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Replace Email Chains With Trackable Workflows Courtesy Of Custom Software

While a combination of factors can slow a company’s daily operations down, a few of them stand out. Take, for example, the existence of tribal knowledge. It is scattered and impossible to organize. If the person holding it leaves the company, processes dependent on their knowledge can suffer tremendously. Needless to say, it is far from ideal – much like email chains are.

 

While they are an essential part of business communication, email chains cannot be used to track business processes. Requests, updates, approvals, and decisions that are restricted to long emails can become impossible to trace and verify without immense administrative effort, which in itself can be a major waste of time when the stakes are high.

 

The last thing growing businesses need are administrative delays. Vestra Inet, developers of tailored business software solutions in Ontario, know exactly what works instead. In today’s blog, we will discuss how custom software can replace email chains with trackable workflows for improved efficiency. Let’s begin.

 

 

Why Are Email Chain Workflows Hard To Manage

 

Emails are a great way to exchange vital information quickly. But they cannot be used to manage business processes. Especially those that involve multiple steps and complex approval routes. Restricting these to emails can make the entire process slow, cumbersome, and hard to track.

 

Consider an expense approval. It may require input from the heads of several teams before it passes. Seeking and compiling each of their approvals on emails is a nightmare. There is simply no way to accurately track the latest update on the approval or even figure out if the final approval came through.

 

This problem becomes increasingly noticeable at scale. When volumes of each type of request increase, more departments become involved. A never-ending cycle of follow-ups, status updates, and requests cannot possibly be managed over email. 

 

 

How Custom Software Creates Trackable Workflows

 

Custom software centralizes business processes. That is its entire purpose, and fortunately it includes tracking approvals, receiving status updates, and maintaining coordination among team members and departments.

 

Centralizes requests and relevant information

 

Instead of starting a long and complex email thread for every new process, teams can simply submit report, approval, or status update requests via a central system. Custom software is designed to retain relevant details, supporting documents, comments, and updates associated with each request, thus giving everyone access to the information they need without the need to chase individuals incessantly.

 

Assign clear ownership

 

Custom software allows businesses to assign each request to relevant employees, teams or departments so that time is wasted in chasing wrong people. Depending on a company’s workflow, the system can also be programmed to suggest next steps. This prevents ambiguity and speeds up the process of sending updates and approvals.

 

Track status and approval

 

Custom dashboards can be designed to show the current status of a request, including whether it is under review, awaiting approval, rejected, or completed. Approval rules can be fully customized to match the company’s actual requirements. Moreover, employees can use the software to monitor the status of their request instead of sending multiple follow-up emails every now and then.

 

 

Which Business Processes Benefit From Custom Software?

 

Custom software development can help businesses streamline multiple aspects of their operation. Especially those heavily dependent on email-based workflows. Key examples of these include:

 

  • Purchase requests and expense approvals 
  • Customer change requests 
  • Internal IT or maintenance requests 
  • Document reviews and sign-offs 
  • Employee onboarding procedure 
  • Sales handoffs and quotation approvals

 

From providing clear ownership to accommodating conditional approvals, custom software can make it much easier for businesses to handle piling requests in a centralized environment with evidence to back up the status of each.

 

 

Conclusion

 

Replacing email chains does not mean ditching emails altogether. Companies still need emails to communicate effectively. The only things emails should not be used for are core business workflows. Inboxes are not the place to record requests, updates, and approvals. That is what custom software is for.

 

Vestra Inet has 20 years of expertise in designing workflow-driven software systems for Ontario businesses. Contact us to get tailored digital solutions that improve operational visibility, allowing you to operate your business with greater clarity and accountability.

 

 

FAQs

 

Can custom workflow software integrate with popular email engines?

 

Yes. Especially if the email platform comes with built-in integration capabilities. If not, third-party APIs can be used to connect the two.

 

Can a workflow software measure average approval times?

 

Yes. Since it records the accurate timestamp for various workflow stages, businesses can use that data to understand the average time taken to complete each approval request.

 

Can workflow-based custom software restrict access to confidential requests?

 

Yes. Role-based restrictions can be built into the software’s control panel. These permissions apply to who can view, edit, review, or approve specific requests. 

Author Bio

 

Andrey Wool

Helming the operations at Vestra Inet, Andrey has over 20 years of leadership experience in the ERP industry. Having successfully launched 550+ software projects across a diverse set of industries, Andrey continues to transform the way businesses function with pioneering custom software solutions. His in-depth knowledge of sectors such as manufacturing and distribution has helped him curate actionable solutions that eliminate bottlenecks and pave the way for sustainable growth.