Post lockdown, many businesses are reviewing how they work, with hybrid working options becoming more and more popular. However, remote working can of course bring its own challenges, highlighting the need for effective workflow management.
A well-designed workflow will streamline communication, improve efficiencies and boost productivity. So, with this in mind, how can workflow management benefit your business?
With a reported 3-4 hours being spent daily by business leaders on manual admin tasks, it is easy to see how their valuable time can be wasted, and ultimately highlights the need for automating those small, but time-consuming tasks. By automating workflows, leaders can free up time to take care of the more important tasks – and be available for their team, to build effective working relationships and move projects forward.
For instance, managing email communication threads can be time-consuming. Manually sorting through inboxes, allocating tasks, checking progress, coordinating team input all take time, and can become an unwelcome distraction from focussing on business growth goals. The good news is, there is a multitude of email processes that can be easily automated.
With an alarming 2 out of 3 employees believing that they waste time with inefficient work processes, ensuring that their day is spent effectively is important to avoid low morale and job dissatisfaction, which in turn can disrupt the team dynamic and potentially lead to a drop in quality of client deliverables.
Identifying the bottlenecks and unnecessary or repetitive tasks in your workflows will enable you to map out an automated process, which includes alerts, notifications, triggers, checks and measures to keep all stakeholders involved, while enabling them to maintain their focus on more productive, fulfilling roles.
More time for your leaders and a more motivated team are important – but no good if your customers aren’t getting the service they signed up for. A client focussed workflow management tool will enable you to:
- Keep client progress on track with scheduled customer prompts
- Keep clients updated with personalised email correspondence
- Provide the right customer support at the point it’s needed
- Consistently deliver an exceptional customer experience
Scheduling allows for your employees and clients to work together to create a timeline that keeps client deliverables on track and ensures that no human errors lead to important processes being missed or key correspondence being lost.
As we highlighted earlier, email is a great business tool but can create its own problems if not managed well. Automating the right messages to be sent at the right time, delivered to the right person will enable you to keep client projects on track, and keep your customers happy as they can see they are making progress.
An exceptional customer support experience is key to building loyal clients. Well thought out automated knowledge base paths can lead customers to the information they need when they need it. Additionally, when human intervention is required, the support resolution can be documented – and monitored over time to identify how your product can be improved.
Automating your most important customer processes will enable you to create a consistent, positive customer experience – which demonstrates your expertise and your efficiency – and with it, your value to them as a partner.
These are just a few of the tasks that can be automated to boost your team’s productivity and improve the customer experience. In our new post-pandemic world, the pace of change can bring its own problems, so it’s important to review your work processes to ensure that your team and business is performing at their best.
The right workflow management platform will provide you with many more tools and ideas for improving your business processes.
The SwiftCase workflow management platform will enable you to stay ahead of the curve, with 17 ready to use automated workflows. Additionally, the SwiftCase workflow builder tool means you can configure bespoke processes from scratch, with no programming skills required.