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.

In this piece, we’ll look at exactly how to create a workflow without any coding or I.T. 

Watch a 3m video of an automated PO workflow in frevvo.


Click the links below to navigate to the section you want to learn more about:

What is a Workflow?

A workflow is a series of defined and repeatable activities carried out to accomplish a goal, according to a set of procedural rules.

A workflow is normally part of a larger business process. For example, purchase order approval and invoice payment are specific workflows within the overall procurement process.

Automating these workflows ensures that information is routed to the right people at the right time and that business constraints are properly enforced.

Why Create Automated Workflows?

Much of what gets done in any organization can be attributed to processes like approving purchase orders and onboarding new clients. But doing things manually isn’t practical.

Here’s a look at why you should automate your workflows.

Improves Operational Efficiency

Knowledge workers spend 60% of their time on “work about work” — activities that contribute little value to an organization. Examples include locating documents, chasing approvals, and confirming details.

How employees spend their work hours

(Image Source)

So much time gets wasted on “work about work” activities because organizations don’t have workflows in place for them. 

Automated workflows help reduce or even eliminate these tasks. For example, you can create workflows that automatically route documents to the right individuals.

Increases Workplace Accountability

Tasks can fall through the cracks because of poorly managed workflows. This can lead to processing delays and higher operational costs.

Automated workflows increase accountability by providing greater insight. A workflow chart provides visibility on what task each team member is responsible for and when they need to finish by.

Another benefit here is that managers don’t have to micromanage their employees when a workflow process is clearly laid out. This allows teams to fully focus on the task at hand.

Reduces Human Error

Manual processes are prone to errors — an employee may incorrectly fill out a form, send a document to the wrong person, or forget a task entirely.

Spreadsheets aren’t necessarily immune to errors either. Emerson, a construction company, came up $3.7 million short when estimating a contract bid because one cell wasn’t included.

Automated workflows combined with dynamic forms that perform calculations automatically reduce the risk of human errors.

These are just some of the key benefits of automated workflows. Others include increased productivity, better collaboration, and improved compliance.

Now, let’s look at the business processes that you can apply workflow automation to.

Automated Workflow Use Cases

Manual processes can quickly become bottlenecks and hinder productivity as your business grows.

Here are some processes that you can build automated workflows around.

Employee Onboarding

A strong employee onboarding program is key to improving productivity. But it’s a lengthy process that often gets bogged down by paperwork.

With an automated workflow, you can digitize the onboarding process and let new hires sign the necessary forms before their start dates.

Check out this case study of how Yves Rocher used workflow automation software to transform their employee onboarding process. 

Yves Rocher previously relied on a paper-based process that frequently resulted in major delays in bringing on new hires. Now, their HR department can quickly onboard new employees instead of wasting time on mailing forms back and forth.

Expense Reports

Expense reports are typically completed by employees to itemize expenses. These forms are important to track business and project spending.

But a slow turnaround time bogged down by a manual process means that employees may not receive reimbursement for weeks at a time.

Automating this process with workflow software reduces time spent on paperwork and ensures employees get reimbursed in a timely manner. 

Purchase Requests

Purchase requests are forms that employees use to purchase goods or services. They typically require approval from a manager before the finance department starts the purchasing process.

But filling these forms out by hand and chasing approvals is extremely time-consuming. This is an example of a business process that can be digitized and automated.

See how OESJ Central School District digitized their purchase request workflow with dynamic forms. Teachers can simply fill out an online form and it automatically gets routed to the administrative office — no need for them to chase down signatures.

Incident Reporting

Workplace incidents can happen in any organization. The exact nature can vary from an employee who gets injured to a piece of machinery that gets damaged.

With an automated workflow, employees can log incidents when they occur and escalate them to the right department for further investigation and corrective action.

Contract Approvals

Contracts generally move through multiple departments before they’re finally approved. Sending paper contracts back and forth means a lot of time gets spent (and wasted). Such slowdowns can prevent a project from moving forward.

With workflow automation, you can digitize contracts, collect signatures electronically, and have them routed to the right individuals for approvals.

Check out this case study of how Initial Saudi Group completely digitized and automated their contract approvals. Automating this process helped them reduce cycle times for contract approvals from two weeks to a few days.

Student Admissions

The admissions process is often fraught with extensive paperwork, which can be frustrating for students.

An automated workflow might consist of having students fill out online forms and routing those documents to the right admissions officers. Then, students can be automatically notified as the status of their application changes.

Support Tickets

Customer service is another area that can benefit from automated workflows.

For example, you can build a workflow that automatically routes support tickets to the customer service department. Customers can then receive a notification once the issue is resolved.

Managing Loan Devices

Having workflows in place for devices like computers and phones allows employees to get the equipment they need to do their work. 

With an automated workflow, an employee can submit a request for a loan device and have it automatically routed to I.T. for assistance.

Steps to Creating a Workflow

  1. Start small but start now.
  2. Identify stakeholders and document who does what and when.
  3. Create a workflow diagram.
  4. Implement the workflow using simple automation software.
  5. Test the workflow. 
  6. Deploy the workflow and train users.
  7. Solicit feedback and iteratively improve.
  8. Analyze and optimize. Communicate success.

Read on to learn more about these steps, or jump right to a specific, real-world example of creating an automated workflow with no coding.

1. Start Small, but Start Now

Don’t try to automate everything or get bogged down in I.T. committees. Find one business process and get that first, quick workflow creation win. Ideally, the first automated workflow you create will be repetitive, reasonably frequent, and have simple routing rules.

Along the way, you’ll learn what it takes to successfully create and deploy workflows in your organization, and you can incorporate those lessons into your approach.

2. Identify Stakeholders and Document Who Does What and When

Once you’ve picked a target workflow, it’s a good idea to understand and document in detail how it’s performed today. 

You want to detail things like:

  • What exactly is the workflow doing?
  • What’s the exact sequence of steps? Are any of them optional or dependent on business criteria?
  • Who are the people involved at each step, and what decisions must they make?
  • What content is created or modified?
  • How long does each step typically take?

The best way to get a solid understanding of the workflow is to interview actual users. They’ll tell you what’s working and what’s not in the current setup.

3. Create a Workflow Diagram

Document a workflow diagram so the team can easily visualize each workflow step and provide feedback. Use standard symbols and terminology to design your workflow diagram, so it’s easy to understand.

Workflow diagram example for purchase orders

In most situations, there’s no need for specialized software — you can simply use PowerPoint or Google Slides to create a workflow chart.

Share the workflow diagram with your stakeholders and consult with them. When they feel like valued partners, they’ll not only help validate your flowchart, but also be more likely to actively support a successful implementation.

4. Implement the Workflow Using Simple Automation Software

Now, it’s time to digitize the workflow. In the majority of organizations, I.T. resources are severely constrained, and available programming talent is scarce.

Fortunately, modern, low-code workflow automation systems like frevvo are highly visual and easy to use. Business users can automate workflows using simple drag-and-drop tools in the workflow editor.

Even relatively small organizations can eliminate manual work and automate everyday tasks thanks to affordable, cloud-based solutions.

5. Test the Workflow

Testing is about more than finding and fixing bugs. Obviously, it’s important to ensure that the digital workflow does what it’s designed to do without errors.

In addition, a couple of User Acceptance Testing (UAT) cycles will help you pinpoint problems and deploy something that your team actually wants and likes. 

UAT ensures that the people who have to use the new system have a say in how it’s designed. That way, they’re more likely to adopt it.

6. Deploy the Workflow and Train Users

Once tested, it’s time to roll out your new workflow. With modern platforms, this is very straightforward — often as easy as clicking a button.

Your workflow may function smoothly, but it won’t achieve anything unless people actually use it. You’ll likely encounter some resistance — most people don’t like change and are reluctant to let go of the current way of doing things.

In addition to teaching people how to use the newly-automated workflow, a training program that clearly articulates how it benefits real users will go a long way. 

For example, explain how the new system will reduce tedious paperwork and free up time for more productive tasks.

7. Solicit Feedback and Iteratively Improve

Successful workflow management involves regularly revisiting your automated workflows to uncover issues or opportunities to improve efficiencies. 

Once the team has used the new system for a period of time, they’ll be able to identify what’s working well and what needs to be improved. 

Take the time to go back and ask these key questions:

  • Are you doing less manual work?
  • Do you genuinely have more time for things you care about?
  • How can we improve?

After collecting this feedback, make sure you address issues as quickly as possible. Otherwise, people might abandon the system even though you got 90% of it right.

8. Analyze and Optimize. Communicate Success

Gather hard data about the time and cost savings of the automated workflow and compare it to the time and cost of the project itself. How much money will you save, and when will you recoup the investment? 

Using the workflow analysis features built-in to your automation software, analyze your workflows to find internal bottlenecks and improve efficiency.

Finally, share consequential success stories and recognize the efforts of the team. It’ll help bring real change to the organization and will always be appreciated.

Example: Creating a Purchase Order Approval Workflow

Purchase order (PO) approval is one of the most common workflows performed by practically every organization. It’s typically frequent and not too complex, so it’s a good candidate for your first workflow automation project.

Document

First, document the steps. 

A common PO approval workflow might be:

  • An employee fills out the PO form, perhaps in Excel, and emails it to their manager for signature.
  • The manager reviews the Excel, prints it out, signs it, and scans it back.
  • If the amount exceeds some threshold, the manager emails it to a VP for secondary approval.
  • The VP prints, signs, scans, and emails to the finance department.
  • Finance issues a formal PO and emails it back to the original requesting employee.

Diagram

Create a workflow diagram of this process. Using frevvo, you can simply create the diagram in the workflow editor. Share a screenshot or PDF of the diagram with stakeholders to make sure it’s accurate.

Purchase order workflow

Implement

Now, you’re ready to automate. With frevvo, you can drag-and-drop to create your PO form and add things like electronic signatures, dynamic behavior, conditionally-visible sections, and business rules.

Similarly, you can add conditional routing to your custom workflow, configure notifications, and set up reminders without writing any code.

Purchase order form

Test

frevvo’s portal feature gives users a convenient way to test out the workflow as it will be used in real life. Remember to ask your users to test the workflow on their mobile devices.

User feedback is very easy to incorporate with frevvo. You can make changes and deploy them in real-time so users can immediately see the effect of those changes. 

Deploy and Train

After testing is complete, deploy the workflow.

Training users is usually very specific to your organization. It’s so important that, at frevvo, we offer customers a proven playbook aimed at teaching users how to use automated workflows.

Solicit Feedback 

After the team has had enough time to adopt and regularly use the new workflows, reach out to learn what’s working and what you should improve. We recommend using frevvo’s built-in survey feature. 

As before, incorporating feedback is easy and can be done in real-time. We still recommend going through a testing cycle before deploying the updated workflow.

Analyze and Optimize

Use frevvo’s built-in reports and workflow analysis tools to identify bottlenecks, discover errors, and optimize performance.

Workflow analysis tools from frevvo

Conclusion

Creating a workflow that’s automated and efficient is no longer a complicated process. You don’t need a whole slew of expensive programmers.

A low-code workflow platform like frevvo empowers your team to automate workflows and improve business processes without coding.

Get started with a free 30-day trial to see how easy it is to create your own automated workflows.

Author:

Ashish Deshpande has worked in the process automation space for over 20 years. He has been instrumental in successfully deploying frevvo’s software at hundreds of organizations such as HBO, New York University, and Boston Public Schools. Ashish has contributed to leading publications such as Forbes, business.com and readwrite.com. Ashish received a PhD in Computer Science from Yale University, and a Bachelor of Technology in Computer Science and Engineering from the Indian Institute of Technology, Mumbai, India.