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Making Better Workflow Hand-Offs

workflow hand off information shared

Quick Hits: Determine if you really need to hand off a task and, if you do, does it need to be handed off to a person, a pool, or a system. Make sure people receiving hand-offs are clear that they have an action to take and they have all the relevant information. Ensure people being assigned tasks have signed off on their specific responsibilities and timeframes during process… View More


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Does Workflow Automation Improve Employee Morale?

Workflow automation improves employee morale

Many of the positive impacts of workflow automation businesses expect are related to productivity, efficiency, accuracy, standardization, etc. But what impact, if any, does workflow automation have on employee morale? "Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients."  -Richard Branson Unhappy,… View More


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Are Companies Succeeding at Going Paperless?

paperless workflow success

For years now we have seen a push for companies to use cloud services in an effort to become entirely paperless operations. The reasons reducing paper consumption are well known: reducing carbon footprints, streamlining processes, cutting costs, eliminating manual work, etc. and the topic of "going paperless" has run the gamut of media outlets. However, there is one question that hasn't been asked. How Much… View More


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Beautiful Reminders

Alerts, notifications, and reminders are the "secret weapon" of workflow automation, keeping work flowing between individuals and teams. Some of our customers have come to us wondering how to better manage the thousands of combined tasks their departments handle each month. The sheer number of tasks requiring multiple follow-ups, emails and phone calls on their way to a successful resolution can be daunting. Fortunately,… View More


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Process Design Resources

We've put together several resources that cover designing a process from the ground up over the years and thought it made sense to combine them into a single, one-stop shopping post. Whether you are a beginner or a seasoned professional, these articles will help you understand the basics of the business design process and provide some of the crucial steps in creating an effective… View More


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Set Yourself Up for Workflow Success with Quick Wins

Grab that low-hanging fruit! Whether you're working on your first-ever large-scale workflow automation project or you've just started another for a new set of stakeholders, it will benefit you to focus on a few quick wins before delivering a large-scale process implementation. The reasons for this are numerous and the benefits can be significant. Why Are Quick Workflow Wins… View More


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How to Design a Process

how to design a process step by step

Today, we'll dive into the foundations of designing a process from the ground up. Whether you are a beginner or a seasoned professional, this article will help you understand the basics of the business design process and provide some of the crucial steps in creating an effective process. Note: for an even more thorough discussion of process planning and design, check out our free… View More


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Quality Assurance with Workflow Automation

Quality Insurance Workflow Illustration

When we think of Quality Assurance we often think about the manufacturing of cars, toys, food, etc. to meet the expected standards of quality set by a company or regulatory body. However, quality assurance can be applied to a wide variety of business disciplines and is not just limited to the production of a physical good. What is Quality Assurance Quality assurance is a practice used to prevent the occurrence of errors… View More


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Business Rules Explained

business rules defined

If you’ve been a long-term business owner or even a leader in an established business of any kind, you know how chaotic things can get when most decisions are left to fully-autonomous employees. While there is definitely a role for autonomy as it promotes job satisfaction and can help employees grow as they learn to make decisions to better the business, in most cases, at least a core set of understood rules is critical to help the… View More


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Taking the Pain Out of Approvals

Related Approval Management Software Industrial Strength Approval Management eBook Most organizations experience quite a bit of pain when it comes to submitting, managing, and reporting on approvals. Regardless of the… View More


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