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A Complete Overview of Enterprise Workflow Automation

Maria Christine Johnson

Jan 19 2022

Business owners and entrepreneurs are frequently perplexed by how to streamline various procedures while also enabling team members to reach the same goal. They understand the value of enhanced collaboration and communication across divisions or groups. A critical challenge — division and individualism in different sections of a firm — drives the requirement for effective intercommunication solutions. Employees only concentrate on solving specific difficulties rather than having a holistic picture of their location in the workflow.

Therefore, a lack of cross-departmental collaboration might be fatal. Over 80% of business leaders say they are accelerating work process automation and broadening their use of remote work. Recognizing the benefits of management software for enterprise workflow automation allows your task-solving team members to visualize their work’s influence, value, and effect on other business areas and processes. According to Gartner, by 2024, 69 percent of all managerial roles will be automated.

Here’s where our A8Studio comes to life! The A8Studio environment allows you to design end-to-end automation across your customer experiences, from customer service to incorporating deep insights into your core business processes.

What Is Enterprise Workflow Automation?

Workflow automation is an automated method of checking tasks, documents, and data flow over work-based protocols that follow the desired business rules. When correctly done, this form of automation ought to be a simple process carried out on a routine basis to boost daily productivity.

The term “workflow” is also widely used to describe the techniques, patterns, and activities that help group members organize and arrange their work, as well as the stages that allow them to complete the assignment. Workflow automation is organizing a task to complete it and, as a result, meet the objectives.

For individuals, a workflow is a series of processes that they must follow to achieve the desired results. A workflow is defined as a set of duties allocated to each member of a small or large group, which they must complete to gain group benefits or achieve common goals that benefit the team.

There are numerous examples of enterprise workflow automation, ranging from following a culinary recipe to organizing office chores. Companies that use enterprise workflow management strategies and enterprise workflow automation in sales, marketing, and HR profit greatly because this approach requires organization, dedication, and discipline to complete tasks.

73 percent of IT leaders report that employees are saving between 10 and 50 percent of the time they previously spent doing manual processes, a boon of the automation process.

You’ll need a few key components to create a productive and efficient workflow. First, you must understand each process stage’s necessary data and resources. Second, you must create an algorithm that people or software will take as the standard.

Finally, specify an outcome that justifies the work, time, and data spent on the process. Because of the significance of these process automation components, you should set them up cautiously and thoroughly, as incorrect calculations result in inaccurate outcomes.

How Does Enterprise Workflow Automation Work?

Workflow automation usually uses many if/then statements for initiating action. It then splits out based on what action a lead, employee, or other stakeholder took.

Workflow automation, in a nutshell, is the use of software to organize and automate complicated business processes. Visual design tools are frequently used in competitive process automation services, allowing customers to “sketch” their workflows, somewhat like creating a flowchart.

Users can place nodes along this sketched workflow that automate various operations, such as data recording, to quickly link systems, data, and people across all parts of the enterprise. 

It becomes easier for people to work productively and devote their time to meaningful, worthwhile tasks rather than mundane (and frequently thoughtless) ones.

Industry-leading tools go even further, with AI-powered workflow management advice, simple integration with other enterprise workflow solutions, intelligent records management, and much more. Upon implementing workflow automation, enterprises begin to notice significant transformations taking place.

Importance of Workflow Automation

In a world where email, smartphones, databases, whiteboards, and post-it notes dominate project and work management, modern firms grapple with the digitalization dilemma of harmonizing internal and external business interactions.

These task-oriented business solutions rely heavily on human memory and are ineffective at facilitating collaboration and providing visibility when a worker or decision-maker needs help.

Organizations can use enterprise workflow management software to reduce reliance on these interactions and tracking technologies by guaranteeing that all work task data and interactions are either done within the platform or by tracking work assignments.

In essence, an enterprise workflow system is essential since it continuously provides an excellent experience for customers, both internally and externally, when it comes to the finished work output.

Work is completed more quickly, and individuals can accomplish more with their means. Additionally, your organization and division managers will be able to validate budget allocations and achievements based on facts rather than emotions.

In the end, workflow automation is important because it allows you to achieve a competitive edge over manually-driven competitors by providing improved work and services at a lesser cost while making quick and informed decisions.

Benefits of Workflow Automation

Let us look at some vital advantages of workflow automation.

  Decreased workflow cycles (With reduced cycle times, productivity can be boosted – a more productive workforce)

  Less demand for human labor (Cost savings from automation through the reduction of employee number)

  Less requirement for manual processing and handling (48 percent of organizations are implementing automation solutions to reduce manual tasks)

  More transparency; greater visibility enables faster identification of operational constraints

Benefits of Workflow Automation

  Enhanced customer satisfaction when the focus is on the client (Embed conversations with your customers and deploy solutions wherever they are)

  More employee satisfaction with advanced workflow analytics, such as KPIs

  More accountability for who is accountable for what in an organization.

  Enhanced output; cost savings; and reduced risk of human error (AI is currently being used by 25% of organizations in their process automation efforts, with the remaining 53% planning to implement it soon)

  Flexibility, as workflow automation can be altered and extended as needed

  Much more effective task management (52 percent of business leaders believe they can automate 10-30% of their daily tasks)

Workflows must be automated whenever feasible for various reasons, including quicker operations, timely delivery, seamless functioning as per the reasons stated above.

Workflow Automation Examples/Use Cases

Workflow automation may be implemented in almost every team and any business situation. While it is most commonly associated with marketing and sales, it can also be applied to operations, customer support, human resources, and financial management. 

Following are the ways on how workflow automation can be implemented across functions:

  • Marketing: More than 80% of marketing departments automate various marketing tasks, such as sharing business mails and updating the status on different social media handles. You can plan your overall calendar for social media to manage the workflows that cultivate specific clients with offer notifications using our marketing automation software.
  • Sales: Three-quarters of businesses report that automated landing pages can effectively generate leads. It can automate time-consuming management protocols, allowing sales reps to pay attention to product selling rather than data entry. Aside from moving leads over traditional methods, you can automate things based on their performance. An automated sales workflow can add potential leads in managing campaigns and updating various deal implementations.
  • Finance: Financial institutions such as wealth management, investment services, mortgage, and brokerage firms have complex workflows and stringent requirements for file security. Finance process automation software can help you streamline all such processes, reimbursements, and budget approvals by allowing you to create forms, design workflows, and track processes.
  • IT: Workflow automation helps organize network users across several departments, such as sales, finance, administrative, and operational teams, for in-house core networks. AI is used by 62 percent of organizations to support IT operations, 54 percent to enhance business process efficiency, 48 percent to support manufacturing operations, and 49 percent for research and innovation.
  • Human Resources: Manually entering all of your new hires’ personal information, such as employee data, location, personal details, and much more, can be tedious. However, HR automation software can do it all in a few minutes. 70% of business leaders believe that an automation tool could help them build more effective teams. 

How to Build an Automated Workflow?

Automated workflows can be designed and constructed visually using a drag-and-drop interface to add and organize jobs, simulating or improving current processes. In most cases, the process is depicted statically and checked for accuracy by all stakeholders.

After the static design is complete, development on the actual process includes forms, tasks, recipients, alerts/notifications, and much more. It can be accomplished using enterprise workflow software, which provides pre-built activities that may be rearranged and connected as needed.

Implementing an automated workflow typically involves five steps. The first stage involves checking for repetitive tasks and determining whether they could be automated. If an organization notices that a part of its workflow may be improved, it should explore automating that process; this step necessitates a thorough understanding of business operations.

The next stage is to establish business objectives. To accomplish it, a company must answer how workflow automation will help them reach their business goals in whatever area they choose.

The third stage should be to determine which workflow automation software is required. This step requires the company to decide which automation software should meet its newly laid out business objectives.

Employees must be trained to use the new workflow automation software in the fourth phase. The final stage is tracking KPIs and making changes to the workflow. It should be completed after the new workflow is ready. Continuous monitoring and measuring can help improve enterprise workflow.

Dynamic vs. Static Workflows

Dynamic and static enterprise workflow automation is also possible. When an automated process is dynamic, programs can use a model template to determine what step to execute next at the time of execution.

There is no variation in an automated procedure when it is static. If external variables could alter the outcome, steps must be followed in a specific order. For enhancing agility, a dynamic workflow should cooperate with automation whenever possible.

Workflow Automation vs. RPA

Robotic process automation (RPA) is conceptually similar to workflow automation. But what exactly is the difference between RPA and Workflow Automation?

Workflow Automation focuses on automating flow between work activities across a process, whereas RPA focuses on automating individual work activities. RPA is a great fit for work tasks heavily focused on rules and procedures. 

However, RPA can be paired with cognitive technology that moves deeper and more successfully into expertise and judgment-based labor functions. Both workflow automation and RPA use software to automate tasks, but workflow automation emphasizes interaction between workflow elements. 

Workflow automation software, for example, could be used in the supply chain to ensure that the right person is alerted about what work needs to be done next at the correct time.

How to Find the Right Workflow Automation Software for Your Business?

Workflow automation is essential for companies that want to scale and grow without allowing anything to slip through the cracks. Twenty-four percent of organizations have already implemented low-code workflow automation software like A8Studio. Thus, you can successfully grow your business without experiencing any rough patches by allowing technology to complete manual tasks.

Workflow automation software packages present basic as well as complex automation solutions. Hence, while choosing the right enterprise workflow software, enterprises must possess a clear and profound understanding of their requirements.

The major factors that businesses must consider before choosing a solution include: 

  • Integration capabilities
  • Cloud-based delivery
  • Flexibility
  • Customized workflows
  • Usability

Shortly, 29 percent of organizations intend to implement low-code workflow automation software. Therefore, a good automation solution can easily integrate into existing software, be user-friendly and flexible, and most importantly, a cloud-based application.

Automation Strategy

Organizations implementing automation solutions

Workflow Automation Software Trial – Autonom8

Workforce automation software solutions are effective when you test the software for your needs. A8 offers free trials that you can use to evaluate the flow package for your business and decide its efficacy.

A8 works on low-code and presents enterprise-grade automation solutions to build customer-centric workflows. Additionally, A8 offers instant implementation with end-to-end workflow automation.

The robust A8 automation platform is flexible and leverages low code to build intelligent customer workflows. Learn more about how Autonom8 can enable your business to use scalable features across business workflows.

FAQs on Enterprise Workflow Automation

 

What is an enterprise workflow?

An enterprise workflow defines the hundreds of processes that keep large organizations running. It refers to the standard processes that an enterprise needs to follow.

What is workflow and process automation?

Workflow is the sequence of activities required to complete a task. Process automation refers to the automation and streamlining of complex business processes using technology.

How do you automate workflows?

Workflow automation is the design, implementation, and automation of workflow-based processes. Human tasks, data, or documents are routed between people or devices, based on predefined standard operating procedures.

Is RPA workflow automation?

RPA is a type of automation that works on the front end of your system. RPA is used to collaborate with humans by automating time-consuming processes.

What is a workflow automation tool?

Workflow automation tools, a human-centric way of managing and automating overall business processes, are the business user's solution to business process management software.