Why you should consider automating your workflow

We ran a poll on our Account Portal and on Patreon asking whether you would be willing to implement automation for those menial tasks that would usually take hours to complete but could easily be done by integration with workflows and the general consensus was that most businesses have either never heard of automation or that they don’t think they would as they think it is expensive to implement.

Of course, we are here to change that narrative and educate you on what workflows are and why your business needs to utilize them.

What is workflow automation?

Workflow Automation enables the use of digital tools to replace paper-based and manual processes, typically through the use of a single work platform that integrates with existing business systems and controls. The tactical goal is to ensure that the right workers are working on the right tasks at the right time and that they have everything they need to complete work tasks when they need it. Workflow automation allows businesses to standardize work, ensuring that predefined business rules and compliance policies are followed, reducing or eliminating human error and deviation, and providing visibility and accountability at every stage of the automated process.

Benefits of Workflow Automation

Automating manual workflows and processes delivers the following key benefits:

  • Improved efficiency
  • Increased productivity
  • Increased accuracy and reduction in deviations
  • Increased visibility into work in almost real-time
  • Granular accountability down to the individual level
  • Reduction in use of assumptions/feelings and increased use of facts in decision making
  • The ability to impose meaningful KPIs and generate real-world data for use in process improvement
  • Increased data security

Why you need it?

Modern businesses are grappling with the digital transformation dilemma of how to unite internal and external corporate communications in a world where email, phone calls, spreadsheets, whiteboards, and Post-It notes are the norm. All of these task management solutions rely heavily on human memory and are ineffective at facilitating cooperation and providing visibility when a worker or decision-maker requires it.

Organizations can use a workflow automation platform to drastically reduce their reliance on these communications and tracking tools by ensuring that all work task information and communications are either conducted within the platform or that a record of communications is kept within the relevant work tasks.

There is far less dependence on human memory or task tracking spreadsheets that may or may not have been shared after being modified by a worker elsewhere in the business. Instead, the workflow platform stores this data in a centralized repository that can be shared or viewed by anybody with the necessary permissions (usually using Role-based Permissions).

It's value

In essence, a workflow automation system is necessary since it continuously provides a great experience for your consumers, both external and internal, when it comes to the final work product.

Finally, workflow automation is necessary because it helps you to gain a competitive edge over manually-driven rivals by offering higher-quality work and services at a cheaper cost while still reaping the benefits of automation.

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