July 3rd, 2017 • Workflow Automation
Having automated workflows sounds like a sexy thing. And it is. It feels pretty awesome to be able to initiate a process with a button and forget about it while the work gets done.
But that doesn’t mean you have to automate every process in your office. I mean, I think people can take care of replacing the copy paper on their own, right? Right? Come on, people.
Because automation shouldn’t be blatantly applied to every corner of your business, it’s good to start with a very basic question before you begin.
There are a lot of ways to improve your business – why are you looking to automation? What do you hope to get out of it?
Here are some good and bad reasons companies automate their processes.
Understanding the motivation behind your automation is extremely important and you should keep it in front of you at all time.
One small organization wanted to automate its leave application. The CEO had been approving every request through email and then forwarding it on to the Office Manager who recorded it and marked a paper calendar. The main motivation for automation was to limit the amount of time the CEO spent approving requests and to reduce the manual record keeping duties from the Office Manager.
When the organization started automating the workflow, they began with the employee handbook and built into its form all ten types of leave requests including things like jury duty. However, it soon became clear that the automation wasn’t serving its purpose. Because of all the leave types, the form was complicated to fill out and employees soon found workarounds to ask the CEO directly rather than using the system. Instead of creating a streamlined leave request, they had merely digitized their employee handbook and created more chaos.
So they went back and reduced the leave types to only the things the Office Manager actively tracked before. Employees found the form easier to use. The CEO approved requests with a single click and the Office Manager only had to keep an eye on the process to make sure it was running smoothly.
Before you start automating any process, make sure you identify your main reason for automation. Validate it to make sure automation is the right answer for you. Then keep your main reason in mind throughout the entire automation process.
*Enterprise pricing is based on expected transaction volume and maximum number of users