A growing business needs flexible and tailor-made software to support its goals. Custom workflow automation software is one of the best custom computer programs you can invest in to ensure positive company growth. The right custom workflow automation software will free your employees up to work on what they do best -- create value in your business.

What is Workflow Automation Software?

Workflow automation is the process by which tasks, data, or files shared between people are automated to improve efficiency. An example of workflow automation is software that can create a checklist from an email someone sends. Workflow automation software can also assist your team by automating business processes like managing leads, creating invoices, and onboarding new employees. Using workflow automation software can save your employees time while reducing errors. For your business, that means improved efficiency and happier customers. 

How Do You Create an Automated Workflow?

Creating an automated workflow isn’t super difficult, but it does require you to slow down and think through each step in the process:

• Start small. Don’t try to automate everything all at once. If you do, you’ll quickly get overwhelmed. If it’s your first time attempting to automate a workflow, try to start with something small. 

• Analyze the current workflow. Think about how the workflow you’re attempting to automate looks today. Who and what documents are involved? How do they coordinate, and what are the steps in the process? Once you’ve figured this out, you should draw a workflow diagram. 

• Automate the process using workflow automation software. The next step is automating the workflow using your workflow automation software. Good software makes it easy to automate processes. If your business doesn’t have the capacity to create workflow automation software, you can easily outsource custom software development to a professional. 

• Test and train. Now that you’ve automated your workflow, it’s time to send it out into the world. Give it a few test runs before making it available to your team members. When you do open it up for everyone, make sure to train others on how to use the new automated workflow.

•  Evaluate, analyze, and improve your automated workflow. Your automated workflow will never be quite finished. It should exist in a state of constant evaluation. As time goes by, analyze how your automated workflow is performing and make any changes deemed favorable.

What are the Benefits of Workflow Management?

Custom workflow management software provides several benefits to businesses:

• There will be fewer overall errors in business processes.
• Your team’s productivity will take off.
• Boring, repetitive tasks will be eliminated, freeing up more time for innovation and improvement of services. 
• More collaborative teamwork. 
• Administrative tasks will be easily manageable from one place. 
• Increased transparency will breed trust and improve your business’s work culture.   

Improve Your Business’s Workflow Today

Workflow automation offers several excellent benefits to any growing company. It increases efficiency, improves performance, and leads to happier workers. If you’re ready to implement workflow automation software into your company’s operations, DHx Software is prepared to help. We are experienced in developing customized software for small and mid-sized businesses in Phoenix that drives efficiency and change. Schedule a call with a member of our team today to talk about your next project.