A Manual Guide to
WHAT IS WORKFLOW AUTOMATION?
Workflow automation uses technology to automate the flow of data in business processes and replaces manual work with rule-based logic. Workflows include both human and system tasks, completed in a sequential way. When a workflow is managed by the system, it reduces processing time and manual errors while increasing efficiency and productivity.
Steps In Workflow Automation
A workflow automation process begins with a clear objective and ends at process evaluation. Here are 5 steps involved in carrying out a workflow automation plan:
How Can Workflow Automation Help?
Workflow automation can liberate any department from the burden of manual processes. Here’s how every team in your company can benefit from workflow automation software.
Human Resource
Drastically reduce paperwork
Get automated approvals for candidates
Ensure compliance
Provide a swifter onboarding experience
FINANCE
Link approvals with journal entries
Get approvals on the go
Integrate with other accounting software
Save time with automated processing
MARKETING
Multi-location collaboration
Approve campaigns from your mobile
Establish a consistent process
Instantly check on workflow progress
SALES
Universal standardization of processes
Give every lead the same experience
Don’t let a step slip through the cracks
Get insightful reporting on trends
IT
Reassign tickets to available team members
Avoid duplicate support requests
Confirm updates with stakeholders
Manage assets and track usage trends
WORKFLOW AUTOMATION CASE STUDY
When the Arvada Fire Protection District started to face mounting purchase order requests, they shifted them from paper to email, but it created more problems than it solved. The workflow automation software they tried lacked major features and didn’t help.
See how Arvada Fire built their own workflow automation.From customer onboarding to mobile plan upgrading and service cancellation, Vietnam’s telecom giant Vietnammobile was running the risk of jeopardizing sensitive customer data in their manual workflows. Their processes were prone to errors, difficult to track, and lacked accountability
See how Vietnammobile turned things around“A good part of our operations and maintenance crews are constantly deployed (on the site) and having an easy-to-use app in their phones has simplified some previously tedious approvals like hotel stay expenses, airplane ticket approvals, travel expense reports, and so on.”
See how Servitron sped up processes for field staff.“Once our staff understood the process part of kissflow, and how everybody plays a role and how long they took to complete their role...people became more receptive to how they can improve their part of the process.”
Hear how Project Syncere created a culture of automationWorkflow Automation Statistics
Still not convinced about the benefits of a workflow automation software? Here are a few statistics for you to think about.
75,000
calls/month eliminated
$270
million saved
After Cisco Systems automated their CRM process
3 Reasons
to Use Workflow Automation
- Managing cost-efficiency,
- Improving time-to-market and
- Optimizing customer self-service.
Workflow Automation Highlights
There are lots of options in the workflow automation software market, but they aren’t all the same. Here’s a quick checklist to identify the must-haves in workflow automation software.