Workflow automation is the use of software to connect systems and decrease manual tasks that slow down businesses. For instance, the average office worker is required to spend 13 hours per week managing emails. Automating this process gives them the time to do more valuable tasks, like analysing client data or creating presentations for clients. The goal of workflow automaton is to relieve employees of repetitive, monotonous tasks so that they can concentrate on what’s important to the success of the business.
Start by making a list of all manual processes that your company relies on. Focus on the ones that could benefit from automation of workflow by looking for tasks that have unclear instructions, overly complicated processes or communication gaps. However, don’t be rushed to automate the inefficient process right away. If it’s not clear on goals, automation will only add to the inefficiency Therefore, you should take steps to redesign it to increase efficiency prior to implementing automation.
When you’ve chosen an automation tool for workflow look into the features and functions of the tool to ensure that it is a good fit for your company’s needs. Create your automated process by using the drag-and drop visual interface. Once you’ve built and tested your new procedure it’s time to distribute it to your team and monitor its performance.
Certain tools for workflow automation can be used as standalone apps. Others can be integrated with other software like CRM and project management systems. For instance, Jira Service Management (JSM) offers workflow automation for ticketing that lets help desk professionals automate recurring actions for example, sending out notifications for new tickets a knockout post and assigning them to teams.