When you’re examining workflows, at some point you’ll find areas where you can significantly advance up the process if you eliminate the human factor. Automating Workflows is one way to do that.

Workflow automation refers to the way how business processes are composed, executed, and automated based on rules that you set up to plan different tasks, data, or records between people or systems.

Steps in the workflow automation process

automation process

Once you’ve decided that you want workflow automation, the next challenge is to choose a workflow to automate. This will help you understand and learn what to expect from the process and give you room in case it takes a few steps to get it right.

There are various steps in the automation process once you choose a workflow:

Create a visual representation of your workflow.

Before you start the automation process, design a visual representation of the workflow you need to automate. This representation can give clarity in the workflow and help you see where rifts may exist or where processes can be streamlined, for eg- if you’re missing a notification that needs to be sent to someone when a process requires a standard decision.

Incorporate the needs of those who will regularly use the workflow.

As you outline the workflow to be automated, you would want to check with the individuals who will be a part of the workflow. For example, if you’re automating a sales pitch for a new user landing on the website, you will need to get input from the marketing team and the sales team, the two teams that will likely use the workflow the most.

Choose ADOHM to help you automate processes.

Once you have a visual representation of the workflow. You can go ahead and create the workflow with ADOHM by stating the details like the message, attachments, time and date and the TAT of the reply. ADOHM can be used from the point you first start workflow automation to deployment and beyond.

Set key performance indicators (KPIs) to measure performance.

As with anything you execute in your business, you want to know if it’s thriving. Workflow automation is no different, so it’s necessary to identify and establish appropriate automation KPIs to map progress. Some of the workflow goals you can set up include.

  • The no. of processes that run to fulfilment
  • The average time it takes to run a process
  • The lapse rate of a process
  1. Test your workflow.

Before you deploy the newly automated workflow, do a trial to make sure there aren’t any issues or problems that would arise later on. A lot of businesses create what they think are airtight workflows, like a contract creation workflow, only to find that they’ve left out a significant step or person in the process. This is why automation trial is so important.

2. Launch and monitor the automated workflow.

Once you’ve created your workflow, solicited input from users, choose a workflow automation solution, set KPIs and examined your process, you’re ready to begin the automation. Train users on the workflow make sure they learn how things will work.

The automation process doesn’t end at launch. The KPIs you set earlier will be vital for observing how the workflow performs.

These steps help secure your automated workflows to make your business more productive and efficient.

Click here to know the top 5 goals to consider while creating a marketing strategy.