How efficiently agencies execute their workflows will ultimately determine their productivity and efficiency.
A successful agency workflow can take your small business to the next level. By having solid workflow management you’ll have a greater probability of reducing agency bottlenecks, staff burnout, and client churn. All while retaining revenue you’d otherwise lose through inefficiencies reminiscent of poor team cohesion.
In today’s fast-paced digital world, it’s more essential than ever to have a well-optimized workflow. There are many alternative ways to optimize it. But the aim is to unlock your and your team’s time. So you can deal with more essential tasks by utilizing workflow optimization tools. However, you could have to make certain that your team is trained on how to use them effectively. In this fashion, the right tools could make an enormous difference in the efficiency of your agency’s workflow.
Workflow management is defined as the coordination of tasks that builds up inside a team or organization to complete larger projects. In this angle, workflow management tools, reminiscent of time tracking tools, and workflow tracking tools, are the solutions that help agencies automate and manage their processes. These tools refer to a system that aids in the completion of workflows and oversees repeatable processes from a macro-level perspective.
They may be used to arrange an outlined set of tasks together with their sequence, collaborate with team members, and define different workflows for differing types of processes and applications. These tools may also help reduce manual efforts and automate redundant tasks.
Workflow software reduces the time needed for transferring pending work between tasks and allows for continual tracking and notification. It allows users to automate and streamline processes, typically in a sequential manner, helping to ensure all tasks are done accurately and in the right order.
Here are some advantages workflow automation can bring you:
- Fewer mistakes
- Better communication and collaboration
- More work done in less time
- No more wasted time on repetitive tasks
- Handle more things directly without getting overwhelmed
- Everyone knows what’s occurring and may see where things stand
- More positive and productive environment
The workflow tools also track progress and offer visualization, thus improving collaboration, productivity and reducing errors. Workflow management tools reduce the time needed for transferring pending work between tasks and permit for continual tracking and notification.
Let’s check it on a specific example.
A smart workflow management solution, Screendragon, offers way more than easy workflow software: real performance improvements for agencies! The platform provides you with best practices for change management, gaining leadership buy-in, developing training plans, and way more. It also allows you to create shared workspaces in your clients, where they will view documents, collaborate on tasks, and leave comments. So you can also use this tool in your client workflow management.
With its agency management software, you possibly can construct scopes and predict future revenues, profit from real-time creative collaboration, and integrate with many apps including Office365, Google Drive, Trello, Slack, PeopleSoft, MS Dynamics, and lots of more.
Agencies mostly prefer using digital marketing tools for handling their marketing operations or projects reminiscent of email marketing, social media, content marketing, marketing analytics, and project management operations. If your agency is having difficulties in managing tasks & projects and organizing documents, it’s time to spend money on workflow process management software!
Scroll down to see the different examples of workflow management tools with their pros and cons:
Screendragon
Screendragon is a hub to manage all of your marketing operations in your agency and in addition optimize your resources. The marketing workflow tool allows you to customize your flows so as to fit your ways of working.
Pros
- User-friendly
- Integration with many apps
- Create shared workspaces in your clients
- Real-time creative collaboration
- Technical support
Cons
- Having plenty of features is perhaps confusing
Price Range
Starter: $20 pm /Agency: Contact Screendragon
Productive
Productive is a one-stop shop for agencies of all sorts and sizes. You can run your sales, budgeting, resource planning, project management, reporting, and billing in a single platform.
Pros
- Easy to track
- Real-time- Updating
Cons
Price Range
Essential: $9 pm / Enterprise: Contact Productive
Monday.com
monday.com is an open platform designed in order that anyone can create the tools they need to run all points of their work. It includes ready-made templates or the ability to customize any work solution starting from sales pipelines and lots of more.
Pros
- Organize all project information
- Clear processes
- Great document management
Cons
- Unwanted emails
- Poor customer support
Price Range
Temel: €8 pm / Pro: €16 pm
*They offer a free plan
ClickUp
ClickUp is understood for its project management capabilities. It permits you to automate all repetitive tasks in your workflow to enable you save money and time. It helps agencies set workflows to handle each internal tasks and client-related tasks.
Pros
- Easy to manage projects
- Creative design
Cons
Price Range
Unlimited: $7 pm / Business: $12 pm
*They offer a free plan
Workamajig
Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house promoting teams of all sizes. It enables users to create project tasks, assign them to people, and collaborate on these tasks from a single message portal.
Pros
- Real-time- Updating
- Estimating function
Cons
Price Range
In-house: $41 pm / Enterprise: Contact Workamajig
PageProof
PageProof is a web-based proofing tool that makes the review and approval of work feel effortless. It offers greater customization through an abundance of UI options. In one case study, it doubled marketing output while cutting production time in half.
Pros
- Makes project management easier
- User friendly
Cons
Price Range
Team: $249 pm / Team Plus: $399 pm
*They offer a free version
Zapier
Zapier is a web-based solution that permits corporations to connect various applications together to automate their workflow and boost productivity. It provides the right set of tools to teams to accomplish more with less effort and errors.
Pros
- Organizing and tracking tasks
- Automating repetitive tasks
- Exchanging data in real-time
- Matching data elements between systems
Cons
- Poor third-party integrations
- Pricey business plans
- No Collaboration on the skilled plan
Price Range
Starter: €18.55 pm / Company: €91.88
*They offer a free version
How to Choose The Right Workflow Management Tool For Your Agency?
Workflow automation technology could be a powerful tool for improving productivity, customer satisfaction, and so forth. Streamlining processes, eliminating manual tasks, and reducing errors are some key advantages that smart workflow automation technology can provide you. However, the decision process shouldn’t be that easy when it comes to choosing one. Each one has different features, capabilities, and functions. Here are helpful suggestions for selecting the right workflow automation software in your agency:
- Identify your needs
- Take your budget under consideration
- Consider your team’s requirements
- Evaluate the features
- Read feedback from other users
- Give it a test run
Choosing the software in your agency requires careful consideration and thoughtful evaluation. With the right workflow management system, you possibly can boost overall agency efficiency, increase profits, and improve customer experience.
An intelligent workflow task management software may help your agency streamline processes, delight your clients, and grow your bottom line. Don’t accept anything lower than the best. Invest in an answer that’s tailored to your agency’s unique needs and provides your agency a competitive edge on this competitive digital world.
Read the full article here
