Posted by Petrissia Teo Feb 17, 2022 10:00:00 AM

So you’ve heard about workflow automation, and it’s all anyone’s been talking about.
But what exactly is workflow automation, and why is it so important? 

Here are the top reasons why you need to implement automation into your daily work routine.

What is workflow automation?

It is a common term in our current tech-savvy society, but what exactly is it? Simply defined, workflow automation helps to streamline and execute a series of tasks automatically, and such tasks are routed between people and data based on pre-defined business rules. It is customisable according to your personal needs, as different types of work require different kinds of workflow automation. For example, a legal firm would require automation in their billing process, routing between company staff and their external clients. Respectively, for other industries, the type of tasks being automated would be different. 

For many companies, workflow automation is used in their day-to-day processes, and this has many benefits, especially in using workflow automation to handle repetitive tasks

Read on to find out more!

Time savings & increased efficiency

Through the use of workflow automation, administrative work is translated into a process where users only need to key in essential details, and the system takes care of the rest. Going back to the legal firm’s example, staff members could key in a legal case number and automatically send requests to clients for them to submit their documents. This is especially useful because in such cases, legal firms usually have a large variety of cases to handle. 

For example, documents required from the client for a divorce case would be different for those required in a criminal case. Hence, staff members would be able to save time as they would only need to select the type of case and key in the respective case number, and the system would automatically request the required documents from the client. This could also be applied to the law firm’s other needs, such as billing processes, leave systems, and so on. 

Thus, this greatly increases overall efficiency by helping your employees to work faster, allowing them to make full use of their work hours and work smarter, not harder!

Cost savings

By implementing workflow automation in your processes, there is much lesser dependence on human employees. A large benefit of this would be that your system would continue operating whether or not there is a staff member overseeing it. In traditional systems, such a situation would not be possible, as there would need to be an employee around to oversee processes. In their absence, the whole process would need to be put on hold until they return to work. 

With automation, this is no longer a concern. For processes which can be handled by the system, such as automatic reminders of deadlines, these would be sent via the system rather than requiring a staff member to send such reminders manually. 

By automating, you can now free up work hours to do more high-level tasks, such as project management, brainstorming, and other essential functions. By upskilling and training your staff to do these higher-level tasks, it would benefit both you and your staff members as your company now contains more skilled individuals, and staff members would have a stronger portfolio under their belt as well! This would help to increase your workplace productivity overall, leading to more engaged employees and a more conducive workspace. 

Clearer communication & consistency

With automation, you can ensure clearer communication and consistency as everything is handled by the system and the process chain will always remain the same. This means that steps in the process will always be consistent, making it much easier to trace back when any issues arise, or when there is a need to check the past timeline. 

It also ensures clearer communication between employees, as they can simply check the system logs for the past executions of processes. This means that there would be a clear record of which employee executed which process, and the process steps would always be consistent as they are carried out by the system. Employees would also find it easier to improve the process as they would have a clearer picture and can identify redundant steps in the process, then remove these unnecessary steps to improve the process efficiency.

This workflow automation also eliminates the possibility of human error, where employees may forget to attach a document or send a particular email. Although some may say that this lack of human touch is detrimental as there is no longer that sense of “warmth” from communicating with a person, it is clear that automation for administrative processes would greatly benefit users thanks to the added efficiency. As a result, this reduces the processing time, allowing for both employees and clients to benefit from the workflow automation. 

Strong cyber security 

Another way to automate processes is to store documents automatically in one online location, so that employees would not need to print out files and store them in a physical file storage. This could include storing signed agreements as well. Some traditional companies may shy away from this idea of workflow automation as they fear that storing their documents online instead of in hardcopy form would increase the risk of cyberattacks. They may fear that this could lead to detrimental consequences such as losing important client information and being exposed to confidentiality leaks. 

While such consequences may have been true in the past, this was largely due to the lack of cyber security measures in place. Workflow automation is extremely secure when the right measures are implemented. For example, when storing documents on a cloud, many systems require two-factor authentication (2FA) for users to login before they can access the cloud storage. This helps to counter cyberattacks as the added barrier of security is difficult for hackers to breach, since users need to verify their identity before being allowed access. Additionally, files stored on cloud servers are usually encrypted, raising the difficulty for hackers. 

Hence, storing your documents using a secure online cloud storage would help to automate your work process further and make it easy to access it in future. Additionally, e-signing of documents would increase the efficiency even more as clients no longer need to wait for hardcopies of agreements and hand sign them. Security concerns would also no longer be an issue as cloud storage is highly secured, especially with regular software updates. You can have peace of mind that your confidential documents can be stored safely!

Workflow Automation with Tessaract.io

With technology evolving and growing rapidly, companies need to keep up with the trends as well to avoid being left behind by both competitors and clients alike. Through the use of workflow automation, it is clear that many companies are benefiting from increased efficiency, cost savings, clearer communication and even higher cyber security. It also benefits employees as they now have more time to do higher-level tasks instead of having to devote most of their working hours to completion of many tedious administrative tasks.

With the countless workflow automation software options in the market, it can be confusing for you to choose one that best suits your needs. One option would be Tessaract’s business management software, which provides all the functionalities discussed in the above points. With its secure cloud storage, automated email systems, digital signing and many other functions, it is an all-in-one system which can help you boost your business productivity exponentially. With Tessaract, you can do away with repetitive tasks using workflow automation, and focus more on growing your business!

Power your business with Tessaract today!

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Petrissia Teo

Written by Petrissia Teo