Posted in Workflow Automation

The Ultimate Guide on How to Automate a Process

It’s no secret that automation can improve business process efficiency and effectiveness by speeding up operations, cutting back on costs, and reducing errors.

But where do you start when it comes to automating the processes within your business?

Read on for a guide on how to automate various processes within your company for maximum efficiency.

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Posted in Workflow Automation

What Makes Electronic Signatures Legally Binding?

With the increasing popularity of remote work, the demand for electronic signatures (“eSignatures” or “e-signatures”) has skyrocketed. Employees may be working from home but businesses still need to continue operations and obtain properly signed documents.

They must still sign off on purchases, onboard new hires, and approve invoices. With e-signatures, users can easily sign electronic documents online using their mouse, stylus, or touchscreen device. Businesses can still enforce corporate policies and proper governance.

Electronic signature software also speeds up these everyday activities since there’s no need for printing, signing, scanning, and filing. Managers can even electronically sign off on a PO or new hire using their mobile device at any time and from anywhere.

But are electronic signatures legally binding? In this piece, we’ll tell you everything you need to know about whether your e-signature is legal or not. 

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Posted in Workflow Automation

A Complete Guide to Workflow Automation

Manual tasks like data entry routing aren’t just tedious and repetitive — they take employees away from more engaging work. Employees waste valuable time when they fill out forms and chase down their managers for signatures.

So how can you streamline these tasks and ensure that you (and your employees) don’t get bogged down by monotonous activities? 

The answer is workflow automation.

If your organization is still doing things manually, it’s time for a change. Automating business processes increases overall productivity and eliminates tedious tasks.

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Posted in Workflow Automation

6 Business-Boosting Benefits of Workflow Automation

It’s no surprise that over half of business leaders are showing an interest in workflow automation.

After all, 74% of business leaders and employees believe segments of their jobs could be automated. 

Not only would this speed up workflows, but it would also reduce labor costs and increase workflow scalability.

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Posted in Workflow Automation

10 Business Process Automation Use Cases

Employees spend (and waste) a lot of time on repetitive tasks — routing documents to approvers, entering data into spreadsheets, searching for files, etc.

A process that should only take a few days to complete ends up taking weeks or longer. If your business is still doing things manually, it’s time to modernize your processes. 

This is where business process automation or BPA comes in — using technology to automate processes in your organization.

In this article, we’ll explain what business process automation is and how it improves operational efficiency. We’ll also look at ten real-world use cases for BPA.

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Posted in Workflow Automation

7 BPM Best Practices You Can’t Ignore

Whether you’re managing them or not, every business has processes.

The problem is that if you’re not taking control over how you manage those processes, you won’t be able to spot the blockages in your pipelines.

The result? Extra costs, unexplained delays, and repeated errors.

If these issues sound familiar, it’s time to take control.

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Posted in Workflow Automation

6 Business Process Improvement Examples to Boost Efficiency

Most businesses could stand to improve their processes.

It’s not that businesses are purposely choosing to run ineffectively, they just don’t realize where they could boost efficiency.

For example, most organizations don’t realize that at least a third of activities for 60% of jobs could be automated. Just imagine what your company could achieve with all that extra time.

To understand where you could streamline operations, you need to dig into the different processes at play within your firm.

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Posted in Workflow Automation

How to Create an Automated Workflow Without Coding

Every organization has its own set of workflows for everyday tasks. These workflows used to rely on paper forms, ledgers, and inter-office memos.

Most teams have now “progressed” to using Excel and email. While it’s better than physical paper, email-based workflows are still manual and inefficient.

The good news is that modern, cloud-based software is putting the power of automated, digital workflows in the hands of non-technical business users.

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Posted in Workflow Automation

Workflow Management: What It Is and How to Do It

Businesses today have to do more than build great products. They have to refine their workflows and make their operations more efficient to stay competitive.

Much of what gets done in any organization depends on workflows — approving purchase orders, onboarding new hires, processing expense claims, and more. Effective workflow management improves overall productivity and boosts your bottom line.

But with dozens or even hundreds of workflows, how do you manage all of them? 

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Posted in Workflow Automation

The Step-By-Step Guide to Improving Workflow Efficiency

Workflows play a critical role for every organization. They ensure that processes like onboarding new employees and sending purchase orders follow the same steps every time.

Making a single change to a workflow–removing an unnecessary task, automating a step, digitizing a form–can have a meaningful positive impact on how (and how quickly) work gets done. 

But how exactly do you create more efficient workflows? And what tools are available that can help with this process?

In this article, we’ll explain what workflow efficiency is and how it’s measured. We’ll also look at how you can build more efficient workflows.

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