Automated Business Workflows for Efficiency

There are four main phases in the business process automation effort starting from understanding manual processes, visualizing new processes, identifying the right tools, and finally designing the automation process. All major workflows follow the same pattern to prevent confusion.

Generally, the automation that companies practice in various work units is required to fill in tasks and approve or reject requests in the entire workflow. The approval will then be passed on to senior managers to complete the task without a hitch.

If process automation follows a standard template, a team can save time and become more organized. Here are some workflows that can be automated:

Document Approval Workflow

The document approval process starts with drafting, reviewing it yourself and sending it to a manager for approval. If rejected, the document will be sent back with comments for updating, after updating the document will be sent again for approval. Once approved, the final document will be kept and sent to the respective stakeholders.

Expenditure Approval Process

Expense claims are an important activity in every company, including sales or sales units, HR, and the IT team. Finance teams can reduce their burden with a simplified workflow for the review process. The expenses disbursement form must be filled out by the team or related unit together with the attached receipt or note for approval. In the process, there may be an option to reject or clarify items in the withdrawal request.

Workflow for New Hire Orientation

This business process workflow simplifies the work of the HR team. Starting with collecting employee personal information in forms, along with digital signatures, and directing information and approval to various interested parties or teams, such as the IT team, unit managers, as well as the HR team itself, so that on the first day the new employee comes in, all the teams involved are ready.

Workflow for Leave Approval

Having an automated and transparent system that employees can access can help increase morale and loyalty within an organization. The leave approval approval flow is one of the simplest workflows that companies can automate. Leave application forms filled out by employees can be quickly reviewed and acted upon by their respective managers. The system can automatically inform employees so they can plan their leave agenda.

Workflow for New Customers or Vendors

The strength of a business lies in the type of customers the company has and the vendors that help to bring out the product or service. A simplified workflow process will allow a new customer or vendor to fill in some basic details or requirements in a form. The information will be collected and forwarded to the manager for approval. This can speed up the vendor approval process and streamline new additions.

Workflow for Invoice Approval

The existence of a business process workflow will simplify the process of sending invoices to customers. The initial file will have invoice details that must be filled according to the product or service provided, before you send the invoice to the customer. After payment is received, the system can automatically indicate that the invoice has been paid. Reminders can also be sent to customers whose payments are nearing due as well if there is a late payment.

In practice, of course there will be challenges for each company. Adjustments will also occur within a certain period that varies from one company to another. However, keep in mind that workflow automation has the goal of increasing efficiency and saving the effort and time of all parties in the company for better performance.