Workflow and Business Efficiency – 5 Strategies You Ignore at Your Peril

Optimise Processes

Get the right tasks, to the right people, at the right time. Sync specific jobs with people, who are both available and have the necessary skills.

Improve your productivity, by improving your workflows. Cut any unneeded steps, and run processes simultaneously, to reduce the time taken to complete tasks. With workflow management software (What is a workflow?), you can visually create step-by-step procedures, and optimise them, using workflow insights.

Hit Targets

Speed up tasks from the cradle to the grave with a workflow management system, while staying on track with your Service Level Agreements. Notify employing of approaching deadlines, and track Key Performance Indicators related to SLA compliance.

Relay information to relevant employees regarding changes to working practices or client requirements. Get your time back from tedious admin tasks, and focus on what matters – growing your business, and delighting your customers.

Communicate Better

When your team know what is going on with a task, wherever they are based, things flow more smoothly. Employees can collaborate on work, across departments, and geographical locations, with ease. With a clearly defined workflow, everyone knows what has happened, and what needs to happen next.

Improved communication isn’t restricted to inside your business, or even inside your workflow management system – enhance your customer communications and keep them updated with work progress. Integrate your other software platforms with your workflow management system to keep everything in sync.

Stay Accountable

Keeping track of who, what, where, when and how your tasks are to be completed, maintains complete accountability. Free your managers to focus on moving your business forward, not micro-management of jobs. Give your employees autonomy to get work done while retaining clear oversight, improving working relationships.

Having all your tasks in a workflow management system provides a clear audit trail, to both comply with local regulations, and get to the root of any issues.

Automate Automate. Automate.

Automation is a crucial driver of the Fourth Industrial Revolution. Your competitors are automating their processes, and taking advantage of related technologies like artificial intelligence and machine learning.

If you can describe a consistent process in full detail, there is every chance that it can be automated. Send communications to clients, generate consistent documents, data entry to software applications, take everyday decisions – all can be automated. Automation saves you time, but also, reduces errors and gives your business a consistent edge.

SwiftCase helps thriving businesses, swamped by growing demand, automate and organise, to focus on what matters — loved by 1000s of users across Insurance, Finance, Legal, Service & Contractor sectors.

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Adam Sykes

I help thriving businesses, swamped by growing demand, automate & organise, to focus on what matters. Every successful business has a unique selling proposition - the product or service that sets them apart, but every company also has backend operations that take resources away from the core direction. I help businesses to automate routine tasks, freeing them to focus on what matters. I am the co-founder of SwiftCase, B2B software that helps businesses to automate, connect and enhance their business processes. We specialise with companies in the insurance, legal and financial sector. My specialities include intelligent automation, data security, workflow design, system integration, and online customer engagement. If you would like to become a client, or you like the opportunity to work with me, then please get in touch as I'll be delighted to talk to you.