Skip to main content
close
EXPLORE ALL PRODUCTS

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE

7 common workflow mistakes and ways to prevent them

Regardless of the size or industry, businesses depend on workflows to streamline their operations. While the productivity of the organization is bound to these intricate sequences of tasks, it's easy to fall into the trap of common workflow mistakes without even realizing it. This can result in a wastage of both time and resources.

This blog explores some of the most common workflow mistakes, how you can avoid them, and how to fix the flaws in your existing ones.

What makes a good workflow?

A good workflow is a sequence of systematic steps through which a specific business task can be effectively taken from start to finish. A good workflow takes care of the movement of work in a logical manner and minimizes or eliminates the need for redundant tasks.

Here are some defining characteristics of efficient workflows:

  • Most successful workflows are easy to understand and have clear steps.
  • Effective workflows drastically automate repetitive manual tasks.
  • A well implemented workflow is also a well documented one, with every stakeholder knowing its ins and outs.
  • An organization can have multiple workflows as part of their processes, but no matter the number, there should be a feedback system that allows for periodic process improvement.

7 common workflow process mistakes and how to manage them  

It's straightforward to make a list of the characteristics of a good workflow. But when it comes to their implementation, there are numerous things that can go wrong. Here, we'll look at the 7 most common, yet critical, workflow mistakes that can reduce their effectiveness.

1. Clearly understanding existing processes

When implementing a new workflow, one has to start by mapping every step in the existing process, overlaying it with the new workflow process, and differentiating the two to identify the modifications that need to be introduced. When changing active workflows, you have to be cautious not to disturb the current flow, especially if it's a business-critical process like customer support or the product development process. Not taking the existing process into consideration can lead to inefficiencies in the implementation.

2. Ambiguity regarding the expected processes

Before setting up a workflow, it's essential that all ambiguity is eliminated. This can start with creating a visual representation of the different steps in the process(es) for which the workflow is being developed. Once this is ready, you need to decide on the extent of the automation that's needed.

Initially, starting with a lower degree of workflow automation helps to assess the overall effectiveness of the workflow in general. This helps in progressively automating various steps, and documenting the process implementation is also made easier.

3. Implementing multiple workflows resulting in unplanned complexity

Like mentioned in the previous section, diving deep into the implementation process at the very beginning is usually a bad idea. It's best to choose one workflow at a time—or if it's a highly complex process, a subset of the larger workflow—and implement it in multiple phases to ensure it's well-defined.

One of the most common mistakes is to get carried away with the process and optimize multiple workflows together, resulting in an overly complicated implementation process. Custom workflows built without a clear execution plan can result in a drop in efficiency and productivity.

4. Not giving weight to stakeholder input

People are core to all workflows functioning properly, and it's the employees who work directly on the task that know the intricacies of the process best. The main aim of implementing workflows is to increase the productivity of stakeholders and, with that, the business processes. Ignoring or underplaying their input can adversely affect the productivity of the workflows you're working so hard to set up.

5. Overlooking the need for employee training

Successful workflows are not standalone wonders of automation. They require users to enable them at different stages in the business process to function optimally. Training the relevant employees or external stakeholders when workflows are newly introduced is critical to its effectiveness and, in turn, productivity gains.

6. Lack of proper communication

Of all the common workflow mistakes, the most prevalent is poor communication. You can build the perfect system for your business process, but without communicating the changes and expected gains to stakeholders, you're bound to end up with more problems than solutions with your newly implemented workflow.

7. Failing to monitor workflows once set

Whenever a new workflow is implemented, that should not be the end of the initiative. A system to monitor the performance of the processes and analyze them is crucial to every new workflow implementation. Without any kind of monitoring in place, it's next to impossible to identify issues, measure success, and make data-driven improvements to the workflow.

Common workflow process mistakes

Low-code's role in creating successful workflows

Low-code tools come with various capabilities and benefits that are well suited to build, monitor, and maintain automated workflow systems. Let's explore why low-code can help you create efficient workflows.

Quick and efficient prototyping

Low-code platforms let users rapidly experiment with setting up workflow processes. You can quickly build prototypes and test them with your sample user base and refine them based on feedback. The ease of iteration helps ensure that workflows are optimal and meet user expectations.

Accelerated development

Features like drag-and-drop interfaces and prebuilt components are core to any decent low-code platform. These capabilities let users design and build automated workflows faster than traditional methods. This, in turn, contributes to the speed and flexibility of setting up and editing active workflows, when there is a need to pivot to a given business requirement.

Automation-first approach

Automating processes is the core use of any low-code platform. They're designed to automate repetitive and manual tasks within processes, which results in the reduction of errors and ensures flawless execution.

Unifying workflows across the organization  

Good low-code platforms come with a varied set of prebuilt connectors and other integration options, which allow you to easily link up your existing software systems with the platform. This is crucial because, without access to existing data and corporate information, the effectiveness of a new workflow is greatly reduced.

Cutting down on technical complexity  

The most underutilized resource at any organization, with respect to automating tasks or processes, is the nontechnical user. Low-code platforms open up the world of automation to business users in your organization, which results in domain experts from different business functions getting involved with the creation of workflows. This can lead to the creation of more efficient workflows that are closer to the process because of the involvement of these business domain experts.

Better collaboration and process transparency  

Low-code platforms have built-in features that enable users to communicate and collaborate in real time on their workflow tasks. This can help avoid the creation of conflicting workflows and also, in some ways, help with avoiding common mistakes when setting up automated workflows.

Closely analyzing and monitoring processes

Another important capability that low-code platforms should possess—if they're going to help you in automating your daily tasks—are analytics and monitoring features. Monitoring and analytics tools provide insights into the performance of your workflows. Your organization can benefit by tracking key metrics and setting benchmarks for optimal operation.

Low code features to avoid workflow mistakes

Ready to fix your workflows?

A properly built and maintained workflow system is crucial to the success of any business. But this is easier said than done—without proper awareness of common mistakes, it doesn't matter how many workflows you create or refine.

Low-code tools can be a valuable resource to optimize organizational workflows. They provide features that let you visually outline your workflows, streamline processes, and improve real-time collaboration. In addition, you also get the ability to prototype and tweak your workflows quickly, seamlessly integrate with existing systems, and automate tasks transparently.

If you're seriously looking for a tool to automate your workflows efficiently and stop making the same mistakes, this is the perfect time to try out a low-code platform.

Learn More About Workflow Automation

Related Topics

  • Rohith Krishnan S

    Rohith is a product marketer at Zoho. He writes about low-code, workflow automation and follows the latest digital transformation trends. Outside work he enjoys spending time with family, watching football matches and reading about futuristic trends, in no specific order.

You may also like