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Learn what it is to automate workflow and how to implement it in your company.
4 min read
Sales & Marketing head at Scalestack
Automating your workflow is essential for your business. In this blog, we will discuss why it is so important and the ways you can efficiently automate workflow. Doing it means not only better results for your business but also more free time for yourself.
Every business is surrounded by workflows. The processes and systems within the company are workflows. The decisions the employees make our workflow. The way you do things is workflow.
The thing is, many of these procedures are probably not efficient, they cost more than they should, and require more time than they should. That is why automating your workflow is not only recommendable but is necessary to avoid losses. Automating your business is the fastest way to scale.
To automate workflow means reducing the problems by replacing manual tasks for systems relying on software. Softwares tend to save a lot of money and a lot of time and it is more efficient. The implementation of software that helps your company to operate, implies leaving all the “robotic”, automated things for those programs. As a consequence, the people that were doing those things now have more time to focus on other functions that require less automation and more critical thinking. This way, employees take care of the mission objectives while they avoid making mistakes in the automated processes.
Some things are indispensable as a means to automate workflow. Here are the principal ones:
Instead of trying to put the attention on the betterment of your company, try to put the light on the customers' goals. Successful automation requires improving the experience of the clients. Try to think of specific goals that will make the client want to come back to you in case they need your service again.
A workflow diagram is a graphic, a visual representation of the current state of your business. It reflects the processes made and it is an image that shows the results of the last weeks or months.
Represents all the tasks and the actions that build the workflow and its automation. The graphics can be made in any interpretable way. They must señalize every aspect and show how they are linked to one another.
A workflow diagram should be easy to understand. It should be transparent and clear to make a thorough analysis of the current situation of the business and be aware of what could be improved and what is advisable to keep moving forward with.
These charts can be a really useful tool for you to break down your business and divide each area. That way, you can realize every part of your system and find if the implemented software is working or not.
If you follow through with the suggestions made in this article, you will most likely be on your way to automating your workflow.
Nowadays, with all the resources and technologies we count on, it would be dumb not to take advantage of them. To automate workflow is to find solutions for your clients and to make things easier and more effective within your organization.
Decide how you are going to do this process, what to do better and what to keep the same. Then, create a workflow diagram monthly to check the results, and what is going right and what is not going so well.
If you do all this, it is likely your business will start being more efficient by getting better results, reducing costs, and making employees focus on mission-related aspects.