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4 Signs You Need Workflow Automation

Workflows are the steps you take every day to process business data. It is the routing and approving of information, so that your customers are taken care of, your employees are paid and your business runs smoothly. Many companies, though, have inconsistent or manual processes that limit their ability to grow and thrive in the business world.

Workflow automation takes the workflows you already have in place and allows your employees to route and process information electronically. The benefit is that it allows you to monitor those processes to truly understand how they function in real-time. This understanding lets you adjust and enhance your processes so that bottlenecks and inefficiencies become a thing of the past. With workflow automation, your business is better able to accommodate an influx of customers as you grow and expand your customer base.


Related: The Future of Data Analytics


Workflow automation software, while beneficial to many companies, works differently depending on the business environment in which it is placed. It is most beneficial for companies with inconsistent processes and difficulty communicating internally and externally. If your business falls within any of the four categories below, it might be time to see how workflow automation can improve your processes.

Employees skip steps in your processes.

You’ve created a workflow that is perfect for your business. It’s simple and user-friendly. Then, one of your employees has a lot on his plate and skips a step. Its deadline time, and you realize that you are missing an authorization. The data wasn’t double checked and you are blindsided. Now, instead of meeting your deadline, you are scrambling to make sure something else wasn’t missed.

Communication is erratic at best.

Your employees are trying to manage a customer request, but, between the emails, phone messages and service tickets, the information they need is in three different applications. They’re spending more time trying to keep track of information than actually taking care of the problem. For you, it’s nearly impossible to keep track of who needs to complete which tasks, in what order and by what date.

Accountability is just a word.

As a manager, it is imperative that you know who is responsible for each task. When employees skip steps in your business processes and communication is erratic, it is increasingly difficult, if not impossible, to truly know who was responsible for an error, missed deadline or missing information.

Tasks aren’t being tracked.

Every week you ask for progress reports from your staff. Every week you have to individually approach each of them to ask for the reports. That means that instead of assisting your customers they spend the better half of their work day compiling information for you from four different applications so that you can tell where your department stands.


Find out how you can create your own automated workflow process with Paperwise.


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