Using Workflow Software for Process Automation Made Easy!

When advantages of automation are undeniable, businesses are slowly turning towards workflow automation solutions. But, where can they utilize the software? Which processes can be automated? Will it be effective? And one main question - is it for my business? Of course, it is, after all, you too maybe spending 65% of our time on non-revenue generating admin tasks. Yeah, that’s true!

Read this blog to find out surprising uses of workflow automation software. ​

The Automation Background

What is interesting is that when one buzzword hits the industry, it’s not just one word – there are so many others that come along like workflow automation, process automation, etc

But automation isn’t really something new – what if I told you that it has been around since more than 8 decades?

To add more to your surprise, here’s another fact – did you know that sometime around 1771, an automated spinning mill was invented by Mr. Richard Arkwright?

So, if automation can be traced back to centuries ago, then why has it become a buzzword now?

The Truth of Automation

The answer is simple – the full capability of automation has been realized only now. The automation in IT has been a game-changer of businesses out there

People for ages have imagined automation to be something related to factories and manufacturing sector. But, that’s mechanization

But how is it a game-changer?

How Does Workflow Automation Software Work?

Imagine that you are a class teacher in a school – where the student attendance is marked on a sheet of paper

After each month, you prepare reports manually for the attendance of each student and then e-mail those reports to parents, one by one

As soon as you submit the attendance – it is automatically fed into the excel sheet, without you having to enter the data again. Wow!

What’s more? A report is created everytime you submit the data. All you have to do is just click to fetch attendance reports

Now, this is just one example of what workflow automation software can do for you -it can be more complex too

Enterprises are using a variety of workflow software to automate routine tasks

The Scope of Workflow Automation Software

It could be sales teams collecting data while filling up customer feedback forms, inspection teams recording data while carrying routine inspection, market research companies filling up surveys and questionnaires on mobile apps, the list of possibilities is probably endless

And mind you, this isn’t just about making work easier – what comes along is more productivity, more efficiency, and more importantly – new profit avenues!

Without further preamble, let’s look at how workflow automation software can streamline your processes

Should All of Your Processes be Automated?

No way! Automation will not make sense to your every process right in the beginning. Processes that are repetitive and manual can be targetted first

Some of your processes will be paper-based – meaning that they are vulnerable to manual errors. Such processes have a great scope for automation

Manual data collection invites loads of errors – you can avoid this by introducing simple mobile apps to collect data

Platforms like Axonator allow creating workflows using workflow builder – which lead to automation

Let’s say your inspection team is collecting data on the field. As soon as they submit the data through their mobile app, the manager receives a notification – who then clicks ‘approved.’

After which, a next task is automatically created and sent to the next person for further completion of the task

When the task is completed, a report is created automatically and sent to the intended user/manager/customer, etc

This is streamlining processes through automation. So many of the internal processes can be automated to save 100s of manhours each week

But is it just for the internal processes?

Streamline Sales Processes with Workflow Automation

Automation can also be leveraged to streamline the sales processes. If you are wondering how a workflow software can do this – here are some numbers that will leave you baffled!

A study was conducted by  Forbes to understand the sales process and how salespeople utilize or spend their time

It was found that on an average, salespeople spend JUST 35% of their time in selling a product or a service

Salespeople spend the rest of their time, or rather a major 65% of their time in data entry, other insignificant repeatable and non-revenue generating tasks

But you might even argue that should other tasks be a problem if salespeople are achieving their targets?

The question is – if they can achieve sales target in 35% of their time – what if they utilize their complete time in just selling and nothing else?

But then, what about data entry and other administrative tasks which is consuming their time?

How do you deal with it?

The answer is simple – automate all the repetitive tasks and paperwork through a workflow automation software

As a matter of fact, enterprises using Axonator mobile app are able to save a lot of time of their salesforce

Once the sales rep enters the data in the mobile app, the same data flows to Google sheet and CRM – this allows them to save the time, which would have spent on multiple entries on multiple platforms

Using Axonator, managers are able to fetch reports, and also use an analytics dashboard to identify problem areas – and then make decisions based on the data collected

What does this result into? More sales, and reduced overheads since you are effectively utilizing your salesforce into selling, and freeing up them from repetitive tasks

Many enterprises are automating their sales processes for managing the sales funnel, trigger-based email messaging, and rule-based lead qualification with the help of a workflow automation solution – this is also known as marketing automation

Can Other Processes be Automated Too?

Workflow software are used by businesses to streamline the HR processes as well. Simple digital forms (e-forms/mobile forms) are designed for various HR processes

Let’s say there are 5 new hires each week in your company who need to fill multiple forms – and most of which have the same fields like name, age, birth date, address, etc

With a mobile app, hires can fill the mobile form. When the data is submitted, the same data is automatically fed into different forms – without the need to fill the same details

The in-charge HR will be notified when the form is filled and submitted, upon which she can allocate the next tasks required

Other HR processes like leave application can be automated too. You submit a simple form – that reaches the manager for approval through email

Not just that, the manager gets a notification on his/her mobile app as a reminder to approve the leave. If he approves it, you get notified on the app and email too. If he denies it, you still get the notification – don’t worry!

Leave management, travel management, travel reimbursement can be taken care of by the workflow automation software

Purchase Orders & Purchase Requests

– data submitted through  mobile forms can be sent for multiple levels of approval. Once approved, the orders are released and directed to the vendors automatically

Since everything is digital, it can be easily tracked and the status can be known in a matter of clicks

Does Adding Another Software Make Sense?

But if you are thinking you already have too many mobile applications or software in your business for your internal processes, then would adding another software make sense?

The bitter truth is that if they are working in isolation without complementing each other – it doesn’t make sense to add another workflow software

Remember the sales example that we discussed above in this blog?

Entering data a multiple number of times in different software or applications consume time, and another application will do nothing good – if such is the scenario

Integration with Legacy Systems

Connect Everyone to Everything

Break down data silos by integrating cloud and on-premise applications, third-party software, legacy systems, data sources, and devices across your distributed environment with Axonator.
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No doubt why decision-makers love having a workflow  automation software that can easily integrate with their current legacy systems

So Summing up the Benefits of Workflow Automation Software for You Here:

Would you want to know how a workflow automation software can help your business processes?

Get in touch with us at   [email protected]

Axonator is one of the best workflow automation software available. Axonator is a platform that allows creating workflows and digital forms just by dragging and dropping of widgets

Mobile apps can be created and made functional in a matter of a week. All of this at an affordable cost!

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