Workflow management rules are the set of rules and guidelines that determine how a workflow is completed. They define which steps can be completed and when, allowing the process to follow the most efficient path to the end. If a company uses a structured workflow to automate its most repetitive, routine tasks, it frees up employees‘ time to focus on strategic projects.

Workflows are offered in various formats to fit the needs of any data room project. For instance a sequential workflow is one where the next step cannot start until the prior one is completed. This is typical in workflows that manage expenses, where employee reimbursement is contingent on receipt submission and payment authorization.

A state-machine workflow consists of a series of actions performed on a product in a certain order, with each action changing the work product to various states that are permitted, such as „being written“ or „completed“. State-machine workflows may also include additional rules, such as if-this-then-that conditional logic which determine the flow of the process.

Parallel workflows allow for several steps to be performed simultaneously to achieve a goal, such as processing and mailing a garment to a client when the company has confirmed that it’s available. All of these tasks can be automated by a workflow software.

It’s easy with the right workflow management software to create and manage a well-structured process to increase efficiency, accountability, and productivity. By streamlining communication, and ensuring that everyone in the team is aware of their roles and responsibilities, and have a clear map of them, managers are able to reduce the confusion that leads to a lack of focus and deadlines.