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What is Workflow Automation?

Workflow automation consists of identifying work tasks that automate with the help of technologies, digital apps, and other tools. That mainly concerns lead management, data entry, writing follow-up e-mails, and the HR department and marketing tasks. Switching from a physical task to an automated process saves not only your company money but also reduces the risk of human error.

So there are several reasons why companies implement workflow marketing automation. Areas that will be improved include.

Efficiency
Employee satisfaction (because nobody likes hours of manual data entry)
Data and task accuracy
productivity

That is how you benefit from workflow automation in your company

That is how you benefit from workflow automation in your company. And also, companies that want to be competitive and sustainable in the long term cannot avoid one thing today: agility. Only those who act in an agile and flexible manner can survive in the market for a long time. Unfortunately, there is still one factor that slows many companies from achieving their goal – paper. Because paper-based processes slow down a company’s productivity, but that changes with workflow automation. This article will find out exactly how this works and in which areas workflow automation helps your company achieve new productivity.

Use the golden age of digitization (finally) properly

Every company has at least one department to deal with frequently recurring tasks and decisions that have to complete daily. Several companies still rely on paper-based processes. However, the processing of invoices, sick leave, applications, or other paper documents is cumbersome and takes a lot of time. That can be changed: with workflow automation because routine tasks and everyday decisions can be made much faster and easier with such an office automation solution. If workflows control the flow of documents and information, the employees of a company have more time for other, more productive work.

In general, workflow automation helps to replace manual, paper-based work. However, every day and recurring work processes do not need to be processed by human workers, and the knowledge workers of a company are relieved of time-consuming processes. The following four examples show in which areas workflow management can contribute to a particular increase in productivity:

1. Workflow automation in the accounting department

However, reading invoices, forwarding them according to responsibilities, processing or filing them – all of this costs a lot of time, which wastes over a whole working day. But especially in the area of accounting, this valuable time can be saved using workflow automation. That can demonstrate using a typical invoicing process.

Therefore, the invoice processing process would not remain automated: An invoice arrives in a company electronically or in paper form. Then it is usually first checked and approved by the person who ordered the goods or services. The next step is to forward the statement to management and the finance team – a manual, linear process that can drag on forever. Who, however, on process automation massively accelerates the process. With the help of office automation, incoming invoices are immediately digitally recorded, indexed intelligently, automatically forwarded for approval, and booked in the ERP system. Human interventions remain minimal. An automated workflow shortens the invoicing process from weeks to a few days.

2. Workflow automation in the HR department

The work in the human resources department of a company also revolves mainly around everyday routine tasks. Training and terminations, the management of vacation or sick days, or applicant management cost employees a lot of time – and at the same time offer great potential for workflow automation. Digital workflows accelerate all processes and eliminate unnecessary work steps. For example, using standardization prevents long e-mail chains or loss of time due to tedious appointments. However, Workflow automation helps to better plan and organize meetings. That gives employees additional time that they can invest profitably in other projects. For the company, this time saving also means a considerable reduction in costs.

3. Perform audits better with workflow automation

A complete document control on reliable audit trails is undoubtedly the dream of every auditor. And it doesn’t have to remain a plan – provided companies refrain from paper. Because in companies that rely on manual processes and paper-based data, an audit can quickly turn into a full-blown nightmare. And that for the auditor and financial accounting alike. Because everyone is affected by the time-consuming search for documents in the depths of the archive and the endlessly long test procedures, however, if you rely on workflow automation here, you are well on the way to seamless, precise, and secure audits.