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How to Implement Workflow Automation
Workflow automation uses software that connects systems to minimize manual tasks that slow businesses down. For instance, an average office worker simplify business processes with workflow automation works for 13 hours a week managing emails. Automating this process can allow them to free up these hours to do more valuable tasks such as analyzing data from customers or creating client presentations. The aim of workflow automation is to free employees from monotonous, tedious tasks and concentrate on the things that are most important to the success of the business.
Begin by creating a list of the manual processes your company relies on. Look for tasks with unclear instructions, complicated processes, or communication gaps to determine which ones could benefit from workflow automating. Do not automate a sloppy process right away. Automation will only increase inefficiency if there aren’t clear goals. Take steps to redesign the process to maximize efficiency before implementing automation.
Once you’ve picked an automation tool for workflows take a look at its functions and features to make sure it meets your business requirements. Create your automated process using the drag-and-drop interface. After you have created and tested your new procedure then it’s time to roll it out to your team and monitor its performance.
Many workflow automation tools are standalone apps but some also offer integrations into functional software such as CRM or project management systems. Jira Service Management offers workflow automation to aid in the ticketing process. This lets help desk workers automate routine tasks, for example, sending new ticket notifications or assigning them specific teams.