How To Select a Collaborative Work Management Solution

What to look for when evaluating a collaborative work management solution for the Salesforce platform

For organizations needing tools for automating repetitive processes, there’s no shortage of Salesforce tools available.

The problem? There are very few organizational processes that are fully-structured and pre-built in order to operate within this structure. Most businesses need to address more complex processes and therefore require a more flexible system that can deal with processes that are less structured, less predictable. This requires a third-party tool.

Because most businesses processes are ad-hoc and unpredictable, so much money is wasted on unstructured processes. For most businesses, not enough attention is given toward the structured process that actually makes employees more productive.

In the end, selecting a solution comes down to the following:

  • Process design, process execution, process management and resource management
  • Implementation, database capabilities, time, testing and communication abilities,
  • Collaboration, task management and integration, monitoring, analysis abilities and reporting features.

All of these elements  can be address using the Salesforce platform when leveraging a third-party tool. So what should organizations look for when evaluating a collaborative work management solution?

It starts with asking these series of questions.

  1. Does the system support the full process spectrum?
  2. Can business users design complex processes without formal training or specialized knowledge, and without IT intervention?
  3. Is there a mechanism to quickly create a process by creating a nested task list, or import tasks from tools?
  4. Can the system manage unlimited levels of sub-processes?
  5. Does the system support multiple types of workflow?
  6. Does the system support the ability to link together interdependent processes?
  7. Is it possible to roll-up multiple levels of a process to provide the appropriate level of visibility at each level?
  8. Is there a user-driven rules mechanism that tests data for specific conditions?
  9. Can users easily create and deploy mobile-enabled forms for data entry for their steps by themselves?
  10. Can decisions be implemented using a rules engine, an external program, or left to human decision-making?
  11. Can the system monitor external data and trigger reactions that appropriately impact the process flow?
  12. Is it possible to specify actions based on conditions as part of process design?
  13. Is it possible to build a custom action library that contains reusable actions available customizable for any process?
  14. Can a user interface be associated with a step?
  15. Can responsibility for steps be assigned to different types of participants?
  16. Can responsibilities be assigned or reassigned manually or by business rules during execution?
  17. Does the system allow use of external parameters to automatically generate multi-level processes?
  18. Can processes be activated with a single click by business users?
  19. Can processes be triggered by multiple methods?
  20. Can steps be completed using multiple methods?


And that’s just the tip of the iceberg of questions and things organizations should look for when evaluating a collaborative work management or process management solution for the Salesforce platform. For more on how to choose an enterprise process management solution, click here to read the full report.

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