<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Did you know there are tools and in fact complete business process management systems for helping a business and its employees work smarter?  I have stated before that 30% of business success with CRM is the "processes" involved. It is smart to know that you can automate workflow and make your life simpler and much easier.  The business can be running smoother behind the scenes with visual workflow tools.

A thank you to Nicole Laurie from Fisher Technology for sharing the following article.....

When your workforce adheres to pre-defined and repeatable best-practices, your business is more efficient, your product or service more consistent, and you avoid having important customer service issues fall through the cracks.

Now imagine having all your core business processes aided and streamlined by technology … that’s workflow automation. Let’s take a closer look.


What is Workflow Automation Software?

Whether your company is located on Wallstreet or Mainstreet, every employee in your company follows some sort of business process on a daily basis (orders, requisitions, purchasing, setting up new customers, etc.).

The objective of workflow automation is to remove as much human intervention from those processes and replace manual labor with consistent, repeatable, and efficient automation.

Workflow automation software like TaskCentre transforms mundane, administrative tasks and employee activities into automated processes from start to finish – all while freeing up resources, reducing human error, eliminating delays, and creating a more consistent experience for your customers when they interact with your business.

Let’s face it, employees today are overworked and overstressed – which can result in missed deadlines, duplication errors, and increased operational costs. Workflow automation eliminates most of those issues.

How Does Workflow Automation ... Um, Work?

Workflow automation software allows you to configure a specific set of rules based on your daily business needs and unique operational processes.

Once created, these business rules will automatically route assignments or documents to the next task, or person, until the entire process is completed. One completed task or step automatically triggers the next. It’s consistent, accurate, thorough, and efficient.

For example, imagine that a new customer places an order. Workflow automation software likeTaskCentre will:

  1. Automatically send new customer information to accounting along with order details
  2. Notify accounting (email alert) that a credit check is required
  3. Accounting performs credit check and enters credit limit in the system (human intervention)
  4. Step 3 automatically triggers a new record/account/customer in the system (no duplicate data entry required)
  5. Step 4 automatically triggers and sends new customer welcome email, order acknowledgement, and estimated ship date
  6. Automatically notify the sales person in that territory (if appropriate)

Since you’ve preconfigured the required steps in the workflow automation software, each completed task automatically triggers (and in many cases executes) the next task.

How’s that for efficiency??!!

Undeniable Benefits of Workflow Automation

When your business processes (or workflows) are automated, you’ll improve accuracy, ensure a consistent customer experience, increase revenue, and save time and money.

Obviously you can’t automate EVERYTHING – some processes require critical decision-making and intuition.  You’ll notice in the example above, there is still a bit of the process that requires human intervention.

But when you use technology to automate tasks that are repetitive, mundane, and CAN be automated, you’ll have more time and energy to focus on the important stuff that requires your personal skill and attention.

TaskCentre, the “swiss army knife” of workflow automation software, enables you to seamlessly integrate your ERP system with e-commerce, marketing automation, your website, CRM, and more. So whether you want to automatically transfer orders from your web store to your ERP system, synchronize stock levels, or transfer shipping information - TaskCentre can help streamline your processes.

The workflow automation opportunities are endless.

That's why at Fisher Technology, our tagline is "What do You Want to Automate Today?"

Discover more about our business process automation, workflow and alerting solutions, here...




Related articles:

What Do You Want to Automate, While Away?

3 Issues that Automation Solves using TaskCentre

Delivering the untapped capabilities of your CRM Application

Automated Lead Management - TaskCentre as Virtual Assistant

Improve People Engagement by Fixing Failing Business processes

Hey Wake Up!  Your business needs automated alerts, Now!

Advanced Business Alerts and Workflow with TaskCentre for Saleslogix

Automating Website Lead Capture and CRM Contact Record Creation


Topics:   Reimagine the way you work Simply Smart Working Make your business work smarter Web-based productivity tools

Harness Technology for Better Selling with Sales Creatio

And Connecting in the Age of the Customer Whether it’s the Internet or mobile devices, technology has changed the way buyers are buying, allowing them to plug-in from anywhere to do their own ...
Picture of Dick Wooden Dick Wooden 9 Min Read

Business drivers that decision makers care about.

Your world is crazy busy and there is only enough time to focus on the key aspects that most affect your business. CRM stands for "customer relationship management," a type of software that helps ...
Picture of Dick Wooden Dick Wooden 9 Min Read

Scary or hopeful business future? Agile Acceleration

Business Strategy:  CRM for Agile Acceleration The past year has been one of the toughest in memory for many if not most business owners. The economic downturn due to pandemic has been swift, sharp, ...
Picture of Dick Wooden Dick Wooden 9 Min Read