Do you ever wonder how leading businesses always manage to stay ahead of their competition?

For every business, it is important to decide where to invest their time and money such that they get a better ROI. All great organizations adopt new technologies to save their time and money and one of these technologies is workflow process automation or business process automation.

In this article, we’ll understand what is workflow automation and how it can help YOU to revolutionize your business.

Workflow Automation and how it works.

In simple words automating a workflow process means designing, creating, deploying, and automating a business process with preset rules such that the tasks are completed automatically and as programmed.

Almost all workflows observe an identical process flow in them which facilitates avoiding confusion and easier implementation of automation. In any regular organization numerous employees, for example, HRs, admins, and managers are required to fill in various fields of information regularly and approve or reject requests as a part of a workflow. These approvals are then received by the senior managers for finishing the workflow. This workflow can bottleneck. Workflow process automation can help you in avoiding this and bring order in place of chaos in your organization.

Great! How do I get started with workflow automation?

Before you adopt automation, it is critical to recognize which workflow processes you need to automate and which automation software will be the best fit for you. Choose a workflow automation service Process Robo’s that automates your workflow process such that it is simpler for your personnel to communicate and monitor throughout the workflow process, completing tasks faster and efficiently. This will tremendously increase your customers’ satisfaction level and will give you a competitive advantage.

Now let’s understand the process of implementing automation into a business workflow process:

Step 1 – Identify and document the workflow process you need to automate (The process as it is)

Step 2 – Visualize the new automatic procedure (the to be process workflow)

Step 3 – Identify the proper service for workflow automation (Choosing the software)

Step 4 – Design the brand new automatic procedure within the system and deploy the designed workflow automation

That’s It! It’s as simple as that. And if you still have some queries, feel free to hit us up for a discovery call!

Trust us, we’re good listeners.

Growing with the help of workflow automation

We’ve already told you about the massive pool of processes that can benefit from workflow automation. But what are the exact sectors where you can incorporate automation and guarantee your scale in growth?

Here are the major workflow processes you should decide to automate, especially if you’re a beginner in the automation journey of your business-

1. Document Approval Workflow

A report approval procedure starts with creating a draft, then an overview from an employee, and then finally a submission to the supervisor for approval. This might take days or even weeks of your precious office time. And this is not even the worst part! If these documents are rejected by the upper management, you can conveniently assume an added week of the same work. This process can bottleneck and reduce the accuracy and efficiency of the work.

Automation of such workflow processes can be a real game-changer.

2. Expense Approval Process

Expense declaration is a critical issue in each enterprise, for all sectors alike. With workflow automation, your finance crew can reduce their burden with a streamlined workflow process for the overview of the whole procedure. A workflow with applicable fields ought to be put together, with receipts connected with feedback, and dispatched for approval. The procedure may also have the choice to reject or clear the refund request.

3. New Employee Onboarding Workflow

This enterprise procedure workflow simplifies the HR department’s job.

It begins off with the aid of using the new employee’s data, together with a virtual signature of the employee, and sending that information and approval to the involved departments, which can include IT Department, Manager, and HR. This will be helpful as the HR crew would then be geared up as the new employee comes into the workplace on the first day.

4. Leave Approval Workflow

Having an automatic machine that gives transparency to the personnel facilitates moral boom and loyalty in an organization. The leave approval workflow is one of the easiest workflows an enterprise can automate. Leave request paperwork can be crammed in when using a worker and may not be speedily reviewed and acted upon. But, automation can automatically verify the application and send it for approval to the supervisor as soon as the employee applies for leave.

5. New Customer or Vendor Addition Workflow

The reputation of an enterprise lies with the kind of clients it has and the companies which assist them to carry out its offerings. A simplified workflow procedure will permit a new client or supplier to fill in the required information in a portal. The facts will seamlessly circulate in the software and be routed to a supervisor for approval. A specific identity might be generated and a personalized welcome mail might be sent to the client. This quickens the approval procedure and streamlines new additions by improving the workflow experience.

6. Invoice generation Workflow

It is simpler than ever to send invoices to a client with an automated workflow process. The automated process will use the pre-saved client’s billing info to generate the invoice.  Once the payment is received, the automation program can automatically reconcile to generate and send the invoice to the client. It can also send reminders, follow up and analyze the clients for bills that can be overdue.

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