Example Workflow Diagram

What is Workflow Design

When conducted in a sequential workflow, a repeatable process is designed to ensure the consistency of the product or service to be delivered. Benefits gained from a proper workflow include:

  • Improved Efficiency

  • Better Responsiveness

  • Work Process Transparency

  • Increased Profitability

Starting the Workflow Review Process

Check out an example of a Stakeholder Interview and the solution created within QuickBooks Online

Documenting Your Workflow

A lot happens after you click connect.

Make sure it’s correct.

Apps Tested


Transactions Processed


Hours saved


Trusted Workflow Tools

There are so many different apps out there claiming to be specific to workflow. Here are some of our favorites!

Process Street Logo

Process Street

Customizable task lists with approval process and more

Lucidchart Logo


Visual Whiteboard with clickable links and embedding options

Cognito Forms Logo

Cognito Forms

Custom Form creator with conditional logic

Zapier Logo


Your customizable bridge between app to app.

Whether it be accounting, software, phone systems, they are on it!

First of all, I can’t tell you how valuable Parkway has been to our business. We were trying to decide between a few different software options for project management and accounting for our business. With very intricate needs and particulars, the guys at Parkway took the reins, researched everything, and saved me thousands of dollars not to mention tons of agony!

Antoinette Fargo

Antoinette Designs

Absolutely Great to Work With!

“Matthew Fulton has been a tremendous help manipulating data & tweaking a QBO setup. I would highly recommend Parkway & Matthew!”

Tiffany Stewart

Tiffany J. Stewart CPA

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