business processes. By automate, we don’t mean the entire process, though.

While that would be pretty cool (imagine a product manufacturing itself!), it’s pretty much impossible.

Rather, the workflow app automates the guidance of the process. Without software, the employees have to communicate in between themselves.

So let’s say the employee in charge of task #1 finishes their work. They need to manually reach out to the employee charged with task #2 and tell them it’s their turn to work on the process. They might also give them some sort of information or data needed for employee #2 to complete the task.

With a workflow application, this is completely automated. The software makes sure that every employee that’s part of the process receives their tasks, deadlines, data, and so on. This makes the process significantly smoother & more efficient.

In addition to process automation, workflow applications have several other benefits. You can, for example, track relevant metrics…

  • How much time does the workflow take?
  • How much time do individual tasks take?
  • How often are the deadlines missed?
  • Are there any frequent bottlenecks within the workflow?

How to Use a Workflow Application

As with most other software, your journey starts with a registration. We might be a bit biased, but Tallyfy might be as good of a start as any. Unlike most BPM or workflow software, it’s free to start!

Once you’re on the platform, you can…

Create Processes From Scratch – Our unique drag-and-drop workflow builder makes process creation easy. Zero coding knowledge required!

Use a Workflow Template – Tallyfy’s platform offers 10+ different workflow templates, such as employee onboarding, client onboarding, approvals, and so on.

workflow templates screenshot

Customize Templates – Every company has its own unique spin on processes. Take some of our public processes & personalize them for your needs.

Once you’ve picked the processes you’ll be automating, you need to get all the relevant employee on board the platform.

Whenever you start working with a process template, you can send out invites through the “new” button…

new coworker screenshot

Then, kick-start processes whenever they’re needed. Go to templates è library and click “start processes” for whichever workflow you’re working on…

process template start screenshot

Then, assign the right employee to each process step…

employee assign screenshot

And of course, hit start!

You’ll get an option to view 2 different dashboards. In “process tracker,” you can view the processes you’re personally involved in, archived processes, all processes, etc.

process view screenshot

And on the other hand, you can also have the “task-view.” Since task and process management can intertwine, you can use Tallyfy for both!

The task tab shows all the tasks you’re responsible for sorted by urgency…

task view screenshot

If you’d like to learn more about the practical applications of workflow software, read on for some of the use-cases!

3 Practical Workflow Application Use-Cases

Workflow applications are, for the most part, used for procedures. Onboarding is a good example – whenever you hire a new employee, land a new client or supplier, and so on, you have the exact same steps you need to go to.

In this guide, we’re going to cover employee onboarding, approvals and content marketing, specifically.

Employee Onboarding

Your employees are the key to company success.

If you keep them happy and satisfied with their job, they’ll do their very best to help the organization succeed. If you fail, though, replacing them will be expensive.

How expensive? As a given, it depends on the level of their experience. On average, it’s going to be…

  • Entry-Level – 30-50% of annual salary
  • Mid-Level – 150% of annual salary
  • Specialized – up to 400% of annual salary

While there’s no real way to make all of your employees stick, you can significantly improve your retention rates and lower turnover.

In fact, by employing a structured onboarding process, you can increase employee retention by up to 25%.

Want to create a structured employee onboarding process but not sure where to start? Our article might help!

Approvals

If you’ve ever worked with approvals, you probably know that it’s a lengthy & boring process.

You’re sitting at your desk with hundreds of different invoices laying around your desk – and you’re supposed to stamp all of them.

Even if you’re using email for approval, you’ll still end up sending hundreds of emails, overloading your co-worker’s inboxes.

Instead of dealing with all this, you can use Tallyfy’s workflow application as a centralized hub for all your approval processes.

And to make this even better, you can automate multi-step approval processes. Once you’ve approved a document, the system automatically sends it over to the next person that has to approve it, right until the process is complete.

Content Marketing

Content marketing can be extremely hectic – trust us, we know. We’ve been doing that for a while.

The process is usually very straightforward…

  1. The writer creates a draft of the article
  2. The writer submits instructions to the designer about what the article should look like
  3. The editor polishes up the article until it’s gold
  4. The designer creates the relevant graphics
  5. The marketer creates a list of channels for outreach
  6. The SEO specialist optimizes the article for search and publishes it
  7. The marketer does outreach

In theory, this doesn’t sound too complicated. In practice, though, it can be very hectic.

The designer gets piled up in product work and forgets about the deadlines for the graphic, the marketer is late with the outreach list, etc.

With a structured process, though, this whole thing becomes much, much easier.

Learn more about content marketing workflows with our guide, or just head over to our platform and give it a try!

Getting Started With Workflow Applications

Until recently, getting into process management was extremely hard.

Most BPM software can cost up to 6-figures to even get started. Workflow applications, however, make this affordable for businesses of just about any size.

Give Tallyfy a go. If you see significant improvements to your processes, good! If not, you’re not losing anything.

Want to learn more about how workflow management systems work? We’ve got a dedicated guide for that!

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Turn ad-hoc chats, request forms and approvals into trackable processes that reduce your stress.

Marketing

  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing

Support

  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions

Finance

  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams

HR

  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests

R&D

  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes

IT

  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists

Sales

  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks

Analysts

  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

How much time can you win back with Tallyfy?

Time wasted per person

1 hour

Number of employees

100

$ wasted per day

-$4400

Annual Pricing (2 months free)Monthly Pricing


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10 members minimum

  • Document playbooks and how-to's
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  • Migrate your existing operations manual
  • Start a continuous improvement culture

Replaces

Flowcharts & Documents

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Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions

Ensure forms & tasks never slip through the cracks

$150 / member / year

8 members minimum

  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs

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$300 / member / year

4 members minimum

  • Automate decisions with rules
  • Approval workflows & smart views
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  • Addons like analytics, SSO & more

Replaces

Complex workflow automation

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Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

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