Workflow automation improves productivity, efficiency, and customer experience.
Workflow Automation refers to the design, execution, and automation of processes where human tasks, data or files are routed between people or systems based on pre-defined business rules.
Why It’s Used
By automating workflows, especially those that are primarily handled manually by employees, significant improvements can be made in:
- Job Satisfaction
Workflow Automation Examples
Here are some examples of processes that can benefit from workflow automation software:
IS Service Requests
Security Access Requests
New Account Setup
New Project Requests
New Hire Management
Simple or Complex, Your Workflows Can Be Automated
The process automation of a given workflow process can involve one simple request/approval process or encompass several different workflow tasks and resources, triggered by set business rules. For instance, an employee may request a capital expenditure by completing an online form.
This triggers workflow automation that routes the employee’s request to their supervisor for approval. If the supervisor approves, the request is then routed to a different area of finance based on the amount of the request (e.g. Under $25,000 is routed to a Finance Manager while over $25,000 is routed directly to the CFO). Once the request is approved by the appropriate Finance approver, it may then be routed to the relevant purchasing agent based on the type of request (IT purchase, Marketing purchase, Event purchase, etc.)
All the steps and actions in the workflow process are tracked and reported in real-time as well as for long-term trend analysis. For instance, department managers can report on service levels and identify weak points or bottlenecks. In addition, requestors have visibility into request status for better planning. As needed, information regarding the request can be automatically transferred into ERP, CRM and other business systems.
Workflow automation provides several benefits over manual processes:
- Policy compliance adherence
- Reduced approval cycles
- Reduced manual handling
- Improved visibility
- Improved employee satisfaction
- Continual process improvement
- Better workload management
- Reduced errors
Workflow Automation systems provide administrative users with an environment for creating and editing workflow automation schemes, usually through a visual/drag and drop interface. Shapes and connectors represent the people and tasks to be performed for any given request so an automation scheme can be built based on real-world activities. This allows for rapid prototyping of workflows in an easily understood schema.