You probably find yourself in one of two camps: either you are knowledgeable about the topic and have a good understanding of what it is all about, or on the contrary, you have heard terms like “flow systems”, “flow control tools”, “workflow automation” and you are still wondering what language they are speaking.
That's why, on this occasion, you're going to list of usa consumer email learn what workflow automation software is and why it's so important for your company, exploring various topics such as:
Workflow automation can be defined as a process or system that aims to make part of the task flow - documents and information in the workspace - be carried out on its own, based on criteria and rules established by the company. Workflow automation software is the tool on which this system is based.
Using this method, it is possible to increase the productivity of the various agents , since it makes these activities take place automatically, giving them the freedom to concentrate on more complex processes that require all their expertise.
It is important to keep in mind that you cannot have a completely automated workflow, as not all tasks can be resolved automatically. The opportunities in which you can apply this treatment to your activities are:
When the task is routine and has a high frequency of repetitions.
When you are working with very detailed information where there is no room for errors, such as working with data, tables, lists… just to mention a few examples.
When the task is simple and can be done more efficiently through automation.
What workflow systems exist?
Every company is a world, as are the different areas. The sales department is not the same as the human resources department, for example. Each unit works in its own way and, if there is no order in the workflows and teamwork , a company could end up collapsing.
For this reason, there are different types of workflows, each with its own characteristics:
Administrative Workflow
It is the most commonly used method in every company, given the large number of administrative documents they must manage.
Which companies can use it? The truth is that all companies can use it, as good administrative management is essential. A specific example at the departmental level could be human resources, which usually processes many orders from other areas within the company.
Learn about other administrative tasks where you can use workflow control tools in: (GUIDE) Ticket system to optimize workflow
Production Workflow
This is the method used for tasks related to fixed actions that do not change. It is used for its effectiveness when planning production, a key process in a business plan .
Which companies is it useful for? Those that require a high level of control over the tracking of the product from the moment it is manufactured until it reaches the hands of the consumer. Having an automated workflow here allows you to know what stage the production is at and how it is developing.
Read more about productivity and traceability at: Learn about the characteristics of a CRM: the advantages for your company
Ad hoc workflow
This is perhaps the most versatile type of workflow of all. It is characterized by the fact that the rules of the procedures can be built and adjusted as the process progresses.
Which companies is it useful for? It can be used in companies that work on orders that differ from client to client, such as an engineering consultancy. In this way, the workflow is structured for each specific case, in a personalized way.
