How the Best Businesses Use Workflow Management to Stay on Top of Everything

What Good Workflow Management Systems Looks Like for Businesses

In today's world, no matter the size of your business, it can be hard to juggle and staying on top of all the tasks you and your team need to get through in a day, week, or month. Remembering everything is almost impossible and writing it down works okay for a single person, but not a multi-person business. So, how do you keep on top of what your employees are doing and have transparency with everyone's workload, without being an overbearing micromanager?

So what's the solution? Well, if you've been asking yourself the question, then the answer can be simple; invest in a workflow management system.


What is a workflow management system?

A workflow management system is defined as the following:

A cloud-based, common software platform for work where teams plan, organise, execute and track day to day work, comprising workflows, projects, initiatives, epics, and tasks.

At its core, a workflow management system is very simple. It gives its users the ability to coordinate and organise all the tasks their organisation does in one centralised platform.

The purpose of this is to help efficiency with the completion of tasks, offering transparency with all users involved and encouraging, if needed, collaboration within departments to complete work.


Is a workflow management system right for me and my business?

Now, you many be thinking "I'm just a small company, with a only a few employees, why would I need a workflow management system?" - and that's completely fair. A workflow management system does seem like something that only works for bigger businesses with more employees and with workloads that are too hard to juggle and maintain.

That, however, is wrong.

Even as small-to-medium businesses, maintaining day-to-day tasks can be challenging. Knowing which tasks you need to prioritise, which clients you need to chase, who's making the latest creative for the rebrand, what stage your co-workers are up to in their projects, who isn't and who is meeting deadlines can be overwhelming for even the smallest of teams. Don't let things slip through the cracks and don't rely on your memory alone.

On top of this, to really get the ball rolling, you need to get all divisions of your business working together and towards the same goal. The last thing any business, regardless of size, needs is friction slowing things down. In order to execute your vision, a workflow management system is vital in this process. It will transparently show everyone's workload, allowing productivity to improve through collaboration and understanding where roadblocks pop up and how to deal with them.

We’re no longer sitting in a world where sales, marketing, customer service, and growth initiatives exist in separate silos. No matter the size of your operation, these functions require integration into a seamless system.


What does it look like?


Like we mentioned previously, every business is different and how a workflow management system works for them will differ, but lets take a look at some examples of how a workflow management system can be used:

1. HR

  • Timesheets
  • Employee catch ups
  • Hiring management
  • Employee onboarding
  • Employee offboarding

2. Sales

  • Sales pipelines
  • Lead management
  • Reminders and follow ups

3. Marketing

  • Campaigns updates
  • Collateral creation
  • Creative creation
  • Brand updates
  • Content schedules

4. Management

  • Progress management
  • Workload management
  • Team development initiatives

5. IT

  • Project management
  • Service requests
  • Software updates


Using to help you achieve greater work power! is a Workflow Management System that powers teams to run projects and workflows with confidence. It’s a simple, but intuitive, Work OS for teams to shape workflows, adjust to shifting needs, create transparency, connect collaboratively, and stop doing manual grunt work. makes teamwork click. has five main selling points that make it a must-have for your business - let's take a look at them:

1. Flexibility gives teams the ability to build custom work applications for any workflow. You can construct your applications to meet your specific operational requirements and make your platform insanely valuable. From precise project planning to detailed jargon, the platform naturally modifies itself to be ‘to each their own.’ 

It can be used for anything - across teams, departments, leaders and organisations - and for all types of projects and processes. 

2. Visual and intuitive

On you can view all projects and tasks with a single glance. You can see your progress and what steps to take to keep moving forward. This is a great way to get a clear overview of all your projects and have your entire team aware of what’s ahead.

3. Easy communication and collaboration eliminates the need for painfully long email threads and unnecessary meetings. All communication and files are centralised in one place, so you never miss any key information. This also makes it easy to collaborate across locations, structures, and teams. Cross-collaboration issues, solved!

4. Dashboards

The Dashboards are here to facilitate your workflow, and make sure you stay updated on what is happening in multiple boards. Create summaries, reports, and get a high level view of everything that is important to you.

5. Integrations

Having multiple different platforms to manage your work can be frustrating. Which is why you should be able to consolidate your work in one place - - and luckily for you, can do just that! Integrating your platforms means you can consolidate data and information within and use one, single source of truth for data-driven decision making.


Want to chat about the benefits of


Great! We're now a partner so we'd love to have a chat around how could benefit your company. Just click below! 



Related Articles

Top 5 New Sales Hub Enterprise Features We’re Most Excited About

Top 5 New Sales Hub Enterprise Features We’re Most Excited About

You've probably heard a lot of noise lately around the new HubSpot Sales Hub Enterprise features that are being rolled out from now onwards....

Marketing’s magic bullets

I’ve worked in content and social marketing since before those terms really existed. You didn’t even have to pay to reach an audience on Fac...

Why Happy Customers are Critical to Revenue Growth

It doesn’t matter how expertly-written your latest blog is, how many ‘likes’ your latest video gets, or how much effort you put into refinin...