Workflow vs process - what is the difference?

Understanding the difference between workflows and processes is fundamental to improving how work gets done. Here is how we approach it at Tallyfy.

You are sitting in another meeting about “improving our processes.” Or wait - was it “optimizing our workflows?” Twenty minutes in, and everyone is using these terms differently. Sound familiar?

Here is the thing - this confusion costs real time. Workflow automation is at the core of what we discuss with teams at Tallyfy, with client onboarding alone appearing in over 860 of our customer conversations and employee onboarding in another 300. Teams waste hours in meetings just arguing about terminology instead of fixing actual problems. And when you can’t even agree on what you are discussing, how can you improve it?

The difference between workflows and processes is not just semantic gymnastics. It is the difference between fixing one broken step and transforming how your entire business operates. Get this wrong, and you will optimize the wrong things, automate chaos, and wonder why nothing actually improves.

The real difference nobody explains properly

Forget the textbook definitions for a second. Here is what actually matters in your day-to-day work:

A workflow is how you get one specific thing done. It is the actual steps someone follows to complete a task. Think about processing an expense report - employee fills form, manager reviews, finance approves, accounting reimburses. That is a workflow. Linear, repeatable, focused on one outcome.

A process is the bigger picture that workflows live inside. Your expense management process includes multiple workflows: the reimbursement workflow, the budget approval workflow, the audit workflow, the policy update workflow. They are all connected, all serving the larger goal of managing company spending.

Actually, let me make this even clearer with something you deal with every day:

Your morning coffee: workflow vs process

Making coffee is a workflow:

1. Grind beans
2. Add to filter
3. Pour water
4. Press button
5. Pour into mug

But your morning routine? That is a process. It includes the coffee workflow, plus the shower workflow, the breakfast workflow, the commute workflow. Each can be optimized individually, but they all connect to achieve one goal: getting you ready for work.

This is exactly how it works in business. And once you see it, you can’t unsee it.

Why everyone gets this wrong

The confusion happens because workflows and processes overlap constantly. In fact, research from BPM Institute shows that 73% of business leaders use these terms interchangeably. No wonder teams struggle to improve either one.

But here is what happens when you don’t distinguish between them:

• You automate broken processes - Ever seen a company digitize a terrible paper process? Same delays, now with email notifications. That is what happens when you optimize a workflow without fixing the underlying process.
• You miss the connections - Fixing how invoices get approved (workflow) won’t help if your problem is actually how purchasing, receiving, and payment connect (process).
• You solve the wrong problem - Teams spend months perfecting individual workflows while the overall process remains fundamentally broken.

McKinsey found that companies waste 28% of their workweek on inefficient processes. That is not because individual tasks are slow - it is because the connections between tasks are broken.

Real examples that make it click

Let us look at actual scenarios you deal with daily. Once you see these patterns, you will spot them everywhere in your organization.

Example Procedure

Employee Onboarding

1HR - Set up payroll and send welcome email

2IT - Order equipment and set up workstation

3Office Manager - Prepare physical workspace

4IT - Create accounts and system access

5HR - Welcome meeting and company orientation

+3 more steps

View template

Example Procedure

Expense Claim Request

1File your claim

2Select your department

3Sales manager approval

4IT manager approval

5HR manager approval

+7 more steps

View template

Example Procedure

Internal Purchase Order Request

1Submit Purchase Order Request Form

2Finance Manager: Review Standard Purchase Order (Under $10k)

3Update Procurement System Status to Rejected

4Notify Employee: Purchase Order Rejected

5Generate Official Purchase Order Number (Standard PO)

+10 more steps

View template

Employee onboarding: both workflow AND process

This one trips everyone up. Employee onboarding is simultaneously:

A process because it involves multiple departments working toward one strategic goal: integrating new talent effectively. It includes recruiting workflows, IT setup workflows, training workflows, and culture integration workflows.

Individual workflows within it, like:

• Background check workflow (HR submits, vendor processes, HR reviews)
• Equipment provisioning workflow (Manager requests, IT configures, Facilities delivers)
• Access setup workflow (IT creates accounts, Manager approves permissions, Security audits)

See the difference? The process is “onboard new employee successfully.” The workflows are the specific task sequences that make it happen.

Customer support: where the distinction really matters

Your customer support process might include these workflows:

• Ticket routing workflow: Customer submits - Auto-categorize - Assign to agent - Acknowledge receipt
• Escalation workflow: Agent flags - Supervisor reviews - Specialist assigned - Customer notified
• Resolution workflow: Solution provided - Customer confirms - Ticket closed - Survey sent

Each workflow can run independently. But they are all part of your larger customer support process, which aims to resolve issues quickly while maintaining satisfaction.

Here is where it gets interesting: You might have a perfectly optimized ticket routing workflow (tickets assigned in 30 seconds!) but if your overall process is broken (no knowledge base, no escalation path, no feedback loop), customers still wait days for resolution.

Document approval: the perfect workflow example

Need a pure workflow example? Document approval is textbook:

1. Author uploads document
2. System notifies reviewer
3. Reviewer provides feedback
4. Author revises
5. Reviewer approves
6. System archives and notifies stakeholders

This workflow might live inside various processes (contract management, content publishing, policy updates), but the workflow itself remains consistent. Six steps, same sequence, predictable outcome.

The technical difference that actually helps

OK, so we need to get a bit technical here, but I promise this distinction will save you hours of confusion:

Workflows are about sequencing

Workflows care about order, handoffs, and dependencies. They answer:

• What happens first, second, third?

• Who does what? - What triggers the next step? - How long should each step take?

When you map a workflow, you are creating a detailed instruction manual. Anyone should be able to follow it and get the same result. Computers love that. That is why workflow automation works - computers love predictable sequences.

Processes are about objectives

Processes care about outcomes, metrics, and alignment. They answer:

• What are we trying to achieve?

• How do we measure success? - Which departments are involved? - What is the business impact?

When you design a process, you are architecting how different parts of your business work together. It is strategic, cross-functional, and focused on results rather than tasks.

The interaction layer most people miss

Here is what nobody talks about: Workflows and processes interact constantly, from what I’ve seen. A delay in one workflow can break an entire process. A process change might require redesigning multiple workflows. They are interdependent, which is why you need to understand both.

In our experience with workflow automation, we have seen this play out dramatically in member onboarding. One healthcare organization had separate workflows for entity validation, paperwork preparation, and e-signature routing. When the entity validation workflow had a 3-day delay waiting for customer confirmation, it cascaded through to push the entire 45-day onboarding timeline back by nearly two weeks.

Think about it like this:

• Workflows are the gears
• Processes are the machine
• You need both working together

Miss this interaction, and you will optimize individual gears while the machine grinds to a halt.

Common misconceptions that waste your time

Let us clear up the confusion once and for all. These misconceptions cause more wasted meetings than any other process problem:

“Workflows are just automated processes”

Nope. You can have manual workflows (like a paper approval chain) and automated processes (like algorithmic trading). Automation is about how work gets done, not what type of work it is.

The confusion comes from software vendors who use “workflow automation” as a catch-all term. But automation can apply to both workflows and processes. Modern workflow engines handle both.

”Processes are more important than workflows”

This is like saying the engine is more important than the pistons. You need both. A brilliant process design means nothing if the workflows inside it do not function. Likewise, perfect workflows cannot save a fundamentally flawed process.

Actually, here is what experience shows: Start with workflows. Get the individual task sequences right, then connect them into processes. Bottom-up beats top-down every time.

”We need to map all our processes first”

This kills more improvement initiatives than anything else. Companies spend months creating elaborate process maps that nobody uses. Meanwhile, broken workflows continue wasting time daily.

Instead? Pick one painful workflow.

Fix it. Then another. After you have improved 3-4 related workflows, you will naturally see the process connections.

That is when you optimize the process layer.

How successful teams use both

The companies that actually improve their operations understand this distinction intuitively. Here is how they approach it:

They start with workflow pain points

Consider a recruitment firm that did not try to fix their entire hiring process at once. They started with one workflow: candidate scheduling. What took hours of back-and-forth emails became a 10-minute automated sequence. Only after proving that worked did they expand to other recruitment workflows, eventually transforming their entire process.

Feedback we have received from professional services firms confirms this pattern. An IP services company started by fixing just their docketing credential collection workflow. Setup time dropped from 4 weeks to 2-3 weeks. That success built momentum for tackling their entire client onboarding process.

Result? Meeting times dropped from hours to minutes. Not through massive transformation - through incremental workflow improvements that added up.

They measure at both levels

Smart organizations track metrics for both workflows and processes:

Workflow metrics:

• Task completion time
• Handoff delays
• Error rates
• Automation percentage

Process metrics:

• End-to-end cycle time
• Customer satisfaction
• Cost per transaction
• Strategic goal achievement

Different metrics, different purposes. You need both to spot problems and prove improvements.

They connect workflows intelligently

Here is what separates average from excellent: How workflows connect within processes.

Take accounts payable. Most companies have separate workflows for:

• Invoice receipt
• Three-way matching
• Approval routing
• Payment processing
• Vendor communication

The magic happens when these workflows share data, trigger each other automatically, and handle exceptions gracefully. That is when five disconnected workflows become one smooth process.

The four types of workflows you are already using

Not all workflows are created equal. Understanding these types helps you choose the right improvement approach:

1. Sequential workflows (the assembly line)

Step A - Step B - Step C - Done. No variations, no decisions, just a straight path. Think expense reports, time-off requests, or basic approvals. These are perfect for automation because they are predictable.

Example: Publishing a blog post

• Writer submits draft
• Editor reviews
• Designer adds images
• Publisher schedules
• System publishes

2. State machine workflows (the shapeshifter)

These workflows change based on conditions. A support ticket might go from “new” to “in progress” to “escalated” to “resolved” - but it could also jump from “new” directly to “resolved” if it is simple enough.

Example: Compliance review

• Document enters “pending review” state
• Reviewer can send to “approved,” “rejected,” or “needs revision”
• From “needs revision,” it goes back to “pending review”
• Multiple paths, multiple outcomes

3. Parallel workflows (the multitasker)

Multiple things happen simultaneously. Three departments review a proposal at the same time. Five approvers sign off in any order. These workflows save massive time by eliminating sequential bottlenecks.

Example: New product launch

• Marketing creates campaigns (parallel)
• Sales develops pitches (parallel)
• Support writes documentation (parallel)
• All merge for launch date

4. Rules-driven workflows (the smart router)

Business rules determine the path. Invoice over $10,000?

Needs CFO approval. Customer complaint about safety? Escalate immediately.

These workflows adapt based on data, making them powerful but complex.

Example: Purchase approvals

• Under $500: Auto-approved
• $500-5,000: Manager approves
• $5,000-50,000: Director approves
• Over $50,000: CFO approves
• IT purchases: Always need IT review

Automation, technology, and implementation

Here is where people really get confused. Automation is not binary - it is a spectrum:

The three levels of automation

Task automation (the helper): Automate individual tasks within a workflow. Data entry, calculations, notifications. You are not changing the workflow - just making specific steps faster. Example: Auto-filling customer data from CRM into order forms. The workflow stays the same, but that one task takes 2 seconds instead of 2 minutes. Use when you have high-volume, repetitive tasks that waste human time.

Workflow automation (the coordinator): Automate entire task sequences. The system handles handoffs, routing, notifications, and escalations. Humans still make decisions, but the workflow manages itself. Example: Employee training workflow that automatically assigns courses, tracks completion, sends reminders, and updates records. Use when you have predictable sequences with clear rules and minimal exceptions.

Process automation (the orchestrator): Multiple workflows working together automatically. Data flows between systems, workflows trigger other workflows, exceptions are handled programmatically. Example: Order-to-cash process where order entry triggers inventory check, which triggers fulfillment, which triggers shipping, which triggers invoicing, which triggers collection - all without human intervention. Use for high-volume, strategic processes where speed and consistency drive competitive advantage.

How to identify workflow vs process problems

Your team is struggling. Things take too long.

Customers complain. But is it a workflow problem or process problem? Here is how to tell:

Signs of workflow problems:

• Specific bottlenecks: “Everything stops at Jane’s desk”
• Task-level delays: “Approvals take 3 days when they should take 3 hours”
• Repetitive errors: “We keep forgetting to attach the compliance form”
• Individual frustration: “I never know what I am supposed to do next”

Solution: Map the workflow, identify the broken step, fix it. Usually takes days, not months.

Signs of process problems:

• End-to-end delays: “Customer onboarding takes 3 weeks”
• Department finger-pointing: “Sales blames operations, operations blames IT”
• Strategic misalignment: “We prioritize speed but our process has 12 approval steps”
• Systemic failure: “Nothing works the way it should”

Solution: Map all connected workflows, identify integration points, redesign connections. This takes weeks or months.

The 80/20 rule that always works

Here is what we have learned from analyzing thousands of broken processes: 80% of problems come from 20% of workflows. Find those critical few workflows. Fix them first. The process often heals itself.

Example: A software company’s entire delivery process was failing. Instead of redesigning everything, they fixed three workflows: requirement gathering, code review, and deployment approval. These three workflows were causing 85% of delays. Process cycle time dropped 60% without touching anything else.

What technology actually does well

For workflows:

• Manages handoffs automatically
• Sends notifications and reminders
• Enforces business rules
• Tracks every action
• Provides real-time visibility

For processes:

• Connects disparate systems
• Shares data across workflows
• Provides end-to-end analytics
• Enables continuous improvement
• Scales without adding complexity

The integration challenge nobody talks about

Here is the dirty secret: Most companies have 5-10 different systems managing various workflows. Sales uses Salesforce.

Support uses Zendesk. Operations uses Monday.com. Finance uses NetSuite.

Each system optimizes its own workflows beautifully. But the processes that span systems? Total chaos.

That is why modern workflow platforms focus on connection, not isolation. They become the glue between your existing systems, turning disconnected workflows into smooth processes.

Building better workflows and processes

Enough theory. Here is exactly how to improve both workflows and processes in your organization:

Step 1: Pick your battlefield

Don’t try to fix everything. Choose either:

• One painful workflow that everyone complains about
• One critical process that directly impacts customers or revenue

Pro tip: Start with a workflow. They are easier to fix and show quick wins.

Step 2: Map the current state (but do not overthink it)

For workflows:

1. List every step in order
2. Note who does each step
3. Identify wait times between steps
4. Mark decision points

For processes:

1. Identify all involved workflows
2. Map the connections between workflows
3. Note data handoffs
4. Identify process boundaries

Spend hours on this, not weeks. Don’t overthink it. Perfect documentation is the enemy of improvement.

Step 3: Find the waste

Look for these workflow killers:

• Unnecessary approvals
• Duplicate data entry
• Email chains for handoffs
• Manual status checking
• Waiting for information

Look for these process killers:

• Workflows that don’t connect
• Data that doesn’t flow
• Departments working in silos
• Conflicting objectives
• Missing feedback loops

Step 4: Design the future state

For workflows: Remove steps, automate handoffs, parallel where possible For processes: Connect workflows, share data, align incentives

But here is the key: Design for how people actually work, not how you wish they worked.

Step 5: Implement gradually

Never do big-bang implementations. Instead:

1. Run pilot with small group
2. Gather feedback
3. Adjust
4. Expand slowly
5. Measure constantly

This approach works because people resist massive change but accept incremental improvement.

Making this work in your organization

So you understand the difference. Now what? Here is your action plan:

This week: Identify and document

1. List your team’s top 5 workflows
2. Identify which process each belongs to
3. Rate each workflow’s current performance (1-10)
4. Note which workflows connect to each other

This takes 2 hours max. Don’t overthink it.

Next week: Pick one workflow to fix

Choose the workflow that:

• Runs frequently (daily is better than monthly)
• Causes visible pain
• Can be improved without huge investment
• Affects multiple people

Map it. Fix the obvious problems. Implement improvements.

Next month: Connect related workflows

After improving 2-3 individual workflows, look for connection opportunities:

• Can workflow B automatically start when workflow A completes?
• Can they share data instead of re-entering it?
• Can you eliminate approval steps between workflows?

This is where you start seeing process-level improvements.

Next quarter: Scale what works

Take your successful improvements and apply them elsewhere:

• Similar workflows in other departments
• Related processes that could benefit
• Company-wide standardization opportunities

But always respect what makes each area unique. Cookie-cutter rarely works.

Calculate your process efficiency ROI

See what efficiency improvements could mean for your organization.

Your next step

Here is a 10-minute exercise that will clarify everything:

1. Pick one thing your team does repeatedly (processing orders, onboarding clients, approving expenses)
2. Write down every step from start to finish
3. Ask: “Is this a complete workflow, or part of a bigger process?”
4. If it is part of a process, what other workflows connect to it?
5. Circle the step that wastes the most time

That circled step? That is where you start improving.

The companies that thrive do not waste time debating terminology. They identify broken workflows, fix them fast, then connect them into efficient processes. They measure both tactical efficiency (workflows) and strategic outcomes (processes).

Most importantly, they start. Today. With one workflow.

What is yours going to be?

Related questions

What is an example of workflow automation in real business?

A perfect example is invoice processing. Instead of manually receiving invoices via email, entering data into spreadsheets, chasing approvals through email chains, and updating accounting systems by hand, automation handles it all.

The invoice arrives, data is extracted automatically, the system routes it to the right approver based on amount and vendor, sends reminders if needed, and updates your accounting software once approved. What took 45 minutes per invoice now takes 5 minutes of actual human decision-making. Companies using automated AP workflows process 3x more invoices with the same team.

How do I know if I need workflow or process improvement?

Look at where problems surface. If specific tasks are slow or error-prone (“Sarah always forgets to attach the compliance form”), you need workflow improvement.

If entire outcomes are failing (“customers wait 3 weeks for onboarding”), you need process improvement. Quick test: Can one person fix it? Workflow problem.

Need multiple departments? Process problem.

Start with workflow fixes - they are faster and often solve process issues indirectly.

Can a workflow exist without a process?

Yes, absolutely. Think about personal productivity workflows like processing your email inbox or organizing your daily tasks.

These aren’t tied to larger organizational processes - they are standalone workflows for individual efficiency. In businesses, workflows like “reset forgotten password” or “book conference room” exist independently. They are important for smooth operations but do not connect to strategic processes.

However, most business workflows eventually connect to something bigger.

What is the difference between workflow management and project management?

Workflow management handles repetitive, predictable work - the same steps executed consistently. Project management handles unique, temporary endeavors with specific end goals.

Think of it this way: Processing customer orders is workflow management (happens daily, same steps). Launching a new product is project management (happens once, unique steps). Workflow management tools excel at repeatability and consistency.

Project management tools excel at planning and resource coordination. Many organizations need both.

How do workflows and processes relate to standard operating procedures (SOPs)?

SOPs document how work should be done - they are the written instructions. Workflows are those instructions in action - the actual sequence of tasks.

Processes are collections of workflows achieving business goals. Think of SOPs as the recipe, workflows as the cooking, and processes as running the entire restaurant. Modern organizations are moving from static SOPs to dynamic digital workflows that enforce SOPs automatically while allowing updates without reprinting manuals.

What are the signs of a broken workflow vs a broken process?

Broken workflows create specific, localized pain: “Approvals always stall at this step” or “We constantly redo this task.” You will hear complaints about particular people or departments. Broken processes create systemic failures: “Nothing ships on time” or “We lose track of customer requests.” You will see finger-pointing between departments, conflicting priorities, and strategic goals consistently missed. Workflow problems annoy employees. Process problems lose customers.

Should I map processes or workflows first?

Start with workflows - always. They are concrete, specific, and easier to improve.

Once you have mapped and improved 3-4 related workflows, the process structure reveals itself naturally. Companies that try to map entire processes first often create beautiful diagrams that nobody uses. Successful automation initiatives start with one painful workflow, fix it, then expand.

Bottom-up beats top-down because people can relate to specific tasks better than abstract processes.

How does workflow automation differ from robotic process automation (RPA)?

Workflow automation orchestrates tasks between people and systems - it is about coordination and handoffs. RPA mimics human actions in software interfaces - it is about replacing manual clicking and typing.

Workflow automation might route an invoice for approval. RPA would actually log into your accounting system and enter the invoice data. They work beautifully together: workflow automation platforms manage the overall flow while RPA handles specific technical tasks within that flow.

What metrics should I track for workflows vs processes?

For workflows, track tactical metrics: task completion time, error rates, number of handoffs, wait time between steps, and automation percentage. For processes, track strategic metrics: end-to-end cycle time, customer satisfaction, total cost per transaction, compliance rates, and business outcome achievement. Example: In customer onboarding, track individual workflow metrics like “IT account setup time” (workflow) and overall metrics like “time to first value” (process). Both matter, but they tell different stories.