BPM / Workflow

Increasingly, firms are looking to Business Process Management (BPM) and workflow tools to increase their operating efficiency, accelerate growth and improve the quality of service provided to clients and internal users.

BPM leverages technology to create, track and measure streamlined, repeatable processes. It provides a structured approach for firms to restructure and simplify the way work is done while offering greater visibility and predictability. Successful business process management requires three key components:

  • icon process
    Business Process Analysis 
    Assessment of an existing practice and the design and definition of a new process

  • icon check
    People and Forms Management
      Use of workflow technology to create forms used to capture information and to manage to-do lists, notification, and activity tracking

  • icon integration
    Systems and Data Integration
      Movement of relevant information among systems in order to carry out processes defined and managed by workflow technology


The Problem

Workflow tools typically focus more on the "people" and "process" side of the equation. While this includes essential components such as forms management, collaboration and activity tracking, such tools do not make it easy to manage the actual data that's the subject of worker activity. Instead, organizations must still rely on manual user intervention, resulting in unexpected delays, errors and inefficiency.

  • Example – A firm uses workflow software for expense reimbursement and personnel intake processes. It does an excellent job of coordinating the steps that people must take to carry out these processes. However, it does not address the actual creation and communication of information among people and the applications they use to carry out assigned tasks.

Workflow software can collect key information and bring together the right people to execute their part of a defined process, but streamlining the actual work often remains a manual activity.

  • Example – A workflow system lacking integration instructs a user to manually re-key information across several applications and update the workflow dashboard when finished. The next participant in the process then receives similar instructions.

In theory, workflow vendors offer native tools for data integration. But in practice, those tools typically rely on significant custom code development by firm IT staff or require significant external consulting efforts.

What's more, most workflow software is difficult to implement and difficult to manage and change over time. And the experience it provides to end users is often lackluster, lacking the consumer-grade polish and mobile accessibility modern users expect.


The Solution – Intapp Flow

Addressing these modern needs and expectations requires a modern approach. One that enables organizations to deliver full-featured business process applications.

While a solution must include workflow capabilities, allowing firms to create and execute processes, a workflow toolkit alone is not the answer — it must also deliver a modern experience for lawyers and professionals, analysts and IT. This must include accessibility, visibility and change management capabilities critical to avoiding the shortcomings of traditional BPM software. Intapp Flow delivers all of this.

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