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4 Tips for Automating Workflow by W2S Solutions .pdf

Original filename: 4 Tips for Automating Workflow by W2S Solutions.pdf
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4 Tips for Automating Workflow
Using process automation software can dramatically improve productivity and efficiency in your
company. However, this greatly depends on how successful you are at implementing automation.
The following tips will help you integrate automation software more effectively and therefore
fully benefit from using the software.
1. Begin with your goals in mind
If you want to see improvement in your business, you should know what improvements you
actually want to see. This ensures that you’re working towards something. You can’t hope to
achieve something significant if you don’t know what you’re working for or towards.
Begin by identifying your goals and breaking them down to areas that need to be improved. Be
specific when setting goals. This will help you better measure your progress.
2. Identify areas that can be automated
This means understanding key processes that you can automate. Some areas you may want to
look at including employee training, timesheets, job card submission, task approval and other
such processes. What are the deficiencies in your current processes? What can you improve on?
What parts of the process would benefit from automation?
In order to effectively evaluate each process, you need to do the following:

Take time to learn each process from beginning to end
Document each step or task. Step by step documentation of a process ensures in-depth
understanding of the process, who is responsible for each step and the resources required
in each step.
 Understand what needs to be done to successfully complete the process.
 Identify bottlenecks in the process and how automation can improve the process.
3. Choose an automation tool
Now that you fully understand the processes and areas that can be improved through automation,
you can select a tool that will meet your needs. The software tool should be user friendly
especially if many people need to access it regularly. It should also be easy to access.
An automation tool should make the process efficient and therefore increase productivity. You
should therefore reduce redundancies and make it easy for employees to complete tasks without
significantly slowing down the process.
Implementing a simple and straightforward tool that can be easily customized to meet your
company’s needs will make the implementation quick and simple. Employees can adjust faster to
a user friendly tool.

4. Inform and train your team
The new system will only be worth it if your team makes good use of it. It is therefore
important to ensure that they understand the importance of the new system and how it will
benefit them and the company. They should be trained to use the system. Be sure to address
any fears or problems they may have with the system early.
These tips will help you get the most out of automation. And if you are looking for effective
tools to improve your teams performance, you should read Tools to increase your Team’s

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