If you've been reading our newsletter for some time, you may notice that for this issue we've changed the format a bit.
It's because there's so much we have to say, and so many topics we want to explore deeper that we felt we needed more space. And so we've added it, and from now on we'll be filling our emails with more thoughtful content. Hope you'd find it useful.
And as for this issue, we're are sharing:
➡️ What is workflow integration, and why you need it
⛓️ Updated integrations with Excel, Salesforce and Monday [Help guides]
🎧 Work to the beat: Rock Classics [Our very own playlist]
Today, many businesses have departments, teams, contractors and partners operating independently, and using different software.
That often leads to fragmented processes, isolated and unsynchronized data, and no single source of truth. That, in turn, results in miscommunication, project dragging, and even in time loss, and money loss.
Workflow integration may be a solution.
💡Workflow integration is an approach that involves connection of different software applications, systems, or processes to enable data exchange and automated task execution.
The more different platforms you use, the more value integrated workflows can give you.
Imagine a construction company handling large-scale projects involving multiple teams, contractors and sub-contractors. This is how workflow integration may look for them:
Project management software (e.g., Procore, PlanGrid) + document workflow automation (e.g., Fluix, SharePoint) + a team collaboration tool (e.g., Slack, Microsoft Teams) + a task tracking app (e.g., TSheets, ClockShark) + reporting (Fieldwire, Zoho Analytics).
And this is how it can be implemented from a tech point of view:
API-based integration
Middleware integration
Custom code integration
No-code/low-code integration
Steps to start integrating workflows in your company
Whatever tool or method you choose, analysis is key for any complex strategy.
As your first steps, conduct a comprehensive assessment of your organization’s processes, pain points, and the desired outcomes. Identify areas that require integration, and set clear (and measurable) goals. Prioritize integrations that will have the most significant impact on efficiency, cost savings, and overall business performance.
If you create the workflows that involve outside parties (contractors, external auditors, freelancers, advisers), discuss the process with them, agreeing on what's optimal for everyone.
Now when you know how workflow integration works, let me introduce our updated integrations - with Salesforce, Monday, and Excel.
Using them, you can work with customer data even smoother. Any details you update inside Fluix or any chosen tools are automatically updated in all systems, ensuring data consistency, and also eliminating the need for manual entry (and thus reducing error risks).
Why you should integrate
Integration is all about connecting the dots and simplifying your work across tools. The initial setting may take you some time, but ultimate benefits are numerous:
Higher productivity
Synchronized data
Improved data accessibility
Reduced errors
Faster business processes
Improved collaboration across teams
Reduced costs
What's also good, even small businesses without big tech departments can use integrations as many modern software offers no-code or low-code solutions. We at Fluix do it for sure, and you can check them all by clicking the below link.
Take a break from work or get to work with double energy with this classic rock playlist curated by our frontend developer and team lead Oleksandr Karpov.