How to Implement Workflow Automation

Workflow automation is the use of software to connect systems and cut down on manual tasks that can slow down businesses. The average office worker is about 13 hours per week managing emails. Automating this process can give employees to dedicate their time to more important tasks, such as studying client data or making presentations for clients. The purpose of workflow automation is to relieve employees of routine, repetitive tasks so they can concentrate on the things that are most important to the success of the company.

Start with an inventory of all manual processes your organization is involved. Focus on the ones that could benefit from workflow automation by looking for tasks that have unclear instructions, too complicated processes, or communication gaps. But, don’t jump to automate the slow process immediately. Automation will only amplify inefficiency if it lacks clearly defined goals. Do your best to rethink the process to maximize efficiency before implementing automation.

Once you’ve picked a workflow automation tool look into its features and functions to ensure it meets your company’s needs. Then build your automated process with the drag-anddrop interface. Once you’ve created and tested your new procedure then it’s time to release it to your employees and observe its performance.

Many workflow automation tools are standalone apps however, some offer integrations into functional software such as CRM or project management systems. Jira Service Management offers workflow automation to assist with the ticketing process. This allows help desk experts linked here to automate routine tasks, such as sending notifications on new tickets or assigning them specific teams.