Your guide to workflow automation with Tabular

Today’s most successful companies don’t just compete on a product or brand. They drive a lot of income in cost savings and productivity each year by investing in better technology and operations. While more traditional companies maintain the status quo when it comes to managing everyday tasks, their more innovative competitors consistently find ways to work smarter. You can gain a competitive edge by prioritizing automated workflow automation in your organization.

It is essential for your company to refine workflows and make operations more efficient in order to stay competitive in today’s world. Much of what gets done in any company depends on their workflow automation- approving purchase orders, onboarding new hires, processing expense claims, and more. By doing so, you can eliminate repetitive work, remove obstructions, reduce errors, and increase productivity across the company. But with dozens or hundreds of workflows, how do you manage them all?

What is workflow automation?

Workflows are a series of steps that are required to get work done more effectively. The goal of workflow automation is to clearly define repeating processes and improve their efficiency. All companies depend on different workflows to achieve certain outcomes. Efficient workflows can enable your enterprise to meet customer expectations and respond quicker to the ever-changing market conditions. Here’s why workflow automation is so crucial for your business.

Improves efficiency

Managing workflows allows your company to run smoothly. Instead of wasting time chasing approvals, your organization can focus on larger and more important issues.

Reduces costs

Any bottlenecks in a process could lead to backlogged work and longer wait times. A key aspect of workflow automation is addressing this, as efficient processes reduce overall costs.

Decreases errors

Not knowing the status of a workflow or what the next task is increases the possibility of an error occurring. Workflow automation decreases human errors by defining what needs to get done.

Increases accountability

Clearly defined workflows ensure employees know what tasks they are responsible for and when they need to get them done, improving accountability.

Ensures process adherence

Effective workflow automation ensures an adherence to business processes. When you automate a workflow, it becomes impossible to avoid critical steps.

How do you implement workflow automation successfully?

If you already have a workflow process in place, it’s still a good idea to take a second look at your workflow. Inefficient workflows can have a negative impact on how work gets done. You can allow these steps to effectively manage and streamline your work flows. By using a workflow automation system, you can simplify and automate tasks to boost your productivity in ways you have never imagined.

Map your current workflows

Seemingly easier workflows have more steps than you think. Mapping out your workflows helps you visualize each step and identify the areas that can be improved.

Identify internal and external stakeholders

Once the workflow is created, the next step is to identify all stakeholders. These are the people who are responsible for specific tasks in a workflow.

Automate where and when possible

As you look into your workflows, you will find that some activities can be automated. This can free time, allowing employees to allocate more time to high-priority tasks.

Provide training and support

Invest in training and consider developing a system that documents each workflow. Ensure to revise your training materials as your processes change.

Use a workflow automation system

As your enterprise grows, manually managing individual workflows isn’t exactly practical or efficient. This is where a good workflow automation system comes in handy.

Streamline business processes with workflow automation

Tabular is a valuable tool for managing workflows and repetitive processes effectively. Workflow automation plays a chief role in simplifying complex business process management. An automated workflow system can alter your data as stated by defined instructions and streamline repetitive and time-consuming work. It can also help you speed progress across tasks and in many cases can contain built-in analytics for identifying inefficiencies.

Create a digital workflow

The first step is to create a workflow. You could use a pen and paper to map out a workflow. But you will find it way easier to use a workflow automation system like Tabular to visualize your workflows.

Build an online form

Processing hard paperwork can be pretty time-consuming. Going paperless makes your workflows more efficient. With Tabular’s dynamic form builder, you can create custom forms and incorporate automatic calculations and field validations.

Add conditional routing

Most forms require an approval process. But doing this usually leaves a lot of room for error. Conditions help determine what happens and what doesn’t when certain steps are completed. They also make your workflows better than ever.

Take it on a test run

Check that your workflow is working as intended. You can test your workflows and preview how they will look like. It will work exactly as you designed it and will also include any conditional rules that you set.

Monitor your productivity

Even with an automated workflow created, there’s always some space for improvement. Tabular’s workflow automation system provides in-depth reporting. It is essential to regularly revisit and review your workflows to ensure that it still aligns with the best interests of your company.

Get more from automating your workflow automation and facilitate digital transformation across every team and process in your organization. Tabular lets you build repeatable and collaborative workflows that save you hours each week. You can build intuitive workflows in a matter of minutes, and then bring your team and external stakeholders onboard. It gives you the ability to grow your cluster of business processes to meet new complexity, whilst safely involving vendors and partners through customizable workflows.

Effective workflow automation is vital to manage workflows in your enterprise. It allows you to improve the overall efficiency by turning manual processes into automated workflows. Tabular’s workflow automation system makes it easy to create, manage, and automate processes in your company. There’s no coding required, so non-technical users can also create dynamic forms and set up complex workflows. What are you waiting for? Take Tabular on a test drive today!