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Every company has its own processes and workflows. Not every organization, however, gets the best out of them.
More often than not, your workflows aren’t nearly as efficient as they could be.
That’s where workflow apps come in – they’re the type of software that helps make your processes run better.
You're probably wondering who we are. Tallyfy is a product that simplifies and automates your business processes. It's the secret to running smooth operations. Instead of creating process diagrams (which nobody looks at), documentation (which you can only read and never action), emails, chats and chaos - you can create and run any process in your company within seconds.
Settling for basic and cheap project or task management tools is the biggest mistake you can ever make. You get what you pay for. If you try to save a cent - you will lose a dollar. Wasted time (at $40/hour) is far more expensive than the cost of software. There's a huge difference between process management and project or task management. Processes relieve stress, make things predictable - and help you grow and become efficient. Projects and tasks are just ad-hoc, unpredictable chaos.
It's important to understand that context before you carry on reading. Successful people are smart enough to fundamentally change the way they work "right now" and amaze themselves and everyone else with new ideas. You can stop fighting uphill battles every day immediately - and drive more personal success in your career by introducing the modern way of creating, tracking and even enjoying tasks with your coworkers.
Anyway ... sorry for the interruption! Let's resume the rest of the article.
The apps are all used in different ways, but all have the same end-goal: to make your workflows as efficient as possible.
Workflow and Process Management – Tools that help manage your processes, all the way from documentation to execution.
Process Automation – Whatever your business is about, you probably end up doing menial tasks every once in a while. These tools help automate all the grunt work, allowing your employees to focus on what’s important.
Task Management – For your workflows to be efficient, everyone should be aware of what their responsibilities are. Otherwise, your workplace will be extremely chaotic. These tools make everyone’s tasks, to-dos and deadlines clear.
Communication – Things don’t often go as planned – and that’s only normal. While you can’t always avoid disaster, you have to be able to communicate problems fast (and hint: email doesn’t really help). These tools make communication within your organization faster and easier.
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Anyway ... we'll continue from where we left off above.
Outsourcing – In some cases, there are steps in your workflows that can be done by just about anyone. Think, grunt work (that can’t be automated). Or sometimes, you’ll encounter tasks that fall outside your current employee skill sets. To make sure this kind of stuff isn’t a roadblock for your workflows, you can outsource certain parts of your processes.
Workflow and Process Management
To err is human. This is especially true when it comes to procedures.
Even if you’ve been doing something for years, there’s still a chance that you’ll let a mistake or two slip by.
There are, however, 2 ways to minimize risks and maximize process output …
Workflow Software – a centralized hub for all your processes. You can keep track of all your workflows in one place, and come up with improvements using inbuilt analytics. On the other hand, your employees get a step-by-step manual on completing any given process.
Online Chart Generator – Mapping your processes is also an option. You can use one of the many online chart tools to visualize a process, and from then on figure out how to improve it.
To get the most out of your workflows, you’d want to use process management software.
Tallyfy allows you to manage all of your processes from one centralized hub. You have the management POV, where you create and monitor procedures. You can see which processes are going according to the plan, as well as the ones that have bottlenecks.
On the other hand, there’s a task-based dashboard for all of your employees, putting all the to-dos in one place prioritized by urgency.
Sometimes, you can make your workflows efficient by streamlining them. That is, you find costly, time-consuming steps within a process and optimize them.
To do this, you need to create a workflow diagram & map out all the steps needed to carry out for process competition. This is, more often than not, done using a process flowchart.
One of the easiest ways to create a workflow diagram is by using an online charts tool such as LucidCharts.
You can pick from different types of charts (flowchart, SIPOC, etc.) and map out any given process.
Automating business processes can be very helpful for any organization. You’re taking out any irrelevant grunt work and letting the software handle it instead.
On one hand, your employees will be able to focus on work that really contributes to the company goals. On the other, you’ll be raising morale – no one wants to spend hours doing something that a machine could be doing.
These tools help automate process steps, or in some rare cases, entire processes.
Zapier is THE most popular automation tool out there. It helps integrate different third-party apps & automates any workflow that needs coordination between different tools.
You could, for example, zap together Intercom and Slack. Whenever a customer sends you a message through Intercom, you’d get a direct message on Slack to make sure you reply ASAP.
Or, you could zap your lead generation website & Mailchimp, transferring any website signup to your email list directly.
The possibilities are just about endless. Whatever you’re trying to automate, Zapier could probably help.
For a complete list of possible Zaps, you can check out this guide.
Updating social media profiles is, more or less, a very menial job. You have to sit down 2-3 times a day and come up with the right post.
With Buffer, you can completely automate the entire process. Rather than doing it on a daily basis, you can schedule your entire social media activity in advance. This can be weeks, months, or even a year – it’s completely up to you.
As a given, you’d still need to share any new content you would publish in real-time, but that’s nothing compared to operational social media work.
These days, every organization has dozens of online accounts: email, website, payments provider, software, etc.
Over time, this really adds up, making it pretty hard to find the right account credentials for any given app. This can be both annoying and time-consuming since you might have to do it several times a day.
Apps such as LastPass put all of your account credentials in their database. All you have to do is register & the software will take care of all the logins for you.
This can save both you and your employees a lot of time. The software is, additionally, very secure. It uses the 256-bit AES encryption, making it impossible to crack with any of the world’s available technology.
And since the encryption happens on your own computer, even the employees at LastPass can’t access your data.
Without task management software, there’s always a big risk of your employees messing up their responsibilities.
And that’s not really their fault – they have all sorts of things to do. Every once in a while, something can just slip by you. This can either be completely harmless, or very disastrous.
Task management software keeps track of all the to-dos, responsibilities and deadlines.
Basecamp is a web-based project management software. It helps make the “who, when, and what” aspects of your workflows clearer for both the employees and the management.
You can create different “boards” for either each business function (marketing) or project (software dev. for client X). Each board consists of different “lists,” which is essentially a category of tasks.
From an employee’s point of you, you get a centralized list of all the tasks you need to do, as well as their deadlines.
As a manager, on the other hand, you can see exactly what’s going on within your organization. If anyone needs help with something if there are any issues or bottlenecks, etc.
If you want to go for something simpler, there’s Trello. It’s basically an online Kanban board, which is nothing new to most project managers.
You move any given task through different stages – to-do, in progress, done.
You can also use it in different ways, depending on your needs. For example, it can double as a sales tool. You take a client through different stages: lead, contacted, pitched, etc.
Successful communication is key for any business to be successful. Email, however, isn’t always the best thing.
Emails can get lost, forgotten, and overlooked. Even it’s something super urgent, there’s always a chance that it won’t be seen in time.
With the right tools, you can streamline your communication workflows.
If you haven’t heard of Slack, then we have a really nice treat for you.
Slack is the best communication tool on the market, mainly due to its amazing User Experience and User Interface. It can be used by just about anyone without any special training.
The workflow tool takes your organizational communication from Email to Direct Messaging. This is, of course, significantly faster.
To add icing on the cake, Slack also comes with a lot of integrations with most of your favorite apps. In fact, it can go with just about every tool we’ve mentioned in this list.
While you can replace email for internal communication, it’s still an essential tool for dealing with anyone outside the company.
While working with clients, for example, you can’t just hit them up on Slack whenever you feel like it. Most email tools today, however, are weak in terms of functionality.
And that’s where Newton comes in. It supercharges your email software, allowing for all sorts of cool features.
For example, it allows for read receipts. This lets you know when, where, and who reads your emails.
It also lets you schedule your emails. This is especially useful for working with clients in different time zones. No one wants to be woken up by an email notification at 3 AM.
These days, it’s very rare for a business not to take (at least some) advantage of outsourcing. You could, for example, free up your team’s time by outsourcing grunt work.
Or, you could be filling up weaknesses by getting the right consultant for any given function.
Whichever the case is, these workflow apps can help.
Upwork is the go-to portal for hiring outsourced help. It houses countless freelancers from all industries and locations, for just about any price range.
You can pick whichever industry you need help with, post a job ad, and get tons of proposals from freelancers worldwide.
If you’re specifically looking for top-tier talent, then you might want to check out TopTal instead.
While UpWork can sometimes be a hit or miss, you can rarely go wrong with TopTal. The freelancers there are the best of the best – top 3% in any given field.
The company has very strict a vetting procedure, letting only the best of the best to register.
As a given, this means that TopTal freelancers are going to be relatively more expensive than that of any other website. The quality, however, definitely makes up for the cost.
Managing freelancers or remote employees is a bit different than with your average office workers.
In an office, you can always look at what your employees are up to. Online, you can’t really be sure.
TimeDoctor is a one-stop-shop solution for managing remote or freelance employees. It lets you track their time (with screenshots for proof-of-work), allowing for accurate payment.
In addition, it helps handle payroll, track meetings, create reports, and a bunch of other functionalities.
Now that you know about all sorts of different workflow apps, it’s time to put them into practice.
Pick the ones that seem right for your business & watch your productivity go through the roof.
After you’ve gotten some results, do let us know how it went in the comments! Which workflow apps did you use? What were the results? Are there any of your favorite tools we missed out on?