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 works around 13 hours a week juggling emails. Automating this process can give employees to dedicate their time to more valuable tasks, such as gathering data from clients or preparing presentations for clients. The purpose of workflow automation is to relieve employees of repetitive, laborious tasks to concentrate on what’s important to the success of the company.

Start by making an inventory of all manual processes that your organization uses. Focus on tasks that have unclear instructions, complex processes, or communication gaps to determine which ones would benefit from workflow automation. Do not automate a sloppy process without waiting for it to be completed. Automation will only magnify inefficiency if it is not accompanied by clear goals. Consider rethinking the process to improve efficiency before you automate.

Explore the functions and features of a software for workflow automation to ensure it meets your business needs. Drag-and-drop the visual interface to build your automated workflow. Once you’ve built and tested your new process it’s time to introduce it to your team and track its performance.

Many workflow automation tools are standalone but some also offer integrations within 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 professionals to automate repetitive tasks, such as sending notifications on new tickets or assigning them teams.

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