8 Features required in a Workflow Management Software

December 14, 2018

Managing daily business chores in an organized and efficient manner is no more an easy task. So it becomes imperative for organizations to invest in customized workflow management systems which can help in scaling up production. Also, since the kind of tasks involved in every organization differs, the one size fits all is now a legacy.

This article throws light on some of the most important features which should be a part of Workflow management software.

  1. Intuitive dashboards:

    A good WMS should have an intuitive dashboard which will give the user an overall picture of sales, inventory, invoices etc. It should help in easy tracking of different tasks through the graphical representation of data. The WMS must help the user to navigate to different sets of data through the Dashboard.

  2. Managing Roles and Access Rights:

    The user should be able to easily manage the roles and access rights of employees to avoid misuse of data. Some of it might be sensitive in nature and should not be accessed by everyone. So the system should allow the project managers to easily manage the roles and access rights of employees.

  3. Managing and nurturing leads:

    Your WMS should act as an important sales tool and not just a contact management platform. It should help in quick access to Contacts, Communication, Invoices etc. and should help in tracking and personalizing the communication with the client.

  4. Managing products:

    Managing different lineage of products/brands which are catering to different markets can be a cumbersome task. A good WMS will have all the necessary features which can help the users to manage the entire product portfolio more effortlessly! It will help you in accessing all the product details in one single platform, track all product deliveries, print, and scan all product pictures etc.

  5. Project management:

    Project management is a complex task. A good WMS will have essential features like assigning different tasks to the employees, tracking time and converting project time to invoices, scheduling/ rescheduling of projects etc. The WMS should enable managing of all project deadlines within time and budget.

  6. Time management:

    The WMS should be able to track time spent by employees on different tasks in order to make them more efficient and productive. It should divide complex tasks into different sets of actions. This will help the users to estimate the time duration of all the actions.

  7. Integration with Outlook:

    Nowadays most of the business communication happens on Microsoft Outlook. So won’t it be great if you can access all the customer information at one single place? A workflow management software with Outlook Integration will help you to gather different business insights in one single platform.

MetaSys Software has an off the shelf customizable solution – MetaBiz which has all the above features. For downloading the trial version please visit https://www.metasyssoftware.com/meta-biz

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