Why Workflow Automation Should Be Important to Your Business

Workflow automation is about applying rule-based logic to a series of tasks that can then run on their own without a team member’s input. All you need to do is decide the rules (our templates can help with that!) and the technology will do the rest – on repeat.

You can automate workflows across every function of a business in any industry – from authorising employee expenses and managing sales leads to handling customer queries and updating patient records.

It’s the future of business, happening right now. In fact, since the COVID-19 pandemic began, 67% of companies have accelerated their automation efforts. Read on to find out why you should join them.

1. Time savings

Repetitive tasks aren’t just dull, they’re time-consuming! Automated workflows trigger events and notifications that save your staff time by taking those tedious tasks off their plate.

“48% of organisations are working on installing business process automation solutions that specifically automate management of manual tasks.”


For example, workflow automation solutions allow you to leverage database lookups and autofill forms that require minimal user input and boost your team’s everyday efficiency.

The best bit? Your employees manage less mindless data entry and more of what matters most, like caring for your customers and innovating for the future.

2. Cost savings

Costly mistakes and delays are part and parcel of doing business with people, so why not let technology take the reins?

Workflow automation can help minimise human error because it holds team members accountable and keeps everyone in the loop. The system flags problems and keeps track of tasks, eliminating the risk of important issues getting missed. In real terms, this could mean avoiding the loss of a potential customer or preventing a financial faux pas.

“Cost reduction is a priority for many organisations, and intelligent automation is now a proven route to achieve this. Survey respondents expect an average cost reduction of 24 per cent over the next three years…”


Plus, if you can automate administrative tasks, then you might also be able to reallocate resources and save on labour costs. It’s a win-win situation.

3. Employee empowerment

When your team is armed with done-for-you templates or drag and drop workflow builders, they’re able to get up and running immediately, with no coding or tech background required. These tools enable them to confidently deliver to your customers’ needs, rather than worrying about the nitty-gritty of the process.

Workflow automation also drives collaboration and communication by bringing different teams into a streamlined process together. Each person understands what is expected of them and can make decisions without being distracted by complexity or disorganisation. (Think: less drama, more productivity and progress.)

4. Superior service and scalability

When all of the above is true, operations run smoothly and staff morale is high. Ultimately, this leads to an enhanced customer experience and greater levels of satisfaction as well as the space to focus on creative and innovative growth-driving activities.

With the right software at your fingertips, you can also gather invaluable insights and actionable data to eliminate bottlenecks, monitor performance, improve task management and identify expansion opportunities.

Investing in your future

Workflow automation is here to stay. At this point, it’s not really a question of whether you should adopt the technology, but rather what software to choose for maximum support and impact.

If you’d like to explore your options, then we’d love to help. Start your FREE SwiftCase trial and discover how it feels to run a streamlined, stress-free business today.

Comments are closed.