How to Implement Workflow Automation

Workflow automation utilizes software to connect systems in order to decrease manual tasks that cause slowdowns for businesses. For instance, the typical office worker will spend 13 hours per week managing emails. Automating that process will enable them to use these hours to do more valuable tasks such as analyzing data from customers or preparing presentations for clients. The goal of workflow automation is to remove employees from repetitive, laborious tasks to concentrate on the things that are most important to the success of the business.

Start by taking a look at all manual processes that your company is involved with. Zero in on those that could benefit from workflow automation by focusing on tasks that have unclear instructions, too complicated processes or communication gaps. Do not automate an inefficient procedure immediately. Automation will only amplify inefficiency if it lacks clear goals. Take steps to redesign the process to maximize efficiency prior to implementing automation.

Find out the functions and features of a workflow automation program to ensure it meets your business requirements. Then, you can build your automated workflow using the drag-and-drop visual interface. Once you’ve built and test your new workflow, it’s time to distribute the system to your team members and track its performance.

Certain tools for automating workflows can be used as standalone applications. Others can be integrated with other software systems, including CRM and project management systems. Jira Service Management offers workflow automation to help support the ticketing process. This lets help desk professionals automate recurring tasks, like sending out notifications on new tickets or assigning them to specific teams.