All you need to know about workflow automation

Workflow automation is a series of automated actions for the steps in a business process. It can help in improving everyday business processes and allows teams to spend more time on actual work and less time on the processes that support them. Many companies like checkbox empowers organisations to build automation services. The workflow automation solutions they offer are easy-to-build automation solutions that make use of a no-code, drag-and-drop platform.

It means that the subject matter experts can easily automate the processes by building apps using the drag and drop feature without the need for having technical skills or vast knowledge in coding. Businesses that create workflow automation can save time and money, are more efficient and can reduce the likelihood of errors.

Benefits of Workflow Automation

  •         Helps in Streamlining Communication: One of the biggest benefits of implementing workflow automation is that it helps in improving internal communication. This in turn can help in reducing the rate of employee turnover as most employees leave organisations due to lack of communication with the management. As workflow gets automated, so would communication. Hence, no one would need to remind or tell any individual regarding their workflow or scheduled work.

  •         Creates a Sense of Accountability: When the workflow gets automated, employees also become responsible for every part of the process. For each step in the process, a person is designated to perform a specific action. This creates a sense of accountability as everyone would know their own specific tasks and responsibilities. Workflow automation can also help in identifying the tasks that would be more time consuming and in effectively managing such tasks.

  •         Reduces Error and Costs: Workflow automation reduces errors as it gives priority to necessary tasks. Every person involved in the workflow automation process is held responsible for their role. Workflow automation saves companies from costly expenses as a result of employee error. It can cut the administrative labour costs as well.

  •         Empowers Employees to Manage their Time: Workflow automation ensures that every employee is well-aware of their responsibilities and tasks. The management can easily identify if the tasks of a particular employee is incomplete. Supervisors do not have to manage every employee or spend time to track their progress. Workflow automation allows the management to look at the overall workflow process.

  •         Helps Attain Workplace Efficiency: With the help of workflow automation, assigning, approval and responsibilities is easy. This can help the management focus attention on other tasks as workflow automation can track workplace efficiency.

Major Steps to Consider Before Completely Moving to Automation

  •         Identify the tasks that are repetitive: When a business considers moving on to automation, it’s essential to identify the area that has repetitive tasks. A deep understanding of the business is necessary to identify the issue. Make a visual representation of the workflow with the help of flow diagrams. This can help in identifying repetitive tasks. This would also help to simplify the process by automating the repetitive tasks. This key step needs to be implemented after consulting the users and management of the process.

  •         Define business goals: Once a problem is identified, the next step would be to define the business goals by keeping the current manual workflow as a benchmark. The target might be related to reducing the time spent on a single process or by optimising resources for more productive tasks. The workforce can be more productive if they focus more on production tasks and less on data entry. There should be a justification for the business goals and how it can be successfully achieved using automation and also the tools which can be used for measuring the success of the goals.

  •         Opt for the right automation solution: The next step would be to determine how to achieve the goals. The solution would be to choose the right workflow automation solution. There are various solutions available in the market for an automation tool. However, it is important to understand the right fit for your organisation. Many companies like checkbox help in automating your workflows to eliminate tedious manual processes. Based on the goals you may have set, select the workflow software that can automate the business process. The workflow offered by checkbox is simple and user-friendly.

  •         Provide training to users: The users need to be trained regarding the best no code software. Any sudden change in an organisation’s routines would be difficult for employees to accept. Hence, it is essential to involve employees in discussions right from the first step so that they can be an integral part of the decision-making process. The end users thus become accountable. Providing a clear transition from the manual process and making the automated system a part of the work culture would require adequate training. This would also help employees to learn and adapt to the changes successfully.

  •         Improve the workflow by measuring the key performance indicators: After the completion of the above steps, you would have a new automated workflow system. The business users will provide feedback based on the process and usage. It is important to fix the issues and glitches at this point. The final step of measuring the key performance indicators can be implemented to improve the workflow. Constant and continuous monitoring and measurement of automated workflow helps in identifying issues and suggests areas for improvement. Additionally, continuous assessment of the upgraded workflow will help the team to become more efficient.

By utilising workflow automation, companies can reduce the manual tasks performed by employees. This would help employees focus more on other important work and therefore boost productivity. Thus, more work will get done in a shorter amount of time and would most likely boost employee morale and increase overall output and efficiency!

Therefore, workflow automation can help companies achieve more consistent results. By making use of workflow automation processes, companies can also reduce the risk of making mistakes. The scope for errors is drastically reduced. They can produce high quality products or services with fewer costs and lesser time. This not only benefits the company but the employees as well. What’s more, workflow automation creates processes that can bring in more revenue with fewer expenses in less time!