Workflow management is creating and optimizing the paths for data in order to complete items in a given process. Workflow management includes finding redundant tasks, mapping out the workflow in an ideal state, automating the process, and identifying bottlenecks or areas for improvement.

A workflow management system (eWMS or eWfMS) is a software tool designed to help streamline routine business processes for optimal efficiency. Workflow management systems involve creating a form to hold data and automating a sequential path of tasks for the data to follow until it is fully processed.

Tasks in workflows may be done by a human or by a system. With so many options and so many products calling themselves a workflow tool, it’s hard to know what you will get. What was yesterday a simple kanban project management tool is now claiming to be a fully automated workflow system.


When you are in the market for a workflow management system (WMS), you are looking for something that

  • Allows individuals to automate repetitive processes
  • Allow Individuals to store their signature that could be used through a physical mouse or a peripheral like a signature pad.
    Allow individuals to apply for self-services form.
  • Follows up automatically on uncompleted tasks in the process, and set an escalation time (measured in hours or business days) for the process to automatically been escalated to a higher level of the workflow.
  • Gives an overall picture of the workflow along with performance metrics.
  • Display organization processes on a single dashboard instead of going through deep insight reports.