When an organization depends on a loosely-structured format like email or spreadsheets to collect information it runs the risk of the employee self-editing out valuable information. The lack of structure in gathering information typically results in costly rework or critical decisions made on incomplete information. It also makes maintaining compliant procedures and running audits a nightmare.
Imagine managing employee travel expenses by simply telling employees to “send your manager your expenses.” Who knows what people are going to send (spreadsheets, scanned receipts, hand-written sticky notes, email copy, etc.) and how they’re going to send it (email, hard copy, Slack message, fax, etc.) Imagine how much time the manager will have to spend going back to all their employees and asking for more or different information. Depending on how many employees they have and how many managers the organization has, this could represent DAYS of wasted time on one relatively simple process (and some very disgruntled managers).
The phrase “Garbage in, garbage out” has always been used to express the idea that in computing and other areas, incorrect or poor quality input will always produce faulty output. In the case of workflow automation, bad data doesn’t just produce headaches at the point of output, it produces pain throughout a process. Every time someone has to circle back for more or missing information the process grinds to a halt and days are lost.
By automating the collection of information in an interactive form tied to an automated process on the back-end, a list of structured questions captures the exact information needed to move the process forward and feeds properly into decision points (human or automated). Instead of guessing what information to include, participants know exactly what is needed and in what format. This greatly reduces potential choke points and loop-backs.
By using standardized, consistent online forms to gather information, process owners ensure:
- Compliant Data: Complete, accurate information needs to be provided before and during a process lifecycle. Required fields prevent employees from skipping critical data points.
- Actionable Data: Standard, actionable data is provided. Using dropdown lists, radio buttons, field-level validations, etc., process owners can ensure the data is standardized and can be acted and reported upon.
- Exception Handling: Exceptions need to be recognized and handled appropriately. By routing tasks and information (see next section) based on data provided in forms, information does not fall through the cracks because of exceptions.
- Positive User-Experience: No one likes filling out forms, but if the forms are straightforward and smart, including things like skip logic and data lookups, users don’t have to think as much and come away feeling like their request will be well-handled.
When you do a better job of collecting data you also have more accurate and actionable reporting later. No one wants to spend additional cycles cleaning up, normalizing and filling in missing data just to be able to build the proper analyses. More time can be spent on critical analysis and less on report cleanup when data is complete and properly formatted.
Every hour and day spend on faulty data, whether it’s during a process or after the process is complete, is lost revenue. To ensure your processes aren’t becoming money-chewing machines, take steps to standardize data intake with well-designed forms that feed into an automated workflow. To discuss your data intake and automation scenario, contact us or schedule a demo to see how Integrify can help.