The Importance of Workflow in an Agency

Quinton on Dec 13, 2023

In today's fast-paced and competitive advertising industry, having an effective workflow is crucial for the success of an ad agency. A well-defined and streamlined workflow helps to improve productivity, maximize efficiency, and deliver exceptional results to clients. It ensures that all team members are on the same page, working towards a common goal, and helps to eliminate confusion and...

Streamlining Success: Navigating Your Tasks with Simple Workflow Management Software

Quinton on Oct 15, 2023

In the fast-paced world we live in, efficiency is key to success. Whether you're a solo entrepreneur, a small business owner, or part of a larger corporation, managing tasks and workflows can be a daunting challenge. This is where simple workflow management software swoops in as a game-changer, offering a seamless solution to streamline your processes and boost productivity.

Understanding the...

Transforming Small Businesses: The Crucial Need for Workflow Systems

Quinton on Oct 12, 2023

Introduction

In the dynamic landscape of small businesses, where every employee plays a pivotal role, efficiency is not just a goal; it's a necessity. Small businesses with around 10 employees often find themselves juggling multiple tasks simultaneously, from managing projects to handling client communications. This complexity necessitates a streamlined approach to operations, and this is...

Empowering Small Businesses: Unlocking Efficiency and Agility with Low-Code/No-Code Solutions

Quinton on Jul 16, 2023

In today's fast-paced business landscape, small businesses face numerous challenges, from limited resources and tight budgets to the need for agility and rapid innovation. Fortunately, technology is evolving to bridge this gap. Enter low-code and no-code solutions, empowering small businesses to create custom applications and streamline processes without extensive coding knowledge. In this...

Streamline Your Work: Why HVAC Technicians, Electricians, and Plumbers Should Embrace Workflow and BPM

Quinton on Jul 16, 2023

As a hardworking HVAC technician, electrician, or plumber, your days are packed with service calls, installations, and repairs. Juggling multiple tasks, managing appointments, and ensuring customer satisfaction can be overwhelming. But what if there was a way to make your work more efficient and less stressful? That's where workflow and business process management (BPM) come into play. In this...

How Robots Help Businesses Get Better at Their Jobs

Quinton on Jul 16, 2023

Have you ever wondered how businesses make things run and get their work done? Well, something called Business Process Management (BPM) helps them do that. But guess what? Now they have super-smart robots called Artificial Intelligence (AI) to make things even better! Let's explore how BPM and AI work together to make businesses awesome.

1. What is Business Process Management (BPM)?

...

The Importance Of Payroll Processing And Cash Flow - How Efficient Workflows Can Help With Cash Flow?

Quinton on Mar 16, 2021

Effective cash flow and payroll processing are crucial for small business success. Your cash flow is the money that moves in and out of your business. This includes income from customers buying your products or services, and expenses such as rent, taxes and wages. A business with positive cash flow is making more money than they are spending. On the other hand, a business with negative cash...

10 Small Business Lessons Learned From COVID-19

Quinton on Mar 16, 2021

While we once hoped COVID-19 was a short-term blip, it’s been impacting lives across the globe more than a year now. Consequently, for many small businesses, the last 12 months have been a whirlwind. From essential businesses that have seen demand increase to those that have been forced to close their doors, every company has had to do things a little differently. While the pandemic has...

Why SaaS Solutions Are Essential For Remote Work

Quinton on Jan 20, 2021

Remote working has been growing in popularity over recent years and, thanks to the pandemic, is quickly becoming the new normal. This new style of working was once loaded with apprehensions and concerns over productivity and governance. Today, businesses are opening up to the idea of remote working and beginning to see the many benefits it can bring.

A huge range of industries and sectors...

How to Create a Workflow

Mark on Feb 21, 2019

Building a Workflow Template

A workflow template is simply a visual representation of a series of workflow steps, laid out and connected in the order they will be executed in order to complete a business process. Usually involving multiple people. Like a cookie cutter, once created, a workflow template is then used to create actual workflow instances. These workflow instances and their tasks...

2019 Business Process Management (BPM) Key Performance Indicators (KPI) To Look For

Quinton on Jan 28, 2019

Is 2019 the year where you really focus on tightening up and improving your business processes? But, how will you know if you’re making any headway or reaching your targets unless you make them tangible?

Key Performance Indicators (KPIs) provide your business with a measurable value so that you can keep track of your progress and ensure you meet your targets. Furthermore, KPIs can help to...

Does your Business need a Business Process Management Solution?

Mark on Feb 10, 2019

Yes!

Your business processes may not be documented but your business already has and is using them. How well defined are your processes? How well are they executed by your team? Are they followed every time? Are they followed in the correct order without steps being missed? Do you or your managers have the proper insight and visibility into properly managing the business process?

Where are your...

Yearly Workflow Audit - A Year In Review

Quinton on Jan 24, 2019

2018 Workflow Audit

How was 2018 for your business? Some successes and some struggles? If you want to start 2019 with the best foot forward for your business, then a 2018 workflow audit that reviews your past year can be a great place to start. So, why, when planning for a new work year, do you need to look at the past year in review?

1. A change in goals

If you are starting 2019 with a new...

Save Time Sell Houses With Real Estate Workflow

Quinton on Dec 11, 2018

It’s fair to say that real estate agents spend little time in the office. In between scouting neighborhoods, touring homes and sealing deals, any time at the desk means time taken away from selling. This is why it is vital to make sure the administration and due diligence are as efficient as possible. With a workflow in place for real estate agents, they minimize the time they spend on...

Why Virtual Assistants Need Workflow Software

Quinton on Sep 26, 2018

Five Considerations

For virtual assistants, a critical part of the job is managing multiple clients as efficiently as possible. When an effective system is set up, it becomes easier to take on more clients to make the venture successful and profitable. Mismanagement can lead to failure. The key to success for virtual assistants is to find the tools and strategies that can help you to work...

Seven Workflow Benefits For Personal Finance Workers

Quinton on Sep 18, 2018

For personal finance workers, whether working for a firm or as a solo financial advisor, it takes a careful balance to ensure a high level of service with profitability. Without a workflow system in place, it can become difficult to ensure you provide an efficient and cost-effective service. Personal finance workers have to juggle so many tasks from regulatory compliance to building customer...

Four Ways A Workflow Can Help Law Firms

Quinton on Aug 13, 2018

Why Your Law Practice Needs A Workflow

The job in a law firm is never easy. Trying to juggle long hours, unexpected turns of events and the inconvenient scheduling around a court timetable can make it incredibly difficult for you to be efficient with your time. As well as trying to manage time better to relieve the stress of the job, clients are always demanding a smarter service provision to...

GDPR And Workflow Software – Five Things You Need To Consider

Quinton on Jul 11, 2018

Five GDPR considerations for workflow software

After months of preparation, speculation and doom-mongering, GDPR is finally here. From 25th May 2018, businesses found guilty of non-compliance to the legislation will face a fine of up to 20 million or 4% of global annual turnover, whichever is greater. Despite the headache that GDPR is portrayed as there are simple ways to ensure GDPR...

Custom Workflow Ending Status

Mark on Dec 11, 2017

Introducing Custom Workflow Ending Statuses

What are ending statuses?
Completed and Canceled were your only options. Not bad for single branched, linear, workflows. However, just those two ending status wasn't always entirely useful with workflows that include multiple branches.

Whether your organization uses Success, Completed, End, Finished or some other status to determine the completion of...

Sample Workflow

Quinton on Mar 19, 2017

“Isn’t it easier to keep our existing process?” “Can I learn this and teach it to my team?” “Is this too complicated for my team to use?”
“Who will support this?”

Working with new software can be a daunting task.
All the different acronyms and technical jargon can make any business owner think twice about trying new software. Today with online Workflow systems like Flowmingo you don’t have to...

Organizing Your Start Tab

Mark on Mar 6, 2017

Building on the ability to make workflow templates available only to selected users and groups we have added two features to help organize your "Start Tab", the place users go to initiate a new workflow. Starting today, workflow designers can optionally group related workflow templates by section as well as assigning a color to each template to further help users quickly find the template on...

Opinionated Workflow

Mark on Jan 11, 2017

You start out innocently enough, wanting to improve your business’s processes. You open your browser and bring up google and do a few internet searches. Before long you’re overwhelmed with terms, acronyms, and definitions. Business Process Management (BPM), Process Definition Tool (PDT), Business Process Optimization (BPO), Business Process Model and Notation (BPMN), Use Case Diagrams, Extended...

What is workflow?

Quinton on Dec 30, 2016

Before the days of management software, shared work waspassed from one person to another through interoffice mail or by passing files over a cubicle wall. If a file went missing in the process or was slowed by employee handling, efficiency was lost. Requirements of the job were misplaced, output was delayed, weak links had to be identified, andprofits slowed.

This shared work process between...

Introducing Workflow Roles

Mark on Apr 3, 2016

Using Workflow Roles allows you added flexibility when using your workflows by allowing you to dynamically assign a user to a task when the workflow process is started.

For example. You may have a process for reviewing a loan review. That process may have a "Lead Analyst" but it's not know who that analyst will be during the workflow design. Instead of assigning a user or group, the...

Automated Workflow Integration with Zapier

Mark on Feb 1, 2016

We’re excited to announce an update to our Zapier (https://zapier.com) integration.

About six months ago we introduced the ability to automatically start workflows from external systems via Zapier. While very useful, we have had many requests for further integration with Zapier.

To that end we're happy to announce an update to our Zapier integration. Triggers!

What are triggers?

Basically...

Introducing Workflow Folders

Mark on Jan 7, 2016

Introducing workflow folders. An easy and initiative way to organize your workflows.

Folders are great for organizing related workflows. You can easily keep tabs on related workflows managing them through to completion.

Creating a Folder

Creating a workflow folder is easy. You can create a folder from the Folder Management screen but its easy to create a folder and place a workflow in the...

Who Can Start A Workflow?

Mark on Jun 21, 2015

Right now, anybody but that is about to change. Until now, your workflow templates were either hidden or visible. Starting today there is a third option. Making the workflow templates visible to selected users. Workflow designers are now able to designate which workflow templates users are able to start a new workflow. Workflow templates may be assigned to everybody, individual users, groups...

Introducing Flowmingo Data Forms

Mark on May 30, 2015

We’re excited to announce the release of one of our most requested features, data forms.

We’ve brought the same simplicity and ease of use philosophy of our workflow designer to our new form designer. An intuitive, drag and drop form builder with simple and clear controls. Using text and text area inputs, radio buttons, check boxes, drop downs and date pickers we have your data collection needs...

More Flexible Scheduling

Mark on Oct 11, 2014

  We have not added a new feature in a while as we have been working on the underlying software to make the application faster and more responsive while also setting the groundwork for future features we want to add. We have also made some changes to the look of the application and we will be making more in the coming months. One notable change is that we allow the app to use the...

Asynchronous Linked Workflows

Mark on Mar 2, 2014

What are asynchronous linked workflows? Simply put, they are workflows which are launched from a parent workflow and run independent of the parent workflow. They can be completed, place on hold cancelled or deleted just as a normal workflow would.

Why would would you use such a workflow? There are several reasons but the segmentation of large workflows into smaller reusable workflows is the...

Security Matters

Tim on Feb 9, 2014

At Flowmingo we put a lot of effort into trying to make the site as secure as possible. Web security is not something that you can bolt on. You have to consider it throughout the site. It encompasses how you authenticate users, store their passwords & files, as well as how you encrypt the web session. It also is not something you can do once, it is constantly changing as new exploits are...

Scheduling Recurring Workflows

Mark on Jan 13, 2014

A little known feature of Flowmingo is the ability to create scheduled recurring workflows. Scheduled workflows allow you to automatically start new workflows on a predefined scheduled, monthly, weekly or daily.

Why would you need recurring workflows?

There are probably many times when you find yourself thinking: I need ‘this something’ to happen every X days? It could be a monthly on site...

Project Management vs. Workflow Management

Mark on Oct 26, 2013

While the concepts behind project management and workflow management are similar and related concepts, the two are not interchangeable.

Project management is about resources, planning, coordination, and responding to changes in order to get something big done. It is an overall application of knowledge, skills, training, experience, expertise, as well as the best tools and techniques in order to...

Sometime you need to adjust

Mark on Oct 6, 2013

Our latest release has a bunch of things that our users have been requesting. We have always been focused on delivering the functionality that make our users job easier. We have also begun working on a couple areas that we feel have traditionally been weak spots for us. The help engine is one of those areas we have beefed up the the amount of help content. Give help a try and let us know where...

There's power in numbers

Mark on Aug 24, 2013

A common feature request that we receive from our users is the ability to define groups of users. Users want the ability to combine their folks into teams and then assign the team to a particular task in the workflow. One nice advantage this has is that it allows you to add and remove users from a task just by adding or removing them from a group. no need to edit the workflow in the designer...

Things were working on

Tim on Jul 20, 2013

We continue to add features to Flowmingo. Our fantastic user community provides us plenty of great suggestions. We have recently added the ability to automatically schedule workflows and the ability to assign the flows creator to a particular task. In this case whoever starts the flow will become the owner of tasks that you have assigned to the "Flow Creator". We have quite a few things in the...

Decision task beta

Tim on May 10, 2013

We're still working out some of the rough edges, but we've opened up early access beta to Flowmingo's decision tasks.

Making large flows go

Tim on Jan 28, 2013

We have been focused lately on increasing the performance of large flows. We have decreased the time it takes to start a large flow by about 10 times. We have also brought the same level of improvements to updating the the status of a task or a workflow. We added support for marking tasks as 'milestone' tasks. You can view workflows using a new milestone view so you can gauge a flows progress...

Task Cloning and support for hourly tasks

Tim on Dec 29, 2012

We continue to enhance and improve Flowmingo. We have received tons of great feedback from our users and we have incorporated many of those suggestions in the latest release. Some of the things you will find in this new release are detailed below:

Designer:

• Moved the ability to edit workflow details into the designer.
• You can now setup task duration in hours for shorter tasks.
• Cloning is now...

Busy Birds

Tim on Oct 8, 2012

We have been hard at work adding features to Flowmingo. Some of the new features include:

• Workflow designer was redesigned from the ground up to make it even easier to build new workflows.
• Added the ability to watch workflows so that you can focus on key workflows within your organization.
• The Dashboard has been upgraded to allow you to easily filter on status, like 'overdue' for example.
• ...

Workflow for Small Business

Tim on May 23, 2012

Our goal with Flowmingo was to make managing the repetitive tasks easy. Most workflow applications are expensive, overly complex and beyond the reach of most small businesses. We wanted to bring the capabilities of those expensive apps to our users without the complexity usually associated with most Business Process Management systems. We have been quietly working on Flowmingo for the last...