8 Features required in a Workflow Management Software

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

Agile Testing

Agile testing is a software testing process that follows the Agile methodology and the Scrum framework.

Agile methodology is a lightweight and effective development method.  Scrum is a Framework that supports it.  The main focus is on quick response to the customer requests or wish lists and an iterative method for application development and testing. Work is completed and reviewed in a set period of time which is called as ‘Sprint’. All iterations are of the same duration. At the end of each iteration, a working feature of the product is delivered to the customer.
How agile methodology in software development works:

  1. All requirements are in the form of a feature list and are added to the Product Backlog. The feature list is described in the form of a user story.
  2. The backlog list is prioritized and each user story is estimated.
  3. Based on the team size, sprint duration and complexity of the user story, a set of features is selected for each Sprint.
  4. Individual tasks are distributed among developers involved in the sprint.
  5. Development and Testing are carried out for all features selected in the sprint.
  6. A daily scrum meeting is conducted by the scrum master whose job it is to keep the team focused on the goal. Active participation from each individual of the scrum team is required. The meeting agenda is restricted to what was done yesterday and what you plan to do today and whether there are any known obstacles or risks.
  7. At the end of the sprint, a working feature of the product is delivered to the customer and immediate feedback from the customer is captured.

The role of Agile Testing Team:

  • In Agile testing, testing starts as soon as sprint development is done. The customer or product owner is involved with the progress of the software development. The whole team approach is to deliver a set of features which meet the customers’ current needs. The entire team works at the same workplace to allow for active collaboration. Throughout the sprint, the tester closely works with every team member and product owner to ensure better product quality and functioning. Team Interaction and active participation of each individual play an important role in Agile testing.

Why should one follow Agile testing methodology?

  • Testing starts at an early stage in the software development and features are tested within each Sprint improving quality of the product.
  • Defects are identified and either handled within the same sprint or added to the product backlog –to be taken care of by developers in the upcoming iterations while working on similar/relevant features.
  • Since defects are identified early in the development process, it reduces defect cost
  • Regular customer feedback increases the morale of the team and helps in improving the quality of the upcoming sprint work.
  • Priority features can be delivered early so that the customer does not have to wait too long. Low priority tasks can be completed later on. There is a flexibility to change scope/story points of the sprint based on the changes in customer requirements.
  • More focus on working software and Less focus on documentation.

MetaSys Software is a software services company with offices in Mumbai, India and Toronto Canada. Our team has experience in different development methodologies but we mainly prefer the agile approach to delivery. If you are looking for software outsourcing then contact us.