to choose the best workflow automation software
emails, forgetting to forward documents, or not getting
the documents approved on time are some common issues
that organisations handling their workflows manually,
over back and forth emails often face. Such manual
handling could even make it difficult to get a clear
idea on where things stand, which could create unnecessary
frustration and sometimes, even mistrust among people.
However, the real problem isn't about the people handling
the tasks. Rather it's the lack of an efficient system
to streamline the workflow. If your organisation too
has been facing such problems and looking for effective
document workflow solutions, investing in the best
workflow automation software would be a wise decision.
standard, low-risk tasks or those that consist of
repetitive steps, you can use automated document workflow
solutions to make it easier to manage your business
processes. When you need to populate a form with standard
text, generate templates, or delegate tasks, among
others, a workflow automation software can do the
job quickly and efficiently for you. Thus, such software
could be a great tool to streamline standard, time-consuming,
and repetitive low-risk tasks. However, to enjoy these
benefits, you'll need to choose the workflow automation
software that suits your needs the most. If you're
not sure how to go about it, here are some tips that
can help you make an informed choice.
Understand your workflow automation needs
Before choosing any automated document workflow solution,
you need to identify the areas of your workflow processes
that could benefit from automation. It could be a
core process of your business that's spread across
the entire organisation or something comparatively
lightweight, where team leaders leverage the power
of automation to deal with processes on their own.
Thus, whether it's about document workflow solutions,
data workflow solutions, or any other, you need to
know what exact automated solutions you're looking
which flow of documents, tasks, and work-related activities
you need to automate according to certain defined
business rules is important to enjoy the optimal benefits
of your chosen automated solutions. When trying to
identify your workflow automation needs, you'll also
need to keep certain criteria in mind such as:
· If the task at hand is repetitive.
· You need to get the task completed accurately,
without any possibility of human error.
· It's a series of simple tasks, which can
be handled more efficiently if you automate the entire
could be looking to benefit from workflow automation
via cost savings, better visibility into the workflows,
or improved work efficiency by letting your employees
work on non-automated tasks. But whatever your goals
are, your first step will be to understand your automation
needs with utmost clarity to choose the most suitable
solution. Also, you'll need to remember that what's
the best workflow automation software for someone
else may not be the best for you because every business
has unique needs and processes that differ from others.
Thus, identifying your processes suitable for automation
and then finding the right automation software is
crucial to benefit the most from it.
Check the features
When trying to find the best workflow automation software,
you'll need to look for the features it offers. While
some features would be non-negotiable as your business
must have them, others could be slightly negotiable.
Most workflow automation software is somewhat similar
at their basic level. However, they come equipped
with some distinguishing features that can let you
decide which ones are the best-suited options for
example, if you're looking for no-coding automation
software, opting for one that comes with a graphic
user interface to let non-technical users use the
drag-and-drop tool to create workflows is much better
than choosing one where you'll need to type commands.
When your non-technical users will be using the software,
choosing a checkbox
- A leading no-code platform for automation
one that's easy to use and needs no to minimal training
would be more efficient and even help save time.
other features you could check are on-premise hosting
of your chosen workflow automation software, the level
of in-depth reporting it can help you with, if it
offers role-based access control for users, and automatic
notifications of tasks assigned, updated, or changed.
You may even check for features, such as SLA indicators
that display which tasks are on track and the ones
lagging behind and needing urgent attention, real-time
reporting and task visibility, and mobile access to
multiple users simultaneously.
on the type of the workflow automation software you
choose, their features can vary. For instance, if
you want to customise your software to meet your operational
requirements, you can opt for feature-based automation
software. However, if you need your software to integrate
with other platforms that you're already using, choosing
software with an integration-based model would be
more suitable. You could even select a technology-based
model if you want to take into account the technology
services available to create your needed workflow
solutions, such as document workflow solutions, data
workflow solutions, etc.
Don't forget the KPIs
It's important to focus on the key performance indicators
(KPIs) of your chosen workflow automation software
to ensure it meets all your business needs. From its
average process completion and task completion time
to the percentage of completed processes within a
particular period and its error rate, you need to
know what the KPIs of your automation software are.
Whether the chosen workflow automation software is
scalable and capable of supporting your business should
your demands increase is crucial to check. Additionally,
you should emphasise on an automation software that
has high usability. Such a software would be easy
to use and require lower time and money to train people
how to use it, thus letting them focus better on more
critical tasks. If your business needs a cloud-based
application to ensure easy and faster accessibility
from anywhere to reduce downtime and decision-making
delays, checking if your automation software offers
a cloud-based delivery model is also crucial.
use all the tips mentioned above to make an informed
choice when buying the best workflow automation software
to automate your business tasks and processes and
enjoy enhanced work efficiency. https://checkbox.ai/solutions/document-generation/