How easy is it to create an automated workflow? Another question we are asked on a regular basis when we are talking to clients about digital transformation and workflow management.

The answer is very simple. With a bit of training, anyone can create a workflow and have it up and running in a matter of hours. Yes, hours. And, apart from your time, it will cost your business £0 every time your create a new workflow. This is because once you have a system in place then every new workflow is included in the cost.

This means you can start with a very simple workflow, say a holiday request form and move to something a bit more complex like a purchase order.

How easy is it to create an automated workflow?

As we have said it is very simple, you start with a blank form and drag and drop fields into the form. The below screenshots come from Kissflow.

how easy is it to create a workflow

Then we start dropping in fields depending on the type of workflow you are trying to create.

kissflow form

Then we start to build in where we are getting the information from. For example, if we are doing a purchase request we can get the number to auto-generate from the system or from a list of purchase order numbers. We can then have a list of departments and user and these can be drop down box and for more complicated formula’s we use excel functions.

The next step is workflow approvals

workflow approval

Then it is a simple case of publishing the workflow and letting users use it.

Why would you automate a workflow?

Automating workflows will give your business many benefits:

  • Improved accountability
  • Enhanced customer experience
  • Enhanced user experience
  • Improved cash flow with automatic billing
  • Easier to collaborate
  • Increased productivity
  • Reduced errors

The list can go on and on, but the main reason is to make your business more efficient and save money. In the current Covid period, when a lot of people are still working from home, then automation is key to enabling staff to work as productively from home as the office.

About Unleashed

Unleashed has been working with businesses throughout the UK for the last 9 years helping to automate manual processes. If you would like to know more about how easy automation can be then please get in touch and we can have an informal chat.