What is Workflow Automation?
Workflow Automation is the design, execution, and automation of processes that are based upon workflow rules. These rules allow human tasks, files, or data to be routed between people or systems according to predefined business rules.
Why Workflow Automation Is Used
Automation can make it possible to improve productivity, particularly in the case of processes that are still being handled by employees.
- Job satisfaction
How to Create an Automated Workflow
Automated workflows can easily be created visually using a drag-and-drop interface. Most cases are illustrated in a static format. All stakeholders can review it for accuracy. Once the static design has been completed, you can start to work on the actual process. This will include forms and task recipients as well as notifications and alerts. Workflow automation software allows you to organize and connect tasks as required.
No Matter How Complex or Simple Your Workflows are, They Can Be Automated
An automated workflow process may be triggered by business rules and can include one request/approval process, or several workflow tasks and resources. An employee might request approval for capital expenditures via an online form.
This activates workflow automation, which routes the employee’s request for approval to their supervisor. The supervisor can approve the request and it is routed to another area of finance depending on the amount requested (e.g. If the supervisor approves, the request is then routed to another area of finance based on the amount requested (e.g. After the request has been approved by the Finance Manager, it can be routed to the appropriate purchasing agent depending on the type of request (IT Purchase, Marketing Purchase, Event Purchase, etc.).
Workflow Automation Examples
- IT/IS Workflow Automation
- Finance Workflow Automation
- Marketing Workflow Automation
- Legal Workflow Automation
- Operations Workflow Automation
- Purchasing Workflow Automation
- HR Workflow Automation
- Facilities Workflow Automation
- Sales Workflow Automation
Automating Capital Expenditure Request Workflow
The workflow process is tracked in real-time and reports are available for trend analysis and long-term reporting. Managers of departments can report on service levels to identify bottlenecks and weak points. Requestors can also see the status of their requests for improved planning. Information regarding the request can automatically be transferred to ERP, CRM, or other business systems as needed.
Workflow automation has many advantages over manual processes
- Compliance with the policy
- Approval cycles are shorter
- Manual handling reduced
- Visibility improved
- Employee satisfaction is improved
- Continuous improvement
- Better workload management
- Reduction of errors
Workflow automation systems enable administrative users to create or edit workflow automation schemes via a visual/drag and drop interface. Connectors and shapes represent the tasks and people that will be completed for a given request. This allows you to build an automation system based on real-world activity. This allows rapid prototyping in a simple schema of workflows. Administrators can then use workflow analysis tools such as dashboards, reporting, and KPIs once the project is deployed to ensure that processes run smoothly.
Workflow Automation Vendors
Companies like Kissflow, Worktec, Flokzu, etc. While companies such as Flokzu, Worktec, and Kissflow offer simple workflow tools to small businesses, Integrify offers robust tools for large enterprises. SMB workflow software differs from Enterprise workflow software in terms of its feature set, interoperability, and service or implementation. To allow their parent company to focus on core features, tools such as Lotus Workflow or Sharepoint workflow will be retired.