Workflow Software

The task of designing and implementing workflow solutions doesn't have to be a complicated process or require technical expertise. You can create sophisticated workflow applications, without relying on IT, when you use workflow software from PerfectForms. Our easy to use graphical interface makes it simple to build forms, workflows and reports. Just drag and drop objects on a canvas to create the workflow and reporting solution that meet your exact specifications. We offer a wide array of design objects to select from, including all the basics like checkboxes, radio buttons, drop-down lists to more complex objects like tables, captchas, sliders, file attachment and embedded videos.

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Getting Started with Workflow Software

Inefficient processes are commonly a rampant problem in organizations so it can be difficult to decide where to start, since it's a target rich environment. A common mistake is starting with your biggest and most problematic workflow process first, right out of the gate. People tend to want to jump in and tackle the biggest problem but these problems often span the organization, touch a number of groups, have a number of competing requirements and will require a significant time and investment to tackle. We suggest starting with a process that includes fewer stakeholders, so the requirements don't grow beyond something that isn't manageable as you're just getting started and trying to build support in your organization. Start with a workflow process that will allow some quick results with some strong improvements.

After you select a workflow process and you're ready to get started, document the current as-is process, including all the inputs, outputs and process triggers. Make sure you have identified all the stakeholders and get feedback to ensure you understand all the critical steps in the workflow and any data which will help you identify inefficiencies. Once the data has been analyzed and discussed, you can begin vetting ideas on process improvements. Once the new process has been identified and reviewed, you can begin mapping the workflow in PerfectForms. Be sure to think about your reporting needs early in the process so you can track key performance indicators to ensure the workflow process stays on track. We have a best practices article and a process planning video that you may find helpful as you work through the early planning stages

To learn more about how PerfectForms workflow software can help you, please contact us or sign up for a 30 day free trial.